JourneyCARE.app News & Updates

Media Picker Updates

Wed, 15 Apr 2026 15:51:26 GMT

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!

Pipeline Stage Colors

Wed, 15 Apr 2026 15:51:26 GMT

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.

TikTok Comment Management

Wed, 15 Apr 2026 15:51:26 GMT

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.

Color Pre-Sets in Forms

Wed, 15 Apr 2026 15:51:26 GMT

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.

AI Answers Emails

Wed, 15 Apr 2026 15:51:26 GMT

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.

Gift Card System

Wed, 15 Apr 2026 15:51:26 GMT

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.

Contact Merge Updates

Wed, 15 Apr 2026 15:51:26 GMT

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.

Embedded Live Chat

Wed, 15 Apr 2026 15:51:26 GMT

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.

Document Payment Collection

Wed, 15 Apr 2026 15:51:26 GMT

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.

New Math Options for Workflows

Thu, 02 Apr 2026 13:59:12 GMT

Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first.

This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.

Media Storage in Workflows

Thu, 02 Apr 2026 13:59:09 GMT

You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations.

Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage.

This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages

New Look for Custom Fields

Thu, 02 Apr 2026 13:59:04 GMT

Our development team has also refreshed the custom fields screen to make it simpler, more intuitive, and easier to work with day to day. While nothing about how fields function has changed, the updated interface makes it much faster to find what you need, stay organized, and manage your data with confidence.

You’ll notice a cleaner layout, easier switching between different areas like contacts and opportunities, helpful visual indicators for key fields, and even a live preview so you can see how things will appear before saving.

This new look can be especially helpful when your data is complex. It should now be even easier to keep your database clean, consistent, and aligned with how you actually use it, without the usual friction behind the scenes.

Mobile Payment Updates

Thu, 02 Apr 2026 13:59:03 GMT

We’ve rolled out several updates in the Mobile App to make handling payments “on-the-go” smoother and more efficient. You can now save and manage cards directly on a contact, access a dedicated Payments view inside contacts and opportunities, and even add attachments to invoices right from your phone.

When you’re trying to handle things effectively when you’re away from your computer, this means less back-and-forth and more done in the moment, whether you’re managing event payments, following up on invoices, or working with sponsors and members. Everything stays connected, organized, and easier to act on, no matter where you are.

Custom Object Updates

Thu, 02 Apr 2026 13:59:00 GMT

If your organization uses JourneyCARE’s custom object feature, this announcement is for you. Now, you have the added ability to link companies to your custom objects, giving you a much clearer picture of how everything connects.

For associations, this can mean better visibility into organizational memberships and multi-contact accounts. It becomes easier to track engagement, understand the full story behind a member organization, and segment more effectively.

This update is definitely a strong step in the direction of a more connected, relationship-driven view of your data.

Auto-Payments Updates

Thu, 02 Apr 2026 13:58:58 GMT

We’ve made a small but important change to help you get paid more reliably. Auto-payment is now turned on by default for recurring invoices and payment schedules.

For you, this means fewer missed payments, less manual follow-up, and a smoother experience for both you and your members. You still have full control to switch off the auto-payment, but the default now works in your favor.

Image Layouts in Forms

Thu, 02 Apr 2026 13:58:50 GMT

In forms and surveys, you’ll now notice new layout and styling options that make it even easier to create a look that is clean, polished, and on-brand. With more flexibility in how images are placed, styled, and displayed, you can better highlight what matters and create a more engaging experience for your members.

It’s a subtle upgrade, but one that can make your forms feel more intentional, more visual, and more aligned with the overall experience you’re creating.

Coupon Code Updates

Thu, 02 Apr 2026 13:58:31 GMT

For those of you who use Coupon Codes, you’ll love this latest release that gives you more control over how coupons are applied, making it easier to run promotions that actually fit your strategy. Instead of discounting an entire product, you can now target specific pricing options or variations within it.

For associations, this opens the door to more thoughtful offers, like promoting a specific event tier, incentivizing upgrades, or running limited-time discounts without impacting everything else. It’s a smarter, more precise way to use promotions without the usual workarounds.

View Forms in Conversations

Thu, 02 Apr 2026 13:58:19 GMT

One of the unique features in JourneyCARE is the ability to actually automate experiences with the forms and surveys that you create.

Now, we’re giving you the ability to access a contact’s form submission directly in the Conversations panel. This makes the information that they’ve submitted available to you directly alongside messages and past interactions. No more jumping between tabs to piece things together.

This means your team can instantly understand what someone submitted before responding, making follow-ups faster, more personal, and more effective. It’s a simple change that helps you stay organized and respond with confidence.

STYLE YOUR QR CODES

Thu, 02 Apr 2026 13:58:14 GMT

Did you know that JourneyCARE has a built-in QR maker? You’ll find it under “Standard Site Options”. This feature allows you to instantly create QR codes that you can use in your presentations or marketing materials.

Now, we’ve added more advanced design options that allow you to create QR codes that actually feel like part of your brand. With updated shapes, styling, and the ability to add simple call-to-action text, your QR codes can now look more polished and give members a clearer sense of what they’ll get when they scan.

Import Templates with AI

Tue, 17 Mar 2026 11:41:43 GMT

ANY email - from your inbox or from a previous marketing platform - can now become a fully editable template in Email AI in minutes. No manual rebuilding.

Just forward the email to a special email address and the system will create an editable version of that template in your email campaigns.

New SmartList Filters

Tue, 17 Mar 2026 11:40:23 GMT

SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc.

You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.

Ecommerce Updates

Tue, 17 Mar 2026 11:39:10 GMT

There have been quite a few updates released for the ecommerce feature, so if you’re running a store for your organization, you may want to check these out:

Shipping options now sort automatically by price with the most affordable option listed first. This means that if you’re offering Free Shipping, people will see that first and it will be automatically selected.
Variant image sync - when customers select a variant, the product image automatically updates to the image assigned to that variant, creating a clearer and more intuitive shopping experience.
Additional Product Media Layout Options on your details page - choose from Gallery, Carousel, or Two Column views
A new “zoom in” feature allows customers to inspect finer details.

Facebook Post Sync

Tue, 17 Mar 2026 11:37:45 GMT

You can now automatically sync existing Facebook posts directly into the JourneyCARE Social Planner. Once enabled, we’ll pull in posts from the last 30 days so that any posts that you’ve done outside of JourneyCARE will appear in our platform, alongside your scheduled and published posts.

We’ve also added a daily refresh for post insights, so analytics update every 24 hours and your reporting stays current. This allows you to view and analyze all of your Facebook content in one place.

Add Notes to Custom Objects

Tue, 17 Mar 2026 11:36:40 GMT

JourneyCARE now allows administrators to add notes directly to Custom Object records, making it easier to keep important context attached to the exact item it relates to.

For association teams managing complex data and multiple stakeholders, this small improvement makes it much easier to maintain a clear history of decisions and updates tied to the right record.

Export Email Statistics

Tue, 17 Mar 2026 11:35:39 GMT

Need to do a deep dive into your email statistics? You can now export performance data directly from the Email Stats section as a CSV file. The file will contain

You can easily generate exports for:

All campaigns
Email marketing campaigns only
Workflows only - at an individual email action level
Bulk actions only

Workflow Sticky Notes

Tue, 17 Mar 2026 11:34:20 GMT

If you’ve ever opened an automation and thought to yourself, “hmmm… what was this automation for?”, this update is for you.

Previously available in the Advanced Builder, you can now add images, color-code branches, or leave text annotations directly inside your workflows. Sticky notes are only visual references and do not impact the automation logic in any way. This allows you to makes notes about what your automation is doing - what happens before or after - or why certain things happen the way they do. It’s a great tool for refreshing your own memory or communicating important pieces of information for other team members.

Dashboard Date Filters Now Remember Your Selection

Tue, 17 Mar 2026 11:33:10 GMT

JourneyCARE dashboards just got a small but helpful usability improvement. When you apply a date filter on a dashboard widget, the platform will now remember your selected date range as you navigate around the dashboard.

For association leaders and administrators who regularly review metrics like membership growth, event registrations, email engagement, or revenue trends, this saves time and reduces frustration. Previously, you might have needed to reset the date range each time you returned to a dashboard. Now the system keeps your selected timeframe in place, allowing you to focus on the insights rather than resetting filters.

You’ll notice this improvement directly within dashboard widgets that include date filters. Once you choose a date range, it will persist while you continue working within the dashboard, making it easier to review data consistently across multiple widgets and reports.

Activate/Deactivate Community Group Tabs

Tue, 17 Mar 2026 11:31:22 GMT

For those of you who have wanted more flexibility in your Community structure, you now have the ability to toggle tabs on/off. This means if you’re not using the Leaderboard feature, or you don’t want the Learning tab to show, you can simply disable those.

Simply go into the Community Settings to find this new capability.

Build Workflows Fast with AI

Tue, 17 Mar 2026 11:29:43 GMT

Have you given the AI feature a try inside Workflows? This feature has dramatically shifted from being a “helpful tool for beginners” to being the fastest way to create new workflows, even for experienced power users.

For example, you can simply type: “When a form is submitted, I want to send an email to the form submitter and an SMS as well, plus an internal notification to my team.” In about 15 seconds, the structured workflow appears.

Need changes? Simply chat with the AI and describe what needs to be different. This feature is getting faster and more accurate with each round of updates.

Bulk Import Custom Objects

Tue, 17 Mar 2026 11:27:55 GMT

We’ve always had the ability to import just about anything that you’d like into Contact Records, but now that ability extends to Companies and Custom Objects. You’ll now have access to duplicate detection, field mapping, verification, and detailed import tracking - all with a guided 4-step flow.

Note that your import does need to be in CSV format, just like you have to do for Contact imports.

Canva Integration is Here!

Fri, 27 Feb 2026 13:15:11 GMT

If you use Canva - the extremely popular graphic design tool - today's announcement is likely one you've been eagerly awaiting. Canva integration is finally here!

Yes, we've had a link over to the Canva site inside accounts for a while, but now you have quick and seamless integration to Canva-created graphics directly inside your Media Library.

You'll find the connection button in the Media Library, next to the Google Drive button. Do a one-time "Connect", choose your Canva account, say Yes to the required permissions, and grant access. The video above shows some screenshots to walk you through.

Once you are connected, you can directly access any graphics that you've created in Canva and you can also choose to edit any existing image in Canva. The whole process is quick, easy, and seamless.

Check it out and let us know what you think!

Disable Photo Requirement in Groups

Fri, 26 Dec 2025 11:00:00 GMT

Since rolling out the Community feature in JourneyCARE, we've discovered that organizations fall into two difference preferences. There are some that want every group member to have some sort of photo on their profile and there are others that do not care about such things and just want to get people into the group with as little friction as possible. So now we've made it possible for you to toggle the photo requirement on or off based on how you'd like it to work.

Enhanced Merge Action

Wed, 24 Dec 2025 11:00:03 GMT

The next time you merge contacts, you'll want to be aware of a change in how workflows are handled. In this quick video, we explain the old action and what you can expect going forward.

Build Workflows Faster Using AI

Tue, 23 Dec 2025 11:30:01 GMT

An awesome new AI enhancement has been added to JourneyCARE accounts which will make it even easier for organizations to automate member experience design and administrative tasks. Simply type in natural language what you are trying to build and the platform will attempt to create that automation for you.

As an example, you could ask the AI to create a sequence of emails that triggers when a tag is added and spaces the emails a week apart. You could also specify what you'd like the emails to be about. In just a few moments, the entire workflow is generated, including draft text for the emails

NOTE: The content of *anything* that the AI writes in JourneyCARE will be much stronger if you go into Marketing --> Brand Board --> Brand Voice and answer the questions there. It allows the AI to know more about your organization, audience, and communication preferences so that the messages that it writes for you are more on-target with what will work for you.

Right Click in Workflows for Faster Editing

Mon, 22 Dec 2025 11:00:01 GMT

If you're a chronic right clicker when you're using software, you'll be happy to know that we've added that capability in JourneyCARE. When you're working with your automations, simply right click for easy access to copy, move, paste, or add a note. It works exactly like you'd expect, reducing the number of clicks required to get to those important settings.

Collect Video Testimonials in JourneyCARE

Sun, 21 Dec 2025 13:39:32 GMT

One of the most powerful assets that any organization can have in its marketing toolkit is a collection of testimonials from happy fans.

We're excited to announce that you can now collect video testimonials via JourneyCARE and embed them seamlessly into any website.

Each testimonial can be up to 2 1/2 minutes of video. Look for this feature in the "Reviews" section of your account. If you don't see reviews, drop us a line at the Help Desk and we'll activate that for you.

Once activated, you'll be able to create special links to send to your audience allowing them to easily record their video and instantly submit to you. Once you have a few selected, you can customize a display widget to showcase those on any website page.

Easy Margin Adjustments for Forms, Surveys & Quizzes

Fri, 05 Dec 2025 11:00:01 GMT

This is one of those teeny tiny adjustments that might seem like no big deal, but if you've ever had a form where you couldn't get the spacing to look exactly like you want it to look, you'll appreciate this update.

While you could previously do some extra custom styling with CSS code, you'll now notice that there's a super easy slider and margin parameters that can be set for the outside spacing on your Forms, Surveys, and Quizzes. Try it out and let us know what you think!

All-in-One Chat Widget Expanded

Wed, 03 Dec 2025 13:20:36 GMT

There's good news today for those of you who use JourneyCARE's All-in-One Chat Widget on your website. We've added Facebook, Instagram, and Voice AI as options that you can choose as communication channels.

The options are easy to add in the Chat Widget settings. Note that you do need to have a Facebook or Instagram account connected to JourneyCARE in order to see those as things that you can choose. For Voice AI to show up as an option, you need to have a Voice AI agent configured in your account.

Gift Cards Are Here!

Tue, 25 Nov 2025 22:07:27 GMT

Just in time for the holiday season, we are excited to announce that Gift Cards are here! You now have the ability to design Gift Cards that perfectly match your branding, set your denominations, and sell them on your site or via links. Once you've implemented the feature, the option for your customers to redeem cards that they've purchased will appear on your payment forms and ecommerce check-out.

You'll find this new feature by going to Payments (left nav), then look for the new Gift Cards item in the top nav.

We can't wait to hear what you do with this!

Seamless Sending for Postcards & Letters

Sun, 16 Nov 2025 14:35:13 GMT

We've just integrated a new way to send postcards and letters. This solution doesn't require setting up a separate account and doesn't require purchase of bulk credits, which makes it much easier to use. It's available seamlessly inside contacts and workflows.

Once you've activated the new feature, there are 3 ways to send your printed items:

In bulk from the designer;
From inside a contact's record;
As an action in any workflow.

Check it out and let us know what you think!

Introducing: Community Newsletters

Tue, 23 Sep 2025 10:15:00 GMT

Clients often ask about ways to boost engagement inside their community groups and we always say that you need to show them what they are missing!

Now there is a super easy and automated way to do that with Community Newsletters! The newsletter feature is a digest of your trending posts and hot topics, send out automatically to all group members on the frequency you choose. Members can control whether they receive the digest from their Notification settings.

A group administrator does need to go into the Settings to turn this feature on and choose how often you'd like it to go out - Daily, Weekly, Bi-Weekly, or Monthly.

New Integrations: ClickUp, Notion, and Airtable

Mon, 22 Sep 2025 10:00:07 GMT

If your organization uses Notion, ClickUp, or AirTable for project management or other purposes, you'll likely be excited to know that JourneyCARE now connects instantly to all three. This means you can seamlessly pass information back and forth between these software platforms without using third party middleware like Zapier.

We'd love to hear how you use this new capability. Drop a line and let us know!

Member App Updates

Fri, 19 Sep 2025 18:08:57 GMT

The next time you're exploring the Member App, you'll notice a few changes including a smoother login flow, new bottom navigation, user experience enhancements, and a simplified group switcher.

Check it out and let us know what you think!

Certificate Builder Enhancements

Wed, 10 Sep 2025 10:00:00 GMT

If you haven't designed a certificate lately in JourneyCARE, you'll want to pop in and take a look. Some new enhancements have rolled out in the builder that we think you're going to like.

One of the big changes is that you can now customize the size of your Certificate, so if you want people to be able to print out the Certificate onto standard US letter-size or A4, now you can do that. But you'll also find zippy responsiveness and new design elements that you can use like shapes and icons.

Check it out and let us know what you think!

Tax Rate Accuracy to 4 Digits

Tue, 09 Sep 2025 10:00:01 GMT

This may seem like a tiny little update, but if you've ever run into th is limitation, you'll understand that it's a big deal. You can now display and calculate tax rates to four digits. This provides greater accuracy in your calculations.

The change will be seen across the entire platform, including invoices, receipts, check-outs, and exports. It impacts only new transactions, not purchases made before this update.

Resolve Form Errors Faster

Mon, 08 Sep 2025 10:15:00 GMT

Sometimes when people hit the submit button on a form in JourneyCARE, it wasn't always obvious to them that they had made an error. If they didn't scroll back up to see that a field had been flagged with an error, they'd think that the form wasn't working. Now, if someone tries to submit a form with an error, it will automatically scroll back up to the field that has the error.

This should make it easier for them to correct their error, resulting in less trouble-shooting that you have to do.

Xero Integration is Here

Fri, 05 Sep 2025 17:00:00 GMT

Does your organization use Xero for accounting? If you do, you'll be excited to know that we've begun our integration process. In this first stage, you can sync contacts, invoices and tax settings. Coming up, you'll be able to be more granular in the contact groups that sync and also sync receipts.

New Formatting Options for Forms

Thu, 04 Sep 2025 00:22:20 GMT

The next time you're creating a form in JourneyCARE, you'll notice that you have new formatting options for label alignment. Instead of all labels being at the top or at the side, you can choose alignment at the field level. This provides you with new flexibility in the design and structure of your forms. Check it out and let us know what you think!

Instant Testing and Sharing for QR Codes

Wed, 20 Aug 2025 18:41:18 GMT

This is one of those quick "qua lity of life" updates for those of you who use the QR Code functionality in JourneyCARE. Now, you no longer have to download a QR Code image in order to share it with your graphic designer or other team mate. Simply click the little "copy" link that you'll see next to the download button. This should save you a bit of time whenever you use this tool.

Copy Actions to a Different Workflow

Thu, 14 Aug 2025 19:25:13 GMT

We just rolled out an awesome update for the Workflow Builder.

Now, in addition to being able to Copy/Paste within the same workflow, you have the option to Copy/Paste into a completely different workflow!

For those of you who spend a lot of time building out automations, this small change could save HOURS of time because you no longer have to start scratch to add actions into a workflow that already exists.

Simply copy like you normally would and note that you can now navigate to any other workflow and paste.

Disclaimer Generator Expanded to Cover 87 Privacy Laws, Rules & Regulations

Thu, 07 Aug 2025 10:00:03 GMT

Although not needed for all websites, a Disclaimer is a critical document for many types of websites as it helps you limit your liability that can arise from certain website features.

Whether you advertise third party products or services, sell or display health products, participate in an affiliate program, provide health and fitness advice, or provide information that could be seen by others as legal advice, a Disclaimer can help protect your website and organization.

Here at JourneyCARE, we partner with Termageddon to help organizations create custom website policies. Termageddon recently announced an expansion in their Disclaimer Generator's capability, now covering 87 additional laws, rules, and regulations, plus having applicability beyond the United States, to include Canada, the United Kingdom, Ireland, and Australia.

Here is a list of the additional laws, rules, and regulations added:

Testimonials, reviews and endorsements

Federal Trade Commission’s Trade Regulation Rule on the Use of Consumer Reviews and Testimonials
Australian Competition and Consumer Act 2010 Schedule
Australian Competition and Consumer Commission Online Product and Service Reviews Guidance
Unfair Commercial Practices Directive (Directive 2005/29/EC)

Copyrighted work – fair use doctrine

17 U.S. Code Section 107

Health products

Therapeutic Goods Act 1989
Therapeutic Goods Regulations 1990
Therapeutic Goods Advertising Code 2021
S.I. No. 541/2007

Lawyers/Law Firms

Canada

Model Code of Professional Conduct
Ontario Rules of Professional Conduct
British Columbia Code of Professional Conduct
Alberta Code of Conduct
Quebec Code of Ethics of Advocates
Manitoba Code of Professional Conduct
Saskatchewan Code of Professional Conduct
Nova Scotia Code of Professional Conduct
New Brunswick Code of Professional Conduct
Newfoundland and Labrador Code of Professional Conduct
Prince Edward Island Code of Professional Conduct
Yukon Code of Conduct
Northwest Territories/Nunavut Code of Conduct

United Kingdom

Solicitors Regulation Authority Code of Conduct for Solicitors
Bar Standards Board Code of Conduct
Solicitors’ Practice Regulations
Republic of Ireland
Legal Services Regulation Act 2015
Advertising Regulations 2020 (S.I. No. 644 of 2020)

Australia

Legal Profession Uniform Law
Legal Profession Uniform Conduct Rules
South Australian Legal Practitioners Conduct Rules

United States

American Bar Association Model Rules of Professional Conduct
Alabama Rules of Professional Conduct
Alaska Rules of Professional Conduct
Arizona Rules of Professional Conduct
Arkansas Rules of Professional Conduct
California Rules of Professional Conduct
Colorado Rules of Professional Conduct
Connecticut Rules of Professional Conduct
Delaware Lawyers’ Rules of Professional Conduct
Florida Rules of Professional Conduct
Georgia Rules of Professional Conduct
Hawaii Rules of Professional Conduct
Idaho Rules of Professional Conduct
Illinois Rules of Professional Conduct
Indiana Rules of Professional Conduct
Iowa Rules of Professional Conduct
Kansas Rules of Professional Conduct
Kentucky Rules of Professional Conduct
Louisiana Rules of Professional Conduct
Maine Rules of Professional Conduct
Maryland Attorney’s Rules of Professional Conduct
Massachusetts Rules of Professional Conduct
Michigan Rules of Professional Conduct
Minnesota Rules of Professional Conduct
Mississippi Rules of Professional Conduct
Missouri Rules of Professional Conduct
Montana Rules of Professional Conduct
Nebraska Rules of Professional Conduct
Nevada Rules of Professional Conduct
New Hampshire Rules of Professional Conduct
New Jersey Rules of Professional Conduct
New Mexico Rules of Professional Conduct
New York Rules of Professional Conduct
North Carolina Rules of Professional Conduct
North Dakota Rules of Professional Conduct
Ohio Rules of Professional Conduct
Oklahoma Rules of Professional Conduct
Oregon Rules of Professional Conduct
Pennsylvania Rules of Professional Conduct
Rhode Island Rules of Professional Conduct
South Carolina Rules of Professional Conduct
South Dakota Rules of Professional Conduct
Tennessee Rules of Professional Conduct
Texas Disciplinary Rules of Professional Conduct
Utah Rules of Professional Conduct
Vermont Rules of Professional Conduct
Virginia Rules of Professional Conduct
Washington Rules of Professional Conduct
West Virginia Rules of Professional Conduct
Wisconsin Rules of Professional Conduct for Attorneys
Wyoming Rules of Professional Conduct for Attorneys At Law

US Territories

American Samoa Rules of Professional Conduct
Guam Rules of Professional Conduct
Northern Mariana Islands- adopted the American Bar Association Model Rules of Professional Conduct
Puerto Rico Rules of Professional Conduct
U.S. Virgin Islands Rules of Professional Conduct

Reply Envelopes Now Available for Mailings

Tue, 05 Aug 2025 16:46:09 GMT

TRANSCRIPT:

For those of you who use JourneyCARE's built-in integration with Postalytics to send print mail via USPS, I'm happy to share that you have a new option to include a reply envelope. Reply envelopes are a great way to boost the likelihood that you are going to get a response because it removes the effort required for someone to do so.

You can use them with fundraising campaigns, election ballots, paper surveys, or offline program enrollments. Anytime you want to make it easy for someone to return a response to you, consider including one. There are actually two options.

First, a business reply envelope, which is pre-addressed and postage paid, so the response can be sent back to you without someone adding a stamp. As the sender, you only pay for postage if the envelope is returned. Using this type of envelope also requires getting a special permit from the USPS. Our partner post alytics can help with this permit process.

The other option is called a courtesy reply envelope, and this type is pre-addressed, but the recipient needs to apply a stamp so you are not covering the postage on these replies. That makes it lower cost and also there is no USPS permit required.

One final quick note in order to see the reply envelope option. You need to be using the 8 1/2 x 14 inch letter format, which gives you a removable section that someone would be returning in the envelope. If you are using any other style of mailer, you won't see the envelope option.

Go ahead and give this new option a try on your next mailing and let us know what you think.

Export Assessment Results

Tue, 05 Aug 2025 10:15:00 GMT

TRANSCRIPT:

Hey there, JayCee here with a quick update for all you instructors and admins. This one's going to make your reporting life a whole lot easier. You can now export assessment results directly from the assessment reporting screen with just one click. That means no more manual copy pasting. No more digging around to find scores.

Just clean structured data exactly when you need it.

A couple of things to note:

First, the export will be based on any filters that you've set.
Also for large exports, over 500 rows, you'll get a secure download link that's good for 24 hours.

This same export feature is coming soon for other screens like course progress, revenue, and Member Insights, so watch for those to roll out soon.

Member Mobile App Updates

Mon, 04 Aug 2025 10:00:00 GMT

TRANSCRIPT:

Our development team just dropped a major update to the mobile app, and it's all about making your member experience faster, smoother, and easier to navigate. Here's what you'll notice first load times for joined communities are faster. Next, switching between courses and communities feels super snappy.

Navigation across screens feels smooth. The layouts are leaner and easier to browse. Finally, both the top and bottom navigation bars got a fresh redesign to make everything more intuitive. Our team's goal, of course, is to provide you with an app that keeps up with you with less friction so that you members can hop into your groups and learning experiences without missing a beat.

I'm also pleased to share that these changes are just the beginning. Even more mobile first enhancements are on the way.

New Display Page for Certificates & Badges

Fri, 01 Aug 2025 10:30:00 GMT

TRANSCRIPT:

Hey there. The next time you visit the credentials area in Journey Care, we think you'll love what's new. The old preview page gone in its place is a sleek professional grade credential page that's designed not just to look good, but to work hard for your members. Each certificate now features a page layout that displays the recipient's name issuing organization issue, and expiry dates all in one beautiful view.

With just a click. Recipients can download their credential or share it directly to LinkedIn, Facebook, Twitter, or WhatsApp. No screenshots, no workarounds, just instant visibility. And speaking of LinkedIn, we've added one click access to LinkedIn's credential form already pre-filled for fast and easy listing.

Perfect for highlighting achievements in seconds. And then one final edition that we think you'll like. There's now a real time verification tool built right in anyone can click to confirm a credentials, authenticity, giving your organization added credibility and helping your members shine even brighter.

That's it for this update, but that's a big change, isn't it? Your ability to issue credentials via JourneyCARE just went from basic to brilliant, so be sure to take a look.

New Workflow Trigger: Address Fields Changed

Thu, 31 Jul 2025 18:12:22 GMT

TRANSCRIPT:

Hey there, JC here with an update for your workflows. If you've ever wished your automations could react when someone updates their address, now they can. We've added a new trigger that can now kick off workflows. The moment a contacts address changes, whether it's a new street address, updated city, postal code, or even country, your automations can spring into action without skipping a beat.

Let's say a contact moves into a different region of the country. You can instantly alert your team, or if a member updates their city, you can automatically tag them to get updates for local events. Even small fixes like correcting a street address can trigger follow-up actions to keep your data clean and your team informed.

Smart, seamless automations can happen where and when you need them, so go ahead and put those address changes to work. As always, if you need any assistance with your workflows, our help desk team is just an email away. Feel free to reach out.

Expanded Capacity for AI CARE Assistants

Thu, 24 Jul 2025 10:30:00 GMT

TRANSCRIPT:

Hey friends, JayCee here, your AI powered client educator for Journey Care. I'm back today with an exciting update about the AI capability in your account. The capability of the AI care assistance in Journey Care has been expanded, which means that your bots are even more flexible in their conversations.

With your contacts, you can now have your AI care assistant collect up to 20 contact fields during their interaction. That is a massive increase from the three fields that you could do before. This means that you can get richer data collection from a membership inquiry, event registration, donation, or sponsor signup.

Additionally, you can trigger up to five workflows. Again, that's an increase from three before. We hope you've been loving the amazing things you can do with your customizable care assistants. If you've created something super useful, drop us a line here at the help desk and let us know.

Show Up in AI-Search... Automatically!

Wed, 23 Jul 2025 11:59:11 GMT

TRANSCRIPT:

Hi there. It's JayCee from the Journey Care team with some exciting news that makes your website even more AI ready. And the best part, you don't have to do a thing. We've automatically rolled out something called LLMs txt on all published sites. It's already working behind the scenes for you. Think of it like a cheat sheet for AI made specifically for tools like Chat, GPT, Claude and Perplexity.

It gives these large language models a clean, structured map of what your site is all about. That means when someone asks an AI tool about your organization or a topic that your website covers, the right information is readily available in a format that AI easily understands. Here's what happens automatically every time you publish your site.

Now, a fresh AI friendly file is created behind the scenes. It includes your live pages, including things like blog posts, product pages, and multi-language versions of your pages. If you have those, it skips over drafts or no index pages. Keeping the good stuff front and center. This update for journey care sites is a really big deal because most websites don't have this yet, but your site does, which means that AI tools are more likely to represent your organization accurately, link to your content, and present your brand in a clear and professional way.

We also hope it serves as another sign that the Journey Care Team is helping you stay future ready. As the world changes, marketing evolves and consumer expectations shift. As always, if you have any questions, please reach out. Our team is here to help.

New Stripe Card Readers in Mobile

Tue, 22 Jul 2025 19:04:56 GMT

TRANSCRIPT:

This is just a quick announcement to let you know that it is now possible to connect two models of Stripe's, internet connected card readers to the mobile app. This provides you with a new way to take secure in-person payments through the point of sale feature. This update is specifically for the BBPOS WisePOS E and Stripe S700.

To use one of the new readers, you must be using Stripe as your payment method. Simply connect the reader to the same internet network as your mobile device. Inside the mobile app settings, you'll be able to pair the reader in the payment devices area. It should walk you right through the process. If you have any trouble getting connected, let us know.

We do strongly recommend that you connect and test your processes ahead of any event where you plan to use the reader. That way you can get acclimated to how it works beforehand.

Order Bumps Now Available in Forms

Fri, 18 Jul 2025 23:00:14 GMT

Order Bumps are now available in Forms and Surveys.

What is an "Order Bump"?

Bumps are essentially an add-on which you are offering when someone purchases something else. It's like when the fast food restaurant asks "would you like fries with that?" when you order a burger.

Now, when someone is signing up for your Conference, you can have a special highlighted area that says, "hey, wouldn't you like to get a T-shirt for the event, too?" or "how about grabbing an annual membership along with that conference ticket?"

Key Highlights

Classic & Modern Bump Styles: Choose between the traditional Classic view or a sleek Modern layout.
Multiple Templates: Templates are crafted to increase visibility and engagement.
Custom Design Options: Modify bump colors, icons, highlight text, borders, pricing display, and more.
Supports Multiple Bump Products: Add more than one bump product to a single form or survey.
Toggle & Reorder: Activate or deactivate bump products with ease and arrange their order to suit your needs.

IMPORTANT: Either the main product or a bump product can be set as recurring, but not both simultaneously.

How It Works

Insert a Sell Product field into your form or survey.
Choose your product type as either Main Product or Bump Product in the settings panel.
Enable Bump Products and select your preferred style—Classic or Modern.
Pick a template, configure your styling and text, and preview it live.
Save your form or survey and start collecting boosted payments.

AI Help directly inside of Workflows

Tue, 01 Jul 2025 16:16:28 GMT

We're excited to announce the addition of AI-powered assistance directly inside the workflow builder.

You'll likely notice this the next time you are creating Triggers or Actions. If you'd like a little more guidance on set-up or practical examples, simply click the Learn More button at the top-right of the panel to launch the guide.

Social Planner - Category Queue Updates

Fri, 27 Jun 2025 10:00:00 GMT

If you're taking advantage of JourneyCARE's Social Planner feature, you'll be happy to see that we've streamlined the process of adding posts to a Category Queue.

Previously, you had to schedule or publish a post in order to add it to a queue, but you can now do that on-the-fly as you are creating the post. Simply choose the category you want from a dropdown or create a new category at that time.

Customizable Badges are Here!

joy@joyofmembership.com (Joy Duling) — Thu, 26 Jun 2025 10:15:00 GMT

You can now create custom Badges in your JourneyCARE account. You'll find this feature in the same area as Certificates. Simply design your badge and use the "Issue Certificate" action to automatically send the badge. You'll find that both badges and certificates are available in the dropdown where you choose which item to send.

International Automated Taxes (including VAT)

Wed, 25 Jun 2025 10:00:00 GMT

If your organization serves a global audience, you'll be excited to know that you can now automatically calculate international taxes.

What's New:

Select multiple countries for automatic tax calculation and also add country-specific VAT IDs or local tax ID numbers.
Configure and manage nexus addresses to determine tax obligations in different geographies.
Taxes are automatically applied on checkouts and invoice payments based on the customer’s address.
Applicable across all checkout types - Payment Forms, Payment Links, Invoices, and Ecommerce Stores
Also applicable across all payment providers - Stripe, Authorize.net, PayPal, Square, etc.

Authenticator App Support for Two-Factor Authentication (2FA)

Tue, 24 Jun 2025 10:40:07 GMT

JourneyCARE now offers 2-facto r authentication for administrators via Authenticator apps like Google Authenticator, Microsoft Authenticator, Authy or Duo.

You'll find the new option under Settings --> My Profile. Simply click the QR code that is provided using your preferred app and then enter the code that your app provides.

Social Planner Shortcuts Added

Thu, 19 Jun 2025 10:15:00 GMT

We’ve rolled out two enhancements to streamline your workflow on the social planner dashboard:

New Socials Shortcut: You can now quickly access your Social Planner with the "Add Socials" shortcut directly from the dashboard. One-click access to streamline your posting workflow!

Sticky Dropdown Actions: In the social accounts dropdown, the "Add Account" and "Add Group" options are now sticky—always visible at the bottom for easy access, no matter how many accounts you’ve added.

Why it matters?

Many users were unaware of how to start using the Social Planner or found the navigation buried. This shortcut reduces friction for new users and makes the Social Planner more discoverable and accessible for everyone.

Also, when users had multiple social accounts or groups, key actions were pushed out of view, leading to confusion and extra scrolling. Making them sticky ensures that these critical actions are always visible, no matter how full the list gets.

New Trigger Available: Paused Subscription

Wed, 18 Jun 2025 10:00:00 GMT

A new trigger is available to you in Workflows: Subscription Paused .

This means that you can automatically take action whenever a membership is paused instead of canceling. Pausing is a way to give a member a break without completely breaking their subscription.

Previously, a membership had to be completely cancelled and then repurchased, so this is just another way to give you more flexibility around how you manage your member journey.

E-Commerce Enhancements for Mobile

Tue, 17 Jun 2025 10:00:00 GMT

We’ve rolled out a series of user experience improvements designed specifically to enhance your members’ mobile shopping experience. From product discovery to post-purchase, everything’s been fine-tuned to be faster, cleaner, and easier to use.

Here’s what’s new:

Product Ratings, Simplified: We’ve added a single star emoji with rating count at the bottom left of each product image—streamlined and easier to scan.

Smarter Sort & Filter: The filter experience has been completely redesigned with a more intuitive layout—and we’ve fixed the price filter overflow issue on smaller screens.
Dropdown Display Fixes: Dropdowns in the “Create Review” section now behave as expected—no more overflow issues on mobile.

Cart Drawer Upgrade: Better organization for subscription info and error messages makes the cart drawer more user-friendly.

R edesigned Cart Page: We reorganized cart item details for a cleaner, more digestible look.

Checkout Page Summary: A new accordion-style cart summary lets customers easily toggle cart details during checkout.

Better Coupon Placement: The coupon field is now conveniently located near the subtotal and total, right where your customers expect it.

Thank You Page Refinement: We’ve rearranged the layout to improve visibility and give your customers a more polished post-purchase experience.

These updates are all about removing friction and helping your shoppers glide from product discovery to checkout, especially on mobile.

Pass On Credit Card Fees

Mon, 16 Jun 2025 10:00:00 GMT

This latest update to JourneyCARE provides your organization with more flexibility when it comes to collecting payments.

You now have the option to pass on credit card processing charges, or other miscellaneous fees, to the person making the payment.

With just a quick setting, you can ensure your association isn't absorbing extra costs.

To take advantage of this new capability, go to your Payment Settings and look for the section for Miscellaneous Fees. Turn it on, set your percentage, choose a label (like “Processing Fee”), and decide exactly where you want that fee to show up. Just check the boxes and you're good to go!

The fee is automatically calculated based on the transaction amount and shows up as a separate line item during checkout, so everything stays transparent for your members and supporters.

A couple of things to keep in mind:

This applies to new transactions only. Nothing changes on invoices that have already been sent out or payment plans that are already in place.

Also, it is very important to know that the rules around credit card processing fees are different in different states and local jurisdictions. So know what rules impact you based on your organization's location or where your customer transactions occur.

In the future, we're planning to expand this capability to more areas like Ecommerce and mobile point-of-sale. Plus, we plan to allow you to set different fees by channel and provider, so watch for future updates on that.

New Audio Formats Allowed in Media Library

Fri, 13 Jun 2025 10:00:00 GMT

This update introduces support for uploading audio files with the MIME type audio/wav, in addition to the previously supported audio/x-wav.

Purpose

To expand file compatibility and improve user experience by ensuring broader support for audio uploads, particularly the commonly used audio/wav format.

What Changed

Before: Only the MIME type audio/x-wav was supported.

Now: The system now supports both audio/x-wav and audio/wav MIME types.

This update improves compatibility with different audio file exporters and recording tools that use audio/wav.

Social Planner Update

Thu, 12 Jun 2025 10:45:02 GMT

You can now create higher-quality, platform-specific AI content in Social Planner with our all-new, guided content questions powered by Content AI.

What’s Changed?

Adaptive Experience: The content generation form now adapts to your selected platform (Facebook, Instagram, LinkedIn, etc.) and content type (Post, Reel, etc.), asking only the most relevant questions.
Brand Voice Integration: Brand Voice fields are auto-filled wherever possible for consistent, on-brand content. You can still override or add extra details as you wish.
Streamlined Workflow: Mandatory fields are always visible, while optional questions are neatly tucked into a collapsible menu - expand them whenever you want more control.
Clearer Content Goals: The new questions help you clarify your key message, content goal, CTA, and more - tailored to each social platform and content type.

How Do I Use This?

Go to Marketing → Social Planner.
Click the "+ New Post" button.
Under the dropdown, select "Content AI" to launch the new experience.

Try it out and share your feedback for the generated content

Import Exam Questions Into Courses

Wed, 11 Jun 2025 22:59:45 GMT

We’ve introduced a faster, more streamlined way to add content for your course assessments at scale using a CSV upload feature:

What’s New

Upload assessment questions via CSV directly inside the course editor
No persistent storage of the uploaded file — prioritizing privacy and performance
Optimized for scale — upload large sets of questions quickly and reliably

Why It Matters

Efficiency: Create assessments faster without manual input
Security: Avoid storing sensitive or bloated files
Simplicity: Cleaner workflows for bulk content creation

Reorder Product Images

joy@joyofmembership.com (Joy Duling) — Wed, 11 Jun 2025 10:15:00 GMT

We’re excited to roll out a highly requested enhancement to the product creation and editing experience.

What’s New:

Drag & Drop Reordering: You can now effortlessly drag and drop images within the product gallery to set their desired display order.
Featured Image Indicator: The first expanded image is automatically designated as the featured image, marked with a verified tick icon for easy recognition.
Persistent Image Order: O nce saved, the selected image sequence is retained across sessions and reflected accurately in the E-commerce storefront.
Bulk Image Deletion: Users can now bulk select multiple images and delete them in one action, streamlining image management.
Enhanced Media Library Uploads: From the Media Library, users can now upload multiple files at once with improved performance and user feedback.
Gallery Redesign: The product image gallery has received a visual and functional redesign to deliver a smoother, more intuitive experience.

This update significantly improves how users interact with product images, making product setup and management more efficient and user-friendly.

JourneyCARE Helps You Save - Upcoming Postage Increase

Tue, 10 Jun 2025 10:00:01 GMT

Just a quick heads up for those of you who use JourneyCARE to send conference postcards, annual reports, donor letters, etc.

We are expecting to see a USPS postage rate increase coming in mid-July - July 14th. This upcoming change will result in an average increase of about 7% across various mail formats. It will be important to factor this into your direct mail planning.

Our direct mail partner, Postalytics, will be publishing detailed pricing updates within the next couple of weeks to help you prepare.

In the meantime, remember that you can PRE-PURCHASE mail credits that are good to use for a full year. This means that you lock in current postage pricing and help control your costs.

If this is of interest, you can purchase credits inside your JourneyCARE account.

Advanced CSV Uploading for Social Planner

Mon, 09 Jun 2025 10:15:00 GMT

We’re thrilled to roll out a game-changing enhancement to Social Planner - the Advanced CSV for bulk posting is now live!

This powerful upgrade allows users to bulk schedule content across multiple platforms, including Stories, Reels, Shorts, Google Business Profile, TikTok, Pinterest, and more with unmatched flexibility and ease.

Packed with advanced support for watermarks, media optimization, tags, categories, and first-time comments, this feature redefines what’s possible with social scheduling.

Say goodbye to limitations — and hello to one of the most comprehensive CSV importers in the social posting market.

Email AI in Workflows

Fri, 06 Jun 2025 10:30:00 GMT

Sending Email via workflows just got smarter, faster, and easier - thanks to AI!

We’re thrilled to introduce Email Action AI, enabling users to generate Email with just a simple description.

No copywriting needed.

Simply describe your use-case and AI will write the Email for you.

How to Use It?

Select: Choose "Send Email" action in your workflow.
Activate AI: Click "Write with AI" to open the AI assistant.
Describe: Input your desired functionality (e.g., "Write a promotional Email asking user to utilise holiday season discount and purchase Christmas themed merchandise.").
Tone: Select tone of your Email. (Optional - default is neutral tone)
Generate: Click Generate and let AI craft the Email for you.

New Rating Element Available for Forms, Surveys & Quizzes

Thu, 05 Jun 2025 10:30:00 GMT

A new Rating Element is now available in Forms, Surveys, and Quizzes. This element enables users to collect ratings using a visual scale, improving feedback collection and engagement.

Key Features

Fully functional in Forms, Surveys, and Quizzes.
Multiple Icon Options - includes stars, hearts, thumbs-up, and more.
Customizable Scale - set the number of rating points (e.g., 1–5)
Add custom labels such as “Poor” to “Excellent”
Choose icon alignment: left, center, or top

Submission Output and Visibility

Submission Table
Contact Record
PDF Export
Contact Timeline

New Dashboard Filters

Wed, 04 Jun 2025 14:49:20 GMT

We've redesigned the filter experience to make it more powerful and intuitive.

Along with a new look, you’ll notice smarter behavior and more flexibility when setting conditions on your widgets.

What’s New?

Fresh UI: Sleek, modern layout with better use of space.
Nested Filter Groups: Create multiple filter groups using OR conditions.
Duplicate Filters Allowed: Previously, the same filter couldn't be used more than once — now it's possible through nested groups.
Smarter Warnings: Clear messages when filters are linked (e.g., pipeline and stage).
Chart Type Picker: Choose chart type right from widget settings.
Redesigned Sidebar: Slimmer layout gives more room for live dashboard preview.

Same Experience in Custom Reports : This new filter interface is also being rolled out to Custom Reports, so you get the same flexibility and improved UX across both widgets and reports.

AI CARE Assistants are here!

Tue, 03 Jun 2025 11:00:00 GMT

Our biggest feature update ever is here, giving you powerful new ways to take your member care automation to the next level.

The brand new AI Care Assistants available in your JourneyCARE account are your very own, fully customizable bots that can be trained to help your organization deliver faster service, answer questions, and guide members through key actions - all automatically and fully integrated within their JourneyCARE contact record.

Multiple bots can live inside your account and be custom trained to support nearly any aspect of operations.

Here are just a few ways you can use them:

Member Care Bot

Lives on your website or member portal to answer common questions 24/7. Automatically hands off to more specialized bots when needed.

Sales Bot

Understands your membership and sponsor options. Handles FAQs, explains value, overcomes objections, encourages signups and interest

Reference Bot

Trained on your industry resources. Provides instant summaries and helpful links. Great for professional development or technical support.

Event Bot

Answers questions related to your conference or event series - dates, sessions, locations, etc. Shares helpful links. Routes inquiries to sales bot or your team.

Onboarding Guide Bot

Explains programs and how to get started. Helps members navigate login, content access and account tools.

Committee Bot

Handles administrative tasks that come in from board members or key committees. Can automatically send meeting links, agendas, expense forms, etc.

Get full details here:

https://www.journeycare.app/ai-care-assistants

Integrate Instagram without Facebook Page Requirement

Mon, 02 Jun 2025 10:15:00 GMT

We’re excited to announce a major update to the Social Planner. You can now connect and schedule posts to Instagram without needing Facebook Page permissions.

Key Highlights

Creator Account Support: Direct Instagram integration supports auto-posting Stories from Creator accounts.
Statistics Update: While view metrics for images/videos won’t be recorded, other post data is available in Statistics.
Content Guidelines: For supported dimensions, formats, and media limits for Posts, Stories, and Reels, refer to our guide: Posting Guidelines

How to Set Up

Go to Marketing > Social Planner
Click the Settings (gear icon) next to New Post
Select Add Socials
Choose the Instagram option
Select Direct Instagram Integration, grant necessary permissions, and choose your account
You're all set! Start scheduling your posts with ease.

Product Element now available in Email Templates

Thu, 29 May 2025 10:00:01 GMT

Want to make it even easier for people to take action with a purchasing decision? Easily add a "Buy Now" element to any email.

The product name, description, and image will be pre-populated in the email and the button can direct to a streamlined check-out process.

Bulk QR Code Creation

Wed, 28 May 2025 12:07:28 GMT

Our latest JourneyCARE update introduces Bulk QR Code Creation, designed to save time for those of you who like to use QR codes in your marketing.

Key features to note:

CSV Upload: Just upload a CSV file containing name and URL values to instantly generate multiple codes.
Sample CSV & Instructions: Download a pre-formatted CSV template and detailed setup instructions to guide you through the process.
Folder Assignment: Organize your generated QR codes by assigning them to a folder during the bulk upload process.
Real-Time Progress Tracker: Visual progress updates keep users informed on how many QR codes have been processed successfully.
Confirmation Modal: See status of your processed codes once the upload is complete.

Pause and Edit Any Type of Email Campaign

Mon, 19 May 2025 10:00:00 GMT

You can now pause, edit, and resume any email campaign you're sending via JourneyCARE - including A/B tests, RSS, and Send Now.

Audit logs will capture when campaigns are scheduled, paused, content updated, resumed and cancelled.

Obviously, everyone hopes that their emails will always be right the first time, but if you happen to notice a problem after you hit the "send" button, this new capability is intended to reduce the impact of the error by allowing you to stop the message and replace it with a corrected version.

Mobile Conversations Upgrade

Fri, 16 May 2025 12:34:49 GMT

The latest update brings Trigger Links, Custom Values, WhatsApp Flows, and Organized Snippet Folders right into your pocket.

Whether you’re driving engagement, simplifying personalization, or working faster with reusable content, managing customer conversations from your mobile app just became smarter, faster, and easier than ever before.

How to use these newest options:

1. Open any conversation inside the mobile app.

2. Tap the “+” icon in the text entry box.

3. Choose from:

Trigger Link: Select or insert a trackable URL.
Custom Value: Pick a variable from your list to insert into your message.
WhatsApp Flow: Select a preconfigured interactive WhatsApp template with CTA buttons.
Snippets: Search or browse folders to insert ready-made responses.

Tag Contacts Directly from Campaign Statistics

Wed, 14 May 2025 11:16:10 GMT

If you've ever been looking at the statistics from a campaign and thought, "maybe I should tag all the people who clicked on this link as interested in the program", today's announcement is a gift just for you!

Now, you can immediately add that tag without even leaving the stats screen. You'll find a new button to do it at the top-right of the stats screen.

Future interactions with the campaign can also be set to automatically apply the tag.

Accessibility Enhancements for URL Redirects

Fri, 09 May 2025 10:00:00 GMT

In recent months, the JourneyCARE platform has been undergoing a series of changes to maximize accessibility for administrators, including language translation for key functionality and also adding compatibility for accessibility tools like screen readers and keyboard navigation.

The goal, of course, is to create a more seamless and equitable experience for your administrators.

The latest component to be impacted by these changes is the URL redirect feature. This interface now allows for url redirects to be more easily created by those using assistive technologies.

New Contact Filters for Communities

Wed, 07 May 2025 11:35:20 GMT

We' ve added a brand new Community Groups filter to the Contacts area which you can use when creating Smart Lists, giving you new ways to segment and manage contacts.

This allows you to quickly run targeted campaigns for group members and saves time managing larger communities.

Automatic Expiration Dates for Certificate Templates

Wed, 07 May 2025 11:29:11 GMT

This is an enhancement to the Certificate functionality which allows you to choose a specific date for all issued certificates to expire. Previously, you only had options that were based on a period of time (e.g. one year, one month, etc.)

This allows organizations to accomplish goals like expiring everyone's 2025 membership certificate on 12/31/2025.

Bulk Action Campaigns Now Visible in Email Marketing

joy@joyofmembership.com (Joy Duling) — Wed, 07 May 2025 11:19:48 GMT

One of the awesome things about JourneyCARE is that you have a lot of flexibility in the way that you communicate with your contacts. Now, when you send bulk campaigns outside of the Email Marketing area, the statistics and list views for those campaigns will be pulled into the same area where you see other email statistics.

This provides a centralized location for email statistics, no matter how you send them out.

Redesigned Activity Stream

Wed, 30 Apr 2025 10:00:02 GMT

If you're not yet seeing the fresh new look of the Activity Stream in your Contacts, activate this enhancement in Labs.

The new design is a continuous feed with with distinct icons, date groupings, clickable cards, and backend optimizations ~delivering faster load times and a cleaner interface.

What’s New?

New Event Icons: Each activity type (calls, emails, notes, etc.) has its own icon for instant recognition.
Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity.
Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links.
Database Optimizations: Under-the-hood improvements yield quicker loads, faster processing, and more reliable data.
Responsive Design: Enhanced interaction and layout consistency on desktop and tablet screens.

Why This Matters?

Performance Boost: Faster page loads and smoother scrolling thanks to optimized queries and indexing.
Reduced Clutter: Clear icons and date headers make it easy to scan for specific events.
Increased Productivity: Click-through cards get you to detailed interaction data in one tap, keeping you in context.

Create Contracts faster with cloning

Tue, 29 Apr 2025 10:41:36 GMT

It 's now even faster to create new contracts for speakers, exhibitors, sponsors and more with a brand new way to duplicate existing contracts.

Simply click on "Clone" to generate an exact copy instantly. Proceed to edit the contract as needed.

Ad Manager Updates for Google Ads

Fri, 25 Apr 2025 18:51:52 GMT

Are you using the built-in Ad Manager in your JourneyCARE account? We've sprinkled in even more awesomeness.

Now, the Google Ads campaign builder has more configuration options aimed at providing you with more flexibility, control, and targeting capabilities.

The updates include:

Support for up to 15 Headlines & 4 Descriptions
Keyword Match Types (Phrase, Broad, Exact)
Bid Strategy: Maximise Clicks with CPC (Cost Per Click) Cap
Gender and Age Targeting
Display Path Inputs for Cleaner URLs

Add expiration date to Contracts

Wed, 23 Apr 2025 10:00:01 GMT

Did you know that you can create and manage contracts in JourneyCARE? This feature is perfect for speaker agreements, sponsor contracts, donor pledging, and more.

New to the feature this week is the ability to add an expiration date, after which the receiver will not be able to sign the document. Simply enter the number of days after which a document should expire. The countdown begins the moment the document is sent.

Optionally, you can add a reminder about any agreement that is about to expire.

Campaign Statistics Upgrades

Tue, 22 Apr 2025 15:33:37 GMT

Campaign statistics reporting got a little TLC from the development team recently with a few new upgrades rolling out.

Overall Summary section has been added for quick insights.
Engagement Analysis is available over a customizable 90-day window.
Conversions Over Time provides you with a visual graph to track revenue trends.

Our goal always is to provide you with the most complete picture we can at a glance. We hope you find these latest enhancements to be helpful!

Mobile App Update: Watermarking and Media Optimization for Social Planner

Mon, 21 Apr 2025 10:15:00 GMT

No more jumping between design tools, resizing images, or manually editing assets for every channel!

Automatically applying a watermark ensures your logo or brand tag appears across all content, no matter the channel. Just toggle the Watermark option under Advanced Settings while creating a post on mobile.

With Media Optimization, your uploaded images are automatically resized and formatted to meet the unique requirements of each social platform (Instagram, Facebook, LinkedIn, etc.).

How to Use These Features?

Open the Social Planner in your mobile app
Start creating a new post and upload your media
Under Advanced Settings, toggle on:
Watermark to apply your branding
Media Optimization to auto-format for every platform
Publish your post across channels

Import Orders & Transactions from Other Systems

Fri, 18 Apr 2025 11:23:35 GMT

Coming to JourneyCARE from a different platform? Now you can bring your financial transaction history with you for seamless reporting.

Respective transactions or orders file needs to be in csv format.
In case of transactions, after validations and showcasing a preview, the transactions would be imported into the system.
Imported transactions will be included in revenue reporting.
In case of orders, along with a record for every order in the CSV, against every order a linked transaction record would also be created.
These order based transactions would also impact the revenue and respective dashboards.
Since customer details are also added on the csv files, either new contacts would be created or existing contacts would see these transactions/orders.
Two separate dates would be maintained in the system - when the transaction is added to JourneyCARE and when the purchase transaction was originally executed.

Choose email template for certificates sent manually

Fri, 18 Apr 2025 10:45:00 GMT

You can now select a custom email template when sending manual certificates through JourneyCARE, giving you greater control over how your communication looks and feels.

How to Use

Choose your preferred email template during the manual certificate sending process.
Customize the email subject for added personalization.

If no template is selected, the system will automatically use your default template set in the Client Portal settings.

This update brings more flexibility and personalization to how you deliver certificates to your members!

Orientation and dimension indicators added to Media Storage

Thu, 17 Apr 2025 10:30:00 GMT

Two key enhancements have been introduced to JourneyCARE's Media Storage functionality that make browsing and selecting images faster and more intuitive.

Now you can instantly identify image orientation and view exact pixel dimensions without needing to open each file.

While browsing thumbnails, a landscape, square or portrait badge now appears directly on each image. This visual cue makes it easy to identify the orientation at a glance.

In list view, each image now displays its width × height in pixels right next to the filename. This ensures you can quickly determine whether an asset fits your design requirements.

These improvements bring more clarity and control to your workflow making it easier to select the right images, faster. These upgrades are designed to save you time and reduce guesswork.

Note: Dimensions of older images in your library may not be showing yet, but conversion is underway.

Build recipient segments directly in Email Campaigns

Wed, 16 Apr 2025 10:00:03 GMT

Introducing a new way of determining who should receive your email campaign!

Previously, it had been necessary to go into Contacts to pre-build a saved list so that you could target that specific list when you'd send an email blast.

Now, you can skip over that pre-build part and create your recipient list directly in you remail campaign.

This allows you to have quick, flexible targeted all in one place, even if the mix of recipients you are aiming to reach is complex.

How to Use:

Open any campaign in new or edit mode
Go to Send or Schedule Screen
In Recipient section → Click Build Segments
Add conditions using Tags, Contacts, Smart Lists or Segments
Use AND/OR logic to combine rules

Closed Captions & Subtitle Support for Videos

Mon, 14 Apr 2025 10:30:00 GMT

JourneyCARE now offers Closed Captions & Subtitle Support for your Courses, a powerful upgrade that brings accessibility front and center to your video courses and helps you cater to global audiences.

The subtitle editor allows you to fine-tune timing and formatting with precision.

Why This Update Matters:

Make content more inclusive for learners with hearing impairments.
Support non-native speakers through language-specific subtitles.
Improve engagement and comprehension across diverse audiences.
Align with accessibility best practices for online learning.

Automatically Invoice for Failed Subscription Payments

Sun, 13 Apr 2025 11:14:15 GMT

Our latest update to JourneyCARE's payment functionality provides you with additional flexibility on what happens when a member's automatically recurring payment fails.

Previously, you could establish a custom "retry" schedule and automatically lapse the member's status if the transactions don't work, but now you have an option of creating an invoice upon failure.

Set this up in your account by going to:

Payments > Settings > Subscriptions

Internal Chat: Now Available in Labs

Sun, 13 Apr 2025 11:06:02 GMT

We're excited to introduce the Internal Chat feature, designed to enable private team communication within the Conversations module.

With Internal Chat, you can seamlessly collaborate with your admins without involving contacts, ensuring discussions remain private and focused. Whether you're coordinating responses, reviewing member queries, or sharing internal updates, Internal Chat helps you keep everything organized in one place.

What’s New?

You can now start private internal chats within the Conversations module, allowing for real-time collaboration among team members.
Internal chats function just like regular conversations but are only visible to the participants added to the chat.
You can send messages, emojis, and attachments for seamless communication, set a subject for better search-ability and organization.
Add more team members to existing internal chats, with the ability to choose whether they see past messages.

How to Use

Open the Conversations module and click on New. Select Internal Chat as the conversation type.

New Options for Branching in Workflows

Wed, 09 Apr 2025 10:00:01 GMT

In the If/Else action we have added new operators for custom text fields.

Is any of
Is none of

You can also now add multiple options in the value by just comma separating them.

Set Visibility for Sections in Email Builder

Tue, 08 Apr 2025 10:15:00 GMT

Composing emails in JourneyCARE is now even more flexible with the ability to adjust visibility for entire sections to show/not show depending on whether someone is reading the email on their desktop computer or a mobile device.

How to Use

Create an email template and add a layout
Hover over the layout and click on the desktop/mobile icons to toggle visibility

Authorize.net, NMI and Square now available for POS and Mobile Payments

Mon, 07 Apr 2025 10:00:01 GMT

Our latest update to the admin mobile app now includes support for Authorize.net, NMI and Square for point-of-sale (POS) and mobile payments.

The ability to add new credit cards and saved cards allows or ganizations to easily accept in-person payments. Initially, this is considered a public beta with full launch expected next week.

If you want to use any of these processors with your mobile app, be sure that it is set as your default payment provider in JourneyCARE, then go into your mobile app to handle your transactions.

Even MORE engagement and sales campaign statistics available

joy@joyofmembership.com (Joy Duling) — Sun, 06 Apr 2025 16:30:00 GMT

The Ad Manager statistics section in JourneyCARE now provides performance data for Sales and Engagement campaigns.

This data was previously only available for Leads and Traffic objectives.

How It Works:

Under Ad Manager Statistics tab of Ad Manager, we can see the campaign performance details.
In the "Results" column of campaign statistics, users will now see outcome data for:
Engagement Objective with Messaging Apps as the conversion location
Displays the number of people who started a conversation through the ad.

Countdown timer for your marketing

Sun, 06 Apr 2025 16:30:00 GMT

Have a time-sensitive offer you'd like to convey?

Simply add a Countdown Timer to your emails! There are now 3 options to choose from:

Fixed Timer: A universal end time that is the same for everyone
Recurring Timer: This type loops with configurable durations and cycles
Dynamic Timer: This one is personalized to each person based on when they opened the email

You'll find the timer functionality in JourneyCARE's Marketing tools. Check it out when you have a chance!

New Theme Customizer for courses

Wed, 02 Apr 2025 10:15:00 GMT

We’re excited to introduce the all-new design customizer for Courses, putting more flexibility into your hands.

What's New

Instantly see changes before publishing.
Show or hide sections with a click.
Customize fonts and colors to match your brand.
Add content with new building blocks.
Reorder layout blocks effortlessly.

Coming Soon

More speed enhancements
Auto-linking for cross-sell blocks.
Internationalization support.
Enhanced UI for editing controls.
Auto-play for videos.

Import old invoices using CSV

Tue, 01 Apr 2025 10:30:00 GMT

Often, when organizations initially migrate to JourneyCARE, they worry about the financial history that would be left behind in their old platform.

Now, you don't have to do that! If you have invoice data in a spreadsheet or CSV from another tool, you can bring that information into JourneyCARE in just a few clicks.

When importing, you will simply map the CSV columns to the JourneyCARE invoice fields (e.g. issue date, due date) and match any existing tax settings.

After the import completes, you'll receive an email summary that shows which invoices were successfully imported and which failed (along with reasons for any failures).

Media Storage Enhancements - Now Even MORE Intuitive!

Mon, 31 Mar 2025 10:30:00 GMT

JourneyCARE's unlimited media library is a HUGE asset for organizations and we continue to make enhancements to increase the value and intuitive nature of this feature.

One of the latest upgrades is a new "Preview Media" option and a clear "Insert Media" button.

Previously, we found that many people didn't realize that inserting a media item required a double-click. This update eliminates that problem. You can still double-click to quickly insert any media item, but for people who don't realize that this double-click method exists, a button will appear when they single click.

Sometimes it's the small things that make a big difference, isn't it?

Expanded Support for Authorize.net and NMI

Fri, 28 Mar 2025 09:45:00 GMT

While Stripe continues to be our most popular payment provider and has the most robust integration, our team is working diligently to bring other major payment providers up to a similar level.

Here are a few new features that you'll have access to if your organization uses Authorize.net or NMI.

Listing Saved Cards: view saved cards in both live and test modes for improved visibility and management.
Charge Cards without Default Provider: charge cards even when the custom payment provider is not set as the default provider.
Record Payments for Invoices: record payments against invoices, regardless of whether the custom provider is the default.
Add Cards with Single Provider: add new cards when only the custom payment provider is connected to the platform.
Manual Subscription Creation: create manual subscriptions using the custom payment provider directly from the Contacts and Subscription pages.
Update Payment Methods for Subscriptions: update payment methods for subscriptions using custom payment providers.
Payment Widget Module Enhancements: add, list, and charge cards via the Payment Widgets module.
Card Management (Deletion): capability to delete saved cards under the Manage Cards section for better card management.
Provider Listing on Integrations Page: handle displaying a list of custom payment providers on the Integrations Page correctly even when multiple similar custom provider based apps are connected, with the option to mark one of the custom provider as default,.

Ad Manager: Sales objective for Meta Ads

joy@joyofmembership.com (Joy Duling) — Thu, 27 Mar 2025 10:30:00 GMT

Our dev team continues to work toward the goal of making management of your ad campaigns directly inside of JourneyCARE as powerful as using Meta's own Ad Manager.

The latest update allows you to optimize your campaigns for high-value actions, such as purchases, lead generation, and customer inquiries. This feature is designed to help businesses reach people who are most likely to convert, increasing return on ad spend (ROAS).

We now fully support conversions from both website and messaging apps such as Facebook, Instagram, and Whatsapp.

Image Editor for Ads

joy@joyofmembership.com (Joy Duling) — Wed, 26 Mar 2025 10:00:00 GMT

If you're using the JourneyCARE Ad Manager, you can now edit images seamlessly while creating or editing your ad campaigns.

The image editor reduces the need to switch between JourneyCARE and external design tools, streamlining the process of creating visually compelling ads.

The editor supports both PNG and JPEG formats. Real-time preview lets you see the final result before saving.

How It Works:

Accessing the Image Editor: From the Ad Manager home page, select the campaign you want to edit or create a new Meta campaign.
After uploading the image for your ad, click the "Edit" button on the image thumbnail.
This will open the Image Editor dialog, where you can make all the necessary adjustments to your image.
Lots of editing options are available within just a few clicks:
Crop: Adjust the crop of the image to fit the desired aspect ratio for platforms like Facebook, Instagram, Custom, commonly used and more.
Filters: Users can apply various filters like Duotone, B&W, Vintage, and more to their ad images.
Adjustments: Control over brightness, contrast, saturation and other settings for fine-tuning the image to match the desired ad aesthetics.
Text & Fonts: Add custom text to the image with options to change font family, size, colour and alignment.
Stickers & Emojis: Easily insert stickers, emojis, or custom shapes with adjustable opacity and colour.
Brush Tool: Paint directly on the image using the brush tool with customisable brush size and colour.

6 Ways that Technology Can Help You Build Connection in Uncertain Times

Tue, 25 Mar 2025 14:34:49 GMT

As Spring begins springing here in the Midwest, we find ourselves in that awkward "in-between" stage... are we really moving forward to brighter days and the warmth of sunshine on our skin, or will winter give us another icy blast tomorrow?

Sadly, the same could be said about the state of our US politics, our economy, and our projections for the year ahead. There sure is a lot that feels uncertain right now.

Still, if there's one thing that I do know for sure, it's that members need their associations during this time. They need community. They need advocacy. They need out-of-the-box thinking from organizations that are looking out for their interests.

And similarly, associations and nonprofits need their people. They need board members who can lead. They need members who are committed to the good of the community.

These are constants, no matter what today or tomorrow or the next day might bring.

With that in mind, today I'm sharing "6 Ways that Technology Can Help You Build Connection in Uncertain Times".

Automated Updates & Pulse Checks

Automated Member Updates:

Set up automated email or text campaigns that deliver short, digestible updates on relevant political, economic, or regulatory changes - tailored by member type, location, or industry.

"Pulse Check" Surveys with Automated Follow-up:

Send brief, automated surveys asking members how current events are affecting them. Based on responses, follow up with relevant resources, articles, or an invitation to a support group or webinar.

Emotional & Community Support

Peer Connection Matching:
Use automation to match members for virtual coffee chats, accountability check-ins, or peer mentoring—especially valuable when people feel isolated or overwhelmed.

Automated Encouragement Campaigns:
Create a “Member Care” automation series that sends motivational messages, member spotlights, or short videos from leadership to help members feel seen and supported.

Financial Relief & Value

Auto-Triggered Dues Assistance Paths:
If a member pauses or cancels a renewal due to financial strain, trigger an automation offering payment plans, temporary discounts, or scholarship options - without making them jump through hoops.

“Maximize Your Membership” Nudges:
Build a sequence of helpful reminders that show members how to use often-overlooked benefits, tools, or networking options. Focus on ROI during tight times.

Advocacy & Empowerment

Grassroots Action Alerts:
Automate alerts that guide members to take action (email reps, sign petitions, etc.) based on location or interest area. Include tools to personalize their message with one click.

Member Voice Spotlight Campaign:
Collect member stories on how political or economic shifts are impacting them, and schedule an automated series to share those stories (with permission), creating solidarity and visibility.

Professional Growth & Upskilling

Personalized Learning Journeys:
Based on job role, career stage, or goals, automate curated learning plans with webinars, courses, or reading lists. Include progress check-ins and badges.

Job & Opportunity Alerts:
Create an automation that delivers personalized job postings, grants, or project opportunities filtered by the member's region or sector.

Events with Purpose

“State of the Sector” Town Halls:
Automate reminders, registration, and follow-up for regularly scheduled virtual town halls focused on what's changing and how the association is responding.

Support-Focused Event Tracks:
Automatically segment members into new event tracks based on recent survey responses or engagement data (e.g., tracks for leaders dealing with budget cuts, staff layoffs, or burnout).

Keep two things in mind as you look at this list of suggestions:

You do NOT need to do ALL of these.
Choose an idea that makes sense for your members or industry and start there.
Technology can help.
The right technology can make a big difference in easing the workload of implementing new ideas. For example, the toolsets built into JourneyCARE make it super easy to set up automations that feel completely personal for your members. If you'd like to brainstorm what that could look like, just reach out.

In times of uncertainty, associations have an incredible opportunity to show up for their members in meaningful, lasting ways.

By using technology not just for efficiency, but for empathy and connection, associations can become a steady source of support - offering timely resources, encouraging community, and helping members adapt with confidence. The tools are there; it’s just a matter of using them with intention.

When associations lead with care and creativity, even in challenging times, your value becomes undeniable.

Invoices: Addition of 3 default reminders

Tue, 25 Mar 2025 10:15:00 GMT

Creating invoice reminders jus t got easier with the addition of default reminders that can be used instead of creating workflows for this purpose.

Simply go to Invoices -> Settings. You'll be able to view the default reminders. Disable any that you do not wish to send and note that you can swap out templates if you prefer to send something more customized to your organization's brand.

Inline Editing for Forms, Surveys & Quizzes

joy@joyofmembership.com (Joy Duling) — Mon, 24 Mar 2025 10:00:00 GMT

We’ve made form creation more intuitive with Inline Editing, allowing you to edit text elements directly within the builder preview! No need to open a settings panel - just click, type, and edit instantly.

How It Works

Click on Any Text Element – Select field labels, placeholder text, button text, or dropdown options.

Type & Update Instantly – Modify the text directly—no need to open a settings panel.

See Real-Time Changes – Your updates appear immediately for instant adjustments.

Save & Publish with Confidence – Once you're happy with the changes, save and publish your form!

Enhanced terms and conditions for Forms

Fri, 21 Mar 2025 10:30:00 GMT

If you've ever added a phone number field to a form in JourneyCARE, you've probably noticed that the system a utomatically adds a "Terms & Conditions" checkbox with suggested language that you can edit.

Now, you'll notice that there are actually 2 separate checkboxes added. This is because the A2P 10DLC approval requirements for texting have changed and organizations must now have separate opt-ins for transactional messages and promotional messages.

Consent choices are recorded in the "Terms & Conditions" column in the submission results.

A subtle upgrade for your JourneyCARE invoices

Thu, 20 Mar 2025 10:00:00 GMT

Invoice descriptions can now contain text formatting , so you can use bullets and text enhancements to draw attention to important details.

It's a small subtle change, but makes a difference when your organization wants to highlight things like feature/benefit lists within the description box.

Use specific drip dates for your Courses

Wed, 19 Mar 2025 10:15:00 GMT

A new option just rolled out that allows you to re lease new content in your Courses on a specific date.

Previously, the drip timing could only be based on a certain number of days after sign-up (e.g. Lesson 1 is released on Day 1, Lesson 2 is released 3 days later, etc.) but now you can say that you want a lesson released exactly on March 25.

This is a great enhancement for organizations that are offering Live classes with cohorts moving through material together, as you can release everyone's new material on the same day instead of being based on when each person signed up.

Catch errors in your emails - before you hit Send

Tue, 18 Mar 2025 10:00:00 GMT

When sending emails in JourneyCARE, you'll now notice new warnings appear if you've made an error in a "pre-fill" value that you've used in the message.

For example, if you're trying to automatically pre-fill someone's name as "Dear first name" and you leave off a required bracket or something like that, the system will attempt to alert you to the problem.

Simply fix the error and continue on to send your email!

Configure Stripe Payment Methods directly in JourneyCARE

Mon, 17 Mar 2025 10:45:00 GMT

If your organization is using Stripe, you've likely noticed that Stripe continues to roll out all sorts of different payment methods that can be used at check-out, including common methods like Apple Pay and Google Pay, as well as a bunch of options that may not be relevant to your audience.

You can now remove those payment options directly inside of JourneyCARE instead of having to log into your Stripe account to do it.

Simply go to Payments in JourneyCARE, click on Integrations and then Stripe. You'll then see Manage Payment Options. Toggle any that you do not wish to use to the "off" position.

Resend email campaigns just got smarter!

Fri, 14 Mar 2025 10:00:00 GMT

Recently, we introduced the ability to resend emails to people who had not opened an original mailing.

Now, this feature has been enhanced by allowing you to pre-configure resends directly from the send/schedule screen.

Resend campaigns will now appear as "Waiting" in your campaign list.

This additional feature allows you to schedule this action in advance on important messages, instead of needing to return later to do it manually.

Quick export issued certificates data

Thu, 13 Mar 2025 09:45:00 GMT

Are you issuing Certificates for your education programs or membership? Now you can download your issued certificates as a CSV for quick review of records.

If you need data only for a specific date period, you can specify that before exporting.

If the number of certificates is fewer than 500, the CSV file will be immediately available.

If the export includes more than 500 certificates, you'll receive an email with a link to download the CSV once the export is complete.

CSV download links will remain active for 24 hours.

Read-only channels now available in Community

Wed, 12 Mar 2025 10:15:00 GMT

We are excited to introduce the Announcement Channel feature in communities!

This feature allows community admins to create a "read-only" channel for sharing critical updates, ensuring important information is communicated effectively without being lost in general discussions.

Simply toggle "on" the Read Only Channel designation to use this feature in your community.

Set time limits for magic links

Tue, 11 Mar 2025 10:00:00 GMT

Magic links are a great way to get people into their membership accounts quickly and easily, but they can be a risk if the link ends up in the wrong hands.

Now magic links are time-limited.

Key Enhancements

15 min time limit for magic link expiration
90 days limit for database deletion
Rate limit for user generated magic link is 5-6
User can request magic link for themselves till 90 days since they last logged in
Secret token is encrypted so login information is secured
It is backward compatible so old magic link will work as it is till user request new ones

Why it Matters:

The overall goal is to avoid security incidents related to the misuse of permanent magic links.

Minimizing the window of time that an unauthorized user can use a link to gain access.
Reduces the likelihood of link theft and replay attacks.
Increases user trust by demonstrating a commitment to protecting their data.
Enhances compliance with modern security standards and best practices.

Clone certificates with just a couple of clicks

Mon, 10 Mar 2025 10:30:00 GMT

If you use the Certificates feature for your continuing education, you'll be excited to know that you can now easily clone certificates so you never have to start from a blank page again!

How to access the new feature:

Navigate to Memberships > Certificates.
Click on the three-dots (⋮) and select Clone.
Edit the Template Name and choose which account you want to duplicate into (typically you'll just have one option, but if you have multiple accounts, this allows you to easily duplicate into all of your accounts).

Edit payment schedules and partially paid invoices

Fri, 07 Mar 2025 11:15:00 GMT

Whenever we can give you *more* flexibility, we aim to do it! Sometimes changes happen after you've already issued an invoice to a member or sponsor.

Now you can quickly update details without voiding and reissuing a different invoice.

What’s New?

Invoice Details: Change invoice due date, name, terms & notes.
Product Management: Add or remove products as needed.
Amount & Business Updates: Edit invoice amount and update business details.
Payment Schedule: Modify payment schedules, including due dates and amounts.

More granular permissions for viewing/managing users

Thu, 06 Mar 2025 11:00:01 GMT

This week, we've rolled out some additional permissions for User Management, replacing the existing Team Management settings under Account Settings.

This update allows you to indicate that only certain administrators can create, edit and delete other administrators.

There is also a new option to allow view only access to the administrator list.

Enhanced error messaging ensures users clearly understand why they cannot perform certain actions, reducing confusion.

Visual refresh for bulk actions

jdjom_widget_support@widgetpro.io (Liz Fedak) — Wed, 05 Mar 2025 11:15:00 GMT

The Bulk Action page - a hidden gem - just got a facelift including improved statistics visibility, a refined status display with color-coded indicators, advanced filtering options, and robust error handling.

What's New?

Redesigned Layout: A cleaner, more intuitive interface that improves readability and navigation.
Improved Statistics: Instant access to key metrics including total processed actions, success counts, and error details.
Refined Status Indicators: Color-coded status display (✅ Green for Completed, �� Red for Cancelled, �� Blue for In Progress) with real-time updates.
Backward Compatibility: Full support for bulk actions executed using the legacy architecture.
Advanced Filtering: New filters for action type, status, users, and date range. Filtered views can be shared via URL for quick access.
Enhanced Action Management: Confirmation modals and notifications when canceling, reverting, pausing, or resuming actions ensure users make informed choices.
Robust Error Handling: Immediate error notifications with details and troubleshooting steps to help resolve issues quickly.

Enabling the new view requires going to Labs and toggling on "New Contacts Bulk Action Page".

Improved Address Accuracy with Autocomplete

help@journeycare.team (JourneyCARE HelpDesk) — Tue, 04 Mar 2025 13:23:40 GMT

The auto-complete address entry has been enhanced with the ability to *require* use of an auto-complete address.

Simply enable the mandatory search bar if this feature is of benefit to you. If you make it manadatory, someone must select a valid address from the suggestions before proceeding.

If the search bar is not mandatory, someone can manually enter an address without selecting one from the list.

Set Dynamic Timer from time email is opened

Mon, 03 Mar 2025 11:30:00 GMT

If you've been loving the ability to use a timer in your JourneyCARE emails, this update is for you!

Now, you can set the timer to end after a specific duration from when the email is opened or sent.

Example Use Cases:

2-hour discount from opening an event promotion

24-hour birthday discount after opening the birthday email

Our team can't wait to hear how you use this new tool!

IMPORTANT: The timer only works for a contact ONCE, so always use a NEW timer when creating an email that contains this feature. Don't duplicate/clone timers across multiple emails.

Import and Sync Products and Collections from WooCommerce

Fri, 28 Feb 2025 11:00:00 GMT

We've had WooCommerce integration for a while now, allowing you to import and sync orders, contacts, and transactions.

This latest update expands the functionality, adding the ability to seamlessly sync all WooCommerce products and collections as well.

How to Use:

Woocommerce integration can be found at: Settings > Integration > Woocommerce.
Connect the WooCommerce Store: Click on "connect" button to begin the setup. A modal will appear where you'll enter a valid WooCommerce store URL (e.g., https://yourstore.com without a trailing slash) as the first step.
Select Data to Import: In the second step, you'll be directed to the Import Elements screen, where you'll be able to choose which data to import. Options are Contacts, Orders, Transactions, Products and Collections.
Save your Sync settings .

Trash functionality added for Media Storage

Thu, 27 Feb 2025 11:00:00 GMT

Trash functionality is now availble for Media Storage, providing you with a seamless file recovery experience.

Deleted files are safely held in Trash for 30 days, giving you a second chance to recover them if you've deleted something prematurely.

How to Use It:

From media storage, deleted files are moved to trash if you want to remove it from the media storage.
Navigate to the trash section within Media Storage by clicking on three dots menu on top right,
Review the list of deleted files.
Select a file and choose “Restore” to recover it, or “Delete Permanently” to free up space.
Once Trash is emptied, please note that recovery of these files is not possible.

"Other" option now available in Forms and Surveys

Wed, 26 Feb 2025 12:00:11 GMT

By popular request, we've just introduced the "Other" option in forms and surveys, allowing your respondents to provide a custom answer that doesn't fit the pre-set options.

This feature works for both checkboxes and radio button fields.

Custom responses are automatically captured and stored with all submissions.

How to Use It:

Open Your Form/Survey: Start by editing your form or survey.
Add the “Other” Option: Click the button labeled “Add 'Other' option” next to your multiple-choice field.
Save Your Form: Confirm your changes and save.
Collect Responses: When users fill out the form, they’ll see “Other.” If they pick it, they can simply type their own answer.

Smart Push Notification now available for Member Portal

Tue, 25 Feb 2025 11:00:00 GMT

This powerful new JourneyCARE feature allows you to automate real-time push notifications for member portals, communities, and courses on both mobile and web apps—boosting engagement instantly.

How It Works

Trigger: Any Trigger (e.g., someone joins a group, completes a course, etc.)

Action: Smart Push Notification (customizable message and link)

Use push notifications to send updates, reminders, or important alerts. It's a great way to get out of the crowded email inbox and make sure that your members see important updates.

Access JourneyCARE media library from Mobile App

Mon, 24 Feb 2025 11:15:00 GMT

Managing media across various business operations - like conversations, contracts, and social planning - often means navigating disorganized storage, scattered files, and time-consuming searches.

We are excited to unveil the all-new Media Library on the admin mobile app! This feature allows on-the-go flexibility for all your media needs.

Benefits:

Centralized Media Management: Easily upload, store, and access all media types—images, videos, PDFs, and more—in one unified location.
Enhanced Organization: Categorize and manage media seamlessly, reducing the need to switch between apps or external storage.
Cross-Module Integration: The Media Library will connect with key features like Social Planner and Conversations, enabling streamlined media usage across the platform.
Time-Saving Efficiency: Quick search and filter options enable users to find files instantly, boosting productivity during daily tasks.
Seamless Upload Experience: Directly upload media from the gallery, files app, or camera without any interruptions, simplifying the process.

To access the new feature on the mobile app, be sure you are using LeadConnector v3.92.1 and above.

Click on the "hamburger menu" on the top left of the screen and select Media Library. Choose to upload files directly from your gallery, camera, or phone files.

Terms & Conditions Filter now available for Forms, Surveys, & Quiz automations

Fri, 21 Feb 2025 11:00:00 GMT

A new feature in workflows has folled out which allows filtering based on whether someone agreed to the Terms and Conditions (T&C) element in a Form, Survey, or Quiz.

This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements.

To use the feature, simply create a trigger like you normally would for a Form, Survey, or Quiz and then add the filter layer.

More email preferences roll out for Communities

Thu, 20 Feb 2025 11:30:00 GMT

In Portal settings, you'll now find FOURTEEN additional notification emails you can customize for Communities.

Be sure to pop over to Portal -> Settings -> Emails to take a look at the list and revise your preferences.

Group Membership Status Email
New Member Request
Declined/Removed by Admin
Added to Private Channel
General Group Emails
New Comment Reply
Content Reported
Role Changes
Group Ownership Changed
Subscription/Payment Status Email

Additionally, Post and Comment tagging emails now contain a preview of the comment/post.

Hide related videos from YouTube videos

Wed, 19 Feb 2025 12:00:00 GMT

Does YouTube hijack your site visitors by offering "related videos" at the end of your videos?

Now, you can simply toggle that off as an option in our Premium Site Editor, keeping your site visitors on your page for a more seamless experience.

Note that you do always have the option to directly upload your videos to the JourneyCARE platform, but for organizations that prefer not to move videos from YouTube, the ability to toggle off YouTube's suggestions is a feature you may wish to explore.

Video transcoding speed increases

Tue, 18 Feb 2025 11:30:00 GMT

Did you know that JourneyCARE offers expansive video hosting capabilities in each organization's subscription at no extra cost?

Videos can be up to 4 GB in size and are accepted in all major formats:

avi
QuickTime
MP4
MPEG
Ogg
Windows Media Video
WebM video

And now, uploading those videos is faster than ever with average user wait time reduced from 2.2 minutes to a remarkable 0.6 minutes!

Just another example of the invisible work behind the scenes that happens to keep the system running in tip-top shape for you.

Automatically apply coupon codes to payment links

Mon, 17 Feb 2025 11:30:00 GMT

Today , we have another another update for Payment Links. Now, when sending a link, you can automatically apply a coupon.

If you are offering different discounts for various target groups, you can now send them different payment links which will automatically apply the correct discount.

Automatically deactivate payment links on specific date

Fri, 14 Feb 2025 11:45:00 GMT

Payment links are a convenient way to allow someone to quickly submit a payment, but what if the price changes at some point in the future? You wouldn't want someone to be able to pay through that link, would you?

Now, you can exclude an expiration date when you create a payment link.

How to use?

Go to Payments -> Payment Links
Create a link
Check the box for automatic deactivation
Select a date for deactivation
Save and send it
Once user comes to the link post the deactivation, they will be shown an error page

40+ review platforms now integrated in JourneyCARE

Thu, 13 Feb 2025 12:00:00 GMT

Does your organization le verage the marketing power of customer reviews?

JourneyCARE now connects with more than 40 new sources of online reviews. This integration allows you to see customer reviews all in one place and respond more quickly.

Airbnb
AliExpress
Angie’s List
Amazon
Agoda
App Store
Avvo
Booking.com
Capterra
CarGurus
Cars.com
CitySearch
Consumer Affairs
DealerRater
eBay
Expedia
FindLaw
FourSquare
Facebook
Glassdoor
Google Business Profile
Google Play
Google Shopping
Healthgrades
HomeAdvisor
Hotels.com
Houzz
IMDb
Indeed
Lawyers.com
OpenTable
Product Hunt
ProductReview
RateMDs
TripAdvisor
TrustPilot
VRBO
WebMD
Yellow Pages
Yelp
Zillow
ZocDoc
Zomato

Responsive certificates for all devices

Wed, 12 Feb 2025 11:30:00 GMT

Two enhancements have rolled out for the JourneyCARE Certificate Builder.

Responsive Certificates

Certificates are now optimized for all device types, ensuring a seamless experience.
Certificate holders can now easily view their certificates on mobile, tablet and desktop.
Format will adapt the certificates accordingly.

Improved Certificate Download Flow

Downloading certificates is now simpler and more seamless.
Certificate holders can download certificate PDFs in just one step, ensuring a faster and more efficient experience.
The download process is now consistent across all devices and browsers.

Major overhaul of Admin Mobile App

Tue, 11 Feb 2025 11:45:00 GMT

Anytime we can make adjustments to provide a more streamlined, intuitive, and unified experience, we'll always do our best to make that happen.

This update ensures that all critical contact details and related activities are consolidated into a single, easy-to-navigate screen in the Admin Mobile App.

What's New?

Quick Actions - Common functions easily accessible
Tabbed Navigation Approach - Unified access to all contact-related information under tabs:
Folded Information Structure - Each section within the tabs is collapsed by default for a clutter-free view.
Custom Values Integration - Custom values are now onboarded at the contact level, allowing for personalized data management.
Tag Management: Tags are enabled to help categorize contacts effectively and Multi-select contacts to add tags in bulk.
Enhanced Activity Tracking - All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab.
Future-Proof Design: Elements introduced in this overhaul will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use.
Quick Actions on Contact Tiles: Managing your contacts is even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.

Automatic media optimization in Social Planner

Mon, 10 Feb 2025 12:00:00 GMT

We understand how frustrating it can be to encounter image-related errors when planning your social content.

With Image Optimization, you can focus on creating compelling content while we handle the technical details.

Key Benefits:

Automatic Image Resizing: Images are automatically adjusted to meet the platform-specific requirements, eliminating the need for manual resizing.

Enhanced Quality: Our optimization process ensures your images retain their visual appeal without compromising on quality.

Improved Compatibility: Images are automatically formatted to comply with the technical requirements of different social media platforms.

Reduced Upload Time: Optimized images are lighter in size, ensuring faster upload speeds and a seamless scheduling experience.

Error Prevention: Common issues like incorrect dimensions, file sizes, or unsupported formats are automatically resolved.

Enhanced execution logs for workflow actions

Fri, 07 Feb 2025 11:45:00 GMT

Previously for most workflow actions, we were showing executions in two steps: waiting and then executed.

This added more lines to the execution logs, which could sometimes feel a bit cluttered and customers sometimes found the two steps confusing.

What's new?

With this change, we are now showing only end statuses. i.e. executed. In case an action is still in progress we show waiting status until it completes.

Ultimately, this will help your organization have a cleaner view of execution logs.

List of supported actions

Appointment Booking Bot
Chat GPT action
Conversation AI
Custom Code
Google Sheets
IG Interactive Messenger
Interactive Messenger
Custom Webhook
Slack
Clear Custom Object Record Fields
Update Custom Object Record
All IVR Actions
All Marketplace Actions
All Internal Actions

Note

This change is only for selective actions. The actions like wait step, manual actions will still show up as 2 different logs.

Automatically send invoice if a subscription fails

help@journeycare.team (JourneyCARE HelpDesk) — Thu, 06 Feb 2025 12:00:00 GMT

With this functionality, organizations will be able to collect payments using invoices in cases where automatic collection of a subscription payment fails.

An invoice would be automatically created every time there is payment failure for a subscription and would also be sent to the customer automatically.
This will be done in parallel with the ongoing subscription payment retries.
The customer's payment can either complete with existing retries or they can pay using the invoice.
As soon as payment is collected via the invoice, subscription would become active again, provided there are no other unpaid open invoices present for the subscription.
These invoices would function similar to any other invoice with the exception of limited edit available i.e. the invoice amount, customer, email content, etc. cannot be edited and would reflect what is already there in the subscription.

New and improved Notes experience

Wed, 05 Feb 2025 11:45:00 GMT

Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organized view, finding and managing your notes is now easier than ever!

What's New?

Filters & Sorting – Quickly find the notes you need with improved filtering options and sorting by Date Created.

Search Notes – Instantly locate specific notes using the new search functionality.

Additional Contact Notes – View notes linked to related contacts within an opportunity, ensuring complete visibility.

Global Magic Links are here for workflows

Tue, 04 Feb 2025 11:00:00 GMT

If you've ever wished it was easier to send members or other customers access to resources in your Portal, today is the day you've been waiting for!

Introducing Global Magic Links, a new feature that provides greater flexibility to send login links through workflows.

This enhancement removes dependency on specific triggers, allowing seamless integration across all template structures.

Expanded moderation options

Mon, 03 Feb 2025 12:30:00 GMT

While we hope your Community members are helpful in their contributions, we understand that it's possible that you need to remove a member at some point due to inappropriate posting.

When doing so, you'll now see an option to not only ban the member, but also delete all content that has been posted by that user.

This update makes it easier for you to get rid of spam or inappropriate content in one fell swoop, rather than having to delete every post/comment individually.

New social analytics for Youtube, Google Business Profile, Pinterest, Tiktok

Fri, 31 Jan 2025 11:45:00 GMT

Using the JourneyCARE Social Planner, you'll now have access to an expanded set of analytics which includes Google My Business, Pinterest and Tiktok.

These new sources are in addition to the analytics that were already present for Instagram, Facebook, and LinkedIn.

Track the number of posts, likes, comments, followers, impressions and reach.

Social Post Performance is now viewable on an interactive graph, showcasing trends and weekly performance.

Sync your JourneyCARE invoices to Wave Accounting

Thu, 30 Jan 2025 12:00:00 GMT

If your organization is using Wave Accounting, this update is going to be an exciting advancement for you.

Now, you can easily sync invoices created or updated in JourneyCARE with your Wave account.

Go to Settings -> Integrations to see the new Wave option. Select on manage and enter your Wave credentials. Give access to allow 1-way sync.

Note: As of now, any changes to status of invoice, i.e., paid/partially paid etc won't be synced since Wave does not provide a way to sync those statuses as of now. You'll still need to update those statuses manually.

More subscription management options for members

Wed, 29 Jan 2025 11:30:00 GMT

An exciting new upgrade has rolled out for your member portal. Now, your members can easily manage, update, or remove cards directly from their Portal account, ensuring that their subscription experience is more seamless and secure.

What's New?

Viewing All Cards: The user can now view a comprehensive list of all the cards they have used for various subscriptions, making it easier to manage payment methods in one place.
Deleting Cards: Users can delete cards they no longer wish to use for future payments. However, if a card is already linked to an active subscription, an alert will notify the user about this before proceeding with the deletion.
Updating Card Details: Users can conveniently update their card details through a secure “Payment Link,” ensuring their payment information stays accurate and up-to-date without manual edits.

Advanced filtering and saved smart lists for tasks

Tue, 28 Jan 2025 12:00:01 GMT

Significant en hancements have rolled out to streamline your task management experience in JourneyCARE.

What's New?

Default smart lists: Find tasks due today or upcoming soon with a single click.
Advanced filters: Quickly sort and find tasks using a wide range of filtering options.
Field customization: Decide which fields to display for a personalized task view.
Sorting options: Organize your tasks based on priority, due dates, or custom criteria.
Enhanced user experience: Seamlessly add or modify tasks with a redesigned and more intuitive modal.

Expansion of email statistics export capacity

Mon, 27 Jan 2025 12:15:00 GMT

For organizations with list sizes larger than 10,000 contacts, there was previously a limitation in being able to export all email statistics.

That limitation has been lifted, so you can now export ALL of your email stats, even for your very large lists.

So, feel free to analyze your stats to your heart's content and keep on growing those contact lists!

Resend emails to unopened for RSS & Bach Schedule

Fri, 24 Jan 2025 12:15:00 GMT

Previously, the "Resend To Unopened" feature was only available for "Send Now" campaigns, but now you can take advantage of this feature for RSS and Batch Schedule campaigns.

This provides a new opportunity to engage contacts who may have missed an original email.

SEO enhancements for Community feature

Thu, 23 Jan 2025 12:00:00 GMT

SEO meta tags are now live in production for all communities. This enhancement is designed to make sure your community shines in search engine results.

No additional steps are required from your end. Simply share the URL of your community and the group title, description and cover image will automatically appear as meta tags, enhancing your group's visibility in search engines.

View and delete credit cards on file

Wed, 22 Jan 2025 12:15:00 GMT

JourneyCARE's payments module now allows organizations to manage credit cards in situations where the customer has indicated that they want to keep a card on file.

If you try to delete any card that is currently used for a subscription, you will be alerted and asked to confirm.

Currently, this feature is only avail able for Stripe and for organizations that are using the built-in payments solution, NOT third-party e-commerce or other payment processors.

Plans are in the works to extend this functionality to other types of payments and other types of processors like PayPal, Authorize.net, etc.

Speed optimizations for community

Tue, 21 Jan 2025 12:00:09 GMT

Today, we want to give a special shout out to the unsung heroes on the dev team who work tirelessly to keep every aspect of the system running at peak performance.

Most recently, it's Communities that got a little re-tuning, specifically in the speed for chat suggestion. (You know that little modal that suggests people as you start typing in the name of someone you'd like to message?)

There are all sorts of behind-the-scenes things like this... tiny little things that are practically unnoticeable when they are running well, but they only stay unnoticeable because there are real people behind the scenes monitoring and innovating.

Easily switch channels for community posts

Mon, 20 Jan 2025 12:00:00 GMT

It happens to everyone at some point. You've composed the perfect post for the Community and after you push the submit button, you realize you added it to the wrong Channel.

Now it's super easy for ANY member to move a post to a different channel. (Note that members can only move one of their own posts. Admins can move anyone's post.)

How to Move a Post to Another Channel:

Click the three-dot menu (⋯) in the top-right corner of the post.

From the dropdown menu, select the "Move to Channel" option.

Choose the channel where you'd like the post to appear instead.

That's it! The post will be successfully moved to the selected channel.

Import invoices from Quickbooks

Fri, 17 Jan 2025 12:00:00 GMT

Organizations often ask about if financial transactions performed in JourneyCARE can by synced over to Quickbooks and the answer is YES!

But what if you want to go the OTHER way and have invoices that are created in Quickbooks automatically imported into JourneyCARE? Now, you can do that, too!

It's as easy as setting a toggle on your Quickbooks integration.

Next, the dev team is working on allowing you to import existing invoices by CSV which is a frequent request by organizations that are migrating over from other AMS platforms. So keep an eye out for that enhancement in future updates!

Customize certificate expiration reminders

Thu, 16 Jan 2025 12:00:00 GMT

Do you offer certifications that expire?

Now there's an easy way to set up expiration reminders without needing to build out an entire workflow.

Locate the certificate template wherein you want to add expiry option.
Click 3 dots > Set Expiry and choose a relevant date to modify your preferences.
For a selected date, you can choose whether you want 2 reminder emails to go out or 1 and toggle them on/off.
Add all relevant days for each reminder email. All emails will be sent out after the number of days that are added.
The same can be done for all certificates under Issued certificate tab for individual level customization

Major release for companies module

Wed, 15 Jan 2025 11:45:00 GMT

Several new functionalities to the Companies feature, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline your workflows.

This feature is currently in Subaccounts > Labs > "Company Enhanced UI + Custom Fields"

What's New?

1. Create, Edit, and Update Custom Fields: Tailor your company records by adding custom fields to track data points specific to your business needs.

2. Manage Fields and Customize List View: Decide which fields to display in the List View for a more focused view.

3. Advanced Filters: Apply filters on standard and custom fields to narrow down records.

4. Sorting Options: Sort company records by any field, such as Name, City, or custom criteria.

5. Enhanced Search Functionality: Search across both standard fields (e.g., Name, Phone, Email) and custom fields.

Image multi-select now available in Social Planner

Tue, 14 Jan 2025 12:30:00 GMT

It's a simple change, but meaningful if you do media-rich posts with JourneyCARE's Social Planner.

Now, you can select multiple media files - images and videos - to be pulled into the post simultaneously rather than needing to add them one-by-one.

This new upgrade also allows you to easily reorder the images after they've been added to the post by simply dragging and dropping each image or video into the order you prefer.

Payment Links: Custom Redirects Now Available

Mon, 13 Jan 2025 12:00:00 GMT

Want more control over where people go after they pay? You can now choose your redirection url when you use Payment Links in JourneyCARE.

When you set the url:

The webpage will redirect there after payment is recorded.
You can decide whether that page opens in the same tab or a new tab.
In case the browser blocks redirection, users can manually visit the same URL.
A five-second timer helps people know that they're being redirected.

Social planner enhancements rolled out

Fri, 10 Jan 2025 17:00:00 GMT

We have several new enhancements that have rolled out for the Social Planner feature in JourneyCARE.

LinkedIn PDFs are no longer constrained to A4 size.
Warnings are now collapsed by default and expand when clicked.
For TikTok business accounts, user can now select any privacy level (previously restricted to public only)
For Personal TikTok accounts, users can use up to 2,200 characters as captions.
Updated instructions provide guidance for how to best use the Category Queue feature.
Moving forward, any items imported using a templated library will be marked with the source “Template” making t
The Content tab now displays icons, improving visual clarity and ease of navigation.

Advanced QR codes are here: call, text and email

Thu, 09 Jan 2025 12:00:00 GMT

We're all familiar with the QR codes that take you automatically to a certain web page, but what if a QR code could automatically launch a phone call, text, or email?

It's now possible with the advanced functionality that has rolled out for JourneyCARE's QR codes.

Imagine the possibilities:

point your camera here to automatically text the keyword "DONATE" and the person receives a payment link back;
point your camera here to automatically get a copy of our annual report and the person automatically gets an email with the resource, plus they get tagged annual report;
point your camera here to place a call to a sponsor shown on a sign at a conference.

Our team can't wait to see the creative ideas that this new feature generates!

Payments now integrated with Surveys

Wed, 08 Jan 2025 12:15:00 GMT

Because we know that every organization has different preferences for how payments are collected, our team is always looking for new ways to make that easy and flexible for you.

The newest option allows you to accept a payment as part of a survey. This allows you to accept donations, sell products, or charge for programs in a way that feels completely seamless.

If you've used this feature with a JourneyCARE form, you'll find the set-up to be similar and quite intuitive.

*The main difference between forms and surveys is that a form shows all of the questions on the same screen, whereas a survey presents one question at a time.

Automatically tag people who interact with your emails

Tue, 07 Jan 2025 12:00:00 GMT

It's now even easier to automatically follow-up with people who interact with the emails you send. Instantly segment with tags based on opens, clicks, replies, and more!

You can quickly set the desired tag(s) on the sending screen when you are prepping an email to go out.

While you *could* do this previously by setting up workflows, having this built right into the sending screen saves you time by eliminating the need to create those automations.

After sending, you'll be able to see a tags summary as part of your campaign statistics.

61 new print-on-demand products added for non-dues revenue opportunity

Mon, 06 Jan 2025 12:15:00 GMT

JourneyCARE's built-in integration with Printify makes it easy for organizations to sell physical merchandise without needing to pre-invest in inventory.

Simply design your item, make it available for purchase, and then sit back as Printify seamlessly handles any orders that come in.

During 2024, sixty-one new products were added, bringing the total products instantly available to you to 371.

New Opt Out Feature for Print Mail

Fri, 03 Jan 2025 12:00:00 GMT

To ensure compliance with ever-evolving direct mail regulations, organizations that use JourneyCARE's direct mail feature to send postcards, fundraising appeals, and more now have access to two powerful new features:

Mailing Opt-Out
Global Account Suppression Lists

By streamlining the process of opting out of physical mailings and automating suppression, these features save money, boost ROI, and demonstrate a commitment to customer preferences and legal compliance.

New Payment Methods on Stripe - Amazon Pay, Revolut Pay and Link

Thu, 02 Jan 2025 12:30:00 GMT

If your JourneyCARE account is connected to Stripe as a payment processor, they can now view and make payments with three additional payment methods.

Amazon Pay

This payment method that lets your customers check out the same way as on Amazon.com.

When customers select Amazon Pay as their payment method, they are redirected to Amazon’s website, where they can check out using the payment information stored in their Amazon account.

Revolut Pay

This payment method is widely used in the UK and EU regions where the currency is EUR/GBP.

Link

Link is a feature created by Stripe to streamline online checkouts, making them faster and more convenient for customers

When making a purchase via Link, customers can do a one-click checkout where their saved card details and shipping address are automatically filled in.

Search for Posts and Comments in Communities

Wed, 01 Jan 2025 12:30:00 GMT

Let community members discover new content effortlessly. The new unified search experience ensures they'll find exactly what they are looking for, all in one place.

The new search bar supports all customized themes plus the light/dark modes.

Search results will bring back:

Post Titles and Content: Find posts with the exact titles or details you’re searching for.

Comment Content: Discover insightful comments alongside related posts in one place.

Author Names: Pinpoint posts and comments by specific authors effortlessly.

Note that search works ONLY on the Discussion tab.

IAQA launches on JourneyCARE platform

Tue, 31 Dec 2024 12:30:00 GMT

Congratulations to the Indoor Air Quality Association for their recent launch to the JourneyCARE platform.

The move features:

a modern, mobile-friendly website that's easy to edit
a brand new Find-a-Pro directory
automated workflows for joining, renewing, and other key member care functions
A new member community where members can stay up-to-date on the latest happenings and interact with each other
automated membership certificates and cards

Our team is proud to welcome IAQA as a JourneyCARE client and we look forward to supporting their growth in 2025 and beyond!

Emphasize time-sensitive offers with Email Countdown Timers

Mon, 30 Dec 2024 15:45:00 GMT

Countdown timers in emails are dynamic elements that create urgency by counting down to a specific deadline. They help convey the sense of exclusivity and prompt users to act quickly.

To use this feature, first design the timer in the Marketing section of JourneyCARE. After you save the timer there, you can add it as an element in your email campaign.

NOTE: Anomaly with Apple Mail

Apple Mail caches GIFs, which affects how countdown timers are updated. Unlike other email clients where the timer updates each time the email is opened, Apple Mail may display the same GIF repeatedly without refreshing it. As a result, if a user opens the same email multiple times in Apple Mail, the countdown timer may appear to stop ticking after the first open.

Enhance the look and feel of your emails

Fri, 27 Dec 2024 15:15:00 GMT

We’ve introduced a new feature to enhance the look and feel of your emails by allowing you to round the corners of elements in your layouts.

It's a subtle change, but rounded corners give your email layouts a sleek, modern aesthetic and provide more control over your email designs.

How to Use:

Create or Edit Your Email Campaign: Start by creating a new campaign or editing an existing one.
Select Layout Element: Choose the Layout you want to round.
Adjust Border Radius: Use the "Border Radius" slider or input field to adjust how rounded the corners should be.
Preview and Save: Preview your changes, then save and send your campaign as usual.

Hit that "Send" button too fast? (Introducing CANCEL for Print Mail)

Thu, 26 Dec 2024 15:00:00 GMT

We've all been there... you hit the "Send" button and suddenly realize there's an error.

That's why we're happy to announce the release of "Cancel Mail" for printed mail - made possible through our seamless Postalytics integration.

This newest feature allows you to remove individual mail pieces or entire mailings from a campaign, provided the request is made within a two-hour cutoff window. It's two extra hours to address any "ooops" mis-sends.

Things to Know Before Canceling Mail

Printed Mail: Once mail is marked as “printed”, it cannot be canceled.
No Undo: Once mail is canceled, it cannot be undone.
For Smart Send Campaigns: Canceled mail requires creating a new campaign to resend recipients.
For Triggered Drip and Automated File Campaigns: A recipient must be re-sent through the campaign.

How to put automations on holiday pause

Tue, 24 Dec 2024 15:30:00 GMT

As the holiday season is underway, you may be wondering if certain automations ought to be put on "pause" because people aren't really paying attention while they are celebrating holidays with family, or because sending certain messages might be perceived as insensitive.

The Pause Workflow feature in JourneyCARE lets you temporarily stop specific workflows without needing to delete or completely rework them.

This is particularly helpful in situations where timing matters—like pausing for religious holidays or adjusting communications during sensitive periods, such as times of grief.

This feature also offers the flexibility to fine-tune or test workflows without causing interruptions to the entire system. Whether you're managing seasonal campaigns or just need a quick break to refine your strategy, this feature keeps everything organized and easy to resume when the time is right.

Multi-channel marketing made easy

Mon, 23 Dec 2024 14:58:17 GMT

One of the most exciting revelations for our clients is discovering just how many marketing channels become available with JourneyCARE.

Whether you're looking to grow your membership, boost sponsor visibility, or deepen engagement with your audience, JourneyCARE equips you with the tools to market smarter, not harder.

Lead generation forms, surveys, and quizzes
Bi-Directional Email
SMS / Text Messaging
Social Media Post Design & Scheduling
LinkedIn
Facebook
Instagram
YouTube
TikTok
Pinterest
Google My Business
Social Media Direct Messaging
Integration with Social Media Lead Capture
Chat Widget - SMS or Live Chat
Direct Mail Postcards & Mailers
Ads Reporting & Management
Automated Email Sequences
A/B Testing for Email Campaigns
Automated Review Requests & Posting
Phone Call Tracking & Analytics
Voicemail Drops
Affiliate Tracking for Referral Programs

The magic happens when these channels are paired with JourneyCARE’s automation capabilities . Routine marketing tasks—like sending follow-ups, scheduling posts, or delivering postcards—happen automatically, ensuring consistent communication with minimal effort.

Boost accessibility with Color Contrast Checker

Sun, 22 Dec 2024 13:23:25 GMT

Using the right color contrast ratio when building or editing your website ensures that the text is clearly legible against the background.

This has several very important benefits:

Better accessibility - An improved readability for users with visual impairments or color blindness
Improved user experience - Enhanced overall usability by reducing eye strain and better navigation clarity
A boost of SEO - An overall better user experience and optimization for accessibility means search engine algorithms will rank your site higher if it includes the right color contrast ratios

When selecting colors in the Premium Site Editor , you’ll now see the new Color Contrast Ratio checker with either a failed (red X) or passing score of AA or AAA. These will let you know if the color contrast ratio of the text element you selected is good.

Got Duplicates? Merging Just Got Smarter

Fri, 20 Dec 2024 12:32:45 GMT

In JourneyCARE, you can easily merge up to 10 duplicate contacts... because let's face it... sometimes people have multiple email addresses and phone numbers, so things can start getting messy.

Now, in addition to all of the merging capabilities that you had before, you'll notice some new enhancements:

Merging and Adding Additional Email Addresses and Phone Numbers: Retain additional email addresses and phone numbers while merging contacts. Select a primary email and phone number during the merge process as per your requirement.
Improved DND Preference Management: Gain full control over DND settings by selecting preferences for each communication channel individually.
Updated UX: Experience a cleaner interface with significant fixes and performance improvements to streamline your workflow.

Smooth Imports, Better Insights

Fri, 20 Dec 2024 01:21:36 GMT

The next time you import contacts, you'll notice an even faster, smoother experience with reduced processing times and better insights into any errors or warnings.

Experience smoother performance and reduced processing times.
Enhanced import stats with categorized success, error, and warning counts.
Clearer error and warning messages for better troubleshooting.
Easy download of detailed error and warning logs
Added compatibility for more date formats and phone number formats.
Deduplication settings now unified with universal settings.

Recurring Social Posts - Now with Category Queues

Thu, 19 Dec 2024 23:49:56 GMT

We've had the ability to create and schedule recurring social media posts in the JourneyCARE Social Planner for a while now, but the latest update has added Category Queues.

This means that you can create schedules that automatically post from items that you've placed into a specific category.

You might think of it as having an "inventory" of posts on a specific topic and every Wednesday at Noon (or whenever you've designated), something gets automatically pulled from that category to be posted.

This is a great way to resurrect helpful posts that you've used in the past so that it can be useful to people again.

More Customization for the Learning Management System

Wed, 18 Dec 2024 23:15:49 GMT

Two new updates rolled out for the JourneyCARE Learning Management System (LMS) today.

Update #1 allows you to edit ALL of the automatic emails associated with taking courses, offering an opportunity to deliver a tailored, user-specific communication experience with messages that are clear and optimized for your specific usages.

In addition to editing the style and content of the messages, you can toggle them on/off according to your communication preferences.

Update #2 lets you choose the thumbnail image that will show for the videos that you upload in the Course editor.

Admin App Update: Create & Schedule Social Posts

Tue, 17 Dec 2024 23:01:08 GMT

Be sure to update your JourneyCARE admin app to pick up the latest version. There's a whole new option for "Social Planner".

Here's what it lets you do:

Social Media Accounts - Now post to 6 social media platforms - Facebook, Instagram, Google My Business, LinkedIn, YouTube, and TikTok.
Connect Accounts - Connect new social accounts or access your existing connected accounts inside the mobile app
Social Planner views - Switch between three views to view all your social posts - Monthly View, Weekly view, and List view.
Redirect to post - Tap on the redirect icon located on every published social post on the social planner to open up the post within its dedicated platform.
Create new post - Select all the applicable accounts and start creating a new post. You can also edit or delete an existing scheduled post.
Customize post - Customize the social post with channel specific options. E.g. for Facebook, you can choose to add a follow up comment and select between posting on the feed or in the form of a reel.
Advanced settings - Create and assign categories to posts. You can also add a tag to the post.
Add Media - Add media files to your post using your device's camera, gallery, or files app.
Publish post - Publish your post to all the selected social accounts at the same time.
Save post as draft - Save the post as draft to make edits later.
Schedule post - Schedule a post to be published on a specified date and time.
Schedule recurring post - Schedule a post to be published on a specified date and time with a suitable frequency (monthly, weekly, etc)

Featured Client: Tile Contractors of America

Sun, 15 Dec 2024 03:47:01 GMT

With over 100 years of Service to the Ceramic Tile Industry, TCAA is the only association that specifically serves the needs of IUBAC signatory union contractors.

TCAA launched JourneyCARE in December 2023, prioritizing publication of a new public-facing website and the immediate need to distribute annual renewal notices.

After a year of settling into the new software, we're getting ready to support renewal time again!

Our team is proud to be part of TCAA's journey and we look forward to another successful year ahead!

Privacy Laws Changing? No Problem!

Sat, 14 Dec 2024 21:08:07 GMT

Coming up in January 2025, FIVE new privacy laws go into effect in the US, but if you're a JourneyCARE subscriber at the Premium or Elite level, you can say, "No problem!"

Several states have new laws rolling out:

Delaware (January 1, 2025)
Iowa (January 1, 2025)
Nebraska (January 1, 2025)
New Hampshire (January 1, 2025)
New Jersey (January 16, 2025)

If any of these laws apply to you and your website terms haven't been updated, you may not be compliant.

JourneyCARE subscribers automatically get the protection of Termageddon included in their Premium of Elite level subscriptions.

This means that such changes never catch your organization ill-prepared. You not only get advance notice of such changes, Termageddon makes it super easy to update policies whenever new requirements roll-out.

Imagine Print Mail as Easy as Email

Fri, 13 Dec 2024 12:36:39 GMT

JourneyCARE's built-in direct mail feature allows you to design and automatically send postcards, marketing flyers, fundraising letters and more!

When email inboxes feel crowded and social media posts being lost in the algorithms, getting into someone's physical mailbox provides a noticeably different touch point.

You can use direct mail to send out hundreds of "Save the Date" postcards for your upcoming conference, or automatically send a "Welcome Aboard" postcard or "Donation Thank You" letter as part of a workflow for a single contact.

If this is a feature you'd like to explore, just get in touch with our support team and we'll add it to your JourneyCARE account (at NO extra charge). You'll pay only printing/postage per piece you send at rates you'll find to be quite competitive.

Do You Incentivize Referrals?

Fri, 13 Dec 2024 11:04:05 GMT

Take your referral campaigns to the next level by easily i ncentivizing referrals for event registrations, merchandise sales, program sign-ups and more.

The JourneyCARE Affiliate Manager has been updated to capture referral sales that come through PayPal. This means that referral tracking is now seamless whether you are using Stripe, Authorize.net, NMI or PayPal to process payments.

Keep Email Subscribers Informed Automatically

Fri, 13 Dec 2024 01:24:03 GMT

Regularly publishing content on your website isn't very helpful if no one sees it.

With JourneyCARE, you can automatically pull your latest articles or news posts into a pre-formatted email template and send to the list you've specified.

This feature utilizes your blog's RSS Feed and sends on the frequency of your choosing.

Our latest update to this feature now allows you to set a maximum feed count for each campaign, so you never have to worry about over-burdening your readers if you've had a spike in your publishing frequency.

Easily Edit Recurring Invoices

Wed, 11 Dec 2024 01:14:20 GMT

For organizations that use recurring invoices for membership, certifications, training programs or other repeat purchases, you now have enhanced editing abilities!

Modify Frequency: Adjust the billing cycle (e.g., weekly, monthly, annually) of your existing recurring invoices to better match your clients’ payment schedules or project timelines.
Change Dates: Update the start and end dates of scheduled invoices to accommodate changes in service periods or contractual agreements.
Update Products/Services: Add, remove, or alter the products and services listed in active or scheduled recurring invoices to reflect any changes in your offerings or client requirements.
Automated Email Alerts: When auto-payment is enabled in an edited recurring invoice, it will automatically trigger an email notification to the user.
Personalization Options: Tailor the content of these notification emails within the invoice settings to align with your brand voice.

Allowing easy modifications ensures that your billing remains accurate and aligned with changing operations without the hassle of creating new invoices from scratch.

Make Course Content More Personalized

Mon, 09 Dec 2024 11:28:41 GMT

New custom values have been added in the JourneyCARE LMS which allow you to utilize four new types of custom values for deeper personalization of your learning experiences.

You can now integrate references to:

Contact-specific fields from the database
Date and time references
Course-specific references such as category titles and lesson titles
Information about your organization from your account settings

At this same time, a number of performance optimizations have also rolled out, including enhanced HPA, CPU, memory, and connection pooling. This behind-the-scenes work keeps the system running in tip-top condition for both you and your learners!

Conditional Sections in Emails

Fri, 22 Nov 2024 01:16:51 GMT

While it's always been possible to segment emails and send different emails to different people in your database, you can now use ONE email and simply show each person the elements of the email that are right for them

This allows you to show special offers only to members, show different content to people who have already registered for an event vs. those who haven't yet signed up, etc.

The result is more personalized and powerful email marketing!

Increase Revenue with Print-on-Demand

Thu, 21 Nov 2024 01:14:22 GMT

Looking for a great way to boost non-dues revenue?

JourneyCARE's integration with Printful allows you to sell a wide array of physical products without the hassle of pre-purchasing inventory and then hoping that someone will purchase the quantity and options you have on-hand.

Our newest enhancement to the Printful integration is the ability to automatically import product descriptions. Simply import any existing products that you've designed in Printful and the descriptions will be pulled in so that you can edit freely in JourneyCARE.

Featured Client: Association of Attorney-Mediators

Fri, 15 Nov 2024 04:16:26 GMT

AAM is a nonprofit trade association of independent attorney-mediators and has been a JourneyCARE client since August 2022.

AAM is a perfect example of how an organization can utilize JourneyCARE to solve specific challenge areas without completely abandoning an existing AMS platform.

For AAM, their Wild Apricot software works well as their website and member management, but JourneyCARE fills several functionality gaps beautifully, most notably automating processes for continuing education certificates, providing a user-friendly portal for on-demand training, and alleviating the burdensome collection of data necessary for the group insurance program.

Our team has loved being part of solving these problems for AAM and we look forward to seeing what the future holds

Task Management - Now with Recurring Tasks!

Thu, 24 Oct 2024 01:26:17 GMT

If you love using JourneyCARE's built in task management, you'll appreciate the latest update which adds the set tasks to be recurring.

This feature automates routine task creation, allowing your admin users to focus their time on more strategic activities.

Get Insights with Deeper Social Analytics

Wed, 23 Oct 2024 23:54:40 GMT

Did you know that JourneyCARE has impressive integration with social channels?

Now, when you post on your social media accounts through JourneyCARE, you'll have access to even deeper analytics, including demographics, engagement, and weekly trends.

These analytics can help you tailor your social strategy and optimize for better reach and engagement!

Chats & DM's available in Communities

Tue, 22 Oct 2024 21:38:36 GMT

Upleveling the interactivity in Communities, we now have Chat capabilities.

This means that your members can now directly communicate with each other privately instead of posting for all to see in the group.

Exchange photos, files, GIFs, and more to make your conversations more dynamic.

Enable push notifications on your app to get real-time alerts for new messages. Or if a member prefers not to participate in group chats, they can disable this feature or block a specific user to prevent messages from being received from that person.

This is an exciting new advancement that will make your community feel even more engaging for your members.

Our team can't wait to hear what you think about this latest feature drop!

Quizzes are here!

Mon, 21 Oct 2024 23:52:28 GMT

We're thrilled to announce the addition of our Quiz Builder.

Quizzes are an intuitive and powerful tool for education, training, and lead generation.

With its user-friendly interface and flexible customization options, Quiz Builder simplifies the process of designing quizzes, assessing learners, and gathering insights from results.

The interface is drag-and-drop simple which means that you can create quizzes effortlessly with different question types, multimedia, and answer options.

Additionally, the quiz format supports a wide variety of question types, including multiple-choice, true/false, short answers, and essay questions.

Scoring can be set up with a point system per question or category, offering flexibility for grading.

Finally, we've also included branching logic where questions can be adapted based on a participant's previous answers.