All MatrixMaxx implementations are now running the very latest version: 14.1. The centerpiece of this release is the integration with the 3rd party MailChimp list service.
- Integrate a particular list in MatrixMaxx with a particular list with the popular 3rd party list service MailChimp. Update the MailChimp list with one click to reflect additions/removals from MatrixMaxx.
- MailingMaxx’s built-in list service via MailMan is still available; this upgrade simply offers a new option with advanced reporting and HTML template capacities.
- Note that any MailChimp fees are separate and in addition to MatrixMaxx
- Read the full MatrixMaxx/MailChimp Support Center Article for more details on how to get started.
Other new features in this release include:
- Intranet Interface: Continuing the upgrading begun in 13.4, the Committee View page and the generic Organization Staff page are now responsive.
- Contact Management: In addition to adding, editing, and reordering attributes of many organization and individual demographic fields, there is a “Delete” function available for demographics if the value/attribute is not in use.
- Membership: Staff now have access to two new generic email templates: ‘Send Balance Due Email‘ and ‘Send Payment Received Email.’ Available on the application view page, for both organization and individual membership applications, these new functions are in the EMAILS section, directly below the pre-existing ‘Send Confirmation Email‘ link and stamp the message to Communications for the contact individual and organization (if applicable)
- Membership: Several reports upgraded/enhanced, including Dues Payment Report by Payment Date and Membership Type and Application/Renewal Comparison Report, by Year and Dues Summary Report
- Meetings: Linked from the Registration Summary and Rosters/Exports/Reports sections, the new ‘Unsubmitted Registrations’ report allows staff to see at registrations in progress but not yet submitted from the WWW side. This is a particularly useful feature for those using group registration, as these bundles could be in progress for multiple days.
- Meetings: A new ‘WWW Fees Currently Available’ quick-link in the Meeting Fee(s) section of the intranet meeting view page allows staff to quickly assess if fees are currently available on the WWW side for all members and nonmembers.
- Meetings: The badge on/off switch has been upgraded to a full webinar upgrade that allows staff to tag a meeting as in-person vs. a webinar, remove badges and location references all at one time, and explicitly search for webinars.
- Tasks: Create a reminder ‘tickler’ email for any task. Specify the number of days before the due date that you wish it to send, add CC’s, and it’s ready. Each morning (around 3am Eastern), the database will send out these reminder emails, which will also get stamped into the communications records of the receivers.
- Communications: Intranet-side individual ‘Mailing List Subscriptions’ page upgraded and enhanced.
- Commerce Products: New ‘Product Summary by Date Range and Membership Type’ report that provides a breakdown of product sales within given date range by membership type.
- Finance: The organization-level report ‘List of ALL Invoices’ was enhanced/tweaked for the new interface.
- Finance: The cross-module Payment Reconciliation report has been enhanced/upgraded.
- Finance: The city/state of an organization are now listed on the Batch Report Detail page, appearing just after the organization’s name.
- Business Intelligence: New organization-level Financial Trend Summary Report that pulls total revenue (represented by actual payments) across all modules by year for the most recent five years. It allows staff to create and categorize the various components by reporting types to quickly see trends across the years.
- Business Intelligence: The Engagement Calculator now includes Sponsorship, Communications, and Commerce in addition to Meetings, Membership, Lists, and Committees.
Every MatrixMaxx implementation receives a quarterly upgrade as part of your recurring monthly licensing. These new versions are always based on feedback from users like you, so keep it coming!
Want to see the new features in action? Don’t forget to join us for our Free Overview Session!
- Date: Wed. March 5, 2014
- Time: 11am-Noon Eastern Time
- Place: WebEx
RSVP by sending an email to admin@matrixgroup.net.
We hope you can attend the overview session. If not, we’ll post the link to the recording on your MyMatrixMaxx “Announcements” dashboard.