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Below is a list of feature update releases segmented by the month they were released.
February 2024:
We’re thrilled to share some exciting updates with you! PayKickstart is now equipped with a powerful new feature called “Triggers,” allowing you to customize automatic workflows for each transaction seamlessly.
Additionally, we’ve expanded our payment options to include Google Pay for Braintree, a feature previously exclusive to Stripe users.
June 2023:
We are thrilled to announce the release of our highly anticipated integration with three leading platforms: QuickBooks, SalesForce, and Xero. These integrations are designed to streamline your workflows, enhance efficiency, and empower you to take your business to new heights.
With the new integration, you can seamlessly connect your accounts across QuickBooks, SalesForce, and Xero, enabling a synchronized flow of data and eliminating the need for manual data entry. This integration will save you valuable time and effort, allowing you to focus on what matters most—growing your business.
To your continued online success,
~ The PayKickstart Team
QuickBooks Integration
Vendors can now enjoy a seamless connection between PayKickstart and QuickBooks Online Accounting, automating the creation and updating of customer records, invoices, and credit notes based on customer action events in PayKickstart.
This integration empowers you to streamline your financial processes, reduce manual data entry, and gain real-time insights into your business’ financial health. Discover the power of PayKickstart and QuickBooks working together to simplify your accounting workflows.
SalesForce Integration
As a PayKickstart user, you can now effortlessly connect PayKickstart with Salesforce, enabling the automatic creation and updating of deals based on customer action events. This powerful integration empowers you to streamline your sales processes, enhance collaboration between teams, and deliver personalized experiences to your customers.
Xero Accounting Service Integration
Gain accurate, real-time insights into your business’s financial health and enjoy the convenience of PayKickstart and Xero Accounting working harmoniously together. Simplify your financial operations and take control of your business’ success.
April 2023:
We are thrilled to let you know that more features have just been added to PayKickstart!
We are excited to announce a new integration option with Checkout.com, a trusted payment gateway provider. All users using PayKickstart can now also utilize Checkout.com’s payment gateway service to process customer card payments seamlessly.
For vendors who use HubSpot, we now provide a CRM integration that enables you to update your stages or add products to your deals, for your lead and customers based on events that occur in PayKickstart.
We have also introduced a new API endpoint that allows you to reissue license keys, as well as a Search Option for the Affiliate Requests section to facilitate ease of use.
Furthermore, new changes are introduced to our subscription CSV exports to improve their efficiency and overall functionality.
Stay tuned for further announcements and enhancements to our platform this year.
To your continued online success,
~ The PayKickstart Team
[NEW] Checkout.com Payment Gateway Integration
We are excited to announce the release of a new payment gateway integration with Checkout.com!
In addition to our existing payment gateway integration options, this new service provides an alternative method for Vendors to accept customer card payments.
[NEW] HubSpot CRM Integration
A new version of the HubSpot integration is now released!
Vendors using HubSpot can now utilize the complete CRM integration, along with the email autoresponder integration we previously added.
The new integration enables vendors to pass data to your pipelines and manage your stages, and/or add products to deals, based on trigger events that occur on PayKickstart.
[NEW] API Endpoint: Reissue License Key
A new API endpoint is now available for Vendors utilizing the Licensing System, allowing Vendors to re-issue a license key for a user or customer.
When issuing the call, the system will authenticate the user and locate the license key they have related to the Vendor’s account.
A new license key will be generated and returned within the response while updating the user’s record accordingly.
[UPGRADE] Search Options for the Affiliate Requests section
To help with the management of incoming affiliate requests, Vendors now have the ability to search for specific affiliates by the Affiliate’s Name, Email, or unique ID within the Affiliate > Requests section, allowing you to easily locate trusted affiliate partners you wish to approve to promote your Campaigns.
[UPGRADE] Subscription User Interface and CSV Export
By default, the Payments > Subscriptions section will have the Created (Active) status selected.
This will include any currently Active, Delinquent, Imported, and Pending Cancellation subscriptions. Previously, Trialing and Test Mode subscriptions would have been included as well.
To view and export Trialing or Test Mode related records, you would filter for Trialing/Test mode subscriptions, or by other specific subscription statuses to pull exact status-based records.
This change will be reflected on the CSV Subscription exports as well, where any Active, Delinquent, Imported, or Pending Cancellation subscription will be noted/specified in the Subscription Status column.
January 2023:
We hope you are having a good start to the New Year!
At PayKickstart, our team has been working on some exciting new updates.
To start the year off, we released more useful payment and security options to all Vendors.
This update’s features are focused on allowing even more payment processing flexibility by including the ability to process cryptocurrencies via Coinbase.
More security-based options allowing you to choose your own Two Factor Authentication(2FA) settings, or even use Google Authenticator to validate access to the PayKickstart app are now added as well.
We wish you lots of success in 2023!
Stay tuned for more features this year!
To your continued online success,
~ The PayKickstart Team
[NEW] Coinbase Integration
We are excited to announce the release of a highly-requested payment gateway integration with Coinbase Commerce!
Vendors can now easily enable crypto payments on their checkouts by integrating with Coinbase, allowing all Vendors to offer customers even more payment options.
Customers visiting the checkout form will have the option to pay using various cryptocurrencies, and Coinbase will handle the conversion of the product’s price.
Learn more about setting up the Coinbase Commerce integration at: https://support.paykickstart.com/knowledge-base/integrating-coinbase/
[NEW] Two-Factor Authentication Management Options
Previously, all users using PayKickstart had two-factor authentication automatically enabled within their login page, where an email would be sent out should the 2FA verification be triggered.
The new Two-Factor Authentication options within your My Profile section allow you to choose the Mode(level), as well as the Provider(type) of verification, where other than emails, Vendors can set up the Google Authenticator app to verify account access when needed.
Find out more about setting up Two-Factor Authentication(2FA) Management Options at: https://support.paykickstart.com/knowledge-base/managing-two-factor-authentication-options/
[ENHANCEMENT] Membership Integrations now part of the main Configure > Integrations section
To make managing integrations easier for Vendors, and as part of preparations for our new UI update, the membership integrations will from now on be added in the Configure > Integrations section within PayKickstart.
Vendors need only enable the ability for membership integrations in the Campaigns settings, but will from now choose the integration when editing the product’s settings where Vendors can select both the Integration and Level they wish to add customers to.
Take a look at our Complete List of Integrations: https://paykickstart.com/integrations
September 2022:
We have just released some exciting features to the PayKickstart platform!
We’ve added more advanced rule-based options, and released highly requested features that will help vendors better organize and more easily utilize the PayKickstart platform.
This update includes the Purchase Requirements feature allowing you to set prerequisite products for customers to purchase prior to making the purchase of the main product. You will also from now on be able to Archive Campaigns, Filter subscriptions and transactions by Funnels in your Payments sections and have more control over the time standards used for your business, and much more!
Stay tuned as we will have more updates coming soon!
To your continued online success,
~ The PayKickstart Team
[NEW] Purchase Requirements
With the Purchase Requirement option enabled in your product settings, you can now set up required products customers would need to make a purchase of, prior to being able to purchase the main product the option is enabled for. The Purchase Requirement feature is a rule-based feature that allows you to request at least one or all products to be purchased before the purchase of the main product is available to the customer.
Learn more about Setting Up The Purchase Requirements feature at: https://support.paykickstart.com/knowledge-base/setting-up-purchase-requirements-rules/
[NEW] Apply Coupon Codes to All Campaigns & Products
When creating a coupon code, Vendors can now choose to have the coupon be available to All Campaigns and Products. Prior to today’s update, Vendors would have only been able to select 1 Campaign and the specific products within the campaign the coupon is related to. To set up a Campaign or account-wide coupon, access the Configure > Coupons section in your account and choose the “All Campaigns” option.
Find out more about creating Coupon codes at: https://support.paykickstart.com/knowledge-base/creating-a-coupon/
[NEW] Date/Time Localization Update
Want to ensure the time zone and dates are standardized to your own liking?
The new Date/Time Localization update will standardize your entire account’s data and visual representation of your account, platform-wide.
This way your Transactions, Exports, Customer Email Notifications, Subscription details and all sections of your account would have one standardized time zone that you have selected.
Find out more about your Platform settings that have an account-wide effect at: https://support.paykickstart.com/knowledge-base/platform-settings/
[New] Ability to Clone a Product from One Campaign to Another
A new option is added to help with vendor account management.
From now on, when cloning products, you will have the option to choose which Campaign you wish to clone the product to.
This will allow you to more easily create products in between different Campaigns with the same or similar setup.
To learn more about Cloning Campaigns and Products, check out this article: https://support.paykickstart.com/knowledge-base/cloning-campaigns-and-products/
[NEW] Filter Transactions and Subscriptions sections by Sales Funnel
The highly requested Funnel filter option is now released!
All Vendors now have the ability to filter by the Sales Funnel the transaction or subscription originated from.
To use the option, visit your Payments > Transactions, or Payments > Subscriptions section, set the date range, and select the Funnel in the filter.
Learn more about managing Transactions and Subscriptions at: https://support.paykickstart.com/knowledge-base/managing-transactions-subscriptions/
[NEW] Ability to Archive Campaigns and Products
A new account management option has been added allowing Vendors to archive Campaigns and products instead of deleting them.
By archiving the Campaign, you have the ability to hide your campaign from the main view, but please use this option with caution.
Archiving your will disable all checkouts related to the products within the campaign, removing the ability for future purchases to occur, along with any future changes to be made. This is a reversible option in case you wish to reactivate the campaign in the future.
Find out more about Archiving Campaigns at: https://support.paykickstart.com/knowledge-base/archiving-options-for-campaigns/
[NEW] Pause Subscription Feature Added to Cancellation Saver as a possible response
Vendors utilizing the Pause Subscription feature can now add the option as a potential response to the feedback widget customers who are attempting to cancel their subscription are providing.
This will allow you to set up customers on a paused plan version, instead of fully canceling their subscription if they agree to your response offer.
Find out more about setting up the Cancellation Saver widget at: https://support.paykickstart.com/knowledge-base/cancellation-saver/
And more about allowing Subscription Pausing for customers at: https://support.paykickstart.com/knowledge-base/pausing-subscriptions/
[NEW] Zapier Events: Trial End, and Subscription Updated (Reactivated) triggers
New and useful Zapier Events have been added for vendors to use.
Trial End trigger event – that will trigger any time a trial period has ended, once the customer’s subscription charge is occurring and they are moving forward with their regular subscription terms.
and Subscription Updated (Reactivated) trigger event – that will trigger any time a subscription is reactivated so that vendors can set up automated access to the reactivated subscription product.
The complete event list and our Zapier integration step-by-step guide can be found at: https://support.paykickstart.com/knowledge-base/zapier-integration/
[ENHANCEMENT] Ability to Translate the Customer Billing Portal widget
Vendors now have the option to select any of the currently offered translation languages for their billing portal as well.
To select your default language used for the customer billing portal, access the Configure > Customer Billing Portal section and edit your billing portal widgets.
The option will be located at step 2:
Find out more about setting up your Customer Billing Portal widgets at: https://support.paykickstart.com/knowledge-base/customer-billing-portal/
[NEW] Ability for vendors to change their API key
The option for vendors to change their API key has been added to the Platform settings.
PLEASE USE THIS OPTION WITH CAUTION
Changing the API key is an irreversible action and would affect all dependent processes and API calls set up by the Vendor, or integrations using your current API key.
If you have any questions about using this option, please reach out to our support team.
Find out more about this option in the Platform Settings article at: https://support.paykickstart.com/knowledge-base/platform-settings/
[ENHANCEMENT] Connect Payouts section now shows related transaction fees
The Connect payment gateway’s Payouts section will now include the related per transaction fee in both the user interface, and the CSV exports.
Find out more about using and integrating with Connect by PayKickstart at: https://support.paykickstart.com/knowledge-base/integrating-and-using-connect-by-paykickstart-to-process-payments/
February 2022:
We are excited to announce our first feature update for 2022 which includes some highly requested features!
This update provides the ability to set multiple order bumps on your checkout forms, assign affiliates to coupon codes to credit them for any sales they make, as well as a range of API calls that will help you add or remove credits, or seamlessly track pending cancellation requests and reactivations, and more.
To your continued online success,
~ The PayKickstart Team
[NEW] Multiple Order Bumps
If you wanted to add multiple additional products for customers to purchase on the same checkout, you’ll be happy to hear that this highly requested feature is now released!
All PayKickstart Vendors now have the ability to offer multiple order bumps on their checkouts.
The Multiple Order Bump feature enables you to add additional products, or add-on offers, along with your main product offer for customers to purchase on one checkout form.
Learn more about adding multiple order bumps at: https://support.paykickstart.com/knowledge-base/adding-order-bump/
[NEW] Assign Affiliates to Coupon Codes
Another affiliate-tracking option is now available to you!
Along with cookie-based tracking, you can now ensure your affiliates are receiving credit just by sharing a coupon code. When creating a coupon code in PayKickstart, you can now choose the Tier 1 and Tier 2 affiliate the code would be related to.
Find out more about assigning affiliates to coupon codes at: https://support.paykickstart.com/knowledge-base/creating-affiliate-based-coupon-codes/
[ENHANCEMENT] Updated User Management Permissions
The User Management & Permissions section has been updated to better reflect options within the user interface.
Vendors can now have a better overview of permissions available for sub-users managing their accounts. The section now more clearly shows which features are related to Payments, Campaigns, Affiliates, or Other additional features sub-users can manage.
Learn more about setting up User Permissions at: https://support.paykickstart.com/knowledge-base/adding-users/
[NEW] Add/Remove Credit API Call & Pending Cancellation IPN events
We added more options for vendors utilizing API calls and IPN POSTs that are related to adding or removing credit, and being notified of pending cancellation events or subscription re-activations prior to being fully canceled.
Vendors using custom API options can now add or remove subscription credits via an API call, additionally, the New Purchase and GET Purchase API calls will now include credit parameters that reflect current credit amounts related to a customer’s subscription.
The Pending Cancellation IPN events will fire in case the customer’s subscription is canceled by choosing the pending cancellation option, and another event would fire if the pending cancellation is removed, that is the subscription is reactivated.
Find out more in our API documentation: docs.paykickstart.com
December 2021:
Just before we step into the new year, we focused on releasing some highly requested features and our yearly backend updates to make sure all Vendors can have a strong start in 2022.
This update includes abilities to manage limits to product purchases, updated tax profile choices based on the billing or shipping address of the customer, additional flexibility with the Subscription Pause feature as well as the ability to export future invoices in bulk, and more.
We would like to wish you the best of luck and many sales in the next year!
To your continued online success,
Happy Holidays!
❤️ ~ The PayKickstart Team
[NEW] HubSpot Email Autoresponder Integration
Our first integration with HubSpot is finally here!
Vendors now have the ability to integrate HubSpot email marketing features to PK to automatically add customers to HubSpot email lists based on action events such as “Cart Abandonment, Purchase, Cancelled Subscription, etc.”
This is a great way to help streamline your email marketing efforts to easily communicate with customers the next step you want them to take in guiding them to purchase.
Learn more about integrating with HubSpot at: https://support.paykickstart.com/knowledge-base/integrating-with-hubspot/
[NEW] Limit Quantity Feature
If you have a limited product inventory, are selling event seats, limited offers, or would like to have another way to add a scarcity option on your checkout pages, you can now limit product quantities.
PayKickstart vendors are now able to set limits to the number of product purchases customers can make.
Learn more about adding quantity limits to your products at: https://support.paykickstart.com/knowledge-base/enabling-quantity-fields-for-checkouts/
[NEW] Export Data option – Download Invoices in Bulk
A new Export Data option has been added under the Tools menu to allow for quicker access for downloading data related to your account.
Starting from the release of the feature, all Vendors will now be able to download created invoices in bulk via the Export Data menu.
Find Out More About Using the Export Data section at: https://support.paykickstart.com/knowledge-base/export-data-option/
[NEW] Tax Charge Calculation Choice – Charge Taxes based on the Billing or Shipping Address
Vendors can now choose if they wish to charge tax based on the customer’s billing or shipping address when setting up their Custom Tax Profiles.
The tax would be charged based on the selected address option for each of your product’s the tax profile is selected for.
Learn more about using Tax Profiles at: https://support.paykickstart.com/knowledge-base/creating-a-tax-profile/
[ENHANCEMENT] Updated Pause Subscription Feature
We’ve updated the Subscription Pause feature with additional options and notifications.
You are now able to indefinitely pause subscriptions, as well as set the exact number of paused payments until the subscription is fully reactivated.
We also added the ability to send out and edit the Subscription Unpausing Reminder and Subscription Unpaused emails.
Learn More About the Subscription Pause Feature at: https://support.paykickstart.com/knowledge-base/pausing-subscriptions/
September 2021:
During the past few months the PK user base has been incredibly patient while our team performed necessary internal updates to the PK system to prepare for the “next chapter” of the PayKickstart platform.
Our team wanted to thank all the amazing PK users for their patience, so we have developed and released a few highly requested features ranging from new integrations to new pricing features.
We hope these new features add another level of success to your businesses and we can’t wait to share some of the exciting things planned for later this year and next.
Stay tuned…
❤️- The PayKickstart Team
[NEW] Affiliate Payout Method: CoinBase Crypto Platform
As the Cryptocurrency industry continues to grow, PayKickstart has taken the first step to support crypto on the platform with the release of Coinbase connections for affiliate commission payouts.
Affiliates will be able to add their Coinbase info to allow vendors to submit commission payments directly to their Coinbase accounts.
Learn more sending affiliate commissions via Coinbase here: https://support.paykickstart.com/knowledge-base/adding-payout-methods-for-commission-payouts/
[IMPROVEMENT] Cancellation Saver Added To Billing Portal Options
After the release of both the Customer Billing Portal and the Cancellation Saver options, we received a lot of feedback that vendors would like to implement their cancel savers into the billing portal where the customer is already operating.
That is now possible.
Vendors have the ability to enable the cancel savers in the default or embedded billing portal to attempt customer retention directly inside the portal.
Learn more about enabling cancel saver features on the billing portal here: https://support.paykickstart.com/knowledge-base/customer-billing-portal/
[NEW] Pay What You Want Feature
Last, but certainly not least, we are excited to announce that PayKickstart Vendors are now able to utilize a new pricing feature!
Lift Conversions, Easily Collect Donations Online, and Strengthen Your Relationship With Your Customers by Using ‘Pay What You Want’!
With the Pay What You Want pricing option, customers can now choose how much they wish to pay for the product.
Learn more about the Pay What You Want pricing feature at: https://support.paykickstart.com/knowledge-base/pay-what-you-want-pricing-feature/
July 2021:
The month of July was an internal update month for the team.
The developers spent the majority of the month upgrading internal databases in order to handle the new UI and reporting abilities coming out later this year.
Due to this internal database update, we did not release any public updates, but stay tuned for some exciting features we are preparing to release in August.
June 2021:
As we wind down the month of June we wanted to let you know about some of the exciting updates the team released in the past few days.
Seven new updates were released ranging from features focusing on subscription management, Facebook conversion pixel integration, membership integrations as well as coupon flexibility for new and existing customers.
[IMPROVEMENT] Quantity Field max limit increased
Vendors using the quantity fields on product checkouts now have the ability to allow customers to select a quantity of up to 999,999.
Learn more about using quantity on checkouts here: https://support.paykickstart.com/knowledge-base/enabling-quantity-fields-for-checkouts/
[IMPROVEMENT] Login URL for Membership integrations.
PayKickstart vendors using native Membership integrations now have the ability to add a specific “Login URL” to each campaign membership integration to help vendors who have multiple memberships connected to the same product.
Customer’s will receive the login URL in their Membership email after signup.
The logic will work as follows:
#1: If there’s only 1 membership integration for the related product and the login URL and the access URL are the same, then membership access email will show:
LOGIN URL: url
USERNAME: xxxx
PASSWORD: xxxx
#2: If there’s only 1 membership integration for the related product and the login URL and the access URL are the DIFFERENT, then membership access email will show:
Find your access details here: Access URL
LOGIN URL: Login URL
USERNAME: xxxx
PASSWORD: xxxx
#3: If there’s more than 1 membership integration for the related product, then membership access email will show:
Find your access details here: Access URL
LOGIN URL: Login URL1
USERNAME: xxxx
PASSWORD: xxxx
LOGIN URL: Login URL2
USERNAME: xxxx
PASSWORD: xxxx
To learn more about membership integrations and the Login URL, go to our integration section and locate your specific Membership integration: https://support.paykickstart.com/knowledge-base/complete-list-integrations/
[NEW] Native FB Conversion API integration
Due to recent changes with both Facebook and Apple OS, we have created a native Facebook tracking Pixel integration that is compliant with all new domain regulations.
Vendors will now be able to connect FB ad accounts and Specific pixels to trigger based on purchase events to pass that purchase data back to FB to use.
Learn more about integration natively with the FB Conversion API here: https://support.paykickstart.com/knowledge-base/facebook-conversion-api-integration/
[NEW] Pause Subscriptions
Vendors can now manually pause as well as allow customers to self pause subscriptions.
You can also charge a set fee to allow the customer to pause their subscription with you.
Learn more about pausing subscriptions here: https://support.paykickstart.com/knowledge-base/pausing-subscriptions/
[IMPROVEMENT] Set # of rebills for “Rebill Coupons
The time has finally arrived!!! Vendors are able to set a specific # of rebill transactions a “Rebill Coupon” can be used with.
This is a great feature if you want to offer the customer a discount of the first 3 months of a subscription for example.
*This new option will ONLY apply to newly used coupons used after this update. It will NOT affect previously used coupons before this update.
Learn more creating coupons here: https://support.paykickstart.com/knowledge-base/creating-a-coupon/
[IMPROVEMENT] Assign “Rebill Coupons” to subscription during up/downgrade
Vendors can now assign “Rebill Coupons” to existing subscriptions to be used on future billings.
This is a great option to offer paying customers a specific discount of future billings while changing plans.
Learn more about up/downgrading customers here: https://support.paykickstart.com/knowledge-base/manage-upgrade-downgrade/
[IMPROVEMENT] New API Docs Portal
We have updated the Developer API portal for ease of use with our developer community.
All the same information still exists in the API portal, it’s now just easier to review specific components.
You can view the New API Portal here: https://docs.paykickstart.com/
May 2021:
[IMPROVEMENT] Multi-currency support for campaigns:
PayKickstart vendors no longer need multiple campaigns of products to accommodate to international customers. Vendors can now accept multiple country currencies for the same campaign as long as the connected payment gateways also accept the currency.
Learn more about campaign settings here: https://support.paykickstart.com/knowledge-base/creating-campaigns/
[IMPROVEMENT] Ability to set multiple tax profiles on 1 product
Vendors now have the ability to set up multiple tax profiles on the same product to accommodate international customers. The tax profile used at the time of purchase will be associated with the customers location(and or Ip address)
Learn more about tax profiles here: https://support.paykickstart.com/knowledge-base/creating-a-tax-profile/
Learn more about product settings and enabling tax profiles for products here:https://support.paykickstart.com/knowledge-base/setting-up-a-product/
[NEW] Subscription Rules: Cancel the previous subscription if new subscription activated:
Vendors can now set up subscription rules to automatically cancel a customer subscription if they purchase another related subscription product from the same campaign.
[NEW] Campaigns: Invisible reCaptcha option for checkouts:
As part of ongoing security implementations, PK vendors can now enable Captcha for their checkouts to help prevent fraudulent purchase attempts.
This option will be enabled in campaign settings and apply to all products in the campaign.
Customers will not need to take any additional steps as this feature works automatically on the backend of checkouts to help identify between real users and bots that may be scrolling your site.
Learn more about campaign settings here: https://support.paykickstart.com/knowledge-base/creating-campaigns/
[NEW] Apply credit to Existing Subscription:
The time has finally arrived!!!
Vendors now have the ability to apply credit amounts to existing customer subscriptions. These credits will be applied to future billing until the credit amount is depleted.
Learn more about adding credits to subscriptions here:https://support.paykickstart.com/knowledge-base/add-a-credit-to-a-subscription/
[NEW] 3rd Party Integration: Integrately
https://integrately.com/ is an easy to use custom integration tool. The team at Integrately created an IPN integration with PayKickstart to allow vendors to create custom integration between PayKickstart and other software platforms.
Learn more about using Integrately with PK here: https://support.paykickstart.com/knowledge-base/connecting-paykickstart-to-integrately/
Additional Notes for May:
- Additional trigger events added to Pipedrive and Freshworks CRM
- Cart Abandonment event added to SMS/Ringless Voicemail feature: https://support.paykickstart.com/knowledge-base/using-ringless-voicemail-sms-features/
- Manual transactions: 2nd tier Affiliates can be set while running manual transactions now: https://support.paykickstart.com/knowledge-base/manual-transactions/
- Failed Transaction Exports now have a new column listing the reason of failure by payment gateway.
February – April 2021
The Developers spent the months of February through April working on backend components of PayKickstart such as Reporting infrastructures and other databases.
the need for these internal updates is to prepare for larger data management, new reporting metrics and a revamped user interface coming later in 2021.
As this development project was mostly internal we did not release many public-facing features in these months, but we were able to release a few public features that can be seen below:
- Freshworks CRM: first version integration – https://support.paykickstart.com/knowledge-base/integrating-freshworks-crm/
- Apple Pay for Stripe: https://support.paykickstart.com/knowledge-base/integrating-apple-pay/
- SMS & Ringless Voicemail add-on features: https://support.paykickstart.com/knowledge-base/using-ringless-voicemail-sms-features/
- CONNECT(Internal payment gateway): https://support.paykickstart.com/knowledge-base/connecting-paykickstart-to-integrately/
January 2021:
Release Notes for January 2021
We have released an update for January 2021. This update primarily focused on backend updates as the team continues optimizing the PK platform for larger updates we plan to release later this year.
Along with this extensive backend update the team also released the following public-facing updates that are highly requested by vendors.
- Affiliate Mobile App: Copy and share affiliate links via app
- Limit coupon redemption amount per customer
- Manual Transaction: Include billing or shipping phone number fields.
- Transaction Export: Include subscription ID
- Transaction Export: Include related affiliates
[IMPROVEMENT]
Affiliate Mobile App: Copy and share links via mobile app
Affiliates using the mobile app now have the ability to copy and share affiliate links directly from their mobile app.
This new improvement is to help accommodate affiliates operating via mobile phones.
https://support.paykickstart.com/knowledge-base/downloading-the-paykickstart-ios-android-app
[IMPROVEMENT]
Limit Coupon redemptions per customer
Vendors now have the ability to limit coupon redemptions per customer to prevent customers from using the coupon additional times if needed.
This is a very helpful feature if you want to prevent the same customers from using the coupon additional times.
https://support.paykickstart.com/knowledge-base/creating-a-coupon
[IMPROVEMENT]
Manual Transactions: Include billing and shipping phone number fields
Manual transactions now allow the vendor to add a billing or shipping phone number while making a manual transaction as long as the phone number field is selected for the related product.
This is useful if working with situations or integration in which you need to add a phone number to the customers manual purchase.
https://support.paykickstart.com/knowledge-base/manual-transactions
[NEW]
Transaction Export: Added subscription ID column
Customer transaction exports will now have a new column on the export showing the related subscription ID if the transaction is related to a subscription.
We added this column by vendor request as we had many vendors wishing to have this information shown on transaction exports for ease of management.
See this in action by exporting transactions via: https://app.paykickstart.com/admin/transactions
[NEW]
Transaction Export: Added related affiliate column
Transaction exports will now include additional columns to show if an affiliate was associated with the transaction.
We added this column by vendor request as we had many vendors wishing to have this information shown on transaction exports for ease of management.
See this in action by exporting transactions via: https://app.paykickstart.com/admin/transactions
Other Improvements
- Continued Backend Updates: The team is continuing to work on backend updates as we prepare for a major reporting data improvement as well as other exciting features we plan to release this year. These updates involve non-public facing databases, so these updates will not be visible to vendors at this time.
- UI Revamp: The team is continuing to work on UI revamp updates that we plan to release later this year along with some other exciting new features. stay tuned for more info coming soon…
November 2020:
Release Notes for November 2020
https://portal.productboard.com/zfx8xe7mb42a4m1qbjquqspw/tabs/3-launched
We have released an update for November 2020. This update primarily focused on backend updates as the team continues optimizing the PK platform for larger updates we plan to release next year.
Along with this extensive backend update the team also released the following public-facing updates that are highly requested by vendors.
- Multiple Product Feature: Change the order of product listings
- Pass data to Up/Downsell Landing Pages
- Ability to Edit/Update Custom Field Data
- PipeDrive Integration – Coming very soon
[IMPROVEMENT]
Multiple Product Feature: Change the order of product listings
PayKickstart vendors using the multi-product listing option now have the ability to change the order products are listed in.
Simply go to the multi-products section to drag and drop the products in the order you want to show them.
https://support.paykickstart.com/knowledge-base/multiple-products-on-same-checkout/
[NEW]
Pass data to Up/Downsell Landing Pages
Vendors now have the ability to pass customer purchase data to up/downsell landing pages. This option will pass the customer’s previous purchase to a custom-created script on your up/downsell landing pages allowing vendors to use that data to further customize the up/downsell experience for the specific customer.
https://support.paykickstart.com/knowledge-base/funnel-override-settings
[IMPROVEMENT]
Ability to Edit/Update Custom Field Data
Vendors using custom checkout fields now have the ability to edit customer entries for custom fields after the transaction has processed.
Simply go to the transaction details, click to edit, make your changes and save.
https://support.paykickstart.com/knowledge-base/add-custom-fields-checkout-page
[NEW] PipeDrive Integration
(Coming in a few days)
Vendors working with PipeDrive will soon have the ability to integrate PipeDrieve accounts to PK to create and update deals in PD based on PK action events.
This is the first version of this PipeDrive integration to establish basic functions for the integration. As the PD platform is quite complex, we understand additional needs will arise based on vendor uses cases. Please submit your needed feature requests for additional functions with the PD integration via our request portal.
https://support.paykickstart.com/knowledge-base/integrating-pipedrive
Other Improvements
- Show status of Funnel Verification:
- Tools section moved below Reports section:
- Continued Backend Updates: The team is continuing to work on backend updates for the end of the year as we prepare for a major reporting data improvement as well as other exciting features we plan to release next year. These updates involve non-public facing databases, so these updates will not be visible to vendors at this time.
October 2020:
Release Notes for October 2020
A few weeks after our September Release, we already have our first release for October ?
This first release in October mainly focused on backend updates as the team continues preparing for reporting and UI updates as well as some other exciting features we plan to release soon.
We also added 2 public-facing updates for vendors in this release as well.
- Surveys: Choose the logo on the survey thank you page.
- Activity Logs: Commission override logs.
- Keep on the lookout for more Reporting & UI updates coming soon ?
[IMPROVEMENT]
Surveys: Choose your logo for the survey thank you page.
Scale vendor plans have access to create and send automated surveys to customers based on specific action events.
In addition to creating and sending the surveys, vendors can now choose the logo they want to show on the survey thank you page for additional branding customization.
https://support.paykickstart.com/knowledge-base/creating-automated-surveys
[IMPROVEMENT]
Activity Logs: Commission Override Logs
Continuing with our Utility log improvements, commission override logs will now be available.
These override logs will show changes to an affiliate commission percentage for a specific affiliate if using our affiliate commission override settings: https://support.paykickstart.com/knowledge-base/override-landing-page-price-commission-affiliate/
https://support.paykickstart.com/knowledge-base/transaction-event-log
Other Improvements
- Additional utility logs improvements: The team has added additional log events as well as optimized a few existing logs to help provide vendors with additional historical insight.
- Backend clean up: the developers optimized our backend databases for speed and functionality.
- Large Data Reporting Infrastructure Update(work in progress): The developers released additional backend components of the large data update as they continue to prepare the platform for this major reporting logic update to better assist vendors with large amounts of data. Most of these recent updates were to the backed of the platform, so no major changes will be visible to vendors at this time. Our team will continue to keep you updated as changes to our reporting feature progress.
- New UI Preparation: The team is laying the additional groundwork to support our new UI we plan to release in 2021.
September 2020:
The PayKickstart team has been hard at work updating the platform with both internal and public features to allow vendors and affiliates to sell as easy as possible.
This update may look smaller, however, a lot of internal logic work went into our first round of UI changes to make the platform easier to use based on collective feedback from our users.
Below is a list of public-facing feature updates recently released to the PayKickstart platform.
- UI Changes: (Campaigns, Products and Funnels)
- UI Changes: Affiliate Payout Section
- Utility Logs UI Update.
- New utility log event type records.
- Switch Vendor View(For Partners/Sub-users)
- New Zapier Event(Subscription Changed)
- Zapier Event Update(New Order can now pass coupon data)
- Help Article updates to reflect new UI components.
- Keep on the lookout for more UI updates coming soon ?
[IMPROVEMENT]
UI Changes: Campaign, Product and Funnel sections
UI Changes: Campaign, Product and Funnel sections
Previously, the Campaign, Product, and Funnel sections were on separate pages which ultimately increased the number of clicks needed to accomplish something in PK.
In order to help cut down on the time it takes to set up campaign, products and funnels as well as continued management of them, we have combined the campaign, product, and funnel sections into one main section to easily operate from.
Creating Campaigns
[IMPROVEMENT]
UI Changes: Affiliate Payout Section
We have made some small UI changes for the affiliate payout section to run even smoother as well as make the section easier for vendors to use when paying out affiliate commissions.
When handling manual affiliate commission payouts, vendors will now begin the process by selecting the related campaign(s) they want to handle.
They will then be able to choose the commission type(Transaction or Lead related commission)
Next, they will choose whether they want to view commissions inside or outside of tthe refund period or all.
They will choose the affiliate payout method they want to use.
Finally, they can filter the related commissions by transaction, affiliate or partner based on how the would like to see the related commission results.
https://support.paykickstart.com/knowledge-base/affiliate-commission-payouts
[IMPROVEMENT]
UI Changes: Utility Logs
We have revamped the utility logs based on user feedback and functionality to allow more ease of use.
Now, there are 2 main logs sections instead of 5.
Activity logs hold all of the various event logs for manual changes and changes not specifically related to a purchase event.
Integration/IPN Logs will focus more on the specific purchase-related events corresponding with integrations or the IPN.
https://support.paykickstart.com/knowledge-base/transaction-event-log
[IMPROVEMENT]
Switch Vendor View(For Partners/Sub-users)
Partners and sub-users working with multiple vendors are now able to switch between vendors to easily view specific data and settings related to that vendor instead of seeing everything for all vendors at once.
Learn more about using Sub-users Here: https://support.paykickstart.com/knowledge-base/adding-users/
Learn more about Partner Contracts here: https://support.paykickstart.com/knowledge-base/creating-partner-contracts/
[NEW]
New Zapier Event(Subscription Changed)
A new event has been added to Zapier called “Subscription Changed”.
This event can be used to trigger Zapier when a customer’s subscription is up/downgraded to a different product.
A good example of using ‘subscription changed is working with another platform you need to revoke access to specific content and provide access to other content but you are not canceling their account completely. The “Subscription Changed” event can help trigger this change to the other platform for the needed changes based on the newly selected product.
https://support.paykickstart.com/knowledge-base/zapier-integration
[IMPROVEMENT]
Zapier Event Update(New Order can now pass coupon data)
Vendors using the Zapier “New Order” event can now pass coupon data via zapier if the purchase has a coupon associated.
This helpful addition will allow vendors to send coupon data to their platforms along with the other customer purchase data to help provide that additional level of detail for their records.
Vendors currently using the “New Order’ Zap event can now edit the zap to map these data variables to their other platform to begin passing the coupon data.
https://support.paykickstart.com/knowledge-base/zapier-integration
Other Improvements
- Help Article Updates: Along with our first round of UI changes our team has also updated help articles to relate to the new UI flows.
- Additional Event Log Events: We have added new event logs for various actions and customer-related events that take place on your account. These new event logs include: Refund events, sales funnel price override events.
- Large Data Reporting Infrastructure Update(work in progress): The developers released additional backend components of the large data update as they continue to prepare the platform for this major reporting logic update to better assist vendors with large amounts of data. Most of these recent updates were to the backed of the platform, so no major changes will be visible to vendors at this time. Our team will continue to keep you updated as changes to our reporting features progress.
HAVE A GOOD IDEA?
Tell us about your feature ideas and suggestions in our request portal.