Pelcro Platform Update 2.7 — Performance, Branding, and Admin Efficiency

Release 2.7 (Tech Release 1.121)

🟢 Platform: Custom CSS Overrides

We've introduced custom CSS support to the platform, allowing you to fully brand and style the default Pelcro UI without developer intervention.

✅ What's New:

• New Custom CSS input field available under Settings → Design

• Saved CSS is persisted and applied to React Elements

• Custom CSS is also returned via the site endpoint for use across integrations

• Design page upgraded to the modern Preline UI

🎯 Impact:

You can now tailor the visual experience of the Pelcro UI to match your brand — without workarounds or platform-level changes — making it easier to deliver a consistent, on-brand subscriber experience.

🟢 Platform: Last Login & Collaborator Export

We've added last login visibility and collaborator exports to help admins manage internal team access and meet compliance requirements with less manual effort.

✅ What's New:

• Upgraded Collaborators page to the modern Preline template

• New Last Login At column added to the collaborators table — sortable, ISO 8601 UTC format

• New Export Collaborators button generates a CSV file containing:

  • Name, email, role, last login, account creation date

🎯 Impact:

Account owners and admins can now run periodic access reviews, and meet auditor requirements without manually paginating through the UI — strengthening security posture and reducing compliance overhead.

🟢 Platform: Upgraded Payment Link Page UI

We've modernized the Pelcro payment link page with a fresh, polished design that better reflects your branding.

✅ What's New:

• Payment link page UI rebuilt using updated Preline templates

• Your logo and primary color displayed prominently at the top of the page

• Fully responsive across desktop and mobile

• All existing payment functionality preserved

🎯 Impact:

Customers using the payment link now experience a more professional, trustworthy checkout flow that's visually aligned with your branding — improving conversion confidence and overall polish.

🟢 Platform: Pelcro AI Agent — Background Bulk Operations

We've upgraded the AI Agent to process bulk operations in the background, eliminating connection drops and timeouts during long-running tasks.

✅ What's New:

• Bulk operations now execute as background job batches using a dedicated queue, isolated from the main application queue

• The chat stream stays lightweight and responsive — no more timeouts on large operations

• Users see "Operation started" immediately, with real-time progress updates via the chat UI

• Final results are available in conversation history — even if the user closes the chat or browser

• Supports up to 50,000 rows / 64MB per CSV per bulk operation

• Throttled by the account's rate limit for stability

🎯 Impact:

Admins can now run large bulk imports and operations through the AI Chat Assistant without worrying about disconnections or partial completions — making the agent reliable for high-volume workflows.

🟢 Platform: Upgraded Pelcro Plan Payment Page

We've redesigned the Pelcro plan payment page to match the modern Preline UX used across the rest of the platform, delivering a more polished checkout experience for Pelcro subscribers.

✅ What's New:

• Payment page rebuilt using the new Preline UX template

• Same plans, same layout, all functionality preserved — visual/UX upgrade only

🎯 Impact:

Subscribers on Pelcro plans experience a checkout flow that's current, consistent, and visually aligned with the rest of the product — improving conversion confidence and overall polish.

🟢 Platform: Improved Invoice PDF Address Formatting

We've improved how billing and shipping addresses are displayed on invoice PDFs, following standard postal formatting conventions for better readability and professionalism.

✅ What's Improved:

• Addresses now follow a clean, structured format:

  • Full Name

  • Street Address

  • City, State ZIP+4

• Fixed compressed/duplicated ZIP code formatting

🎯 Impact:

Invoice PDFs are now more readable, professional, and aligned with mailing standards — improving customer perception and reducing confusion when invoices are reviewed or mailed.

🟢 Platform: ZIP Code Validation for Print Plans

Admins can now restrict print subscription plans to specific ZIP codes, ensuring only users in serviceable delivery areas can purchase fulfillment-dependent products.

✅ What's New:

• New ZIP code restriction setting available at the product level

• Supports an array of allowed ZIP codes per product

• Validation enforced during checkout, similar to country-based validations

• Users outside the allowed ZIP code range see a clear message explaining that print delivery is unavailable in their area

🎯 Impact:

Eliminates unfulfillable print orders by blocking ineligible users at checkout, improving operational efficiency and reducing post-purchase cancellations and customer frustration.

🟢 Platform: Bulk Mark Orders as Fulfilled

The Mass Action menu on the E-commerce → Orders page now supports bulk fulfillment, eliminating the need to mark orders fulfilled one at a time.

✅ What's New:

• New "Mark as Fulfilled" option added to the Mass Action menu

• Apply fulfillment status to multiple selected orders in a single action

• Confirmation prompt added for irreversible actions

• Only eligible orders are processed in the batch

🎯 Impact:

Operations teams can now process large batches of orders in seconds, significantly reducing manual effort and accelerating fulfillment workflows.

🟢 Platform: PayPal Added to Payment Link Page

The Pelcro payment link page now supports PayPal as a payment method alongside credit cards, giving customers more flexibility and improving payment success rates.

✅ What's New:

• PayPal is now selectable as a payment option on the portal payment page (when enabled)

• Full PayPal flow supported: redirect, authorization, confirmation

• Successful transactions are recorded in Pelcro

• Failed or canceled PayPal payments are handled gracefully

• Clear PayPal UI option displayed alongside credit card

🎯 Impact:

Customers who prefer PayPal can now complete payments directly from the payment link page — increasing conversion rates and reducing payment friction for clients with PayPal-heavy audiences.

🟢 Platform: Archive Segments

Admins can now archive deprecated segments from the platform, keeping the admin UI clean and reducing clutter from outdated configurations.

✅ What's New:

• Archive option available for segments with no active subscribers

• Archived segments are removed from all lists and cannot be selected for new subscriptions

• Archiving is blocked for segments linked to active subscriptions or campaigns

🎯 Impact:

Admins can maintain a clean, focused segment list — making it easier to navigate the platform and reducing confusion caused by deprecated configurations.

🟢 Platform: Add Members as Active by Default (When Email Exists)

The Add Member flow has been improved to automatically activate members when their email already exists on the same site — eliminating unnecessary pending steps.

✅ What's New:

• When adding a member whose email already exists in Pelcro on the same site, the member is added as Active automatically and linked to the existing user ID

• When the email does not exist, the member is added as Pending (current behavior)

🎯 Impact:

Members with existing accounts get immediate access without requiring a manual follow-up step, improving onboarding speed and ensuring they appear correctly in lists from day one.

🟢 Platform: Change End Date for $0 Plans

Admins can now shorten the end date of subscriptions on $0 (free) plans, enabling accurate record-keeping and retroactive corrections for free-tier accounts.

✅ What's New:

• End date can be changed (shortened) for $0 plans

• Available via the subscription edit view in the platform

• Billing exports and reports reflect the updated end date

🎯 Impact:

Restores parity between paid and free-tier subscription management, giving admins the ability to maintain clean historical records and accurate reporting across all account types.

🟢 Platform: Billing Information Included in Refunds Export

Finance admins can now reconcile refunds directly from the refunds export — no second report required.

✅ What's New:

• Refunds export now includes:

  • Billing name

  • Billing address

  • Payment method (type and last 4 digits)

• Fields are appended to the existing export format with no columns removed

🎯 Impact:

Finance teams can now reconcile refunds against original transactions in a single report, reducing manual cross-referencing and accelerating month-end close.

🟢 Platform: Donor & Recipient Info in Lists, Segments & Campaign Exports

We've expanded the data available in lists, segments, and campaign report exports to include full customer, billing, shipping, donor, and recipient information.

✅ What's New:

• New fields added to the end of list, segment, and campaign report exports:

  • Customer: First Name, Last Name

  • Billing: Address Line, City, State, ZIP

  • Shipping: Address Line, City, State, ZIP

  • Donor: First Name, Last Name, Email, Address Line, City, State, ZIP

  • Recipient: First Name, Last Name, Email, Address Line, City, State, ZIP

🎯 Impact:

Marketing and operations teams can now run targeted campaigns, generate accurate reports, and manage fulfillment and donor recognition workflows without external data stitching or manual cleanup.