Release Notes

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

November 14, 2018

Update

  • Monthly emails enabled for all clients except for trials
  • Adjusted filtering on the client list page
  • Updated Tango V2 catalog to reflect the options offered in Tango V1

New

  • Added additional security measures to Member passwords

November 7, 2018

Update

  • Made updates to internal client tracking to allow fo the Referral Rock team to better monitor client program progress
  • Refactor how we store and access configuration settings

Fixes

  • Fixed HTML encoding to allow for special characters in the amount field within integration scripts

November 1, 2018

Update

  • Unclaimed Paypal rewards now rollback at 8am daily
  • Created consistent wording around fraud rules
  • Updated wording on Member Messages page within the editor to help clarify what is being edited

New 

  • Added FTP job ability (dark)

Fixes

  • Added search by create date for sales entries
  • Made fixes to HTML conversions
  • Fixed merge tags in Member dashboard titles
  • Removed recipient name from showing twice in Tango emails

October 25, 2018

Update

  • Added paging to payment history
  • Remove client transaction from the api/salesreceiver/entry responses

Fixes

  • Made fix to make sure social media images are resized appropriately in Member messages preview

October 22, 2018

Fixes

  • Made fixes to various Member sharing options

October 16, 2018

Update

  • Updated Referral Rock to support the latest Tango integration (dark feature)

Fixes

  • Time zone was not being taken into account on UI list pages

October 11, 2018

Update

  • Improved monthly email sending speeds
  • Changed settings so Fraud settings are enabled by default
  • Loading redirect page is now white instead of black
  • Moved processing inbound webhook requests to async
  • Made the footer a lighter shade of grey on end-user facing pages
  • Made many updates to the Audit UI and layout

New

  • Removed search bar from the integration page

Fixes

  • Fixed an error that occurred when creating a Member Segment based on imported source
  • Added code to reinforce no JS errors happening around audit results

October 3, 2018

Update

  • Removed feature list from admin views
  • Made a severe overhaul of the Fraud UI throughout the admin dashboard
  • Integrated the audit warnings better throughout the Programs pages

      New

      • Use reset tokens for passwords when adding new admin users
      • Added new audit rules

      Fixes

      • Fixed a bug occurring in a specific rewards rules setup

      September 25, 2018

      New

      • Moved client files to Azure

      Fixes

      • Fixed defect to show merge tags in registration link review

      September 20, 2018

      Update

      • Updated  campaign static data such as:
        • Page templates that use the || notation for pre-filling copy from the new program wizard
        • Email templates use merge tags and footers
        • Sharing templates for social media, SMS, and email
        • Pre-configured additional program options
      • Updated password security

      New

      • Added a new email type to send a monthly summary to all Members of a given Program (dark feature)
      • Created email priorities to prioritize notification emails over campaigns and summary emails

      Fixes

      • Fixed 'Insert Image' in Page Editors
      • Fixed Undelivered Email filter within the Email Log

      September 19, 2018

      Update

      • Made some fixes to the sales entry imports to allow for better Member and Referral matching

      September 11, 2018

      Update

      • Added new email statuses to more accurately describe the state of any given email
      • Removed rate limiting from sales receiver 
      • Made outbound webhook calls async from the job service

      New

      • Now force to SSL
        • All API calls will require https

      September 3, 2018

      Update

      • Made minor UI improvements to email pages
      • Updated rewards emails to reflect email editor changes made within the program editor
      • Made minor updates to the fraud UI
      • Improved password security

      New

      • Added logic to prevent sales entries from auto-matching when only one Member exists
      • Put a rate limit on the API
        • No individual client is able to make more than 200 requests in 5 minutes and blocking after 100 in 5 minutes

      August 24, 2018

      Update

      • Added URL validation in the Program Add wizard
      • Made some routine security and performance improvements

      August 16, 2018

      Update

      • Added ability to turn off sitewide banner
        • Can now upload separate banners for page and email templates
      • Reward percentages now validate for a number value

      New

      • Created a built in program audit to highlight best practices and ways to improve referral programs
        • Will help to deploy new features
        • Highlight critical items

      August 8, 2018

      Update

      • Added ability to add background color instead of image
      • Now force redirect to SSL on admin site to ensure a more secure connection
      • Built a more thorough onboarding process to simplify setup for new customers

      July 27, 2018

      Update

      • Updated the email editor UI to allow for simple editing

      New

      • Added logging for all fraud rules
      • Created merge tag validation in text fields to prevent the use of unavailable merge tags

      July 10, 2018

      Update

      • Added section on Reward View to view associated coupon details, if relevant
      • Improved fraud detection filters including:
        • Self Referrals by IP Address
        • Self Referrals by cookie
        • Referring Domain Filter
        • Previous Referrals by External ID

      June 29, 2018

      New

      • Added default emails to Tango, PayPal, and Email Payout emails
      • Built HubSpot CRM integration
        • Allows you to specify which Objects (Contact, Deal, Company) and properties within HubSpot CRM trigger an event to Referral Rock
      • Added source tracking for Members and Referrals
        • Track and report on source of Members that self-register (Triggered Email, Direct, Email Campaign, Facebook, Twitter, LI) to learn how Members find out about the program.
        • Track and report on source of Referrals that self-register (Facebook, LinkedIn, Twitter, email) to learn how Members are circulating their personalized link and which channels are most effective.

      Update

      • Added new Search in Zapier for "Find Member"
        • Able to search for a Member by the query and return the Member info
      • Created a configurable Referral custom field display
      • Added Member External Identifier to the Referral API webhook

      June 19, 2018

      New

      • Advanced filtering and member segment creation
        • Create and save custom segments of member base to save for later viewing
        • Add multiple filters into one view
      • Custom Add Program
        • Make it easier for customers to create their first program that is closer inline to their business
        • New program add redesign
      • Use member segments when creating an email campaign
        • Create a campaign that can be sent to a specific member segment within a program

      June 7, 2018

      New

      • Email Message Resend
        • Resend to same email address, using same delivery method as first email
        • Resend to "alternate" email address, using same delivery method as first email
        • Resend to same email address, using alternate delivery method (whichever wasn't used before... i.e. sparkpost) vs first email
        • Resend to "alternate" email address, using alternate delivery method vs first email.

      Update

      • Allow conversions to set referral status
        • Allowed statuses: ProgramRule (default if not set), Pending, Qualified, Approved, Denied
      • Fixed Email stats to be more accurate and consistent

      May 24, 2018

      New

      • Advanced Member Filtering for Member List
        • Ability to filter members by a wide variety of member properties and member statistics

      Updated

      • Referral Page Redirect now redirects based on page load completion in addition to a back up timer

      May 16, 2018

      New

      • Recurring Member Email Campaigns
        • New user interface to draft, schedule, and manage recurring email campaigns
        • Ability to schedule campaigns every days, weeks, or months
        • Ability to schedule recurring campaigns with a start date in the future
        • Ability to schedule recurring campaigns with an end date in the future
      • Scheduled One-Time Member Email Campaigns
        • Ability to schedule a future send date for one-time member email campaigns
      • New View All Sent Campaigns Page
      • Member Sharing Merge Tags 
        • Pulls in pre-written messaging from program
        • Works like sharing links in the member dashboard
        • {MEMBER_REFERRAL_URL_FB} = Member's Facebook referral URL
        • {MEMBER_REFERRAL_URL_TW} = Member's Twitter referral URL
        • {MEMBER_REFERRAL_URL_LI} = Member's Linkedin referral URL
        • {MEMBER_REFERRAL_URL_GP} = Member's Google Plus referral URL
        • {MEMBER_REFERRAL_URL_PN} = Member's Pinterest referral URL
        • {MEMBER_REFERRAL_URL_SMS} = Member's SMS referral URL
        • {MEMBER_REFERRAL_URL_WA} = Member's WhatsApp referral URL
      • Member Sharing Pre-formatted Email Blocks
        • Available in the email editor under Blocks > Sharing
        • Add six new pre-formatted HTML sharing blocks directly to any member email
        • Options include buttons and links for direct sharing from a member's inbox
      • Member Statistics Merge Tags
        • Multiple new member statistics merge tags for use in the member page or any member email
        • Multiple merge tags for Referral Views, Referral Counts, Reward Amounts
        • Available on multiple time scales: all time, month to date, last month, last 7 days, and last 30 days 
      • Member Statistics Pre-formatted Email Blocks
        • Available in the email editor under Blocks > Statistics
        • Add 4 new pre-formatted HTML statistics blocks directly to any member email
        • Options include referral pipelines, all time vs 30 days comparison, and total referral count
        • All include buttons to directly open and log into the member's page for more info
      • Optional Member Footer
        • Available in the email editor for every member email
        • Improves member sharing and engagement
        • Easy one-click on or off adds the footer directly to the bottom of the email above the default footer
        • Includes the most common member sharing and statistics blocks
      • Drag and Drop Email Editor Functionality
        • Sharing blocks and merge tags can now be dragged and dropped into emails wherever desired

      Updated

      • Coupon code redeem action checks only distributed coupons instead of all coupons for faster redeem
      • API Updates
        • Member POST updated to accept more fields
        • Referral POST updated to accept more fields
        • Reward POST updated to accept more fields

      April 20, 2018

      New

      • New Script Type Selector For All Integration Scripts
        • Pre-written conversion scripts for seven popular 3rd-party integrations
        • New basic versions of all scripts take only required and highly recommended parameters
        • New detailed versions of all scripts take all possible parameters
      • New Import UI
        • Can now view the status of all member, referral, and sales entry imports in Import History
        • Valid import statuses are: New, Running, and Completed
        • Improved import summary display and navigation

      Updated

      • Merge tag display order updated to highlight {REWARD_RECIPIENT_NAME} and  {REWARD_RECIPIENT_EMAIL}
      • EmailUnsubscribe and RemoveUnsubscribe API responses now include a message, success boolean, and email address.

        April 13, 2018

        Updates

        • Referral Rock Zapier App 
          • Added new Email Unsubscribe Action and Trigger
          • Updated Referral Add/Update and Member Add actions with new fields and description
        • Email Payouts have access to more merge tags, including reward recipient, all member, and all referral tags
        • When manually adding or editing a reward, information on the chosen recipient is displayed
        • Improved member limit notifications
          • New upgrade reminder notification for 90%, 95%, and 99% of member limit reached

        April 10, 2018

        New

        • Webhook email unsubscribe event add 
          • New webhook added "EmailUnsubscribed" 
          • Gets triggered when email is blocked/unsubscribed from all email types
          • Can be subscribed from API 

        Updates

        • Referral Add/Updates fields updated API 
          • Several new fields added to Referral API (add/update-post/get)
          • Should appear in postman API and in Referral Rock API site. 
        • Member API Custom Override URL 
          • New field on Member API added (add/update-post/get)
          • Should appear in postman API and in Referral Rock API site. 
        • Postman links
          • Updated links to postman api collection 

        April 6, 2018

        New

        • New Integration Scripts Brand new JavaScript widget, access script, and supports multiple scripts on 1 page.
        • Time Base Program Emails - Two new email notifications for programs.  1) Member Reminders can be set X days after registration to encourage the member to share more.   2) Referral Invites can be set to X days after referral approval to encourage registration into the referral program.
        • Referral Update Redirect  - New integration option to update a referral and redirect to any page you like.
        • Email based reward payouts now use the new email editor Supports templates, images, and other new merge tags for rewards and reward recipient name and email.  
        • Member Email Preferences - Members can individually manage subscribes/unsubscribes from specific email types.  The new page for members can also be customized by the admin for their own language strings.
        • New API Call to Unsubscribe from Emails - Great for syncronizing lists from other email subscription management

        Updates

        • Admin UI - Social Preview defect fixes in the program editor
        • Admin UI - Payout history JSON now displays again for Paypal and gift cards
        • Email Editors - New merge tags for inserting "One Click Access" links and buttons
        • Admin UI and API - Referral and Member Searches now can search custom values
        • Admin UI - Fixed Date pickers to respect local timezone
        • API - Documentation updated
        • Editing Paypal and Tango Emails- Defect fixed where checking for Reward Item, when a reward list was used
        • Salesforce - Updated SF Package 4.3.2018 with better error logging and a number of small defect fixes.
        • Postman update - See on http://api.referralrock.com/
        • Admin UI - Couple of top level menus added.  1) Redeem Coupons (under Rewards/Payments) 2) Go right to the Event Log from the Integrations menu


        March 7, 2018

        Updates

        • Added a parameter to the confirm page with redirect option, overrideconfirmredirecturl, that allows you to set your own redirect url programatically and overrides the "Redirect URL" setting

        March 1, 2018

        New

        • New program editor page for "Member Messages" to preview how a share on social media, SMS, and email will display to the recipient

        Updates

        • Increased Twitter share character limit from 110 to 240
        • Admin UI - Improved list views of Members, Referrals and Rewards by adding filtering by create date and multi-select to delete
        • Admin UI - Referral Add now requires last name
        • Admin UI - Lighthouse now has access to the Knowledge Base
        • Updates to our API documentation as well as added additional information to response messages

        February 13, 2018

        New

        • Can now add a custom email template 

        Updates

        • Added ability to view email templates directly from the Sending Settings

        February 8, 2018

        New

        • Added email templates to be used in program notifications as well as email campaigns, template settings can be adjusted under Sending Settings
        • Broke out email settings to Sending Settings and Delivery Settings

        Updates

        • Insert button, insert image, and insert merge tag as a button are all now available within the email editors
        • Ensured account notifications are being sent to the correct recipients
        • Can now cancel a scheduled email campaign by moving it back to draft mode 

        February 1, 2018

        Updates

        • Updated Salesforce integration to support "true/false" data types, i.e. radio box fields
        • Only receiving a response from the sales configure if the cached response is older than one minute
        • Salesforce package version now reflects the date the package was installed

          January 27, 2018

          New

          • Launched a new email editor for program emails and notifications and campaigns
          • Added scheduled sending for email campaigns

          Updates

          • All program emails have been moved to one central table

          January 10, 2018

          New

          • Can now send an email campaign to Members of your referral program directly through Referral Rock

          Updates

          • Updated the event log to show API calls with error messages included
          • Added "Unlock referrals with Referral Rock" to email footer when the "Powered by Referral Rock" option is on

          December 29th, 2017

          New

          • Added the ability to send single email campaigns to program Members
          • Ability to shut off sending emails on import (agency feature)

          Updates

          • Updated the Member page email form to allow for a maximum of 20 per form and 50 per day
          • Added additional validation to the email field on the Referral form page 

          December 15th, 2017

          Updates

          • Added new search and filtering options within the email log including search by email address, sorting by date, and created date.

          December 8th, 2017

          New

          • Referral Rock customers can now set up a custom domain on their own (if on an enabled plan)
          • Admin can now change a user's password
          • Added the ability to delete unused coupon codes

          Updates

          • Increased reward update fields to edit pending rewards
          • Added various filtering and small UI changes to the Coupon Sets page (previously Coupon Lists)
          • Added the ability to clear stats and clear stats for a specific date range
          • Updated the Referral add when adding directly from the view of the referring Member
          • Made minor updates to the Team Management UI (previously Team Settings)

          December 1st, 2017

          New

          • Added the ability to set Member Code generation rules, including name based generation and random string generation with an optional prefix
          • Adjusted the program editor to include an Additional Options page that includes Member registration options and fraud settings

          Updates

          • Added priority icons and ability to filter by type to Notifications in the Admin dashboard
          • Added JB Hi-Fi Gift card option (AUD)
          • Salesforce install now shows build number within the settings

          November 10th, 2017

          New

          • Can now automatically create rewards including coupon codes, barcodes, and QR codes
          • Added the confirm page with redirect option to capture referrals through an existing workflow

          Updates

          • Referral rewards can now be distributed based on any status, not just Approved
          • Updated Integrations page layout

          October 20th, 2017

          New

          • Can now set a minimum Referral Amount required for both Member and Referral rewards

          Updates

          • Referral rewards now support Reward calculation basedoff of percentage with an optional maximum amount
          • Now support auto issuance of reward upon creation

          October 15th, 2017

          New

          • Added the ability to update custom Member fields through the admin UI
          • Added the ability to update custom Referral fields through the admin UI
          • When adding parameters to a Member's referral page link, the parameters will automatically get added into the redirect URL

          October 4th, 2017

          New

          • Added Starbucks gift card as a reward option

          Updates

          • Updated the Referral Rock UI to show images for gift card selection, enabling easier payout setup

          September 29th, 2017

          New

          • Added 'Company Name' as an optional Referral field

          Updates

          • Can now make 'Email Address' optional on the Referral form
          • The Admin UI when updating a Referral now includes many more fields to allow you to update manually
          • Made the admin notification optional when directly adding a Member or Referral

          September 20th, 2017

          New

          • Added the ability to view a Member's email statistics from the Member view page
          • Can now view Program wide email statistics from the Program view page
          • Added filtering for emails by type within the Email History view to view emails by type from all programs, Program view to view emails by type by program, and Member view to view emails by type for that Member

          August 28th, 2017

          New

          • Added Email Management under Settings to allow easier access to email logs as well as email blocking
          • Referrals can now have rewards other than 'manual' payouts
          • Can now add manual Referral Rewards on view for individual referral
          • Can now issue email, PayPal, and gift card payout types
          • Can batch issue referral rewards from referral view and payouts owed page

          Updates

          • Updated member view for email management from the admin UI
          • Updated Team Management settings so an admin can add another admin to the team

          July 27th, 2017

          Updates

          • Social Media Images updated to 1200 x 630 pixels for higher resolution
          • Referral Rewards can now set an amount for the reward
          • Site Custom Header is clickable and goes to the same Logo URL
          • Image uploader now displays recommended image sizes upon upload

          July 19th, 2017

          New

          • Added the ability to select user timezone

          Updates

          • Made updates to integration scripts
          • Improved and made small updates to import feature

          July 12th, 2017

          New

          • Added the ability to see where Referrals come from with the Referral source.

          Updates

          • Updated the process for importing Referral updates.
          • Added more options for the Member source.
          • Under the hood improvements for all import options. 

          June 29th, 2017

          New

          • Added the ability to import Referrals
          • Added the ability to update Referral information through importing
          • Added the ability for resellers/agencies to create templates of Programs, and to create Programs from templates.
          • Added statuses for reward payouts: transit, rollback, and failed.

          Updated

          • Dashboard statistics can now be changed to look at preset date ranges as well as custom date ranges.

          June 19th, 2017

          New

          • Added the ability to toggle on/off requiring phone numbers for referrals.
          • Added a new layout option to the referral page-Hide Center Content. This removes the center section containing the images and other details.
          • Added an option to redirect upon completing the referral form. The redirect takes the place of the Referral Rock Thank You page.

          June 8th, 2017

          New

          • Added the ability to import members.
          • Added a member source field.
          • Added the ability for members to unsubscribe from emails.
          • Unsubscribing stops emails to members about completing referrals and their referral activity, but they will still receive emails about rewards they have earned.
          • Unsubscribing stops emails from a company through Referral Rock, not just the program they are unsubscribing from.

          April 26th 2017

          New

          • Add a new Gift Card Option - Coles $25 (Australian)

          Updated

          • Added list pages functionality and state management to our Member, Referral, and Rewards pages.
          • Added some sorting functionality to our list pages for key values. 
          • Added paging functionality to Payment History.
          • Added limit of 10 referrals and 10 rewards to Member view and included a "View" all link to display all of the items.
          • Improvements to Reward Issue infrastructure for safer error handling, notifications and rollback
          • Issuing a Reward now correctly fires webhook for RewardUpdate.
          • Renamed API Webhooks with NounVerb convention.
          • Added new API Webhooks (MemberDelete, ReferralDelete, RewardDelete,RewardIssue)

          Pre Release Notes

          Before April 26th, 2017 we did not record specific release notes, but you can visit product updates to see a list of major features released over time.


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