Table of Contents

July-September 2020

Meghan McEnry Updated by Meghan McEnry

Release notes from our Q3 2020 product releases

September 24th, 2020

Update

  • Member Portal 2.0 updated suggested image size for Dashboard and Registration pages
  • Custom Domain UI updates when using reverse proxy
  • Member Add from the Admin UI no longer offers "All Programs" as an option

New

  • Email Editor v2 is now live for all new accounts
  • Agency password reset emails now use the Agency's custom domain in the from address

Fixes

  • Member Add from the Admin UI no longer offers "All Programs" as an option
  • Resolved exception related to uploading large images into the Program Editor
  • Edit Fraud Rules link on the Fraud Events page no longer results in error
  • Security updates

September 17th, 2020

Update

  • Dashboard 2.0 "Invites sent" line chart now reflects the email "sent" date rather than the email create date, to account for configured delays
  • Password Protection for Member pages has been moved to a client configuration. No functionality for current customers will change.

New

  • New feature configuration for reverse proxy for custom domains

Fixes

  • Member Portal 2.0 Share Block text is no longer empty by default
  • Email Editor v2 Monthly Member Email default design updates (BETA)
  • Manually adding a Referral through the Admin UI while Approve Referral is checked no longer results in an error
  • Leaving Dashboard 2.0 before all actions are loaded no longer causes an exception
  • All flags on the Fraud Events page are now the same color
  • Fixed null ref exceptions occasionally hit on Referral Page 2.0
  • Resolved exception with the Timed Email Job
  • Security updates

September 10th, 2020

Update

  • Default text for Monthly Member Email has been added to the Default Language settings
  • Updated default text for Direct Add on Member Portal 2.0
  • Updated Direct Add on Member Portal 2.0 to not use custom fields by default

New

  • New fraud rules have been added to the Fraud Events page (phone, direct add daily limit, direct add monthly limit)
  • New warning message and confirmation request when switching Share block types for Member Portal 2.0

Fixes

  • Member Portal 2.0 "Choose Image from Gallery" no longer results in error when exiting
  • Direct Add modal no longer shows the thank you message after the first added referral
  • Uploading 3 or more images into Email Editor v2 no longer results in continuous spinner (BETA)
  • Removed empty column in Invite Campaign Import Details

September 7th, 2020

Update

  • Text update to No Site friendly error page
  • Form settings in Email Management can no longer be blank

New

  • Member Portal 2.0 now has the option to change from Social Share to Direct Add
  • 3 new fraud rules (duplicate phone number, daily direct add limit, monthly direct add limit)
  • Salesforce v2 Receiver can now connect to a Sandbox Salesforce account

Fixes

  • CSV import headers no longer are case sensitive
  • Email Editor v2 toolbar now properly aligns text, as well as change text and text background colors (DARK)
  • Email Editor v2 Import Invite Campaign help text no longer reflects Potential Invite Campaign help text (DARK)
  • Dashbord 2.0 line chart names have been updated to consistently use sentence casing
  • Text update to Nosite friendly error page
  • Form settings in Email Management can no longer be blank

August 27th, 2020

Update

  • Elastic Search server upgrade

New

  • New line charts available on Dashboard 2.0: Referrals Qualified, Referrals Approved, Referrals Denied

Fixes

  • Pending and Qualified referral actions now properly appear on Dashboard 2.0
  • Email Editor v2 UI and functionality fixes (DARK)
  • Adjusted Invite and Member Campaign limit error messages for Email Editor v2 (DARK)

August 20th, 2020

Update

  • Referral Page 2.0 toolbar has been updated to reflect Email Editor v2 toolbar
  • Email Editor v2 UI updates for Invite Campaign and Member Campaign wizards (DARK)

New

  • Manage Email Subscription and Code Not Available page now use Member Portal 2.0 styling
  • Error, 404, and No Site pages have updated style

Fixes

  • Dashboard 2.0 exception resolved
  • Fixes to the way authorized sending and bounce domains work with our main email job, ensuring the first try doesn't fail and rely on the backup service
  • Updating an Invite to Program Auto Ask rule from an inactive program to an active program now properly creates a Configuration activity
  • Deleting Members when using advanced filtering and using "Select All" no longer results in an error
  • Email Editor v2 - Creating an Invite Campaign or Member Campaign for programs that have not fully migrated to Email Editor v2 no longer results in an error (DARK)

August 14th, 2020

Update

  • Email validation has been added to text fields that allow multiple email addresses
  • Invite and Member unsent campaigns that are tied to a disabled program are now hidden until the program has been re-enabled
  • Invite and Member unsent campaigns that are tied to a deleted program are now deleted
  • Email Editor v2 Invite and Member Campaign wizard and UI updates (DARK)
  • New default emails for Email Editor v2 (DARK)
  • Plan has been added to Master Liability page (Internal)

New

  • Notify Member Email now offers a default email (Email Editor v1 and Email Editor v2 (DARK))
  • Email Editor v2: Invite Campaigns can now accept CSVs up to 50Mb (DARK)

Fixes

  • Email type Payouts no longer experience error on first email edit
  • Member Portal 2.0 gray footer has been removed from embedded portals
  • Sorting the Member List by a custom Create Date no longer results in an error
  • Entering an invalid Date of Birth on Member Portal 2.0 no longer results in an error
  • Team Management page no longer overflows when long email addresses or names are used
  • Updated code for new Tesco Tango Gift Cards

August 4th, 2020

Update

  • Email Editor v2 - When in edit mode, the toolbar now always displays (DARK)
  • Email Editor v2 - When publishing a version, you can now load the version into the editor (DARK)
  • Reports page UI update

New

  • New Configuration Activities for Email Editor v2 (DARK)
  • Added Google Analytics to admin pages for internal use

Fixes

  • Auto Ask - Invite Email accordion display now displays properly when expanded
  • Security improvements

July 23rd, 2020

Update

  • Custom text values and custom dropdown value can now be edited by editing the Member

New

  • Email Editor v2 has been added to member email campaigns along with UI updates (DARK)

Fixes

  • Long Registration text prompts no longer misalign form fields for Member Portal 2.0
  • Searching for client by ID on Master List now properly shows health score (INTERNAL)
  • Access script now properly displays the embed version of Member Portal 2.0 (DARK)
  • Auto Ask email preview now properly displays the Email Editor v2 email instead of Email Editor v1 if v2 is enabled (DARK)
  • Email Editor v2 footer snippet update (DARK)

July 16th, 2020

Update

  • Email Editor v2 Default reward email moved to a static provider property (DARK)

Fixes

  • Resolved exceptions from Dashboard 2.0
  • Member Advanced Filter for Unsubscribes now properly displays members that are unsubscribed to all program emails
  • Email Editor v2 Sending a test email no longer results in continuous spinner (DARK)
  • Email Editor v2 Button snippets now show proper button sizes in both the Edit and Preview mode (DARK)
  • Member Details page direct link now shows program selection instead of causing an exception

July 9th, 2020

Update

  • Improved outbound webhook logging
  • Email stat improvements (DARK)
  • Email Editor v2 UI updates (DARK)

New

  • Email Editor v2 has been added to email Payouts (DARK)

Fixes

  • Duplicate Referrals by Email Address in same program fraud rule now properly blocks duplicate email addresses
  • Program information now properly reflects Redirect when a Referral Page 2.0 is set to redirect
  • Dashboard 2.0 line chart UI and filter fixes
  • CustomOption1 value is no longer removed when editing a Member
  • HotJar can now track in-app modals (DARK)
  • Email Editor v2 Qualified and Approved emails now properly save (DARK)
  • Email Editor v2 personalized merge tags are now able to be added and removed without error (DARK)

How did we do?

October-December 2020

April-June 2020

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