Release Notes

1. Calendar Links in Event Emails

When this option is enabled, Outlook and Google Calendar links are automatically added to those event emails, giving registrants a simple way to save the event details and stay on track. It’s a small update that can help improve attendance and reduce the chance of important events being missed.

2. Source Code in Email Campaign Analytics

The email campaign analytics page now includes access to the campaign’s source code. This provides greater transparency and flexibility for users who want to review or reuse email content.

3. Add-ons Visibility in Member Portal

Add-ons can now be set to visible within the member portal. This enhancement improves the user experience by allowing members to easily view add-ons associated with their account or membership.

4. Enhanced A/R Export Data

The Accounts Receivable (A/R) export has been updated to include both the email address and member number fields. This provides more complete data for reporting, reconciliation, and external processing.

5. New List Builder Filter: Parent & Child Criteria

A new filter has been added to the List Builder, allowing users to segment data based on organization parent and child relationships. This enables more precise targeting and improved data segmentation for reporting and communications.

6. Event Tags for MM-DD-YYYY Date Format

Event confirmation emails now support tags formatted in MM-DD-YYYY date format. This provides greater flexibility in how event dates are displayed within email communications.

7. Populate Previous Answer on Renewal Toggle

A new option has been added to form question properties: Populate Previous Answer on Renewal.

• Enabled by default, it carries forward previous responses during renewals
• When disabled, members must provide new answers each time they renew

This ensures organizations can require updated information when needed.

8. Smart Tag for Course Code

A new smart tag has been introduced for course code, allowing it to be dynamically inserted into training certificates. This improves automation and ensures consistent use of course-related data across the system.

9. Shareable link for Email Campaigns

This update makes it easier to repurpose your campaigns beyond the inbox by sharing them through social media, internal channels, or other external platforms.

Product Updates

We’re excited to share several enhancements designed to improve reporting clarity, event management, and member visibility across your Member365 system.

Video Access via Contact Demographics

You can now grant video access based on Contact Demographics.

What this means:

Target video visibility more precisely by aligning access with demographic selections no need to rely solely on membership categories. This gives you greater flexibility when delivering content to specific segments of your audience.

Add-Ons Now Included in Membership Reports

Active and Lapsed Membership Reports now display any add-ons connected to a member’s membership.

What this means:

You can quickly see which optional upgrades, extras, or supplemental products are tied to each membership, improving reporting accuracy and simplifying audits.

Enhanced Public Event Calendar View

The public event calendar embed now allows users to switch between:

• Calendar View

• List View

What this means:

Visitors can choose how they prefer to browse your events, improving usability and increasing engagement on your website.

Invoice Access Added to Event History

The Event History section on the Contact Profile now includes direct access to the related invoice.

What this means:

Staff can instantly view financial details associated with event registrations, no more searching through invoices separately.

Workshop Attendance Export Improvements

Workshop Attendance Exports now include:

• Workshop Date

• Workshop Time

What this means:

Attendance records are now more complete and easier to validate for reporting, compliance, and tracking purposes.

Birth Dates Added to Membership Reports

Membership reports now include Birth Date as an exportable field.

What this means:

You can better support demographic reporting, eligibility verification, and member engagement initiatives.

Enhancements

Login Filters to List builder

We added filter so you can determine who has logged into (and those that have not logged into) the Member portal within a given date range.

Analytics Export

We added the contacts email address to the engagement analytics export.

Order Processing Update

We added the contacts phone number to the order processing page so you can have more details when reviewing and shipping products to customers.

Certificate Smart Tag

We added a Smart tag to display todays date to certificates

Enhancements

Denying Education Activities

We added an option that will allow an administrator to send an email to the student when they deny an Education activity.

Event Report Update

We added the name of the ticket assignee and the invoice number to the event form report.

Organization Report Update

We add the organization departments to the main organization export.

Enhancements

Learning management filters in list builder

You can now build lists on Students that are enrolled into courses and those that have not completed the course and those that have completed the course. This will allow you to easily view and communicate with students with complete/incomplete courses.

Event form responses in list builder

You can now build lists using the form responses from your event registrants.

Creating employees as an administrator

You can now add both business and residential addresses when creating employees.

Quiz form update

You can now copy your quiz answers and paste them into the answers table making creating questions in your quiz much faster and more convenient.

Store shipping countries

You can now uncheck/check all countries when blacklisting shipping countries.

Deleting organizations

You can now delete organizations from the main organization page.

Enhancements

Failed Credit Card Report

We added the date of the failed transaction to the report so you have more visibility of the transaction.

Batch Process for Store Products

We added the ability to batch process store products so you no longer need to process each product one at a time.

Address Types on the Application and Renewal form

We added the address type to the application and renewal forms so users know what address you are asking for during the process.

Enhancements

Member Portal Customization

You can now change the colors in the member portal to match your branding! To do this go to Module>Member Portal>Settings>Member Portal Customization

Member365 AI Assistant

We now have an AI assistant that is available 24/7 to answer your questions about Member365 and can help you get your answers quickly. You will find the AI Assistant at the top of every page in the admin are within Member365

Engagement Analytics list filters

You can now build lists to find contacts based on engagement analytics.

Donation Receipt Border Color

You can now edit the border color of the official donation receipt.

Smart tags for Workshops Date and Time

you can now use the smart tag for event workshops dates and times.

Enhancements

Non-member Job Posting

We added a non-member job posting option to the job board. You can find it under modules>jobs>settings>website integration>non-member job posting link. You can use this link to allow non-members to post jobs to your job board.

Organization Record Update

We added organization member since date to organization membership record

Lifetime Membership

We added the ability to test the Refresh Reminders for lifetime memberships. Now you can test the reminders to ensure they look exactly as you want before they send to your members.

Enhancements

Organization Membership Record

We added the seat packages and fee categories to the organization membership record so you can access all the pertinent organization membership details from the organization page.

Deleting Contacts

We added the ability to mass delete contacts. You can access this feature by visiting the main menu’s Contacts > Delete contacts page.

Workshop Credits

We added a smart tag for workshop credits so you can add the credits earned by attending a workshop to the workshop certificate.

Enhancements

Change Log

We added a change log to the contact record that will track who made changes to a contact record and what the changes are.

Member Benefits

We added a multi-select to the member benefits categories to allow for more effective filtering.

Learning Management List

We created new filters in the list builder that allow you to build lists of people that have enrolled in or completed courses.

Revenue Report

We added the contact phone number to the revenue report export.

Enhancements

Sign up Form Updates

We added additional fields that can be collected when using signup forms. We also added a French version of the sign up form

Primary Contact Change Log

We added logging to track when a primary membership is changed on an organization. To see the log you can go to the organization page and scroll to the bottom and look for the additional information area.

Organization Export

We added more information to the organization export that can be found on the view organization page. You can now see the primary information and who has roles. We also included the number of group accounts associated to the primary.

Enhancements

Workshops update

You can now add education credits to workshops so your members and non-members can earn education credits when attending a workshop. You are also able to track attendance for workshops.

Event attendance import

You can now import an attendance list for events and workshops. Doing so will automatically mark the guests as attended.

Zapier and Member365 integrations

Member365 now has a Zapier integration, if you would like to use Zapier you can fill out the request form here – https://member365.com/zapier-request

Clear Soft/Blocked bounces

You now have the ability to clear your soft and blocked bounces from within the software. These will clear the email from the bounce list and allow you to attempt to send emails to these addresses.

Additional on screen help

You may have noticed on some pages we have a new “Help” option on the right hand side of the screen. The help options within the slide-out are related to the options available on the page. We will continue to add this feature to more pages within the software.

Enhancements

Organization Membership data

You can now see the Membership data and form questions and answers on the organization membership page. This will allow you to see the response from all the primary members within the organization without having to view them from the primaries contact record.

Video Library

You can now categories your video and your members will be able to filter videos by category in the member portal so they can more easily find the video they are looking for.

Organization Call Log

You can now log calls from the organizations main page so you can track communication with your member organizations.

Enhancements

Job Posting Fees

You can now apply a different fee to post jobs depending on what membership category the member has an active membership in.

Member Benefits

You now have the option to offer member benefits to non-members. To learn more about member benefits you can click here

Enhancements

Contact Demographic access for Event Workshops

You can now grant access to event workshops via contact demographics.

Employee/Group Account report

We added the organization roles to the employee/group export

Enhancements

Continuing Education Update

We added the supporting documents to the education tracking page in the member portal so members can view the documents that they uploaded while submitting the activities.

Contact Demographic – List access

We added the option to give a contact demographic to a list that is created using the list builder. This is a great way to organize and group contacts.

Enhancements

Invoice update

We added the renewal dates to the membership invoices.

Continuing Education export

We added activity levels to the education reports.

Enhancements

Ability to allow an answer to a form question to be shown as a link in the directory

In a directory form you can setup a question so the answer is a clickable link in the directory. To set this up go to to your directory form create or edit the question, click properties and click ON the option “display answer as a clickable link” save the question and publish the form. The answer will now show as a link and when clicked a new tab will open and take the user to the desired page

Adding photo file path name to the extended fields and analytics export

We added the photo file path to these exports so you can quickly access the files of the member profile photos

Education activities page

We add the start and end dates of courses to the activities page in the member portal so students can easily see the course dates.