AccessAlly 2.2.8 Release Notes

Released September 2018

New Features

Affiliate tracking

To set up this feature, please see our Guide here: [Guide] Create an Affiliate System on WordPress With AccessAlly
  • Introduce the affiliate tracking feature that will track client purchases made after clicking an affiliate link.
  • The feature works with all of our integrated CRM platforms: Infusionsoft, Ontraport, ActiveCampaign, ConvertKit, and Drip.
  • Affiliates can be tracked on sale and opt-in:
    • AccessAlly order forms will track affiliates on step-1 opt-in and purchase success.
    • The On-demand login feature allows affiliate link tracking on free opt-ins (no purchase necessary).
  • This affiliate feature uses a tag-based tier setup: any contact can be converted to an affiliate by adding the corresponding tag.
  • Multiple affiliate tiers can be configured to create different commission percentages.
  • Individual product overrides are available to accommodate higher / lower commission amount to the default percentage.
  • Multi-currency support: commission is calculated based on the purchase currency.
  • Affiliate payouts are calculated based on a cutoff date, so only commissions earned after the refund window has closed are included.
  • Optional Level-2 Affiliate tracking is available, so that commissions can be tracked for the affiliate of another affiliate. This is useful in a sales team setup, where the leader receives a commission for every sale the employees make.

Built-in Refunds

  • Refunds can now be handled directly in AccessAlly Purchase Logs interface.
  • Refunds are processed automatically in the merchant account / PayPal.
  • For Infusionsoft and Ontraport only: Refunds are recorded in the CRM system's purchase record.
  • Affiliate commission clawbacks are automatically calculated on refund.

AccessAlly Metrics

  • Calculates subscription retention with a chart showing average retention and total subscriptions
  • Charts client lifetime value (CLV) based on total number of clients and payments
  • Both charts can be shown for all products and subscriptions or only those selected

Improvements

  • Added a follow-up operation to the On-Demand Login custom operation, so that additional operations can be performed immediately on login.
  • Add Philippine Peso as a currency option for AccessAlly payments.
  • Add error message display when trying to show an order form with no product.
  • Add error message display when trying to show an Infusionsoft affiliate link for a non-affiliate.

Bugfix

  • Include “Draft” pages in AccessAlly → Permission → Page Details listing, so that all pages are shown.
  • Fix “server error” on certain servers when updating password via User Profile.
  • Fix “Unknown error” issue when resetting password while already logged-in.
  • Fix Ontraport affiliate leaderboard calculation issue where some entries were not included when there are more than 1 leaderboard configured.
  • Fix bug where contact tags were not immediately updated on subscription cancel / revoke without a webhook.
  • Fix ConvertKit webhook creation bug for CRM-activated coupon.
  • Fix batch sync timeout issue for ActiveCampaign on certain server hosts.

Changelog

  • Introduce the AccessAlly Affiliate Tracking feature.
  • Enable built-in refund for credit card and PayPal payments.
  • Added a follow-up operation to the On-Demand Login custom operation, so that additional operations can be performed immediately on login.
  • Add Philippine Peso as a currency option for AccessAlly payments.
  • Add error message display when trying to show an order form with no product.
  • Add error message display when trying to show an Infusionsoft affiliate link for a non-affiliate.
  • Include “Draft” pages in AccessAlly → Permission → Page Details listing, so that all pages are shown.
  • Fix “server error” on certain servers when updating password via User Profile.
  • Fix “Unknown error” issue when resetting password while already logged-in.
  • Fix Ontraport affiliate leaderboard calculation issue where some entries were not included when there are more than 1 leaderboard configured.
  • Fix bug where contact tags were not immediately updated on subscription cancel / revoke without a webhook.
  • Fix ConvertKit webhook creation bug for CRM-activated coupon.
  • Fix batch sync timeout issue for ActiveCampaign on certain server hosts.

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