Our 21.2 MatrixMaxx release rolled out the evening of Tuesday, June 29, 2021. Please take a few minutes to review these patch notes, as all notable changes are documented here.
You can find the recording of the July 1st Overview session here.
Major Generic Enhancements
MeetingMaxx Embedded Streaming Video Support (Overview Video Timestamp 3:55)
Last quarter, in MatrixMaxx 21.1, we unveiled support for embedded streaming video sales in the Commerce Product Store. Now, we are extending this capability to the ‘MyMeetings’ functionality in the Meeting module. (internal reference MAXX-3612)
- As with Commerce, your first step is to identify a streaming service/provider where you can host your video(s) and set them to only serve embedded on certain other sites. (Vimeo is an example of one such low-cost provider)
- You then take the embed code from your streaming service and add it to a new section in the MyMeetings setup in your meeting.
- The video(s) are then available to any user based on your MyMeetings permission definitions.
MeetingMaxx Visualizations: Ability to Save! (Overview Video Timestamp 13:39)
Staff with MeetingMaxx access could already create ad-hoc visualizations of registration data, per meeting, in MeetingMaxx. However, it was a somewhat time-consuming process to set the criteria and run the visualization. Now we have created the ability to save these reports and more easily access them (internal reference MAXX-3614)
- On the Intranet meeting view page, there is a new accordion section: Visual Reports/Exports
- From here, you may set the criteria for a new visualization and save it for future 1-click reference
- The saved visualization is available for all staff with MeetingMaxx access, so we recommend giving it a clear name that will precisely describe what you have created.
Commerce Bill Search Upgrades
Multiple clients are heavily utilizing the Billing module, for a variety of custom purposes, so we have added or enhanced several features in this module.
- Results now paginate at 500 rather than 100
- In addition to searching for a Bill by the ‘Billing Item Name’ you may now search by the per-invoice ‘Bill Line Description’. For example, an invoice may be connected to the “Lab Support” Billing Item but for a particular invoice you may have given it the Bill Line Description of “Lab Support: Summer 2020 HQ Lab” so you may now find this Bill by a search for any piece of that description/string including ‘Summer 2020’ or ‘HQ Lab’ or the entire “Lab Support: Summer 2020 HQ Lab” (internal reference MAXX-3627)
- Bulk Print Invoice is now available, just as it is in Membership and Meetings (internal reference MAXX-3611)
- For clients with the Invoice PDF-on-the-fly and Bulk Mailing upgrades, Bulk Email is now available from the Billing Module. (If you do not have these upgrades, and are interested, please contact Matrix) (internal reference MAXX-3611)
Advocacy/Mapping
Clients with both of these upgrades — Advocacy and Mapping — may now click to display a congressional boundary map on their Intranet-generated maps (see more info in the available/paid upgrade section, below)
Other Enhancements and Changes
Contacts: Merge Individual now shows the individual’s company in the display (Internal Reference Maxx-3618)
Commerce Product Store: We made additional tweaks to the Confirmation emails and confirmation page, to better represent the various product versions available in the store. (Internal Reference Maxx-3617)
CRM: Leads Search: Adjusted Leads Export so that values are ‘human-readable text’ rather than database ID. (Internal Reference 126684)
Reports: Business Intelligence Committee engagement reports have been tweaked to be easier to read the totals and column headings. (Internal Reference Maxx-3626)
Reports: Upgraded the underlying structure of the Organization Participation Reports (Internal Reference Maxx-3615) and the addition of a ‘venue’ field in meetings that allows the Registration section of the Participation report to be striated by venue.
and last but not least …
We’ve added some new, beautiful Summer Images to the MatrixMaxx Intranet Login page and we’ve Updated the Animal Cams available on the MyMatrixMaxx Dashboard widget! Note that you may need to refresh or re-select widgets for them to update their stream source. (Internal Reference MAXX-3311)
Security, Privacy and Integrations
In addition to the upgrades noticeable in the interface, there are other things that have been changed ‘under the hood’ or are in the process of changing, including …
BETA! Integration with Campaign Monitor (Overview Video Timestamp TBD)
- To give you more options for integrated email marketing platforms, we are pleased to announce this new BETA integration! With features and pricing similar to MailChimp, we believe it will be a nice alternative for some of you.
- As with MailChimp, we are able to make a basic integration ‘free’ with the MatrixMaxx AMS. However, if you want us to send additional/custom fields to CM, then there will be a small fee for us to make these additions for your implementation.
- We already have one client actively experimenting with the integration. If you wish to try out the integration in this first ‘beta’ quarter, please contact us so that we may work together on final integration rules and documentation! In September 2021, as part of the 21.3 release, we will review the final rules and best practices.
Integration UPGRADE with BeSpeake Virtual Meeting Platform (Overview Video Timestamp TBD)
- Integration upgraded to now include Session registration in addition to Meeting Registration. e.g., If you are selling access to a particular Session, this list/roster will be pulled back into BeSpeake and only these attendees will have access to this session.
Available Paid add-ons/Upgrades
Sometimes we develop new features that require implementation/configuration for the clients who want to utilize them …
Advocacy + Mapping = Congressional District Visualizations! (Overview Video Timestamp TBD)
- Several of our clients who have both Advocacy and Mapping have been pursuing custom WWW side Congressional District Member Maps.
- These maps highlight member influence and are visually interesting; if your organization may be interesting in this functionality, please let us know!
- For this 21.2 release, clients with these 2 upgrades/modules will be able to layer congressional districts onto their maps
- Also, we are going to be incorporating more of this technology onto the Intranet side of MatrixMaxx in September 2021 in 21.3, for clients with Advocacy and Mapping. If you have one but not the other of these modules, it may be a very nominal fee to upgrade you; and for others it is easy to implement these 2 modules … please let Matrix know if you are interested.