1.
Things You May Not Know
About iMIS
Jeff Spring – ASI
Andrea Robertson - ASI
slides: bit.ly/innov17-may-not-know

2.
/Templates/Samples/Default
Make it yours and move to /Templates
Communications-Default template

3.
Communication Preferences
CAN-SPAM/CASL Compliance
• Configurable types & messages

4.
Communication Preferences
CAN-SPAM/CASL Compliance
• Manage preference link
–Added through Communication
creator
–No login required

5.
Content HTML File Links
Doc system: $/Common/Uploaded Files
Staff site: RiSE>Page Builder
Or...
Or...

6.
Releases
• GA - General Availability
–Fully supported & upgradable
–Hotfixable
• EA - Early Adopter
–Fully supported, upgrade to GA when available
–After EA period, becomes GA
• Interim Update
–Available between GAs
–Supported and upgradable
–No hotfixes

7.
Full width style

8.
Full Width Style
!!!
Just Add CSS

9.
MasterCard 2 Series BINs
• Important Dates
–BINs assigned to issuers: January 2017
–Field Testing: June 2017
• iMIS Versions
–20.2.1 GA: Hotfix
–Q4 2015 GA: Hotfix
–20.2.40 and above: A-OK
–Other Interim: Upgrade
–15; 20.0; 20.1; A-OK
• TechAlerts - SUPER IMPORTANT
https://support.imis.com/hc/en-us/articles/214192626-TECHALERT-MasterCard-Number-2-Series

10.
Site Searches
• Any indexed data (that shows up in the
search results) is searchable through the site
search.
–Name
–Email/website
–Phone
–Company

11.
Site Searchs
• Some things that don't show in the search
results are still searchable
–Description,
Keywords
✓
✓

12.
Site Searches
• Some things that don't show in the search
results are still searchable
–Description,
Keywords
–UD Fields
✓

13.
Site Searches
• Some things that don't show in the search
results are still searchable
–Description,
Keywords
–UD Fields
–Tags ✓

14.
Can I change that list?
• Document system folder for Event queries:
– $/EventManagement/DefaultSystem/Queries/Advanced/Event
• Register Someone Else
– /Registrant Search
• Previously Registered Event Guests
– /Previously Registered Event Guests
• Event Confirmations, to email or not?
– $/EventManagement/DefaultSystem/Queries/Registration
confirmations
• Query menu folders
–Select a query

15.
Logging
What gets logged where?

16.
Logging
What gets logged where?
• Change History
–Panels
–BOs
View: vSoaChangeLog

17.
Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
BOs:
CommunicationLogSummary +
InteractionLog +
InteractionLogEvent

18.
Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
• Process Automation
Tables: TaskLog + TaskLogDetail

19.
Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
• Process Automation
• Windows Event
Viewer

20.
Logging
What gets logged where?
• Change History
–Panels
–BOs
• Interaction Log
• Process Automation
• Windows Event
Viewer
• Scheduler Log

21.
Shortcuts
• Most system processes are
accessed through shortcuts
– All sites or site specific
– Add contact/Create account
– Event detail/Event dashboard
– and lots, lots more!
• Easy to remember & publish!
– http://www.myorg.com/register
• Replace the default shortcut with
your own page/workflow for
upgradability

22.
User accounts
• Problem: Imported contacts sometimes don’t
have login/pw so they can’t log in to pay
dues, register for events, buy products…
• Old solution: Script account creation
–Problem: Not very cloud friendly and a pain in
the ...
• Solution: Create an account an on demand!

23.
Event questions

24.
Mobile First!
• Content should be tested at a
mobile size first
• Google Developers tools make
it easier!
– Not a substitute for testing on actual
devices

25.
Event Group Pricing
• Registrations Options and Program Items
• Chapter
• Committee
• Dynamic Groups (IQA)
• Member Type
• More to come...

26.
Favicons
Ready for a new look? Use your own favicon
from the image gallery

27.
CCO Autopilot mode
• CCO can be configured to work out of a folder
• Tab level security, based on content
• What about
DCCO?
–don’t use it

28.
ASI Hack Day

29.
ASI Hack Day
• DataShowcase
Which also became Communication Creator

30.
ASI Hack Day
• IQA filter reordering

31.
ASI Hack Day
• Favicons

32.
ASI Hack Day
• Object browser quick find

33.
ASI Hack Day
• Interaction log - resend and dowload

34.
ASI Hack Day
• Volunteers

35.
ASI Hack Day
• Cloud friendly cache reset (goodbye IIS reset)

36.
ASI Hack Day
• Dashboards/reports (AutoPay Fundraising,
promo analysis, )

37.
ASI Hack Day
• Recent History

38.
ASI Hack Day
• Create navigation with content

39.
Exporting from IQA
• Export to .CSV treats numbers as….
numbers
– .XLS formats as text
to preserve leading
zeros

40.
Panel secrets
• Secret fields
Auto-updated
–CreatedOn
–UpdatedByUserKey
–UpdatedOn

41.
Documentation
• New and improved documentation
–http://help.imis.com

42.
Support
• Techalerts - make sure you’re subscribed
https://support.imis.com/hc/en-us/sections/202546586-iMIS-20-300-TechAlerts
• New and improved support site
–http://support.imis.com
• Product News
–Subscribe!

43.
Developer Resources
iMISCommunity.com is being retired
• www.advsol.com/asi/DeveloperResources
• Uses iMIS Communities
• Email documentation@advsol.com if
there’s something you’d like added

44.
Resources
• Feedback is always welcome
–productowners@advsol.com
• Sprint review invitations (don’t miss out!)
–productowners@advsol.com
• Stay up to date on what we’re doing -
http://advsol.com/asi/supportportal/devreviewnotes

45.
Things you may
not know about iMIS
Jeff Spring – Sr. Product Manager
Andrea Robertson – Business Analyst
slides: bit.ly/innov17-may-not-know