National Change of Address (NCOA) is a secure dataset of approximately 160 million change-of-addresses going back 48 months that enable organizations to update mailing lists with new addresses from individuals, families and businesses that have moved. While it is recommended you process NCOA before every mailing, most organizations update their database quarterly and many Personify clients have created custom processes to export to/import from the third-party of their choosing. Personify360 version 7.7.0 contains a new base NCOA process that can be configured for your third-party file of choice.
Prior to Personify360 version 7.7.0, questionnaires could only be defined for Meeting products. As of 7.7.0, that functionality has been expanded to allow questionnaires to be added to all subsystems, giving organizations not only the opportunity to personalize the member experience and deliver greater value, but also greater opportunities for members to self-serve and manage their own data updates.
For membership products, there is also a new, configurable Demographics control to allow population of those answers to write back to the constituent record.
Looking to add flexibility to your annual membership? Want to attract members who may be unable to pay for an annual membership up front? In Personify360 version 7.7.0, Personify has added an enhancement to eBusiness to allow users to select a monthly payment schedule for their membership products.
The user can choose to pay for the full year all at once (defined from a 1-year rate code) or pay in monthly installments while paying the first installment upfront (defined from the 1-year installment rate code).
As of Personify360 version 7.7.0, pricing can be defined based on World Bank Region. Membership and other products can be made more affordable depending on the customer’s location. This feature allows organizations to serve emerging or upcoming markets, and provides opportunities to share and expand on research, driving non-dues revenue. Enhancements include a new System Type for World Bank Region and codes for Low, Medium, and High, as well as the ability to associate a country with a particular World Bank Region.
As of Personify360 version 7.7.0, a new TRS process called PGR100 has been created to populate purchasing groups. Organizations can use the new process to pull a list from Data Analyzer to populate the purchasing groups, making purchases more accessible to more constituents.
Using Data Analyzer, organizations will be able to generate a simple or complex list to populate a purchasing group in bulk.
As of Personify360 version 7.7.0, coupons earned and used by a customer now display on a new task in CRM360. This features provides insight into constituent engagement by providing more accessible constituent data. Information displayed includes what coupons are available versus used, expiration dates for each coupon, and quick links to the order the coupon was earned or used on.
Enhancements have been made to the online membership join and renew workflows, allowing users to change or add a chapter membership, associated subscriptions, and Special Interest Groups during the workflow.
ORD650 now has a new parameter added to renew payment schedules. This feature will save staff time and improve the order renewals process.
ZIP100 now has a new parameter added to allow inclusion or exclusion of USPS approved city misspellings. This features allows organizations to manage their own city data and prevent confusion when selecting cities when entering a constituent’s address.
A new, configurable web control has been added for Personify360 version 7.7.0 allowing your organization to add reCAPTCHA security across several areas of your website, including when adding a new credit card, checking out, during membership join, one click donation, and guest checkout. This feature improves security across your eBusiness site.
As of Personify360 version 7.7.0, the launch screens within the Personify360 back office client have been redesigned to have a more modern and clean look and feel. The launch screens that have redesigned include the Product Launch, Marketing Launch, Communication Launch, Accounting Central Launch, Advertising Central Launch, FND Launch, and Volunteer Central Launch screens, as well as the Constituent Header, Constituent Placeholder Avatars, and the Personify360 Home Screen.
For Personify360 version 7.7.0, many customer-facing reports have been redesigned to have a more modern and clean look and feel. Reports that have been redesigned include the Customer Profile Report (CRM1000), Donor Profile Reports (FND1210, FND1211), Committee Rosters, Meeting Rosters, Acknowledgement Letters, Pledge Reminder Letters, and Order Invoices (ORD660).
Updates to Notifications include the ability to resend a notification using a Resend Email button, allowing your organization to quickly remediate member satisfaction issues. Additionally, organizations now have the ability to add an ICS calendar file directly within a notification. Recipients of the notification email will be able to click an Add to Calendar link to add meetings and events to their default email client calendar.
In Personify360 version 7.7.0 clients now have the ability to render their eBusiness site in the language of their choosing. This version includes a resource file that allows someone with technical experience to customize the labels of eBusiness controls without the need to modify source code or recompile.
Personify360 version 7.7.0 includes the ability to hide or show meeting attendees on the web, allowing your organization to maintain meeting attendee privacy where necessary or desired. This feature includes a new web control configuration on the Meeting Detail page that allows for hiding meeting attendees.
The following include architecture and third-party support upgrades for Personify360 version 7.7.0.
Spectrum™ Technology Platform is a system that improves the completeness, validity, consistency, timeliness, and accuracy of your data through data standardization, verification and enhancement. Ensuring that your data is accurate, complete, and up to date enables your firm to better understand and connect with your customers. Please see the Spectrum 12 Release Notes for a full list of features.
As of Personify360 version 7.7.0, Thycotic DLL has been removed.