June 2nd – One Link Editing Capabilities (Ongoing update)

Previously, One Link could not be edited after setup, meaning any mistakes required users to start over. With the first set of editing capabilities now live, users can make updates without restarting the process.

Users can now edit the following fields after creating a One Link:

• Summary Details: Title, expiration date, and sender
• Additional Fields: On-hold date, business reason, and internal notes
• Additional Fields: Edit on-hold date, business reason, internal notes
• Shipping: Select shipping options and choose from address book records
• Confirmed Sends: Update this section and add a download option for the send report
• Security Settings: Manage password, domains, and redemption limits

May 26th

• You can now set a custom box image per campaign for claim links.
  • For best results, use square images.
  • The uploaded image will replace the default across all steps of the claim page.
• One Link Enhancements
  • Prevent setting the redemption limit equal to the number of confirmed sends.
  • You can now edit 2FA settings for already created One Links:
    • Toggle 2FA on/off.
    • Manage the recipients list.
• You can now turn off the tracking email for recipients across all send flows.
  • By default, recipients receive an email with a tracking link when the order ships.
  • If checked, no email will be sent to the recipient at the shipping stage.
• Improved Multi-Tab Handling
  • This update primarily affects super admins and distributors.
  • Previously, opening multiple portal tabs in the same browser could lead to data inconsistencies, especially when switching organizations.
  • Now, if a change is made in one tab, other open tabs will prompt the user to confirm a context switch.
• Simple users can now edit the business reason for their own sends.

May 12th

• You can now download Campaign Reports listing the inventory included in each campaign.
  • Available to Super admins, Distributors, and Organization admins.
  • Available to super admin, distributor and organization admin;
  • MSKU items are currently listed as such in the report.  An enhancement to break them down into individual SKUs is logged.
• Webhook updates to create send now supports the following settings:
  • Whether the sender should receive emails
  • Whether the receiver should receive emails
  • Expiration and On Hold date
• Minor UI bug fixes

April 17th

• One Link Edit – Security Settings: You can now add, change, or disable the following for already created One Links:
  • Redemption limits
  • Password protection
  • Allowed domains
• Note: Users can’t enable both 2FA and domain restrictions at the same time. If a user tries to edit a One Link with 2FA enabled and add domains, they’ll see a confirmation message asking if they want to turn off 2FA — with an option to revert the change.

April 12th

• One Link Management – Confirmed Sends Table Enhancements
  • Added order status and submitted date columns
  • Additonally, you can now search by recipient name, email, or order ID and choose how many rows to display on the page
• You can now download a report of confirmed sends on One Link
  • Campaign and product reports are available (same format as delivery reports)
• Tracking details per order are now shown as separate fields: tracking number and courier, along with Tracking URL (if URL is available)

April 8th

• One Link Management – Confirmed Sends Table Enhancements
  • Added order status and submitted date columns
  • Additionally, you can now search by recipient name, email, or order ID and choose how many rows to display on the page
• You can now download a report of confirmed sends on One Link
  • Campaign and product reports are available (same format as delivery reports)
• Tracking details per order are now shown as separate fields: tracking number and courier, along with Tracking URL (if URL is available)

March 26th

• One Link Editing: You can now update shipping information for existing One Links.
  • Editing is available to all One Links within the organization.
  • Address changes will only affect sends created after the update is made to a One Link.
• Zip Code Validation: We’ve added validation to zip code fields in both the portal and claim link to ensure only valid zip codes are accepted.
• Tracking URL Update: We’ve removed the fallback scenario that defaulted to USPS when no carrier was provided by the shipping service or we couldn’t match it with the ones existing in the portal.
  • The tracking email will still be sent but without a tracking link or button.
  • Next, we’ll add two separate fields in the send summary for tracking number and carrier, allowing for manual tracking.

March 11th – Updated One Link Summary layout on management

Redesigned the layout and visual style of the One Link Summary under the One Link Management feature.

Mar 4th – Multiple domain support for One Link email domain limiting

When creating a One Link, you can now limit multiple domains instead of just a single domain.

February 26th – One Link naming

Ability to add a title to One Link for easier reference within the portal. It is the first step in a series of planned updates to enhance One Link management.

February 4th- February 20th – Address Book for IEX Portal flows

This feature allows users to define a list of pre-approved delivery addresses and set specific shipping options per send. Recipients can then select from the predefined addresses.

January 15th – Low Inventory Threshold

You can now enable setting a low inventory threshold for each item you have in inventory. When the inventory count reaches the specified threshold, the item will be flagged in low inventory notifications (portal popup, email).

December 17th, 2024 – Delivery Report – Product Breakdown

A new type of delivery report that provides users with a detailed product breakdown for each send.

November 25th, 2024 – Address book + Shipping option setting for campaigns and One Links.

Ability to manage addresses in the address book per organization. Updated shipping options view, added ability to set default shipping settings per campaign, updated one link flow, updated delayed shipping page with ability for the recipient to select from different options.

November 11th, 2024 – Filter by Fulfillment Center for campaigns

Ability to filter campaigns by fulfillment center in the campaigns list and send flows.