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More subscription management options for members
January 29, 2025
An exciting new upgrade has rolled out for your member portal. Now, your members can easily manage, update, or remove cards directly from their Portal account, ensuring that their subscription experience is more seamless and secure.
What's New?
- Viewing All Cards:
The user can now view a comprehensive list of all the cards they have used for various subscriptions, making it easier to manage payment methods in one place.
- Deleting Cards:
Users can delete cards they no longer wish to use for future payments. However, if a card is already linked to an active subscription, an alert will notify the user about this before proceeding with the deletion.
- Updating Card Details: Users can conveniently update their card details through a secure “Payment Link,” ensuring their payment information stays accurate and up-to-date without manual edits.
Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.
WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.
