X-CD updates and changes

Membership Updates

In order to improve our membership module, we’ve made a few changes. The changes reflect our efforts to improve the consistency of your associations historical membership data. Currently, manually managed memberships, imported memberships, and free memberships, have varying consistencies of historical tracking. Going forward, these three types of memberships will have the same level of historical data as regular paid memberships. This provides clients with better analytics and reporting, leading to actionable insights.

Membership Management in Admin Site:

• When managing individual memberships in the admin site, you will now have to create a membership with a valid active period and expiration period, based on the dues category.
• We provide you with the ability to Add a Membership, Deactivate Access to that membership (temporary measure), Renew a Membership, Change a Membership (move the active period), or even remove their access (permanent measure).
• This will apply even to lifetime memberships and unpaid memberships.
• This will ensure that we have a clean membership history for this user.

Membership Imports:

• In keeping with the above, you will no longer be able to use the contacts import to import users into contacts groups that are membership groups.
• You will instead use the new Membership Import, which requires you to submit a valid email address, a dues category, and a valid expiration.
• This Import will indicate if any records could not proceed because of a membership conflict for a given user.
• It also has a revert function (beta). When you see the errors at the end of the import, you can decide if it makes sense to manually address a handful of errors, or to just undo the import (within 24 hrs) and retry with an updated import.

Membership Reports:

• We have a new dashboard that is the first step in providing new ways to look at your membership.
• We have included two updated analytics charts: Transition and Historical Membership
  • Transition: Have you ever wondered if your efforts to upgrade student members to regular members are bearing fruit? Or if you were able to retain your premium memberships between two years? This chart lets you see where members have gone relative to where they started, between two membership years (if you have a fixed membership year) or within a period (if you have rolling membership).
  • Historical Membership: This chart is a time machine, allowing you to go back in your membership history to a particular day, and review your membership.
• We are planning to release more charts in the future, so stay tuned, and let us know if there’s something missing.

Reviewer Assignment Wizard

If you are using a reviewer pool, and would like to assign reviewers for all submissions in all tracks, you can try out the new assignment wizard (beta). Go to the current assignment wizard, then click on the Try New Assignment Wizard button.

Exhibitor Staff Registration Pending Discount

• Require Staff Self Registration: If staff self registration is required – then the company administrator will not be able to edit the staff members registration and each staff member attending will need to login and complete their registration. A shareable link is created for the administrator to provide to the attending staff member to enter the attendee registration where the discount will be applied upon reaching the checkout screen.
• Staff Discounts Pending: If yes then when a staff member is assigned a discount it will not become active until the admin or staff member completes the attendee’s staff registration
• Display Staff Registration Share Link: Will display a button on the discounted staff members panel to share a login link to the attendee registration, allowing the staff member to be able to complete their attendee registration.
• Pending Discount explanation:
  • Company admins will assign discounted tickets as per usual, from the exhibitor module staff registration screen.
  • Staff given the pending discount will not have any items added or discounted to their invoice until they complete their registration in the staff registration or the regular attendee registration.
  • Pending discounts will be read-only fields and the discounted item is automatically selected for the staff member, a message is displayed to the user relaying this information.
  • The discount is applied on the checkout screen in the attendee module or when the registration modal pop-up is submitted or the staff registration screen in the exhibitor module.
  • Site admins have the ability to apply pending discounts to attendee registrations
  • Pending discounts will automatically be applied on the attendee overview screen if they have all required fields in their registration. If all conditions are not met, an alert will display that the attendee has a pending discount.

Mobile App Updates

• The author roles ribbon now displays within the mobile app on presenter cards
• Users can now rate presentations using the Star Rating feature within the mobile app