help

Add GoDaddy Delegate Access

Thu, 16 Apr 2026 15:32:27 GMT

If your domain is registered at GoDaddy and you do not feel comfortable making DNS changes yourself, you can delegate access to us and we can make the change for you.

Here's how to do that:

Log into your GoDaddy account and click on your name (or initials) in the top-right corner.
Choose Account Settings from the dropdown.

3. When the Account Settings open, look for "Delegate Access". The exact spot where it appears may vary based on what type of GoDaddy account you have.

You may be prompted to enter a code as a 2 factor authentication protection.

4. On the side that says "People who can access my account", click Invite to Access.

5. Create the invitation with the name and email provided to you by our JourneyCARE team.

Set the access level to Domains Only.

When all of the required fields are filled in, the Invite button will be clickable.

Once you've completed this step, the team member you've invited will receive an invitation and can make the necessary changes for your set-up.

Import your Contacts

Sat, 16 Aug 2025 14:21:42 GMT

TRANSCRIPT:

It's easy to import contacts into JourneyCARE. In this video, I'll walk you through exactly how it's done.

A few quick things to know before you start.

First, your file must be in CSV format and must be under 30 megabytes in size.
If it's larger, you'll need to split it into separate files.
Also, all of your data needs to be on just one sheet or tab
And you should have just one contact per row.

You'll also want to consider whether your spreadsheet contains any new fields that don't already exist in your database.

If you do have new fields, go ahead and create those fields in JourneyCARE before you try to import, click on settings at the bottom of the left navigation. Then when you're on the settings page, choose custom fields. Custom fields are covered in another video, so I won't go into detail on how to create those here.

After you get any new custom fields created, go back to the contacts page and we can start the import. Click the icon at the top of the list view that looks like an inbox with the arrow going down.

Make sure that the contacts option is selected for the type of import you want to do. Then click next to continue. In the middle of the screen, you'll see a small cloud icon. Click there.

To initiate the upload, you'll select the CSV file from your computer. Note that when you're trying to find the file on your computer, you will only see CSV files because that is the only type that will upload. So if your file isn't being displayed, double check that it is in the correct format.

Immediately below the upload set what you're wanting to do with the file. By default JourneyCARE matches on contact id, email address, and phone number. So if any of these items are in your CSV file, the system is able to update an existing record or determine that a new one needs to be created. This helps you avoid creating duplicate records.

Click next to continue on on the screen that appears, you'll be shown all of the columns that appear in your CSV and you can match those to the fields in your database. Simply click each dropdown and choose where you want the data to go.

If you want to ignore any columns on your spreadsheet, simply do not match that column to a field. Be sure to click the small box at the bottom that says to ignore data in unmatched columns. Then click next.

On the final screen that appears, you will confirm that your columns are matched correctly. There are also options at the top of the page where you can choose to automatically apply a tag to the imported contacts, run a specific automation for the imported contacts, or create a saved smart list for the imported contacts.

If any of these options are applicable, just check the box and then choose what you want from the related dropdown.

If everything looks good, click the compliance box at the bottom of the screen that indicates that these contacts have agreed to hear from you. Then the start bulk import button at the bottom right will be clickable.

Your import should begin in just a few moments. If you have any trouble, let us know. Here at the help desk, we're always happy to assist.

Adding Contact Details to an Email

Thu, 14 Aug 2025 18:08:06 GMT

TRANSCRIPT:

Often when sending an email, we want to add details from the contacts record into the message in the email composer. You can use placeholder variables where you'd like to insert these fields.

Start in the email where you want to add the details.

In this example, we're updating an internal notification that is sent via email. This example is a plain text message, but you follow the same process even if you're using a pretty email template.

Click on the email in the spot where you want to insert the field. Then click the icon that looks like a tag.

A dropdown list of things that you can insert will appear.

If it's a field from the contact's record that you'd like to use, click on contact. All of the available fields will show.

Note that you can type the field that you're looking for into the search button at the top to quickly find it.

Click on the one that you want to select it. That will automatically insert the placeholder variable into the email.

Be sure to click save on the email panel and also save at the top of the workflow.

If you have any trouble, drop us a line and our help desk team will be happy to assist.

Changing Columns on a Smart List

Thu, 14 Aug 2025 18:02:28 GMT

TRANSCRIPT:

By default, there are certain columns that always show when you create a smart list in JourneyCARE, but these can be changed.

Get started by clicking into the contacts area. Then click on the smart list you want to change.

In this example, we're going to add the full address field to show on our members Smart list, so we will click on the list labeled members.

Next, click columns. A panel will appear that shows every field in your database in alphabetical order. A blue check indicates that the field is showing as a column. Simply uncheck any boxes that you don't need as columns and check the ones that you do want to show.

The change is made right away and you should see the columns you've selected.

If you just needed to see this information temporarily, there's nothing else you need to do. The columns will go back to the original settings when you leave this page.

However, if you want to save these columns so that the smart list always shows the information you've selected, click on more filters at the top right to pop out the panel that shows the smart list details.

There is a save button at the bottom of the panel. Click that and your new column selections will be permanent.

If you run into any trouble with your column selections, don't hesitate to drop us a line at the help desk. We're here to help.

Limiting Inventory for What You Sell

Wed, 06 Aug 2025 18:19:39 GMT

TRANSCRIPT:

If you have quantity limitations for an event or other product, you may wish to use the inventory feature in JourneyCARE to prevent overselling. To do this, start by clicking payments in the left navigation column. Then hover over products in the top navigation and choose products from the dropdown.

For a product that you've already created, simply find it in the list. In this example, we'll choose the particle counters workshop. Next, scroll down to the pricing section. Click on the existing price. In this case, the price is labeled the same as the product name, but in your product, the price may be labeled something different.

Note that there is a checkbox on that next screen that says Track inventory. Checking that box will make another field appear where you will put in the exact quantity you wish to make available.

IMPORTANT: Note that this is only going to track sales going forward. It won't count sales that already occurred in the past. So if you only have 30 seats available in a training, but five people already signed up, set your quantity available to 25.

Be sure to hit save at the bottom after you've put in the quantity. Once you've done that, this product will show as sold out on forms or in e-commerce once the limit has been reached.

If you want to set the quantity available on a brand new product that doesn't exist yet, click the button above the product list to create product.

You'll need to enter the product name. Then scroll down to enter the amount directly below where you enter the price. You'll see a checkbox for track inventory. Check that box. Put your desired quantity limit into the field. Click save on the product, and you'll be all set.

If you have any questions about setting up products or quantity limits, be sure to reach out. Our help desk team is here to help.

Adding & Editing Form Fields

Tue, 05 Aug 2025 14:17:13 GMT

TRANSCRIPT:

In JourneyCARE, you can create unlimited forms and the results are stored directly in the contacts record, so there's no need to use a different tool and then juggle data in between. You'll find the form builder by clicking on standard site options in the left navigation. Then choose forms from the options at the top.

To edit an existing form, simply choose the one that you want to open and click on it. When you are looking at a form, you'll design the form in the center panel. The items on the left are things that you can drag over onto the form, the panel on the right, show settings for the different things in the form, in the form elements panel on the left.

Note that any field from your database is available to you, and you can also create new fields, standard fields that are in every journey, care account. Like name, email, phone, organization, et cetera, are on the quick add tab. Other fields that are custom to your account will be on the custom fields tab.

One mistake that we see a lot of new form users make is that they'll see that fields can be created from the quick add tab, and they immediately start creating new fields from scratch without considering whether fields already exist in their database. If a field already exists, don't create a new one.

Instead, click over to the custom fields tab, find the existing field there, and add that to your form. Let's look more closely at a field on the form. When you click on a field in the form, the panel on the right contains settings for that field. Label is what the field says above it. You can change this to say whatever you'd like.

So in this example, instead of the field saying email, you could change the label to say primary email address, or what is your best email Placeholder is an instructional note that appears inside the field entry area. It allows you to give extra guidance to the person filling out the form, like giving them an example of what you're looking for or the specific format of what they should type.

The placeholder is replaced by whatever they type, so once they've made their entry, they'd no longer see what you had there. If you do want someone to continue seeing an instructional note after they type, then it's best to use the next option. A short label, short labels appear immediately underneath the field.

Don't do anything with the query key that is used by the underlying system and for an existing form. That specific query key may already be used behind the scenes in an automation or for some other system purpose that you wouldn't want to disrupt. As a best practice, keep your field name short and sweet.

You can change the label to something longer if you wish, or you can use the customized text element to add a longer text component to hold more detail. I will cover your options for styling your form, and also for sending the forms out in different videos. But while we are here, let me just briefly say that there is one other thing that you always want to check on a form that you've newly created or cloned from someplace else.

You'll want to look at what happens after the form is submit. To do that, click where it says Settings in the center panel that will reveal a panel where you can choose what happens after someone submits your form. You have three options. You can just show a message. You can send them a different website page, like a thank you page, or if the form has a payment that was made, you can show them a confirmation receipt.

You'll only see this third option if your form involves a payment. Forms do not auto save as you go along, so don't forget to hit that save button at the top right periodically as you work. As always, if you run into any trouble as you're constructing or editing your form, don't hesitate to reach out to the help desk.

We are here to assist.

Export your Contacts

Thu, 24 Jul 2025 11:48:13 GMT

TRANSCRIPT:

It's easy to export contacts from Journey Care whenever you wish. An export will provide you with a CSV file, which is a common format used by software platforms and can be opened in Excel. You'll want to get started in the contacts list view. Be sure you are on the all tabs so that you are picking up all of your contacts without any filtering.

Click columns to view all of the possible data that you can export. Check the boxes for any columns you wish to export. In this example, we'll check the box for 2021. Session choices. A checked box means you want to include that field in the export. If you do not check the box, the field will not be included in the export.

Continue checking boxes for any fields you want to include. If you want to export all contact fields, check all of the boxes down the list. Next, check the box that appears above the list of contacts to select all ae. Note that only the first 20 contacts are selected. If you have more than 20 contacts, there will be an option to select all Click the export icon above the list S box will pop up confirming that you are exporting a set of contacts.

Click the button that says Export Contacts. After you click this button, an export file will be immediately downloaded. If you run into any trouble with your export, let us know. Our team is here to help.

How to Create and Save a Smart List

Tue, 22 Jul 2025 10:54:53 GMT

TRANSCRIPT:

Smart lists are a great way to save segments of your database for easy access. Each list is dynamic, so whenever you look at one, you'll see the people from the database who meet the specific filters used by that smart list. To get started with a smart list, be sure you are on the all tab so that you are filtering from the full range of all contacts.

Then click more filters in the right hand column. Filters are how you are going to narrow down who specifically you'd like to have on this list. Search for the first filter you'd like to use. Every field in your database is available to use as a filter. You'll also find lots of other criteria that can be helpful.

As you begin typing in the filter that you're looking for, you'll start seeing options appear. For this example, let's filter on state to try to find all contacts that are in the state of New York. Type in the criteria you want. In this case, we'll type NY for New York. Then click apply to apply the filter.

If you want to apply a second filter, you'll choose to connect them by and or by or if you choose. And keep in mind that both filters must be true in order for the contact to be selected. If you choose, or the contact will show if either of the filters are true. In this case, I use the two digit abbreviation for the state in my first filter, but I also wanna pick up people who have the state spelled out as New York.

So I'm going to choose dot Orient. I will simply repeat the process of adding the state filter. This time I'll input New York all spelled out, and then I will click apply to add this second filter when I'm satisfied that I've found everyone, I'll click Save as Smart List at the bottom of the panel. Give the Smart list a recognizable name and click save.

Once you've done this, your smart list will be available to use. Sometimes filters can be a little tricky to figure out at first. So if you're having any trouble, just reach out. Our help desk team will be happy to assist.

Add a Contact to an Existing Smart List

Mon, 21 Jul 2025 12:10:42 GMT

TRANSCRIPT:

Smart lists can be used in so many ways in your journey Care account. If you have an existing list, you may be wondering, how do I get someone else onto this list? This is actually quite easy to do because a smart list is always picking up the current people in the database who meet the specified criteria.

So to put someone new on the list, you simply have to make sure that they meet the criteria. For example, if you have a smart list of board members that is created by having the tag board, all you would have to do to add someone new to the list is to add the board tag to their contact record. If you want to remove someone from the list, simply remove the board tag.

Here is another example. In this case, there are three filters that must be met. For someone to appear on the list, their address cannot be empty. They must be tagged either active 2024 or active 2025, and they cannot be tagged deceased. If any of those criteria are not true, the person won't appear on the smart list.

If someone is not included on a smart list and you think they should be, then you need to look at the specific criteria that your list is filtering for and check the contact to make sure that they have what is required. Sometimes it can just a small thing that is off, but if the person doesn't meet the filtered criteria, they won't be on the list.

I hope that quick explanation is helpful. If you need more help creating a smart list or troubleshooting why someone doesn't appear, just reach out. Our help team is happy to assist.

Creating One-Time Login Links

Mon, 23 Jun 2025 22:11:20 GMT

TRANSCRIPT:

Magic links are temporary links that you create as an administrator to get someone into their account. These are typically used in situations where someone is having login difficulty or if you need to log in as a member to do troubleshooting, simply click on portal and groups in the left navigation and you'll be taken to the portal dashboard.

Once you are there, you'll see generate magic link in the action section, click the button that says Generate.

On the box that opens search for the person who needs the magic link. You will only find people who actually have access to something in the portal. So if you don't find the person you are looking for, go back to their contact record and make sure that they have been granted access to something. If you do find the person, just click on them to select them, and then click the generate button.

The link that is created is time sensitive. Send that link to the person who needs login assistance. If you are using the link yourself to do troubleshooting, be sure to use it in an incognito or private window so that the system won't recognize you as the administrator. If someone does not use the magic link before it expires, they will see a message to that effect when they try to use it.

The system will attempt to walk them through a process where they create their own login link.

Payments

Thu, 19 Jun 2025 21:36:16 GMT

Create Products to Sell

Selling with a Form

Selling with a Simple Payment Link

Selling with an Invoice

Send Attachment with Invoice

Create an Invoice Payment Plan

Download a PDF of an Invoice

Processing a Refund

Delegating Access to Stripe

Pass on Credit Card Processing Fees

Wed, 18 Jun 2025 11:53:52 GMT

You now have the option to pass on credit card processing charges, or other miscellaneous fees, to the person making the payment.

With just a quick setting, you can ensure your association isn't absorbing extra costs.

To take advantage of this new capability, go to your Payment Settings and look for the section for Miscellaneous Fees. Turn it on, set your percentage, choose a label (like “Processing Fee”), and decide exactly where you want that fee to show up. Just check the boxes and you're good to go!

The fee is automatically calculated based on the transaction amount and shows up as a separate line item during checkout, so everything stays transparent for your members and supporters.

A couple of things to keep in mind:

This applies to new transactions only. Nothing changes on invoices that have already been sent out or payment plans that are already in place.

Also, it is very important to know that the rules around credit card processing fees are different in different states and local jurisdictions. So know what rules impact you based on your organization's location or where your customer transactions occur.

In the future, we're planning to expand this capability to more areas like Ecommerce and mobile point-of-sale. Plus, we plan to allow you to set different fees by channel and provider, so watch for future updates on that.

Text Messaging

joy@joyofmembership.com (Joy Duling) — Fri, 13 Jun 2025 00:48:29 GMT

Help article coming Soon

Task Management

Fri, 13 Jun 2025 00:46:50 GMT

Help article coming Soon

Member App - Kollab

Fri, 13 Jun 2025 00:43:57 GMT

Help article coming Soon

Integration-Options

Fri, 13 Jun 2025 00:41:51 GMT

Help article coming Soon

Donations

Fri, 13 Jun 2025 00:36:50 GMT

Help article coming Soon

Directories

Fri, 13 Jun 2025 00:33:12 GMT

Help article coming Soon

Contracts Overview

Fri, 13 Jun 2025 00:30:39 GMT

TRANSCRIPTION:

Hey there, JayCee here from the JourneyCARE team. Let's talk about some powerful functionality that's included in your account, which can save your organization time, while also upleveling your administrative processes. The documents and contract feature isn't something that is normally set up with an initial journey care migration, so the feature is a bit of a hidden gem.

You can use it to create things like speaker agreements, exhibitor contracts, sponsorship commitments, program participation agreements, and more. This feature goes beyond having just a regular form with a signature element, and it's intended for those situations when you need something a bit more formal, especially for those times when there's invoicing or a payment scheduled that is associated.

The signable documents you create in Journey Care are completely customizable. You can include any details of the arrangement in a clear structured way, and then the people who need to sign can do so electronically right from their computer. Everyone instantly gets a copy of the sign document without any additional action needed.

This is a sharp contrast to what is usually necessary when someone needs to download a file, physically sign it with an ink pen, and then scan the signed version to ultimately email it back. What Journey Care provides is more convenient for you and many less steps for the person who has to sign. To get started on creating your contract, go to the payments area in the left navigation, and then contracts in the top navigation.

Click the blue new button at the top right. The new document will open as a completely blank canvas. Click the plus sign icon at the top left to see elements that you can add. Drag items over onto the canvas. Once you get an item onto the document, you can click on it and a panel opens on the right side for you to modify its properties.

So for example, with an image element, you can choose the image set, its alignment, choose what size it should be and what amount of space there should be around it. If you need multiple pages, click the plus sign at the bottom of a page to add another blank one. To add any required payments to the agreement, you will use the product list element.

Drag it onto the canvas, then click Add an item to choose each thing that should be included on the agreement. Click the payment settings icon to choose exactly how the payments need to be made. Direct payment means that someone is taken to the payment page immediately after signing. Enable sending invoice means that they will receive an invoice via email immediately after signing.

Enable auto payment means that. There are multiple payments involved in this agreement. Those will be automatically billed to the credit card that is used when the first payment is made. When all of the content of your agreement is ready, you'll add signature fields. Just drag the signature element onto the canvas where you'd like the signatures to appear.

Note that you can include multiple signers as needed. In the right panel. You can add which signers should appear in each spot. If you want to add specific signers to this agreement, you can add them by clicking the recipient's icon at the top left. However, if you're going to be using this contract as more of a template for multiple signing situations, you don't have to specify the signers.

If your contract is ready to go, you'll have a few options. You can click the three little dots near the save and send buttons to convert it to a template. You can add an expiration date if there is a deadline by which someone needs to sign, or you can download a PDF to preview. You can also simply click send and the contract will be sent to the signers if your contract is intended to be the same.

For everyone who is going to sign, convert it first to a template and that will reveal a new option to publish. Publishing the template provides a link which you can give to anyone who needs to sign. I'll leave you with just one final note on contracts. Before sending out your first contracts, be sure to visit the settings area to customize the email notifications so that they have your organization's preferred look and feel instead of using the default emails.

As always, if you have any questions as you're working through setting up your contract, just reach out. Our team is here to help.

Design a Certificate

Thu, 12 Jun 2025 20:23:30 GMT

Click here for a Canva Template

In the Courses & Groups area, you can now create Certificates.

You can build basic certificates directly in the editor using the elements in the left column... add text fields and then fill those text fields with variables which will auto-fill for each certificate recipient.

For certificates that are more ornate, we recommend building the Certificate in Canva... simply leave blank space where you want the text to go... and then upload the Canva image as the "background" of the Certificate and simply place the text on top of that.

Canva offers lots of certificate templates, but here is one you can feel free to modify and make your own: Click here for a Canva template

The size in Canva needs to be 750 px x 600 px. That will fit the background image of the JourneyCARE certificate perfectly.

Workflows Overview

Thu, 12 Jun 2025 19:49:11 GMT

A workflow is how we create automations in JourneyCARE.

Any workflow is comprised of 2 pieces... the "trigger" and the "actions".

A Trigger is what kicks off the workflow, such as:

a form being filled out by a contact
a tag being added to a contact
a contact clicking on a specific link
'x' days before renewal is due

Actions are all of the things that happen after the trigger, such as:

an email gets sent to the contact
a notification message gets sent to a committee chair
the contact starts getting a series of messages

When you are looking at a Workflow in JourneyCARE, the trigger(s) are always at the top. A workflow could have multiple triggers which means that when ANY of the triggers happen, the contact is going to drop into that automation.

The sequence of events is from top to bottom and these steps happen in the blink of an eye... unless there's a Wait Step that causes the person to *stop* moving through the steps for some period of time.

To add a trigger to a workflow, click inside the box at the top of the workflow that says "Add New Workflow Trigger". A panel will pop out from the right with a list of Triggers that can be used.

To add an action into the automation, click anywhere that you see a "+" and a panel will pop out on the right hand side with a list of Actions that can be added.

When you make any change to a workflow, you'll need to hit "Save" at the top right. You can keep a workflow in "Draft" until you're ready to actually use it. Once you toggle the status to "Published", the workflow will kick off when any contact meets the trigger criteria.

Automatically Send a Certificate

Wed, 11 Jun 2025 21:52:59 GMT

Sending a certificate is as easy as adding an Action to an existing workflow - or creating a new workflow containing the action.

Go into Automations, find your workflow, and add the Action called "Issue Certificate". In the settings panel for that action, you'll choose the certificate you designed from the dropdown.

Workflow Settings

joy@joyofmembership.com (Joy Duling) — Wed, 11 Jun 2025 20:04:30 GMT

Basics / Workflow Settings

Website Editor Overview

Mon, 09 Jun 2025 21:52:47 GMT

Editor Overview

Launching Your Site Checklist

Row Editor

Site Theme

Theme Colors

Responsive Tablet

Customize Background

Edit by Device

Switch Views

Sidebar Layout for Desktop

Theme Text

Image Picker

Manage and Import Content

Show Hidden Elements

Keyboard Shortcuts

System Requirements

Social Planner

Mon, 09 Jun 2025 21:49:52 GMT

Using the Social Planner

How to Save Social Posts as Drafts

How to Handle Expired Social Media Connections

How to Add Images or Videos to Your Social Posts

Social Media Optimal Image Sizes

Print-on-Demand

Mon, 09 Jun 2025 21:41:59 GMT

Direct Mail: Send a One-Time Campaign to Multiple People at the Same Time

Phone

Mon, 09 Jun 2025 21:39:09 GMT

The Dialer

How to Answer Incoming Phone Calls

Phone Number Settings

Voicemail Feature

Uploading to the Media Library

Mon, 09 Jun 2025 21:32:30 GMT

In addition to being able to upload images and documents to the Premium Site Builder, there is also a Media Library in the main JourneyCARE account.

Go to Settings, then click on Media.

Choose Media Library.

Click on “Open Media Library” to navigate to the Media Library

Once in the Media Library, you can upload content, create folders for your content, and search through your existing media, or find available images on Pixabay or Unsplash.

After the item is loaded into the library, simply right click on it and one of the options you'll see is "Get Link". The link will automatically copy to your clipboard when you click there. You can use that link in an email, on a web pages, etc.

Forms & Surveys

Mon, 09 Jun 2025 21:29:04 GMT

Demo / Forms + Workflow

How to Build a Form

How to Build a Survey

How to Locate Survey & Form Answers

How to Export All Form or Survey Submissions

Using Logic in Forms

How to Create a Pop-Up Form

Event Registration with Forms

Mon, 09 Jun 2025 21:08:46 GMT

In this special video series, JayCee (your virtual JourneyCARE guide) walks through a 4-step process to set up any event.

TRANSCRIPT:

In Journey Care, there are four pieces to setting up an event. This allows you a lot of flexibility in setting up different styles of events with different options. We'll cover each piece in detail, but just to give you a sense of where we are going, let's run through the four pieces real quick. First, we need to set up your products.

You'll have a product for each ticket type that someone could buy. You'll also want to create products for any optional add-ons. If it's a free event, you do not need this step. Second, we're going to need a registration form where someone can sign up and make a payment. If you're charging for your event, if you have member pricing, you will need two forms.

One will go on your public site. The other will go in your member area, so that login is required. Next, we will create the automation for what you'd like to have happen after a registration is submitted. One of the most magical things about Journey Care is that you can truly customize the post registration experience.

You do that through the workflow actions that you add. Finally, we're going to put the event with the right links on your website calendar. Once the links are on your site, you're ready for people to sign up. Once you've mastered those four steps, you can create nearly any kind of event registration configuration that your organization needs.

Now, let's go through each piece in detail.

TRANSCRIPT:

Anything that you wish to sell as part of your event registration process is considered a product. So you need a product for any ticket types, any optional items like guest dinners, event merchandise, or add-on experiences like local tours or receptions. Essentially, if it's something that they can purchase on the registration form, you need a product for it.

You'll create your products by going to payments in the left hand navigation. Then products across the top. Navigation. If you've never created a product before, here's how you do it. From the products page, click create product. You'll see that the blank product has a lot of options, but you really don't have to fill much out here.

Most of this can be left blank. The sections to pay attention to are the product name, and you might want to add a very brief description. Then as you scroll down to the bottom, you'll see where you put in the price information. If you need to limit the quantity, note that there is a checkbox to track inventory.

When you check that box, you'll be able to put in the limit on how many can be sold. More than likely, everything else on the screen can stay blank unless you have a special situation that requires more fine tuning. Once you have your products ready to go, you'll be all set to start creating your registration form.

I'll show you how to do that in the next step.

TRANSCRIPT:

Once you have your products created, the next thing you need to do is give people a way to buy. The most common way to do that in Journey Care is to create a form using a form. You can ask for all of the details you'd like. You may want their contact information, details about which activities they'll participate in, meal preferences or mobility restrictions.

All of these things are simply fields on a form. Alternatively, you may have a very simple signup form that really just collects name, email, and payment. The choice is yours. The important distinction here with Journey Care is that if you have some things that only members can purchase, like a member priced ticket, you will need two forms.

You'll have a public version and a member version, or you may have a form for each member type if they have different priced products. You'll control who can access each form by putting the form in a location which can only be accessed by the right people. So for example, your member registration form would go in your portal so that people have to log in to get to it.

Once you get all of the information put onto your form that you wish to collect, you'll need to add the products that you created in step one. To do this, use the sell products element. Drag it over to the bottom of your form. When you have it selected, a panel will open on the right where you will choose which products to display as you scroll down On this panel.

On the right side, you'll see a variety of options, like whether you want to allow coupon codes and layout preferences. Feel free to explore these option. Once you have your products ready to go, you'll be all set to start creating your registration form. I'll show you how to do that in the next step.

TRANSCRIPT:

After you have your registration form set up, you'll want to set what's going to happen after someone submits it. For this, you'll go into your Journey Care account and head to the automation section. If you already have a previous event automation, I think it's always easiest to start by duplicating that and then editing, but you can start from scratch if you need to do so.

We're going to do a few things in our workflow. We'll have a trigger at the top that tells the workflow when to run. We'll tell the workflow the date, time of the event so it knows when to perform certain things. We'll add emails for confirmation or reminders, and we'll add other actions like tags or notifications.

Every event, workflow really boils down to these same components, but you can put them together to create a post reregistration experience that is extremely flexible. Let's look first at the trigger. Your trigger at the top of this workflow is what kicks everything off. Your trigger could be filling out the form or it could be purchasing the specific ticket.

You'll notice for this example, I actually have two triggers at the top. That is because I have a member ticket and a non-member ticket, I want anyone who purchases either of those to drop into this workflow. But what if you want to have a different experience for different types of attendees? In that situation, you can choose to create different workflows.

To handle each attendee type, you get to decide one of the most magical things about Journey Care is how flexible it can be, and this is one of those places where the flexibility really shines. A good example of when you might want separate workflows is when the experiences need to be very different.

Perhaps you have a registration form for regular attendees and a registration form for sponsors. You may want your sponsors to get completely different messages, different tags, different reminders, et cetera. In that case, it just makes sense to use a completely different workflow. For today's example, we'll just assume that everyone who registers via either form is going to get the same post registration experience, so we'll have both triggers at the top of the same workflow.

Next, the first action for an event workflow should be event start date. When you click on the action, a panel opens up on the right side for you to set the details, choose the type specific date, time, and put in your event details. By doing this, we'll be able to tell the workflow to perform certain actions at timing that is based on that date and time.

It makes it possible to say things like, do this three days before, or Do this one day after. If you have a multi-day event, you'll wanna set this to be the date and time of the earliest activity associated with the event. Essentially, whenever things kick off on day one, after you set your date and time, I recommend putting a confirmation email in as your next action.

If you've duplicated this workflow from a previous one, instead of starting from scratch, you'll want to make sure that any emails you copied have the correct details for this specific event. Be sure to include a Zoom link or any other instructions that the attendee needs. After your confirmation email, you can add in any other actions that you want.

For example, you may want to add a tag specific to this event or send an internal notification to an event coordinator. Simply add an action for each of these things. Once you get through all of the things that you want to do, immediately after someone registers, you may want the workflow to wait until closer to the event to do other things.

You do this by adding a wait step that is tied to the event start time that you set at the top of this workflow. Instead of choosing, wait for X amount of time, choose wait for event appointment time, and then you can set the exact timing as before, exact time or after. For example, in this screenshot, we have the wait step holding until one day before the event, day and time after that wait step, add in.

Anything else that you'd like the workflow to do, so perhaps you are waiting until one day before the event and sending a reminder email. Then you could add another wait step and say, wait until two days after, and then send this email containing the event survey. In this way, the automation is extremely flexible, allowing you to design a truly unique experience for anyone who registers for your event.

Once you have your automation ready to go, you can go ahead and put the links to the registration forms on your calendar, in your member portal, or in emails. When people fill out the form, all the right things will now happen. There's a lot that can be put into workflows, which can sometimes feel a bit overwhelming, but just start with the essentials.

Get comfortable there, and add the fancier bits when you are ready. With this approach, your attendee experience can get increasingly personalized with each event you do.

Email

Mon, 09 Jun 2025 20:44:07 GMT

Email Builder Overview

Email Editor Details

How to Send a Test Email

Email Delivery Methods

Email Attachment Size Limits

Checking Email Statistics

Changing an Email That's Already Scheduled

Importing & Emailing COLD Leads (This will get you Banned by Email Providers)

Email Templates vs. Email Campaigns

How to Send or Schedule Email Blasts

How to Add an Attachment to an Email Blast

Sending Simple Emails

Using Trigger Links to track link clicks or take automated action based on link clicks

Using RSS Feeds to Send Emails

Domains

Mon, 09 Jun 2025 20:31:11 GMT

Custom Domains You May Nee d

Custom Domain (Premium Sites)

Custom Domain (Standard Sites)

Community Custom Domain

Building a Course

Mon, 09 Jun 2025 20:22:43 GMT

Building a Course / Learning Management System (LMS)

Conversations Overview

Mon, 09 Jun 2025 20:14:58 GMT

The conversations area is where all messages in and out of JourneyCARE can be found.

New incoming messages will show in the Unread tab. You can also toggle to the Recents and All tab to see additional messages.

Accessing Your Messages.

Click into your Conversations inbox.
In the first column on the left, you’ll see a list of your messages.
Using tabs, you can navigate between unread, recents, starred, and all messages. Unread messages are messages that have not yet been read. Recents will display the most recent messages. Starred will have a list of marked messages. All will, of course, be all of your messages.
You can search in the box at the top for a specific message, or use the dropdown menu to sort from Oldest or Latest messages first.

Viewing Conversation History

You'll see the conversation history in the center when you click into a message.
You can scroll up and “fetch older messages”, depending on the length of history of conversations you've had with the particular contact.
When searching for a conversation, you can filter by: Assigned (Contact Owner), Last Message Direction, Last Outbound Message Type, and Last Message Channel (i.e. Facebook, Instagram, SMS, etc.)

Schedule a Message

With this feature, you will have the ability to schedule messages directly on the conversation page with your contact and send them later. This includes both, SMS and Emails. A seamless & effective way to send your messages later.

You can pick the date and time you want the SMS/Email to be sent. By default, will have this as sent on the next day at 9 am. You can also pick the time zone you want this message to be sent.

Write your message, then click on the Schedule icon, and then on the Send Schedule button.

If you want to cancel the schedule message, click on the pencil icon, select the Cancel Send Link, and close the pop-up.

Marking Messages Read or Unread

Unlike a "normal" email inbox, a message in JourneyCARE doesn't turn to READ just because you looked at it. The reason for this is because multiple users are typically using the Conversations area and we don't want to arbitrarily mark something as read just because *someone* has looked at it.

Instead, we only mark a message read after you've replied. If you decide that a message does not need a reply, you can manually mark it as Read by clicking the "Mark as Read" link at the top of the right column.

Click once to mark as Read, click again to mark as Unread.

You can also select multiple conversations and use the ‘Actions’ tab to Mark as Read or Unread, or Starred or Unstarred for multiple conversations.

Starring a Conversation

Starring a conversation is useful to mark them as important and a visible reminder to come back to this conversation.
Starring and Unstarring can be done on an individual basis, as well as using Bulk Actions.
Viewing Contact Information associated with the conversation
The third panel on the right-hand side provides a snippet of the contact information for the user that you are interacting with.
You can click the phone button to call the phone number, and you can view their email address.
You can add tags, toggle on or off the DND, and you can also add them to a campaign by clicking the add button under active campaigns.
You can click “Create Opportunity”, fill out the appropriate details, and click “Add” to confirm.
By clicking “Schedule” you can book an appointment for the user.

Conversations can be completely deleted or archived, using the buttons in this 3rd panel too.

Clearing your inbox

If desired, you can use bulk actions to mass delete messages in your conversations tab. Select all with the checkmark option next to actions just make sure you loaded all the contacts.

If you need to CC and BCC or BCC

Simply use the appropriate lines in the header of the email.

Community Custom Domain

Mon, 09 Jun 2025 20:09:45 GMT

Advanced / Community Custom Domain

Managing Community Members

Mon, 09 Jun 2025 20:08:55 GMT

Basics / Managing Members

Adding Content to Your Community

Mon, 09 Jun 2025 20:08:53 GMT

Basics / Adding Content to Your Communities

Workflow History & Logs

Mon, 09 Jun 2025 20:05:21 GMT

How to Get Support

Mon, 09 Jun 2025 19:57:02 GMT

There are lots of ways to get help with your JourneyCARE account. You'll find our team to be fast and friendly, so just reach out!

TRANSCRIPT:

If you're a subscriber, you have several pathways to get help when you need it. Obviously, there is this help center which you can browse and search. We also offer fast friendly support via email anytime. Simply direct your question to help. At Journey Care Team, these options are free and unlimited. The other free option for support is to come to open office hours.

Monday through Friday, our founder Joy hosts these special sessions via Zoom. You can bring any questions about how to do things in Journey Care, or if you have an idea or strategy that you'd like to run past her, she's happy to share insights during that time as well. You can come to office hours as often as you'd like.

You need to RSVP for office hours by 9:30 AM Central. That's 30 minutes before the scheduled start time. Each session runs from 10:00 AM to 11:00 AM central up to four organizations can participate at one time. Clients often tell us that the thing they enjoy most about office hours is hearing the questions that other clients ask, because often everyone is working on different projects.

And it is interesting to see how other organizations are leveraging the platform. If you want to come to office hours, just go to Journey care.app/office hours. Sometimes you need 100% focus on you for something more intensive than a help desk chat or open office hours can provide. We offer blocks of hours that can be purchased in five hour or 10 hour increments.

Hours are pre-purchased and then can be used as you need them. Clients sometimes use their hours for deeper training to help onboard a new administrator. To get more extensive strategy assistance or simply to offload site edits to someone else because you don't want to hassle with them yourself. Just email help at Journey Care team if you'd like to request a support block.

Accessibility Overview

Mon, 09 Jun 2025 19:44:53 GMT

We partner with Accessibe to offer JourneyCARE clients the power of AI-powered web accessibility and compliance. At our mid-tier pricing level, this service is automatically included.

After installation, the accessibility widget integrates seamlessly into your website and automatically remediates common compliance issues. The service includes an accessibility statement for your website, monthly audits, and continuous monitoring.

Here's a great video, provided by Accessibe, which explains the AI-powered solution.

Communities Overview

Mon, 09 Jun 2025 19:35:26 GMT

Basics / Communities Overview

Add Team Members as Administrators

joy@joyofmembership.com (Joy Duling) — Mon, 09 Jun 2025 18:05:13 GMT

It's easy to add additional administrators to your JourneyCARE account with full control over their permissions.

TRANSCRIPT:

Let's talk about administrator permissions. If you ever need to add or change who has admin access in your account, you can always send us an email at help. At Journey care.team, we just need to know the person's name and email plus what you'd like them to be able to do. If your organization is using our premium site editor, access to the website, editing has to be done by our team.

There's no way for you to do that part. However, everything else outside of the website editing can be set up by you. So if your team member just needs access to be able to work in your database or send emails on behalf of your organization, you can definitely take care of that part on your own. If you'd like to give it a try.

Here's a quick walkthrough. Just go to settings at the bottom of your left hand navigation. Then click on my team. Then the big blue button at the top right that says, add user. From there, you'll be presented with a modal of options. For this new team member, at a minimum you need to add their name and email address, but I always suggest adding a mobile phone number if you have it.

That allows your administrator to get the two factor authentication code that's needed for logging in via text. The text code typically arrives a little faster than having to wait for an email. That's really all you have to put on this screen. You can always come back later if you want to add an email signature or anything like that.

When you're ready to move on. To set the permissions, click the next button at the bottom of the screen. The next screen is where you are going to set all of the permissions that this new team member will have. At the top, leave the user role set to admin and data visibility. Scope should be all records, as it is unlikely that you are going to be assigning each of your contacts to be handled by a specific team member.

The list of permissions is lengthy, but it's organized in categories to turn a category on For this person, toggle the slider to the right. You'll notice that the color will turn blue to turn a permission category off, toggle to the left, and it will gray out. If you have a permission category on, you can check and uncheck boxes for specific items as a shortcut for this process.

If you want this team member to have the same permissions as someone else who is already set up, you can use the copy permissions button at the top right of this screen. If you click that, it will ask you which team member you wish to copy that will set all the permissions to match. When you are done setting permissions, be sure to click the save button at the bottom right.

There are other things you can adjust for each team member, but in most situations, once you've set your toggles, you're good to go, the system will automatically send an administrator invitation to the new team member and they will set their own password. The invitation is time sensitive, so you may want to let your team member know that you've sent it and that they need to take action right away.

If the invitation expires, you'll need to come back into this my team's area. Click on the person and you'll see a very obvious button to resend the verification. If you're not quite sure what level of access your team member needs to perform their role, don't worry. Just reach out. Many of the permissions sounds similar, and there may be some features that your organization is not even using.

We're happy to help you sort it out and get those permissions set exactly right.

Structure of a Contact Record

Mon, 09 Jun 2025 17:58:27 GMT

It's easy to add additional administrators to your JourneyCARE account with full control over their permissions.

TRANSCRIPT:

Our team often tells new clients that Journey Care is intended to become your source of truth. What we mean by this is that your goal should be to get as much information as you can about people into their contact record. That way all of the details about their relationship with you are held in one place.

Your capturing all of the communication, and ultimately everyone is working off the same information. In this video, I'll share how we organize all of that information in a way that makes it useful for you. A contact record is split into three columns. In the first column, you'll see every data field from your database.

It can be a little overwhelming to see them all, especially if a contact doesn't even have data in some of the fields. You can click the hide empty fields box at the top of the column to get rid of all the extras. As you scroll down that first column, notice that there are dropdown sections. Most of these sections were likely set up for you during the migration process.

You can add more or rearrange these by going into the settings area where your custom fields are held. The middle column captures every communication that has been sent to or received from this contact. This includes all communications sent through Journey Care, including emails, text messages, social media, messenger accounts, phone calls, et cetera.

Note that you can send a quick message to this contact by clicking either email or SMS text at the bottom of the column, or click the three little dots to the right of any message in the stream to reply specifically to that message. On emails, you will see little blue bubbles that tell you if a message has been opened, clicked, replied to, et cetera.

In the final column, on the right side, you will see an activity stream, which captures miscellaneous activities that have happened, things like forms that have been filled out, notes that team members have left, website pages that the person has visited, and financial transactions. Notice that on forms specifically, you can click on the item and it will open up to let you see how the contact filled out the form.

Everything in this column is really great for reference, and you can typically dig into details just by clicking through on an item.

Managing Your JourneyCARE Subscription

Mon, 09 Jun 2025 16:20:32 GMT

Need to make a change in how your billing occurs? Here's how to update your subscription.

Stripe Billing Portal:

https://billing.stripe.com/p/login/eVa14v1kwfPjblu7ss

TRANSCRIPT:

If your organization pays annually via invoice, notify us of changes by sending an email to help@journeycare.team to let us know. We'll be happy to make the necessary adjustments for you.

If you are on monthly auto billing and need to change your credit card or wish to cancel the subscription, you can do so through our Stripe billing portal. You'll find a link to do that directly below this video. Simply enter the email address that your billing is under, and Stripe will send you a magic link via email that gets you into the portal.

The magic link must be sent to the email that is associated with the billing. Once you've gotten into the portal, click add payment method. If you need to change your credit card to switch your credit card, you need to add the new card first. Then you'll be able to remove the old card. Click cancel Plan if you want to cancel your Journey Care subscription completely.

Of course, if you have any trouble managing your subscription, don't hesitate to reach out.

Overview of the JourneyCARE Platform (Part 1)

joy@joyofmembership.com (Joy Duling) — Mon, 09 Jun 2025 15:29:08 GMT

Joy Duling, Founder of JourneyCARE, walks through key features of the platform.

TRANSCRIPT:

Hi there. I'm Joy Doling from the Joy of Membership, and today I'd like to share with you some of the core features of Journey Care that will make it an ideal membership software for your association, trade group, or membership based nonprofit. With Journey Care, you can consolidate all of your context, all of your communications, all of your processes, and all of your content.

Let me show you what that looks like. Let's look at all of your contacts first. Using the Journey Care platform, you can bring together information that you might be storing in lots of different places. You may have information about your members in one system. You might have your non-member mailing list in another, you might have committee lists in another.

Perhaps you have a donor management system, um, a, a. Committee chair who's tracking your sponsors for the upcoming event, you might have an event registration platform. So typically data gets scattered about in all of these different places, and worse yet, sometimes it's in individual people's computers where you as an organization can't even access it.

Let me show you how that looks different when you're using Journey Care. Here we have the Journey Care contact module. Now, if I zoom in, what you will see here is that we have a complete contact database, so you can have all of your people in this database. The contacts are unlimited, so you can put as many people in here as you want.

I encourage you to put. All of your contacts in here. Now this is just a test account, so I'm not showing any client data here, but you'll notice that we have a list of contacts here. We have additional lists going across the top of, you know, board members, um, active contacts, um, people whose favorite ice cream is chocolate, and you can create.

All of these smart lists to fit whatever your organization needs to know about your members. So if I dive into one of these lists, I can do different things with that list. So let's say I select all of the people here who are tagged as active. I can actually use these quick. Buttons appear at the top to do different actions.

So I can send these people a quick text, I could send them a quick email. I can add them to an automation, which I will show you in a little bit. Um, and I can even export them. If I watch. I can also change the columns that are viewable here, and so I can actually see any data that is contained in the database and then export it.

I can also filter over here on any, um, anything that is in the database so you can, um, have multiple, um, filters, so you're kind of layering who you're looking at. So if I wanna know anybody who's active and their city is also a certain city, I can layer those on top of each other now. Also with context, you can dive into an individual person's record.

So this fictitious person, Susie Smith, I could see all of the information about Susie in one place. On this left side, I could see some basic information. I could see any, um, campaigns that she's been sent. I could see any of her tags. Um, if I go into general information, there's like her, um, youknow, the business organization that she's attached to address, and then additional info is.

All of the custom fields in the database. So anything that we know about Susie is in here, so I could tell she's on a couple of committees. Um, this might be a training certificate or an ID card or something like that. We have different, um, dates, you know, size of T-shirt, basically anything that you need to have on your members or contacts you can put into the database because you have unlimited custom fields.

So you can create whatever fields you want. Um, different field types here that you can create so you can really make this database your own. So that is how Journey Care helps you manage your contacts, create lists, and get all of your data into one place. Now let's go back to the next piece of functionality that Journey Care helps you with, and that is consolidating all of your communications.

Now, chances are you communicate with your members and your contacts in a lot of different ways. With Journey Care, we have two. Way communication built into the platform. So you can do two-way email, two-way text, Facebook messages, Instagram messages, Google my business messages, and we even have the ability for you to do email blasts and.

Text blasts. So the idea here is that you use Journey care to communicate with your people, um, through a variety of different ways. And you never have to worry about a message getting lost in some committee members' personal email because all of the communication is happening through the single platform.

Let me show you what that looks like.

Here we have the Journey Care conversations area, so any emails or text messages that have gone out through the platform are going to be seen here. Even phone calls of coming in or going out from the platform would be seen here in the conversations area. Let me zoom in for you so you can get a closer look.

So you can see here I have a few new things have happened. I can also dive in and see all of the recent things. And then there's this tab here that shows you everything. So if I just click on, um, any of these, um, messages, I can see the string here that's happened with this person. So this again is, um, Susie Smith.

These up here are just, um, phone calls that have come in and out. This is, um, a, a test, um, text, um, and a couple of emails, but you can, um, see the communications here and you can also respond to the person as well, since we know Suzy's phone number and um, email address. And these are just, um, test, uh, contact information.

We can actually click here. Send her a quick text message or we can click here and send her an email. Um, you'll notice we can also see on any of these, um, if the message has been delivered, opened, um, if she's replied. Um, those sorts of things. You have lots of information here on, um, this communication string.

You can also just click on the person and very quickly pop over into their contact record so that you could continue seeing the information, um, you know, dive into, uh, other data that you might need from the person's contact record in order to respond to the message. So that is the first way that Journey Care supports your communication.

Two-way emailing, two-way text messaging, two-way phone calling. We also have a, uh, email builder that is drag and drop, similar to Constant Contact, MailChimp, wild Apricot. You simply build your email and you can drag over different elements. So let's say you have a video from your last fundraising campaign, you can just, um, put that right into your email by dragging it over and then putting the URL where, um, someone would, um.

To pull in that video. There are a variety of other things like, um, RSS feeds. So being able to automatically send emails out about blog posts that you've done. Um, you could see, uh, social media links, um, um, button links, all sorts of things that you can build here into. Your email blasts. And then one of the really unique things about Journey Care is it not only lets you send now or schedule for later, you can also send in drip mode, which means if you have a really large list, like you have 5,000 contacts that you want to email, you can actually tell Journey Care that.

You want to, um, send this out, you know, 100 every five minutes or something like that to get help with deliverability rates. Um, you can also limit emails to only be sent during certain windows. So if you only want the emails to go out Monday through Friday, not on weekends and only during certain hours.

You are able to specify that as well in journey care, which is pretty cool.

And then, as I mentioned earlier, with the smart lists, you can also do communications from here. So if I wanted to email the people who are, um, tagged as active, I could do that directly from here just by clicking on one of the quick links. It'll tell me that. I'm sending an email, I could compose it right here.

I could drop in things like the person's first name. I can, um, drop in any element that is in the database. So, um, maybe I want to pre-fill, um, the person's favorite type of ice cream or their upcoming renewal date or something like that. If the information is in the database, I can use it in my communications.

Contacts List View

Mon, 09 Jun 2025 13:39:11 GMT

JayCee, your virtual guide from JourneyCARE, walks you through what you'll find on the Contact List View.

When you click on the contacts tab, you'll land in what's called the list view. By default, you'll always be viewing all contacts currently in your database. New contacts will be added here as they interact with your organization by joining, filling out various forms, making donations, et cetera. You don't have to go to different places to work with members versus non-members, versus donors versus event attendees.

No matter what each person's relationship is to your organization, they will be a contact in your database. If you want to manually add a contact, just click the first icon that looks like a plus sign. To add the contact. You just need their name and email address. There are a few other fields on the ad contact screen, but you can ignore them like you don't really need to add a personal logo or change the contact type.

Also, if there's information that you want to add that is not on the add contact screen, that's okay. [00:01:00] You can add those additional details. Once the contact is in your database, all of the other icons directly above the list of contacts are for quickly doing different actions. For example, you can select a bunch of people and then send a quick text message or email, or you can give them all a specific tag.

Just think of these icons here as shortcuts that let you do things to multiple people at once. If we go just one step above the icons, you'll see any smart lists that you've created yourself or that were created by other people in your organization and shared with you. I'll have another video where we will go deeper into smart lists, so I won't talk about those details here.

For now, just know that these are your saved lists and they update dynamically all the time. Once you have these created, you can click on a list at any time and it will show you exactly who meets the filter criteria. At this moment, you may want to have smart lists for your current members, members who are at risk of lapsing, your board members, [00:02:00] or people who are tagged as attending an upcoming event.

These lists are flexible and can be used for whatever you'd like. On the top line here, you'll see some additional pages that you can navigate to with just a quick click. Bulk actions shows you anything that has happened in your system by someone clicking on these contact icons. You'll also see email blasts and imports recorded here.

Restore shows you anyone who has been recently deleted from your database so that if you've made an error, you can easily bring them back. Tasks will show you any tasks that currently exist connected to contacts in your database. Companies are typically captured automatically as people get added into your system.

If multiple people have a company in their contact record that is spelled exactly the same way, the system will automatically tie them together. Finally managed smart lists shows you any lists that you've created or have been [00:03:00] shared with you. One more small thing on this row. The small gear icon in the top corner gives you direct access to your custom fields and folders.

These let you tailor journey care to your association's specific needs, like tracking, membership types, chapters, or volunteer roles. Moving on to the right side of the screen, you'll see three areas. Columns, search and filters. Search lets you quickly find a contact by name, phone number, or email columns.

Allows you to customize what data shows up in your list view, like phone numbers, last activity, membership type tags or any custom fields you've added. And filters. Let you set the parameters for who is showing in the list. Clicking on the more filters button will pop out a panel that shows lots of different ways that you can segment your list.

Filters include all of the fields in your database as well as various system things such as people who have gone through [00:04:00] specific workflows or who were added to your database in certain ways. We'll go into filters deeper in a separate video. For now. Just know that you can stack these filters on top of each other to segment your database in almost any way you want.

Then when you save the filtered list, it becomes one of the smart lists we just talked about. That means you can always easily reference that list of people. Again, one question that comes up a lot is whether you can save what columns show in the list view on the all contacts tab. You cannot, even if you change the columns, as soon as you leave that view, it's going to revert back to the standard columns.

However, on any of your saved lists, if you change the columns, all you have to do is re-save the list and your columns will be persistent. By default, the newest contacts show up first, but if you prefer to sort differently, just click on the little arrow on the column header and it will sort by [00:05:00] that header.

Click a second time to reverse the order. Again, be sure to re-save the list if you want to keep the sorting that way. I hope this quick walkthrough has helped you feel comfortable navigating your contacts list view in Journey Care. Let the help desk team know if you have any additional questions on the list view.

I'll see you in the next video.

Website Widgets

Sun, 08 Jun 2025 21:55:47 GMT

Widget Overview

Basic Widgets

Media Widgets

Social Widgets

Business Widgets

Advanced Widgets

HTML Widget

Adding an Event to the Calendar

Sun, 08 Jun 2025 21:25:39 GMT

Basics / Adding an Event to the Calendar

Overview of the JourneyCARE Platform (Part 2)

Sun, 08 Jun 2025 15:36:08 GMT

Joy Duling, Founder of JourneyCARE, walks through key features of the platform.

TRANSCRIPT:

The third key area where journey care is going to help your organization is consolidating all of your processes. Now, this is where a lot of the magic is with JourneyCARE. It's one of my favorite things about the platform. We have an amazing. Automation builder. So when I say it'll help you do all of your processes, I really do mean all of your processes, everything from your marketing campaigns to automatically following up with potential members who are interested, your onboarding, your member applications interest surveys of coordinating volunteers, sending out thank yous to your donors.

More. So let me show you what it looks like to be able to customize these automations in journey care.

So here I've pulled up the JourneyCARE automation builder. And this again is a feature that is unlimited in journey care. So you can build as many workflows and automated sequences as you need to run the operations of your organization. Let me show you some examples. My zoom in here, you can see that we have some folders for a new member automations.

You can create a new folder and stick additional workflows in there. But if I just pull up like this new member onboarding workflow, the idea here is that you have a trigger up at the top and a trigger in a workflow can be. Lots of different things. In this particular case, we have that a new member has signed up, but this trigger could be done by running on somebody's birthday.

It could be that something about the contact information has changed. It could be that they've been tagged in a certain way or. Date has hit. It can be that someone has replied to an email or they've sent in a message through the chat widget on the website. It could be that someone has added a note to their contact record.

All sorts of things here tasks added offer granted to a membership user has logged in it to the membership area. But you have all of these potential triggers. That can kick off a workflow at the top. In this case, like I said, we're just kicking this off because a new member has signed up.

So we want this automated onboarding sequence to run. So in this case, when someone has signed up, we're going to remove. The contact tab interested. We're going to add a contact tag active. We're going to assign this person to Marta, our membership chair. We're going to notify Marta that this new member has arrived and we're going to send the new member a welcome.

Now we're going to wait a few days and we're going to see if the new member actually replied to the email. If the new member had replied to the welcome email, we're just going to drop them out of the sequence. If they did not reply to the email, we're going to send a text message and we're going to send another email.

It's super flexible and anywhere where there's a plus sign, I can add in additional things and he could see the list of a potential actions. Very extensive. You can send emails, some texts. You can send a prerecorded voicemail message. You can add tags, remove tags add them to a custom group on Facebook.

You can. Add them to a membership take away membership. All sorts of things can be built into the workflow. So it gives you a super flexible way to create automations that are magical and replace things that you're probably doing. Manually in your in your organization now. So that is an example of a workflow and you can create workflows for all sorts of things.

This is member onboarding. You could have a pre-renewal campaign. You could have an automation that kicks off because somebody filled. Interest survey. Here is an example of a form that someone might fill out. So you can build these custom forms, whatever fields you want, you have standard fields and custom fields.

If you're not using one of your preexisting custom fields, you can just add one, create the field, drag it over onto the form, and you could create unlimited forms. In journey care forms and surveys. So you can use that to replace some of the operations that you might be doing through a Google forms or Jap form or form site.

You can have this all in journey care. And the best part is that then your results are held. Directly in journey care as well. So you could simply go to here and hit your submissions, and then you can download all of those submissions. The information is also going to be stored with the person's contact record when they have filled out the.

So the way that you use automations in journey care is really limited only by your imagination. And I think you can come up with some pretty exciting things that will replace Excel spreadsheets. Replace me on your processes of how you detrack information in a way that is super flat. So let's now jump to the fourth way that journey care can help you just using its core functionality.

So there are lots of different ways to store content in journey care. And when I'm talking about content, I am talking about your website, your. Conference websites lead magnets trainings continuing education programs document archives for your members. If you are creating content in your organization and you need to provide that to people, there's probably a way to do it in journey care.

Let me show you some of the options. The first thing I want to show you is that there is a drag and drop. Website builder. We can build websites and have landing pages, funnels, whatever you would like to call them directly in journey care. You no longer have to pay for WordPress for separate hosting for website plugins security certificates that can all be encompassed here in the journey care.

So if I dive in here a little more closely, this is the website builder. Once you're in here, you can click on any element and make your changes right here in the element. Anything that you have selected over here on the left-hand side, those are the settings for that particular element. If you need to duplicate anything, it can be duplicated.

Single click. So you really have a lot of flexibility in what you do. If you need to add something to the page, just click the plus sign and drag over whatever you would like to add to the page. Again, if you click on something, then everything that's over here in the left-hand side is related to that particular.

That particular element, so you can build out your page, however you would like. So then people always want to see, okay how different can these websites look? So I'll show you a few examples. This is a website that is built in to journey here. Fully branded to them. This is another one.

Again, completely branded to them. They had actually had a graphic designer do this intending to do their website in WordPress, but we were able to replicate what the designer was going to do in WordPress. Pretty closely. This is another example of a conference website. So this was a just to do registration for their first annual conference that they were doing in a virtual format.

Had this with their sponsors and ability to sign up. And then in terms of, having these kind of protected content spaces, where you can put information to provide securely to different people, you have the ability to set up unlimited areas for that as well. So some examples here a members only area or a board portal, you can do like an orientation course for new members.

You could have an area that Feature is your sponsors. You can have something that is just specific to an event. You have total flexibility in how you want to organize your content and who you would like to provide access to. When you get into the content product, you have the ability to have videos.

You can upload documents. You can also put whatever information you want into the body of the post. You can do that. From the member perspective, what they are going to see is more of a library. So they'll see something that looks like this. It could be color coordinated with your public facing website, but they will log in to get access to whatever you've given them access to.

Here you could see from the member perspective they can get access to all these PDFs that you've uploaded. If you had put in a video or something or more extensive body, they could see that.

Here's an example of that conference that I showed you. They actually have their different sessions noted in here. So we have their sessions, they're speakers. You can click into here and you can see the webinar recordings, the speaker bios. We even did a little commenting area. So if people wanted to Comment on the different sessions, they were able to do that.

That is an example of being able to store the webinar or that conference replays and packets. And we were able to give people access to this area automatically when they registered for the conferences. You can also do landing pages where you are providing lead magnets. So if someone were to click to download you could be collecting contact information, email addresses, building your list of people who are potentially interested in what you have to offer.

I show this example just because it is a more extensive landing page. But there are options to make that smaller because you have the full ability to customize what you what you do, because this uses the same website builder that I showed you or. You also have the ability to split test things. So you could have two different versions of a landing page and you could know which version is performing better.

So you can really fine tune your marketing results. And once you've built your page, then you could publish it online. Just like any other website page. So that is a very quick look at the four key aspects of functionality that journey care will help you with consolidating all the information about your contacts, getting all your people into one place, consolidating all of your communications.

So that messages aren't being lost in individual people's email addresses and allowing you. Omni channel communication with all of your people, consolidate all of your processes and streamlining things that you might be doing manually right now. And then holding all of your content in a variety of different ways that journey care makes.

Resend a Misplaced Certificate

Wed, 04 Jun 2025 00:19:07 GMT

METHOD #1:

If your certificate recipients have access to the Portal, you can send them there to download a fresh copy of any issued certificate. They simply log in, click on their profile p hoto (or initials) on the top right of the portal, then click on Manage Account. One of the options that they'll see in the Account Settings area is Certificates. That page will show all of the issued certificates. Clicking on the 3 dots at the right side of any certificate will present a Preview option. From the Preview screen, they will see a download option.

METHOD #2:

As an administrator, you can access previously issued certificates by going into Portal & Groups (left navigation), then choose Certificates (top navigation). You can search by the recipients name to locate their certificate. You may need to adjust the time period because it shows the most recent 30 days by default. When you find the certificate, click the 3 little dots on the right of the row and choose Preview. You can copy/paste the url that is provided on that page and send the url to the recipient.

OTHER OPTIONS:

You can also drop a recipient into the original workflow that they went through to receive the certificate, if there aren't other things in that workflow that would be problematic to re-run. Alternatively, you could create a new workflow that has only one action which is to issue the certificate. Note that reissuing a certificate will show an issuance date of the current date, so be mindful of that if the original issuance date is critical to maintain. If it is, then Method #2 above is preferable.

Smart Lists

Mon, 02 Jun 2025 21:45:21 GMT

How to Add Someone to a Smart List

How to Access & Share a Saved Smart List

How to Create a Smart List of People who have Tag A -or- Tag B

How to Create a Smart List for People who are tagged with Tag A -and- Tag B

Creating Coupon Codes

Sun, 01 Jun 2025 17:19:03 GMT

TRANSCRIPT:

If you want to offer a discounted rate for something that people are buying through JourneyCARE, the typical way to do that is via a coupon code.

One thing to know upfront is that you should NOT use a coupon code for a 100% off situation. If you want to give someone something for free, make a different form that simply doesn't have a payment element on it, give that form link to anyone who should have complimentary access.

The reason for this is that even though you can create a coupon code that gives 100% off, if the payment element on your form is required, it's still gonna make someone put in their credit card info in order to submit the form. No one wants to submit their credit card info to get something for free.

It's better to give them a form that doesn't require a payment element First. Click on payments in the left navigation and then choose coupons at the top. On this page, you will see any existing coupons for your account. To create a new one, simply click the blue button at the top right that says, create coupon.

When creating your coupon, you'll have options for how exactly you want your coupon to work. Start by giving your coupon a recognizable name and the code that you want people to use. Coupon codes can only contain letters and numbers. No special characters. If you don't want to come up with your own code, you can click the generate button and one will be created for you.

Next, you will choose whether your coupon gives people a dollar amount off or a percentage off, and you'll set when your coupon can be used. The start date is required. You don't have to put in an end date if you don't want the coupon to ever expire. Finally, you will choose how many times this coupon can be used.

For example, maybe you only want it to work for the first six people who respond. You can limit it to be used only on specific products. You can limit it to only be used once per person. And in the situation of recurring charges, you can choose if this coupon is only supposed to apply to the first charge or to future charges.

When you have everything set the way you like, click the create button.

There's one more step that you may need to do. If you are using forms with a payment element. By default, the coupon code option does not show, so you'll need to go into your form, click on the payment element, and toggle the setting to enable the coupon code option. Once you've done that, people will be able to use the coupon code on that form to get the discount.

Download an Invoice PDF

Sun, 01 Jun 2025 01:13:55 GMT

Download a PDF of an Invoice

Create an Invoice Payment Plan

Sun, 01 Jun 2025 01:10:03 GMT

Create an Invoice Payment Plan

Selling with an Invoice

Sun, 01 Jun 2025 01:07:05 GMT

Selling with an Invoice

Selling with a Payment Link

Sun, 01 Jun 2025 01:04:59 GMT

Selling with a Simple Payment Link

Selling Products on a Form

Sun, 01 Jun 2025 01:04:41 GMT

Selling with a Form

Creating Products to Sell

Sun, 01 Jun 2025 00:59:04 GMT

Create Products to Sell

Processing a Refund

Fri, 30 May 2025 01:15:48 GMT

Processing a Refund

Delegating Access to Stripe

Wed, 21 May 2025 01:17:54 GMT

Log into your Stripe account and click the gear icon in the top right to go into Settings.

On the Settings page, choose Team and Security.

Click the button that says Add new member.

That opens up a panel where you will be able to add the person.

If you are granting access to us for initial connection of your account, use the email address that we've instructed you to invite and use the permission level of Administrator.

After we are done setting up your account, you can remove our Stripe access.

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