Release 3.1 (Tech Release 1.25)

🟢 Platform: Send Emails Directly from Automation Workflows

Marketers can now trigger automation workflows and compose the email inside Pelcro — no webhook handlers or parallel ESP template library required.

✅ What's New:

• "Send Email (via Pelcro)" is now available as an action alongside the existing webhook notification
• Built-in rich text email composer with subject and body fields, supporting markdown formatting
• Insert-variable picker with a searchable, grouped panel of customer, subscription, invoice, event, and site fields — inserted as styled chips
• Preview and test send against real sample customers from the segment
• For scheduled automations on event-based segments, sends default to customers who newly entered the segment, preventing repeat outreach

🎯 Impact:

Marketers can now launch behavior-driven campaigns—such as dunning reminders—directly within Pelcro, without relying on custom development.

🟢 Platform: Renewal Summary Report

We've introduced a purpose-built Renewal Summary Report that gives you forward-looking visibility into upcoming renewals, replacing manual exports and ad hoc queries.

✅ What's New:

• Per-month renewal cohorts with 17 columns covering counts, rates, and projected revenue
• Renewal counts and rates split by renewal type (auto vs. manual) and collection method (charge automatically vs. send invoice)
• Projected revenue broken out by renewal type, with expected-to-expire revenue reported separately
• At-Risk Revenue column flagging renewals whose default payment method expires within the selected window
• Product Name filter to read renewals per product, plus full CSV export of the dataset

🎯 Impact:

Finance and operations teams gained a single, on-platform view to forecast cash flow and surface at-risk churn before renewal dates.

🟢 Platform: Unified Reports Hub

All reports now live on a single, categorized Reports page, ending the split across Health, Accounting, and General Reports sections under Analytics.

✅ What's Improved:

• Every existing report is consolidated into one view, grouped by category

🎯 Impact:

All reports are now available in one centralized, better-organized location.

🟢 Platform: Expanded Sales Representative Role

We've rebalanced the Sales Representative role to give reps the read, export, and deal-making access they need while keeping billing and subscription changes with Customer Service.

✅ What's Improved:

• Sales reps can now create and edit coupons to support deals
• Added view access to product details, invoices (with download), and subscriptions
• Granular management of customers, organizations, and addresses, plus customer export and password-reset actions
• The standard import tool has been removed from the Sales Rep role

🎯 Impact:

Sales teams gained the visibility and coupon tooling to drive new business, without exposing sensitive billing operations.

🟢 Platform: Reorganized Settings Page

The Settings page has been restructured into clear, workflow-based groups aligned to the setup and operational journey.

✅ What's Improved:

• Settings are now organized into grouped sections: Setup, Payments, Team & Developers, Operations, and Security
• Existing permissions, functionality, and breadcrumbs remain unchanged

🎯 Impact:

Admins can find and configure settings faster, with less confusion during onboarding and day-to-day management.

🟢 Open API: Introduce Google One Tap Login

Pelcro now supports Google One Tap login, a single-click sign-in and registration method that reduces authentication friction.

✅ What's New:

• Google One Tap is available as a supported authentication method
• Can be enabled or disabled from admin settings
• Works consistently with existing Google Social Login accounts
• Supported in both the JS SDK and the default UI

🎯 Impact:

Publishers can reduce sign-in friction and improve conversion with a faster, one-click authentication option.

🟢 Platform: Configurable Newsletter Section Default

You can now control whether the Newsletter section is expanded by default on your website.

✅ What's New:

• New expandNewsletterSection setting in the UI configuration
• When enabled, the Newsletter section is expanded by default; when disabled, it's collapsed
• Existing sites keep their current behavior unless the setting is explicitly configured

🎯 Impact:

Publishers can tailor the Newsletter experience to their audience and content strategy.

🟢 Platform: Modernized Plans & Paywall Pages

The Plans view, create, and edit pages have been updated to match the platform's standardized UI.

✅ What's Improved:

• Layout, spacing, typography, buttons, and form components now align with platform design standards
• Responsive behavior is consistent with other pages

🎯 Impact:

Platform users get a consistent, intuitive experience across the Plans and Paywall configuration flows.

🟢 Platform: Coupon Name Added to Subscription-by-Coupon Export

The Subscription by Coupon report export now identifies which coupon was applied to each sale.

✅ What's Improved:

• Added a Coupon Name column to the exported report

🎯 Impact:

Teams can now attribute sales to specific coupon campaigns directly from the export, without manual lookups.

🟢 Platform: Improved Password Reset Flow

The password reset form now prevents duplicate submissions after a reset completes or a token error occurs on your website.

✅ What's Improved:

• The form is disabled after a successful reset or after an invalid, expired, or consumed token error
• Clear success and error messages remain visible

🎯 Impact:

Users get a clearer outcome on password reset, avoiding duplicate requests and unnecessary API calls.

🟢 Platform: Address Cleansing Activity Log

We've added detailed logging for address cleansing so activity can be measured and billed accurately.

✅ What's New:

• A new address cleansing log records every cleanse attempt — including no-ops and errors, not just successful writes
• Each entry captures the account, site, outcome, and timestamp
• Activity can be counted per account and per month, filterable by outcome

🎯 Impact:

Teams gained a reliable usage record to bill accurately for address validation with confidence.

🟢 Platform: Longer Subscription Plan Intervals

Publishers on Pelcro's subscription engine can now create plans with billing intervals beyond 3 years, unlocking long-term and lifetime offerings.

✅ What's Improved:

• The legacy 3-year maximum interval has been lifted for native-engine plans
• Longer intervals are supported across both the plan API and the plan configuration form

🎯 Impact:

Publishers can now offer multi-year and lifetime subscription options to their audiences.

🟢 Platform: [FIX] Add Offline Payment for Support Users

Support users can now record offline payments, so cheques and other manual payments can be logged without escalating.

✅ What's Improved:

• The "Add offline payment" action is now available to the Support role

🎯 Impact:

Customer Service teams can record manual payments directly, reducing handoffs and speeding up reconciliation.

🟢 Core API: Introduce Verify Address Endpoint

A new Verify Address endpoint (POST /api/v1/core/addresses/verify) validates and standardizes a US address via USPS CASS without saving it. Accepting either a free-form string or individual components, it returns the corrected address plus parsed components, a Delivery Point Validation (DPV) result, and postal routing metadata — ideal for verifying an address before saving or powering a real-time verification experience. US-only; requires the USPS Address Verification feature enabled on your account.