We have introduced more flexibility when customer addresses are being updated. Customers will now be able to update the state field as long as the address is not tied to any active subscriptions or e-commerce orders. This will save them the trouble of having to create a new address from scratch for instance, instead, you can apply the needed changes to an already existing address.
New functionality to the MailChimp integration page
You can now use this functionality to include SKU metadata values as clarified below.
PDF enhancements
The Payment method is now displayed on the Invoice and payment receipt PDFs.
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API, WEBHOOKS, and SDK ADDITIONS
Pelcro now captures UTM tags for the below stored as Metadata:
utm_campaign β provides the name of the specific marketing campaign.
utm_medium β which medium the visitor used to find your website.
utm_source β the source of your traffic is.
If a user registers, this information is stored on the customer record and is available on the customer.created webhook.
If a user is already registered and lands on your site with UTM tags, the tags on the customer record will be updated the tags and will be made available on customer.updated webhook, noting that this will overwrite existing UTM tags that were added from customer.created webhook.
If a subscription is created, tags on the subscription record will be updated and will be made available on subscription.created webhook.
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Interface improvements
The membership manage members modal has been enhanced to display the below:
The invitation_email for any member with status = 'pending'
The user's email for any member with status = 'active'
In case the user's email is not available then it will display the user's first and last name.
In case the user's email and first and last names are not available then it will display the user's username.
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Integrations
Enhancements to E-commerce orders
E-commerce order processing has been enhanced to allow you to create zero-dollar SKUs on any supported payment gateways.
New event properties are now synced to the MailChimp integration
You'll be able to find all the needed information under the MailChimp Integration documentation.MailChimp Integration
SKU metadata
To enhance email automation even further, you will now be able to sync SKU metadata to your MailChimp integration with up to 5 keys.
New integrations!
Pelcro now offers a Cybersource integration that connects straight through our platform. Cybersource is a global payment gateway that enables you to take credit and debit card payments online around the world. It processes each transaction securely from start to finish, and all in just a few seconds.
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BUG FIXES
Fixed a bug to make sure the scheduled deleted phases of subscriptions are excluded from the list builder renewals filter.
Fixed a bug where the newsletter source field was not reflecting correctly on the newsletters list.
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Updated Docs
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible, and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
You can now add entitlements to your eCommerce orders.
The new entitlements field is now added under the SKUs. This will give you more granularity on controlling access to the content/services for your customers based on the individual eCommerce SKU.
Enhanced Subscriptions search engine!
A) You can now display the subscription price in the subscription search filters. All you need to do is to click on the gear icon, select the price and apply. The subscription price will show you the actual amount which was paid (taking coupon into accounts). This provides you with better segmentation directly through the platform for your operational day to day & reporting.
B) New search filters added
You can now search for your subscriptions using the plan name, the plan amount, and the collection method.
Additionally, you can now search your eCommerce orders using status, product name, and SKU name.
This provides you with better segmentation directly through the platform for your operational day to day & reporting.
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API, WEBHOOKS, and SDK ADDITIONS
APIs:
Customer metadata are now available under the Update Customer, the Create Subscription, and the Update Subscription Open API endpoints to ensure that custom form fields can be stored on Pelcro directly from your website.
You now have the ability to filter subscriptions by status directly through the Core API, to mitigate time restrictions and payload for fetching all the required subscriptions within any integrations/automations.
You can now import Vantiv/Worldpay payment transaction NetworkTransactionID as part of the Create Source Core API endpoint for maximizing transaction success rates when using Worldpay as your payment gateway.
Webhooks
days_to_creation attribute within the invoice. upcoming webhook can now be overridden by the duration in the plan settings over the duration set in the site settings.
customer.id, customer.email, and customer.name attributes have been added within all of our source webhooks to properly notify end users based on expiring cards, so that you're able to maximize revenue and retention.
SKU metadata have been added to the order. created webhook payload to help you define business logic based on granular SKU custom information.
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INTEGRATIONS
Your users will now have their email address updates automatically synced to MailChimp when directly from Pelcro.
We've also applied the below modifications to the checkout process in case of using TAP & Vantiv payment gateways, whenever a customer is creating a new subscription
In case payment retries setting is active - if there is a hard decline on the payment, the subscription gets expired immediately, and the invoice is voided automatically
In case payment retries setting is inactive - if there is any decline in the payment, the subscription gets expired immediately, and the invoice is voided automatically. This will ensure that if a customer is creating a new subscription, and the payment does not go through, the invoice which was generated will be voided and will not remain open.
TAP Payment gateway has now been enhanced to mitigate any declines related to limitations on debit cards with 3DS authentication. We now rely on TAP's BINΒ checkΒ API for checking if the card is a debit card or credit card. Debit cards are now directly charged with the minimal amount possible to verify that the card is valid, whereas credit cards undergo the normal verification as usual.
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BUG FIXES
Fixed a bug with the collection method not accurately reflected for the renewals created by the campaign builder.
Fixed a bug that incorrectly reflected the end date of the subscription in the exports in case the subscription has been extended.
Fixed a bug with coupons not being applied through the UI on some of our payment gateways.
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UPDATED DOCS
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
Two Address enhancements that your customer service team will love!
A) We want you to have the most seamless flow possible. The first enhancement will automatically fill the country field in the create address screens across multiple flows. All you need to do is to set the default country from your site settings and save your customer service team a step whenever they create a new address.
B) Shipping address selection
You will now find the shipping address pre-selected when you create or renew a subscription instead of selecting it from the drop-down list.
Customer Metadata exports
You'll find the customer ID has been added to the customer metadata exports.
Customer segmentation made easier!
You will now find a new filter has been added to the list builder for fulfillment lists. This filter should enable you to segment customer subscriptions based on whether the customer is part of a previous fulfillment or not. This helps you build fulfillment lists for any ad-hoc fulfillments that may fall outside of your typical fulfillment cycle.
Enhancements to MailChimp Integration
A) Since merge tags are important to personalize the content you send to your users, we have introduced an enhancement that enables you to select which merge tags you wish to be sent from Pelcro to MailChimp. This enhancement should enable you to focus on the messages you wish to prioritize. You can do that by clicking on the MailChimp integration from the platform and then selecting which merge tags are to be sent to your MailChimp account.
B) You can also now send automated emails via MailChimp when a campaign has started as we've introduced the ability to sync the campaign.triggered event to MailChimp. This helps you in making sure you have the data points and the automation mechanisms necessary for new product launches, creating brand awareness, or even minimizing churn. Learn more
Automatic Personal Data Deletion
Pelcro supports you in maintaining compliance efforts with international privacy regulations (e.g. GDPR). A new setting has been added to the site settings, to ensure that when you delete a customer from your records, all associated personal data can no longer be linked to the user without the use of additional data. The delete customers button is now available only to the Admin and Owner roles.
Subscription enhancement
To enable you to freely delete future phases we made sure to remove the restrictions on deleting subscriptions' future phases.
Performance improvements
We're introducing major performance enhancements to a number of our platform most used sections, as well as several API endpoints, including but not limited to: subscriptions, customers, and accounting.
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API, WEBHOOKS, and SDK ADDITIONS
APIs:
Customer email and Membership invitation_email are now available under the List Member Open API endpoint to ensure that invitation emails always show up on manage members modal, or to populate the email upon request.
New Delete Phase Core API endpoint which helps you delete future phases so that you can automatically manage renewals and expiry dates when changes are required.
Webhooks:
We're adding a large ensemble of webhooks and webhook data points that can help you further expand on your notifications and automations, namely:
New member.deleted webhook is now triggered when a member is removed from a membership-type subscription.
New product.created webhook is now triggered when a new subscription-type product is created on your account.
New product.updated webhook is now triggered when a subscription-type product is updated, archived, unarchived, or when a new plan is added under a product on your account.
New plan.created webhook is now triggered when a new subscription-type plan is created on your account.
New plan.updated webhook is now triggered when a new subscription-type plan is updated, archived, or unarchived on your account.
Site ID(s) have been added to all of our webhooks to help you determined which site is the webhook being triggered from, and therefore have more control on your notifications and integration actions.
Subscription information such as the plan, product, internal name and schedule information has been added to the invoice.upcoming webhook to help you determine whether or not to send an email to the user on a plan change.
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Bug Fixes
Fixed the e-commerce orders list that was taking a long time to load on the platform.
Fixed the SKU quantity changes/edits not reflecting correctly on the SKUs list.
Fixed invoice.created webhook behavior not emitting in some cases when a payment is not successful, but an invoice is created.
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Documentation updates
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
Cancellations and refunds are a necessary part of doing business, but they can often be a source of frustration for both customers and companies. Pelcro is committed to improving how cancellations and refunds behave, so that you have better experiences with their interactions when dealing with cancellations and refunds. These changes include the following:
We've revisited the cancellations and refunds interface so that you have more granular control over the following:
Refund destination: controlling whether you're refunding directly to customer's credit card, account balance, or alternatively, as an offline refund.
Refund type: you will get the option to either refund in full, on a prorated basis, or a partial amount. This depends on whether you are cancelling the associated subscription or not.
Refund reasons: the list of preset refund reasons has been populated with more options: "Non sufficient funds", "Credit card chargeback", and "Transfer" to assist with additional refund contexts.
We've improved how your refunds are managed through the platform
All offline refunds will now be first credited to the customer balance, and will remain on the system under "pending" status, until they have been approved by you. This ensures that your finances are tracked accurately throughout the system until the actual refund has been issued to your respective customers either through check, cash, or otherwise. This will also include offline refunds which have been issued back to the customer as a result of subscription cancellation
You'll be able to either selectively process your pending offline refunds either one at a time, or in bulk. This gives you more control of tracking refunds which were issued, without additional hassle.
You'll now see two separate sections which separate pending online & offline refunds. Pending online refunds are tied to your payment gateway processing status, whereas pending offline refunds are controlled by you.
Refunds which are being issued to your customers will now take into account whether said customer has sufficient balance to process the refund or not. This ensures you don't run into financial inconsistencies when you attempt to refund a payment, but the customer has already made a new purchase for a different subscription in the future. Refunds of this sort will show up as a failed refund with the reason reflected accordingly.
You will be able to export all of your refunds through the refunds list regardless of whether they have been processed or not. This change reflects on offline refunds, which you would typically be able to export only if they were in a "to-issue" state in the past.
Adjusting Customer Account Balance
We now provide you with the ability to refund your customers' account balance back to your customers as an offline payment. This ensures that you have more flexibility to ensure your customers are not overspending and helps them stay within budget. The refund process is simple and straightforward, allowing customers to receive the money quickly without any hassle.
Payments which have been made directly to the customer account balance can now only be reverted back to the customer if the customer account balance allows it. This restriction also ensures that you mitigate any financial liabilities in case the customer account balance has been consumed for a different transaction.
Accounting Revisions
Bookkeeping is essential for any business to succeed, and Pelcro is no exception. It's important to keep track of all transactions, as well as accuracy in revenue generation. With this release, we're introducing a number of changes to how our accounting module works, so that your finance teams can easily monitor and ensure that your money is being handled properly.
All refunds for payments made against invoices are now tracked through corresponding credit notes. Credit notes will help your business ensure that the correct amount of money is being refunded to customers. This will be the case for refunds associated with cancellations and without. Refunds for payments made against the customer balance will not have an associated credit note.
Invoice/Credit Note PDF Adjustments
Modifications were done for the Invoice and credit note PDFs to provide you with more consistent details for invoicing purposes, meet regulatory requirements, and be able to have correct invoice references.
Updates to eCommerce
e-Commerce Invoicing
We have introduced invoicing tied to e-commerce orders which will provide you with all benefits tied to invoicing; keeping track of your orders, and making sure the payments are accurately reflected.
We are also ensuring all the applicable invoice webhooks are included as clarified in the webhooks section below.
Customers export enhancement
Added Active subscriptions count column which helps you easily identify the customers' active subscriptions count which is beneficial from a reporting and operational point of view.
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API, WEBHOOKS, and SDK ADDITIONS
APIs:
Core API -We've added reference to the charge object returned in the GET and LIST APIs list-charge get-charge
Core API - We've introduced the ability to edit customer address in invoice creation. create-invoice
SDK additions:
A username support for the register function in SDK has been added.
Webhooks:
Core API - We've added the ability for you to add/edit metadata for the coupon object
This will enable businesses to extract and sync one-time coupon-related information on newly created subscriptions. create-coupon update-coupon
We implemented invoice webhooks for e-commerce orders.
1. invoice.created
2. invoice.payment_failed
3. invoice.payment_succeeded
4. Include product/SKU information in webhooks
We gave our webhooks some attention and ensured the webhooks' correct triggers are in place in addition to adding new triggers.
- Ensure that invoice.payment_succeeded is triggered when the Invoice is marked as paid
- Added payment (charge) object
- Add payment.id
- Add offline boolean to indicate whether it was an offline or online payment
- Add payment.category = [βCardβ, βCheckβ, βWireβ, βTransferβ, βExternalβ, βCashβ}
- Add payment.reference from the reference field from offline payment modal
- The amount_paid and amount_remaining fields must be updated along with marking the invoice as paid.
- Ensure that subscription.cancelled is triggered when: Subscription is cancelled by a collaborator/end user (expiry date is reached with cancel_at field, not NULL - whether immediately or at period end)
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Interface improvements
Your users can now log in with an all-CAPS email.
Access from China now has to go through human verification via Captcha.
Blurring and un-blurring content
Content is now automatically unblurred on login and blurred on logout without needing to manually refresh it based on the entitlements.
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BUG FIXES
Fixed Payment modal displayed without selecting any plan in the purchase flow on the default UI.
Fixed customer ID not linked with the Address ID in the request in the core API update address.
Fixed success message not displayed when a subscription auto-renewal is reactivated.
Fixed upcoming invoice notification override functionality in the monthly plans.
The correct behaviour in case of an upcoming notification from both the site settings and the plan level is that the notification from the plan level should override the one from the site settings. The fixed bug was sending it twice, one from the site settings and another one from the plan level instead of overriding it.
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DOCUMENTATION UPDATES
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
The gift-redeem modal is used when the user wants to start the flow of redeeming a gift code. once the user submits a gift code successfully in this modal, the code is stored in usePelcro's gift code field. If the gifted plan requires an address, it takes you to the address select/create modal first before the gift is successfully redeemed, otherwise the gift is redeemed right away.
Fixed Platform List builder filtering not including eligible segments when selecting the current_period_end interval values
Fixed error displayed upon searching with the customer with the "All" filter selected in subscription list export.
Fixed SDK Country's tracked value missing from customer activity data
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DOCUMENTATION UPDATES
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
We've added the functionality for your end-users to authenticate with username and password! Your end-users now have the ability to add a username and login using it. Usernames are unique across your end-users on your account.
Manage Members from the Default UI
You're end-users - who are group owners or subscribers - can manage members on their subscriptions directly from their dashboard. This adds flexibility and autonomy for your group owners to manage who has access to their subscriptions. They can both add and remove members.
Tax Identification Number
To improve how our platform is structured in terms of regulatory and compliance readiness, we've added the following:
Added a new attribute "Tax Identification Number (TIN)" under customers that can be used for tax purposes for your end users, as necessary. This attribute is also now accessible through user dashboard.
Customer TIN will now be available on invoices whenever it's populated under the billing details related to the customer.
Spanish Language Support
Spanish language is now supported on Pelcro. You can set the Spanish language in the site language setting and in the product language. This extends even to our API response codes as well.
Other Additions
We've introduced some platform enhancements to help make your experience better, including:
When creating a new subscription, all of the details that you've added on the subscription form will be preserved after a new payment method is added, to ensure that you don't have to re-add all of the details again and save your time.
We've added the plan id as a prefix to the plan selection dropdown when you're creating a coupon. This is to ensure that you can distinguish between any two or more plans in case they have similar names.
We've added shortcuts to subscription renewal actions from the main subscriptions list section so that you can renew/quick renew subscriptions easily and with as little steps as possible.
We've added the following data points to corresponding exports to help you with any operational analysis and/or reporting:
Campaign key on all of our accounting exports. This will take into account campaign keys tied to new subscriptions on a subscription level, as well as those tied to renewed subscriptions on a phase level.
We've added a new field on the customer record called 'last_login_method' which will determine the method your users last logged in: 'email', 'google', 'facebook', 'auth0'.
We've added tax columns on the payment received exports from the Accounting module.
We've added a new JS Event that triggers whenever a paywall is not displayed: PelcroPaywallNotDisplayed
We've added a new UI Setting that you can add to your Pelcro scripts that will allow your end-users skip the payment forms for any free plans: window.Pelcro.uiSettings.skipPaymentForFreePlans = true/false.
Performance improvements
We're introducing major performance enhancements to a number of our platform most used sections, as well as several API endpoints.
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API, WEBHOOKS, and SDK ADDITIONS
APIs:
Enhancements to Create Customer and Update Customer Core API endpoints to allow you to create/update/import customer passwords through the API, supporting common hashing algorithms for passwords.
Customer tin is now available under the following API endpoints:
New source.expired webhook which helps you identify and notify customers whenever any of their current payment methods have expired, so that you're able to minimize any disruptions to their subscriptions as well as your recurring revenue.
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BUG FIXES
Fixed behavior for tax inclusive pricing breakdown on invoice subtotal details.
Fixed behavior with the autoRenew flag set to false on the subscription.created webhook when subscriptions on auto-renew have a trial period.
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DOCUMENTATION UPDATES
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
Introducing Tap payments as our latest addition to our list of supported payment gateways, to offer a seamless and scalable payment experience when it comes to payment processing. If you are signing up, or paying for your recurring subscriptions, eCommerce products, or both, these can now all be processed through Tap payments. Tap supports processing payments in 10+ currencies, allowing you to authorize customers in their native currency while receiving funds in yours.
Failed payment retriesWorldPay (Vantiv)
If you are using Vantiv as your payment gateway and would like to configure payment dunning for failed payments, you can now use our payment retries setting to allow Pelcro to attempt to retry your customerβs credit card based on the specified settings if we receive a response from your payment gateway indicating that the card cannot be successfully charged.
Subscription End Date
As an admin, you are now able to update the end date of the subscription to before or after the existing end date. If you update the subscription to after the existing end date, the time period where the subscription was extended will have a new status called 'extended'. This will make it easier for you to see which subscriptions have been extended.
Note:
You will not be able to update subscriptions with renewals/phases added to them
You will only be able to update subscriptions that are not on autorenew
Renewals on Campaign Builder
You can now create bulk renewals on subscriptions that you segment on lists as part of the campaign builder. This functionality will allow you to select a new plan you want all the selected subscriptions to renew on and it will be scheduled as a future phase. You can also receive on export with the status of the renewals.
Invoice Payment Link
You're end-users can now pay any open invoice through our Invoice Payment Link. This link is available on the platform, webhooks and Core API. Any user with this link can pay off an invoice. This is super useful for collecting online payments after an invoice is created without it being charged automatically as part of the subscription.
eCommerce Inventory Management
You can now add a quantity to your eCommerce SKUs. The quantity will decrement with each order placed for a specific SKU and will return an error if an order is being made on a SKU with quantity=0.
Other Additions
We've introduced some platform enhancements to help make your experience better, including:
Added all the invoice & address details actions on the their corresponding list sections ellipsis menus for quick access.
Changed address search interface to match the new components introduced on subscriptions & customers.
Added a confirmation window on some invoice actions, including marking invoices as paid and as void.
Changed the customer field on subscriptions details view from displaying only the customer email to additionally include customer id & name, and linking back to the corresponding customer view.
Within the customer details page, we've added subscription & invoice ID columns under subscriptions & invoices tabs respectively and made them link directly to the corresponding invoice details.
Changed some colors to be contrast-compliant for accessibility purposes on the side navigation menu and main sections links.
We've now added the ability to issue offline refunds for migrated invoices when a migrated subscription gets cancelled on the platform.
We've added some useful data points to our refunds export, including subscription source and cancellation initiation. We've also changed the column titles on the campaigns export to be more descriptive.
We've surfaced the expiry date for your API access tokens to ensure that you keep track of the lifetime of your tokens, and ensure a regular recycling of them is in place.
We've introduced some performance enhancements relating to how our automatic uncollectible billing setting works on the backend.
We've added a new field called email_hardbounce that you can update based on feedback from your ESP.
We've added email verification events as part of our MailChimp integration.
We've added the last login date & number of successful logins in the customer and membership exports.
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API, WEBHOOKS, and SDK ADDITIONS
APIs:
Core API: We've introduced the ability to include the new attribute old_provider_id with important objects being created within Pelcro to help you keep track of them as they relate to legacy platform which you've been using for subscription management prior to Pelcro. This is applicable to products, plans, subscriptions, invoices, and charges on their respective CREATE endpoints.
Core API: We've introduced the ability to effectively find subscriptions associated with a customer by adding:
Support for expanding subscriptions on customer LIST & GET endpoints.
Support for using subscription LIST for a specific customer id via a new optional query parameter customer_id
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BUG FIXES
Fixed behavior for the customer/subscription list ellipsis menu not being displayed correctly.
Fixed behavior for performance degradations for customer.created & subscription.created webhooks triggering.
Fixed behavior for webhooks appearing to be unselected under notification settings although all events are configured.
Fixed behavior for subscription's discount not matching the latest phase's discount in case of some renewal cases.
Fixed intermittent errors being displayed upon marking invoice as paid from the invoices list.
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DOCUMENTATION UPDATES
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
You can vote on ideas currently in the pipeline from here.
As a business one of the key elements you should be invested in tracking is the success of your marketing campaigns, and that's why we're introducing our new campaign builder to create and automate some of your marketing messaging through data-driven segmentation. This new module combines with our list builder to assist you with messaging related to product launches, brand awareness, minimizing churn, and more. Read all about it right here.
List Builder 2.0
Pelcro's list builder just got a major facelift! Major enhancements have been added to empower you with a robust set of segmentation mechanisms to target different people based on what is appropriate for your audience, including segmentation based on your offerings, transactions, customers, and geographical data. (Learn more)
Additionally, we're introducing new "Campaign" lists, which can combine with our campaign builder in the context of your segmented marketing efforts. These lists can leverage a wide array of segmentation filters to build your marketing personas, and accordingly tailor your brandβs messaging, positioning to be closely aligned to those personas in order to be effective. (Learn more)
Our list exports will also have more information about gift subscriptions, including gift donor invoice & coupon code used to pay for the gift. And not to let our fulfillments miss out on all the hype, we've added a new 'name' field to our fulfillment module, so that you're able to distinguish between your different fulfillment efforts.
3DSecure v2
With the newly introduced security standard required by the Second EU Payment Services Directive (PSD2), Merchants, acquirers, card issuers and customers require strong authentication (also known as two-factor authentication) for payments. To comply with this requirement, we've added support to the new version of 3-D Secure 2 for our payment mechanisms across the platform and Pelcro elements to guarantee compliance, without compromising on your frictionless experience.
Paywall Enhancements
Our paywall's segmentation capabilities got even better! Now you're able to target more users more granularly based on Target URLs, Custom JavaScript, and JSON Metadata.
The URL pattern fields allow you to segment users based on a certain URL pattern.
Exclude URL pattern: If you add a value here, any user with that value in the URL will be excluded from this paywall targeting and will not see the paywall.
Target URL pattern: if you add a value here, any user with that value in the URL will be targeted and they can see the paywall if they fit the criteria in all the other fields.
The Custom JavaScript field allows you to add the body of a function that returns true or false. This allows for great customization with anything JavaScript related. Here is an example of using this field to target any user who is authenticated:
return window.Pelcro.user.isAuthenticated();
The JSON Metadata fields allow you to add JSON to accompany the title and subtitle fields that you send along with each step on the paywall configuration. For example, if you would like to customize the text on the submit button for registration, it could look like this:
Note: Some customization could be required for your UI. Please consult your Account Manager.
Restructuring of Paywalls
In order to support segmentation and targeting for more than one user group under the same product, you can now add more than one paywall under each product. Simply visit 'View paywalls' on the '...' button next to your products.
This provides ultimate flexibility regarding who you want to target. For example, one paywall messaging can target users who are authenticated, and another paywall can target users who are not authenticated. Each group of users will see different (and more personalized) messaging that can help in conversions.
Below you can find an example of 2 different paywalls added under the same product.
Improved Accounting
We're giving our in-demand accounting function some serious attention, to ensure that your books are simplified and your time is saved. Some of these changes include the below, but stay tuned for more to come in the upcoming releases:
Deferred Revenue Export
You can now export your deferred revenue balance per customer so that you can meet any auditory or regulatory requirements. This export will cater to both time-based and shipment-based revenue recognition, allows you to have visibility over consumption, and will provide you a breakdown of the balance available on your accounting dashboard.
Accounts Receivable Export
You'll also be able to export your accounts receivable in the same fashion, to track funds that customers owe you for offerings that have been invoiced.
Customizable List Headers
To enhance your user experience on the platform, you'll now be able to select the headers you see on specific list views, so that you can better analyze your data directly from the platform without having to do it through CSV exports. This is currently available within the subscriptions and customers sections (Look for the gear icon at the top right of your section table).
Oh, and don't worry about messing up the view for others - Each collaborator has their own separate view.
Enhanced sorting & filtering for Memberships
We've added a number of improvements for memberships; among which, you will now be able to search and filter through your memberships with our recently introduced functionalities. This allows you to specify the exact parameter you're searching with, filter search results based on specific criteria, export only filtered results, and sort based on specific columns.
Keep scrolling to learn more about other improvements as well!
Other Additions
You'll now be able to optionally update a subscription's address when the "address is required" option is disabled on the product level. This is especially useful for gift subscriptions since addresses are not usually required for donors, yet recipients require an address for physical products.
We've added some useful data points to our refunds & payments exports, including payment category, refund reason, and organization name.
We now support tax collection for businesses in the UAE.
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INTERFACE IMPROVEMENTS
Memberships Management
Your end customers can now view and edit the address on their memberships all on their own directly from their dashboard.
Shipments Management
Your end customers can now selectively suspend their shipments temporarily from their dashboard, in case they're not available to receive shipments for any reason.
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API, WEBHOOKS, and SDK ADDITIONS
APIs:
More on the memberships front, you can now leverage our core API for memberships through our new Memberships API endpoints for any automation/reporting that is needed for your memberships. Additionally, you'll be able to use our new open API endpoints to create invitations for memberships, and authorize them by IP/domain.
Our newly introduced campaigns come with a new open API endpoint to retrieve campaign information based on campaign ids and campaign keys.
Webhooks:
New attributes added to invoice.upcoming webhook which helps you identify more information related to the invoice offering:
days_to_creation
productName
internalProductName
planNickname
SDK
SDK complementary functions which tie in with the aforementioned membership & campaign open API endpoints.
New PelcroPaywallDisplayedJS event that gets triggered when displayPaywall SDK function is executed.
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INTEGRATIONS ADDITIONS
The final piece for our memberships this release, is that we've also integrated membership events into Mailchimp to ensure membership information is synced across automatically. This happens for:
member.activated for newly activated memberships.
member.created for newly created memberships.
We've updated Mailchimp merge tags:
Seeing updated subscription status events for the SUBSTATUS merge tag.
Reflecting cancellations at period end on the CNCLATEND merge tag.
Our Vantiv payment gateway will now require expiry date for newly added payment cards on checkouts.
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DOCUMENTATION UPDATES
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Check out our case studies & client success stories which capture a range of perspectives of our client experience, and how Pelcro made a difference to each of them.
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our new Product Roadmap to see what's in the making, and provide us with ideas, concerns, and insights to help us build products that matter.
You can suggest new ideas and add them to Pelcro's product team right here.
You can vote on ideas currently in the pipeline from here.
Customer Organizations
To expand on Pelcro's CRM functionalities, we're introducing the "Organizations" object. You can use the organization property to store information about businesses and organizations which are tied to your customers. This helps you to upscale tracking all the different organizations you work with, and be able get a sense of industries which are interested in your products and services, so that you can cater to your right markets.
Exporting Products & Plans
You can now export products and plans information directly from the platform in the same way you export other objects to CSV format for all of your business operational and reporting needs.
Deferred Revenue Export
You can now export your deferred revenue balance per customer so that you can show it to the auditor from the Accounting module on the Pelcro platform if you click on the 'Download Total Deferred Revenue' button.
Uncollectible Invoice Status
The 'uncollectible' invoice status is now a terminal state for any given invoice. Meaning that if an invoice's status is 'uncollectible', then it cannot be changed to any other state such as 'void' or 'past due'.
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API, WEBHOOKS, and SDK ADDITIONS
APIs:
You can set the following attributes through our Products & Plans CORE API endpoint(s).
old_provider_id: denotes the current/old external product ID associated with a product which you're migrating into Pelcro.
You can import your customers into Pelcro even if they don't have a valid email address through our Customers CORE API endpoint
email: The customerβs email address can now be nullified on customer creation and update.
You can import your addresses into Pelcro even if they don't have their exact details yet through our Addresses CORE & OPEN API endpoint(s). The following attributes which are tied to addresses can now be nullified:
first_name
last_name
city
state
postal_code
You can set the following new attribute through our Subscriptions CORE API endpoint to avoid creating associated invoices and charges. This can be used for migrating paid subscriptions from old platforms into Pelcro.
next_invoice_date: A future timestamp for creating a subscription without invoice generation (should match current_period_end).
You can find the 'suspended_until' timestamp on the subscription resource for the Open API. If the value is null, then the shipments for a subscription are not suspended.
Webhooks:
New attributes to all subscription relevant webhooks which helps you keep a record of all changes in subscriptions:
renews_at: timestamp of the next scheduled renewal date for a given subscription.
expires_at: timestamp of the expiry date for a given subscription.
auto_renew: indicates whether a given subscription is set to automatically renew.
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BUG FIXES
Fixed behavior for all collaborator roles being displayed as "Administrator" on the platform. Now, each collaborator role will be displayed to match their current privileges.
Fixed behavior for filtered subscriptions displayed on the platform not matching their counterpart on exports.
Fixed behavior when creating a payment method through the platform through Vantiv gateway not marking the payment method as the default one.
Fixed behavior of an error being displayed upon attempting to archive and delete a product with no active plans.
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DOCUMENTATION UPDATES
We'd like you to always feel in control of the product, and able to work autonomously with minimal effort without jumping through hoops, that's why we are constantly working to update our documentation to ensure it remains up-to-date, relevant, easily accessible and structured in a consistent manner. Check it out here!
Keep an eye out for our new videos on our Youtube channel, to see how businesses increase subscriptions by more than 150% when relying on the fastest subscription process powered by Pelcro.
Don't forget to check out our Product portal to see what's in the making, and provide us with your concerns and insights which helps us build products that matter.
