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Release Notes Week of 7.15.2024

The following have been deployed in this release.

1. CharityEngine (released on 7/17)
2. WorkFlowEngine (7/17)

CharityEngine

ID	Work Item Type	Title	APP
38838	Feature	Redesigned Navigation Our streamlined navigation helps you get to your favorite tools and features faster. A new sub-navigation is now available, providing a comprehensive view of all options within each application. You can also customize your navigation view by using the 'Customize' button at the bottom left of your screen to arrange or hide options according to your preferences.	CharityEngine
38838	Feature	New Welcome Dashboard The new user interface now features a redesigned welcome dashboard with a modern, clean design that provides an at-a-glance view of your key performance metrics. You can now mark activities as complete directly from the welcome screen and view a ranked list of prospects most likely to give.	CharityEngine
38838	Feature	New Contact Record The redesigned contact record now provides a more organized and intuitive view of donor information, making building and maintaining vital connections easier. Customize and arrange record details according to your preferences for a streamlined experience.	CharityEngine
38838	Feature	Updated Communications Series Our communications series has been redesigned for a more intuitive workflow, focusing on improved usability. Beyond the visual improvements, this release also includes the following functional upgrades: Manual Addition of Constituents: Easily add contacts to a live communication series by clicking the plus sign on the relevant step and entering recipient details. Run Test Functionality: Test your communication series off-cycle with the new "Run Test" feature. Test recipients receive emails immediately, with the option to adjust or remove wait times for consecutive email testing. Series Reset: Restart a series for a different audience or have constituents go through it again using the new Reset Series feature. Advanced Communication Series: Our advanced communication series now makes audience selection easier than ever. In addition to using the query tool, you can now create audience lists using filtered list reports. This enhancement allows users to build audience lists faster without needing query tool knowledge.	CharityEngine
38838	Feature	New Out-of-the-Box Marketing Workflows With this release, we introduced three new out-of-the-box marketing automation workflows in our communication series. These pre-configured series are designed to save you time by simplifying your communications setup and launching process effortlessly. Welcome Series: Automatically engage new donors, guiding them towards larger contributions or advocacy. Birthday Series: Strengthen donor relationships with personalized birthday messages scheduled at your convenience. List Sign-Up Series: Automate workflows for new list sign-ups, allowing targeted communications based on donor interests.	CharityEngine
38838	Feature	In-App Help Center The new in-app help center provides a comprehensive knowledge hub directly within the app. The help center now features contextual suggested articles based on the page you're viewing, advanced search, and CharityEngine Academy videos. Get targeted support exactly when you need it.

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