April-June 2021

Tyra Earl Updated by Tyra Earl

Release notes from our Q2 2021 product releases

June 23rd, 2021

Update

  • AnyForm has been renamed to Automatic Form Tracking (DARK)
  • Password validation has been added to the Team admin page

New

  • Salesforce now displays a counter for Events Processed daily and displays the amount of Events Awaiting Processing in the queue
  • HubSpot Receiver updates can now be triggered off of any Contact, Company, or Deal property.
  • Optional Create Date field is available for use with Member Import (createddate) and Referral Import (createdate)
  • Spinner has been added to delete modals to prevent double-clicking and timeouts
  • Member passwords now must meet strength requirements: 8 characters, 1 uppercase letter, 1 lowercase letter, 1 number. New Member Portal language string has been added to adjust the validation error message.

Fixes

  • Salesforce Receiver now properly updates based off of Contact triggers
  • HubSpot connections that are not used can be properly deleted
  • Renaming a Salesforce Connection no longer redirects to a 403 error
  • Email Campaign fixes to save, edit, and migration from v1
  • Pinterest share now properly opens Pinterest page for sharing instead of image

June 10th, 2021

Update

  • Updates to internal lead routing
  • HubSpot Receiver performance improvements
  • Reward Rules 2.0 updates (DARK)
  • AnyForm script now properly captures first and third party cookies for conversion (DARK)

New

  • New Member Portal option for Reward page's Reward Unit Type has been added, which will reflect the currency code of the payout

Fixes

  • Obsolete merge tags have been removed from the in-app merge tag page
  • The Powered by Referral Rock branding in the footer of the Email Unsubscribe page no longer appears if the account has Referral Rock branding turned off

June 3rd, 2021

Update

  • Updates to internal lead routing

Fixes

  • HubSpot Receiver webjob now properly moves all records to processed table on first pass
  • Chargebee exception fix
  • Data Trim job no longer experiences errors
  • Salesforce v2 Receiver integration exception fix
  • AnyForm webjob no longer fails (DARK)

May 27th, 2021

Update

  • Reward Rules 2.0 updates (DARK)
  • Signup flow minor UI updates

New

  • Member Portal Rewards tab now shows the Reward Name set on the Reward Rules page of the Program Editor
  • HubSpot integration performance improvements

Fixes

  • Date of Birth now properly saves when updated in Member Portal
  • Sync fixes with Chargebee
  • Resolved multiple exceptions

May 21st, 2021

Update

  • "Support" button in the Program Editor now opens the Referral Rock documentation
  • Minor updates to lead capture on signup and demo requests
  • Reward Rules member reward add/edit modal redesign (DARK)

Fixes

  • Member Portal logo URL no longer sends you to an error page when clicked from Reset Password page, portal error pages, and Terms & Conditions modal on the Registration Page
  • Gift Card (Tango) ACH funding instructions show the proper routing and account numbers, as well as full account name in the memo. Previously the routing and account numbers were backwards.
  • Integration events after 5/13 from certain sources would display as a different type of integration event in the logs. These have been fixed and updated to reflect the proper integration event
  • Tango account summary no longer includes failed payments when calculating Total Payments
  • Agency accounts now show the proper logo on the new Payment History, Pending Rewards, Manage Paypal Account, and Manage Gift Card Account pages
  • Downgraded minor exceptions in internal logging

May 13th, 2021

Update

  • Anyform form submission, error state handling, and updates to conversion script (DARK)
  • Updated column title on Pending Reward page from Payout Type to Reward Type

Fixes

  • Payout Emails can now properly be edited and published
  • Resolved error on new Payment History page when filtering by date
  • Sparkpost status update job fixes
  • Resolved exception hit when viewing RewardsV2 page when reward included active date ranges (DARK)

May 6th, 2021

Update

  • UI updates to Gift Card Manage Account, Pending Rewards, and Payment History pages
  • Reward Rules 2.0 List View UI updates (DARK)
  • Small UI updates to remove extra breaks on the Payoutsv2 page (DARK)

Fixes

  • New Tango Gift Card account can now be properly created through the UI
  • Fixes to HubSpot webhook validation
  • Custom Admin Notification - Referral Added email now properly displays up to 1000 characters for custom field multiline textbox values

April 29th, 2021

Update

  • HubSpot integration and outbound webhooks are now disabled for Canceled and Paused clients and automatically re-enabled upon plan reinstatement
  • Minor adjustments to internal lead scoring
  • Minor UI adjustments to the Preview Logo modal during the Signup process
  • Wise target currency dropdown when creating or editing a Wise Payout now shows all available target currencies for the source currency, even if you do not have funds readily available in the target currency (DARK)
  • Anyform form mapping modal and UI adjustments (DARK)

New

  • UI updates for the following pages are now Live:
    • Payment History
    • Review Pending Rewards
    • Manage Paypal Account (Escrow)
    • Manage Gift Card Account (Tango)

Fixes

  • Fix for HubSpot signature validation logic when dealing with spaces in fields
  • Member Portal 2.0 Outlook email share icon now properly displays on Android mobile devices

April 23rd, 2021

Update

  • Updates to internal lead scoring
  • Navigation menu highlighting consistency on a few pages using an updated style
  • PayoutsV2 UI updates (DARK)

New

  • Security updates to inbound CRM webhooks
  • Reward Rules 2.0 coupon payment type has been added (DARK)
  • Sparkpost subaccounts will be automatically terminated after 90 days of no use and reactivated once and email has been sent from the Referral Rock account (DARK)

Fixes

  • Member Page Classic when using Access Script and addmember: false now properly brings manually registered members to the dashboard instead of login screen
  • Updating the HubSpot Receiver and using the 3rd Approved status trigger now properly shows the user friendly status trigger name in Configuration Activities

April 15th, 2021

Update

  • PayoutsV2 updates (DARK)
  • Anyform udpates (DARK)

New

  • Wise payouts now allow you to choose the source and target currencies when creating or editing a payout (DARK)

Fixes

  • Editing HubSpot Receiver settings no longer clears Status Trigger configurations
  • HubSpot Receiver changes to Matching Rules and Property Updates now show friendly text in Configuration Activities
  • Internal fixes to lead scores from particular domains
  • Payout page now properly adds a second page when more than 20 payouts exist
  • Wise API exception fix

April 8th, 2021

Update

  • HubSpot receiver changes to multiple Approved, Qualified, or Denied statuses now show all changes in the Configuration Activities
  • Wise payout types have been added to PayoutsV2 (DARK)

New

  • Anyform feature is DARK

Fixes

  • Fix for Wise oAuth (DARK)
  • UI tweaks to the Signup modals for accessibility and consistency and removal of unused code
  • Signup query score now properly matches lead score value for internal use

April 1st, 2021

Update

  • Updates to new Payment History page (DARK)
  • Demo Complete page text updates

New

  • Referral Page 2.0 custom form multiline textbox fields now accept up to 1000 characters
  • New Payments Owed page (DARK)

Fixes

  • Member Classic programs now properly log the member in after registering through an iFrame
  • "Setup your first program" Action now properly triggers new program creation
  • Member Portal share block language text no longer capitalizes each word
  • Referrals cannot be added to Draft programs through the API
  • Member Add API calls with empty Payout info no longer throws an exception

How did we do?

July-September 2021

January-March 2021

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