If you’re using JourneyCARE’s built-in contracts feature, you can now collect and securely store card details as part of the document. Simply place the new “Card Details” field where you wish for the information to be captured. Once added, the card is securely saved and can be used later for issuing payments on invoices, subscriptions, or follow-up charges. This currently works with Stripe, Authorize.net, NMI, and Square. It will NOT work for PayPal or custom payment providers.

Occasionally, the team would get questions about whether “chat” could simply appear embedded on a web page instead of requiring a floating chat bubble in the corner. That wasn’t possible before, but it is now! This means you can now place chat alongside key moments such as calls-to-action, forms, or pricing sections, creating a more natural, integrated experience for your visitors. The embedded chat adapts to your layout and works seamlessly across desktop and mobile, so it feels like part of your site rather than an overlay. We made this change because we recognize that placement matters for engagement. By positioning chat exactly where your members or other website visitors are making decisions, you can increase conversations, reduce friction, and create a more intentional path to conversion.

When merging contacts, users were sometimes surprised that documents like contracts didn’t carry over to the primary contact. With this latest update to the Merge capability, that will no longer happen. Now, when two contacts are merged, any documents associated with the contacts will transfer over to the primary record. This means that everything stays intact without needing to track down files or re-upload anything after the merge.

The Gift Card feature that rolled out right before the holidays has graduated out of Labs and is now available in all accounts. This allows you to create, sell, send, and redeem gift cards directly within JourneyCARE with no third-party e-commerce systems required. Cards can be used for invoices, forms, and store orders. You can use gift cards in a traditional way - for gifts - or issue them directly to people for special promotions, refunds, or member appreciation. You can customize denominations, branding, delivery timing, and even track balances and usage. I think you’re going to love how this opens up new opportunities for revenue and engagement. Whether you’re offering gift memberships, event credits, or promotional incentives, gift cards make it easy to deliver value while keeping everything centralized and easy to manage.

As you’re likely aware, we’ve had AI CARE Assistants available for a while, with interaction possible via Website chat or a Voice phone call. Now, we’ve added the ability for the AI Assistant to respond to emails. When an email comes in, Conversation AI can read the message, understand the context (including past conversations and contact details), and send a thoughtful response automatically—all while preserving proper email formatting like subject lines and threading. You can even control how those responses look, from simple plain text to fully designed templates. Email is still one of the primary ways members and prospects reach out. This update helps you respond faster, stay consistent across channels, and reduce the manual back-and-forth without sacrificing a personalized experience.

Keeping your forms visually consistent just got a whole lot easier. You can now access your Brand Board colors directly within the Builder’s color picker - no more copying and pasting hex codes. When styling elements like buttons, inputs, or labels, you’ll see your saved brand colors right alongside default and custom options. You can also add or manage colors on the fly by jumping into Brand Settings without leaving your workflow. This update speeds up design work, reduces inconsistencies, and makes it much easier for multiple team members to create polished, cohesive experiences across your site and forms.

Personally, I am not a TikTok’er, but a lot of organizations out there are using it for audience building. If your organization is one of them, staying on top of comments just got easier! You can now view and reply to TikTok comments directly inside Social Planner, alongside your other social channels. The TikTok comments flow into the same Comment Management inbox, so your team can respond quickly, stay organized, and keep conversations consistent across platforms. You can even reply within threaded conversations (one level deep), making it easier to manage ongoing engagement. This means that there’s no more jumping between platforms to keep up with comments. This update helps you respond faster, maintain a consistent voice, and manage all your social engagement in one place, especially helpful as TikTok continues to grow as a member engagement channel.

Did you know that JourneyCARE lets you easily track sales opportunities, such as potential Conference Sponsors or Corporate Partnerships? You’ll find it under “Opportunities” in the left navigation. If you don’t see it, you may need to toggle the feature on in your User permissions in the Settings. It’s worth checking out! The latest update to this feature is aimed at making it even more intuitive and visual. You can create new pipelines differently from a dropdown menu, and you can apply colors to the stages, making it even easier to see what’s happening at a glance.

Forms, surveys, and quizzes now connect directly to the Media Center, giving you a single, consistent place to find, upload, and reuse your images. Simply browse existing assets or add new ones right from wherever you’re working. This updated experience is available in places like image upload fields, rich text editors, quiz results, and even QR codes. Why this matters: It saves time, reduces duplicate uploads, and makes it much easier to keep your visuals consistent across your organization. If you work in forms a lot and find yourself uploading the same logo or graphic repeatedly for different forms, this update is going to feel like a breath of fresh air!