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Changelog Category: Planned

Planned items.

Video: Using the builder widget

The Yootheme Pro page builder supports WordPress widgets and, in fact, ships with a “builder” widget that allows you create complex layouts within a widget and expose it on various pages or in a specified position. This video will walk you through how to do it and what things you should consider when using a widget.

Video: WooCommerce & Page Builder

We love the way the page builder allows you to easily map in content to all of the various elements. What makes it really shine is the abilty to pull in data from a variety of sources, not just the default WordPress pages, posts, etc.

The Page Builder natively supports WooCommerce and its products, making it super easy to build a fully functional site that is native to your site’s style. This will be the first of a series of videos to help you get up to speed on setting up and working with WooCommerce.

MX Audit & Testing

We’re planning an audit of all client MX settings to ensure that email settings are correct and optimized for deliverability. This audit is the result of recent changes in the enforcement of DMARC and DKIM standards that have caused some inconsistency in email deliverability.

Re-evaluating our recaptcha implementation

Consistent with our ongoing review of currently supported plugins, we’re planning to undertake a review of our recaptcha implementation across Greenleaf ONE sites. This is also driven by the fact that more and more Greenleaf ONE clients are developing sophisticated portals that leverage website authentication. Use of recaptcha is vital to controlling spam registrations along with other types of spam related activities.

Currently, recaptcha implementation is accomplished in a variety of different ways including via multiple plugins and recaptcha versions. We want to review both and consolidate on to a standard such that it provides better performance for clients and is more easily maintainable by us.

Video: Using advanced custom fields

We have several videos already produced and more in the queue. Once we have the Greenleaf Client Portal up and running, we’ll flip the switch on our long promised video library. In the meantime, we’re planning more videos, one of which is on the use of custom fields in WordPress. This is a big topic with lots of complexities and lots of potential. But, we’ve received some requests on this topic so we’re planning to produce an overview of how to get started using custom fields in WordPress and in conjunction with the page builder.

Return of monthly webinars

Expect to see more live webinars coming online soon. These will be geared both to new users interested in getting an overview of specific functionalities as well as advanced users that want to take a deeper dive.

Historically focused on CiviCRM, this new webinar series is expanding to include all of Greenleaf ONE’s functionality and will provide an overview of various topics from using the page builder, custom post types, custom fields and much more.

Support for RFM Analysis

There is a new extension available in the CiviCRM ecosystem that supports RFM Analysis (Recency, Frequency, Monetary value), an emerging trend in marketing that attempts to better track and understand constituent engagement. This analysis is equally important in the nonprofit space as it can be applied to better understand donor intent and capacity. We’re currently evaluating this extension for Greenleaf ONE. More details can be found at https://civicrm.org/extensions/rfm-analysis and at https://lab.civicrm.org/extensions/rfm.

CiviCRM support for Google Tag Manager

If we’re managing your analytics, then we are using Google Tag Manager, a little known tool that simplifies tracking without causing code bloat in the various tracking scripts that can be embedded in your site (like embedding Google Analytics, Facebook Pixel, LinkedIn tracking, and a lot more!). Up to now, there was no good way to track transactions in site analytics using CiviCRM data without significant customization. This prevented organizations from, for example, tracking the monetary value of an email campaign or of changes to their website.

A new extension for CiviCRM changes the game and makes it easy to leverage Google Tag Manager to track data across contribution and event pages. We’re currently evaluating this extension for inclusion into Greenleaf ONE.