imis20.2 Product Update Brian Lindsey, ASI What s New and What s Coming

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1 imis20.2 Product Update Brian Lindsey, ASI What s New and What s Coming

2 imis Development Themes Engagement Management RiSE Web Development Platform Continuous Performance Improvements

3 Engagement Management Web-based Certification Communication Suite Social Engagement Events Fundraising Commerce Relationship Management

4 Certification

5 imis Communication Suite Manage communication templates Opt in or opt out of specific types of s Insert repeating data in communications Tailor order confirmation s Create and save recipient queries efficiently View history Deliver mass s efficiently

6 Communication Suite

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8 Configurable Order Confirmations s

9 Communication Suite Interaction Log

10 Social Engagement

11 Events Easily add previously registered guests Define a customer type for event guests Specify date ranges for online event registrations Specify date ranges for event search results Set a default sort order for event program items

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13 Fundraising Adjust automatic recurring payments Send thank you messages for donations Define Fair Market Value for an event or product Import donation data

14 Fundraising

15 Commerce View, print, and pay open invoices online Support annually billed membership and standard prorating for online joins Make payments with TNSPay gateway Adjust transaction date Limit product search by date Select specific items included in a promotion Define batch options and view details on the Staff site Manage taxation from the Staff site Define default currency for PayPal Express and Payflow Pro Display GSTINC tax for online membership and renewals

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19 Relationship Management Assign Branch/Chapter Administrator role Assign Committee Administrator role Manage Committees from the Staff site Assign Company Administrator role to any contact Change voluntary contribution amounts Address Mapper displays preferred address purpose

20 Group Administrators

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22 Easer to Choose Billing Products

23 RiSE Web Development Platform Translation Process Automation Responsive Design Engagement Metrics Performance and Usability Enhancements Contact Merge

24 Translation

25 Process Automation Automated Alerts Membership expires soon Expired membership Event reminder Join now Missing primary VIP Major donor

26 Process Automation Scheduled Tasks Automatically send s Run, attach and pdf report More to come

27 Responsive Design New Member Site Redesigned Donor and Annual Conference Site Content items are configurable for different sites New Responsive Themes

28 Responsive Quick Start Sties

29 Responsive Quick Start Sites

30 Engagement Metrics

31 Performance and System Enhancements Staff productivity and security settings Edit and save changes to Staff site navigation Access recent data quickly Manage multiple imis instances Improve password security Specify profile security settings Specify that address is used for user name Define default addresses for user name changes and commerce item sales notifications Manage data panels Navigate to system settings quickly Access and import data using the Workbook Converter Default time zones Verify New Zealand and Australian addresses

32 Contact Merge

33 Continuous Performance Improvements Through Continuum View engagement information graphically View event registration reports Display chart data with new options Refresh and update Guided Performance Scorecard statistics Print contact mailing labels from the Staff site Export SSRS reports as Excel spreadsheets Create and edit SSRS reports with additional versions of BIDS

34 Graphical Summary Dashboards with Goals

35 Targeted Dashboards and Reports

36 Export Out to Popular Formats

37 Refresh and update Guided Performance Scorecard statistics

38 imis Development Themes Engagement Management RiSE Web Development Platform Continuous Performance Improvements

39 imis Resources What s New Features ASI s Website

40 imis20.2 Product Update Brian Lindsey, ASI What s New and What s Coming