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.

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.

Learn more in Ask Edna.

Pathways, files, and integrations

New capabilities

• 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

• 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.
• 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.
• 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.

Related guidance:

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

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

• 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.

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.