As of September 2023, we released a new user experience, designed to make it easier to use and navigate Chimpegration. The main objective was to provide users with all the tools to better manage processes and improve the understanding of the flow of your information between Raiser's Edge and Mailchimp.
***UPDATE - 22 September 2023***
Insights
Following the release on the 18 September, we have now also added a new 'Insights' section. This new feature will provide you with some analytics to better understand your use of Chimpegration.
At present, it allows you to view successful and non-successful units on a monthly or yearly basis in a graphical form. This graph can help you in identifying trends or issues and can aid in understanding future spends.
'Insights' can be found on the sidebar between the Template Manager and the Settings Icon and is represented by a Bar Graph Icon
We will seek to expand this new section over the coming year and we welcome any thoughts or opinions on what future Insights should include.
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New Dashboard
The first thing you'll notice is we have overhauled the dashboard with a new Overview screen. Where as before, we presented cards of processes that had been processed or were currently in progress, this new Overview screen presents cards in a different way. We now present cards through four different categories: Processes in Progress, Upcoming Scheduled Processes, Recently Completed Processes and Recent Realtime updates. These categories now make it easier to understand which processes are running, what processes have been completed, what scheduled processes are running and upcoming, and what Realtime processes are active.
This also means that we have now done away with the 'Recent Activities' feature that records activities (such as a process was created) as the feature is now incorporated into the Overview screen's relevant sections.
Renamed Processes Import From Mailchimp and Export to Mailchimp
We have renamed two of our more confusing Process names and provided these processes with new icons to make it much easier to understand the flow/direction of information. Now we have the 'Raiser's Edge Data Update' process (symbolised with the three stacked cylinder icon). It should be much clearer to understand that the process will update data held within Raiser's Edge.
Likewise, we have the 'Mailchimp Data Update' process (symbolised with the Mailchimp 'Chimp' logo). It should be much clearer to understand that the process will update data held within Mailchimp.
New Sidebar
The sidebar menu on the left-hand side of the screen has been streamlined to ensure all your necessary tools are together in one area. This also includes two new filter options to help you just look at 'Completed Processes' (a check box) or ' Realtime Updates' (a lightning bolt).
As already mentioned, 'Recent Activities' has been removed as an option in the sidebar. This is because all process activity will now appear in the relevant sections on the 'Overview' screen
Template Manager
More changes have been applied to Template Manager. Templates are now organised by process type (Scheduled, Realtime and Adhoc) and you can now see who last edited the process. Scheduled and Realtime process can be deactivated/activated and edited from the Template Manager. Adhoc process can now be edited and rerun if necessary.
You still have the option to delete any template.
By default, only active templates are presented, but you now have the option to show deactivated templates as well.
If there are any issues with a template because the user associated with the template has now left your organisation, this will be highlighted in Template Manager
Billing
We have also refined the 'Billing' area, making it easier to manage Credit Card details and view your Billing History.