1. 913.888.0772 | imodules.com Summer 2013 Release Review Presented by Mark Werner Director of Product Management

2. August Release Mobile Additional field enhancements for mobile forms Email Marketing Ability to pass tokens on links Reporting Commerce Instance ID included in all transaction reports

3. September Release Events Registration with Donation Export enhancements Admin Interface Logout notification Content editor auto save Online Giving Designation search Designation and Matching Gift UI enhancements Identity Checkpoint performance enhancements

4. Events Registration with Donation Ability to bring the main Donation category into the Event registration flow Inherits the configuration of the Donation campaign Admin can only choose to disable campaign options in the Event – does not change the Campaign User enters billing info once, two transactions sent separately for Event and Donation portions Confirmation page and email break down events and donation portions separately and have new custom tokens Provides separate form exports for the event and the donation campaign Supports separate merchant account configurations for events and campaigns Can only by used with commerce-based registration events, not with RSVP only Not available for use with hosted page payment gateways

5. Events Export Enhancements Completely new system with more intuitive flow and greater ease of use More powerful options for getting specific exports Removed confusing export options and added new options that will retrieve data for Specific activities Specific categories New option to not include billing information All current scheduling options remain for both email notification or SFTP

6. Admin Logout Notification All administrative tools will be set to consistent and have a 2 hour admin session Modal pops up 10 minutes before end of admin session prompting for password to continue session Supports iModules and LDAP authentication only Does not support iModules Connect (Facebook, etc), or the CAS, SAML or Shibboleth systems.

7. Content Editor Auto Save Editor content will be saved whenever the regular admin user flow is not completed Timeouts, closed windows, crashes, etc. Specific to each admin Message will be displayed saying unsaved content was found with option to recover Recovered content will be pulled into content editor for you to complete the content creation

8. Online Giving Enhancements Redesigned look and feel of Designations modal popup Single text search option provided to quickly find designations Designations UI in window and page redesigned for mobile support HEP Matching Gift window redesigned for mobile

9. Identity Checkpoint Performance Commerce-based transactions will be placed into the Identity Checkpoint (ICP) grid immediately Admin approves merges on a one-by-one basis, the non- member account will be merged immediately Process is too data intensive at this point to allow merges to be done on multiple accounts at once All commerce-based transactions are supported – Events, Donations, Memberships and Commerce Forms

10. September Release Additional Items View full site option in Mobile Ready Template Designs Support email address in admin Find Member Record; and add “Email is Valid” value to results Removal of the system generated IE8 meta tag Additional performance enhancements

11. 913.888.0772 | imodules.com Thank you! Mark Werner mwerner@imodules.com linkedin/in/wernermark