Platform Changelog Subscribe via Email
We continuously improve our platform by releasing new features, fixing bugs, and delivering updated documentation. You can read about these enhancements in our changelog.
September 2024
Added
Why this is important: The Report Builder functionalities remove the reliance on manual report generation, enhance efficiency, and enable teams to focus on higher-value tasks. |
Analytics |
Why this is important: The ability to display the Top N records is essential for analytics and reporting. It allows you to sort your data and concentrate on the most relevant insights, such as highlighting top performers or underperformers. |
Analytics |
Why this is important: The ability to pay for products in payment schedules is particularly advantageous for B2B customers. It allows them to spread payments over time instead of paying a large lump sum upfront. This approach helps optimize their cash flow, making it easier to manage finances and invest in other areas of their business. |
Applications |
Why this is important: Ensuring that your email communications are clear and properly structured helps maintain customer trust and satisfaction. Following these guidelines also ensures that your emails meet legal standards, reducing the risk of non-compliance issues. |
Applications |
Why this is important: URL parameters give you greater control over the customer experience by enabling dynamic customization. This flexibility allows you to optimize the subscription process based on specific customer needs, improving overall satisfaction and reducing friction in the user journey. |
Applications |
Why this is important: This feature enhances flexibility and improves the overall user experience, making the checkout process more efficient and tailored to your business needs. |
Applications |
Changed
Why this is important: The improved logic for calculating orders and conversion rate delivers more accurate results, enabling more precise analytics. This enhanced accuracy better addresses specific scenarios and increases the potential for identifying and fixing bugs. |
Analytics |
Changed
Why this is important: The enhanced Subscriptions dashboard enables comprehensive analysis of your subscription business. With the ability to apply filters across all pages and present data in tables and charts, it offers an improved reporting experience. |
Analytics |
Added
Why this is important: By leveraging multiple best-in-class acquirers, Cleverbridge can intelligently route transactions to ensure the highest possible uptime, authorization rates, and recovery rates for declined orders. |
Payments |
Why this is important: By leveraging TRA exemptions, you can increase payment success rates and reduce friction in the checkout process by avoiding 3DS challenges for certain transactions. |
Payments |
Why this is important: With the ability to test automation emails before they reach your customers, you can ensure your campaigns are error-free. Additionally, Power BI reports provide deeper insights into the results of your automations. |
Applications |
Why this is important: By implementing a carefully designed cancellation flow, you can reduce churn by providing users with alternatives that encourage them to maintain their subscriptions. |
Applications |
Why this is important: Analyzing data on subscription upgrades and downgrades empowers you to identify anomalies in your subscription business and make informed decisions to refine your approach to subscription management. |
Analytics |
Why this is important: The newly introduced NRR metric provides deeper insights into customer behavior and needs, enabling you to make more informed decisions regarding your subscription strategies. A high NRR indicates robust customer loyalty and potential for sustainable revenue growth. |
Payments |
Changed
Why this is important: The updated data refresh flow provides you with more real-time data, significantly reducing the waiting period compared to the previous solution. |
Analytics |
Added
Why this is important: Effective subscription management and forecasting are one of the most important factors influencing the growth of your business. With the Upcoming Renewals feature, you can predict upcoming revenue and take proactive steps to manage customer interactions efficiently. |
Analytics |
Why this is important: Tracking LTV helps you understand the long-term profitability and growth potential of your products, ensuring your business remains competitive and successful. A high LTV indicates a robust product-market fit, high brand loyalty, and substantial recurring revenue from existing customers. |
Payments |
Changed
Why this is important: The enhanced navigation allows you to effortlessly explore the Cleverbridge features aligned with your business goals, hence positively influencing your overall user experience. |
Applications |
Added
Why this is important: Leveraging this dimension empowers you to strategically engage customers through targeted marketing campaigns, ensuring timely interventions that maximize your monthly and annual recurring revenue. |
Analytics |
Why is it important:CleverAutomations empowers you to design automated customer communication workflows focused on retention and churn reduction, enabling you to grow your business, all while saving valuable time. |
Applications |
Why is it important: The Renewal Quotes feature allows you to create protected renewal quote links, making it possible for B2B customers to renew existing subscriptions in a simple and fast way without a need to place a new initial quote. |
Applications |
Changed
Why this is important: The enhanced logic for PSR calculation provides more accurate results, which leads to more precise analytics, thereby bolstering your business outcomes. |
Analytics |
Added
Why this is important: Identifying decline patterns that lead to transaction rejections can help you reduce future declines and improve your overall transaction success rate. |
Analytics |
Added
The churn reason analysis is currently in public preview and accessible at https://subcomm.cleverbridge.com/analytics/subscriptions. Simply log in using your Cleverbridge credentials. Why this is important: Tracking and investigating churn types helps you understand your subscribers’ behavior and refine your strategy for customer retention. Identifying the root causes for churn will ultimately lead you to a deeper understanding of your company’s growth. |
Analytics |
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Payments |
Added
The expectation is to slightly elevate the overall authorization rate for credit card transactions. We’re carefully monitoring the success rate for orders processed via our payment providers. No action is required on your part. Why this is important: Switching payment providers could increase the number of successfully authorized credit card transactions, which could consequently translate in additional revenue. |
Payments |
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Reporting |
Added
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Payments |
CleverInsights is currently in public preview, is part of our premium analytics offer, and accessible at https://subcomm.cleverbridge.com/analytics/clever_insights. Contact Client Experience to activate it. Why this is important: Managing forecasted results and learning from the spikes & dips in your performance puts data at the center of every decision you make. It also allows you to identify patterns and predict behavior, generating therefore foresight out of insight. |
Analytics |
The churn cohort analysis is currently in public preview and accessible at https://subcomm.cleverbridge.com/analytics/subscriptions. Simply log in using your Cleverbridge credentials. Why this is important: The cohort method allows you to uncover seasonal trends, dive deeper into potential churn triggers, and optimize revenue retention by strategically allocate your efforts. Ultimately, you will be able to improve your customer lifetime value (CLV). |
Analytics |
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Payments |
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Payments |
Added
You can access the Payment Analytics feature at https://subcomm.cleverbridge.com/analytics/payments. Simply log in using your Cleverbridge credentials. Why this is important: The newly available reports allow you to better understand the customers’ payment behaviors and needs. Ultimately, you’ll be able to make informed decisions about payments and optimize payment strategies for growth. |
Analytics |
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Payments |
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Payments |
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Invoicing |
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Reporting |
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Payments |
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Payments |
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Checkout |
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Checkout |
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Checkout |
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Checkout |
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Payments |
Removed
Effective immediately, checks are no longer available as a payment option in the EU and Canada. However, checks remain an available payment option in the United States. For alternative payment solutions, contact Client Experience. Why this is important: Customers in the EU and Canada can no longer choose checks as a payment option in the checkout. No action is required on your part. Existing renewals will result in an awaiting offline payment Offline payment stands for a group of payment options that do not involve online transactions like direct debit, wire transfers, and checks. With the order confirmation, the customer receives a link with information on how to make the payment. Ordered products are delivered as soon as Cleverbridge receives payment confirmation from the payment provider. status and customers will be required to choose a different payment option. |
Payments |
Coming Update
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Coming Update
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Invoicing |
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Checkout |
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Promotions &
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Clearing
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- Synchronize critical front- and back-end information systems with our ecommerce platform using our latest Success Service: Integration Services.
- Improve the conversion rate of your checkout flow by removing an additional page if the customer is subject to sales tax.
- Understand the success rate of your retention tactics for reducing involuntary churn and areas of improvement in our advanced revenue retention reports.
- Increase your AOV and acquire new customers through our pre-built selection of high-performing catalog templates.
For more information, see the Release Notes Q4 2017 - Q1 2018.
- Report on cross-sell and upsell activity related to your product line
- Ensure compliance with VAT for business customers and consumers in Iceland
- Reduce churn and increase revenue for EU-based transactions (Italy, Ireland, Greece and the UK affected)
- Increase average order value by offering a physical copy of your digital product through a dynamic USB drive
- Streamline payment & renewal for subscriptions using PayPal Express Checkout
For more information, see the Release Notes Q3 2017.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Run MVT campaigns with more efficient candidate routing
- Combine an upgrade with an early subscription renewal
- Share bookmarked reports with colleagues
- Track key subscription management activity using a third-party analytics system.
For more information, see the Release Notes H1 2017.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Notifications Now Available in JSON Format – If you’re currently utilizing notifications, this information can be received in JSON (JavaScript Object Notation) format. Through this common data exchange format, you can integrate transactional data – as well as other forms of data for new partner A company that buys your products in bulk for a discounted price and resells them to their customers for a profit. In legal terms, a partner is a regular customer as there is no partnership agreement with Cleverbridge in place. sign-ups, purchases, contact updates and more – with any of your internal systems that support web services.
- Improved Product Pricing Updates – We now offer the ability to update additional pricing attributes related to your products. You can now update the price configuration and taxation applied to your product offering in multiple currencies. These updates can be applied to many products at once, increasing the efficiency of your team and the accuracy of the pricing information you share with customers.
- New Pricing API – This new API reduces the complexity of displaying accurate product, pricing, discount and GeoIP data on your hosted checkout, product pages and landing pages. Updating this information in the CA and the Pricing API will display the most accurate information on your website.
- Reminder: CA and BI Access Discontinued for Win XP/Vista Users – Remember that access to the Cleverbridge ca and BI will be discontinued for clients currently using Windows XP and Windows Vista. Access will also be discontinued for clients who use Windows 7 but have Microsoft .NET Framework 4.0 or TLS 1.0.
For more information, see the Release Notes for Version 3.12.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Improved Stability with Notifications – If you’re currently utilizing notifications, we’ve removed the <Use Current Version> option in the notification settings, which automatically updates to the most recent XML. If you have this selected, you will be automatically set to the most recent version 3.10, which is the version that you are currently on. This improves overall stability and predictability of the connection of our data source with your internal systems at all times.
- New Currencies Available – Cleverbridge has expanded its payment portfolio to include 16 new currencies for Visa and Mastercard. With the addition of these new currencies—which include the Indonesian Rupiah and Israeli New Shekel—your organization can better serve customers in rapidly growing markets. These new currencies are automatically included in your checkout process.
- Detailed Information on Tracking Codes – The Tracking Code Developer documentation provides technical information on the nearly 200 tracking codes that we have available in the Commerce Assistant. Follow the steps outlined in the documentation to set up and test a tracking code on your own without a Cleverbridge Client Success Manager.
For more information, see the Release Notes for Version 3.11.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- XML Schema – As part of this release, we have published an updated version of the XML schema definitions for automatic data feed integration. If you are currently receiving XML data automatically for license generation or system integration purposes, make sure that your systems can accept the next version. Alternatively, you can use the Commerce Assistant to choose the most appropriate data feed version (i.e., 2.400 or older).
For more information, see the Release Notes for Version 3.10.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Brazil Domestic Payment Processing – In order to enhance your sales efforts in Brazil, we are introducing a key feature to further leverage domestic credit card payment options: credit card installments. Customers can now choose to pay in multiple installments with a domestic credit card. A pilot phase with selected clients will be conducted in the weeks to come. Once this payment method is officially available, you’ll be informed on how to obtain domestic processing for Brazil in your checkout.
- Business Intelligence (BI) Scheduled Reports – Our BI tool now features the ability to self-subscribe to a bookmarked report. Once subscribed, the BI will automatically generate a daily report as either an Excel spreadsheet, PDF file or MS Word document. The current baseline functionality will be enhanced based on user feedback.
For more information, see the Release Notes for Version 3.9.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Brazil Domestic Payment Vehicles – In order to enhance your sales efforts in Brazil, we are introducing added functionality that enables you to offer domestic credit card processing.
- 2015 VAT Regulation Changes – Effective January 1, 2015, new rules will change VAT assessment to a destination-based tax system for business-to-consumer (B2C) transactions in the European Union (EU). VAT rates will be based on where the consumer resides, not on where the legal entity selling the product is located. Our platform will incorporate all of the new VAT rates, which will automatically be applied to EU consumer purchases based on their location.
For more information, see the Release Notes for Version 3.8.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- SAML Integration – New feature for authentication of customers from the client side which can be used to track purchase history and improve the customer experience.
- Straight to PayPal – Introduction of a streamlined process for PayPal purchases which has demonstrated increased conversion rates with customers using this payment type.
- Currencies – Several new Middle Eastern currencies have been added to enhance business conducted in this region.
For more information, see the Release Notes for Version 3.7.
This is a maintenance release that includes several bug fixes and internal enhancements to the platform. Because of the primary focus on platform maintenance, this release includes only a small number of other enhancements.
For more information, see the Release Notes for Version 3.6.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Commerce Assistant – Redesigned view and edit modes to reduce the number of clicks.
- Business Intelligence – New purchase order and business category dimensions.
- Integration – XML-based automated notifications have been extended with payment-related information. These details are especially of value to clients with system integrations in the area of SaaS and Cloud Services.
- XML Schema – As part of this release, we have published an updated version of the XML schema definitions for automatic data feed integration. Detailed descriptions about these changes can be found in the 3.5 Release Notes. If you are currently receiving XML data automatically for license generation or system integration purposes, make sure that your systems can accept the next version. Alternatively, you can use the Commerce Assistant to choose the most appropriate data feed version (i.e., 3.200 or older).
For more information, see the Release Notes for Version 3.5.
This is a maintenance release to update the platform in preparation for the February 2014 European banking switch to a new account numbering system called SEPA (Single European Payments Area). Because of the primary focus on SEPA, this release includes only a small number of other enhancements.
For more information, see the Release Notes for Version 3.4.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Business Intelligence – There is new Help content integrated into the application as well as improved interface text and tips.
- Commerce Assistant – Cleverbridge now offers a series of pre-defined, common regions that clients can easily select instead of having to configure them themselves.
- Checkout Process – Product selections now support dynamic discounts.
For more information, see the Release Notes for Version 3.3.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- Commerce Assistant – The Commerce Assistant was significantly enhanced with the following improvements:
- Redesigned, user-friendly navigation
- More direct workflows with fewer click paths
- Increased flexibility to support different display resolutions
- New features and other improvements
- Subscriptions –The ProcessCart API has been enhanced to better support client-triggered subscriptions.
- SalesForce integration – the Cleverbridge SalesForce integration has been extended to import purchase orders and any corresponding purchase order ID numbers.
- XML Schema – As part of this release, we have published an updated version of the XML schema definitions for automatic data feed integration. If you are currently receiving XML data automatically for license generation or system integration purposes, make sure that your systems can accept the next version. Alternatively, you can use the Commerce Assistant to choose the most appropriate data feed version (i.e., 3.200 or older).
For more information, see the Release Notes for Version 3.2.
Here are the new features in this version of the Cleverbridge subscription commerce platform:
- XML Schema – As part of this release, we have published an updated version of the XML schema definitions for automatic data feed integration. If you are currently receiving XML data automatically for license generation or system integration purposes, make sure that your systems can accept the next version. Alternatively, you can use the Commerce Assistant to choose the most appropriate data feed version (i.e., 2.400 or older).
For more information, see the Release Notes for Version 3.1.
Most notably, this release includes a redesign of the Commerce Assistant. It also includes a variety of other enhancements, such as improvements to the checkout process, channel management and APIs/integrations. Note that there are no changes to any of the client-facing APIs, such as the XML data standards.
For more information, see the Release Notes for Version 3.0.