Vextras Product Updates
- New Customer Profile Area – this feature allows customers to modify their subscription preferences and export personal data in accordance with GDPR legislation. You may send a link on-demand to your customer through the Vextras dashboard. If an erasure request is requested by a customer, please delete the customer in your store first, then contact us to remove the customer from our platform. As providers evolve with API endpoints that support deletions, we will provide more automated methods to delete these users.
Tweaks & Bug Fixes
- Fixed bug related to cut and paste in the workflow editor.
- Various UI/UX enhancements related to the new customer preferences area.
- Added the carrier type (UPS, FedEx) to the universal tracking number merge variable
*|shipment_tracking|*. When used, it will display something like “UPS – 1Z9999999999999999”. Before, it showed only the tracking number.
- Previously, the term “white-label” was used in reference to masking domains when sending from workflows; now this is known as “Sender Authentication.”
- New Customer Workflows (Shopify) – automatically welcome new customers when they grab a new account in your store. This workflow will trigger an email anytime they sign up (without an order), or if they’re a first-time buyer. To activate, go to Add New > Workflow > Transactional > New Customers.
- Updated Navigation – in preparation for future releases, we’ve changed up how our main navigation looks and feels. The main differences are with the orders, customers and segment menu items. These areas now can be found under the store drop-down.
- Automatic 3dcart Data Sync – When 3dcart customers hook up their store in Vextras, we’ll automatically sync over all customer and order data. This will allow users to get going with our segmenting tools much faster.
Tweaks & Bug Fixes
- If you operate a BigCommerce store, you can now welcome new customers with an email when they grab a new account. This workflow will trigger anytime they sign up (without an order), or if they’re a first-time purchaser in your store. To activate, go to Add New > Workflow > Transactional > New Customers.
- Also new for BigCommerce users is the ability to greet new subscribers with an email message. This workflow will happen if they use the default newsletter sign-up form on your site, or if they opt-in at checkout. To activate, go to Add New > Workflow > Transactional > New Subscribers.
- Abandoned cart workflows are now supported for BigCommerce.
- Implemented advanced capabilities for IF/ELSE statement logic in our workflow templates. Now, you can control when merge variables are shown based on their values, e.g., <, > or =. A good use-case will be if you want to show discount amounts (or not) on our invoice workflows. We’ve also updated our boilerplate templates to do this out of the box.
- Each week, we’ll deliver a summary of activity for your store in your inbox. From a high-level, visualize sales, app and workflow stats.
Tweaks & Bug Fixes
- Navigation tweaks between customers when viewing segments
- Various under the hood updates and UI/UX improvements
- We fine-tuned how customer groups work in the custom workflow builder. Depending on your platform, we’ll now pull values make them selectable from a drop-down.
In Vextras 7.3 we focused on overhauling our workflow email editor. The previous WYSIWYG editor just wasn’t cutting it, and we spent time in this release revamping things from top to bottom. Also, we added some powerful new criteria logic in the customer segments.
- Say hello to our revamped workflow editor – create or modify your templates with ease. If you have custom templates, they will populate just as they did previously.
- See what products are loaded up in your shopper’s bags in real-time, as well as in the pending message queue of abandoned carts.
- Added the ability to filter for customer tags for Shopify in customer segments.
- Added capability to filter for customer groups (all platforms) in segments.
- Added a button to “Force Resync” data in Stores > Settings area. In some situations, you may want to resync your data to get a more accurate picture of customer metrics.
- Added filtering in segments for the customer subscriber status (yes or no).
Tweaks & Bug Fixes
- Custom “send to” messages now are tracked in the workflow stats.
- Fixed Volusion issue with anonymous customer retention messages not being flushed that had matching email addresses.
- Various UI enhancements including better visuals around sub-menus and loading sequences.
- Cleaned up stats in the dashboard to not reflect order information for “negative” order statuses such as canceled, returned, etc.
- Improved Shopify searching capabilities in the orders area
- Fixed the customer segment “or” statement logic
- Fixed a bug with WooCommerce not returning the right quantity on the order detail page.
- Added dozens of new WooCommerce merge variables for workflows
- When creating a custom workflow, you’ll now see “friendly” merge variable names instead of the API names. For example “customer_ID_Customers_Groups” is now shown as “Customer Group.”
7.2.09 was a minor maintenance release to our core app, but also added some new filtering capabilities for workflows.
- In the advanced rule criteria of workflows, we did away with the “New Customers Only” toggle and made things more flexible. Now, you can specify exactly how many orders the customer needs to have before a message sends. Of course, if you still want the only new customers to receive emails, just change the order count to one.
- Now, you can manually exclude emails from receiving a workflow message. This can be done at the rule level, so customers can still receive any other workflow message you create; this is also found in the advanced rule criteria in the workflow wizard.
- In addition to the new filtering features, we added a new “Blocked” tab in the workflow logs to make it easier to see when messages don’t go out for the criteria that were specified, e.g., don’t repeat, customer order counts, etc.
- Improved the initial Shopify order sync process
- When a successful subscription charge is captured, a receipt for the transaction will go out to the billing contact in your account profile.
7.2.08 focused on improving data queries, page loads for various app views and introduced a new customer segment criteria.
- Added a new customer segment filter to display customers who have an order in a specific status.
- Put segment criteria in alphabetical order
- Improved order and customer detail load times
- Minor UI tweaks with navigation and content
- Fixed stats bug on the main dashboard to reflect accurate increase or decrease in percentages
- Added a fallback filter to the Zapier app to prevent “negative” order statuses from coming through as new orders
7.2.07 improved load times for customer segments, dashboard metrics and miscellaneous queries throughout the app.
7.2.06 targeted some minor cleanup on the backend and a few UI/UX enhancements.
- Ability to download customer segment reports and email them to any address
- New feature that allows multiple Shopify stores to be added to one account
- Top sellers no longer depend on the Google Analytics integration to populate. Now you’ll see the top 5 performing products over 90 days.
- Various UI/UX enhancements with graphing and customer views
7.2.05 was a medium-sized release that introduced several new features and a few UI enhancements.
- Added capability to manually unsubscribe or resubscribe a customer to receive marketing-related email messages.
- Added new advanced capabilities for most workflow types. Now, target customers based on being new customers only, limit the number of products visible on a message or trigger messages based on the cart totals.
- Send a logs report to any email address (previously it only could go to the account admin)
- Added to the capability to cruise through order details with some forward/back arrows.
- Relocated all advanced filtering and triggers to the second step of the workflow wizard.
7.2.04 was a minor release to tackle more cleanup related to 7.2.
- Updated segmentation queries to return more accurate results for various conditional logic
- Updated install script to new, faster, shinier CDN
- Fixed 3dCart syncing bug
- Fixed problem with store linkage for BigCommerce users in the Vextras admin area
7.2.03 was a minor group of updates to follow-up the 7.2 launch.
- Modified how internal notifcations triggered automatically for broken API’s, install scripts missing, card renewals etc.
- Fixed a throttling issue where MailChimp submissions returned a “too many requests” for busier stores
- Patch for Xero app UI problem when saving a tax rule
7.2.02 was just another minor group of fixes to follow-up the 7.2 launch.
- Added documentation and product changes link inside the admin UI
- Misc. Shopify billing and documentation updates in preparation to being a public app
7.2.01 was a minor cleanup release for the 7.2 launch.
- Modified how billing chart is displayed for higher volume stores
- Added a download, edit and delete icon inside a created segment
- Various UI improvements
- Added a global check to delete any duplicate workflow messages that may have been queued up.
- Added a API “refresher” for 3dCart connections. In some cases the API lost connection if we didn’t call it enough.
In 7.2, we innocently started out with the simple goal of optimizing our platform and adding some new features. Unfortunately, Shopify changed how they dealt with “private” vs. “public” apps midway through our release schedule. Vextras had been a “private” app, but new changes at Shopify prohibited us from being found and installed if we remained that way. As a result, we had to “go public, ” and things took much longer than we expected. Over the last six months, 7.2 turned into massive maintenance release for us.
Not all bad things came out of the delays. We were able to solve some nagging optimization issues and implemented new controls to help us release faster and smarter. We were also able to add a vital piece to our customer metrics initiatives – segmenting. Our new segmenting tool allows store owners to identify customers on virtually any type of transaction criteria. This is an exciting next step for us, and there’s much more to come because of it. Lastly, we’ve simplified our billing system. Now, you just pay for the number of orders that flow through your store on a monthly basis. We’ve done away with all the confusing plans and “auto-scaling” overages.
- Added new customer segmenting capabilities
- Streamlined billing model based on order usage
- Shopify is now a public app and also uses their internal billing system
- Changed default delay on abandoned carts to 6 hours instead of 2 days
- Default customer segments set to “Amazon, New, Ordered within 60 Days and VIP.”
- Set “Don’t Repeat” to 1 week on abandoned carts
- Removed ‘Plans’ page from admin UI and merged it with the existing ‘Billing’ page where it shows usage costs, receipts, etc.
- Added a new monthly chart to show customer activity with orders and messages sent.
- Added support of legacy billing plans and the ability to change to our new billing model
- Changed how logs download. Now they’ll be emailed when they are requested.
- Added a new “Segment” card to the ‘Add New’ page
- Added a feature to set a default store view on login if there are multiple stores in an account.
- Added “Orders Today” to store dashboard metrics
- Added support for system notifications that alert our users when there are account or store problems
- Various content and UI/UX enhancements
- Fixed various navigation caching bugs
- Fixed dashboard stat indicators for increase and decrease
- Fixed timeout errors with downloading large log files
- Fixed several bugs related to Xero OAuth
- Fixed image paths for product variations in Shopify and BigCommerce
- Fixed WooCommerce API bug where connections could drop off
- Fixed a Xero bug in situations where there was a coupon and sales tax included on an order
- Patched linkage to SKU’s in cases instances where it was missing in the order detail screen
- Fixed linkage to UPS tracking on order details, it was returning a 404.
- Fixed issue where order detail timelines weren’t showing correct events with workflows
- Fixed isolated issue with Volusion stores not syncing correctly
In 7.1, we’re pleased to announce our new Shopify integration along with dozens of other updates.
- Added Shopify to our portfolio of supported shopping carts.
- A new timeline feature is now displayed in the order details area. Visualize what apps, workflows and other order lifecycle events take place. You can also resubmit app events as needed.
- Highrise, Groove and Slack apps are now compatible with Shopify.
- All workflow rule types are compatible with Shopify.
- Updated the boilerplate template designs to allows for easier color changes and larger logos. The previous boilerplate templates had images on the header and footer which were too difficult to customize.
- You can now CC an email address on every workflow message.
- Added support for Street2 values on WooCommerce orders
- Added support to add tracking numbers and ship orders for Bigcommerce, Shopify and 3dcart
- Added Pinterest, Instagram, Blogger merge variables. These values can be found in the universal merge variables.
- New resubmit app feature in the order event timeline.
- On install of any Bigcommerce or Shopify store, a historical order sync will happen automatically. This is only done with Bigcommerce and Shopify installs since they don’t charge any overages for bandwidth.
- Fixed the datepicker bug with the “First_Order_Date” merge variable in the custom workflow builder.
- Patched issue with the *|store_url|* link on Bigcommerce workflow templates not being clickable.
- Fixed bug where workflow tab was showing in the navigation menu when there wasn’t any workflows active.
- Removed discounts from ecommerce submissions to MailChimp.
- Fixed bug where you couldn’t save a workflow rule for 12 months.
We added a historical order sync feature for each e-commerce provider we support. When activated, our system will sync previous order, customer and product data from your store – prior to Vextras being connected. This is useful to populate customer stats and visualize purchase behavior. If you would like to push any of this information to a connected app(s), please contact us.
- Historical order sync feature – activate under your store’s dashboard > settings.
- Tweaked order view to show all orders at one time instead of being fixed on a seven day interval
7.0 was a major release with a strong emphasis on in improving our workflows and adding customer metrics.
- Mandrill is no longer required to send workflow messages.
- There’s a new customer details area, which will display historical order data, average sale prices, purchase frequency, number of unique products purchased and workflow conversion stats.
- We now have auto-scale pricing capability with our subscription plans.
- We removed Mandrill as an official app, but existing users will still be able to send workflow messages as normal. If you want to change to our sending engine instead of Mandrill, simply toggle this setting in the ‘Workflow’ > ‘Settings’ area.
- We also removed Google Analytics as an official app since it’s only used to populate high level metrics in your dashboard. However, you’ll still be able to activate and visualize key stats in your dashboard just like you did before.
- Enhanced Slack notifications for when certain app or workflow events happen (or don’t happen).
- Removed Zapier hooks from our legacy system that was retired on 12/21/16.
- Fixed a bug with Xero discounts not being carried over for Bigcommerce and 3dcart shopping carts.
- New workflow type – Invoices.
- Added new categories for workflows, ‘Marketing’ and ‘Transactional’.
- See “live carts” for abandoned cart workflows
- Use any type of duration for test mode messages (before it was limited to just minutes).
- Visualize workflow unsubscribes, bounces, etc. in our new Suppressions area.
- Updated workflow templates with capability to render store information (i.e. name, address, logo, url and social links).
- Added the capability for webhooks.
- Added search capability to our orders and customers area.
- Improved how 3dcart handles product variations in the orders area.
- Fixed bug with 3dcart not populating images on product variations.
- Fixed linkage with Bigcommerce review URL’s in Product Review workflows so it actually goes to the product page.
- Hundreds of UI/UX enhancements.
- Overhauled our WooCommerce plugin to make installation much simpler. We did away with all the key copying which was a little confusing.
- Control the opt-in box location for WooCommerce stores.
- WooCommerce can now click back to a cart on any device, not just the original source of where an abandoned cart originated.
- Enabled hack to turn off all WooCommerce notifications if you’d prefer to use our workflows for notifications instead.
- Improved responsiveness on smaller screens, but we know we’ve still got some work to do.
- Official retirement of our legacy app.
In, 6.2.3 we focused mainly on upgrading our abandoned cart workflows. We injected new functionality that allows more control over when and why messages are sent. Now, you can send these reminders to new customers and/or have them go out on limited intervals. This was built with your feedback and use case scenarios – thank you!
- Advanced abandoned cart settings – trigger abandoned cart messages to new customers only, and/or limit how often notifications go out i.e. once a day, week or month
- 3dcart connections now require a “secure URL”. This allows our system to communicate properly with their platform. The secure URL can be found in your 3dcart admin area – Settings -> General -> Store Settings -> Secure URL.
- When sending test messages from our workflows, you’ll see the string of [TEST] in the subject line
- Patched the Y or N merge variable on 3dcart submissions to a MailChimp list
- Fixed Xero tax wizard size, it was ginormous
In 6.2.2, we did some cleanup from our previous release. Most all updates were under the hood and some minor visual changes.
- We updated the Bigcommerce subscriber opt-in process for our MailChimp app. Before it wasn’t very clean with how their API was setup. For example, we could only “send all” customers to a MailChimp list or only send those who had a “registered customer account” – we had no idea if the customer actually wanted to be a subscriber or not, which wasn’t cool. Now we do, and you now have the option to only send those who specifically opt-in to your connected MailChimp list. Please note, if you previously had a setting for sending those who have a registered account, that will now automatically change to “Send if Newsletter Subscriber is Checked”.
- WooCommerce customer order notes will now feed into Highrise
- Removed verbiage in the app aligned to MailChimp’s deprecated “ecommerce360” data set. This is now simply known as ecommerce data in MailChimp.
- Fixed bug with first-time buyer workflows where a message was triggering on the second order.
6.2.1 was a challenging release for us where we integrated MailChimp’s 3.0 API, amped up some of our workflow features and cleaned up a few features that had been on our to-do list. The 3.0 upgrade was tough, but completely necessary to weave in features that our users have been asking for.
- Vextras is now compatible with MailChimp’s 3.0 API – improved ecommerce segmenting and reporting, product recommendations and all the features you’ve become accustomed to with campaign tracking and purchase data from your customers.
- Next, we updated the starter templates for workflows – our first set of templates were a good MVP, but we needed to do better. We engaged our friends at mailbakery.com to help us craft some beautiful, responsive templates for every occasion. Best of all, if you need to customize to your branding it’s only a few lines of code to modify.
- We added a new sending filter on custom workflows to only “send to” a certain email. This is great for internal notifications to staff or in situations where you need to send information to your drop-shippers/suppliers.
- We put in an inline CSS toggle for all messages sent through Mandrill (which sends our workflow messages). This is a must for making sure emails show up correctly in Gmail.
- When you add a workflow now, we only allow relevant templates on workflow drop-down. In other words, if you choose abandoned carts, it won’t show those for customer rewards.
- Instead of making a mystery out of what should be put for a to/from and subject line, we’re not putting in the basics for every workflow type to get you going in no time.
- Added support for minute triggers on custom and product trigger workflows
- You can now copy rules in the rule grid instead of creating them from scratch…why didn’t we have that since day one?
- Added an “order feed filter” for BigCommerce, 3dCart, WooCommerce that gives you an option to only trigger after an order is shipped (default is real-time).
- Fixed problem related to international currencies showing correctly in the order details.
- Removed conversion data from the workflow dashboard(s) if an order was later cancelled.
6.2 was a big release for us in an effort to bring you more insight into your customers and overall business activities.
- New orders and order details area – when you click an individual order ID, you’ll now see a quick overview of the customer, how many times they’ve ordered and a map of their shipping location.
- Add tracking information on workflow messages (Volusion stores only) – Volusion customers can now add in tracking information and provide shipping details in a workflow message to your customers. Use the new universal
*|shipment_tracking|*merge var in your workflow template to populate this information.
- Control Slack notifications – toggle which events are broadcast for apps, orders, and workflows
- Automatic WooCommerce plugin updates – notifications for our Woo users when there’s a plugin update. First, you’ll want to download the latest plugin from your store’s connection area to initiate.
- Order feed filters for situations where you only want order data to be sent when an order is “Shipped” or “Completed”. Right now, this is only available for Volusion stores.
- Added automatic Google Analytics UTM tracking to all workflows
- UI/UX improvements – we moved around a few menu items and made minor cosmetic updates.
- Updated review merge var
*|item_review_url|*to go to actual review page, and not the product page
- Fixed a rare error when trying to get a product count for 3dcart stores
- Fixed UI glitch for Volusion stores when API URL’s were broken to actually show that things were broken and not connected
- Fixed save issue on delay times when going from test mode to live on workflows
- Corrected invalid JSON error when calling Groove
- Fixed issue where
*|item_tax|*weren’t populating for 3dcart workflow messages
In 6.1.5 we focused on fine tuning a few things with our app, most notably with how the MailChimp integration works for Volusion store owners.
- Volusion category mappings for Mailchimp are now live. Currently, Volusion does not support product categories in their API. This advanced mapping selection will allow you to pass other API values to MailChimp for the product category. By default, we use the Product Manufacturer but feel free to change this to anything you like.
- If you operate a Volusion store, you can now trigger messages based on the new “product_QtyOnBackOrder” merge variable (Custom Workflows). This is perfect for folks who want to send a specific message about a particular product being back ordered.
- Removed beta for Buy One Get One (BOGO) on Customer Reward workflows
- Fine tuned customer review link on Review Workflows for Volusion stores. The link now goes to the actual review page and not the product page.
- Workflows are now available for every subscription plan. Previously, this was only available for the “Startup” plan and above.
- Miscellaneous cosmetic fixes to drop-downs in the custom workflows area
- Fixed issue in dashboard where commas were missing in some values
- The main dashboard and all workflows now reflect local currency
- Fixed issue where purchase descriptions weren’t feeding correctly in Xero
We spent most of our time in 6.1.4 fine tuning various parts of our platform, in other words, bug fixes.
- Dynamic MailChimp opt-in toggle for WooCommerce
- “Send All” – if you have this sending filter selected, the opt-in toggle will not show up at checkout. All customers will be sent to your MailChimp list, but we highly recommend sending a double opt-in message to prevent SPAM complaints.
- “Send If Newsletter Subscriber Is Checked” – if you only want those subscribers who specifically opt-in on your MailChimp list, a toggle will be visible at checkout.
- Fixed bug where users could go past 24 hours in workflows that allow hours
- Allowed non-https url paths from Groove links
- Improved abandoned cart logic – we tweaked how we register and queue abandoned carts. We were still seeing some odd behavior with customers getting abandoned cart emails, even after they had already checked out. We’ve added several new validation scenarios, that should prevent messages from being triggered after a purchase has been made.
- Fixed issue where we weren’t sending a temporary password on sign-up (doh!)
- Fixed visuals where install scripts were exceeding the container with in the UI
- Fixed MailChimp ecommerce 360 timestamps to reflect the local user account timezone