Feature Updates | August 2026

Ask Edna

New capabilities

• Create a dashboard from a fundraising question. Ask Edna can create a new presentation-style dashboard after you confirm the request. The analysis runs in the background. A notification and email tell you when it is ready.
  
• Prepare a support request from an Edna conversation. Edna can prepare a support request when you ask or when it cannot answer. The support modal uses facts from your conversation. You can review and edit the request before submitting it.
  
• Move play requests into Playbooks. Requests to build a play now return a deliverable or direct you to Playbooks.

• Confirm the audience strategy before Edna builds it. For a campaign audience, Edna explains who it targets and why, then waits for you to select Yes, draft this audience or Not yet before it opens the audience builder.

Fixes and improvements

• Requests for Insights capabilities outside your plan now explain the limit and provide an upgrade path.
• Closed fiscal-year questions keep the correct year type and label in filters and generated links.
• Audience requests with inclusion and exclusion periods now return the combined audience.
• Retention answers use the full cohort when the source supports it. Edna explains when an active-donor-only source limits the answer.
• Edna asks whether a giving band is new or existing instead of choosing without confirmation.
• Several metric requests now handle missing year-type inputs and replace internal-error language with clearer responses.
• Filter guidance for Time Period versus Gift Date is clearer.
• Saving your organization's settings no longer clears the brand content used for Edna's content generation.
• Help Center search returns better results for acronym and glossary-style questions.
• Edna is clearer about complex giving-band or multi-audience export requests instead of treating them as a single simple filter.
• Monthly gifts-and-donors breakdowns and custom-timeframe new-donor questions return more complete answers.
• Offer-owner revenue answers now reconcile more consistently with filtered-dashboard revenue.
• Dashboard analysis traces cause-and-effect and year-over-year comparisons more fully.
• Edna's email replies render markdown more accurately.

Learn more in Ask Edna.

Connections, Pathways, and integrations

New capabilities

• See a redesigned Connections list. Go to Settings → Connections for a rebuilt list with Connection Health, including how many records moved today and how many systems are connected, plus an Add system button to connect a new source.

• Review each connection's activity. Open a connection to see Overview, Inclusion filters, Column mappings, and Joined data tabs (file connections also show Information). Header metrics include Records Synced, Last 24 Hours, Last 7 Days, and Days Since Last Issue (file connections show Total Files and Last Upload instead). Overview also shows a Synced records or Files uploaded chart and Recent activity.

• Get notified when a connection goes stale. If an eligible connected source has not sent new data for your organization's freshness threshold (7 days by default), Avid sends a Data Freshness Alert by email and in your Avid account. The alert names the source and includes a Fix action that opens the related connection.

• Marketo Pathways syncs now run on Avid's own sync engine. Marketo uses Avid's Pathways engine with a Lead & Static List destination and an optional Pathway list folder ID setting. See Marketo for setup steps.
• Send audiences to Snapchat Ads. Snapchat Ads is now available as a Pathways destination with setup and mapping support.
  
• Upload more file types. File uploads now accept .xlsx, .xls, and .zip files alongside existing formats.
• Copy setup values faster. Read-only values in Add a System can now be copied in one click.

Fixes and improvements

• Pathway result downloads work again. Use Last Failures and Last Successes when a Pathway has a sync run. If no run exists, Avid now shows a notification instead of doing nothing.
• Scheduled syncs recovered after the July 31–August 4 interruption. They now continue past a failing connection and report each connection failure separately.
• The Pathways mapping and filter icons no longer show a false Connection issue.
• Mailchimp now separates Status For New Subscriber from Status (overwrites existing).
• New Mailchimp contacts default to subscribed when the new-subscriber status field is not mapped.
• Existing Mailchimp contact status stays unchanged unless the overwrite field is mapped.
• Mailchimp tag membership was recalculated for affected Pathways audiences.
• GoFundMe Pro setup now creates its source only after you select an organization. It also repairs missing settings.
• Pardot custom objects are visible, row errors no longer mark a sync complete, and prospect rows remain separate.
• Salesforce Marketing Cloud now cleans data-extension names before creating them.
• The RaiseDonors setup modal now distinguishes RaiseDonors from Virtuous Raise and links to the correct guidance.
• Save works again on a dataset's Information panel inside a connection.
• Pathways destinations now refresh correctly for organizations on a Benchmarks and Intelligence trial plan combination.

Related guidance:

• Snapchat Ads
• What integrations work with Pathways?
• Get Virtuous Raise donation data into Avid
• Legacy RaiseDonors
• Marketo

Insights, dashboards, audiences, and data

New capabilities

• See giving-level setup status. Unsaved giving levels show Not configured. Avid treats them as inactive suggestions until your organization saves its values.

Fixes and improvements

• Upgrade/Downgrade Analysis now labels giving levels using the names your organization tracks in reporting settings, instead of always showing Midlevel and Major.
• In multi-dimension Summary by Period tables, click a funnel row again to step back up a level and clear drill filters and the dimension picker.
• The Appeal Analysis filter search now matches pasted appeal values more reliably (extra line breaks and hidden characters are ignored).
• A saved AI-created audience now appears immediately instead of disappearing into the full audience list.
• Unpinning one chart copy no longer removes copies with different filters or copies on other dashboards.
• Dataset views no longer rebuild twice with conflicting mappings. Avid excludes deleted or superseded mappings and duplicate custom fields, then skips rebuilds when nothing changed.
• When Avid temporarily limits requests, a dedicated page explains what happened and provides a refresh link.

See Your Dashboard: Pinning and Personalizing for related dashboard tasks.

Playbooks

New capabilities

• Import edited Word copy. Use Import Word Doc from Playbook import history to import an edited .docx file.

• Avid confirms a successful import and identifies skipped assets. It also reports invalid files and failed imports.

Fixes and improvements

• Donation and landing-page body copy keeps its paragraph formatting in the touchpoint builder.
• Reviewing a touchpoint no longer marks it as launched.
• Mailchimp multichannel deployment handling has been improved.

See Deploy Playbook email touchpoints to Mailchimp with the right audience for related setup guidance.

Account, support, and agency access

New capabilities

• Require third-party sign-in. An organization admin can require Google, Microsoft, or Salesforce sign-in for organization users.

• Open the Help Center without another password. Signed-in Avid users can access the Help Center with their Avid identity.
  
• Remove agency team members. Agency admins can remove users from the Team list. Removed users can no longer sign in.

Fixes and improvements

• Activity in one Avid browser tab now keeps your shared session active in other tabs.
• Avid now confirms server-side expiry before signing you out.
• The issue-report modal accepts multiple selected or dropped images.
• A cross-tab sign-out loop that could interrupt an active session is fixed, strengthening the shared-session behavior above.

To require third-party sign-in, go to Settings → Organization → Login Security. Enable Require third-party login (Google, Microsoft, or Salesforce), then select Save.

What's next?

• Review FOS 4.0 | The Latest Avid Update for the previous major release.
• Open the linked task guides above when you are ready to configure or use a feature.
• Use Help & Support in Avid when you need to submit an issue.
• Powered By Text is coming soon.