Release Notes

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

November 14th, 2019

Update

  • Updated logo alignment in Member Portal 2.0

New

  • Phase 1 of Automated Ask (Dark)

Fixes

  • Default Programs now function properly
  • Adjusted wording on View Pending Rewards page
  • Fixed PayPal UI to properly reflect ledger
  • Internal monthly email summary emails now send correctly
  • Fixed internal request dependency logging

November 6th, 2019

Update

  • Made small updates to the email log UI
  • Small updates made to Member Portal 2.0

New

  • Email campaigns are now available on all plan levels

Fixes

  • Resolved ReCaptcha errors
  • Fixed UI error caused by long referral URLs
  • Monthly email editor now working as expected

October 31, 2019

Update

  • Made adjustments to increase speed of program details page
  • Updated abuse limit UI messaging

New

  • Added feature for selection of Reward currency (Member Portal 2.0)
  • Added configuration activity tracking for integration settings
  • Added sent email category

Fixes

  • Add Member Failure Admin Notification email messages are complete
  • Preview for Email Templates is working
  • Integration and log pages are filtering correctly based on date

October 24, 2019

Update

  • Standardized all Salesforce and HubSpot integration oAuth workflows

New

  • Referral Rock to Salesforce send referrals now checks for duplicates in both leads and contact records

Fixes

  • Resolved image issue within the page builder

October 17, 2019

Update

  • Birthdate column is no longer required when running a member import
  • Added Lightning Salesforce setup instructions
  • Made a clearly fake temporary social media image

New

  • Built in email abuse detection to prevent continual spam issues

Fixes

  • "Automatically update referral with contact info" checkbox in Salesforce settings is now working

October 11, 2019

Update

  • Made small updates to external user form pages
  • Updated various ID names to be consistent across the product

New

  • Added a sending limit to email campaigns, including both invite and member campaigns

Fixes

  • Fixed member password merge tag to be hyperlink
  • Made small fixes to the sales entry formatting

October 3, 2019

Update

  • Made minor changes to Member Portal 2.0

September 26, 2019

Update

  • Created better integration of Sales Entry into the admin user experience
  • Updated text on CRM wizard buttons

New

  • Added sample merge tag data for preview purposes in program editor, emails, etc.
  • The Referral Rock to Salesforce send referrals feature is now enabled for all Established Business clients

Fixes

  • Dashboard data no longer uses a different date filter for approved referrals vs the referral list page

September 19, 2019

Update

  • Made multiple updates to the CRM integration pages
  • Updated default merge tags to better reflect the options provided in the new program add wizard
  • Added section on Conversion Script page explaining use of universal script for Apple ITP 2.0
  • Enabled Referral Rock -> HubSpot integration for new clients by default (Growth + Established Business packages only)

September 12, 2019

Update

  • Made updates to the HubSpot send referral wizard
  • Made updates to the Salesforce referral receiver wizard

New

  • Added Reward Link Spain as a payout option

Fixes

  • Referral Update webhooks now triggering on status update
  • Email message sent history is no longer timing out

September 5, 2019

Update

  • Made updates to the sales entry logic

Fixes

  • Member Referral Code merge tag now working on CTA links on Referral page V2

August 29, 2019

Update

  • Update image and crop modals

New

  • Added new European Reward Link Tango options

Fixes

  • Made fixes to the RewardUpdate and RewardIssue webhooks

August 22, 2019

Update

  • Add additional configuration activity log entries
  • Made small text changes on the integration page

Fixes

  • Made small fixes to the Salesforce integration for new accounts

August 16, 2019

Update

  • Added new fields to the sales entry model
  • Clients can now re-use and authenticate HubSpot connections that they have already made
  • Added additional text to the Referral Direct Add (Member Dashboard)

New

  • Created new wizard for setup and maintenance of the HubSpot integration

Fixes

  • Made fixes to feature syncing when upgrading and downgrading accounts

August 9, 2019

Update

  • Split out Member Add types within Program activity
  • Made numerous updates and fixes to the CRM sales entries including adding new process rules

New

  • Added new options for the Referral Rock to CRM integration for handling a duplicate referral/contact

July 25, 2019

Update

  • Add additional program activity events for member and referral rewards
  • Member request records become hidden from view after member limit has been reached
  • Add limit to the maximum number of pre approved members

New

  • Ability to take bulk actions on member requests

Fixes

  • Secured XSS vulnerabilities

July 19, 2019

Fixes

  • Program emails are able to be edited

July 18, 2019

Update

  • Login page SSO automatically redirects to signup page if email doesn't exist already
  • Secured XSS vulnerabilities
  • Made Program Add wizard updates, including eliminating audit rules for which information is no longer gathered
  • Add validation to prevent setting the "Email Delay" value for program emails to be higher than 90 days

Fixes

  • Referral Origin value shows in Program Activity even when Member does not exist
  • Resolved error on member reward disable after it was already deleted

July 12, 2019

New

  • Referral added integration from Referral Rock to Salesforce CRM (dark)

Fixes

  • Locked down access to various pages between client user roles
  • Made various small fixes to HubSpot integration

July 4, 2019

Fixes

  • Payout should not be able to be deleted if a reward rule is set to that payout
  • PayPal self service now respecting Member profile setting for issuance account
  • Referral Payout Reward emails honoring email template

June 28, 2019

Update

  • Added Unsubscribe/Spam stats to the monthly summary email
  • Configuration Activity now tracks changes to Referral Page mode
  • Made small adjustments to the PayPal Self-Service UI, including help text

New

  • Referral added integration from Referral Rock to HubSpot CRM (dark)

Fixes

  • Program details shows the correct Referral capture method
  • Subscription add-ons are being added to account limits correctly
  • Made some small fixes to existing HubSpot integration

June 20, 2019

Update

  • Added Spam and Unsubscribe email stats to the admin UI
  • Removed SSO from demo request page

New

  • Created reward rules that control reward amount rounding to either rounding down, rounding to nearest whole number, or rounding to two decimal places

Fixes

  • Clients with Allow_Email_Campaign_Flag set to false should not have access to email campaigns

June 13, 2019

Update

  • Added the use of currency codes for international currencies

New

  • Added social login to the demo, signup, and login client pages

Fixes

  • Made some fixes to various error pages that occurred when hitting disabled program pages

June 7, 2019

Update

  • Member reward and Referral reward percentages both round to two decimal places
  • Reward merge tags have been removed from emails where data is not available
  • Reward rule adds and updates now show in Configuration Activity

New

  • Added the ability to connect a Self Service PayPal account (dark)

Fixes

  • Member passwords now enforce five characters
  • Integration Events page now only shows client specific events
  • Can now delete client accounts that have an associated PayPal account
  • {REFERRAL_OFFER} merge tag now working on client pages
  • Issue Note now showing on Reward details
  • Resolved overflow issues on Member Page

May 31, 2019

Update

  • Made updates to the Program Actions area of the dashboard
  • Added access to create email campaigns from more locations and made small adjustments to campaign UI

New

  • Automatically save Member Requests upon overage

Fixes

  • Referral Page V2 now renders social media image and message when using redirect

May 30, 2019

Fixes

  • Resolved Chargebee account settings issue
  • Added reward rule logging
  • Updated merge tags to include Referral Company Name

May 27, 2019

Update

  • Made updates to the HubSpot webhook
  • Added additional sections and features to the Referral Page V2 editor

New

  • Created an additional reward rule for time based rewards
    • Set a time frame in which Referrals that fulfill the criterium generate a reward for the related Member

Fixes

  • "City" field when entering a credit card now allows for four-letter cities

May 16, 2019

Update

  • Hide preview for invite campaign if no Pending Members exist
  • Made UI updates to the Pending Members area

New

  • Reward rules now allow for decimal places in percentage rewards (up to two decimal places)

Fixes

  • Download import now downloads correct files
  • Corrected grammar in default Facebook post
  • Can now set phone number to required when accessing through the Member Page

May 9, 2019

Update

  • Made updates to Chargebee and demo signups
  • Updated the separation of Member Invites and Pre-approved Members

New

  • Auto fill in business name merge tag for Referral Page V2 templates

Fixes

  • Fixed the overflow on list pages
  • Corrected Web Member Access events in program activity
  • Fixed a typo in the default Facebook sharing message
  • Turned off the Powered by Referral Rock link in reseller accounts
  • Added back the ability to preview email campaigns as a Member

May 2, 2019

Update

  • Added additional Refferal Page V2 templates
  • Updated the default subject/body for the invite campaign email

New

  • Added the ability to add, update, and delete named program templates
  • Can now save non-latin characters on Referral Page V2

Fixes

  • Made fixes to ensure emails aren't being sent to cancelled accounts
  • Reward page loads correctly even when no description is in place
  • Fixed link to CSV example in email campaigns

April 25, 2019

Fixes

  • Fixed '+' characters in SMS sharing option

April 23, 2019

Update

  • Made email campaign updates
  • Import CSV skips empty lines
  • Added Google Analytics to Referral Page V2

Fixes

  • Made fixes to the monthly email summary stats
  • Made fixes to the referral code length logic to align creation and Member update rules
  • Can now upload an image with a space in the name 
  • An invalid phone number length will now show an error in Referral Page V2

April 9, 2019

Update

  • Made changes to the Tango catalog to more clearly present gift card options
  • Now allow for SSO when using a form with additional, non-required form fields

New

  • Public launch of Referral Page V2

Fixes

  • Made fix to fraud rules so flags appear correctly

March 28, 2019

Update 

  • Broke Pending Member logic into two categories; Requests and Invites
  • Intercom and Marketing form updates

New

  • Added Pending Member importer

Fixes

  • Referral Page views working as expected
  • Hover Text for "Referral Action" buttons on Referral Page v2.0 is corrected

March 22, 2019

Update

  • Added more activity types to the Program Activity log
  • Optimized the Pending Members page

New

  • Added audit rules around SSO and mobile sharing options
  • Built in Tango funding statuses

March 14, 2019

Update

  • Created a more functional error page
  • Added more activity types to the Program Activity log

New

  • Added Captcha to the demo request page

Fixes

  • Resolved error surrounding "Send to Past Members" in emails
  • Date filter now works on Sales Entries log
  • Resolved client list issues for agency accounts

March 7, 2019

Update

  • Removed Google+ from product
  • Enabled Single Sign On feature for all clients
  • Made further updates to Referral Page V2
  • Remove email export functionality from email log
  • SSO is enabled (Facebook Login button and Google login button) for newly created Programs
  • Added Reward Link card that includes Visa gift card option

New

  • Added saved views on the master client list for CS team

Fixes

  • Resolved Program Activity pagination issue
  • New accounts created have the recommended option checked by default checked when opening the conversion settings IFrame
  • Optimized email campaign page

February 28, 2019

Update

  • Made updates and fixes to the Referral Page V2 (dark)
  • Made updates to increase performance of Pending Member campaigns

Fixes

  • Fixed an error on the program activity page
  • Fixed admin favicon
  • Corrected the Team Management table to accurately show the correct username 
  • Errors no longer occur when there is no default account owner
  • Can now download Unsubscribed Report when there are no unsubscribed Members
  • Dashboard is now showing correct date range

February 21, 2019

Update

  • Added additional templates to Referral Page V2 (dark)

New

  • Added campaign type to send invite to Pending Members
  • Added the ability to pass a custom field to external ID

February 14, 2019

Update

  • Made improvements to the Referral Page V2 editor

New

  • Added the ability to insert Facebook App ID to override default settings
  • Released public facing Program Activity page

Fixes

  • Made fix to monthly summary email 

February 7, 2019

Update

  • Updated Referral Page and editor (dark)
  • Made updates to the client list to sort by an assigned owner

New 

  • Added downloadable reports
  • Added Google SSO (dark)

Fixes

  • Resolved error message for exception when email is not given during Facebook login
  • Facebook SSO works in widget and iFrame view

January 30, 2019

Update

  • Made Pending Members page performance enhancements

New

  • Added annual payment limit 

Fixes

  • SSO error messages have been fixed
  • Referral Update script is now sending correct fields
  • Can no longer add Members to inactive Programs through the admin UI
  • Logo issue has been resolved
  • Fixed Contact Us page
  • Members now able to login if email exists in two separate Programs where one is inactive

January 22, 2019

Update

  • Monthly Email Summary Email enhancements

New

  • Auto register or login from Google/FB without clicking SSO links (dark)

Fixes

  • Removed error screen when adding PayPal fund
  • Fixed outbound webhook exception on email block list event

January 16, 2019

Update

  • Moved outbound webhooks to the service bus logs
  • Remove job service from code base

New

  • Added Facebook sign in for Members (client)
  • Moved integration logs to Azure

Fixes

  • One Click Access URL Merge Tag {MEMBER_CLICK_ACCESS_BASE_URL} is now encoded and doesn't fail with special characters
  • Fixed dashboard links
  • Resolved Tango resend error

January 3, 2019

Update 

  • Update Notification page wording to reflect pending Member changes
  • Made UI updates to client list page
  • Refactor GetOrGenerateToken() and move to a single stored process

New

  • Moved remaining job services to azure

Fixes

  • Async webhooks send correct reward
  • Registration reminder email shows address
  • Made various dashboard stats fixes
  • Fixed merge tag in Referral Invite email

December 24, 2018

Update

  • Client list shows N/A for beta and trial accounts
  • Remove Sales Machine integration
  • Add origin source types to program activity (dark)
  • Move page view logging to new architecture

Fixes

  • Tango orders fail when using special characters in recipient's name
  • Fixed reward list page when recipient's name is missing
  • API calls ignoring status when creating referrals

December 19, 2018

Update

  • Made updates to the fraud page UI
  • Small updates to the Pending Member UI
  • No Pending Members with a duplicate email may be added

New

  • Built an FTP feed to run a daily job of coupons issued the previous day (client request)
  • Added client health scores for Customer Success team to take a proactive stance for struggling clients
  • Added Email Validation Logging to Signup and Demo Request
  • The following background jobs have been moved to Webjobs:
    • Sales Machine
    • Imports
    • Email Campaigns

Fixes

  • Can now cancel out of adding pre-approved Member
  • Fixed sales receiver import timeout
  • Email history create date should show time on hover
  • Fixed add payout radio options

December 14, 2018

Update

  • Added new Reward fields 
    • Recipient_External_Identifier
    • Payment_Status
    • Payment_Type
    • Payment_Identifier

New

  • Added Pre-Approved Member list functionality

Fixes

  • Script passes decimal or integer and translates string to decimal

December 11, 2018

New

  • Program Activity page added to track activity and changes within programs (dark)

Fixes

  • Reset Button text on the reset password page now updates
  • API Keys are able to be deleted

December 5, 2018

Update

  • All stat numbers have commas, were applicable

New

  • Added configuration activity page to track account events and changes (dark)

Fixes

  • Fixed error message shown when too large image is uploaded
  • Fixed client logo
  • Monthly emails now populate in the email campaign list page
  • Favicon has been re-added

November 29, 2018

Fixes

  • Fixed the blocked referral link from the dashboard

November 28, 2018

Update

  • Made major changes to the admin dashboard and menus
    • Reclassified items to fit better in fewer headings
    • Easier access to Program actions directly from the dashboard
  • Member authentication is now centralized into a set of functions
  • Prevent payout emails longer than 1024 characters
  • Default test is now Arial font

New

  • Created admin email to send a summary 24 hours after sending of Member monthly summary emails
  • Added 'Email Resources' which allows for better in-program setting and editing of email templates
  • Added new email templates

Fixes

  • Recent email campaign tables now shows monthly summary emails
  • Removed unnecessary JS and CSS from iframed marketing form pages
  • Paypal reward email now includes email message on payout
  • Audit no longer reading Tango V2 as a manual payout type

November 21, 2018

Update

  • Enhanced our tracking to battle against cookie/ad blockers
  • Move StatJob and OutboundWebhookJob to be webjobs
  • Add email summaries and history to the Program summary page
  • Update UI to support migrated Tango V1 accounts
  • Updated default email wording to reflect changes in Member password changes
  • Added reseller updates

New 

  • Force the customer site to use https

Fixes

  • Fixed Chargebee error occurring on upgrade
  • Fixed tiered rewards that fired incorrectly when multiple Referrals moved to Qualified status at the same time
  • Fixed two payout errors
  • Added paging controls to the Client List pages

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
  • API referral query options expanded with fuzzy matching
  • 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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