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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.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
