This Daxko Operations release includes a few exciting enhancements to prospecting, including better ways to capture prospect interests and new prospect conversion metrics.
Prospecting Enhancements
Knowing what prospective members are interested in can be a helpful way to follow up with them. Now, users can collect prospect interests through prospect forms.
In addition, staff users can now track prospect conversion metrics over a selected time period. To find the report, navigate to the System Menu > Browse Reports > Prospect Conversion.
Check out the full user guide here for more details about these prospecting updates.
Other Items
In addition to some maintenance items, this release also includes an update to the way childcare program registration days display in a member’s online account and no longer requiring a campaigner when assigning gifts from ‘Manage Online Donations’.
- Display days of childcare programs online
Now parents can see the days their child will attend the program when viewing the registration details online. To view the childcare registration details, navigate to My Account > Registrations > select ‘View Details’.
- New optional “Campaigner” selection from Manage Online Donations
The above features and enhancements will be available in Live sites for all associations on October 26, 2022. Please contact support@daxko.com if you have any questions or concerns.
Join Us for a 2022 Release Review
Fallen behind on last quarter’s Daxko releases? Join members of our Professional Services team on October 26, 2022 at 1:00 pm CST to review Daxko Operations, Daxko Engage, and Daxko Accounting enhancements made during the 3rd Quarter of 2022 (July, August, and September). Register here.