Release 2.7 (Tech Release 1.121)

🟒 Platform: Custom CSS Overrides

We've introduced custom CSS support to the platform, allowing you to fully brand and style the default Pelcro UI without developer intervention.

βœ… What's New:

  • New Custom CSS input field available under Settings β†’ Design
  • Saved CSS is persisted and applied to React Elements
  • Custom CSS is also returned via the site endpoint for use across integrations
  • Design page upgraded to the modern Preline UI

🎯 Impact:

You can now tailor the visual experience of the Pelcro UI to match your brand β€” without workarounds or platform-level changes β€” making it easier to deliver a consistent, on-brand subscriber experience.


🟒 Platform: Last Login & Collaborator Export

We've added last login visibility and collaborator exports to help admins manage internal team access and meet compliance requirements with less manual effort.

βœ… What's New:

  • Upgraded Collaborators page to the modern Preline template
  • New Last Login At column added to the collaborators table β€” sortable, ISO 8601 UTC format
  • New Export Collaborators button generates a CSV file containing:
    • Name, email, role, last login, account creation date

🎯 Impact:

Account owners and admins can now run periodic access reviews, and meet auditor requirements without manually paginating through the UI β€” strengthening security posture and reducing compliance overhead.


🟒 Platform: Upgraded Payment Link Page UI

We've modernized the Pelcro payment link page with a fresh, polished design that better reflects your branding.

βœ… What's New:

  • Payment link page UI rebuilt using updated Preline templates
  • Your logo and primary color displayed prominently at the top of the page
  • Fully responsive across desktop and mobile
  • All existing payment functionality preserved

🎯 Impact:

Customers using the payment link now experience a more professional, trustworthy checkout flow that's visually aligned with your branding β€” improving conversion confidence and overall polish.



🟒 Platform: Pelcro AI Agent β€” Background Bulk Operations

We've upgraded the AI Agent to process bulk operations in the background, eliminating connection drops and timeouts during long-running tasks.

βœ… What's New:

  • Bulk operations now execute as background job batches using a dedicated queue, isolated from the main application queue
  • The chat stream stays lightweight and responsive β€” no more timeouts on large operations
  • Users see "Operation started" immediately, with real-time progress updates via the chat UI
  • Final results are available in conversation history β€” even if the user closes the chat or browser
  • Supports up to 50,000 rows / 64MB per CSV per bulk operation
  • Throttled by the account's rate limit for stability

🎯 Impact:

Admins can now run large bulk imports and operations through the AI Chat Assistant without worrying about disconnections or partial completions β€” making the agent reliable for high-volume workflows.


🟒 Platform: Upgraded Pelcro Plan Payment Page

We've redesigned the Pelcro plan payment page to match the modern Preline UX used across the rest of the platform, delivering a more polished checkout experience for Pelcro subscribers.

βœ… What's New:

  • Payment page rebuilt using the new Preline UX template
  • Same plans, same layout, all functionality preserved β€” visual/UX upgrade only

🎯 Impact:

Subscribers on Pelcro plans experience a checkout flow that's current, consistent, and visually aligned with the rest of the product β€” improving conversion confidence and overall polish.


🟒 Platform: Improved Invoice PDF Address Formatting

We've improved how billing and shipping addresses are displayed on invoice PDFs, following standard postal formatting conventions for better readability and professionalism.

βœ… What's Improved:

  • Addresses now follow a clean, structured format:
    • Full Name
    • Street Address
    • City, State ZIP+4
  • Fixed compressed/duplicated ZIP code formatting

🎯 Impact:

Invoice PDFs are now more readable, professional, and aligned with mailing standards β€” improving customer perception and reducing confusion when invoices are reviewed or mailed.


🟒 Platform: ZIP Code Validation for Print Plans

Admins can now restrict print subscription plans to specific ZIP codes, ensuring only users in serviceable delivery areas can purchase fulfillment-dependent products.

βœ… What's New:

  • New ZIP code restriction setting available at the product level
  • Supports an array of allowed ZIP codes per product
  • Validation enforced during checkout, similar to country-based validations
  • Users outside the allowed ZIP code range see a clear message explaining that print delivery is unavailable in their area

🎯 Impact:

Eliminates unfulfillable print orders by blocking ineligible users at checkout, improving operational efficiency and reducing post-purchase cancellations and customer frustration.


🟒 Platform: Bulk Mark Orders as Fulfilled

The Mass Action menu on the E-commerce β†’ Orders page now supports bulk fulfillment, eliminating the need to mark orders fulfilled one at a time.

βœ… What's New:

  • New "Mark as Fulfilled" option added to the Mass Action menu
  • Apply fulfillment status to multiple selected orders in a single action
  • Confirmation prompt added for irreversible actions
  • Only eligible orders are processed in the batch

🎯 Impact:

Operations teams can now process large batches of orders in seconds, significantly reducing manual effort and accelerating fulfillment workflows.



🟒 Platform: PayPal Added to Payment Link Page

The Pelcro payment link page now supports PayPal as a payment method alongside credit cards, giving customers more flexibility and improving payment success rates.

βœ… What's New:

  • PayPal is now selectable as a payment option on the portal payment page (when enabled)
  • Full PayPal flow supported: redirect, authorization, confirmation
  • Successful transactions are recorded in Pelcro
  • Failed or canceled PayPal payments are handled gracefully
  • Clear PayPal UI option displayed alongside credit card

🎯 Impact:

Customers who prefer PayPal can now complete payments directly from the payment link page β€” increasing conversion rates and reducing payment friction for clients with PayPal-heavy audiences.


🟒 Platform: Archive Segments

Admins can now archive deprecated segments from the platform, keeping the admin UI clean and reducing clutter from outdated configurations.

βœ… What's New:

  • Archive option available for segments with no active subscribers
  • Archived segments are removed from all lists and cannot be selected for new subscriptions
  • Archiving is blocked for segments linked to active subscriptions or campaigns

🎯 Impact:

Admins can maintain a clean, focused segment list β€” making it easier to navigate the platform and reducing confusion caused by deprecated configurations.


🟒 Platform: Add Members as Active by Default (When Email Exists)

The Add Member flow has been improved to automatically activate members when their email already exists on the same site β€” eliminating unnecessary pending steps.

βœ… What's New:

  • When adding a member whose email already exists in Pelcro on the same site, the member is added as Active automatically and linked to the existing user ID
  • When the email does not exist, the member is added as Pending (current behavior)

🎯 Impact:

Members with existing accounts get immediate access without requiring a manual follow-up step, improving onboarding speed and ensuring they appear correctly in lists from day one.


🟒 Platform: Change End Date for $0 Plans

Admins can now shorten the end date of subscriptions on $0 (free) plans, enabling accurate record-keeping and retroactive corrections for free-tier accounts.

βœ… What's New:

  • End date can be changed (shortened) for $0 plans
  • Available via the subscription edit view in the platform
  • Billing exports and reports reflect the updated end date

🎯 Impact:

Restores parity between paid and free-tier subscription management, giving admins the ability to maintain clean historical records and accurate reporting across all account types.


🟒 Platform: Billing Information Included in Refunds Export

Finance admins can now reconcile refunds directly from the refunds export β€” no second report required.

βœ… What's New:

  • Refunds export now includes:
    • Billing name
    • Billing address
    • Payment method (type and last 4 digits)
  • Fields are appended to the existing export format with no columns removed

🎯 Impact:

Finance teams can now reconcile refunds against original transactions in a single report, reducing manual cross-referencing and accelerating month-end close.


🟒 Platform: Donor & Recipient Info in Lists, Segments & Campaign Exports

We've expanded the data available in lists, segments, and campaign report exports to include full customer, billing, shipping, donor, and recipient information.

βœ… What's New:

  • New fields added to the end of list, segment, and campaign report exports:
    • Customer: First Name, Last Name
    • Billing: Address Line, City, State, ZIP
    • Shipping: Address Line, City, State, ZIP
    • Donor: First Name, Last Name, Email, Address Line, City, State, ZIP
    • Recipient: First Name, Last Name, Email, Address Line, City, State, ZIP

🎯 Impact:

Marketing and operations teams can now run targeted campaigns, generate accurate reports, and manage fulfillment and donor recognition workflows without external data stitching or manual cleanup.