Skip to main content

2023-05 Release Notes

Iteration: 2023-05

April 24th, 2023

Whats New?

4840Communications: Allow unsubscribing from communications

Improvements

5464Added Enroll_Type_Desc column to the Enrollment Manager Excel export.
5449Sales Importer - Added download button for latest template version.
5504Added a couple of new roles for export features
5485Added a role to show the customer's credit score
\(＾▽＾)/Several Improvements for the Authorize.Net Integration.
\(＾▽＾)/Performance improvements for System Setup settings.
\(＾▽＾)/Performance improvements for Enrollments API.
\(＾▽＾)/Improved the way settings are refreshed after an update in System Setup.
\(＾▽＾)/Updated logic to automatically generate the download template at the Zip Code List screen.

Fixes 

5472Fixed an issue where plans would not have their version updated after changing documents.
5477Corrected an invalid “Customer already exists” error in Legacy Importer.
5479Adjusted Billing Addresses fields under Quick Enrollments to prevent bad user data.
5484Fixed an issue in MyAccount where customers would be forced to only add ACH payment methods even though more payment methods were available.
5488Improved the Sync Enrollments Dates to ESG background process to prevent slow performance issues.
5494Corrected several issues in the Generate Autoresponders functionality that would prevent the user from getting the autoresponders via email/letter.
5496Improved verbiage for an error message displayed to customers from iCheck for duplicate payment transactions.
5498Adjusted Renewal submission for ECI so that Daily Rate plans submit “F” in the renewals file.
5291Improved validation for existing LDCs at the time of the enrollment creation to prevent duplicates. 
5499Added missing  promotional_code tag to ESG enrollment submission for the Sales imports. 
5508Corrected an issue where incorrect dates would be added to the default plan line in the ECI Renewals File.
5510Added a validation to the automatic ETF generation to make sure only Expired customers get a notice.
5511Correction in the process that takes care of updating OpsAdmin dates with ECI dates.
5516Resolved an issue in the Sales Importer where the user would receive a “Customer already exists” error for new accounts.
5527Fixed pagination issues under Departments interface.
¯\_(ツ)_/¯Enrollments API - Fixed for “Object not set to an instance of an object” error message.
¯\_(ツ)_/¯Added a validation to prevent very large PDF files from being uploaded through Web Enrollments.
¯\_(ツ)_/¯Added validation to avoid having customers submitting recurring billing data to the Billing System when their enrollment is on hold.
¯\_(ツ)_/¯Enrollments API - Corrected an issue where the Payment Gateway would return incorrect brand data.
(●__●)Corrected a typo on a message displayed during the Quick Enrollment process for LDCs added to the Rescind List.
¯\_(ツ)_/¯Fix for objects not being correctly displayed under Disposition Types.
¯\_(ツ)_/¯Fix for Pricing Matrix Portal where the quotes table would not render correctly.
¯\_(ツ)_/¯Enrollments API - Fixed missing tracelog for internal troubleshooting.

Features & Fixes Details

Communications: Allow unsubscribing from communications​

Now it’s possible to offer customers the possibility of subscribing/unsubscribing from marketing communications during their enrollment process. OpsAdmin allows separating transactional notices (Such as Renewal notifications) from marketing notifications. Customers can decide if they want to receive (Or not) these marketing communications. To accomplish this, new settings have been added to the system:

Autoresponder Packages​

A new checkbox “Allow customers to unsubscribe from these communications” under Autoresponder Packages. This setting is used to separate marketing from regulatory communications. For example: A customer cannot unsubscribe from renewal notices.

Web Enrollment Journey & Quick Enrollments​

The checkbox Subscribe to Marketing Communications can be found in both the Quick and Web Enrollment process. 

alt text

alt text

Sales & Legacy Importers​

Added a Subscribe_Marketing_Comms column to both templates: Accepts True or False.

alt text

Enrollments API​

When enrolling the customer through the API there is a new property called  opted_marketing_coms that can be used to send this value.

MyAccount​

First, the menu item name has been updated from "Notifications" to "Communications".

The toggle option "Subscribe to Marketing Communications" was added in this section. This setting affects all the enrollments tied to the customer and it applies to both emails and letters.

alt text

Customer Manager​

This section has several UI changes to consider: Since the Unsubscribe setting affects all customer enrollments, to avoid having too many options at the top, there is now one single drop down called “Customer Options” on the top right corner of the screen that groups _Payment Method_s (If available), Notes and Toggle Marketing Communications.

alt text

This last item requires the user to have the Customer Support -> Customer Details -> Toggle Marketing Communications role associated. The role is associated with every existing department by default.

System Logs​

Making changes to the customer’s preferences regarding marketing communications, is registered in System Logs under the triggers Customer: Insert or Customer: Update, depending on the performed action.

Autoresponder Generation​

Marketing emails and letters for customers that have unsubscribed are generated as usual but with an “Opted out” status. Letters are sent straight to the archive to prevent confusion. The emails with this status are not released to the customer but are still kept for traceability purposes. Marketing emails include a verbiage at the bottom with a link, where customers can unsubscribe as if they were doing it from their MyAccount portal.

Added Roles for Export functionalities ​

The following roles have been added to the Departments section:

  • All Notifications: Export To Excel: This role allows users to export the content of  Communications >> All Notifications main grid.

  • Customer Manager: Export Customer Notes: This role allows exporting the content of the grid under Customer Manager.

Both roles are associated with every existing department by default.

Added a role to show the customer's credit score​

Added the new role Credit Check: Show Credit Score so that users can see the score value under Payments -> Credit Check screen and in the Credit Check details view. The role is associated with every existing department by default.