This Daxko Operations release includes several exciting enhancements! Read the release blog below to learn how users can streamline program setup by copying sessions with segments, set up camp instances with distinct age eligibility, easily correct organization pledges, and more.
- Copy Sessions with Segments — Now in Live Sites!
- Enhancements to Edit Pledge Unit Search
- Age Eligibility for Camp Instances
- SMS Donation Notifications
- Updates to Filters in Daxko Dashboards
The features and enhancements in this release will be available in Live Sites for all associations on Wednesday, May 25.
Copy Sessions with Segments — Now in Live Sites!
We are very happy to announce that the Copy Sessions feature has been improved! Users creating Programs in Daxko Operations have a variety of settings available for sessions and segments. However, we know that having so many settings can occasionally slow users down if those settings don’t need change from season to season or from year to year. With the new and improved Copy Sessions feature, users can expedite the process for many common scenarios by copying existing sessions as well as their segments.
Check out the full user guide here, where we’ve detailed how staff can use this new feature for some common program scenarios:
- Copying a Session While Changing Days and Time
- Copying a Session from Last Year for This Year or from One Season to Another
- Copying a Session from Last Year with Multiple Segments
Enhancements to Edit Pledge Unit Search
This release includes an updated layout to the ‘Edit Pledge Info’ page and an improved search experience when making corrections to a pledge unit.
Prior to this release, when a pledge needed to be moved to a new unit due to an entry error, users needed to filter the search or have an exact contact name in order to locate the unit. Additionally, there was not a way to search for Organizations by name. This was a frustration for many associations that often resulted in moving these pledges to use the Corrections Campaign. View the user guide here.
We know that your association’s camp programs may include a variety of diverse offerings that appeal to different age ranges. Prior to this release, users could control age eligibility rules only at the program level. This release introduces the ability to override the program age eligibility at the camp instance level within the program. This means associations can now set up a Summer Camp program with an overall age range of 5 – 12 but also limit a specific week of Robotics Camp to 11 and 12 year olds. Check out the user guide here for how to adjust those settings.
SMS Donation Notifications
Keep track of your incoming pledges with SMS notifications for donations! This feature allows staff to receive SMS text messages when pledges above a defined amount are made towards any campaign at your association. Read the user guide here.
Updates to Filters in Daxko Dashboards
Finally, this release also includes some improvements to the Renewal Window filter on the Membership Activity Dashboard in Daxko Dashboards. This filter allows users to define the length of your association’s renewal window – the time frame in which a unit reactivating would be considered a Renewal instead of a New Unit.
The options available are now in line with common renewal definitions. The “2 + Years” option will allow any previous member for any time frame to be considered a Renewal. This ability was not previously available.
