Daxko Operations: Design and Usability Updates + Donations During Checkout in Training Sites

This Daxko Operations release includes a few more updates to commonly used pages, as well an exciting new fundraising feature that we’re releasing to Training sites for all associations.

• Design and usability updates to pages and reports: Membership Dues, Data Manager, updates to Member Search. Membership Information (Training sites only)
• Donations During Checkout Training site release

Read more about these enhancements below.

Design and Usability Updates

We’re continuing the design updates to commonly used pages and reports in Daxko Operations, the fifth in a series of releases focused on improving the usability and consistency throughout the system. This phase includes updates for the following pages:

• Membership Dues – Live sites
• Data Manager – Live sites
• Updates to Member Search –  Live sites
• Membership Information – Training sites only

Read the details of the updates in the full user guide here.

Important note: with this release, the Membership Information design updates will take effect in associations’ Training sites only on August 31. We strongly encourage your teams to familiarize yourselves with the updates while they’re available in the Training site. Details about the changes to Membership Information are included in the above user guide. In two weeks, with the Daxko Operations release on September 14, we plan to make these updates in associations’ Live sites.

Donations During Checkout

We understand that collecting donations is an integral part of your organization’s mission. With the 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 Training sites for all associations on August 31. We plan to release to Live sites for all associations on September 14.

Need help accessing your Daxko Operations Training site?

You can think of the Training site as a “sandbox” environment for your team to test functionality and train team members. The site is a copy of your Live site and can be accessed by logging in here: https://operations-train.daxko.com/  Users can log in with their Live site username and password.

We want you to be able to see every aspect of your member, participant, or donor experiences. This includes the emails they would receive. In the Training site, any email addresses that are listed on a member or branch page will be automatically changed to “test@test.com” to ensure no emails are erroneously sent to members, participants, donors, or users. Feel free to put your personal or professional email into the site to test any emails sent by the system.