Updates this month include an option to make your events sponsors more prominent and also make it easier to report on event custom fields. Check out the details below. You'll also note a few maintenance items as well.
Easier Reporting on Event Custom Fields
Enjoy more flexibility in your reporting by including custom event fields in your Advanced Custom Reports.
How? Access your event's Guest List tab. Click the Reports icon and select Advanced Reporting. See where.
Once the Advanced Report Builder opens, you'll see custom event fields available in two spots (see screenshot to the right):
- Events-> Event Notes and Other Info
- Event-> Registrations-> Custom Fields
Event Notes and Other Info fields are global fields across all events; they are found at the bottom of the Events Advanced tab. In contrast, Event Registration Custom Fields are specific to each event.
You can include these custom fields as part of your criteria or conditions, just like any other fields in the Advanced Report Builder.
You'll even be able to include these fields in your Word Mail Merge Templates for creating name tags or tent cards, etc. Note: The merge field name you'll use in your template will be the column title of your Results. See example.
Tip! Custom Registration Fields are only available when accessing Advanced Reporting from the specific event. However, if you save the Report, it will also be available from the main Reports menu going forward.
Sponsors Display More Prominently on Your Event
Those with the new, refreshed, and modern-looking website modules (v4) will see an immediate change on your event information pages to give more prominence to your event sponsors.*
There are now two display location options in your back office for v4 website module customers.
- Display Below the Event Title
- Display Below the Event Description
Previously the only v4 selection was simply to Display (which used the default option of Displaying beneath the event description.)
At this release, customer selections that are currently on "Right Column v3 / Display v4" will immediately be set on "Below Title v4 / Right Column v3" - the spot of most prominence. (see screenshot on the right).
Note that sponsors for a single event can be set to display either at the top of the event or under the event description - dividing up your sponsors between these two locations.
* Do you have the free, new, refreshed website modules? View more details
When an event invitee declines an invitation, they are now required to confirm their decline with an additional click. This will reduce accidental declines.
v4 Public Website Modules
Now when a Member has a banner running, it will also appear on their own Member Details page to give them additional exposure and a nice advertisement on their own page in your directory list. This mirrors how it has been working in v3 public website modules.
International Date format
Fixed two locations where the date format was displaying MM/DD/YYYY format even though the DD/MM/YYYY format was selected under Setup:
1) Event Registration Custom date fields 2) Date fields under Event Notes and Other Info
Builders Edition: WMS Support for Student Chapter Code
WMS now supports the Student Chapter Code as a designation for an individual representative. This is now an option to be synced over to WMS. If you need to include this designation in your WMS upload, contact email@example.com to have them enable this new option in your WMS-enabled database.
Website modules v1
Public website modules v1 are no longer available and will return a 404 error if those module pages are accessed through old links. View information on updating to v4 website modules
Coming soon - Benefit Tracking
Many of you allow members to pick their membership package based on their desired involvement, making it easier for them to see what value your association brings to them.
With this model of packaging memberships, commonly referred to as tiered dues, being an ever-popular way to offer memberships, GrowthZone will soon be providing Benefit Tracking for Benefit Packages and Benefit Items. (See screenshot on the right)
This feature will also include the ability to offer event discounts as part of benefit options, displaying the available discount offerings to members when registering for the event. Tracking will be automatic in this case.
Tracking will also be available manually for recording one-off usage (e.g., conference room usage, free membership mailing labels, etc).
Work is already in progress for this new offering. The official announcement will come before year-end. Tracking can be added for a member even after the year has started, so you can plan already now that your tracking will be much simpler next year, no matter when you get on-board with this upcoming feature.
Want to be notified when this is available? Add your votes to this Feature Request. (Vote on the feature here, so you receive a notification).
You can also simply watch for upcoming announcements and information on your Dashboard about this new great feature for 2020! It's going to be a great year!
GrowthZone is committed to delivering new features and benefits to its users. Software release features are often generated from your feature requests. Those requests may be combined or adapted to fit with other requests or in response to industry-related changes. We listen, evaluate, and implement based on greatest impact, most-requested, ability to integrate, and time-saving implication. In evaluating the benefit of one software release over another, realize that sometimes the updates have required more programming time but are not always visible in tangible terms. Thank you for the opportunity to serve you and your members.