Have money coming through by cash/check and want to display on Donor Roll? Schools can display offline donations within Donor Roll by importing a csv with the list of donor name, donation amount, and date. (ENC-35232)

Display offline donations within Maps by importing a csv with the list of constituent identifier, geo location, amount, and date added. (ENC-35211)

Email home now has an additional view option of List View. List View provides the same information as the Grid View with the email cards.

Grid View:

List View:

A great add to Lists and Segments with the ability to now upload a list of emails with additional merge fields. This means you can still personalize this audience type to not only include First and Last Names but also support a whole myriad of scenarios from specific ask amounts per email address to a custom message from your President for every person in the file. No longer do your staff import data into your online database when you can simply upload a file that contains those necessary elements. We cannot wait to see what kind of powerful messages you all build with this new functionality!

With the addition of Email Lists we know not all constituents you email will have a Constituent ID. Due to this we wanted to be sure you knew exactly which member records are opening, clicking, registering for an event, and even making a gift. Dare we say unsubscribe too... well it is a shame if they do but you can find this unique record information out as well. Happy reporting!!

A different angle of gamification in Leaderboards. After admins enter a set amount of bonus funds, they then can choose which distribution method -- Preset Ranking or Relative Percentage. Here is another way you can entice donors to give more. (ENC-35195)

You will now be able to use custom fields in Leaderboards – from free and commerce Events and Membership Forms. (ENC-33223)

Free Events in Maps

Free RSVP Events will display in the Map's Available Forms list and guests count as a part of participation count.

Parent/Child designation support in Leaderboards

Schools that want to have donations grouped under a certain initiative can now utilize Parent/Child designations.

Appeal Code support in Leaderboards

Schools who want to measure how effective a given leaderboard is in donations may use Appeal Code for tracking.

ENC-33133 The sidebar navigation items on the My Profile view are now tagged a header 2 items so that assistive technology users can more easily navigate the controls and views.

ENC-23431 Resolves an issue where double clicking the "Create" button on the first event configuration screen creates duplicate events.

ENC-33132 Resolves a rare issue where redirects involving SAML authentication breaks edit registration link.

ENC-13773 Resolves an issue where selecting the browser back button to register for the same event for the same email does not notify the user of an existing registration under that email.

ENC-25868 Resolves an issue where registering for an event without logging in, and then launching the same registration form from a pre-populate link and completing the registration creates duplicate registrations rather than notifying the user of the existing registration.

ENC-23598 Resolves a rare issue where a constituent who is already registered for an event can register a second time for the same event by navigating between the home page and registration page multiple times.

ENC-14077 Resolves an issue where a constituent who is already registered can navigate outside of the Resend Confirmation popup dialogue and reactivate the Next button to progress through the form to perform a second registration under the same email.

ENC-12386 Resolves an issue where only the first 5000 rows of designation reports were being included in the export.

Networking Groups: ENC-33185 Admin is able to make a group member an owner when added to the group via a Data Viewer query.

Member Merge: ENC-32815 Form sessions that do not have user progression after ten minutes no longer receive timeout modal.

Online Giving: ENC-31904 Accessibility features have been updated for the designations popup window.

Online Giving: ENC-31905 Alt Text for expandable/collapsible icons have been updated to include "Expand to view funds for <designation name" and "Collapse funds for <designation name"

With the introduction of Email Home, all site administrators with email marketing access will have the opportunity to explore the new email creation workflow. At this time, draft messages can be created but not released. Written Documentation is available for all aspects of draft creation.

Active features with this release:

Features to Become Available in July:

Features to Become Available in August:

75% of consumers want to pay faster! Which is why we are thrilled to announce our new eCommerce partner, PayPal. Aiming to arm clients with more modern ways of payments for their constituents, PayPal offers One-Touch (aka One-Click Gifts) and recurring/perpetual transactions to be facilitated. In addition, Venmo will also be supported as a payment method through the PayPal flow for one-time gifts. PayPal can be configured as a primary or secondary gateway on your commerce forms. Set as a secondary means you can continue to use your primary gateway in conjunction with offering PayPal and your constituents can choose their preferred payment method when making a gift.

How do you get started?

PayPal is a new gateway option that can be configured as a secondary gateway for donations. In order to do so you must have a merchant account your organization has already established at:

https://www.paypal.com/us/webapps/mpp/express-checkout

Do we also need to have a Venmo account in order to support Venmo payments?

Your organization will not need a Venmo account in order to accept payment as a wallet option with Venmo through PayPal. More about this can be found here:

https://www.paypal.com/us/smarthelp/article/venmo-payments-faq3445 How do I get access to have PayPal enabled on my site?

At this time we are enabling PayPal on a site by site basis. Look forward to a future release where this will be made available for all sites and all commerce forms.

If your organization is interested in exploring PayPal more, please contact your account rep.

If you are ready to turn on in your site, please contact App Support.

Where can I set up my PayPal account?Once enable in your site, the PayPal gateway account can be setup and accessed via in the Accounts tab of the Manage Payment Gateway's page in Encompass.

PayPal will provide Payer ID, Client ID and Secret which will be used in the setup in Manage Payment Gateways -> Accounts.

Where do I get the required config for setting up my merchant account?

Which Admins will have access to set up the merchant account?

Payment Gateway Admin

What are some optional configuration options?

Currency is defaulted to USD but can be configured to another currency but entering a valid ISO-4217 code in the Extra 2 field. You will need to set the currency in your merchant account before it will accept transactions.

Please note that the currency must also be enabled in the PayPal account.

Will PayPal work on Events with Donations?

At this time, PayPal will not work on Events with Donations.

What kind of PayPal account is supported?

PayPal offer two kinds of accounts: Personal and Business.

Note: This is not a replacement for the PayPal Payflow Pro payment gateway we currently support and would be a separate integration. How will this work when PayPal is configured to be my secondary gateway?

PayPal as Secondary - The last step of the form will have a "Pay with Card" button AND a PayPal branded button.

Can this be used to replace PayPal buttons we have on content pages on our site?

No, this is not supported at this time.

Will PayPal support scheduled and perpetual gifts?

This uses a slightly different API (reference transactions) that allows iModules to bill the constituent's PayPal account on a recurring basis after the initial transaction.

The billing agreement is outlined for constituent to review before approving the transaction.

Billing Agreement token format:

Where can I update the default email body for PayPal messages?Updating on form by form basis will still be supported. If you would like to change what has been defaulted, Support can update global verbiage tokens:[RecurringBillingFailedChargeNotificationPayPal_EmailBody] will update PayPal failure message for all forms in all GIDs

[RecurringBillingUpcomingChargeReminderPayPal_EmailBody] will update PayPal upcoming charge reminder message for all forms in all GIDs

How will we know which transactions in the reconciliation file were done via PayPal versus our Primary Gateway?

Authorization Code found in reporting will start with PAY. For reconciling transactions, you will use PayPal Transaction ID AND Customer Trans Number.

PLEASE NOTE - With PayPal enabled for your site, a new column (Merchant Account Name) is added to the left of Authorization Code. This will introduce a potential breaking change for the Giving Transaction Export and the Event Reconciliation with Adjustments Export.

Will billing information will pass back from PayPal?

Billing information will automatically write to reporting and display on the finish page/confirmation email for the owner of the merchant account (i.e. Purdue Alumni Association) needs to contact their rep at PayPal and ask to have that feature enabled on their merchant account. This in turn would present a message to the donor when checking out confirming that PayPal is authorized to send their billing information back to the requester.

How can constituents set up "Pay with Venmo" to work with PayPal?Please keep in mind that in order to see the option to pay with Venmo, you will need to have Venmo currently installed on your phone, be checking out with an eligible PayPal merchant, and not have configured PayPal OneTouch.

To opt in and purchase with Venmo, tap on the icon in the upper left corner of the app, then tap on Settings. In Settings, there’s the Buying section. To use Venmo to pay during checkout, tap Enable Mobile Web Purchase’ or Connect Browsers.

Transport Layer Security (TLS) is a cryptography protocol that ensures private, secure communications over an internet browser connection. Beginning June 17, 2018, iModules will no longer accept WEB and API connections using TLS 1.0 protocol. Click here for more information regarding this update.

ENC-32149 Resolves an issue where a donation category without designations that is added to an event have designations erroneously re-enabled after editing the event name.

ENC-32083 Resolves a rare issue where Membership related roles were not appropriately inherited by the member record after the member merge process.

ENC-31431 The gif file supporting the "closing" processing spinner on Giving forms now has appropriate alternative text.

ENC-31430 The gif file supporting the "reloading" processing spinner on Giving forms now has appropriate alternative text.

ENC-24872 Resolves an issue where Identity Check Point displays records of deceased members for matching.

ENC-14926 Resolves an issue where a deleted record erroneously displays within the submissions grid.

ENC-32606 fixes issues where emails marked as valid were not getting set to valid in all cases.

Expanded Click Tracking Metrics

ENC-31381 Resolves issue where some clients were not able to view the Full-Site SSL Information page in the Gold Key area of Encompass. This page displays a list of configured domains for the site, and if a SSL certificate is recommended. Please see the Full-Site SSL Overview Support Center page for more information about converting to Full-Site SSL.

ENC-31992 For Commerce Forms that are accessed from the Forms module, Commerce Item Fields no longer have a Registrant Limit field as this is not a supported workflow.

ENC-31948 and ENC-31856 Resolves a rare issue where First Time Login displays an error message when used on certain templates configurations.

ENC-27574 Resolves an issue where LDAP authentication fails but Encompass login succeeds, and the user is not returned to the appropriate URL after login is completed.

ENC-31893 Resolves an issue where tokens are not being returned correctly for certain records by the ValidateConsitutuentID web service query.

ENC-27827 Resolves an issue where a giving form URL with &bledit and &dids URL customizations where not functioning properly in certain workflows. When these customizations are used, and if the designations specified by &dids are not part of the form configuration, then the customizations are removed if the user selects the back button on the form or browser. See The Power of URL Customizations Support Center page for more information.

ENC-30395 Resolves an issue where Membership confirmation emails were displaying the incorrect expiration date.

ENC-32819 Resolves an issue where Group pages result in a system error upon page load.

ENC-32839 Resolves a rare issue where forms with the Email Forwarding field cause a system error when the user tries to navigate to the next step.

The 59.5 Encompass release contains a large number of changes related to iModules' ongoing initiative to provide a constituent experience that is compliant with WCAG 2.0 Level AA guidelines, and more accessible in general. These changes will be particularly beneficial to the following audiences:

Below you will find all web accessibility changes in 59.5 by module or component.

With the introduction of "Recently Deployed Emails" on the dashboard, the export table button triggered a download of the 5 visible results. With this release, the button has been changed to "Export Results." The Export Results button will create a csv file with metrics from the last 100 messages that fit the dashboard filter.

We’ve all experienced it before: an application doesn’t like something about an attempt to log in or complete a form, and to ensure we’re not a robot shows us a Google reCaptcha control asking us to enter the garbled text shown. Even with the clearest of vision it can often be difficult to correctly interpret the text to enter, leading to a frustrating experience.

If you sympathize with this statement we have good news for you: Encompass will be upgraded from Google reCaptcha version one to version two on Tuesday, March 6th, 2018, at 8:00PM CST. This change will occur at the same time for all clients (US, CA, and AU).

For those clients that have implemented a custom login view, you will want to verify that new reCaptcha control does affect your login page’s layout and styling. During the development effort to implement the new reCaptcha every attempt was made to ensure that the new control did not impact any client login pages, regardless if a standard or custom view was implemented. However, given the number of permutations there may be for a custom login page, it will be important to verify that your login page appears as expected on the morning of March 6th.

To test that the new control has not impacted your custom login, go to the login page for your site and attempt to enter an invalid username/password combination. You should be presented with the “I’m not a robot” checkbox. When this checkbox appears, assure that your custom layout or design displays appropriately.

If you have any questions or see issues with your login view after the change, please contact Application Support at applicationsupport@imodules.com or call 913-685-5242.

The 59.4 Encompass release contains a large number of changes related to iModules' ongoing initiative to provide a constituent experience that is compliant with WCAG 2.0 Level AA guidelines, and more accessible in general. These changes will be particularly beneficial to the following audiences:

Below you will find all web accessibility changes in 59.4 by module or component.

ENC-30271 PNG images that do not have a background are no longer erroneously given a black background after upload to image manager.

ENC-5727 HTML tags present in Membership campaign name does not show up in the name of its membership role name or display text.

ENC-28071 Restores visibility to schedule management pop up.

Finding constituent and non-member records is faster and easier with improved member search. Results return faster and present matching records as you type. Administrators can search by the iModules primary key (Member ID) in addition to the previously available Constituent ID, Email Address and Member Name.

The 59.3 Encompass release contains a large number of changes related to iModules' ongoing initiative to provide a constituent experience that is compliant with WCAG 2.0 Level AA guidelines. These changes will be particularly beneficial to the following audiences:

Below you will find all web accessibility changes in 59.3 by module or component.