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Enter 'Impersonation Mode' from the backend, fully customize your Event Policy, and more!
Enter 'Impersonation Mode' from the backend, fully customize your Event Policy, and more!

Mid December Release Notes

Jessica Watson avatar
Written by Jessica Watson
Updated over a week ago

In this edition of Release Notes

👤 Member Management Updates

🗓️ Event Updates


Working 'Under the Hood'

If you're a dedicated release notes reader, you may notice our table of contents is a bit shorter than usual. That's because our most recent sprint was dedicated to fixing bugs and optimizing behind-the-scenes processing. For example, we've upgraded our webhooks to fire more quickly, meaning you should notice faster sync times between Novi and your third-party integrations.

While it may not be as glamorous, this work is essential to keep Novi running smoothly!


Enter 'Impersonation Mode' from a member record on the backend

When reviewing a specific member's experience, jump into 'Impersonation Mode' right from their record!

We recently announced our exciting new feature, Impersonate User, which allows you to jump to a user's perspective from your frontend admin bar. To save you a few clicks, you can now access 'Impersonation Mode' from the backend too!

You'll see the Impersonate User option in the header of each individual's record. If a particular user meets the criteria to be impersonated (has a user account, is not a fellow admin, etc.) the link will be clickable. It will be grayed out otherwise.

Clicking this option will take you directly to the homepage, where you can start exploring your site through the user's eyes!


Customize your Event Policy and require acknowledgment from attendees

Replace your Cancellation Policy with a detailed, customizable Event Policy.

While your "Cancellation Policy" may include information about cancellations, you probably want to cover more subjects, such as how postponements are handled or a photo release policy. To reflect this more accurately, we've revisited the concept of a “Cancellation Policy”.

Cancellation Policy is now "Event Policy"

First, we changed the name "Cancellation Policy" to “Event Policy”. Additionally, the corresponding frontend page's URL now ends with /event-policy, rather than /cancellation-policy. (Don't worry, we've automatically created a Redirect from /cancellation-policy to /event-policy on your site, so your attendees can still access the page from links in previous event emails.)

Require acknowledgment from registrants

Second, we added new functionality so you can require registrants to confirm they’ve read your Event Policy. There are three options to choose from in Association Settings:

  1. Never Show the Event Policy

  2. Show the Event Policy Link at Checkout

  3. Require Checkbox at Checkout

Event admins - this is a great opportunity to review your Association Settings and the verbiage on your event pages!

What does this mean for you?

  • If your site was previously set to not show a link to the Cancellation Policy page, then your site will be automatically switched to #1 (Never Show). If you want to keep it this way then you’re all set and no action is needed.

  • If your site was previously set to show the Cancellation Policy (the box was checked), then your setting will automatically be switched to #2 (Show at Checkout). You don’t have to do anything unless you would like to switch to #3 (Require at Checkout).

  • Also, we've automatically created a Redirect from /cancellation-policy to /event-policy on your site, so your attendees can still access the page from links in previous event emails.

If you end up going with setting #2 or #3, we recommend you review the verbiage on your frontend page, which is located at www.yourassociationdomain.com/event-policy.


View and export event URLs from your backend Events List

Keep track of all your event URLs.

Each Novi event produces a multitude of related links, including the frontend URL, registration URL, and online meeting URL.

You can now easily view these different links from your backend Events List. Plus, these URLs will be included when you export your list, allowing you to upload relevant links to any of your third-party integrations!


More context in shared event email subject lines

Make sure your members can identify your events in their inboxes.

Moving forward, whenever someone shares your event by email, the subject line will follow this format:

{Your Association’s Acronym}: {Event Name}

If your members follow multiple organizations, each with their own events, you need a distinct subject line to stand out! This additional context helps members identify your messages quickly.

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