On the Dashboard Reporting pages, added the Update Data button to allow users to pull fresh data onto the pages based on their needs. Also, added the Date and Time field next to the Update Data button, which displays the date and time of the updated data when users click the Update Data button.

When loading a page, the system sometimes displayed a blank screen making the users unsure about the system loading the data. To keep the users informed about the system's activity, added a progress/status indicator, which is displayed until the page is opened.

The following table shows the main and drill down pages where the progress/status indicator is added.

Implemented Stripe's API calls for the connected accounts feature. Now, there is no need for the system to use 'refresh tokens' during every transaction, the API key is used only when the account is first connected, which increases the capacity for a higher rate of transactions.

This enhancement has been made for the primary gateway, secondary gateway, and all form types.

When donor roll data was imported using a .csv file, the data was not reflecting in real time. To view the data, the admins had to manually clear the cache using the Diagnostics menu, or re-login after importing the data. Also, when a donor roll data file is uploaded in one system, the updated data was not reflecting in a different system having the same donor roll module until the cache is cleared manually in the first system.

Updated the system to automatically clear cache when the submit button is pressed to import the data.

In the Create Payment Gateway Account form, the instruction incorrectly stated adding the prefix "key_" to the password.

Updated the instruction:

Old

Updated

When loading a page, the system sometimes displayed a blank screen making the users unsure about the system loading the data. To keep the users informed about the system's activity, added a progress/status indicator, which is displayed until the page is opened.

The following table shows the main and drill down pages where the progress/status indicator is added.

Implemented Stripe's API calls for the connected accounts feature. Now, there is no need for the system to use 'refresh tokens' during every transaction, the API key is used only when the account is first connected, which increases the capacity for a higher rate of transactions.

This enhancement has been made for the primary gateway, secondary gateway, and all form types.

When donor roll data was imported using a .csv file, the data was not reflecting in real time. To view the data, the admins had to manually clear the cache using the Diagnostics menu, or re-login after importing the data. Also, when a donor roll data file is uploaded in one system, the updated data was not reflecting in a different system having the same donor roll module until the cache is cleared manually in the first system.

Updated the system to automatically clear cache when the submit button is pressed to import the data.

In the Create Payment Gateway Account form, the instruction incorrectly stated adding the prefix "key_" to the password.

Updated the instruction:

Old

Updated

During converting the general email campaigns to segmented campaigns, when a user selects the Convert to Segmented Campaign option, and then, on the Campaign Details form, clicks the Cancel button, a general campaign was still converting to a segmented campaign with an undefined name. The Cancel button in the Global Campaign Details form was not performing the cancelation.

To confirm if a user wants to continue converting the campaign after the Convert to Segmented Campaign option is selected and to ensure that the required campaign name information is entered, a modal is added before the Global Campaign Details form opens. The modal contains the Campaign Name required field, Close button, and Save button. When a user enters a campaign name and clicks Save, the campaign converts to the segmented campaign. When a user clicks Close, the converting is canceled and the user is returned to the Create Email Campaigns page.

Note: The Save button is clickable only when the segmented campaign name is entered and the entered number of characters is not more than 100.

Prioritized segmented campaigns were not getting released according to the set priority and to the intended audience. The option to schedule multiple future dates for each version of a prioritized segmented campaign was creating conflicts between the dates scheduled and the set priority.

Streamlined the process by restricting the future date of release to a single selection and setting the priority for each prioritized version according to the scheduled date.

Users can create the required number of versions for the segmented campaign, schedule the date for each version, and then arrange the versions, earliest on the top, based on the priority of each version. Please note in the following image the dates are scheduled according to the highest to the lowest priority:

A validation message populates if the scheduled date is earlier for the lower priority version or later for the higher priority version as shown in the following image:

Note: This change is not applicable to the General and A/B Campaigns.

On the Create Email Campaign page, users can now sort records in ascending or descending order by clicking an arrow on a column header of the History tab. The arrow pointing upwards indicates ascending order and the arrow pointing downwards indicates descending order.

Note: If there are special characters or numbers in the text columns, they precede the alphabet (in ascending order).

The order of sorting is developed based on the associated value of each column. The text columns are sorted alphabetically, the column values having counts are sorted based on the lowest or highest counts, and the date columns are sorted based on the latest or earliest date.

Added the default second level sorting functionality for all the tabs in the Email Home page. When any of the columns other than the Email name column is used for sorting, in ascending or descending order, the email names are sorted by default in ascending order with respect to the sorted column. This enhances user experience in browsing the sort results.

Example:

In the following table the data is sorted by the Type column. Note that the email names are displayed in ascending order with respect to the each type.

Added a feature to save an email as a new email template. On the Email Home page, users can click the Gear menu and select the option Save as New Template. A dialogue box populates where they can enter the name of the template and click Save. If the users don't want to save the new template the users can click Cancel.

Note: The campaigns that have no content and if the campaigns are of HTML type the Save as New Template option is not available.

To ensure easy navigation across large number of pages added a text box to the pagination bar. Now, the users can enter the page number they wish to reach in the Jump To Page text box. This feature is available for all the report pages.

Streamlined the email reporting metrics based on the analysis and customer feedback. Made the following changes:

This option enables the users to export the recipient records of the messages that have been sent and moved to History. The exported file contains the following columns:

To access the option, click the Gear menu in the History tab.

On the Create Email Campaign page, users can now sort records in ascending or descending order by clicking an arrow on a column header of the Draft and Queued tabs. The arrow pointing upwards indicates ascending order and the arrow pointing downwards indicates descending order.

Note: If there are special characters or numbers in the text columns, they precede the alphabet (in ascending order).

The order of sorting is developed based on the associated value of each column. The text columns are sorted alphabetically, the column values having counts are sorted based on the lowest or highest counts, and the date columns are sorted based on the latest or earliest date.

Columns Name and Type

Adapted the Moneris payment gateway upgrade from Moneris Direct Post Configuration to Moneris API Integration. Moneris support recommended this feature for more convenient and secure transactions.

After the users obtain the required credentials from Moneris, the transactions are processed through the autogenerated API key in their Moneris accounts. To set up the gateway on Encompass, the users are required to enter the Store ID and the API key on the Create a Payment Gateway window.

On the Email Reporting Home page, the Open by Device Donut legend was overlapping.

Updated the chart title and positioned the legend on the top-right of the chart.

We have added a new feature in this release where the admin can set up Donor Roll based on a group of designations. This will help the admin determine who has donated to a specific Designation (or group of designations/collection).

When creating a Donor Roll, you will get an option to select Designation from Filter Data Based On section under the Source tab. Selecting Designation will show Available Designation(s). Use the arrow buttons to move Designation(s) from the left to the right box. Only those in the right box are in use.

We have added a new feature in this release where the admin can set up Donor Roll based on Custom Data Point. The Custom Data Point can help you create more unique Donor Rolls. You can use the Custom Data Point to collect the data, which can help create different Donor Rolls.

When creating a Donor Roll, you will get an option to select Custom Data Point from Filter Data Based On section under the Source tab. Selecting Custom Data Point will show another field Custom Field from where you need to select the Data Point . Use the arrow buttons to move Available Field Value(s) from the left to the right box. Only those in the right box are in use.

We have added two new columns in this release, Created By and Created Date, in the History grid.

After a user creates a General/Segmented/AB Testing Campaign, the user's name who has created the campaign with the campaign created date and time will be populated.

Note: The Created By column will show a blank value for the historical campaign as Encompass did not store any value for the past record prior to Jan 17th 2022 (63.8.0) release.

We have added a new feature in this release where the admin can set up Donor Roll based on a group of designations. This will help the admin determine who has donated to a specific Designation (or group of designations/collection).

When creating a Donor Roll, you will get an option to select Designation from Filter Data Based On section under the Source tab. Selecting Designation will show Available Designation(s). Use the arrow buttons to move Designation(s) from the left to the right box. Only those in the right box are in use.

The Designation Donation logic helps you identify the donation amount raised for a specific Designation across all the Initiatives. When donors make any donations to a Designation-based Challenge, the donated amount reflects in all the Challenges when the Challenges has the same Designations, the Start Date, Start Time, and the End Date and End Time range and with matching Time Zone. Refer to Creating Challenges to know more.

This Affiliation Donation logic helps you identify the donation amount raised for a specific Affiliation across all the Initiatives. When donors make any donations to an Affiliation-based Challenge, the donated amount reflects in all the Challenges when the Challenges has the same Affiliation, the Start Date, Start Time, and the End Date and End Time range and with matching Time Zone.

This Affiliation logic does not depend on the Initiative's Start Date and Start Time or End Date and End Time. When you have different Affiliation selected in Different Challenges, but the Affiliation value is similar to the Date and Time range with other Challenges, the amount gets reflected in all the Challenges that meet these criteria. If any requirements do not match, the Donated amount will get updated only on that specific Challenge and the Initiative Card.

In this release, we are introducing Create from Template button under Scoreboard > Configure Module for all the Maps. Now you can save a template and reuse it. Refer to Scoreboard Maps to know more.

When you try to save the Map Template with a duplicate name, Encompass will not accept and throws up an error.

We have added two new options in this release, Keep Existing Settings and Update from Template radio button under Leaderboard > Configure Control > Attributes. When creating a New Leaderboard, keep the Keep Existing Settings radio button selected and continue the process. In the final step under the Style tab, you can find one additional button enabled for you, Save As Template. If you wish to save the Leaderboard settings and properties you have defined while creating the Leaderboard, you can click Save As Template. This keeps the Template, and you can use this Template in the future when you create another Leaderboard.

Next time you create a New Leaderboard, you can select the Update fromExisting radio button. This brings all the settings and properties of the earlier saved Template.

When you try to save the Leaderboard Template with a duplicate name, Encompass will not accept and throws up an error.

We have added two new options in this release, Keep Existing Settings and Update from Template radio button under Donor Roll > Configure Control > Attributes. When creating a New Donor Roll, keep the Keep Existing Settings radio button selected and continue the process. In the final step under the Style tab, you can find one additional button enabled for you, Save As Template. If you wish to save the Donor Roll settings and properties you have defined while creating the Donor Roll, you can click Save As Template. This keeps the Template, and you can use this Template in the future when you create another Donor Roll.

Next time you create a New Donor Roll, you can select Update fromExisting radio button. This brings all the settings and properties of the earlier saved Template.

When you try to save the Donor Roll Template with a duplicate name, Encompass will not accept and throws up an error.

We have added two new options in this release, Keep Existing Settings and Update from Template radio button under Affiliation > Configure Control > Attributes. When creating a New Affiliation, keep the Keep Existing Settings radio button selected and continue the process. In the final step under the Style tab, you can find one additional button enabled for you, Save As Template. If you wish to save the Affiliation settings and properties you have defined while creating the Donor Roll, you can click Save As Template. This keeps the Template, and you can use this Template in the future when you create another Affiliation.

Next time you create a New Affiliation module, you can select Update fromExisting radio button. This brings all the settings and properties of the earlier saved Template.

When you try to save the Affiliation Template with a duplicate name, Encompass will not accept and throws up an error.

Now you can delete multiple Designations at once. To delete multiple Designations, click the Delete under More Options; all selected designations with $0 attached will get deleted.

When deleting, if one or more Designations have $ amount attached, a warning message gets displayed to disable the Designations with $ value. You can choose to Disable the active Designations. This disables the active Designations and deletes the Designations with $0 attached. Chose Cancel to cancel the deletion event.

Now you have the options to Enable/Disable multiple Designations by selecting the check box next to the Designations. Selecting multiple Designations gives you additional options under the More Actions drop-down.

Now you can filter and show Active/Inactive Designations from the Designations grid.

We have added two new columns in this release, Created By and Created Date , in the Drafts and Queued grid.

After a user creates a General/Segmented/AB Testing Campaign, the user's name who has created the campaign with the campaign created date and time will be populated.

Note: The Created By column will show a blank value for the existing campaign as Encompass did not store any value for the past records.