New features and updates for July are here! Check out these awesome new features that we have added from the awesome suggestions you have been making to help improve Spark!
🔥 Week 4 Updates 🔥
New Option to Include Staff/Employees on the Current Ranks & Current Stripes Reports
You will now be able to find an option to include staff member contact types on your Current Ranks & Current Stripes reports. This can be very helpful in cases where you have employees that train in your location and are still earning ranks but need to be set under the 'Staff/Employee' contact type. When you navigate to either of those reports, you will be able to find a checkbox at the top of the page titled: 'Include Staff' which when selected will add all of your staff members earning ranks on the list.
Mass Add Stripe and Remove From Rank Style Options on the Current Stripes Report
With the inclusion of these new options you will be able to quickly and easily add stripes to multiple contact's ranks at the same time or remove multiple contacts from a rank system at once. In order to reveal the mass actions drop down on the report, you will need to select both a rank and rank system from the drop downs at the top of the page, once you do so, you will be able to find the mass actions box like in the image below:
Notifications Field for Checkout Page Purchases
We have added a new field on the checkout page settings which will allow you to choose which email address(s) you want your checkout page purchase notifications to be sent to. This can be helpful for event type checkout pages that are going to be handled by a specific staff. You will also be able to add multiple emails on the text field, you will just need to make sure they are separated by commas.
Bug Fixes/Adjustments:
Fixed an issue with not being able to add a follow up date to a note added from the Lead & Trial Maximizer.
Fixed an issue with the Push Notification Campaign not sending messages to the correct amount of contacts.
Fixed an issue with multiple email notifications being sent to the owner when a contact updates their card on file or signs their digital agreement.
Fixed an issue with memberships that have not started yet being included in the Net Billing Stat.
Fixed an issue with EFT payment methods by included on the drop down when selecting the autoCharge CC option on the membership details page.
Fixed an issue with membership expiration dates being off by a day on the EOD report emails.
Fixed an issue with checkout item tags being added to each participant's profile even when they didn't purchase a particular.
Fixed an issue with the order that same day action steps are displayed in the sequence.
Fixed an issue with not being able to delete tags which contained quotation marks.
Fixed an issue with the {LOCATION-ADDRESS} merge tag not working on the digital agreement signed notification emails.
Re-added the delete options for membership templates and staff logins for staff memberships that have permissions to delete those items.
Adjusted the online scheduler page's contact name placeholder text so match the participant label.Added extra text on the MIA Maximizer to show when a student has a membership set as on hold and the date at which the membership will be removed from the hold as well.
Added the ability to view contacts that are not assigned to a contact group on the All contacts report.
🔥 Week 3 Updates 🔥
Option to Enable/Disable the Verify Identity Pop Up on Online Schedulers
With this new setting you will be able to choose if you want the 'Verify Identity' pop up to appear when a contact is redirected to an online scheduler from a Spark form or if when they open the link to an online scheduler from an email or sms message sent to them from Spark. You will be able to find this option by navigating to your left side menu, Calendar>Calendar Settings, clicking on the 'Settings' tab at the top of the page, and scrolling down the page until you find the field as shown below:
Bug Fixes/Adjustments:
Fixed an issue on the Lead & Trial Maximizer with the prospect count not updating when filtering by a specific entered date range.
Fixed an issue with the Marketing Source block on forms/surveys not requiring contacts to select an option from the dropdown despite the field having been made required.
Fixed an issue with email templates not being able to be assigned to groups that contain an apostrophe 's' in the title.
Fixed an issue on the Current Ranks report with former/inactive members being included on the CSV file that can be generated on the report.
Adjusted the email editor to not allow bad hyperlinks from being sent through Spark.
Adjusted the Task dashboard widget and report to not allow staff to view other staff member's overdue tasks.
Adjusted the Online Scheduler and Checkout Pages to not display the Matching Contacts pop up box unless the contact types in at least two pieces of matching information on the form.
Added 5 more 'initials' merge tags on the Membership Agreement Template editor field so you will be able to have up to 20 initial fields on a single agreement.
🔥 Week 2 Updates 🔥
Bug Fixes/Adjustments:
Fixed an issue with editing membership template payment options on the templates screen causing the page to glitch.
Fixed an issue with automations based on a date not firing the action steps until 3 hours after the intended time for GMT locations.
Fixed an issue with the formatting for emails sent through Spark not working properly on mobile devices.
Fixed an issue with the 'Actions' tab for automations not displaying all of the options for the last automation in a group.
Fixed an issue with the Email Campaign displaying a 'No Contacts Selected' error when filtering by a tag.
Fixed an issue with manually imported leads not automatically being added to the Lead & Trial Maximizer.
Fixed an issue with not being able to add new contacts from the Lead & Trial Maximizer page.
Added a 'Contact Entered' date filter on the Lead & Trial Maximizer report.
Added the Class Credits Remaining report under the Reports tab on the left side menu.
🔥 Week 1 Updates 🔥
Include Students Not Earning Ranks Option on Current Ranks Report
With this new option you will be able to include contacts who are set as no longer earning ranks in a rank system on your Current Ranks report so you could much more easily keep track of which contacts have been on a rank system in the past and/or may have aged up to a new rank system. You will be able to find this new option by navigating to your left side menu, Ranks>Report: Current Ranks.
New DOB Column on the Duplicate Contacts Report
With the addition of this new column you will be able to much more easily distinguish which contacts are actual duplicates and which ones may be different contacts entirely so instead of just relying on the name and email address of a contact you could now also look at the DOB to ensure you are merging the proper profiles together. You will be able to find this new column by navigating to your left side menu, Reports>Duplicate Contacts.
Bug Fixes/Adjustments:
Fixed an issue with the Push Notification Campaign 'Step 2' field not properly filtering the contact list by the selected criteria.
Fixed an issue with the Email Campaign not properly filtering by Inactive Students when that filter is selected.
Fixed an issue with the Cancelled Memberships report not properly filtering by quit category.
Fixed an issue with course tags not being brought over alongside University Course content when copying a course.
Fixed an issue with duplicate payment receipt emails being sent to contacts who have the same email address listed on their profile multiple times.
Fixed an issue with students listed as additional contacts on a family membership being listed as having past due payments on the Scan Barcode page.
Fixed an issue with the 'Last Test Date' field appearing when adding a new rank on a contact's profile.
Adjusted the Marketing Source block on forms/surveys to not have any default value/option preselected.