Table of Contents

April-June 2020

Meghan McEnry Updated by Meghan McEnry

Release notes from our Q2 2020 product releases

June 25th, 2020

Update

  • Email Editor 2.0 snippet additions and UI changes (DARK)
  • Email Editor 2.0 upgrade to content builder 4.1 (DARK)
  • Referral Page v2 button UI update to add spacing
  • Dashboard 2.0 line chart for added Members and Referrals now reflects data from prior to 3/01/2019
  • UI updates to HubSpot and Salesforce Connection status sections

New

  • HotJar has been added to the app (DARK)

Fixes

  • Users can no longer delete custom email templates
  • Member Portal 2.0 embed no longer results in error when selecting login link from registration page
  • Google and Facebook SSO now reflects consistent language throughout programs
  • Selecting Next on the Emails & Notifications page of the Program Editor for Member Page Classic programs no longer results in error
  • Disabled Payout types can no longer be selected for Reward Rules and cannot issue rewards until the Payout type has been enabled

June 18th, 2020

Update

  • Dashboard 2.0 - added callout for Referral brand visits to clarify that the formula for calculation has been improved and updated

New

  • Dashboard 2.0 is now live for all new accounts. Remains Dark for existing accounts.
  • Prevention of web visit tracking for blocklisted cases

Fixes

  • Resend email button no longer results in error
  • Email Editor 1.0 image uploader and library now function properly
  • Resolved instances were the HubSpot receiver would cause error

June 11th, 2020

Update

  • Template updates for Email Editor 2.0 (DARK)
  • Dashboard 2.0 UI updates (DARK)
  • Dashboard 2.0 loading error messages (DARK)
  • Email Editor 2.0 navigation and UI updates (DARK)

Fixes

  • Pending Member Email default body text adjusted
  • Dashboard 2.0 line charts no longer show 0 stats as a line (DARK)
  • Dashboard 2.0 elastic searches no longer fail when client's account is set to UTC - 0 (DARK)

June 4th, 2020

Update

  • Member Portal 2.0 Registration Custom Dropdowns now support 800 characters, up from 300

New

  • New "Submit Feedback" button to submit feedback and report bugs/defects under Help

Fixes

  • When the "invited to" program for an Invite Rule is deleted, the rule will automatically be disabled until a new destination program is chosen
  • Dashboard 2.0 Low balance warning now properly shows once (DARK)
  • Dashboard 2.0 fixed grammar error (DARK)
  • Dashboard 2.0 UI fixes (DARK)
  • Email Editor 2.0 UI fixes and further development (DARK)

May 28th, 2020

Update

  • Dashboard 2.0 UI updates (Dark)
  • Member Portal 2.0 authentication cookie has SameSite=Strict value

Fixes

  • Member Portal 2.0 member statistics now properly reflect referral redirects as Visits
  • Dashboard 2.0 statistic fixes (Dark)
  • Adjusted button class in a few places for product consistency

May 22nd, 2020

Update

  • Dashboard 2.0 line chart date range fixes
  • Improved logging for Salesforce v2 integration
  • Added data collection warnings to Dashboard 2.0 (Dark)
  • Removed 'Manage Plan' capabilities on the Billing page for Custom plans to avoid confusion

New

  • Email Editor 2.0 (Dark)

Fixes

  • Moved Tesco Tango gift cards to the Europe/UK tab when creating a new Gift Card Payout
  • Direct link to the Additional Options page of the Program Editor no longer results in error
  • Referral redirects are included in the total referral page view count
  • Dashboard 2.0 line chart date range fixes (Dark)
  • Dashboard 2.0 stat accuracy fixes (Dark)

May 14th, 2020

Update

  • Dashboard 2.0 UI updates (Dark)

New

  • Member Share actions will now display under Program Activity
  • Tesco gift cards are now available as a reward option with Tango Gift Cards (GBP)
  • We now track Visits along with UTM parameters for use on Dashboard 2.0 (Dark)

Fixes

  • Fixed error when approving Member Request
  • Invite Campaign no longer encounters error when viewing Potential Invites before a Program is selected
  • The 'code not available' message now properly displays instead of hitting an error
  • Fixed order of fuzzy and direct matching radio buttons for CRM integrations

May 7th, 2020

Update

  • Dashboard 2.0 UI updates (Dark)

New

  • Referral Redirects are now tracked separately from Referral Page Views

Fixes

  • Custom Fields tab in Referral Web Page Builder now properly saves changes on save
  • Fixed error logging for inactive or deleted Program page views
  • Adjusted Potential Invites button on Sources & Rules page

April 30th, 2020

Update

  • Email address input on Demo Request page has been moved to beginning of the form
  • Potential Invites are now available to select earlier in the process of creating an Invite Campaign

New

  • Dashboard 2.0 (Dark)

Fixes

  • Salesforce Sender now properly sends custom fields from Referral Rock to Salesforce when Lead Layout is deleted
  • Fixed minor error with Invite Campaign
  • Fixed error with RR_WCID held in the Referral Rock cookie
  • If a custom Unsubscribe link is included in an email body, Referral Rock will no longer automatically include an Unsubscribe link in the footer
  • Member Portal 2.0 embedded programs now properly open linked Terms & Conditions
  • Member Portal 2.0 2-page registration no longer shows blank phone number field along with custom fields when phone number is disabled
  • Removed unused button from Referral Page 2.1 editor
  • Member Email campaigns no longer display merge tags that cannot be used in the email

April 16th, 2020

Update

  • Updated Configuration Activity event names related for Web Conversion rules for consistency
  • URL validation has been added to the Referral Web Page builder CTA buttons

New

  • Member Portal 2.0 now supports Request Registration mode

Fixes

  • Pending Member Email default text has been updated and the email can now be enabled or disabled
  • Member Portal 2.0 no longer returns an error when attempting to reset your password to a disabled or deleted program
  • Configuration Activity properly shows Program Adds, even if the program is quickly deleted
  • Invite Email Campaign no longer allows you to continue through setup if the delimiter value is empty upon import
  • Referral Web Page builder Form Complete text editor indent and outdent icons are now correct
  • Minor UI updates on the Sources & Rules page for Auto Ask

April 9th, 2020

Update

  • Referral Page Web Builder form complete message now supports simple WYSIWIG editor

New

  • Salesforce Referral Add now sends the Referral ID to Salesforce
  • Automated Ask Rule changes are now displayed in the Configuration Activity
  • Each unique HubSpot or Salesforce account can only be connected to 1 Referral Rock account at a time

Fixes

  • Salesforce v2 dropdown options during configuration are no longer repeated
  • Salesforce Integration page no longer incorrectly displays a new connection when an error was received during setup
  • Users can no longer edit advanced payouts if they have been disabled for their account
  • Member Portal 2.0 Branding modal UI fixes
  • Fixed modal issue on Sources & Rules page
  • Program Invitation Email warning UI fix
  • (Internal) Fixed super admin report

April 2nd, 2020

Update

  • Member Portal 2.0 minor UI updates
  • Payout method now appears in parenthesis after the name of the Payout
  • Automated Ask UI updates
  • (Internal) Update to Master List health scores for Customer Success
  • (Internal) Accounts' feature configuration table now bolds the active value

Fixes

  • Salesforce v2 Leads are now properly updated in Referral Rock if no Contact-level information is available
  • Salesforce v2 no longer indicates an error when parsing names with multiple spaces, e.g. 'John Doe III'
  • Removed Insert button on certain non-email editors throughout the program
  • Removed Enable / Disable button for emails that cannot be turned off, such as the Password Reset email
  • Invitee merge tags are now only available in Invite Email Template and Invite Email Campaign
  • PayPal Self Service payouts now properly allow you to adjust the Email sent with the payout
  • Member Portal 2.0 now properly tracks a member's Share_Count and Social_Share_Count, available from downloading a CSV of your members

How did we do?

July-September 2020

January-March 2020

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