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NewEnhancement
4 months ago

November Product Updates

Here's what our Product team was up to in November:


Grow

  • Time delay for upcoming order Cross-Sell: Delay upcoming order cross-sell notification until the customer receives the order that triggered their eligibility for the promotion.
  • Post-purchase Cross-sell supports Shop Pay: Customers using Shop Pay can now receive Post-purchase offers. This marks a significant improvement in visibility as Shop Pay accounts for 20-50% of check out traffic for many brands.


Retain

  • NEW (Early Adopter Program) Customer Portal Announcement: Engage customers with a banner in the customer portal, simulating a digital punch card and maximizing the reach of existing Rewards experiences.
  • Active Win Back experiences can now be edited: Merchants can now make copy updates to active Win Back experiences, including Win Back title, landing page copy and email content. 
  • FPR Email Analytics for Custom Customer Portals: Users can now set an FPR strategy to send customers to their custom customer portal, allowing merchants to track key analytics such as unique click rate and payment method update rate.


Analytics

  • Payment Recovery Summary with Order error analytics: Review critical insights, Recovery Rate Tracking and Stalled Charges Insights, in the Payment Recover Summary without the use of additional tools.


Core Features

  • Improved Email Deliverability for Unauthenticated Stores: Notification emails from unauthenticated domains will now be sent from no-reply@rechargeapps.com, improving reliability and reducing the risk of emails being flagged as spam.
EnhancementGrow the Business
5 months ago

Site builder with WYSIWYG Editing Available when Customizing Upsell and Cross-sell App Blocks

We've added a site builder with WYSIWYG editing to the Checkout Upsell and Cross-sell editing experience. 


This update enables merchants to edit their text directly in real-time, removing the need to switch between input and preview modes. It improves consistency across our Flows offering, and makes customizing faster and more intuitive.

See our documentation for more information on customizing your Checkout Upsell and Checkout Cross-sell experiences.

NewEnhancementRetain Customers
5 months ago

"Apply credits and keep subscription" Now Available in Cancellation Survey

Retain customers by allowing them to apply credits directly in Cancellation Prevention Survey. Available to merchants with our Retain package.


We’ve added a button to the existing credit balance reminder block on the landing page for Cancellation Prevention. This button allows customers who are viewing the cancellation survey to apply existing credit to their next order instead of cancelling. The Cancellation Prevention survey page reminds customers of their remaining balance prior to cancelling a subscription, and if they click the "Apply credits and keep subscription" button they are redirected to their overview page in the customer portal to apply these credits. 

To learn more about how to add this functionality to your Cancellation Prevention experience, see Add a credit reminder to the cancellation survey. 

EnhancementRetain Customers
5 months ago

Multi-language support for Cancellation Prevention Now Available

All merchants can now fully translate their Cancellation Prevention flow into multiple languages, enabling seamless and localized experiences for customers across different regions.


Previously, it wasn’t possible to translate these pages into multiple languages, which created challenges for stores serving customers in non-English-speaking regions. The Cancellation Prevention strategy now fully supports translations into multiple languages.

To learn more about translating your Cancellation Prevention strategy, see How to translate your Cancellation Prevention strategy.


EnhancementGrow the Business
5 months ago

Cart subtotal now available as a trigger condition for Post-Purchase Cross-sell

Merchants can now use the cart subtotal as a trigger condition is Post-Purchase Cross-sell flows.


The cart subtotal is the order value before shipping and taxes are added. This enhancement allows merchants to offer different cross-sells based on the order value. 

This allows the use of strategies such as:

  • Presenting an offer that aligns with the value of the original order. Higher value order = higher value offer.
  • Aligning the cross-sell with the customer's free shipping eligibility - for example, offering a more enticing offer when the shipping has already been paid for - but accepting the post-purchase offer would have made them eligible for free shipping

For more information, see our documentation.

EnhancementRetain Customers
5 months ago

Affinity Customer Portal - Payment Method Page Optimizations

The payment methods page now has an optimized payment error experience in the Affinity customer portal. Available for stores with Retain or Failed Payment Recovery.


If a customer lands on the payment methods page and has a payment error associated with a charge - they are now presented with a payment error banner at the top and a call-to-action to update their payment method:


Note: You do not need an active Failed Payment Recovery flow to see the change.


NewRetain Customers
5 months ago

Customer Portal Announcements General Release

Customer Portal Announcements is now generally released! This feature allows you to engage customers directly in the customer portal with an announcement banner, maximizing the reach of existing Rewards experiences. This experience is available for Shopify stores with the Retain package.


The Customer Portal Announcement template simulates a typical punch card experience, informing customers when they unlock a new milestone and their progress towards earning it. 

Common use cases you can implement using this experience:

  • Reward punch card: The Customer portal announcement can simulate a punch card that customers would use in a brick-and-mortar store. Consider using a punch card to reward customers for Streak order milestones and Spend milestones. 
  • VIP Program/tier education: Let customers know what tier or program they’re in based on conditions you set. For example, you could tell customers that they are a Silver member if they spend at least $200, and reward Silver members with a discount of 25% off.
  • Subscription product education: Provide customers with information and benefits about the product they’ve purchased. For example, you can tell customers they will see the best results after 90 days of use.
  • Offers and promotions: Announce promotions to customers directly in the customer portal, and let customers know about BFCM cash back or discount  promotions, seasonal cash back or discount promotions, Upcoming sales or promotions

For more information on use cases and step-by-step configuration, see Customer portal announcements.


EnhancementRetain Customers
5 months ago

Enhanced Filtering Now Available in Win Backs

Merchants can now create more targeted win-back strategies by presenting custom offers to customers who canceled their subscriptions based on specific criteria: Cancelled Products and Cancellation Reason. Available to merchants with our Retain package.


This update allows merchants to tailor offers with greater relevance, such as providing discounts on high-value products or suggesting alternatives for items customers didn’t enjoy. These personalized strategies improve the chances of winning back canceled subscribers and boosting customer retention.

To learn more about building a strategy with these new filters, see How to target customers based on cancelled subscriptions when building Win Back campaigns.

NewImprove Operational Efficiency
5 months ago

Segments are available for all stores with the Recharge Pro or Custom plans

Stores on a Pro or Custom plan can now leverage segments to create targeted customer experiences based on segment membership, and to evaluate the performance of any customer segment across our analytics dashboards.


Customer segmentation lets you group customers based on common characteristics such as demographics, history, or behaviors, allowing you to target specific customer cohorts.

For more information about how you can create segments, see Creating customer segments. 

EnhancementRetain Customers
5 months ago

Self Serve Enablement now available for Frictionless Payment Updates

Stores with Retain can now self-enroll to use the Frictionless Payment Updates if they meet the additional eligibility requirements.

This feature streamlines the process for customers to update or add new payment methods directly in the customer portal, eliminating the need for additional emails or logging into services like Shop Pay. Customers can add and edit payment methods directly in the Recharge customer portal instead of having to be sent an email.

Learn how to enable this payment feature in our documentation.