Table of Contents

January-March 2020

Meghan McEnry Updated by Meghan McEnry

Release notes from our Q1 2020 product releases

March 26, 2020

Update

  • Automated Ask Automation page has been renamed to Sources & Rules
  • Automated Ask UI updates

New

  • Referral Rock set to sync daily with CRM for use by Customer Success
  • Referral Form Web Page Builder now can pass Member, Referral, and Program merge tags on form action redirect, and merge tags are available for use on Display Complete Message

Fixes

  • Scheduled Payouts now properly send at the chosen time.
  • Fixed timezone discrepancy with Scheduled Payouts and the profile's timezone
  • Member Source now shows user-friendly Automated Ask sources
  • Plan level now properly shows on all Master account roles (internal)
  • Adjusted internal logging for Clearbit errors, import exceptions, and HubSpot warnings

March 20, 2020

Update

  • Added default values to Phone registration field for Member Portal 2.0
  • Program Activity logs now reflect both Invite Source and Member Add Source when an invited member registers for a program
  • One Click Access links for Member Portal 2.0 will no longer skip the phone/custom field page if proper values for required fields are not included in the link
  • Small text and UI updates to Automation page and Invite Email editor
  • Invite Campaign builder now links to Automation page when Potential Invites are selected as the recipient but none exist for the chosen filter

New

  • Automation page for Automated Ask is now live for all accounts
  • Invite Feed API call has been added our Zapier integration
  • New sources are available to reflect registration method of an Invited member
  • Prompt and button text for Member Portal 2.0 phone/custom field registration can now be customized under Language

Fixes

  • Member Segments that filter using 'Phone' no longer cause an error
  • Program Details page now properly reflects correct stats for Registration Reminder Emails
  • Embedded Member Portal 2.0 programs no longer allow a registering member to skip the phone/custom fields page when using SSO

March 13th, 2020

Update

  • UI updates to radio buttons and enable/disable switches in Member Portal 2.0 Program Editor modal
  • UI update to Automation page for Automated Ask (page is Dark)

New

  • Phone field and Custom Fields are now available for use with Member Portal 2.0 Registration
  • Invite Campaigns can now be sent to Potential Invites
  • Added Source filter to Potential Invites in an Invite Email Campaign

Fixes

  • Inactive accounts no longer accrue Potential Invites
  • Fixes to Automation page for Automated Ask (page is Dark)
  • Statistics on the Automation page now properly reflect Invite count from any source and Joined count by any method (page is Dark)

March 5th, 2020

Update

  • UI updates to the Invite Automation page for Automated Ask (page is Dark)

New

  • Added new Form templates to the Referral Web Page Builder

Fixes

  • Grammarly extension no longer inserts numbers or emojis into the Referral Web Page Builder
  • Salesforce help text on the Additional Options page now reflects that referrals can be added as Leads or Contacts
  • Selecting Additional Options from the Program overview page drop down menu for draft programs now properly brings you to the Additional Options page of the Program Editor

February 27th, 2020

Update

  • UI updates to the HubSpot and Salesforce sender modals
  • Added vertical scroll bar to the Additional Options page of the Program Editor to support smaller screens
  • Salesforce sender modal now checks to see if the connected Salesforce account has access to the API

Fixes

  • Removed old unneeded code from Referral Web Page Builder 2.0
  • HubSpot sender modal custom field dropdowns no longer allow you to choose fields that are automatically mapped
  • Salesforce integration page now properly displays the date of the last update received
  • Adjusted table formatting in the Scheduled Payout Summary email
  • Updated URL validation failure text in a few places that were previously missed
  • Adding a program from template no longer results in an error

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

How did we do?

April-June 2020

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