As our customers begin reopening efforts and plan for welcoming their community back, we are excited to release new functionality and other updates to member prospecting in Daxko Operations! These features will be available Wednesday, May 20, on your Daxko Operations Training Site. We encourage you and your team to begin familiarizing yourself with these new features before the release to the Live Site in June.

This release includes the following:

• New Prospect Forms for Websites and Lead Capture
• Updated Add Prospect Experience
• Enhanced Prospect Profile
• New View Prospects Page
• Read the User Guide for all the details

New! Creating and Managing Prospecting Forms

With this release, users have the ability to create simple forms to collect prospecting leads directly into Daxko Operations. This allows people to submit their own lead or interest form, saving valuable staff time.

Choose how you would like to use each form: either as an embeddable form or through a URL. If you are embedding the form, copy the script code and add to your website. If you are using the URL version of the form, copy the link and share. The URL can also be used to generate a QR code, allowing people to simply scan it with their phone to access a mobile-friendly version of the form.

Viewing a List of Prospects

Another new feature for Prospecting in Daxko Operations is the View Prospects Page. This is where users can see a list prospects who have been entered, whether manually through Add Prospects or through prospect forms. Select a prospect’s name to view his or her profile.

Viewing the Prospect Profile

We have revamped the Prospect Profile, making it look a little more like a Member Profile. The Prospect Profile displays any information you have about that person and provides a way to quickly update with any new information or add notes as your relationship with them deepens.

To read the full details of this release, check out this week’s Training Site User Guide.

We need your feedback regarding these enhancements to Prospecting prior to our release of this functionality in June to your Live Site. You may send your feedback to Charlie Peters, Associate Product Manager, to cpeters@daxko.com.

We have a lot of exciting enhancements and updates packed into this Daxko Operations release! The Membership Information page has a new design and layout, associations can now collect donations during program registrations, and a whole lot more. Be sure to review the release blog below for the full details:

• Design updates to Membership Information – now in Live sites
• Donations During Checkout – now in Live sites
• More page design updates
• Other enhancements to programs, guest check in experience, and more

Design Updates to Membership Information – Now in Live sites!

With the previous release, we introduced the updated Membership Information page in Training sites so that users could begin familiarizing themselves with the changes. With this release, the updates will take effect in Live sites.

While there have been no significant changes to the functionality on this page and no features have been removed, some items have been rearranged to make the experience more user friendly. We understand that any time something in the software changes it could interrupt workflows, so be sure to review the user guide here or check out this quick video. We appreciate your patience and hope that we have provided the resources needed to help your team make a smooth transition to Daxko’s new DNA.

Other Page Updates

In addition to the new Membership Information design, we have also made minor updates to the following pages so that they match the new design patterns. No functionality has changed, but users may notice a new look and feel to these pages:

• Draft Detail
• View Prospects
• Outstanding Gift Cards
• Adjustment Summary
• System Credit Summary
• Fundraising Designation Summary
• Fundraising Memorial / Honor Summary
• Fundraising Pledge Adjustment Summary
• Create Signature Report
• Scholarship Summary

Donations During Checkout – Now in Live sites!

We understand that collecting donations is an integral part of your organization’s mission. With the Live site release of Donations During Checkout, Daxko Operations users who allow online program or childcare registration can now request and accept donations during checkout online.

Read the user guide here and get answers to Frequently Asked Questions here. This feature will be released to Live sites for all associations on September 14.

Other Enhancements

Also included in this release are a handful of other enhancements, all of which were requested by users like you!

Updates to Guest Check In Experience

We introduced the guest check in experience last year. As more and more associations have used this feature, we’ve heard feedback that guest check ins needed to be more distinct from standard facility check ins. To correct that, we have updated the color for the tile and heading in order to help users see at a glance who’s checking in as a guest.

Authorized Pickups added to Registration Summary

Authorized Pickups is an easy way to manage pickup information for child care and camp participants. This release includes the addition of Authorized Pickup information to the Registration Summary.

Export Member List from New Monthly Add-ons

Associations using new Monthly Add-ons (available in Training sites for everyone) now have a way to export a list of members who have a particular add-on for reporting and tracking purposes. To do so, navigate to the Fee / Adjustment Setup page from the System Menu. Then, under the Monthly Add-ons tab, select a link in the “# Members” column. From the Monthly Add-on Unit List, there is now a Download option.

Longer Program Session Descriptions

To accommodate longer program session descriptions, the Description text box on step 1. General Information for standard programs can now include up to 2000 characters. Previously, the limit was 1000.

Comments Section in Prospect Forms 

Prospect web forms were introduced in 2020, and they allow users to create simple forms for collecting prospective member leads directly into Daxko Operations. This release includes a new optional field for additional notes and comments. These comments are then visible on the prospect profile.

The above new features and enhancements will be available in Lives sites for all associations on Wednesday, September 14. Please contact support@daxko.com if you have any questions or concerns.