Product Update #2, July 2019

We’ve improved Troly for you this week, bringing many improvements to the platform.

New Features

  • Send SMS to a warehouse, sales, or admin staff when orders have been packed in Troly
    1. Review the template to make sure it works for your company
    2. Turn on SMS messages in the Activity Summary add-on
  • For non-admin users, you can enable them as a “warehouse” staff member to let them get notices about orders needing packing without giving them access to Troly. Send a message to the team to enable this for specific staff members

Improvements

  • Added “First delivery date” to the New Member email template
  • Ability to filter by packed and labeled pick-up orders: Once an order has been packed or labeled, we will show this in the Pick-ups list.
  • Rich-formatting for product description or tasting note fields has been turned off to avoid issues with labels not generating correctly or your website showing incorrect formatting.
  • Product tags can now be enabled to show on the Tasting Experience
  • “New Order” and “New Shipment” Activity Feed items will now show who created the order/shipment
  • Renamed casecontent to ordercontent in email templates to clarify what Troly will put in said emails
  • When adding a new customer, if the email exists already, we will show an alert to let you know

Fixes

  • The Birthday SMS field not allowing some personalization fields. Adding all fields from the drop-down will now work as expected

Product Update, July 2019

New Features

  • Other Carrier Add-on: You can now add shipping carriers not directly supported by Troly for filtering and sorting using the Other Carrier add-on. This add-on will let you create new carriers, upload a logo and then process shipments using these add-ons.
  • New Emails: We’ve added some more templates for you to improve your customer and member experience:
  • Refunded Payment Email: Found under the Payments tab in your Communication Settings, the Refunded Payment email is a courtesy email that can be sent after you refund an order. Troly will schedule the email to go out within 12 hours of your refund. Should you then re-pay the same order, the pending refund email is canceled and the payer will receive a second email.
  • Membership Cancellation Email: When members cancel their membership, you can now send them a quick message to say that you’ve actioned their request. You can now unsubscribe from the Newsletter when canceling a membership.
  • Membership Suspension Email: When you choose to suspend a membership, instead of canceling it, Troly can now be set up to let the member know you’ve actioned their request and the date they will return from suspension. You can now unsubscribe from the Newsletter when suspending a membership.

Updates

  • Alphanumeric Membership Number: You can now use a member number made up of letters and numbers for your clubs. Troly increments the rightmost numbers wherever possible, where 2-5 numbers are present (see table below).
  • Review Pending Orders for Canceled Membership: When canceling a membership, Troly will now give you direct links to orders outstanding before canceling the membership.
  • Shipping Fees based on order value or weight: Your shipping fees have leveled up and can now use a shipment’s product total or weight value before assigning the Final Delivery Fee to an order. Head on over to your Shipping configuration add-on to try it out!
  • Re-Captcha on Tasting Experience: We have enabled Google Re-Captcha on the Tasting Experience to stop bots trying to sign up.
  • Billing Email: For customers wanting to receive invoices to a separate email (eg. restaurants) you can now capture a separate email under billing details. Emails with an invoice attached will be automatically cc’ed to that address. Only available for “on accounts” customers.
  • Activity recorded for Shipping Carrier change: When changing a customer’s Preferred delivery carrier, Troly will now record an activity item for you to see in their feed.
  • Australia Post – Better Flexibility with Delivery Center: If you use more than one delivery center with Troly, your Australia Post account will now require you to set up a different account with us. Visit your Australia Post add-on to check if you need to get in touch with the team.