Summer 2013 Release Review
Presented by Mark Werner
Director of Product Management
913.888.0772 | imodules.com
August Release
Mobile
• Additional field enhancements for mobile forms
Email Marketing
• Ability to pass tokens on links
Reporting
• Commerce Instance ID included in all transaction
reports
September Release
Events
• Registration with Donation
• Export enhancements
Admin Interface
• Logout notification
• Content editor auto save
Online Giving
• Designation search
• Designation and Matching Gift UI enhancements
Identity Checkpoint performance enhancements
Events Registration with Donation
Ability to bring the main Donation category into the Event registration
flow
Inherits the configuration of the Donation campaign
• Admin can only choose to disable campaign options in the Event – does not
change the Campaign
User enters billing info once, two transactions sent separately for Event
and Donation portions
Confirmation page and email break down events and donation portions
separately and have new custom tokens
Provides separate form exports for the event and the donation campaign
Supports separate merchant account configurations for events and
campaigns
Can only by used with commerce-based registration events, not with
RSVP only
Not available for use with hosted page payment gateways
Events Export Enhancements
Completely new system with more intuitive flow and
greater ease of use
More powerful options for getting specific exports
Removed confusing export options and added new options
that will retrieve data for
• Specific activities
• Specific categories
New option to not include billing information
All current scheduling options remain for both email
notification or SFTP
Admin Logout Notification
All administrative tools will be set to consistent and
have a 2 hour admin session
Modal pops up 10 minutes before end of admin session
prompting for password to continue session
Supports iModules and LDAP authentication only
Does not support iModules Connect (Facebook, etc), or
the CAS, SAML or Shibboleth systems.
Content Editor Auto Save
Editor content will be saved whenever the regular
admin user flow is not completed
• Timeouts, closed windows, crashes, etc.
• Specific to each admin
Message will be displayed saying unsaved content was
found with option to recover
Recovered content will be pulled into content editor for
you to complete the content creation 
Online Giving Enhancements
Redesigned look and feel of Designations modal popup
Single text search option provided to quickly find
designations
Designations UI in window and page redesigned for
mobile support
HEP Matching Gift window redesigned for mobile
Identity Checkpoint Performance
Commerce-based transactions will be placed into the
Identity Checkpoint (ICP) grid immediately
Admin approves merges on a one-by-one basis, the nonmember account will be merged immediately
•
•
Process is too data intensive at this point to allow
merges to be done on multiple accounts at once
All commerce-based transactions are supported –
Events, Donations, Memberships and Commerce Forms
September Release Additional Items
• View full site option in Mobile Ready Template Designs
• Support email address in admin Find Member Record;
and add “Email is Valid” value to results
• Removal of the system generated IE8 meta tag
• Additional performance enhancements
Thank you!
Mark Werner
[email protected]
linkedin/in/wernermark
913.888.0772 | imodules.com