A new conditional substitution {if: expired} lets you insert a message to people whose membership renewal is overdue, for example, to remind them. Read More…
Organisation rôles
You can now set as many or as few organisation rôle names and email addresses as you like in organisation settings → organisation details. Each has a named rôle of your choice, such as secretary, treasurer, membership or generic. Read More…
Substitutions for contributions
New substitutions (to insert content into a template when merging) provide (a) various permutations of subscriptions and donations over a year, and (b) number of years of membership Read More…
Substitutions from captions
In addition to the Substitutions menu, you can now insert substitutions into templates by clicking on captions in member and contact records. Read More…
Add to calendar links
A new substitution “{tickets: add to calendar …}” in combination with a new form type ‘calendar’ lets you offer add to calendar links in your emails for event bookings. These can be included with e-tickets, booking receipts or in later mailshots related to the event. Read More…
Email availability for multi-person memberships
Two new features are available to help target email effectively: (a) a miscellaneous search for multi-person (household) current memberships which can select those with email addresses for everyone, for just some of them, or no one, and (b) a conditional substitution {if: missing email} with which you can insert text in your template when any individual is missing an email address. Read More…
New ‘if’ template substitutions
There are several new template substitutions available: {if: [not] mailing list name …}, {if: status new}, {if: status current} and {if: status old} 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…