SDK Performance Upgrade

We’ve rolled out a major upgrade to the Pelcro JavaScript SDK, focused on speed and efficiency. Our documentation was also improved to

✨ What’s New

• Faster Load Times: The SDK bundle size has been reduced by ~51%, meaning the SDK loads quicker, parses faster, and executes more efficiently for your end users.
• Improved Performance: The SDK now runs more efficiently in all modern browsers, reducing overhead and improving responsiveness.

📖 Documentation Updates

Our documentation has been refreshed to make integration clearer and easier.

• Added a new “Placement in Your HTML” section.
• Introduced “Optimizing with Preconnect” for faster connections.
• Updated the recommended snippet using defer for better performance.

See the updated docs here: Pelcro JavaScript SDK Documentation

📌 Impact

• No changes required on your side — existing integrations continue to work as before.
• Optimized for modern browsers (Chrome, Safari, Firefox, Edge).
• Legacy browser support (like IE11) has been discontinued.

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👉 This upgrade ensures faster, lighter, and more reliable experiences for your end users.

🟢 Feature: USPS Mail Presorting & Reports (via BCC Architect)

We’ve added support for USPS mail presorting and automated report generation (powered by BCC Architect) within Fulfillments. You can now create a fulfillment, configure presorting settings, and generate USPS-compliant reports directly from Pelcro.

The following reports are generated automatically:

• USPS Qualification Report
• Postage Statement (PS Form 3541)
• Mail Sort Summary Report
• CASS Summary Report
• Tray/Sack Labels
• Container Listing Report
• ZIP Code Listing Report
• Detail Zone Listing Report
• Plant-Verified Drop Shipment (PS8125)
• Mail.dat ZIP Archive
• Labels.csv (custom labels including OEL and IMB codes)

This enhancement streamlines your print mailing workflows, ensures USPS compliance, and helps you qualify for automation postage discounts.

📩 To enable USPS mail presorting on your account, please contact [email protected]

🟢 Feature: Introduce Mandrill Integration

We’ve officially added Mandrill to our growing list of integrations. You can now connect your Mandrill account directly through the platform to start sending transactional emails — making your workflow smoother and your life easier.

🟢 Feature: Flexible Payment Gateway Onboarding

We’ve improved the onboarding flow to reduce delays caused by mandatory payment gateway configuration. The updated flow lets you select and configure any supported payment gateway with a new, streamlined layout.

This enhancement ensures clients can explore and use Pelcro more quickly, while keeping payment-dependent features secure and properly gated.

🟢 Feature: Manage Subscription Metadata via Subscription Actions

We’ve added the ability to create and update subscription metadata directly through subscription actions. This enhancement allows you to store and modify custom metadata on subscriptions, enabling more flexible integrations and richer subscription management workflows.

🟢 Enhancement: Revamped Account Switcher Page

We’ve refreshed the UI/UX of the account switcher page in the platform, making it cleaner and easier to use. This is the first step in a series of incremental updates aimed at enhancing the overall platform experience, so stay tuned for more improvements to come.

🟢 Feature: Purchase Order Support on Invoices via Core API

You can now add and update purchase orders on invoices directly through the Core API. Both the Create Invoice and Update Invoice endpoints have been enhanced to accept a purchase_order field, enabling smoother integration for systems that require purchase order tracking alongside invoicing.

🟢 Improvement: New Roadmap Portal

We’ve updated the “Suggest a Feature” button in Pelcro to now point to our new roadmap and feedback portal.

Through this portal, you can:

• Submit new feature requests directly to our team
• Gain visibility into Pelcro’s product roadmap
• Track the progress of your requested features
• Vote on ideas from the community
• Join open discussions with other Pelcro clients

This ensures greater transparency and collaboration, giving you more influence over the evolution of Pelcro’s platform.

🟢 Feature: USPS Address Cleansing (CASS-Certified)

Pelcro now supports CASS-certified address cleansing for all U.S. shipping addresses. This fully automated process runs during address creation or updates and is designed to reduce returned mail, ensure accurate delivery, and help your business qualify for USPS automation discounts. For more details, please see here.

This feature ensures addresses are:

• Properly formatted to USPS standards
• Validated for deliverability (DPV®)
• Enriched with ZIP+4®, carrier route, DPBC info, and more

📩 To enable this feature, please reach out to [email protected]

🟢 Feature: Creation Automation Action in Campaigns
We've introduced a new Creation automation action in the automations module, expanding the automation capabilities alongside existing actions like Renewal.

✨ Key Enhancements:
New Action Type: Creation can now be selected as an automation type.

Conditional Input Fields: Once Creation is selected, three additional input fields become available:

• Classification (optional): This will be stored under subscription metadata.
• Request Type (optional): This will be stored under subscription metadata.
• Collection Method Dropdown:
  • Charge Automatically: Automatically charges customers using their default payment method.
  • Invoice Customer: Generates an invoice for manual payment.

🟢 Feature: Support for Multiple Google SSO App IDs (Web, iOS, Android)

We've expanded Google SSO support to accommodate multiple platforms by introducing two new fields in the Site Settings: Google App ID (iOS) and Google App ID (Android), in addition to the existing Web App ID. This allows seamless SSO integration across Web, iOS, and Android using the correct platform-specific client IDs. This ensures reliable authentication flows without being limited to a single Google OAuth Client ID.

🟢 Feature: Cancellation Automation with Mode and Refund Options

We've introduced Cancellation Automations to the Campaigns module, allowing you to programmatically cancel subscriptions in bulk based on targeted segments. During setup, you can configure the cancellation mode—immediate, end of current phase, or end of last period—as well as choose a refund option: no refund, refund to balance, or refund to payment method. You can also combine this with an export action to generate a detailed report of affected subscriptions. This feature streamlines large-scale subscription management for time-bound campaigns, policy changes, or operational workflows.

🟢 Feature: Segment by Subscription Metadata

Segments can now be defined using subscription metadata key-value pairs, similar to customer metadata filtering. This allow you to create more targeted segments by leveraging custom fields stored on subscriptions, enabling flexible audience definitions based on the subscription metadata.

Platform

🟢 Feature: Ability to Cancel Pending Refunds from the Platform

We've introduced the ability to cancel pending refunds directly from the platform. Collaborators can now select one or multiple pending refunds and use the new "Mark as Canceled" button, located next to the existing "Mark as Processed" action. This button is enabled only when pending refunds are selected, mirroring the behavior of other refund actions. This update is also supported via the core API, offering greater control and flexibility when managing refund workflows.

🟢 Feature: Pelcro now supports ACH Direct Debit payments through Stripe

You can now allow U.S.-based customers to pay using their bank accounts, helping reduce card processing fees—especially useful for high-value or recurring transactions.

How to enable:

• Go to Integrations > Payment Gateways > Stripe
• Ensure ACH Direct Debit is activated in your Stripe Dashboard

Once enabled, ACH will appear as an available payment method during checkout.

🟢 Feature: Introduce Gift Subscriptions Report

We've added a new "Gift Subscriptions" report to the platform under 'Analytics'. This report allows collaborators to view and export a list of non-redeemed or redeemed gifts, making it easier to track the status of the gifts and identify inactive users.

The report is accessible from the Reports section and supports export functionality for deeper analysis.

🟢 Feature: Company Name Field in Account Settings

You can now add a Company Name under Settings > Account Info. This will be reflected in areas like multi-account switching, making it easier to identify and manage accounts across the platform.

🟢 Feature: Improved Data Export Accuracy with updated_at Column

We've added the updated_at column to all exports that support mode=modified_data. This enhancement ensures that records are accurately included based on when they were last modified, improving the reliability of export data and helping teams identify missing records during time-based exports. The column appears at the end of the export file and is now available on both the platform and core API.

UI

🟢 Enhancement: Customizable Membership Status Access

The JS SDK now gives you more control over who can access your gated content. You can define which membership statuses should be allowed access by using the new Pelcro.uiSettings.membershipSubscriptionStatusAccess setting.

If you don’t configure this setting, the SDK will default to the following allowed statuses:
["active", "extended", "trialing", "past_due"]

To customize which statuses are allowed, simply update your configuration like so:

Pelcro.uiSettings = {
  membershipSubscriptionStatusAccess: ["active"] // Only allow active members to view content
}; 

This update makes it easier to manage access rules and gives you more control over your content!

Platform

🆕 New Feature: AI-Powered Co-Pilot (Enterprise Only)
We're excited to introduce Pelcro Co-Pilot — an AI-powered assistant that helps you instantly answer complex business questions using your subscription data.

Think of it as ChatGPT for your analytics. Ask questions like:

• What percentage of subscribers successfully renew at the end of their subscription term?
• Which plans or promotions are driving the most revenue growth?
• What is our quarterly subscription revenue in the last 5 quarters?
• How many subscriptions expired each month, segmented by digital vs. print?

🔓 7-Day Free Trial Available
You can activate a free 7-day trial by clicking the Co-Pilot button in your navigation bar. After the trial, Co-Pilot is available exclusively to Enterprise accounts. To continue using it, contact your account manager.

This is just the beginning of a smarter, faster way to work with your data!

APIs

⚠️ Update: Throttling Introduced on IP Authorization Open API

To protect the stability and performance of our infrastructure, we’ve introduced throttling on the IP Authorization Open API endpoint.

This measure is necessary to ensure fair usage and to safeguard the platform against patterns of excessive or abnormal access, without affecting legitimate and expected use cases of this endpoint.

Platform

🟢 Feature: Metadata Filtering in Subscription Segments
We've introduced Metadata Filtering in Subscription Segments, allowing you to refine customer segments based on specific metadata key/value pairs. For more details, please see here.

What's New?
Metadata-Based Segmentation: Add custom metadata key/value pairs to segment customers more precisely.
Flexible Filtering: Use the "+" icon to add multiple metadata filters when defining customer segments.
Enhanced Reporting: Generate reports based on metadata fields, ensuring full segmentation capabilities extend to metadata-driven filters.

This update enables more granular customer segmentation and better reporting, improving the way you manage and analyze subscriptions!

APIs

🟢 Enhancement: User ID Filtering in Core API Endpoints
We've added user_id filtering to key Core API list endpoints, making it easier to search and filter data efficiently. For more details, please see here.

What's New?

• Enhanced Filtering: You can now filter subscriptions by user_id and organizations by id.
• Improved existing capabilities: Now supports user_id filtering in:
  • Customers
  • Invoices

This update improves query efficiency, making it easier to manage and retrieve relevant user data!

Platform

🟢 Feature: Ability to Change Plans for Active Subscriptions

Active subscriptions now support plan modifications directly through the platform. Customers can upgrade to a higher-tier plan or switch to an equivalent-priced plan. The system automatically updates subscription details and recalculates prorated charges for upgrades, ensuring seamless billing continuity. For more details, please see here.

🟢 Quick Access to Pricing Plan from Subscription Details

A direct link to the plan in the Pricing section has been added to the Subscription Details view, allowing for quick access to pricing plan details. If a plan has been deleted, the link will not be included.

🟢 Multi-Currency Support for E-commerce Purchases

Customers can now purchase e-commerce items in different currencies, regardless of their configured currency. The previous one-currency restriction has been removed across all relevant flows, including the platform, Core API, and open APIs/SDK. This update enables greater flexibility in transactions, allowing seamless multi-currency purchases for E-commerce items.

Bug Fixes

🟢 Fixed HTTP 500 Error When Searching Webhook Logs by Event Type

Resolved an issue where searching for webhook logs by event type resulted in an HTTP 500 error. Webhook log searches now function as expected without errors.

Platform

🟢Removed State Validation for UK Addresses

We have updated the platform to remove state validation for addresses where the country is set to "United Kingdom," as taxes do not require a state field. This change applies to all relevant Open API endpoints, Core API endpoints, and platform workflows. Additionally, the "State/Province/Region" dropdown will no longer appear when "United Kingdom" is selected, simplifying the address creation and editing process. Finally, existing customers with populated state fields for UK addresses will not face any issues, ensuring a seamless transition and an improved user experience.

🟢Enhanced Failed Payments Export with Braintree Failure Reason

The failure reason for transactions processed via the Braintree payment gateway will now be included in the Failed Payments Export. This enhancement applies to payments received after this release, providing improved visibility and transparency into payment failures.

🟢Enhancement: Braintree Gateway - Custom Descriptor & Configurable Dynamic Descriptor Support
Added support for passing a custom descriptor in the transaction object to include the site name for better transaction identification.
Configuration Option: Introduced a flag to enable or disable dynamic descriptors, giving users more control over their settings.
Important Note: Dynamic descriptors are not enabled by default on all braintree accounts. If you encounter a validation error or if descriptors are not displaying as expected, please contact us for assistance.

🟢Enhancement: Improved "Billed To" Name Display in Invoice View & PDF
We have updated the "Billed To" section in the invoice view and PDF to display the first name and last name from the default billing address. If no default billing address is attached to the customer, the system will fallback to the customer's first and last name to ensure accurate billing information.

APIs

🟢Enhancement: Include Discount Attribute in Invoice API Response
We have updated the Invoice API response to ensure that the discount attribute, along with the associated coupon information, is properly included. This enhancement provides better visibility into applied discounts, ensuring accurate and comprehensive invoice data.

Bug Fixes

🟢Fix: Handling Null "paid_at" Field in Webhook Payload
We have addressed an issue where the "paid_at" field occasionally appeared as null in the "invoice.payment_succeeded" webhook payload for the Braintree gateway. This fix ensures that the payment timestamp is correctly recorded and reflected in webhook events for improved data accuracy and reliability.

Platform

🟢Added customer.mail_marketing to list & fulfilment exports

The customer.mail_marketing field is now included in the Lists Export and Fulfillments Export. This enhancement ensures customer marketing preferences are exported seamlessly. Improves data availability for marketing and fulfillment processes.

🟢 Enhancements to Deferred Revenue and Accounts Receivable Exports

Aligned the Deferred Revenue and Accounts Receivable exports by ensuring all fields, including plans, products, invoice number, invoice date, invoice status, invoice amount, and customer information, are consistently included in the AR export. Any newly added columns are appended to the end of the file for improved compatibility and easier integration. Additionally, monthly download buttons have been added for both AR and DR reports, enhancing usability and providing quick access to periodic data for efficient financial analysis and reporting.

🟢New Monthly Debit-Credit Journal Entry Report

Introduced a consolidated export for monthly debit-credit journal entries, enabling efficient reconciliation of accounting ledgers. The new report combines data from all relevant ledgers into a single file, eliminating the need to manually download and review 10 separate files. This export streamlines financial reporting processes for your finance teams and improves transaction tracing efficiency.

🟢 New Feature: Risk Assessment Logs

We've introduced a dedicated log management system for the Risk Assessment module, providing a streamlined way to analyze and export critical data.

• Centralized Log Access: A new View Logs button has been added to the Risk Assessment page, enabling users to navigate directly to the Logs page with the Risk Assessment tab pre-selected.
• Detailed Insights: The Risk Assessment tab consolidates key information such as:
  • Date
  • IP Address
  • HTTP User Agent
  • Risk Score Threshold
  • Recaptcha score, response code and origin.
• Export Functionality: You can now export logs in CSV format, featuring essential fields for auditing and troubleshooting, eliminating the need for manual data compilation across multiple sources.
  This update enhances visibility into risk assessment activities, making auditing and troubleshooting processes more efficient for your teams.

APIs

🟢New Endpoint: Fetch SKU by ID

Introduced a new API endpoint to retrieve SKU details by ID. Refer to the API documentation for details on usage. This simplifies SKU management and retrieval processes.

Platform

🟢 Display Company Field in Address Tab and Dropdown

• The Company field is now displayed on the Address tab in the Customer View for improved visibility.
• The Company name is now visible in the address dropdown when setting up a new subscription, enhancing the user experience and accuracy.

This update ensures better transparency and usability when managing customer addresses.

🟢 Adjust End Date for Self-Renewing Subscriptions with Scheduled Phases

• Enhanced the Change End Date feature to support self-renewing subscriptions with scheduled phases.
• The functionality is now displayed only when the last scheduled phase becomes active, ensuring precise and accurate adjustments.

This update builds on the existing Change End Date capability, offering better handling and flexibility for subscriptions with complex renewal schedules.

🟢 Added Product Name & Customer Email to Ecommerce Orders Export

The orders export feature now includes Product Name and Customer Email fields, providing more comprehensive data in your reports. This enhancement simplifies customer outreach and product-specific analysis, enabling more targeted marketing efforts.

🟢 Enhanced Invoice PDFs with Complete Information

Invoice PDFs now include all data points displayed in the invoices view, ensuring consistency and accuracy. Added fields include Shipping To, Phone Number, Purchase Order, Currency, Collection Method, and Reference(s). This update improves invoice tracking and management by providing all relevant details in a clear and structured format.

Webhooks

🟢 Member Webhook Enhancements

A member.updated webhook has been added to notify clients when address_id changes, ensuring accurate updates. Additionally, address_id is now included in the payloads for member.activated, member.created, and member.deleted events. All webhook payloads align with the current member's payload structure, ensuring consistency and clarity.