---
agentTools:
  projectIndex: https://docs.pelcro.com/llms.txt
---

# 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.

#### ✅ **What's New:**

* New **Custom CSS** input field available under **Settings → 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 — without workarounds or platform-level changes — making it easier to deliver a consistent, on-brand subscriber experience.

<Image align="center" src="https://files.readme.io/fc880c4541be692d4a1223582fc6ebd1d05b20225d06ab30f53e1b8e75652754-Screenshot_2026-05-11_at_8.08.34_PM.png" />

***

## 🟢 **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.

#### ✅ **What's New:**

* Upgraded Collaborators page to the modern Preline template
* New **Last Login At** column added to the collaborators table — 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 — strengthening security posture and reducing compliance overhead.

<Image align="center" src="https://files.readme.io/4932f6025d4de0120b718815b21a3755316775c57bd07a3fce914fdad8d7eab7-Screenshot_2026-05-11_at_8.12.08_PM.png" />

***

## 🟢 **Platform: Upgraded Payment Link Page UI**

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

#### ✅ **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 — improving conversion confidence and overall polish.

<Image align="center" width="450px" src="https://files.readme.io/f907145934756b7cc71cd6a324f7efaf65cf3b23309c8ac1d1cf04e9cc825b4c-Screenshot_2026-05-11_at_8.15.44_PM.png" />

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***

## 🟢 **Platform: Pelcro AI Agent — 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.

#### ✅ **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 — 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 — 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 — making the agent reliable for high-volume workflows.

<Image align="center" src="https://files.readme.io/86492465eedd7f8bc54fbbe018ef9935fe4784c45c2bf25031c94c922f6cc6b5-Screenshot_2026-05-11_at_8.20.34_PM.png" />

<Image align="center" src="https://files.readme.io/1b339a41dbb45baff75f6b50b170e77952ac5bf88ee294d90af06c6504dc4dcd-Screenshot_2026-05-11_at_8.18.39_PM.png" />

***

## 🟢 **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.

#### ✅ **What's New:**

* Payment page rebuilt using the new Preline UX template
* Same plans, same layout, all functionality preserved — 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 — improving conversion confidence and overall polish.

<Image align="center" src="https://files.readme.io/03d8b5c6c87e6119cfd53509023ceb7e7e90bad6a19f803472157f3164e989d3-Screenshot_2026-05-08_at_5.15.33_PM.png" />

***

## 🟢 **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.

#### ✅ **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 — improving customer perception and reducing confusion when invoices are reviewed or mailed.

<Image align="center" src="https://files.readme.io/9da2d0a08182ffec6a5964ac3e35b91b4d6cb2e43cdec6ce7e5f76627dd58a10-Screenshot_2026-05-11_at_8.33.24_PM.png" />

***

## 🟢 **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.

#### ✅ **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.

<Image align="center" src="https://files.readme.io/18cdd03c7fc71878361e2fcff18bcf8f5660524d4ba5115dcd9bed6ec97695a6-Screenshot_2026-05-11_at_8.35.53_PM.png" />

***

## 🟢 **Platform: Bulk Mark Orders as Fulfilled**

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

#### ✅ **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.

<Image align="center" width="400px" src="https://files.readme.io/d00f56b38882b22015a48ae8d87761c51f02710c8b39a8602a9bd5a5e0ea8332-Screenshot_2026-05-11_at_8.36.50_PM.png" />

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***

## 🟢 **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.

#### ✅ **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 — increasing conversion rates and reducing payment friction for clients with PayPal-heavy audiences.

<Image align="center" src="https://files.readme.io/284592d9de58f97cfa270515d0e447693349ab5aaaeef33aa92d652cd128656a-Screenshot_2026-05-11_at_8.42.04_PM.png" />

***

## 🟢 **Platform: Archive Segments**

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

#### ✅ **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 — making it easier to navigate the platform and reducing confusion caused by deprecated configurations.

<Image align="center" src="https://files.readme.io/fd45bef11fef1b18b6a6ccf1cf8a62fe8b02306de61d228fa363dfe03ce41db5-Screenshot_2026-05-11_at_8.43.34_PM.png" />

***

## 🟢 **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 — eliminating unnecessary pending steps.

#### ✅ **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.

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## 🟢 **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.

#### ✅ **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** — no second report required.

#### ✅ **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.

#### ✅ **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.