Release 2025.10

CMS: Enhanced Flexibility for Email Notifications in Forms & Surveys

Your organization uses surveys to collect information from visitors, such as contact forms or feedback submissions. Sometimes this data needs to be forwarded to external parties—like a catering company that needs to process an order, or a volunteer who doesn't have access to your platform. In such situations, simply sending a link to the platform isn't practical.

Following user feedback, we've restored this flexibility. For each survey, you can now choose whether to include the submitted data directly in the email notification, or redirect recipients to view the results through a secure link.

It's important to carefully consider whether personal data from forms should be sent via email, especially when dealing with sensitive information. If you choose to send emails with data included, consider establishing separate agreements with recipients to ensure compliance with privacy regulations.

CMS: New Interface for Web Blogs

Your organization publishes blog posts across various blogs to inform and inspire members and donors. With multiple blogs, it can become challenging to quickly select the right blog or adjust its settings.

Blogs are now displayed as cards instead of a list. This provides a much clearer overview and makes it easier to quickly find the right blog. The design now aligns with what you may already know from Communities or from the multi-administration overview in Finance and Memberships.

Adjusting blog settings is now easier as well. Within each blog, you'll find a gear icon where you can access the settings. In release 2025.11, additional enhancements will be added to make the functionality even more consistent with the aforementioned products.

CMS: Article Visibility at a Glance

Your organization publishes different types of content: public information for everyone, as well as articles intended only for specific groups such as members, donors, or board members. When managing this content, you want to quickly identify which articles have restricted access, so you can immediately understand why certain content is or isn't visible to visitors.

Until now, pages and categories in the menu structure already displayed their restricted accessibility through a 'user account icon.' However, this overview was missing for articles.

Now you can also see at a glance whether articles are only visible to specific relationship groups. The familiar 'user account icon' now appears next to articles with restricted visibility as well. This gives you much faster insight into your content's accessibility and allows you to see at a glance why an article is or isn't shown to certain visitors.

CRM/Meetings & Events: Filter by End Date for Follow-up Actions

Your organization regularly organizes courses, training sessions, or other meetings. After completion, you often want to take targeted follow-up actions: invite non-members to become members, inform course participants about other available courses, or prevent participants in multi-day training from being contacted with other communications during the program.

The CRM already offers extensive filtering options for meetings. Now you can also filter by meeting end dates. This allows you to create relation lists with, for example, all participants whose training ends today, or students who completed a course last year. This enables you to automatically reach out to non-members for membership through Marketing Automation journeys after they've attended a meeting, or invite course participants to follow-up courses.

Finance/CRM: Search and Filter by E-invoicing Preference (Peppol)

Starting January 1, 2026, it will be mandatory in Belgium to send business-to-business invoices via Peppol. To prepare for this change, you want to identify which debtors are not yet using e-invoicing via Peppol, so you can inform and guide them through the transition in time (see also the next release note).

You can now easily discover which debtors still receive invoices by email instead of via Peppol. This can be done in two ways: by searching in the CRM or by filtering in the debtor overview.

In the CRM, use the search option 'Invoices (per administration)' with the new filter option 'Send e-invoice via'. Here you can choose between 'email' and 'Peppol'. To find all relationships that are not yet using Peppol, filter for debtors who still receive invoices by email.

Additionally, the same filter option has been added to the debtor overview in Invoicing, allowing you to quickly see from this overview which debtors still need to switch to Peppol invoicing.

Finance/CRM: Enter Peppol ID via Profile and Registration Forms

Now that sending business invoices via Peppol will be mandatory in Belgium, you want to ensure you have the correct information from your business relations. If this information is still missing, you want to make it as easy as possible for them to provide it. Business debtors can now submit their Peppol ID through registration and profile forms. The system supports two scenarios: when your members are themselves the company receiving invoices, and when your members are contact persons acting on behalf of their company.

When members are the company themselves

You add the 'Peppol ID' field to your form, just like other form fields. The field is automatically split into two parts: a scheme field and a number field. In the scheme field, the user selects what the number represents—for example, Chamber of Commerce number, business registration number, or VAT number. The available options vary by country.

When members are contact persons

Do you use Organizations & Persons to manage business relations? Then you use the 'Organization Peppol ID' field. This assigns the Peppol ID to the company (the actual debtor), not to the person filling out the form.

Automatic validity verification

To prevent invoicing issues, the system automatically verifies whether the entered Peppol ID is valid. This verification is performed through Dokapi, the service provider for Peppol invoicing. If the Peppol ID is not found, the user receives an error message. Only Peppol IDs registered with certified Peppol service providers are accepted.

Marketing Automation: Compare Different Strategies with 'Split by Percentage'

When improving your journeys, you often face choices: does a personal approach work better than a business one? Do donation emails generate more results in the morning than in the evening? Or do you get more responses with subject line A or B? Until now, testing different approaches was challenging because you had to manually create groups and compare results.

Marketing Automation has therefore added a new step: 'Split by Percentage'. This step automatically divides your relationships across two routes. You set the percentage yourself, for example 50%-50%. Route A then receives one half of your relationships, Route B the other half. In each route, you can try a different approach. By comparing the results, you can see which works best for your organization.

The distribution doesn't happen randomly, but in a smart way that ensures the percentages are exactly correct.

Learn more about setting up and measuring results in the help center