Release Notes 24.11 - 4/19/2024

As part of our commitment to your success, we're happy to announce several improvements to MC Trade to help you manage your organization more efficiently and effectively. We will roll out these changes to all customers on April 19, 2024.

HTML Templates

With this release, all customers will find 5 new email templates available in the HTML Templates dropdown when composing an email. These templates have been designed with the latest email best practice in mind, specifically optimized to render properly on mobile and to the most common email clients' industry specifications. You'll find stock images you can use without having to swap out, and a very simple, streamlined email body that ensures the highest probability for good engagement. New templates include: 

  • Welcome Email
  • Newsletter
  • News Announcement (for brief announcements)
  • Event Invitation
  • Dues Reminder

Click here to learn more about HTML Templates.

Recurring Email Updates

Based on customer feedback and to better support recurring and campaign emails, we’ve added two new features to the existing Recurring Email functionality:

  • Additional monthly recurring options: rather than setting a specific day of the month, you can now choose a day of the week to send the email each month, such as the “First Monday” or “Third Thursday” of the month.

  • End date: rather than manually inactivating/deleting recurring emails once you want to stop sending them, you can now configure an End Date after which no further occurrences will go out. This is a useful tool for event marketing campaigns, which allows you to set a search that excludes registrants of a specific event and send invitations on a recurring basis up until registration ends.

Click here to learn more about sending Recurring Email. 

BETA Directory Coupon 

With this release, you'll now be able to see your Coupon displayed on listings in the BETA Directory, which link out to the Coupon Detail page for that listing's profile. If you have existing coupons in your system, they will automatically appear on the directory listings. 

Click here to learn more about setting up coupons to display in your directory. 

This release includes the following enhancements and fixes:

  • Added the ability to Rebalance invoices that have been paid in full, based on Related Revenue Items set to rebalance on flat rate or percentage of the total amount, adjusting posted line items to manage the line items.
  • Fixed the Committee Member Export to use the overridden Related Organization if one exists, rather than the individual's default related organization profile.
  • Added Event End Date to the registration form when an event spans more than one day
  • Fixed an issue with Read Only user permissions on a profile, ensuring Contacts, Certifications, CEUs, Tasks, and Sales Opportunities cannot be edited without Full Access permission to a profile
  • Fixed an issue searching in the Profile Selector specifically when using the Member Activity date "Last 1 Day"
  • Fixed an issue exporting results in the Profile Selector when the search criteria included the "ARB Billings" checkbox
  • Fixed an issue with Profile Selector tagging with the new Manage Columns feature when executing Actions on the selected profiles.
  • Fixed an issue with event registration forms being disabled when a field is missed and then filled in after attempting submission
  • Fixed an issue with the Username label field on General and other forms for individual profile submission
  • Fixed an issue loading MailChimp manual sync Audience list when executing a manual sync
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