UX improvements & subscription packages

Release date: 1 May 2021

Release Summary

The focus of the release was primarily on enriching and simplifying the user journey. We've also upgraded our technology stack to ensure the best possible user experience for our customers.

New Features

• Manage and control subscriptions from within the portal

Improvements

• Improved error notification and handling

• Aligned the currency display throughout the portal

• Simplified the Campaign Manager onboarding journey

• Enhanced the top-up balance page

• Added the direct download of reports

• Improved field validation

• Improved auto-renewal services

• Added dynamic URLs as an option to WhatsApp Template Messages

• Voucher discounts included on the Transaction History page

• Miscellaneous UX improvements

Bug fixes

Issues relating to the following were addressed:

• Billing details & payments

• Auto-renewal and -payments of subscriptions

• Reports & Analytics

• WhatsApp application and template messages

These are described in more detail below.

NEW FEATURES

Manage and control subscriptions

Instead of having to log support requests every time a change to a subscription plan is required, Portal users can now manage their own subscriptions from within the Portal. At any stage, the user can view the details of their current plan and compare it to the other options that are available. They also get the flexibility to upgrade, downgrade, or cancel their existing product subscriptions.

With the release of Clickatell Portal V2.0.0, we've upgraded the technology that the Portal is built on. This upgrade reduces any vulnerabilities of using an old technology stack and provides a more secure digital product to the customer. It also ensures a quicker turn-around time for Portal deploys.

IMPROVEMENTS

Significant UX improvements were made to improve customers' experience when interacting with our products:

• Added user-friendly error messages for all possible errors that users could encounter when submitting a payment via the Portal so that users are clear on what the exact problem is that they are experiencing and more easily resolve them.

• The Portal allows users to select different currencies for billing and display purposes. We have improved the way these currencies are shown throughout the portal to make it clear to the user what their balance is at all times.

• We have simplified the user journey when activating the Campaign Manager tool via the Portal.

• Enhanced our API performance to ensure the synchronous updating of the Top-Up balance page and the overall balance as displayed in the portal whenever top-ups are purchased.

• In the Channel Reports section, users can now directly download the report without having to generate the report first. This reduces the number of steps and time required for a user to download a report.

• Miscellaneous smaller UX improvements relating to icon resolution, persistent scrolling position, improved feedback messages, country drop-down menus, button styles and positioning, screen responsiveness, field validation, navigation indicators, and collapsing/expanding menus.

• Voucher discounts are now included on the Transaction History page.

• Improved the management of auto-renewal services for products/channels.

• Chat Desk seat upgrade improvements.

• Added a mandatory acceptance of WASPA terms and conditions for SMS.

• Added a mandatory input of ​​​​​​​Facebook Business Manager ID for a WhatsApp Business Application.

• Added the option to select Dynamic URLs when applying for WhatsApp Template Messages.

• Improved error notification and handling related to billing details not submitted in the portal.

BUG FIXES

This release also included important fixes and improvements based on customer and QA feedback. The following minor bugs and improvements have been addressed:

• Update of Email ID in the account information section

• Fix applied for downloading SMS message status reports from the Reports & Analytics section

• Fixes applied for a purchase made via PayPal ID under the Billing & Payments section of the portal

• Added details and made several fixes and improvements to short codes and auto-renewal of subscriptions

• Enabling the auto payment switch after successfully saving the payment method in the account

• Miscellaneous bug fixes relating to incorrect/vague error messages, enabling/disabling of buttons, Billing & Payments and Top-Up sections, subscription management & expiry/renewal, report filtering errors and missing details, test phone display and management, OTP logic when adding test phones, missing/broken hyperlinks, typos, pro forma invoice improvements, and product name changes