What's New in Version 1.37 (Aristotle)

about a month ago by Frédéric Trudeau

Philosopher, polymath, educator, synthesist, founder. These are just some of the words used to describe Aristotle as a Greek luminary who (along with Plato) is known as the “father of Western philosophy.”

Aristotle pioneered systemic, scientific examination in literally every area of human knowledge; with subjects ranging from physics, biology, and astronomy to logic, ethics, politics, and metaphysics, there is scarcely any field of study or subject that he did not have a significant and lasting impact on. Because of this, he was known, in his time, as “the man who knew everything”

Inspired by his quote “We are what we repeatedly do; excellence, then, is not an act but a habit”, we believe that it’s our responsibility to push the boundaries of our platform to give our clients the best service and tools possible.

Our latest update introduces a new integration with PayPal that makes it easier than ever before to use in regular subscription flows. We’re also introducing new billing features, enhancements to our Mailchimp integration, shipment-based revenue recognition, and as usual, other goodies.

Scroll down for a complete list of updates.

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PAYPAL INTGERATION

You wished for it, you waited patiently and now it's finally here: the ability for your customers to pay with their PayPal account. Please see the complete guide on how to enable this new integration in your UI.

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NEW FEATURES IN BILLING SETTINGS

Two new features that we think you'll love were added under the billing settings.

Automatic collection method transition

When this feature is enabled, all of your customer's subscription's collection method will transition to Charged automatically whenever any subscription is renewed or a valid payment method is added, either from UI or the CRM.

Charge customer upon renewal

When this feature is enabled, your customer will be charged immediately when they attempt to renew a subscription from the UI. The amount collected will end up in the customer's balance as a credit and be applied on any upcoming invoice.

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ENHANCED MAILCHIMP INTEGRATION

Our Mailchimp integration can now sync newsletter unsubscribes into Pelcro. Simply add a webhook endpoint into your MailChimp account and our integration will do the rest. For more information on how to enable this new feature, please see the updated documentation.

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SHIPMENTS-BASED REVENUE RECOGNITION

Revenue can now be recognized based on either time or shipments. You'll see this reflected in the accounting reports with the addition of a new Recognized revenue - shipments row. The way revenue is recognized can be set while creating a plan, for more information, please see the related documentation

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EMAIL VALIDATION

As a new security measure, all clients (including collaborators) will now have to verify their email address in order to access the CRM. The next time you attempt log in, you'll see a lock-in screen with instructions on how to proceed with email verification.

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OTHER GOODIES

  • Descriptive decline codes are now displayed in the UI whenever a payment failure occurs, which will give more information to your customers
  • You can now cancel a recipient's subscription immediately that has no active future phase from the CRM (without the ability to refund)
  • Last but not least, Pelcro's default UI now uses @pelcro/pelcro-react-elements, our upcoming ReactJS components library which we plan to release publicly soon.

Stay tuned!

“We are what we repeatedly do; excellence, then, is not an act but a habit” - Aristotle