Contact categories: improved ‘welcome’ and ‘search more’

To make it easier to limit welcome messages to those contacts that require them, and to search only some kinds of contact, contact types are each now placed in one of four categories: supporter, stakeholder, customer or representative. This replaces three separate settings for contact types: ‘Representative’ tick box, ‘Exclude search’ tick box and ‘Bookings’ Read More…

“Questions” – a new form type for questionnaires, petitions and consultations.

A new form type, “questions”, joins the stable of Cameo forms. This provides general data acquisition for things like questionnaires and petitions, or anywhere you want to collect structured responses to a set of questions connected to a respondent. Accompanying the form is a new section, “questionnaire and petition responses”, in “member info”. You can see the responses to your form in various ways there, including on bar charts, pie charts and maps. The form identifies a list to collect together the responses and uses custom fields for your questions. A new custom field lets you ask them to pinpoint a location on a map. Read More…

Further integration with GoCardless for direct debit management

More information is now available within Cameo when using GoCardless as direct debits service provider: • Membership records have a new field “Direct Debit amount” which records the amount of the regular payment by Direct Debit. • GoCardless’ Customer Identifier is automatically stored in the membership Bank Reference field. • A new section “direct debit information” on the Membership Info menu retrieves GoCardless records for the selected membership, which presents much the same information as GoCardless’ dashboard, along with two buttons:
• “update amount”, which replaces the membership record’s direct debit amount field with that held by GoCardless, and •
“update GC email”, which updates GoCardless record of the customer’s email address.
• A new substitution {show: direct debit amount} includes the value in the direct debit amount field during template merging. Read More…

Member rate tickets and multiple discounts for event bookings

Tickets for events can now be offered at a reduced rate for current members. To book, they have to use an email address of a member and cannot purchase more tickets than the number of individuals in their membership. You can also now select more than one special rate, so it is possible to have, for example, a member rate which is only available until a certain date. Read More…

Subscribe to receive email notifications about reminder message tags directly from a message

You can now subscribe to message tags (that is, receive email for messages added with those tags), and unsubscribe from them, by clicking a tag, in the reminder message itself in the Reminder Messages section on the Library menu, and when preparing a new reminder message in the Add Reminder section, as well as in your profile. Reminder messages now show already subscribed tags in green. A list of your currently subscribed tags (or exceptions) is also now shown at the top of the Reminder Messages section. Read More…

Template editor: tinymce version 5

Tinymce is the rich text editor used by Cameo, for editing templates and some form text. Tinymce version 5 has been available for a while now; it will be phased in to Cameo over the next few weeks. The update includes a new substitution selection box. In the first instance, version 5 is experimental. You can turn version 5 on at the end of the Profile section: exercising the new version would be very helpful. At some point, I will reverse this: everyone will get version 5 but you can revert back to version 4 if you run into problems. Once confident it is all working, in a few weeks or months version 4 will be removed completely. Read More…