Relationships
Deactivate and delete organizations
Easily deactivate organizations you no longer need to see every day, but retain their history and easily reactivate them as needed.
- Released!
- Dec 26,2023
Relationships
Create and assign multiple, custom Person Types to people
Got a member who fits into multiple categories? How about a former member who is joining your staff?
With this release, you'll be able to assign multiple Person Types to an individual or even change their overarching Persona!
- Released
- Jan 12,2024
Legislative Tracking
Clearly show Maryland bills sponsored by the Governor / Administration
Historically, it's been difficult in Engagifii to distinguish between a bill sponsored by a person vs. one sponsored by that person on behalf of the Governor or a committee. But we've figured it out!
- Released!
- Jan 16,2024
Events
Modify Event Registrations
So Bob can't make it to the conference, but Jill can? No problem. Quickly modify registrations to add to, take away from, or otherwise modify event registrations in no time.
Invoicing and refunds are automatically handled!
- Released!
- Jan 28,2022
Legislative Tracking
See Previous Introductions of a Bill (Maryland)
Some bills come back over and over. Instead of starting from scratch every year, easily see when there are versions of this bill from prior sessions so that you have access to your old positions and analyses.
Maryland Only at this time
- Released!
- Jan 28,2022
Events
Event Guest Registrations
Event participants often bring spouses and special guests along. But you need to account for them in the registrations, logistics, meal-planning, etc.
So, we're releasing a new guest-registration experience for your member admins to use while registering members.
- Released!
- Feb 4,2022
Relationships
Interactions on People and Organizations
Add "Interactions" to people and organizations, referencing all the people and organizations who played a part in a given meeting or conversation. Then see those interactions across all of them.
- Released!
- Feb 15,2022
Relationships
Enhancements to People Exporter
Based on your feedback, we've reimagined and begun replacing the tools for exporting people with a new, simpler solution
- Released!
- Feb 22,2024
Events
Generate Event Name Badges
Events are all about networking. Badges are an integral part of the experience.
With this release, you'll be able to quickly generate badges in PDF or MS Word format in for your whole roster in moments right onto your choice of six Avery templates. You can even choose which fields you want to place in various spots around the badge!
- Released!
- Mar 12,2022
Revenue
Batch Payment Processing
Using payment batches, your Finance and Revenue Admins can now breeze through stacks of checks in way less time by processing a stack of checks against invoices in one smooth workflow.
- Released!
- Mar 2,2022
Relationships
Create Interactions from BCC'd emails
Stop copy/pasting emails as Interactions. Just use your custom BCC email address to automatically insert that email as an interaction on the person and their org within Engagifii
- Released!
- Mar 12,2022
Relationships
Election Terms
If your members are elected or appointed to terms, then you probably spend a lot of time trying to track down who served in a particular seat two elections ago, updating and communicating about public office turnover, etc.
Our new Terms functionality will allow you to easily keep elected and appointed officials organized!
- In Dev
Legislative Tracking
Copy Bill Analysis to Related Bills
You analyzed a legislative bill. But oh there's a crossfile! Well, my feelings about the crossfile are probably the exact same.
With this release, you'll be able to easily copy an analysis from a bill to any of its related bills, saving you time and making the information easier to get to from multiple places.
- In Dev
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Member Portal | Wordpress
All New Member Portal
Want members to update their records, get their training info, and register for events without having yet another password?
Embed Engagifii fields and registration workflows into your Wordpress site with our new Member Portal!
- In Dev
Accreditation
Improvements to the Class List
Your feedback has been that members seeing all classes has been a bit overkill and confusing.
So, we're making upgrades so that only upcoming classes will show by default, with a button to expose past classes as required.
- In Dev
Communications
Mailchimp Integration
We released a list-syncing service last year for Constant Contact that allows you to automatically synchronize your contacts into lists on an ongoing basis.
Well, Mailchimp users have spoken and we're doing the same for that platform. Gone are the days of exporting and importing lists to keep them aligned!
- In Dev
Relationships
Enhancements to deactivating and deleting people
Enhancements coming to the People delete a and deactivate functionality, based on the recently released organizational tools.
Easily deactivate people you no longer need to see every day, but retain their history and easily reactivate them as needed.
- 2024