On Thursday, January 17th, 2019 (previously Monday, January 14th, 2019), the Subscriber Portal will be receiving several enhancements to improve usability. Existing Subscriber Portal instances and their configurations will not be impacted by this release.
Admin portal enhancements to give the site a more consistent look and feel, as well as provide a few feature enhancements including:
The ability to override a piece of the CSS as opposed to viewing the entire CSS
An email template section for added control over emails generated from the portal including ‘Email Invitations’, ‘Password Reset’, and ‘New Account Confirmation’. Email templates can be plain text or HTML.
The ability to set and modify the Carousel Links so that you can better control the user experience on your portal
The addition of a new feature, Quicklinks. Quicklinks grants you the ability to label and link to any HTTP: or HTTPS: link that you desire for your customers to see
Dashboard tiles can be enabled, disabled, shifted around and resized to fit your design needs
A new tile has been added to display end subscriber’s usage
New payment constraints allowing you to set a minimum and maximum payment amount based on payment method. For example, set the minimum or maximum amount to limit the dollar amount made to a credit card, reducing the amount of fees that would be paid.
New setting to enable the ability to allow end subscribers to:
View & pay debit memos with created payment methods
View credit memos and how they have been applied
Use credit memos when paying invoices or debit memos
Option to restrict which contacts can view the portal. This is the first step towards user roles and will either grant a user full access to a given account, or prevent a user from viewing an account.
New option to force password rules when end subscribers set their portal passwords.
New internationalization options to control all of the text displayed in the site with internationalization. Languages text is entered in the portal and a selection can be made by the end subscriber. You can also set what the default language is for the site.
Enable the ability to view usage in a custom panel, as well as show a usage screen to the end subscriber. When viewing usage via the portal the end subscriber can also choose to filter the usage and have it emailed to them.
Contact screen enhancements:
Better grouping and display of contact details
Adding a new contact
Address validation when entering an address
Promo Codes enhancements:
Bulk Promo Creation
Upgraded API to allow users to query by campaign
Implement notification upon creation of campaign
Subscription management features that allow you to create new subscriptions, and manage existing subscriptions.
Enhanced admin portal layout including the ability to search for configuration.
Integration with the promo codes app supporting coupon like functionality to end subscribers.
Pricebooks addition to control pricing based on various attributes.