2020 Release Notes

Find out what's new on Referral Rock with our release notes.

February 20th, 2020

Update

  • HubSpot and Salesforce Referral Add Integration logic for duplicates has been updated
  • HubSpot and Salesforce UI adjustments
  • Updated URL validation failure text in multiple areas of Referral Rock
  • Sales Entries can now be sorted by Salesforce Classic, Salesforce V2, and HubSpot

New

  • HubSpot and Salesforce Referral Add Integrations now offer additional field mapping
  • Salesforce Referral Add Integration now pulls in the connected Salesforce account's fields for easy mapping
  • Salesforce Referral Add integration can now be configured to add the referral as a Lead or Contact
  • Updated Referral Page Web Builder from version 2.0 to 2.1
  • Program Emails can now be Restored to the Program's default template
  • New UI for Invite Approved Referrals (Live), Invite Web Conversion event (Dark), and Invite API events (Dark)

Fixes

  • Adjusted label when Free Trial ends
  • Contact Us form on the Referral Web Page Builder is now accessible after deletion
  • Test Email buttons no longer result in an error
  • Internal improvements to error logging

February 6th, 2020

Update

  • "Upgrade" labels for CRM integrations on the Program Editor's Additional Options page now open the billing page
  • Renamed "Invitation Program First to Referral" email to "Automatic Invite" email

New

  • Scheduled Payouts feature is now available on all Growth and Established Business plans

Fixes

  • Member Portal 2.0 Program Editor no longer causes error on mobile devices
  • UI and text updates to Member Portal 2.0 Share and Language modals
  • Salesforce v2 sales entries now properly indicate the sales entries came from a Salesforce v2 integration

January 30th, 2020

Update

  • UI updates to the Program Editor (Emails & Notifications, Additional Options pages)
  • Custom Event Emails have moved to the Additional Options page
  • Removal of unused language throughout the platform related to Automated Ask
  • HubSpot and Salesforce sending modal UI updates

New

  • Automated Ask is now enabled for all users and currently supports Referral Approved Invite rule only
  • New Merge Tags are now available within Referral Rock. Each offers a secure token based auto-register and login for the Member or the Invitee
    • {MEMBER_SECURE_ACCESS_URL}
    • {INVITEE_SECURE_JOIN_URL}
  • Salesforce v2 (previously Salesforce Streaming API) is now enabled by default for new Established Business clients

Fixes

  • Member Portal 2.0 modals no longer produce a JavaScript error
  • Fixed minor errors related to HubSpot oAuth
  • Member Portal 2.0's Branding modal will now properly reflect the settings chosen for the Registration page Image and Text
  • Referral Page v2 Redirect cookie now properly includes needed information for cookie based conversion methods
  • Typo fix to the Pause Plan modal
  • API documentation minor typo fix

January 24th, 2020

Update

  • Referral Page 2.0 UI updates to Change Template modal
  • Small Member Portal 2.0 Program Editor UI changes
  • Updated API documentation and Postman Collection

New

  • Addition of Cancel Subscription button on the Billing page

Fixes

  • Selecting Image Only for the Member Portal 2.0 Registration page in the Program Editor no longer displays text field
  • Pending and Issued rewards now display the proper numerical value on Member Portal 2.0's Dashboard statistics
  • Email History on the Program Details page now show correct values

January 16th, 2020

Update

  • Member Portal 2.0 Program Editor UI, help text, and descriptions updated
  • One Click Access (OCA) is no longer automatically enabled for new accounts
  • UI Update to button when issuing all Rewards
  • Salesforce Streaming API (Dark) UI updates

New

  • Setting added to HubSpot and Salesforce CRM integrations which allow you to determine if a Denied referral can be updated to another status by the integrated CRM

Fixes

  • Payout Eligibility Days setting now correctly display when "Instantly Issue Reward" is set to No
  • Bold text now appears as bold in Member Portal 2.0
  • Small styling updates within the Program Editor for consistency
  • Contact Event list now displays correct number of Contact Events (Automated Ask - Dark)
  • Automated Ask modal fixes (Dark)
  • Automated Ask (Dark) no longer creates an invite email for Approved Referral Contact Events with no email address

January 9th, 2020

Update

  • The following URL parameters are automatically added to CTA redirect URLs from the Referral Page: RR_WCID, RR_WCID_TTL, referralcode
  • Referral Page v2 favicon now matches the favicon set on the Member Portal
  • Automated Ask Automations page now shows spinner to indicate your Automation Rules are loading (Dark)

New

  • Added UI for Salesforce Streaming API (oAuth) feature (Dark)
  • Added warning messages when issuing rewards

Fixes

  • Image uploads throughout Referral Rock now properly preview the cropped image without adding additional white space
  • Fixed line wrapping issue on the Member Details page in the Admin UI


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