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What's New at Novi: Mid May 2024

Novi AMS regularly releases new enhancements - check out what's new!

Taryn Hill avatar
Written by Taryn Hill
Updated over a week ago

We're excited to share the newest features released on Novi AMS!

Quick Jumps:


๐ŸŒด SAVE THE DATE! ๐ŸŒด

Novi Summit | February 10 - 12, 2025

Tampa, FL


What's New at Novi: Mid May 2024


Continuing Education Update

๐ŸŽ“Add Custom Verbiage to Continuing Education Credits & Report

Admins can share information into the footer of credit reports and the Continuing Education Report by utilizing the functionality of the content editor via the Continuing Education tab in Association Settings. This allows the association to reinforce the validity of the report and provide any necessary information on the report beyond credits.

๐Ÿ’กLearn More: Continuing Education Report


Event Updates

๐ŸŽŸ๏ธ Future Event Registration Information Updated When Profile is Updated

If profile information is updated after a person was registered for an upcoming event, the event registration fields will now automatically update to match the updated profile fields (as long as the event fields weren't changed during registration)!

This allows event data to be as up-to-date as possible.
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For example, say a member's job title was Assistant Director on their profile at the time of registering for an event; if the profile's job title field is updated to Director, the future event registration will update from Assistant Director to Director.

Below is an example of an event registration before the record was updated with a new phone extension, new email, and new title, and the event registration after the record was updated.

๐Ÿ’ฒ Multi-Seat Tickets Break Down Pricing Across Attendee List & Event Reports

When an event ticket has multiple attendee seats, the Attendee screen and reports break down the ticket cost per attendee. In the example below, the ticket was $500 with 4 attendee seats. Per attendee, the $500 ticket cost was $125 per attendee. At a glance, admins can review data easily!

๐Ÿ’กLearn More: Navigating Event Attendee Lists

๐Ÿ” Event Filter Dropdown Time Periods for Quick Searches

The Events filter button now has pre-populated time periods users can select from to quickly locate an event, or the Date From/Date To filter options can be used for specific dates.
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๐Ÿ’กLearn More: Find Past Events

๐Ÿ”ค Event Title Character Limit Increased from 75 to 255

The event title character allowance has been increased to allow for additional information to be highlighted prominently in the event.

Longer titles are truncated on the frontend to ensure styling integrity is maintained.

๐Ÿ’กLearn More: Create an Event in Novi


Functionality Updates

โž• Add Person and Company at the Same Time in Add Modal

When adding a new person to your Novi database, admins now have the option to add a new company record at the same time.

If an admin opts to add a company at the same time, further down within the modal, the modal will display fields related to the new company:
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๐Ÿšจ Important Notes:

The new Add Person/Add Company backend modal displays fields that have been marked as Key Information or marked as Required on Backend by default, reflecting the fields shown to frontend users at join or when creating accounts, or required of admins.

Admins can set specific fields that are not Key Information to be visible on the Add modal by marking it to show in the new "Admin Create" column. See the Learn More article link below for more details.

โœ๏ธ Edit Restricted Page Messaging on Frontend with Content Editor

Utilizing the content editor on the frontend, admins can edit the Restricted Content to create engage content reflective of the association's goals. A quick link to the Restricted Content page is provided in Association Settings under the Static Content tab.


๐Ÿ“Œ Create Follow-up Tasks on Custom Activity Tasks

Custom Activity Types can be designated as tasks, and now they can be set to instantly open a Follow-up task once the original task has been completed - a great way to ensure admins set follow-ups when needed!
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๐ŸŒ  Choose Logo to Display on NPS Survey

The NPS Survey backgrounds are white so admins can select if either their Primary or Secondary logo should be used on NPS surveys to maintain branding preferences.
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๐Ÿ’ก Learn More: NPS


Group Updates

๐Ÿฅณ Parent Fields Available in Novi Groups

Admins can utilize parent member and custom fields as conditions in groups to create robust, detailed segments that can be synced to Constant Contact and/or Mailchimp, lock down content and event tickets, create directories, and share reports!

๐Ÿ’ก Learn More: Create a New Group in Novi

๐ŸŽ‰ New Novi Group Conditions Added!

Has Special Offer

Create a group of those members who added a special offer for your membership...or who haven't yet! Note that the condition's name is Special Offer unless admins have renamed the field in Association Settings under the Membership tab. In this example, the Special Offer field was renamed to "Member-to-Member Discount."

Account Created Date

Create a group of members based on when their user account created in Novi - a great way to identify membership benefit holders first login and identify if they've recently logged in (and reach out to them via Constant Contact or Mailchimp to help re-engage if it's been a while since they logged in)! The conditions include both Specific Date and Days Ago options.
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๐Ÿ’ก Learn More: Create a New Group in Novi


Membership Update

๐Ÿ“ฌ Send Pending Emails to Members Awaiting Approval

For member types set to require Admin Approval, admins can now opt to have Novi automatically send an email to pending members! This way, they know their information is being reviewed by the association for approval and you can give them details on what they should be doing or looking out for in the meantime.


Integrations Updates

๐Ÿ”„ API Updates

  • Parent ID details included in SSO responses

  • Update blog posts, static content, and site navigation via API end points

  • API end point for product categories added

  • Featured event image, logo, SEO information, and registration link available in API


โ€‹๐Ÿ’กLearn More: Novi AMS API Documentation


Curious how Novi decides what features to make a reality?
โ€‹Check out our article:
โ€‹Making an Impact: Prioritizing Your Novi AMS Feature Requests

Have questions? Contact Novi AMS!


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