Product Update: January 2023

Happy new year, Beaconeers! Here are some recently released features ready to kick-off your 2023.

Field visibility on forms

You can now add conditions to fields, and entire sections, to determine whether they should show or not. This means you can collect information based on a given context. For example, if a user selects 'Other' as a dropdown option you can have a text field appear for more information. This allows you to create more interactive and powerful form experiences.

This feature is available on the Premium and Ultimate plans.

Custom amounts for memberships

You can now allow your members to choose how much they would like to pay for their memberships. You can also add an optional suggested amount.

Labels for membership forms

Membership titles no longer need to be the same as the membership type that you store on the membership record - you can choose a much friendlier public-facing title!

Invoicing on membership forms

You can now create a membership form that doesn't collect payments. The form will create a membership with the status of 'Pending', and will create a payment with 'Payment method' set to 'Invoice' and the 'Paid' checkbox unticked. This means that you can follow up with those uncollected memberships and send them an invoice. Nice and simple!

Cover fees on ticketing forms

You can now add a 'cover fees' section on ticketing forms (as well as donation and membership forms). This will increase both the amount paid for the tickets, and the amount of any additional donation, by the percentage specified.

The big plan for 2023!

We've been hard at work in the Beacon product team making our plan for 2023. If you'd like a peek at what we've got planned for this year then you can check out this blog post.

Become a Beacon expert with Beacon Lighthouse

If you're new to Beacon and you're looking to really get to grips with your new CRM in 2023 then you can enroll in one of our free online courses through Beacon Lighthouse. We've got Deep Dive courses on Major Gifts & Grants and Events & Ticketing, all curated by Senior Customer Success Manager and Lighthouse Keeper, Luke.

Beacon chat: The place to be in 2023

Beacon customers are invited to join our private Facebook Group. It's a place to exchange ideas, tips, and best practices.

You can find the group here and we'd love to welcome you in.

The group is only available to Beacon customers.

Up next...

We really will be shipping our Enthuse integration soon! We'll also be giving the product a lick of paint to align things with our new branding (coming soon!) and we'll be wrapping up our work on improving forms with a few more updates. We're also going to be shipping OR filters soon, you lucky devils!