Manual work. Disconnected systems. Burdensome administrative tasks. Your staff should be focused on your mission, not the backend work required to make it possible.
Your team is capable. Your software is holding them back. This quarter, Momentive is optimizing your operations with advancements designed to move your team forward and leave administrative hurdles behind.
Automations that multiply efficiency
Removing the hurdles from administrative work is our goal. You’re looking for solutions that multiply your team’s impact, and we’re making products that enable it.
Our latest releases focus on helping your team do more by:
- Reducing administrative work: Automation shifts administrative burdens away from staff by turning member portals into self-service hubs. This enables members to join, renew, and track involvement independently, speeding up processes and reducing manual input.
- Configure the platform for you: Modernize the everyday staff interface with configurable dashboards, unified themes, and single sign-on so that your software works for you.
What’s New: By Enhancement
1. Streamlined Experience and Onboarding
NimbleAMS: Personal Snapshot Feature
The Personal Snapshot feature transforms the member portal into a true self-service hub, giving members a centralized view of profiles, affiliations, and membership status, along with customizable renewal paths.
NetForum AMS: New Dues Calculation Framework
A new dues calculation framework for trade organizations gives your association greater flexibility to structure membership and revenue models using dynamic, tier-based pricing driven by organizational data.
GiveSmart: Organization as Donor and Purchaser Beta
The beta launch of Organization as Donor and Purchaser across GiveSmart Events and GiveSmart Fundraise lets your donors indicate whether they are giving as an individual or on behalf of an organization. This information automatically flows through receipts, statements, confirmation pages, donor recognition displays, ticketing, and reporting.
MemberClicks Professional: Purchase Order Tracking
Purchase order tracking is now included in exports, reducing manual work and minimizing errors for teams managing multiple responsibilities.
PathLMS: Learning Paths Index Page and Auto-Generated Video Transcripts
Boost learner engagement and slash administrative overhead. The Learning Paths index page features an intuitive, visual card layout that makes exploring educational tracks effortless.
Plus, video transcripts can now be auto-generated and edited in multiple languages, expanding localization options to expand learning programs to every audience and language. Finally, learners and admins can upload multiple attachments during assignment submissions and reviews, while admins can bulk-delete all archived content in a single action to eliminate manual work.
2. Staff Interface and Workflow Modernization
Careers Powered by Momentive (Formerly YM Careers): Refreshed Admin Home Page
A refreshed admin home page introduces dismissible news and announcements with confirmation prompts to keep your workspace tidy. The updated admin header features a refreshed layout with a dedicated section for financial details, and a collapsible announcements feed so your team can jump straight to action items.
GiveSmart: Payment Processing Upgrades and MomentiveIQ App Launcher
Two updates modernize daily tasks with multiple workflow improvements for your organization. First, payment processing upgrades automatically cancel recurring donations after three consecutive monthly payment failures, saving your team time through automated admin notifications. Second, the MomentiveIQ App Launcher lets your team switch between authorized products without logging back in. From easing the hassle of failed recurring donations to creating a seamless experience without the hassle of logging into individual products.
MemberClicks Professional: Improvements to Invoices, Credits Memos, Discounts, and Refunds
Edit, open, and reuse invoices and credit memos. Plus, users benefit from increased invoice clarity, clearer discount visibility, and built-in refund tracking, giving teams more flexibility.
NetForum AMS: Refreshed Interface and Customizable Workspace
Experience a refreshed interface with configurable module home pages that allow your staff to customize their workspace to the tools, data, and records they use most.
Path LMS: Refreshed Layout and Side Navigation
Refine your daily workspace layout. Opt into a refreshed side navigation and cleaner layout that makes key administration tabs quicker to access via a toggle under general settings.
VolunteerMatters: Volunteer Reviews and Project-Level Approvals
Ensure volunteers are reviewed before participating in sensitive roles with project-level approvals that reduce organizational risk and streamline onboarding.
3. Integrations and Data Connectivity
Nimble AMS: New Template Viewer
The new Template Viewer brings existing Nimble Create templates directly into the member portal, allowing your team to surface personalized, context-aware content without duplicating effort or rebuilding assets.
4. Learning, Certification, and Events
Nimble AMS: Expanded Event Registration Capabilities
Expanded event registration capabilities support complex configurations, allowing your staff to easily manage guests, sessions, and bundled offerings without custom development.
Path LMS: New Automations and User Metadata
Certificate expiration and content resets are now fully configurable with automated notifications, while prior completions remain preserved in the learner transcript for a clean audit trail. Additionally, a new User Metadata model introduces a centralized Field Manager to handle custom user fields, with full reporting and CSV bulk import/export support.
