Prospecting + Email Verification Updates

This week’s release, available to all associations on Wednesday, September 30th, contains updates to two existing areas of Daxko Operations: Prospecting and Email Verification.

Prospecting

As more and more associations use new Daxko Operations prospecting features, we have received excellent feedback around ways to improve how your team interacts with prospects and reports on prospect conversions. The new experience includes the following updates:

• Duplicate check for online joins
• Tour status updates
• Updating branch to match tour guide
• Clarifications & additions to the prospect conversion report

For more details, check out the User Guide.

Email Verification

In last week’s release, we added important new functionality that allows associations to verify email addresses. This release contains updates to the remaining email entry points in Daxko Operations, including Add Membership, Renew Membership, Add Member, Edit Member, and Activate Member. Two additional enhancements will also be released:

• Unverified email addresses will trigger a pop-up when a member logs in to the online account. This pop-up will ask the member to verify the email address on file using email interaction for confirmation.
• Every twelve months a message will pop-up when a member navigates to My Account asking the member to verify the email address on the file is the best email for communication.

To see all of the details, check out the User Guide.

Announcing: Document Storage!

For those interested in Document Storage within Daxko Operations and Daxko Accounting, please join us tomorrow, September 30th at Noon Central time. You may sign up HERE. We will be recording the webinar for those unable to attend.

Questions, concerns, or feedback? Email support@daxko.com.