Encompass - 2026.4 Release Notes
August, 2026
U.S. - 3 August, Monday evening | Canada - 4 August, Monday evening | Australia - 4 August, Tuesday morning
Release Highlights & Benefits
Enhancement: Admins can now select an Encompass member when sending a preview email. The sent preview uses data from the selected member’s record to populate supported tokenized content, giving admins a more realistic example of how personalized information will appear to recipients. This helps admins confirm that variable content is pulling the expected values before sending the final email, reducing the risk of missing or incorrect personalization. The on-screen email preview does not change. The selected member’s data appears in the preview email that is sent.
Accessibility: This release continues our ongoing work to improve accessibility. These improvements apply only to the specific Encompass pages, sections, and controls identified such as Giving Form Gift Amount Controls, Giving Form Fund Search and Transaction Summary, Giving Form Section Headings, Membership Form Section Headings, Membership Form Personal Information Fields, Event Registration Form Structure and Input Purpose, Form Payment Controls and Credit-Card Help, Form Review Page Headings and Email Lists & Segments Delete Dialog.
Bug fixes: Encompass Forms, Email Marketing, Scoreboards and Event Registration.
Enhancement Spotlight: Enhanced Email Preview Experience for Encompass Administrators
This enhancement helps admins verify that dynamic content is pulling the correct values before sending the final email, reducing the risk of missing or incorrect personalization. The on-screen email preview remains unchanged; only the sent preview email reflects the selected member’s data. Admins can select an Encompass member when sending a preview email. The preview email uses data from the selected member’s record to populate supported personalization tokens, providing a more accurate representation of how the email will appear to recipients.
Marketing teams can test campaign emails using real member-based personalization before sending, helping ensure messaging appears as intended.
Admins can verify that tokenized content is pulling the correct values during the review process, reducing the risk of errors.
Support and Service teams gain better visibility into personalized content, making it easier to troubleshoot email personalization issues.
Constituents benefit by receiving emails that have been more thoroughly reviewed and validated, resulting in a more accurate and polished communication experience.
Accessibility Improvements
This release continues our ongoing work to improve accessibility. These improvements apply only to the specific Encompass pages, sections, and controls identified below.
Giving Form Gift Amount Controls
Giving Form Fund Search and Transaction Summary
Giving Form Section Headings
Membership Form Section Headings
Membership Form Personal Information Fields
Event Registration Form Structure and Input Purpose
Form Payment Controls and Credit-Card Help
Form Review Page Headings
Email Lists & Segments Delete Dialog
Giving Form Gift Amount Controls
Adds Left and Right Arrow navigation to the Choose a Gift Amount radio-button group. Addresses WCAG 2.1 SC 2.1.1 (Keyboard).
Giving Form Fund Search and Transaction Summary
Improves labels for payment occurrence controls, announces updated search results to screen readers, and ensures the Transaction Summary is recognized as a data table. Addresses WCAG 2.1 SC 1.3.1 (Info and Relationships), 4.1.2 (Name, Role, Value), and 4.1.3 (Status Messages).
Giving Form Section Headings
Adds meaningful heading structure to the Gift, Designations, Scheduled Payments, and Perpetual Giving sections. Addresses WCAG 2.1 SC 1.3.1 (Info and Relationships) and 2.4.6 (Headings and Labels).
Membership Form Section Headings
Adds meaningful heading structure to the Membership Form, Membership Levels, Billing Information, and Credit Card Information sections. Addresses WCAG 2.1 SC 1.3.1 (Info and Relationships) and 2.4.6 (Headings and Labels).
Membership Form Personal Information Fields
Provides browsers and assistive technologies with clearer information about the purpose of personal information fields, improving autofill support. Addresses WCAG 2.1 SC 1.3.5 (Identify Input Purpose).
Event Registration Form Structure and Input Purpose
Improves page markup, identifies the event title as a heading, and provides clearer input-purpose information for the name-tag field. Addresses WCAG 2.1 SC 1.3.1 (Info and Relationships), 1.3.5 (Identify Input Purpose), and 4.1.1 (Parsing).
Form Payment Controls and Credit-Card Help
Provides clearer descriptions for the credit-card security-code help link and distinguishes between the payment-frequency date and frequency controls for screen-reader users. Addresses WCAG 2.1 SC 2.4.4 (Link Purpose), 2.5.3 (Label in Name), and 3.3.2 (Labels or Instructions).
Form Review Page Headings
Identifies the Billing Information and Credit Card Information sections as headings so screen-reader users can understand and navigate the review page more effectively. Addresses WCAG 2.1 SC 1.3.1 (Info and Relationships).
Email Lists & Segments Delete Dialog
Adds an accessible label to the Delete button and improves how the confirmation dialog is presented to assistive technologies. Addresses WCAG 2.1 SC 4.1.2 (Name, Role, Value). This correction is also identified in the Bug fixes section so clients can reference its bug number.
Resolution
Functional Area | Reference | Description |
|---|---|---|
Encompass Forms | 283430 | Fixes an accessibility issue where a required checkbox group was not identified correctly for assistive technologies. The required status is now applied to the complete checkbox group so screen readers can announce that a selection is required. |
Email Marketing | 289686 | Fixes an issue where opening link-level reporting from a segmented email campaign could remain on a loading indicator without displaying results. Link activity reports now load as expected so admins can review engagement with individual links. |
Scoreboards | 526698 | Fixes an issue where a leaderboard module continued to display after its configured Display To date and time had passed. Leaderboard modules now stop displaying when the configured end time is reached. |
Event Registration | 528409 | Fixes an issue where the Event Reconciliation with Adjustments report did not consistently apply the reporting time zone configured in Site Administration. The configured time zone is now used so registrations appear under the correct reporting date. |
Release Details
Schedule: The release is targeted for August 3, 2026.
Approval: The contents of this release have been approved by the Product and Engineering teams.