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Tyra Earl Updated by Tyra Earl

Release notes from our Q1 and Q2 2022 product releases

May 19th, 2022

Update

  • API email unsubscribe performance improvements
  • Wise simulation harness for internal use
  • Rolled back Wise rewards will now properly go back into Pending and can be reissued
  • Internal security key improvements

New

  • Terms and Conditions language string available for Member Portal registration page
  • new internal API tests using minimum fields

Fixes

  • Member Portal registration through SSO now properly respects the Terms and Conditions requirement setting
  • Canonical tags will now include http, https, and www. if configured in the referral redirect URL
  • Wise no longer shows an error when selecting certain currency sources

May 12th, 2022

Update

  • Member Email Campaign default email has been updated
  • Tango UTIDs have been updated internally for Tesco and Starbucks UK gift cards
  • Added additional logging to investigate admin recaptcha empty token issues
  • Removed GBP currency from Wise integration (DARK)

New

  • New Configuration Activity event when HubSpot Members to Contacts manual sync is triggered
  • We have added a canonical tag to member shares, meaning clients will get the SEO benefits from things like member share links that redirect to an external page

Fixes

  • Lead scoring fixes to ensure the proper leads are led to the proper Calendly page to book a demo
  • Resolved an issue where the HubSpot Members to Contacts enable/disable toggle would flip under a specific use case
  • Member Email Campaign default email has been updated
  • Fixes to internal JS logging statements
  • Resolved issue when using Referral.js for conversion and Google Tag Manager - if the script is placed twice, the conversion will no longer bypass duplicate email fraud rules due to race conditions
  • Fixed subject line for Registration Email when sent from the Member Details page to match the program's set subject line

May 5th, 2022

Update

  • Script checker will now ignore www. in URLs
  • Moved some encryption keys to vault
  • Removed unused jobs

New

  • Reward can now be bulk issued from lists. You can select multiple rewards at once time to issue, despite payout type.
  • Master admins (Internal) can now add team members to an account from the client list
  • Email instructions can now be sent under Referral.js modal's "Need a hand?" tab. It will open from the user's native email client.

Fixes

  • ReCaptcha token is now generated on user submit
  • Typo fixed on member add modal from Admin UI
  • Resolved authentication error with Member Portal when an email address matched a referral code
  • Internal Postman tests no longer fail is the program exists from a previous test
  • Post duplicate prevention validation now properly fails
  • Resolved exception when member and referral were deleted before brand visit was created

April 28th, 2022

Update

  • HubSpot performance improvements
  • Sales Entries list will be sorted by "All" by default

New

  • All new Member Portal programs will now use the Email Form share block
  • New lead scoring for internal sales use

Fixes

  • Member access API will now require a member query and will fail if the query matches more than one member
  • Member Portal previews in the program editor no longer create a page view
  • Member Portal custom dropdown configuration will no longer accept line breaks which caused errors
  • Referral Page favicon no longer disappears after manual save
  • Script Checker no longer processes empty URLs therefore no longer throws an exception

April 21st, 2022

Update

  • Integration Log message for Member Access updated to "Access Granted" or "Access Denied" rather than Conversion related messages
  • Added additional logging to Imports

New

  • Admin login, Sign up, and Demo request forms now use reCAPTCHA

Fixes

  • HubSpot Customers to Referrals (receiver) performance improvements
  • HubSpot Members to Contacts integration now properly syncs Member statistics when configured
  • HubSpot account validation message improvements for Referrals to Contacts and HubSpot Customers to Referrals
  • "Automatically include Referral Link on Bottom" checkbox for email messages when using Member Classic on an account where Program Editor 2.0 is enabled now properly adds the referral link to the end of the email message sent through Email Form
  • Updated internal Segment events to include a few missed fields
  • Member Portal Registration Page no longer shows disabled custom fields when Phone is set to required
  • Referral.js Script Checker now properly text wraps long URLs and will properly verify scripts on URLs with or without the backslash before query values
  • Referral Page 2.0 Editor - merge tax box has been adjusted so longer merge tags are not cut off

April 13th, 2022

Update

  • Added URL parameter which will automatically open the Referral.js SDK modal on the integrations page
  • Update to Demo Request flow

Fixes

  • HubSpot Sales Entries are no longer incorrectly skipped when duplicate object IDs are used and the processed event isn't mapped in the configuration
  • HubSpot account validation message improvements
  • Postman collection link has been updated

April 7th, 2022

Update

  • Delete Account button has been hidden due to issues when the account is deleted before the subscribed plan is canceled
  • Adjusted "mail.uk" internal lead scores

Fixes

  • HubSpot Receiver will no longer display unsupported property types (date picker and multi checkbox)
  • Fixes to internal Segment events related to IP country location
  • Fixes to internal logger

March 31st, 2022

Update

  • Form Conversion Tool is now DARK
  • Integration Log will now show the access type along with the associated email
  • Referral Page 2.0 toolbar UI updates
  • Security improvements related to logs
  • Member Portal authentication security improvements
  • Segment Brand Visit events will now display IP country information for internal use

New

  • New Segment events related to emails
  • New Segment events related Form Conversion Tool events for internal use
  • Form Conversion Tool configuration activities have been added for internal use (DARK)

Fixes

  • Referral Page 2.0 text bolding fixes
  • HubSpot duplicate key exception has been resolved

March 24th, 2022

Update

  • Updates to Team Management page
  • Custom Dropdown name and value can be edited through the Referral Update in Referral Rock UI
  • Segment data sent for internal use (Member Email, Reward Activity)

New

  • New Member Portal edit buttons added to make finding these settings easier

Fixes

  • CSV download encoding updates
  • HubSpot token will automatically refresh instead of expiring after a day
  • Resolved exception related to recurring reward rules
  • Updated a few page titles that were missed from last release

March 10th, 2022

Update

  • Brand Visit data is now sent to Segment for internal use
  • Notification Logs and Notification Settings are now accessible in different navigation dropdown menus rather than being combined
  • Button settings have been added to Referral Page 2.0 edit Form Settings, allowing you to customize the button on the Contact Form
  • SMS shares will now support 280 characters
  • Updated tab titles and standardized capitalization for URLs across the site
  • Updated UTIDs for Tango Amazon gift cards
  • Navigation menu item under Settings "Team" has been renamed to "Team Management"

Fixes

  • Member Portal Referrals tab referral export now includes UTM parameters and BrowserReferralURL fields, when available
  • Manage Gift Card (Tango) now properly shows when a payment is in Pending status
  • On the Program Editor 2.0 Promote Page, after a script has been verified, the page will now automatically refresh to update the Tracking Visits icon
  • Form Conversion Tool exception fix when request doesn't have User Languages

March 3rd, 2022

Update

  • Admin Navigation has been updated
  • UI updates to the script installation modal
  • Updated external links on the Reward Rules modal
  • Member engagement related events are now sent to Segment for internal use

New

  • Direct Add share type can now enable or disable the Referral Add button on the Member's Referral List page (disabled by default)
  • Member Reward and Referral tabs now have improved pagination
  • Member Referral tab now offers a CSV download to view the individual member's referrals and status
    • Member Referral tab CSV download is limited to once per 60 seconds

Fixes

  • Integration Log search function improvements
  • Referral URLs containing extra "/" now properly redirects to No Code Found page

February 24th, 2022

Update

  • Form Conversion Tool UI updates and updates to the detection button functionality
  • Updated syntax and text for Configuration and Program Activity consistency
  • Internal Chargebee addon updates

New

  • RP2.0 updated toolbar and editor/browser/tab exit confirmation alerts when there are unsaved changes to help avoid accidentally losing editor progress
  • Form Conversion Tool is now linked through the Integration page and the "Connect Conversion" modal on the Promote page of the program editor
  • Due to upcoming Chrome default cookie changes, we have added the ability for cookie values to be stored in local storage instead of as a 3rd party cookie to prevent losing proper tracking.
  • Internal Unit Tests added to Segment code

Fixes

  • Fixes to Referral.js internal test harness for web conversion and access script
  • Members who are part of multiple programs with the Monthly Member Email enabled will now receive emails with links that auto log the member in to the proper program
  • Example CSVs have been updated to use UTF-8 encoding

February 17th, 2022

New

  • Public Note, Private Note, and Member Note now have a character limit of 1000

Fixes

  • Access Script link on the Integrations Page now properly shows the Access Script instead of the Conversion Script
  • Email sharing options now are logged as Member Share events in Segment for internal use
  • Script Checker no longer shows an empty row when Additional Links are used
  • UI fix to the Share page of the Program Editor
  • Member Portal Classic iframe embed now works properly on Safari
  • Resolved some font related JavaScript errors
  • Fixes to some Segment events that were incorrectly classified as "System"
  • Fixed an Email issue where the Sending Provider was showing as a number value instead of "Sparkpost" or "Sendgrid"

February 10th, 2022

New

  • Additional Referral Links will now display in the Script Checker for verification

Fixes

  • Brand Visits now show in the user's time zone rather than UTC
  • Facebook share no longer logs unintended additional pageviews
  • Share Block preview links have been disabled as they previously would result in an error
  • Fixes to Exceptionless logging related to failed member logins and failed Tango Credit Card adds
  • Resolved exceptions related to HubSpot Members to Contacts integration
  • Fixes to prevent accidental double clicking of buttons causing extra POSTs to the page

February 4th, 2022

Update

  • HubSpot Members to Contacts updated to add disabled button states when no programs are active
  • Segment Site Settings and Domain Changes events are now set up for internal use

New

  • HubSpot Members to Contacts is now Live for all clients on the Growth and Established Business plans

Fixes

  • Login token for portalembed view for Access Script / OCA that encountered issues on Safari browsers has been resolved
  • Broken link "Send Referrals to HubSpot" on the Complete page of the classic Program Editor has been updated
  • When a conversion fails due to a missing or deleted payout attached to a Reward Rule, the referral is no longer added
  • The first custom drop-down option when adding a referral through the Admin UI is now selectable
  • HubSpot Members to Contacts sync fixes as well as a "Recently synced, try again in 2 hours" hover text added when the sync button has been recently triggered
  • HubSpot Members to Contacts no longer updates a matching existing HubSpot Contact's name, phone, and email
  • Logs no longer are capped at 10000 entries
  • "Share on Social" and "Share on Mobile" email share snippet fixes
  • Segment fixes to support Classic and display boolean values consistently
  • Referral.js Script Checker "Last Verified" date now properly updates
  • Referral.js Contact Support link now opens Intercom
  • Referral.js script has been updated to allow GTM support
  • Referral.js: added unique ID to Referral.js script and universalv03 for compatibility, allowing Referral.js to be detected even if the universalv03 script is present
  • Segment Member Activity fixes
  • Program Editor 2.0 text updates on confirmation modal when switching Referral Destination from Referral to Hosted Landing Page

January 27th, 2022

Update

  • Account Upgrade flow has been updated, allowing for easier linking with Referral Rock accounts
  • API basic auth can no longer be used with an admin username and password
  • Segment Member Activity updates for internal use

New

  • Referral.js and our new Referral.js Script Checker is now live for all clients

Fixes

  • Restore Default Emails no longer causes occasional corrupt emails
  • Resolved an Exception when double clicking while deleting a Member Reward Rule
  • Additional Exception logging
  • /Access URL no longer shows temp HTML page with text during redirect on Safari

January 20th, 2022

Update

  • Design updates to Program Editor 2.0 and Share Widgets

New

  • Recurring Rewards has been enabled for all clients
  • New Program Activity - Member Login will show source of a member's login
  • New Confirmation modal when exiting a Reward Rule
  • Time zone box will appear when using eligibility scheduling for Rewards

Fixes

  • Fixed coupon codes are now properly included in the {REWARD_ITEM} merge tag
  • Program page will properly show all programs (previously had a limit of 20)
  • AutoForm Tracking hidden form fields were not being properly detected as submitted (DARK)
  • Brand Visits text updates and updates to properly display conversion events when using additional links
  • Updated messaging for when a client has no program active. Navigating to the client's base URL for their referral program will now show a "no site" message.

January 13th, 2022

Update

  • Program Edit events are now sent via internal tool for data tracking
  • HubSpot Integration, Payouts v2, Payment History, Pending Rewards, and Brand Visits pages: UI updates for consistency
  • Program Activity with the filter Other has been updated to include events that do not apply to Member, Referral, or Reward filters
  • Nightly job has been added to remove old data that meets certain criteria
  • Brand Visit UI updates
  • Brand Visit redirects and additional referral links no longer show a missing page name

Fixes

  • Postman collection URL has been updated on the Integrations page
  • Integration Log filter now properly resets when on page 10 and greater
  • Resolved an exception related to Program Activity search and accounts set to incremental time zone shifts
  • Double-clicking the creation button for Tango accounts no longer can create duplicate accounts
  • Resolved an exception with the member share handler 'Set Program Text'
  • Fix to SendGrid webhook internal tests

January 6th, 2022

Update

  • Referral Page 2.0 Fraud Rule validation messages have been updated for clarity
  • Member to Contact HubSpot integration UI updates
    • Contact Record properties will now have the Program Name appended to the end of the property name

Fixes

  • Merge tags now properly populate when accent characters are used
  • Sparkpost email exception has been resolved when subaccount is newly activated
  • Maximum password character length is now 100
  • Internal security updates

How did we do?

October-December 2021

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