This update was published on November 3, 2022

🤖Automations

A couple of years ago, we launched our automation feature, allowing you to send emails series to a specified list of people. We received feedback that it would be really useful to send the same automation to multiple audiences.

We’re thrilled to announce the addition of a new automation type, multiple-source automations, to solve this problem. You can now enroll multiple groups of recipients into the same automation: no need to duplicate automations to add new people! These groups include:Results of a filter - add people in batches

• Page settings - add people as they sign up
• Actions from a “Contact your Representative” and “Signup” ActionButton if you have the ActionButton add-on enabled

To see this new feature in action, watch our recorded video.

We'll also be hosting webinars on December 8th to dig into the strategy, so make sure to register:
Level up engagement with supporter journeys and a NEW automation feature
🇳🇿🇦🇺 APAC friendly: Dec 8th, 9 am AEDT
🇺🇸🇪🇺 North America & EMEA: Dec 8th, 9 am PST / 5 pm GMT

We’re looking forward to your feedback.

This update was published on November 3, 2022

😊 People

We added “affiliate of”, “consultant”, and “consultant to” relationship types to filter

💸 Finances

We fixed a bug with duplicate fundraising amounts when a pledge is added after a donation

This update was published on October 17, 2022

💻 Website

• Fixed bug with duplicate fundraising amount when a pledge is added after a donation

💸 Finances

• Added pagination to signup’s donations list in the finance tab

This update was published on September 23, 2022

😊 People

• Enabled auto-districting for nations in Bulgaria

💻 Website

• Fixed duplicate action fields in Donation v2 page advanced settings

💸 Finances

• Deployed filters for recurring donation frequency and next donation date

💳 NationBuilder Payments

• Supporter Portal now live!

🌟 ActionButton

• Released custom image Dial & Sentiment Poll upload for paid plans and other minor updates/bug fixes

This update was published on August 26, 2022

💻 Website

When a CPU only has website permissions, they now see “View all sites” in the sidebar menu

This update was published on August 9, 2022

😊 People

• Improved membership cancellations from the control panel:

Memberships tied to recurring donations can now be canceled through the control panel.
In the settings of an Active membership tied to a recurring payment, you will now see a "Cancel membership" button in the lower-right corner. When clicked, you'll see a friction modal indicating that canceling the membership will:

Cancel the associated recurring donation. A recurring donation cannot be re-associated with a membership once it's been canceled

Schedule the cancelation for the end of the current billing cycle. After cancelation, the membership will remain active with an expiration date of the end of the current billing cycle. More here in documentation

💸 Finances/Supporter portal

• Released an update to the Supporter Portal beta which includes more features for donation and membership management as well as portal appearance read detail here

This update was published on July 17, 2022

😊 People

• Ever wondered why a control panel user has access to certain profiles and not others? Lost track of where on your website you're assigning point people? Now you can see all the people that are assigned to a control panel user, filter by assignment type, and review all assignment sources in your Nation. Go to a profile dashboard < assignments

• Past exports can now be accessed through the "More" menu in the people view
• If you’re using tag sharing there are now two more sync options available, reach out to your Account Manager if you would like this functionality added to your Nation: primary email and email is bad

😊 People

• Control panel users with assigned people can no longer access exports generated by control panel users who are assigned to them
• Allow recurring imports to be edited. Previously you had to delete and re-add the import to make changes
• Fixed bug that caused recruits count in the control panel and on public profiles to be incorrect if a recruit was deleted

💻 Website

• Fixed bug that resulted in site access being removed from a group when the sites images, footer or analytics setup were edited
• Allow capturing middle name on donation forms. This can also be added/accessed via the donation api. Api docs have been updated

💸 Finances

• Allow capturing middle name on donation form via the donation API. API docs have been updated

This update was published on June 22, 2022

• ActionButtons now all include an animated button which is 2x more likely to get impressions!
• Default political capital is now 0 when logging contacts from a list (it was -1)

This update was published on May 30, 2022

Automation history is now available within single-person view. You can read more in our documentation here.