Auto Pay Discounts, Custom Field Options Import, & More!

In sprint 119, we released 35 updates. Here's what you need to know.

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Abridged Version

  • Incentivize your members to sign up for Auto Pay by offering them a discount on future renewals!

  • Custom field setup just got easier - mass import custom field options instead of adding them one-by-one.

  • New filters have been added to website contact forms to help combat spammers & bad actors.

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(Re) Save the Date!

Novi Summit has been rescheduled for Feb 15 - 17, 2021 in Tampa, FL

More Details to Come!

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Upcoming Roundtables/Demos

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Auto Pay Dues Renewal Discounts

Our most recent updates introduced the new Auto Pay feature...now you can take it a step further! We've added the ability for you to incentivize members to utilize this option by offering a discount to members who opt-in (on their next renewal)!

Setting up the discount is simple. All you'll need to do is set up a dues rule on each of your member types, similar to this - note the negative dollar amount:
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If you utilize this discount, don't forget to advertise it to your members! The join page is a great place to do this - just make it clear that it doesn't apply to new memberships or when paying a pre-existing renewal (since auto-pay hasn't been turned on yet at that point), only subsequent renewals.

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Custom Field Update: Import Set of Options

We've got a new custom field option for admins! If you have a custom field that is set up as a "Set of Options" field type and you have a lot of dropdown options to add to the list at once, check out this article for more info on how you can upload them without manually inputting each one.

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Additional Spam Filtering Surrounding Contact Forms

We've added more stringent filtering surrounding messages that are sent via contact forms on the website (Member Contact Form & Contact Us) to prevent messages including profanity/vulgar language from ever being sent, in addition to more logging on our end.

*Please note - if you are showing your members' actual email addresses in the directory and not using the member contact form, this update would still not prevent a bad actor from manually sending someone a spammy message outside of the website.

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Additional Updates

Shipping Address Column on Member's List

Even more data at your fingertips! Now you can add a column for Shipping Address to your main member's list. Previously, only a Billing Address column was available.

New Member Type Column on Company Staff Tab

If your association has individual member types, we've made a small update to the Staff tab on a company's record - you can now quickly see a person's member type! A small, but mighty update for society & hybrid organizations.

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