🟢 Platform: Refund Customer Balances Directly to Original Payment Cards

You can now refund customer balances directly to their original payment cards — streamlining refund workflows and eliminating the need for manual intervention or external processing.

✅ What’s New

• Added support for refunding payments originally credited to a customer balance back to their card.
• The “Refund” button now appears for eligible payments directly in the Admin Dashboard.
• Supports full or partial refunds, up to the original charge amount.
• Refunds are processed via the same payment method and gateway as the original transaction.

💡 Why It Matters This enhancement reduces refund handling time, ensures accounting accuracy, and delivers a smoother refund experience for both customers and administrators.

🟢 Default UI: Self-Serve “Switch Plan” Experience for Subscribers

Subscribers can now upgrade their plans directly through a self-serve interface, allowing them to explore and switch to higher-tier products without contacting support — improving upsell opportunities and customer autonomy.

✅ What’s New

• Added a “Switch Plan” button to the subscriber dashboard for all active subscriptions.
• Displays only eligible plans with an equal or higher amount than the current plan.
• Subscribers receive immediate confirmation (“You’ve successfully upgraded to Plan X”).
• Updated plan details are reflected instantly in the user’s account.

💡 Why It Matters This update empowers subscribers to manage their own upgrades, reducing support overhead and driving faster conversions to higher-value plans — all through a seamless, intuitive interface.

🧩 Available now in the latest React Elements version. Please reach out to [email protected] to upgrade to the newest UI.

🟢 Platform: Introduce Returns Management for Fulfillments

Pelcro now supports tracking and managing fulfillment returns directly within the fulfillment workflow — giving collaborators full visibility into returned quantities, reasons, and history for each shipment.

✅ What’s New

• New Returns Section under Subscription → Fulfillments displaying:
  • Returned Quantity
  • Reason for Return (optional)
  • Creation Date and User
• Introduced a “Process Return” option in the Fulfillment section — accessible via the three-dot menu on each shipment.
• Built-in validation ensures users cannot return more items than were originally delivered.

💡 Why It Matters This enhancement introduces a structured and auditable way to manage product returns — improving operational accuracy, reducing manual tracking, and ensuring that fulfillment data remains consistent across the platform and reporting.

🟢 Integrations: New “Bypass Marketing Contacts” Flag for SendGrid

We’ve introduced a new configuration option for the SendGrid integration to improve flexibility for accounts without marketing permissions.

✅ What’s New

• Added a Bypass Marketing Contacts flag to the SendGrid settings.
• When enabled, Pelcro will skip all marketing contact operations while still allowing transactional emails (e.g., invoices, receipts, password resets) to be sent successfully.
• This should be enabled if your SendGrid API key doesn’t include Marketing Campaigns permissions.

💡 Why It Matters This update prevents permission-related errors for customers using restricted API keys while ensuring that all essential emails continue to send without disruption.

🟢 API: Performance Optimization for Customers List Endpoint

We’ve optimized the Core API’s Customers List endpoint to deliver faster response times — especially when retrieving large datasets or using default ordering by user_id.

This enhancement reduces latency and improves scalability for bulk data retrieval and integrations that rely on customer listings.

💡 Why It Matters Developers can now fetch customer lists significantly faster, improving the responsiveness of dashboards, exports, and connected applications.

🟢 Platform: Membership Export Now Includes Organization and Shipping Address

We’ve enhanced the Membership Export to include additional context for each record — making it easier to analyze member data.

✅ What’s New

• Added Organization field to identify the member’s associated organization.
• Added Shipping Address field for better fulfillment and reporting accuracy.

💡 Why It Matters This update gives teams deeper visibility into membership details, streamlining reporting, fulfillment, and integration workflows.

🟢 Accounting: New Customer Balance Summary Report Added

You can now view a consolidated summary of all customer balances directly within the Accounting → Reports tab — no need for manual exports.

This update introduces the new Customer Balance Summary Report, designed to give accounting and finance users a clear, at-a-glance view of customer balances, activity, and outstanding amounts.

✅ This update includes:

• A new Reports section under the Accounting tab, built using Pelcro’s latest dashboard UI template.
• Date filters to view balances as of a specific period.
• Sortable export (descending by highest balance).

🟢 Platform: Modernized Subscriptions List for a Smoother Management Experience

The Subscriptions page has been fully redesigned to align with modern UI/UX standards — making it faster, cleaner, and easier to manage subscriptions.

This update enhances navigation, readability, and consistency across the platform, giving users a more intuitive and efficient experience when reviewing or updating their subscriptions.

✅ This update includes:

• A modernized Subscriptions list page built with Pelcro’s latest UI components.
• Improved layout and responsiveness across desktop and mobile devices.
• Enhanced performance and accessibility for faster load times and smoother interactions.

🟢 Performance: Ultra-Fast Loading for E-Commerce Product Lists

We’ve optimized the E-Commerce List endpoint by offloading it to Cloudflare’s global edge network — the same performance architecture powering our fastest APIs.
Product catalogs now load dramatically faster, reducing wait times and improving the overall browsing experience for your customers.

✅ This update includes:

• Edge Caching for Product Lists: The E-Commerce List endpoint is now cached globally at the Cloudflare edge.
• Lightning-Fast Response Times: Sub-100ms responses, even for large product catalogs.
• Smart Auto-Refresh: Cache automatically refreshes every 5 minutes to ensure up-to-date catalog data.
• Resilient by Design: Product lists remain available even if the origin API experiences downtime.
• Seamless Scalability: Handles surges in traffic with no performance degradation.

⚙️ How It Works

1. The first request fetches data from the origin server and stores it in Cloudflare’s global cache.
2. Subsequent requests are served instantly from the nearest edge location.
3. Cache entries automatically refresh every 5 minutes with the latest catalog updates.
4. Any product updates you make propagate to customers within minutes — no manual clearing required.

💡 What This Means for You

Shoppers now experience instant product list loading, smoother navigation, and reduced latency across all regions — even during peak traffic hours.

🟢 Platform: New Billing Email Field for Customer Records

You can now set a dedicated billing email on customer profiles — ensuring that all invoice and billing-related communications reach the right recipients, such as your finance or accounts payable teams.

Previously, billing notifications were always sent to the customer’s primary email. With this update, businesses can route billing messages directly to a separate billing_email, reducing delays and improving financial communication accuracy.

✅ This update includes:

• New billing_email field on the customer object (available via Platform UI and Create / Update Core API).
• Billing-related webhooks and ESPs (SendGrid, Mailchimp, Mandrill) now use billing_email if available; otherwise, they fall back to the customer’s primary email.
• Supported webhook events include:
  • invoice.created
  • invoice.payment_action_required
  • invoice.payment_failed
  • invoice.payment_succeeded
  • invoice.upcoming
  • invoice.updated
  • charge.failed
  • charge.refunded
  • charge.succeeded
• Non-billing webhooks continue to use the primary customer email.
• billing_email is now searchable in the Customers view.

💡 Why It Matters

This update ensures that billing communications always reach the correct contact, improving payment timeliness, reducing errors, and aligning Pelcro’s billing workflows with enterprise finance processes.

🟢 Platform: First & Last Name Fields Now Optional in Address Form

You can now create or edit addresses on the platform without requiring first or last names.
This aligns the platform behavior with the Core API for more flexible address management.

🟢 Platform & Default UI: Configurable and Required Cancellation Reasons

The cancellation reason field is now required when users cancel a subscription.
Cancellation reasons can be configured directly from the platform and will be reflected on your website through the latest React Elements version.

This ensures consistent data collection and better visibility into why customers cancel their subscriptions.

🟢 Default UI: New Inline Subscription Paywall for Seamless On-Page Conversions

We now support an inline subscription paywall in our new UI version, allowing publishers to display subscription options directly within the content — creating a smoother, higher-converting experience for readers.

This feature helps digital publishers convert engaged, anonymous visitors into paying subscribers without redirecting them away from the page.

✅ What’s New

• Added support for Inline Paywall Display Mode.
• When displayPaywall = true and the paywall type is set to inline, Pelcro renders an embedded paywall over any section wrapped with:
  HTML

  <div id="pelcro-inline-paywall"></div>

🟢 Default UI: Newsletter Opt-In Now Available During Registration

You can now enable newsletter opt-ins directly within the user registration flow — helping publishers grow their mailing lists and improve audience engagement without extra forms or steps.

When configured, visitors will see newsletter options dynamically during sign-up, allowing them to select the topics or newsletters they want to receive.

✅ What’s New

• Added dynamic newsletter opt-in checkboxes to registration flows.
• When Pelcro.uiSettings.newsletters is defined, one checkbox is rendered for each newsletter entry using:
  • label → displayed as the newsletter name
  • id → mapped to backend opt-in tracking
• Introduced a new boolean flag besides label, id:
  • addToRegistration — when true, the newsletter section is automatically displayed during registration.
• Upon successful registration, all selected newsletter opt-ins are sent to Pelcro’s backend and synced with connected ESPs (e.g., Mailchimp).
• If no newsletters are defined in uiSettings.newsletters, the registration form remains unchanged.

💡 Why It Matters

This feature allows publishers to:

• Grow mailing lists organically as part of the sign-up process.
• Offer personalized content preferences right from registration.
• Maintain consistent, automated newsletter management across ESP integrations.

🟢 API: Refunds Endpoint Now Includes charge_id for Easier Reconciliation

We’ve enhanced the /refunds API to include the charge_id field in its response — making it easier for developers and finance teams to trace each refund back to its original transaction.

✅ What’s New

• charge_id Added: Each refund object now includes the related charge identifier.
• Simplified Reconciliation: Quickly match refunds with their originating charges and customers.
• Improved Reporting Accuracy: Enables cleaner data mapping in accounting exports and internal tools.

🟢 API: Added Option to Bypass Address Cleansing on Create/Update Address Endpoints

You can now bypass the Address Cleansing feature if enabled directly through the Core API by using a new optional boolean flag — giving developers more flexibility when creating or updating addresses programmatically.

✅ What’s New

• Added a new bypass_address_cleansing boolean flag (optional) to the following endpoints:
  • POST /addresses
  • PUT /addresses/{id}
• When bypass_address_cleansing: true is passed in the request, Pelcro will skip address validation and standardization, even if the Address Cleansing feature is enabled for the site.
• Default behavior remains unchanged — addresses are cleansed automatically unless this flag is explicitly set.

🟢 Payments: Google Pay Now Supported via Braintree

You can now enable Google Pay for your checkout flows using the Braintree payment gateway — giving Android users a faster, more secure way to complete purchases.

This update includes:

• ✅ Braintree configuration support for Google Pay (API keys and credentials)
• ✅ Seamless front-end rendering of the Google Pay button based on browser/device compatibility
• ✅ Full back-end integration for tokenizing and processing Google Pay transactions via Braintree

Now your customers can enjoy a smoother checkout experience with Google Pay — even when your site uses Braintree.

🟢 Invoicing: Add Purchase Order Field Before Invoice Creation

Accounts using Pelcro’s billing engine can now include Purchase Order (PO) numbers before invoices are generated and sent, ensuring compliance for billing and avoiding rejected invoices.

This update includes:

• ✅ New Purchase Order field in Create, Renew, and Update Subscription flows for self-renew plans.
• ✅ PO values are stored on the invoice record and displayed in invoice PDFs.
• ✅ PO numbers are included in invoice webhooks and SendGrid events.

This enhancement ensures every invoice includes the correct PO from the moment it’s created — no post-send edits needed.

🟢 Platform: Restrict Subscription End Date Changes to Extensions Only

You can now only extend — not shorten — subscription end dates, helping maintain accurate access control and continuous revenue recognition.

This update includes:

• ✅ Admin-side validation preventing end dates earlier than the current period end.
• ✅ Clear UI and API error message (“End date cannot be set earlier than the current period end”).
• ✅ Updated logic in the subscription end date override functionality within the platform.

📘 API Note – Update Subscription Endpoint:
Under the end_date field in the Core API (/subscription/update), the following rules now apply:

• You may only set or change the end date to a time after the current period end.
• Attempts to set an earlier date will be rejected with a clear validation error.

This ensures that admin adjustments to subscriptions never trigger unintended cancellations or disrupt revenue recognition.

🟢 Performance: Ultra-Fast Loading for Site & Plan Info

We’ve supercharged how both site configuration and plan endpoints are delivered. Both are now powered by Cloudflare’s global edge network, ensuring sub-100ms response times worldwide.

• ⚡ Blazing Speed: ~60ms average response times, served from 200+ edge locations.
• 🔄 Smart Caching: Data refreshes automatically every 5 minutes for up-to-date content.
• 🌍 Global Reliability: Content stays available even if the origin server has issues.
• 📈 Consistent Performance: Smooth, predictable response times no matter the traffic.

How It Works

• First request fetches from the origin, then caches globally.
• Subsequent requests are served instantly from the nearest edge.
• Cache auto-refreshes every 5 minutes with the latest data.
• Updates you make are live for users within 5 minutes, with no slowdown.

What this means for you: both site and plan updates go live within minutes, and your visitors always get the fastest, freshest experience possible.

🟢 Enhancement: Subscription Metadata in Co-Pilot

We’ve added support for subscription metadata in Co-Pilot. Platform users can now:

• Export all subscriptions that match a specific metadata key/value.
• List all metadata associated with a given subscription.

This improvement gives businesses greater flexibility to analyze and extract subscription details based on custom metadata.

🟢 Enhancement: Add Invoice Notes in Invoice View

We’ve introduced the ability to add and update invoice notes directly within the invoice view. These notes are saved to the invoice record and will also appear in the PDF version.

This improvement gives you more flexibility to include billing references, legal notes, or custom instructions, ensuring important context is clearly communicated to your customers.

🟢 Enhancement: Expanded Core API Subscription Management

We’ve enhanced the Core API update subscription endpoint to support:

• Plan changes (switching between compatible plan types)
• Address updates via address_id
• Switching to the same plan type without restrictions
• The subscription.changed webhook payload now includes the new plan information instead of the old data

This update streamlines subscription management, reduces manual intervention, and gives developers greater flexibility when integrating with the Core API.

🟢 Enhancement: Carrier Routes in Fulfillments Export

We’ve added the Carrier Routes field to the Fulfillments Export when Address Cleansing is enabled. The field is appended in a way that avoids breaking changes to existing exports.

This improvement helps fulfillment teams provide more accurate delivery instructions and streamline distribution workflows.

🟢 Enhancement: Add Phase Creation Timestamps

We’ve added the campaign phase creation date to the subscription pricing view, displayed next to the campaign key. This timestamp is also included at the end of the Subscriptions Export.

This enhancement gives campaign managers a clear, timestamped record of when renewal campaigns are triggered, helping ensure compliance with required lead times.

🟢 Enhancement: Introduce Wallet Type in Exports

We’ve added a new column (source.wallet) to the payments exports that clearly indicates whether a payment was made using Apple Pay, Google Pay, or a standard card.

This improvement makes it easier for finance teams to accurately track, reconcile, and analyze payment methods without relying solely on the Payment section.'

🟢 Enhancement: Support Offline Plans Without Gateway Restriction

We’ve removed the restriction that prevented creating plans with a price greater than 0 when no payment gateway is connected — if the plan is of type OFFLINE.

This improvement ensures that clients using Pelcro in backend-only mode can create and manage offline plans seamlessly and process offline payments without requiring a payment processor connection.

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.

👉 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.