We’ve been making tons of progress in recent weeks on the Engagifii platform. Here's a summary of what's been released recently and what's coming soon!
Recent Releases
First, let’s talk about recent releases. These are key items that have been released into production and are available for your team’s use today.
- Cancel Event Registrations - For some time, we’ve been ironing out the wrinkles on a registration cancellation utility internally that allows for not only the cancellation of the registration, but the appropriate handling of its invoices, payments, refunds, and credit notes. There are a bunch of moving pieces to a cancellation and we’re wanting to ensure that all of them are accounted for and tested. We’ve finished building this and are in the final stages of testing now, expecting to roll this out to you in the coming days.
- Cancel fully paid or unpaid registrations
- Where an individual person was registered, that entire registration may be cancelled.
- Where multiple people were registered together (Group Registrations), you may choose to cancel specific people or multiple people
- Option to charge cancellation fees
- Creation of invoices, credit notes, and refunds are automated as required by your cancellation and fee selections.
- Cancels the event registration itself as well as:
- Bundle registrations
- Class registrations
- Session registrations
- Export Organizations - You can now export your list of organizations as well as all fields within them to Excel directly from the Organizations list.
- Public Officials and Legislative Advocacy Improvements - We’re continuing to build functionality to foster engagement between you, your members, and your policy objectives by building more robust management options for Public Officials.
- New Advocacy permissions to better empower and control who on your team can do certain things related to elected officials and constituents
- New ‘Select all’ experience on Public Officials Constituents and Connections tabs
- New 'Send Email' option on Public Officials Constituents tab
- New 'Export' option on Public Officials Constituents tab
- New filter options on Public Officials Constituents and Connections tabs
- New filter options on Connection tab within a person’s profile
- Fixed an issue where Public Officials’ profile pictures had not been updated after the last election cycle
- Fixed an issue where some bill sponsors were duplicated
- Fixed an issue where some Maryland bills had incorrect sponsors listed
- Legislative Mobile App Improvements - After a successful debut legislative session, we continue to enhance the mobile app’s effectiveness and capability through the introduction of several new capabilities and fixes.
- Save user's preferences on Mobile App
- Need to implement 'Add to calendar' feature for Committee Meetings
- Need to implement Default Tracking Level functionality on Mobile App
- Need to sort Organizations list on the Track Bill popup in Alphabetical Order and show Tenant Org always on Top.
- Need to fix Search Bill Number on the App's Tracked Bill, My Bills and All State Bills list page as per the Web implementation
- Minor Bug Fixes
- Updated Event Notifications - Sometimes people register for an event months in advance. We’ve released some new notifications to help people remain informed and prepare as an event approaches.
- Registration confirmation
- Improved registration notification for attendee
- Improved registration notification for clerk / secretary registering people on their behalf
- Improved approval request emails for Events that require registration approvals
- Registration cancellation
- Registration cancellation notifications
- Registration cancellation notifications for Event Contact
- Registration cancellation notifications for administrators
- Time-based “Event Reminder” notifications to participants and clerks / secretaries
- 2 weeks prior
- 1 week prior
- 1 day prior
- Event Attendance - We’re working on a new capability for you to be able to mark attendance for event attendees while “checking in”. In preparation for that, we’ve created new notifications for:
- Participant Notification - Checked In
- Clerk / Secretary Notification - Checked In
- Registration confirmation
Nearing release
Along with several behind-the-scenes enhancements aimed at improving load times and overall system performance, we also have several new in-app releases nearing completion of their development and testing. You should expect to see these in the platform in the coming days and weeks.
- Committees Enhancements (Currently in final testing) - We’ve had Committees in Engagifii for some time and our clients are using it a bunch! With that has come some learning and needs for iteration. With this release, you’ll have more control around start and end dates for committee members, displaying them based on committee position ranking, exporting, and more.
- Approving Organization Field Updates (Currently in final testing) - For some time, you’ve had the ability to designate situations where updates made to people in your database must be approved by someone on your staff. We’ve iterated and improved that over time thanks to customer feedback and are now adapting the same functionality to Organizations. In the coming weeks, you’ll have the ability to also send organizational profile updates down approval paths as well.
- Refunds Improvements - You’ve had the ability to refund in most situations for quite some time. But here have been edge cases and payment methods where that hasn’t been possible. We’re making updates to close many of those gaps.
- Refund from a credit note
- Improved UI
- Handling more refund failure reasons from Credit Card processors
- Field Visibility - Say you have a field on a person’s profile that shows their shirt size or personality profile. It’s important information you need to track, but don’t necessarily want to expose it to the member when she is updating her own profile. Field Visibility will allow you to designate who can see individual fields when looking at the exact same profile, allowing you to show or conceal as you see fit.
- On-Demand Classes - Most classes are taught live. They may be in person or online, but there’s an instructor who’s teaching in real time. Engagifii has always handled those situations. However, in the modern world, a lot of training has moved to self-paced, online-only, on-demand training. We’re adding a way to designate classes that fit that bill.
- TalentLMS Integration Enhancements - Many of our clients use TalentLMS to manage their on-demand classes. For some time, we’ve had the ability to integrate with TalentLMS and interact with the courses within it, but have not had the ability to track participant progress toward course credit and award completion within Engagifii. This release will include that new benefit.
- Terms for Elected and Appointed Positions - Many of your members are elected or appointed for a set term. We’re building the functionality to allow you to designate their terms and track the history as they are appointed, elected, re-elected, leave, and come back over time.
Next for Development
Below is a list of items that we’ve envisioned and prepared for development. They are not displayed in release order and, even if they were, they’d shift around over time, but we do expect most to be deployed and in production before January, 2024. As we get closer and this list dwindles, we’ll be able to more proactively communicate which items (if any)end up at risk of slipping past the New Year.
- Relationships
- Changing Person Types
- Track Interactions on a Person
- Track Interactions on an Organization
- Deactivate / Delete Organizations
- Improved email / user ID handling
- Permission-control visibility of people
- Last Updated Report for People
- Communications
- Constant Contact Mailing List Integration
- Mailchimp Mailing List integration
- Updated platform-wide email composer
- Events, Training, & Accreditation
- Record event attendance
- Earned Credits Reports for People
- Improved Sorting for Class and Event lists
- Exhibitor Booths
- Exhibitor Registration
- Avery Integration for Name Badges
- Registration Management (changing registrations)
- Cancel partially paid registrations
- Guest registration
- Revenue
- PayPal Integration
- Accounting Information at the item level
- Accounting Metadata integration with payment processors
- Batch Payment Processing