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2025 Release Notes

January 2025 - 5.12

This release deployed on January 17, 2025 at 3pm ET.

Notable Updates

Security Center

A new area of Engaging Networks where a Super Admin can monitor and manage security and compliance. There are various reports that can be used to adhere to regulatory compliance and security best practices. Read more about the Security Center here.

Segments

NEW FEATURE: Segments permissions  

This release we are introducing new Segments Permissions functionality, empowering administrators to manage user access to Segments. This update allows admins to define and control which users or groups can create, edit, or manage Segments, providing enhanced flexibility and security for segment-based workflows. These permissions can be configured directly in the admin panel, ensuring streamlined and efficient access management.

Please note: 

  • There is no VIEW permission for Segments. All users will be able to view all Segments.

  • After the release, Admins and Superadmins will have full access by default. You may need to go in and adjust the permissions for Users. 

The following permissions will be available:  

  • Create: user can create a Segment under My Segments. 

  • Modify: user can edit a Segment under My Segments and Predefined segments.

  • Duplicate: user can duplicate a Segment in My Segments. 

  • Delete: user can delete a Segment. 

  • Organize: user can manage Segments using folders ( create folders, edit folders, move items to folders).

For more information on how Permissions work, click here.

Improvements

Marketing Tools

In this release, we have continued to optimize your email marketing efforts by adding more options for content editing and improvements to the overall user experience. 

  • Enhanced WYSIWYG Editor Features in Marketing Tools broadcasts:  We have added support for subscript, superscript and strikethrough text.

  • Special characters now supported in Marketing Tools broadcasts: We have added an insert button for special characters like em dash, copyright, registered trademark and others in the Marketing Tools wysiwyg editor.

  • Marketing Tools broadcasts - back button to return to broadcasts list: We’ve added a new Back Button in the Marketing Tools, allowing you to seamlessly navigate back to the list screen and return directly to the folder you were previously in. This feature enhances your workflow by making navigation quicker and more intuitive.

  • Marketing Tools - foldering improvements: We have made updates to improve the folder management experience:

    • When you use the search tool inside a folder, it will now search exclusively within that folder instead of across all folders, making it easier to find relevant content quickly.

    • Alphabetical Sorting: The list of folders is now sorted alphabetically, helping you locate and organize your folders more efficiently.

  • Marketing Tools broadcasts - update to Sample Blocks: CTA buttons in selected sample blocks (Feature panel, Story with image to left, Story with image to right) are now optional and can be removed using additional block settings. 

  • clickDomain in ‘‘shortened url’ for keywords: An improvement was made to handle Short URLs in Keywords better.  Keyword URLs will now use short URL domain settings available on Twilio Extension edit page.

Page Builder

  • Increased Autoresponder Limit to 13:  The autoresponder limit has been increased to 13 to allow for more flexibility in the customization of autoresponder messages.

Data & Reporting

  • Improved handling of origin source and origin source category in bulk import API and dashboard import: Origin source and origin source category were previously required when importing supporter data via Dashboard or Bulk Api Import. This validation has been removed to allow import of supporters without those values present.

Security

  • Update en_session_id to be set to HttpOnly / Secure only: As a security improvement, en_session_id cookie is now set to HttpOnly and Secure, ensuring it is only transmitted over secure HTTPS connections.

Accessibility

  • To help with accessibility, particularly with screen readers and validation errors returned on page submit, the ARIA attribute role="alert" will be dynamically added to the error list container when errors are present. For more information on this addition, click here.

Peer-to-Peer (Beta)

If you are interested in checking out the new peer-to-peer tool, please reach out to your Account Success Manager.

  • [UPDATE: An issue was found so this feature has been delayed until we can push a hotfix or the next release] Improved Profile Management for Fundraisers: Fundraisers can now update their profile information directly from the Fundraiser Dashboard. Administrators have the flexibility to customize which fields are visible and tailor them based on participant types.

  • Support for URL Parameter Capture in P2P Registration Flow: The registration process now supports capturing and storing URL parameters over URLs. Similar to the functionality in Page Builder, parameters such as UTM codes and external references can be passed during registration and carried over to the donation page, providing tracking throughout the user journey. Fields supported include:

    • Origin Source (en_og_source)  

    • Tracking Parameter (ea.tracking.id)  

    • Appeal Code (supporter.appealCode)  

    • External References 1–10 (e.g., utm_source, utm_medium, utm_campaign, etc.)

    • URL parameters would be stored in registration and then available for downstream processes like checkout tracking.

  • Preview Links in 'Site Pages' Now Respect Site URL Settings: The Preview links for Donation and Checkout pages in the 'Site Pages' list will now use the base URL defined in the Site Settings.

  • Site Progress Bar: Now Includes Site Donations: The P2P site progress bar has been updated to include general site-direct donations in addition to the existing contributions from fundraisers, teams, and individual fundraiser pages.

  • Organizations management handling:  Improved how donors can move around 'organization hierarchies' at the site level. For example, a parent company with child companies. As a person viewing a fundraiser on the child company, they can now easily click to the parent, then back to other child companies etc.

  • Improved Organization Page Display: Hidden 'Our Affiliates' Tab When Not Applicable: The 'Our Affiliates' tab on an Organization's page will now only be displayed if the Organization has at least one associated child entity. If no child entities are present, the tab will no longer be rendered, providing a cleaner user experience.

  • Preview icon added to Organization pages: Administrators can now preview Organization pages directly from the Organization Tile using a new magnifying glass icon.

  • 'Page Builder' checkout and donation page leverages the site's base URL on render: In a peer-to-peer site, the administrator can now set the base URL that will be the primary one used in the site and the associated checkout and donation pages. This will override the base URL set in the associated donation pages. 

  • Individual/Team page update transactions status change: For consistency, TPPU and IPPU transaction’s ‘Campaign Status’ column now reflect the fundraisers page status of "Active" and “Blocked”, like it does in the dashboard and reports downloads.

Visit the Peer-to-Peer release notes page for a full list of improvements made  to the new P2P tool.

Bug Fixes

Marketing Tools

  • Broadcast MMS correctly attach image when Send Time Optimization is used: Resolved an issue where multimedia SMS (MMS) messages sent using Send Time Optimization were not including the intended media content.

  • List-Unsubscribe Headers Added for Send Time Optimisation Emails. An issue was fixed where broadcast emails sent with Send Time Optimisation did not include List-Unsubscribe headers. This ensures recipients can easily unsubscribe using the standard List-Unsubscribe or 'One-Click' functionality, improving compliance

Segments

  • When duplicating or creating a new segment inside a folder, the new segment was saved to the home folder. This has been fixed. The new segment will now be saved to the folder the original item was in.

  • An error was displayed when conditional content used a deleted segment. This has been resolved.

Donation pages

  • Symbolic Giving refunds: There was an issue refunding transactions if an additional donation was added on Symbolic Giving pages. This has been resolved.

  • Clear address data: Addressed an issue when “clear address fields when blank data is submitted by a supporter on a page” option was enabled, but didn’t work on single pages.

Peer-to-Peer (Beta)

  • P2P Organisation site page - team participant count: Resolved an issue where the team participant count displayed incorrectly as "0 Fundraisers" on the organization site page, despite the team having active members.

  • Link replacements in automated messages: We’ve updated the system to support the standard format for external URLs in P2P Marketing Automation emails. This ensures that links, including those wrapping images, render correctly when using the ‘Blocks’ feature.

  • Coaching Emails: 'Coaching emails' now properly display the currency symbol when conditional functionality is used.

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