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2.20.0 Release
Released October 2024
- Customizable Dashboard Date Range: All three dashboards now allow custom date ranges, giving you precise control to measure specific time periods.
- Export Transaction Reports: You can now download transaction reports based on custom date ranges, making data analysis and record-keeping easier than ever. Click here for a step-by-step guide.
- Customer Birthdates in Reports: Gain deeper customer insights with birthdate data (if shared) in your Customer Report, enabling personalized engagement.
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Credit Codes (formerly Coupons): We’ve updated the terminology from “Coupons” to “Credit Codes” to better reflect the functionality.
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Map Credit Codes to Segments: You can now assign credit codes to specific customers and/or segments giving you more flexibility to increase marketing impact. Click here for a step-by-step guide.
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Enhanced Referral Program: You now have the ability to manage your "Refer a Friend" configuration directly in the portal including updating copy and setting purchase requirements, giving you greater control. Click here to learn more.
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Pin App Feed Cards: Keep critical messages visible on the home feed. Marketing or Admin level users can now have the new ability to pin cards in the app feed ensuring critical information stays visible to app users, driving engagement and awareness. Learn more.
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Restore Deleted Customers: You can now restore customers (without emailing into Support) who have deleted their accounts within the last 60 days directly in the Merchant Portal. Click here for a step-by-step guide.
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Individual Customer Credit Balances: This enhancement provides clear visibility into the available credits for each customer, enabling better management of customer accounts and improving the overall customer experience.
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Order-Level and Product-Level Instructions: Easily review customer requests with order-level and product-level instructions now visible on the order history screen. This enhancement allows Admins to see specific customer requests or modifications for each order, supporting accurate order reviews ensuring customer satisfaction.
- Archive Products & Combos: You can now archive products and combos to keep your menu organized and up-to-date. Click here to learn more.
- Reorder Combo Products: You now have the ability to reorder not only combo groups, but the product is within each grouping. With this update, you will now be able to customize every aspect of how combos are presented to the end user. Learn more with this step-by-step guide.
- Archive Locations & Portal Users: Easily archive inactive locations and users for a clutter-free portal.
- New Location-Specific Delivery Instructions: You can now add location-specific instructions for delivery drivers to enhance pick-up accuracy and service. Click here to learn more (UberDirect and DoorDash Drive support only).
- Precise Delivery Radius: Define your delivery area with exact radius measurements, ensuring coverage precision. Click here to learn more.
- Manage User Timezones: Set and edit Merchant Portal user timezones. Learn more, click here.
2.19.0 Release
Released June 2024
- Ability to Schedule the App Feed: Schedule your app feed, including both the feed template and individual feed cards giving you greater control over messaging to your users. Click here to learn more.
- Managing Active and Inactive Items: The Merchant Portal separates active and inactive items across categories, variants, options, products, and combo sections. This separation helps in better organizing and managing your menu items. Click here to learn more.