What's New in 4.1

Version 4.1 of the documentation covers the features added to ChamberForge since the 4.0 documentation. The first section lists what changed in 4.1. The sections after it summarize everything added since the 3.0 documentation, with links to the details.

New in 4.1

Header

  • The top header was redesigned. The blue send button opens Send Referral directly, and the grid icon (Quick menu) holds Record referral received, Create Group, Record 1-to-1, Add Guest, Add Guest Attendance and Invite to ChamberForge. See Finding Your Way Around.
  • Search is now a field in the header: type and press Enter. See Search.

Group dashboard

  • The group dashboard is made of widgets. Organizers and managers click Edit dashboard to add, remove, move and resize them. See Customize the Dashboard.
  • New widgets: monthly charts for referrals, business closed, 1-to-1s and attendance, Upcoming meetings, Top givers, Recent referrals, New members and My Contributions.
  • Organizations can set one dashboard layout for all their groups. See Dashboards for Your Groups.

Notifications

  • Push notifications when a referral you sent was sent and was viewed.
  • A recalled referral no longer notifies its recipient.
  • New group applications and contact form messages now reach managers by e-mail by default.
  • Membership dues notices to managers (new subscriber, plan change, cancellation, resumption) are also on by default.
  • Likes and comments on your Feed activity are pushed to the mobile app. The e-mail for a like is now off by default.
  • Group organizers and managers are notified whenever a member joins, including a former member who comes back.
  • Guests on a member's RSVP get a reminder the day before the meeting. See Meeting Reminders.
  • See Notifications for the full list.

1-to-1s

  • One record now counts for both people in every group. The Double counting method and its group setting were removed. See How 1-to-1s Are Counted.

Groups and organizations

  • Group Settings are for organizers only. Managers keep the join code controls on the page for adding a member. See Group Settings.
  • Only organization Administrators and Staff can add people to an organization. See Organization Members.
  • Organization API tokens let an organization's own systems send and read its referrals. See API Tokens.
  • The Send Message form on a group's public page is only shown while someone is set to receive it. See Group Public Page.
  • Only an organizer of a group (or an administrator of its organization) can subscribe the group to a plan. See Buy a Subscription.
  • Membership dues are always paid to the group owner's connected Stripe account. See How Members Pay.

Other

  • A Won referral asks the recipient "Would you like to buy (sender) a coffee?" See Buy a Coffee.
  • Business categories can be found by a former name or a related trade. See Business Information.

Home and Everyday Use

  • Feed: your new home page, with activity from all your groups, likes, comments and a My Performance summary. See Feed.
  • Calendar: all your groups' meetings and your 1-to-1s in one calendar, which you can subscribe to from Google, Outlook or Apple Calendar. See My Calendar.
  • Messages: private messages with your connections. See Messages.
  • My Network and Pending requests: your connections, plus one page to accept or reject connection requests, group invitations and profile edit requests. See My Network.
  • Coffee: thank someone with a coffee they can cash out. See Coffee.
  • Discussion Board with @mentions. See Discussion Board.
  • Korean language, alongside English and French. See My Account.

Referrals and Revenue

  • Report a referral or 1-to-1 to several groups at once. See Report to Groups.
  • Recipient list organized by group, with sections for each group, all connections and guests.
  • Private referrals for professions with compliance rules. See Private Referrals.
  • Private amounts and recurring monthly revenue. See Revenue.
  • Public referral link on your public profile. See Public Referral Link.
  • Recall a referral sent by mistake, referral history, and notifications when your referral is sent and when the recipient views it.
  • Only the recipient can now edit a referral's lead details.
  • Lost referrals record a reason.

Groups and Meetings

  • Add people from your connections while creating a group. See Create a Group.
  • Find a Group page to search public groups by location. See Find a Group.
  • Join codes and applications with custom questions. See Join a Group.
  • People with an account are now invited to a group and join when they accept. See Add Members.
  • Managers can edit a member's profile only with the member's permission, for 7 days. See Edit a Member's Profile.
  • Members can leave a group themselves.
  • Late and Excused attendance, and attendance for past meetings based on who was a member that day. See Update Attendance.
  • Meetings shown in the group's time zone, a calendar view, and Add to calendar.
  • File folders. See Files.

Reports

New group reports: Lost Report, Give and Get Balance, Referral Velocity, One-to-One Coverage, Revenue Report - Member Pairs, Category Gap, and three reports for managers only: At-Risk Members, Retention and Churn, and New Member Ramp. Reports also have a Members filter for past members, and export to Excel, PDF and CSV. See Reporting.

Account and Security

  • Sign in with Google or LinkedIn.
  • Sign in with your phone.
  • Two-factor codes by e-mail, text message or phone call, sign-in codes for unusual logins, and trusted networks. See Sign-in and Security.
  • Login History with devices you can sign out remotely.
  • Switch between accounts without signing out.
  • Notification settings for each activity, by e-mail and push. See Notifications.
  • My Data export, a banner image for your profile, and a suggested business category.
  • Restore a deleted account within 30 days. See Delete Your Account.

Billing

  • Group plans with member limits: Free (15), Group (30), Group Plus (50) and Group Max (100). See Plans and Billing.
  • Upgrades, scheduled downgrades, coupons and downloadable invoices.
  • Membership dues: card on file for applicants, and refunds by group managers. See Membership Dues.

What Changed or Was Removed

  • Business Closed is no longer a separate screen. Mark the referral Won and add revenue instead. See Revenue and Business Closed.
  • The My Dashboard home page was replaced by the Feed.
  • Webhooks settings are no longer shown in Group Settings.
  • The 1-to-1 counting method setting was removed. One record counts for both people.
  • The + (Create) menu in the header was replaced by the send button and the Quick menu (grid icon).
  • The API now uses OAuth 2.0 access tokens, and version 3 of the API is deprecated in favor of version 4. See API Overview.