News & Updates
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Add expiration date to Contracts
April 23, 2025
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.
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.
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.
