Released

🟢 ⭐ Enhanced Reporting and Analytics

This update introduces significant improvements to our Reporting and Analytics section, providing users with more comprehensive and actionable insights into their subscription and financial performance. Key enhancements include:

• Report renaming: Reports have been renamed for better clarity and consistency.
• Non-cumulative data display: Charts now display data for specific time periods, allowing for more accurate analysis.
• General section enhancements: Clearer descriptions and infotips for each report.
• Reporting Totals Cards: Clear display of the totals for each report, categorized by each series.
• Table view improvements: Simplified table structure with consistent column headers.
• New reports: Introduction of new reports and removal of redundant reports.
• Invoice reporting: Improved reporting for invoice and payment amounts.

Future updates will include UI enhancements, improved filtering mechanisms, and expanded chart customization options.

🟢 ⭐ Tax Exemption for Specific Customer Profiles

This update introduces a new feature to identify and process orders for customers who qualify for tax exemption based on their customer profile. Tax-exempt customers will no longer be charged sales tax, ensuring accurate billing and compliance with tax regulations. The change impacts new subscriptions and future renewals, while existing subscriptions remain unaffected.

🟢 ✨ Support for 3-year equivalents subscription plans

This update allow admins to create plans with intervals of 36 months, 156 weeks, or 1096 days. Validation ensures inputs beyond these limits are rejected, with updated messages indicating the maximum allowed interval. The Plan APIs (Create/Update) have also been updated to reflect these changes, enabling longer subscription terms for users.

🟢 ✨ Enhanced Sorting and Filtering for Memberships and Subscriptions
Introduced new sorting and filtering options across customers, memberships, and subscriptions to improve efficiency in finding and analyzing customer information.

• Customers:
  • Added filters for "Updated at" and "Last login date."
  • Added sorting by "Phone" and "Verified" status.
• Memberships:
  • Added sorting by "Membership status" and "Member email."
  • Added filters for "Subscription start."
  • Updated filter and column names to better reflect their functionality (e.g., "Membership creation date" → "Membership invite").
• Subscriptions:
  • Added sorting by "Subscription status" and "Cancelled by."
  • Added filtering and sorting for "Renewal type" and "Source."

🟢 ✨ IPv6 Support for IP Authorization

Full support for IPv6 has been added across the endpoints performing IP authorization, including plan IP authorization and members IP authorization. This update enables the use of both individual IPv6 addresses and IPv6 CIDR format, ensuring compatibility for clients using both IPv4 and IPv6. By expanding the platform to handle requests from IPv6 addresses, the update ensures that IP authorization flows work seamlessly.

🟢 ✨ Improved Handling of Won Payment Disputes

This update improves the handling of disputed payments in Pelcro. When a dispute is resolved in favor of the business, the payment status will now automatically be updated to "succeeded," ensuring accurate records and enabling further actions on won disputes.

🟢 ✨ Enhanced Data Export Formatting

This update addresses a common issue faced by clients regarding inconsistent date formatting in exported data. To improve data compatibility and usability, all datestamps in exported data are now displayed in the locale-neutral format (e.g., "yyyy-mm-dd HH:mm:ss"). This ensures that date and time values are recognized correctly in various applications, such as Excel, and maintains consistency and accuracy in date and time representation.

🟢 ✨ Subscription Cancellation Refund Options

This update introduces new options for managing subscription cancellation refunds. Businesses can now choose to either refund prorated amounts directly to the original payment method or credit them to the customer's account balance. This flexibility allows for better revenue optimization and customer satisfaction.

🟢 ✨ Current Address Information on Fulfillment Exports

This update improves the accuracy of fulfillment batches by ensuring that the most recent shipping address associated with a subscription is reflected on the relevant exports. New columns have been added to the fulfillment export to display the current shipping address, preventing potential deliveries to outdated addresses and enhancing the overall efficiency of the fulfillment process.

🟢 ✨ Site Information on Product Listing Page

This update improves the product listing page by adding a new column that displays the site(s) associated with each product. This provides collaborators with a quick and easy way to manage products based on their site assignments, enhancing efficiency and organization.

🟢 🐞 Resolved Issues related to payments and invoices

• Fixed duplication of invoice notes by ensuring that the footer memo is correctly populated when Pelcro invoicing is enabled.
• Corrected shipping and billing address information on the invoice payment page and invoice PDF.
• The system now correctly processes prorated refunds for invoices that are partially paid with the customer's balance, and partially paid with credit cards. Refunds for such payments are now processed successfully, allocated in full to the customer balance, and reflected in accounting records accordingly

Released

Platform

🟢 Braintree Payment Integration

We are excited to announce the integration of Braintree as a payment processor on our platform! This update offers more flexibility and security for your payment processing needs while providing comprehensive support for 3D Secure (3DS) transactions. With this integration, platform admins can easily enable or disable Braintree, and customers can smoothly complete transactions with enhanced security features.

Key Highlights:

• Full Braintree integration for secure payment processing.
• Complete 3DS support for new subscriptions, renewals, payment method additions, and invoice payments.
• Accurate webhook payloads reflecting Braintree invoice links.
• Aligned with platform billing settings, including automatic payment method updates and card decline handling.

🟢 Enhanced Reporting and New Insights:

We’ve made some improvements to our reporting features to provide you with more actionable insights and a more intuitive data experience:

• Table View Changes: The reporting table now features a more intuitive column order for better data clarity:
  Time - Series - Value
• Export Changes: To improve readability, the format of the "created" field in both Subscriptions and Payments exports has been modified from a timestamp to a date-only format (DD/MM/YYYY). Additionally, the column position of the "created" field has been adjusted.
• Adjustments to existing reports:
  • Gross Volume has been renamed to Payments Volume:
  • New Phases has been renamed to Renewed Subscriptions:
• New Reports Introduced:
  • Failed Payments: Stay informed of payment issues by tracking the number of new failed payments within a specific timeframe.

🟢 A new optional field, "Refund Reference," has been added to the refund creation process. This field allows to manually record a reference or a specific payment ID associated (for example, associated with a customer balance transaction). This will enable easier tracking of the source of funds during cash reconciliation.

• Optional "Refund Reference" field added to refund creation (Supports text input).
• Surfaced in refunds section, refunds exports and API responses.
• Backwards compatibility ensured.

🟢 Direct Modification of Collaborator Access and Roles:

This update streamlines collaborator management by allowing Site Owners and Administrators to directly modify an existing collaborator's site access and role without the need for removal and re-addition. With the addition of editable fields for Role and Sites in the Edit Collaborator section, administrators can efficiently manage permissions, reducing the risk of errors. Additionally, all collaborator update actions are now recorded in the Platform activity logs, ensuring enhanced traceability and security for all changes made.

🟢 Introduced country availability settings for individual SKUs:

This update introduces the ability for e-commerce businesses to set country availability for individual SKUs, ensuring that each SKU is available only in the appropriate regions. The SKU creation and editing pages now include a field for setting country availability. Additionally, added a new optional countries parameter in the Create SKU and Update SKU Core API endpoints, allowing businesses to define targeted country codes for the SKU. Webhooks have also been updated to include the countries attribute in ecommerce_sku.created and ecommerce_sku.updated events, and will trigger accordingly when country availability is modified.

🟢 Improved List Builder with New "Membership Role" Filter

A new "Membership Role" section has been added to the list builder, providing greater control over who receives membership deliverables. This filter lets you include or exclude Membership Owners, Members, or both when creating, reusing, or viewing subscription lists. This enhancement ensures that deliverables are accurately sent to the correct recipients, minimizing delays and confusion regarding the roles of membership owners and members.

APIs

• 🟢 Added a new optional attribute default_source_id to the Update Customer API to allow administrators to manage customer default payment methods directly through the Core API. The new attribute accepts the ID of an existing customer payment method. This also mirrors platform behavior related to "Automatic update of default payment method" setting (i.e. If enabled for the customer, updating the default source ID will also update all their subscriptions to use the new payment method).
• 🟢 Added a new optional countries attribute to the Create SKU and Update SKU Core API endpoints, allowing businesses to define targeted country codes for the SKU. This attribute accepts an array of ISO 3166-1 alpha-2 country codes (e.g., ["US", "CA", "GB"]), specifying the regions where the SKU should be available.

Integrations

Stripe

• 🟢 Handling Lost Disputes: Dispute management has been enhanced to accurately reflect lost disputes on Stripe within Pelcro. The system now automatically processes lost disputes by generating corresponding refund and credit note records. Accounting ledgers are updated to reflect the reversed amounts. This improvement ensures data consistency between Pelcro and Stripe, providing a more reliable financial overview.

Platform

• 🟢 Support for 3-Year Plan Intervals: Pelcro's Product Catalog now allows you to set up plan intervals of up to 3 years. This enhancement provides greater flexibility in product structuring, enabling you to cater to longer-term subscription offerings.
• 🟢 Enhanced Subscription Segmentation: Introduced advanced filtering options for subscription segments. These enhancements provide greater flexibility and insights into subscriber behavior. New filters include:
  • Past expiry date: Filter subscriptions based on their expiration date (both relative and absolute).
  • Subscription source: Filter subscriptions based on their origin (e.g., renewal, in-store).
• 🟢 Invoice PDF Enhancements: The Pelcro PDF invoice generator has been enhanced to match a new design template, providing a visually improved and consistent invoice appearance. The updated generator incorporates existing invoicing settings and seamlessly integrates with recent Standalone invoicing Enhancements, ensuring a comprehensive and customizable invoicing experience.
• 🟢 Customer View Improvements:
  • Pagination implemented for subscriptions, orders, addresses, payments, invoices, and activity sections. Expect faster load times and improved user experience when navigating through paginated data.
  • The Customer Activity tab now displays information in a paginated table format, enhancing readability and navigation. This unified view aligns with other Pelcro sections for a consistent user experience, making it easier to manage customer activity, especially for large datasets.

Webhooks

🟢 We've introduced an enhancement to our subscription webhooks that exposes metadata on all subscription webhooks. This update allows users to include custom information, enabling detailed event analysis for better insights and decision-making. Moreover, it allows for personalized and targeted interactions based on specific event characteristics.

API/SDK

• 🟢 Introduced a new Core API endpoint for redeeming subscription gifts using gift codes and customer IDs. This enhancement empowers developers to provide a seamless user experience by efficiently handling subscription gift redemptions.
• 🟢 The Pelcro SDK has been enhanced to allow for direct updating of subscription metadata. This functionality mirrors the existing user metadata update feature, providing developers with greater flexibility to manage subscription information programmatically. The Pelcro.subscription.update method now supports the same metadata parameters as the Open API, enabling efficient modification of subscription details within the SDK.

Bug Fixes

• 🟢 Adding a card during order creation will no longer result in a null charge object in the order.created webhook on the platform.
• 🟢 The "Active" status on the members view has been corrected to accurately reflect membership status as "Pending," "Active," or "Expired," based on subscription and member acceptance.

Platform

🟢 This update introduces several enhancements to how subscription details are displayed and organized on the platform. The updates applies to both Subscriptions & Memberships sections within Pelcro.

• Introducing "Final Phase End" column, providing visibility into the end date considering both the current subscription phase and any upcoming renewals. This will be available on subscriptions/memberships section, details, and exports.
• The following table explains the terminology for key subscription/membership attributes:

• Introducing "Renewal Type" column, providing visibility on whether a subscription is on Auto renewal or Manual renewal, made distinct from the subscription status column. The status column will now show one of the applicable subscription statuses: Trialing, Active, Expired, Past due, Unpaid, Incomplete, or Extended.
• Subscriptions & Memberships section will now reflect the following renamed columns for more consistency in subscription related information:
  • Created → Subscription Start
  • Expiry Date → Subscription Expiry
  • Current Period Start → Current Phase Start
  • Current Period End → Current Phase End
  • Renewal Date → Next Phase Start
• No changes are made to existing column names in exports. However, two new columns are introduced to the subscriptions and memberships exports:
  • final_phase_end
  • renewal_type

🟢 This enhancement introduces automatic tax recalculation for invoices based on the customer's address in cases where the customer address has been updated. Previously, tax rates were restricted from being adjusted for existing invoices when a customer's address changed, and therefore this eliminates need for past workarounds on restricted address changes from the end-customer's side. Customers should now be able to update their addresses seamlessly.

• Given that taxes are enabled on your account, if the address being modified is linked to an active subscription, here's what to expect in terms of tax rates:
  • Same Tax Rate: No change for existing invoices.
  • Different Tax Rate:
    • Existing invoices: Original tax rate applies.
    • New invoices: Recalculated with new address tax rate.
  • Address Updates:
    • Existing invoices/fulfillments: Address remains unchanged.
    • New invoices/fulfillments: Reflects the new customer address.

🟢 Pelcro now supports Direct Debit (BACS) payments through Stripe! This addition allows your UK customers to conveniently pay directly from their bank accounts, offering them more flexibility and control over their payments.

📘

Direct Debit payments are currently supported through our website for custom user interfaces (UIs). However, functionality will be available through the platform for all supported Stripe accounts in the UK that have enabled the setting in the near future. For more information on enabling Direct Debit payments and the timeline for platform integration, please contact our support team at [email protected].

• Enhanced Payment Options: Customers can now choose between Credit Card and Direct Debit as their preferred payment method during checkout.
• Seamless Integration: We've integrated BACS payments seamlessly with Stripe, making it easy for you to activate and manage this new payment method.
• Mandate Management: Pelcro takes care of handling mandates, ensuring secure and authorized Direct Debit transactions.

🟢 Pelcro has strengthened password security! If you have the relevant platform security setting enabled, we now enforce the same strict password requirements for resetting forgotten passwords. This means your account will have a consistent level of protection regardless of how you manage your password.

🟢 You can now search for refunds using customer IDs directly within the refunds list. This update simplifies filtering and locating specific refunds associated with your customers.

🟢 You can now control where your customer goes to pay by setting a "Payment Button Link" in invoice settings. Options include your website, Pelcro's payment portal, or (for Stripe users) payment gateway link. The "Pay Now" button reflects your choice.

🟢 The customer organization details is now included on the invoice PDF as a key detail for use cases where an organization is being billed, and not an individual customer.

APIs

🟢 Pelcro's Core API now offers more features to manage eCommerce orders. You can now through our Core API:

• Retrieve specific orders by ID
• Create new orders.
• Update order status including transitions between "paid", "fulfilled", and "returned"

These features come with validation, error messages, and improved testing. This allows for automation of custom business logic based on order events.

Bug Fixes

• When a gift is redeemed, no updates will be reflected on the gift donor's Mailchimp profile. Instead, the gift recipient's Mailchimp profile will be created or updated.
• The logic for calculating the eCommerce order count on the eCommerce orders section has been updated to ensure it reflects the total number of items within the orders, taking into account when an SKU filter is selected.

Platform

🟢 Pelcro is streamlining its interface! The "Operations" section is now named "Automations" to better reflect its focus on managing automated campaigns and fulfillment processes. Don't worry, everything you rely on is still there - campaign and fulfillment tools remain within "Automations." This is simply a terminology update, so no further action is needed from you.

🟢 This update introduces the ability to export members associated with a specific membership subscription. An "Export" button is added to the membership details view, mirroring the functionality of existing export buttons within the subscription view. Upon export request, a CSV file containing member data is sent to the collaborator's email address. This will enhance the ability to target any segmentation or operational efforts for specific subsets of your audience.

🟢 Now, the main customer phone number will be displayed directly in the "Contact Info" summary on the right panel within Customer Details. This means you'll have easier access to key contact information, saving you valuable time when working with customers.

🟢 We're excited to announce new enhancements to Pelcro Standalone Invoices, giving you more control and streamlining your invoicing workflow.

• Effortless invoice creation: Easily add, edit, and remove invoice line items, ensuring your invoices always reflect the latest details.
• Clear and organized: View and manage your invoice line items in a clear and organized way, with automatic calculations for subtotals, taxes, and invoice totals.
• Greater flexibility: Specify invoice dates and due dates to keep your clients informed and on track.
• Customize your invoices: Add custom notes and set taxes directly on each invoice line item for more accurate and detailed billing.

These improvements empower you to create invoices that are tailored to your specific needs, saving you time and ensuring your invoices are always accurate and professional.

Integrations

🟢 The Pelcro-Klaviyo integration just got a boost! We've successfully migrated to Klaviyo's new APIs, ensuring your existing workflows keep running smoothly. This update not only guarantees uninterrupted service but also opens doors to leverage Klaviyo's latest features for even more powerful marketing automation.

Additionally, you can now send timely invoice reminders to your customers. Pelcro will automatically sync upcoming invoice details invoice.upcoming, including amount due, due date, and more, as custom Klaviyo events. This allows for targeted email campaigns and ensures your customers stay informed about upcoming payments.

APIs

🟢 This update expands the capabilities of the Core API for managing membership users. This functionality enhances flexibility for managing membership users through the Core API.

• Core API now supports two distinct use cases:
  • Adding an Existing Customer: This functionality remains unchanged and caters to scenarios where a customer already exists within the system.
  • Inviting a New Member (No Existing Customer Account): This new functionality allows inviting new members who haven't yet created customer accounts.
• Relying on old_provider_id is no longer required.

🟢 This update introduces a new endpoint on the Core API's membership resource to mimic the functionality of the Open API's corresponding endpoint for IP Authorization. This feature caters to customers who require server-side control over user access based on IP addresses.

• New Core API endpoint for membership IP authorization

🟢 The Open API Geo endpoint now leverages a distributed caching system on edge locations. You should notice significant performance improvements for both the data transfer rate and average response time for requests on this endpoint.

🟢 We've made improvements to the Pelcro Open API to simplify your development process! Previously, specifying the user's language was mandatory for certain actions. Now, the API can automatically detect the preferred language, eliminating the need for you to include this information in every request.

• The Language attribute is now optional for the following endpoints:
  • Customer register
  • Address create
  • Address update
  • Gift subscription redeem
  • Subscription renew
• Automatic language detection: The API now leverages a priority-based logic to automatically detect the user's preferred language:
  • Accept-Language header: The API inspects the Accept-Language header sent by the client to identify the preferred language.
  • IP geolocation: If the Accept-Language header is missing, the API uses the user's IP address (retrieved from Cloudflare) to infer the predominant language based on a built-in library.
  • Fallback language: If both methods fail to determine the language, the API defaults to English.

🔴 Pelcro's Insights API is has reached its end-of-life and will be retired in May 2024. This means applications that rely on it will no longer function after that date. Unfortunately, there will be no replacement API offered at this time. We understand this may cause inconvenience and apologize for any disruption to your workflow. If you have any questions, please don't hesitate to contact our support team.

Webhooks

🟢 We've introduced an enhancement to our webhook logs search and filtering capabilities. This update streamlines log investigations and helps you resolve webhook-related issues faster.

Key Enhancements:

• Target Specific Webhooks: Filter logs by individual webhook endpoint URLs for focused investigation.
• Multi-Select Event Types: Narrow down relevant logs by selecting multiple event types simultaneously.
• Precise Date Range: Focus your search on logs created within a specific date range for efficient troubleshooting.
• Advanced Search: Perform comprehensive full-text searches within the request payload data to identify issues quicker.

Platform

• This update ensures a smoother account switching experience. Fixed an issue where collaborators with specific access might encounter errors when switching accounts.
• Pelcro empowers you with more control over their payment methods! Collaborators and end customers can now delete any payment method directly either from admin platform or the website customer dashboard. This eliminates the need for manual intervention by Pelcro support previously required when deleting sole payment methods or those tied to active subscriptions. This update translates to increased customer autonomy, a smoother deletion process, stronger security through unused method removal, and reduced reliance on manual support. Stringent checks ensure successful deletion only when:
  • There are no active subscriptions or subscriptions slated for cancellation at the end of the period associated with the payment method.
  • No open or past-due invoices exist for subscriptions linked to the payment method.

• Pelcro now gives you more control over default payment methods when creating or deleting new payment methods:
  • By default, new methods won't be set as default if you have existing payment methods.
  • You can still choose to set it as default during creation (through API or a new checkbox on the platform).
  • This update makes managing payment methods more flexible and easier to understand.

• This release optimizes download functionality for exports in Production and Staging environments by leveraging file compression before processing exports, and sending them over to the requester.
  • Users can now download large datasets more efficiently.
  • Compressed file downloads reduce download times and server load.
  • Improved overall system performance for export functionalities.

Integrations

Mather Economics (Market Based Pricing)

We're excited to bring you a powerful new feature: Market Based Pricing (MBP)! We've partnered with Mather Economics, a leading data analytics service, to provide a robust foundation for MBP. Your customer data is analyzed using advanced algorithms, allowing us to generate personalized pricing plans for each subscriber.

This data-driven approach ensures you offer the right price point, which can be leveraged for:

• Increased Customer Lifetime Value: Offer the ideal price point to retain your valuable customers.
• Reduced Churn: Prevent subscriber dissatisfaction with pricing and keep them engaged.
• Automated Renewals: Streamline your process and save time with automated renewal workflows.
• Flexibility for the Future: Our MBP framework is designed to integrate with other data providers, allowing for future advancements in pricing optimization.

Sendgrid

• Customer Event Updates: The customer.created event, along with other SendGrid events containing the customer object, now include the customer.organization attribute, to ensure relevant emails are accurately drafted/directed.

APIs

• Introduced new enhancements to the API Key Management Experience
  • Improved Reliability: We've investigated and resolved issues where API tokens were unexpectedly revoked, causing disruptions.
  • Comprehensive Logging: Added detailed logging to track API key events, including creation, revocation, deletion, expiration, and reactivation. This will aid in troubleshooting and auditing.
  • Proactive Notifications: Implemented automatic email notifications to inform users 30 days before an API key expires, as well as upon expiration. This ensures uninterrupted API usage and minimizes downtime.
  • Admin Reactivation: Admin collaborators now have the ability to easily reactivate expired API keys, offering greater flexibility and control.
• This update enhances the "Update Subscription" core API endpoint by introducing the ability to modify subscription collection method.
  • New Body Parameters: collection_method: Allows specifying the collection method for the subscription. Valid values are: "send_invoice" and "charge_automatically".
• Added a new optional referer attribute to the following endpoints, which allows you to specify the source of the reset request (e.g., mobile app, website). When initiating a password reset, include the "referer" attribute in the API request payload with a string indicating the origin of the request. Password reset webhooks will now include this "referer" information for tracking purposes.
  • Open API Password Reset endpoint
  • Open API Password Forgotten endpoint
• The type attribute is now optional when creating an address via the Open API Address Creation endpoint. If not provided, it will automatically default to "shipping" to streamline the address creation process.

Bug Fixes

• [Platform] Results not meeting criteria in subscription segments when using campaign keys and expiry dates.

Features & Enhancements

Source Tracking for Password Reset Requests

Now, we are capturing the source of the reset password requests by introducing the 'referrer' attribute to the Forgot Password and Reset Password APIs and their related webhooks. This enhancement distinguishes between requests originating from the mobile application and those from the website, enabling you to personalize communication based on the source of interaction.

Enhancements for Offline Payments and Refunds

You can now easily specify payment category, payment reference, and refund reason, providing you with the flexibility and control needed to accurately record payment information. These enhancements streamline your workflow and improve the accuracy of your financial records.

Incorporating Coupon Metadata into Core API

We're introducing an enhancement that will incorporate coupon metadata into the Core API. This enhancement will facilitate marking required special coupons and tailoring functionalities based on metadata attributes.

eCommerce Product SKU Filtering on Core API

Now, filtering eCommerce product SKUs by product ID is available directly through our Core API. This update provides you with a more efficient way to fetch specific SKUs, streamlining your development process and saving valuable time.

Customer Balance Ledger: Opening & Closing

This enhancement ensures that the Customer Balance Ledger dashboard includes both opening and closing balances, providing analysts with a holistic view of customer balances throughout the month.

Features & Enhancements

Tax Support for eCommerce

We're excited to share that our tax calculation system has been extended to support our eCommerce module! Taxes can now be accurately applied to eCommerce orders, ensuring compliance and transparency. These improvements streamline order creation, invoice generation, and returns, ensuring accuracy at every step.

Enhancement to Subscription Status Filter Criteria

We have revisited some of the subscription status criteria filters currently present on the List builder, Segment builder, and subscription section, to ensure clarity on the behavior of each filter. The below table can be used as a guide:

Subscription Section

List/Segment Builder:

Enhanced 3DS Support for UI Flows

We're thrilled to introduce 3DSv2 support to additional UI flows, including creating new subscriptions after a trial period, subscription renewals, and making payments to advance invoices.

Relocation of Dashboard Page for Enhanced Performance

The Dashboard page has been relocated to our Analytics section. Under the Analytics section, you'll now find two subsections: Dashboard and Reports. The Dashboard subsection features the reinstated old dashboard page, providing familiar insights. Meanwhile, the Reports section continues to offer detailed analytics functionalities.

General Performance Improvements

We're introducing cursor pagination for several sections of our platform: customers, invoices, subscriptions, addresses, and payments. While this would provide a significant performance improvement, it introduces the side effect of not having the section totals displayed on top of each section.

As an alternative, email notifications accompanying data exports will now include all the essential details like the export file name, what's being exported, date ranges applied, as well as the exported records total count.

Features & Enhancements

Allow Adding Expiry Date To Paid Plans

With this feature, you will have the ability to automatically cancel all subscriptions associated to a given plan with a specific duration, once the plan expiry date is reached. This allows you to set up plans for your customers which are only available for a limited time.

Faster Customer List Loading

We're excited to share that our platform now offers faster customer list loading times with the implementation of cursor paginator, ensuring swift navigation through your customer data. We believe these improvements will optimize the performance and provide a smoother user experience.

📘

Are you brimming with brilliant ideas on how to make our platform even better? We're all ears! Share them with us here.

New Features

Ability To Reuse Plan Configurations

Platform

✅

As an admin, I want to quickly be able to set up new plans with different price points for existing plans, so that I am able to implement pricing changes/step-ups efficiently.

We're thrilled to announce that setting up new plans with diverse price points for existing ones is now faster and more efficient than ever! Seamlessly implement pricing changes and step-ups with just a click of the new 'Reuse' button. Your pricing management just got a whole lot easier!

Support WebP Images

Platform

✅

As an admin uploading images on our platform, I want the ability to upload images in the '.webp' format so that I can utilize this modern image format for improved compression and quality.

With this new enhancement to your image upload experience, now supporting the '.webp' format, you have the flexibility to utilize this modern image format, bringing you improved compression and quality.

Enhancements

Disallow Deleting Plans Used in Subscriptions

Platform

⏫

As an admin, I want to disallow the deletion of a plan if it is currently associated with any active subscription or subscription schedule to ensure data integrity.

Now, you won't be able to delete a plan if it's actively used in any subscription or subscription schedule. This ensures a seamless experience while safeguarding your ongoing subscription services.

Enhancing Status Field in Lists/Segments

Platform

⏫

As a business, I want to be able to effectively segment my customers so that I'm able to apply the right business logic on offering restrictions.

With this user-friendly enhancement, enjoy the convenience of multi-select status dropdown in customer segments, providing you with enhanced flexibility and more refined segmentations. Plus, we've added the "Extended" status to the available selections for subscription status under customer segments, subscription segments, and lists.

Introduce Open API to Logs

Platform

⏫

As an admin, I want to have the ability to view and search through the open API logs for better insights.

With this new enhancement, you'll gain a deeper understanding of your data and elevate your insights from open APIs. You can now search based on the request URI, IP address, customer ID, and response code, contributing to a more informed and efficient workflow.

Bug Fixes

Platform An exception is thrown when paying with an invalid card during subscription create/renew.