Lead Management | Opportunity Playbook Templates

We are thrilled to deliver these highly requested Opportunity Playbook Templates for Lead Management!  Choose from a variety of templates for each Growth Area and prepare to engage with more Leads as we quickly approach the new year.  We will be adding more templates to this section in the future so please keep an eye out!  Find these Opportunity Templates in the Opportunity Tab dropdown menu.

Conversica Integration | Lead Status Updates and More!

Our integration with Conversica just got more exciting!  What’s new?  Engage now displays the Lead Status and conversation details from Conversica to provide a more streamlined workflow.  Assigned Users receive an automatic task for Hot Leads and other actionable status updates.  View a full transcript of the Engagement Assistant right there in the Prospect/Member Profile activity history.  Read this Full User Guide to learn more.

Activity History | Updated UI

The look of the activity history on the Prospect/Member Profile page has been updated.  Activities are now organized by color, can be expanded for more details, and can be filtered.

Communication color codes:  Orange is a response from a member; Light Gray is communication that does not require a response; Dark Gray indicates the member is awaiting a response from your team.

These updates will be available for all associations using Daxko Engage on Wednesday, November 30. Please contact support@daxko.com if you have any questions.

Interested in learning more about Lead Management and/or Conversica for Daxko Engage?  Please contact sales@daxko.com for more details.

Project Thrive: “Ask the Expert” Sessions

The Daxko Team is offering a new webinar series called Project Thrive. During our “Ask the Expert” sessions, our team of product experts hold office hours to cover the basics of Daxko solutions AND give you time to ask questions. We’ll be offering new “Ask the Expert” sessions every week, so stay tuned for more…

Check out upcoming and past sessions here.

Lead Management | Objection Reasons by Opportunity Type & New Lead Updates

Based on Customer Feedback and for improved tracking of Opportunity Objection Reasons, we’ve added new Objections Reasons by Opportunity Type.  We now include ‘Invalid Lead’ as an Objection Reason for all Opportunity Types to help you gauge the quality of your leads.  There are also unique Objection Reasons for Fundraising Growth, Program Growth, and Childcare Growth which are outlined below.

More updates include adding the newest Lead to the top of your lead list and lastly, for Lead Management, the New Lead status will only change once an action is taken (Change Stage, Mark as Converted, Mark as Lost Lead, Reassign) to ensure you can properly follow up with all New Leads.

Interested in learning more about Lead Management for Daxko Engage?  Please contact sales@daxko.com for more details.

Activity Page |  Control Your Focus with Expandable Sections

This small change is sure to make a helpful impact on your day!  Users can control the tasks they wish to focus on with expandable and collapsible sections for Past Due, Due Today, Due This Week, and Due Later tasks.

Group Rules |  Membership Types specify which types are disabled

Based on customer feedback, we recognize the importance of identifying which Membership Types have been disabled in Daxko Operations.  Group Rules by Membership Types now specify which types are disabled.

These updates will be available for all associations using Daxko Engage on Tuesday, September 20. Please contact support@daxko.com if you have any questions.

Project Thrive: “Ask the Expert” Sessions

The Daxko Team is offering a new webinar series called Project Thrive. During our “Ask the Expert” sessions, our team of product experts hold office hours to cover the basics of Daxko solutions AND give you time to ask questions. We’ll be offering new “Ask the Expert” sessions every week, so stay tuned for more…

Check out upcoming and past sessions here.

Ongoing Initiatives | Introducing End Dates

Based on customer feedback, we recognize there are instances when an ongoing initiative needs to end.  With our latest release, you can now choose a future date for which an ongoing initiative will be marked completed.  When the ongoing initiative reaches the end date, it will be marked as completed and no additional correspondence will be sent to anyone in that initiative.

Email Editor | Introducing Locked Rows

Administrators can now lock rows in the email editor.  This enhancement is ideal for standardizing your headers and footers, giving you peace of mind that these rows cannot be modified by other user roles.  When building an email, Administrators will see the “Low Rock” option at the very top of the ROWS Tab.  To lock a row, simply click the toggle and you will see that ‘Locked’ is displayed in blue. By default, rows remain unlocked.

These updates will be available for all associations using Daxko Engage on Wednesday, August 10. Please contact support@daxko.com if you have any questions.

Project Thrive: “Ask the Expert” Sessions

The Daxko Team is offering a new webinar series called Project Thrive. During our “Ask the Expert” sessions, our team of product experts hold office hours to cover the basics of Daxko solutions AND give you time to ask questions. We’ll be offering new “Ask the Expert” sessions every week, so stay tuned for more…

Check out upcoming and past sessions here.

Gender Identity Updates

We are pleased to deliver Gender Identity options in Group Rules for both Prospects and Members.  Gender Identity is also included on Group Exports and Initiative Imports.  Learn more about the Gender Identity updates to Daxko Operations and the research contributing to these gender inclusivity efforts.

Gender Identity update is also included on the Member or Prospect information section.

Search Functionality Updates

Based on feedback received from our customers, we have made some changes to the search functionality to produce more desired results.  Using quotations will still produce an exact match but we’ve improved search logic to more closely match the search criteria entered in the search field when quotations are not used.

These Gender Identity and Search function updates will be available for all associations using Daxko Engage on Tuesday, June 28. Please contact support@daxko.com if you have any questions.

Project Thrive: “Ask the Expert” Sessions

The Daxko Team is offering a new webinar series called Project Thrive. During our “Ask the Expert” sessions, our team of product experts hold office hours to cover the basics of Daxko solutions AND give you time to ask questions. We’ll be offering new “Ask the Expert” sessions every week, so stay tuned for more…

Check out upcoming and past sessions here.

No-Send Schedules for Initiatives

Setting up automated initiatives can be a huge efficiency gain for associations using Daxko Engage, as well as a great way to ensure that members receive engagement touchpoints at appropriate times. However, we also understand that there are occasionally holidays and other special events when associations do not want emails or text messages to send to members or the community.

Because of this need, we are excited to release No-Send Schedules, periods during which communication from initiatives is paused for a short time and deferred until later.  Check out this User Guide to learn more.

No-Send Schedules will be available for all associations using Daxko Engage on Tuesday, May 31. Please contact support@daxko.com if you have any questions.

Other great updates in this release include:

1. Users can now send test emails from “Define Workflow” step to another email address.
2. Engage Administrators and Marketing Managers can now copy a group.
3. In Step 4 (Review) of creating an Initiative, users can now see which user or team a task is assigned to in that workflow.
4. Membership ID has been added to Group Exports.
5. Custom Merge Fields are available with multiple imported group.

Project Thrive: “Ask the Expert” Sessions

Last week, the Daxko Team kicked off a new webinar series called Project Thrive. During our “Ask the Expert” sessions, our team of product experts hold office hours to cover the basics of Daxko solutions AND give you time to ask questions. We’ll be offering new “Ask the Expert” sessions every week, so stay tuned for more…

Check out upcoming and past sessions here.

This Daxko Engage release includes a powerful task management update that’s been highly requested by many customers over the past several months.  Check out more details further below about our No-Send Schedules feature coming soon.

Reassign Tasks in Bulk

Reassigning tasks is a necessary function in Daxko Engage that allows Administrators to assign tasks from one user to another User or Team using the Edit button. We are pleased to release the ability for Administrators to perform this action in bulk.  This new function is especially handy in the event of staffing changes.

From the Activity Page for another User, Administrators will see a new button labeled Reassign Tasks.  From there, notice the options to reassign all tasks to another User or Team.  Details for the total number of tasks being reassigned is highlighted below the Search field.

Reassign Tasks in Bulk will be available for all associations using Daxko Engage on Friday, May 6. Please contact support@daxko.com if you have any questions.

Coming Soon:  No-Send Schedules 

Setting up automated initiatives can be a huge efficiency gain for associations using Daxko Engage, as well as a great way to ensure that members receive engagement touchpoints at appropriate times. However, we also understand that there are occasionally holidays and other special events when associations do not want emails or text messages to send to members or the community.

Because of this need, we are excited to share that we will soon introduce a new ability to create No-Send Schedules, periods during which communication from initiatives is paused for a short time and deferred until later.

We already have early adopter associations using No-Send Schedules, and we are planning to release this functionality to all associations by the end of May 2022. If your association is interested in taking a deeper look at this before then, please contact the product team.

Project Thrive: “Ask the Expert” Sessions

Last week, the Daxko Team kicked off a new webinar series called Project Thrive. During our “Ask the Expert” sessions, our team of product experts hold office hours to cover the basics of Daxko solutions AND give you time to ask questions. We’ll be offering new “Ask the Expert” sessions every week, so stay tuned for more…

Check out upcoming and past sessions here.

Join Us for a 2022 Release Review

Can you believe it’s already May?! If your team has fallen a little behind on this year’s releases, join our Professional Services team to review Daxko Operations, Daxko Accounting, and Daxko Engage enhancements made during the 1st Quarter of 2022 (January, February, and March). Register here.

Allowing people to complete a simple prospect form is a lightweight and efficient way for associations to manage prospects. From there, users can then create automated initiatives to follow up with those prospects, ensuring that the right people get the right message in a timely way. And associations using Lead Management with Daxko Engage also have the option of assigning these prospect leads as part of an Opportunity Playbook in order to guide them along their prospect journey.

Since the release of prospecting forms in Daxko Operations and prospecting group rules, we have learned from Daxko Engage users of the need to more easily segment prospects by specific prospect forms. The new Prospect Source Form Group Rule allows users to do just that.

View the full release guide here.

The Prospect Source Form Group Rule will be available for all associations using Daxko Engage on Friday, April 22. Please contact support@daxko.com if you have any questions.

Coming Soon:  No-Send Schedules for Initiatives

Setting up automated initiatives can be a huge efficiency gain for associations using Daxko Engage, as well as a great way to ensure that members receive engagement touchpoints at appropriate times. However, we also understand that there are occasionally holidays and other special events when associations do not want emails or text messages to send to members or the community.

Because of this need, we are excited to share that we will soon introduce a new ability to create No-Send Schedules, periods during which communication from initiatives is paused for a short time and deferred until later.

We already have early adopter associations using No-Send Schedules, and we are planning to release this functionality to all associations by the end of May 2022. If your association is interested in taking a deeper look at this before then, please contact the product team.

Happy New Year! For our first release of 2022, we have a small handful of enhancements that were submitted and requested by users like you.

• Sending test emails to multiple people
• Updates to test email subject line
• Viewing test emails as web pages
• Plus a few small maintenance items or bug fixes

Sending test emails to multiple people

With this release, Daxko Engage users creating emails can now send test emails to other email addresses in addition to their own. By default, users will see their own email address but can choose to select others if needed. When adding other email addresses, simply separate the email addresses by commas with no spaces in between.

Updates to test email subject line

Test emails are now more clearly marked as such. With this release, the subject line for test emails will all begin with “Test Send” followed by the subject line.

Viewing test emails as web pages

Finally, because we heard from users that viewing emails as web pages is helpful in the testing and review process, we have added the ability to test emails that are part of one-time initiatives.

These features will be available for users on Thursday, January 20. Please contact support@daxko.com if you have any questions or concerns.

With this Daxko Engage release, we have added Preferred Name to the details displayed for members, making it easier for your team to address your members (in person and via email) by their preferred name.

For more information about Preferred Name in Daxko Operations, check out the release blog here.

If Preferred Name is defined for a member, it will be displayed in Daxko Engage as seen above on the member profile. Here’s where else Preferred Name will be used:

• Home screen: member tiles will display preferred name if that is present for a member
• Activity: users viewing tasks about members will see preferred name
• Search: the main member search now includes preferred name, and results will display that if it’s present
• Email Merge Tags: “Preferred Name” is now an option within merge tags for email; if a preferred name is not available for a member, first name will be used instead

This feature will be available on Wednesday, December 1. Please contact support@daxko.com if you have any questions.

This Daxko Engage release contains two frequently requested enhancements that we hope email marketers will love:

• Viewing emails in a web browser
• Seeing a heat map for email click analysis

Viewing Emails in Browser

Sometimes, readers prefer to view email content in a web browser, rather than in their email provider. Also, we know that associations would like another simple way to share email content with their team or their community. To provide a better and more accessible experience to email readers and email marketers alike, we have added a new option to include a link in Daxko Engage emails that are part of one-time initiatives.

Email Click Analysis Heat Map

Email marketers spend a lot of time designing meaningful and high-impact emails. With this release, marketers can get a deeper look into how email recipients are interacting with email content. The new Click Analysis shows a heat map of where in the email recipients are clicking on links.

View the full release notes here. These features will be available for all associations using Daxko Engage on Wednesday, November 3. Please contact support@daxko.com if you have any questions.