Released

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.

APIs

• 🟢 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.

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.

Coming Soon

Platform

• 🟡 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).

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.

📘

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

Fraud Preventions

APIsPlatform

✅

As an admin, I want to set up an event monitoring and response system to enhance security and protect against fraudulent activities.

We've fine-tuned your control over event monitoring. Now, set criteria like occurrences and duration, choose actions, and get ready for enhanced security. When a customer breaches rules, your chosen action takes effect. Yet, you retain the flexibility to offer second chances by skillfully managing fraud actions. Get ready for a new level of control and security enhancement!

Segments & Collections

Platform

✅

As a marketer, I want to restrict offerings (coupons, plans, skus, etc.) to specific segments (Prospects, Active Subscribers, Former Subscribers) in order to have better controls over promos and offers.

We've just introduced a game-changing feature that allows you to elevate your promotional strategies. Now, you can effortlessly create segments and allocate offerings such as coupons, plans, and SKUs specifically to these segments. This enhancement brings a new level of control, enabling you to tailor your promotions with precision. Plus, you can easily tie eCommerce SKUs, coupons, and plans to segments during configuration, providing a seamless and efficient experience!

Password Requirements

PlatformAPIs

✅

As a user, I want to have some password requirements to increase security.

We're thrilled to announce enhanced password requirements. Enjoy increased protection with robust standards, ensuring a strong and secure login experience. Plus, we've added temporary lockouts after certain consecutive failed login attempts to prevent unauthorized access!

Ecommerce CRUD APIs

APIs

✅

As a business, I want to have the ability to leverage the Core API for eCommerce functionalities & automations.

With this feature, you can leverage the Core API to create, list, retrieve, update, and delete eCommerce products seamlessly. Required details like Name and Sites, coupled with optional elements such as Caption, Description, Shippable, Image, and Countries, provide you with a robust set of tools to optimize your eCommerce operations.

Ecommerce Webhooks

Webhooks

✅

As a business, I want to have the ability to leverage Pelcro's Core Webhooks for eCommerce functionalities & automations.

Now, with the newly added eCommerce webhooks, you can easily set up automations for eCommerce. Trigger actions for product and SKU events effortlessly, with consistent and detailed responses. We've made it even simpler by adding these new webhooks to logs and notification settings.

Skip Trial Period

PlatformWebhooks

✅

As a business, I want to control my customers' trial period when needed so that I can prevent trial period abuse and minimize conversion time.

With this new feature, you have control to prevent trial abuse and streamline conversions. Click 'Skip Trial' to activate your subscription instantly. Enjoy greater flexibility and optimize your customer experience!

Enhancements

Introducing Phone Number in Subscriptions & Ecommerce Orders

Platform

⏫

As a business, I want a quick way to identify the phone tied to my eCommerce order contact info, so that I minimize my operational efforts

We've introduced a 'Phone' column in your Subscriptions and Ecommerce Orders views and exports. This addition allows you to quickly spot phone numbers associated with your eCommerce order and subscriptions, making your processes more streamlined.

Campaign ID/Key in Subscription Webhooks.

Webhooks

⏫

As a business, I want to be able to differentiate and implement business logic between subscriptions which are tied to campaigns, and those which are not.

With this enhancement, you now have the power to differentiate and implement custom business logic between subscriptions tied to campaigns and those that aren't.

Sortable Expiry Date and Organization Columns

Platform

⏫

As a business, I want the expiry date and organization columns to be visible and sortable in subscriptions and memberships for improved data management.

We're delighted to announce that now you can view and sort expiry date and organization columns in subscriptions, memberships and customers pages. Experience a more streamlined and efficient data management process with these latest updates.

Introducing 'Referer' Attribute for Magic Link Interactions

APIs

⏫

As a business, I want to gather the source of passwordless login requests, whether it was requested in the mobile application, or through the site.

Now, we are capturing the source of passwordless login requests, distinguishing between the mobile application and the website. This enhancement enables you to personalize communication based on the source of interaction.

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Of course, we know that no software is perfect, which is why we've also been hard at work fixing bugs and addressing user feedback. We're squashing countless bugs to ensure that our software is as stable and reliable as possible. And if you do encounter any issues, our support team is always here to help.

Bug Fixes

Webhooks Update the 'Invoice.Payment_Succeeded' webhook source field to reference the charge source instead of the default payment method.

Storefront Users trying to buy a gift subscription are redirected to the personal subscription flow after logging in instead of the gift flow.

📘

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

Self-Serve Payment Method Actions

SDKAPIsElements

✅

As a customer, I want the ability to Add/Edit/Delete/Set Default payment method(s) via my user dashboard so that I have the correct default payment method set for future purchases.

We're delighted to announce that managing payment methods just got a whole lot easier! Now, your customers can seamlessly manage their payment methods, giving them complete control over their financial preferences. Whether it's adding new methods, updating existing ones, deleting outdated cards, or even setting a default payment method, it's all now directly available through customer dashboard.

Address Management Enhancements

Elements

✅

As a subscriber, I want the ability to manage the addresses on my account so I can ensure my billing & shipping addresses are set correctly when I move, and I receive my invoices & print issues at the correct location.

With this new feature, your customers will be able to effortlessly manage their addresses, ensuring their billing and shipping details are always up-to-date, particularly crucial during relocations. Rest assured that your customers' invoices and print issues will consistently reach the correct destination.

Enhancements

E-commerce Order SKU Filters

Platform

⏫

As an admin, I want to be able to see the total number of sold items on the orders page, this counter should automatically update if I added/removed filters that affect the number of displayed orders.

With this new enhancement on the orders page, you now have an automatic total number of sold items counter. This counter dynamically updates if you add or remove filters that impact the displayed orders. This will let you gain real-time insights into your sales effortlessly.

Add Coupon Code to the payload response of Get campaign Open API

APIs

⏫

As a client developer, I need to verify the Coupon Code tied to the campaign within the online subscription checkout process using a few API calls as possible.

With the addition of the Coupon Code to the Get Campaign API response, now it's easier to verify and apply coupon codes, streamlining the checkout experience and improving efficiency.

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Of course, we know that no software is perfect, which is why we've also been hard at work fixing bugs and addressing user feedback. We're squashing countless bugs to ensure that our software is as stable and reliable as possible. And if you do encounter any issues, our support team is always here to help.

Bug Fixes

Platform When removing the trial period during subscription creation on the platform, it still gets added.

Webhooks Incorrect plan data in invoice.upcoming webhook

Platform Upon updating the end date of a memberships' subscription, several functionalities available through the subscriptions' update menu disappear, such as: domains/ip addresses