DEVELOPMENT ROADMAP.


Get up to speed with past, present, and future Liftoff releases

Coming Soon
  • Registration rule workflow
  • Registration form customization
  • Ariba punch-out technology
  • Order management workflow
  • Integration with PromoStandards catalogs
Recently Completed
  • Registration rule workflows
  • New category display options
  • Registration form customization
  • Shipping specific discounts
  • Multi-item product configuration workflow
  • Refund support
  • Locked shipping and billing
  • Pageflex support for SKU options
  • Combined minimum quantities
  • Economic nexus management
Release Notes
December 2019
Greetings, Liftoff Community!

Can you believe that we’re just weeks away from marking another decade off the calendar? Looking back, it’s hard to imagine that ten years ago, Liftoff had not come into existence yet. In fact, there are a host of household names that were only recently established within the last ten years. Here’s a list of things that didn’t exist at the turn of the last decade:
  • Instagram (2010)
  • Apple iPad (2010) and Apple Watch (2015)
  • Pinterest (2010)
  • Snapchat (2011)
  • Lyft (2012)
  • Amazon Alexa (2014)
  • Starbucks Pumpkin Spice Lattes (2015)
  • And so many more…
The bottom line is that the Liftoff team shares a lot of great company being born this decade. We may be a relatively young company, but we hear from this community every day how the Liftoff platform has helped to transform business and realize success where it was previously thought impossible. This platform exists because of you. All of Liftoff’s features and user experiences are a product of you telling us what you needed to become a leader in your market. Thank you for choosing Liftoff and our team to power your success.

Speaking of transformation, the team has been hard at work developing a host of new features and improvements. Below is a recap of November’s releases and new features.

Disable copy configuration for variable products
Earlier this year, we introduced a feature that allowed for seamless copying of variable data from one product to another. This allowed your customers to configure one item, such as a business card, and have those same imprint values be applied to complementing products without the user having to configure each product individually. In the event that you wish to disable this feature, we’ve devised a quick and easy way to control this at the template level: Simply place the variable below into any template that you don't want using this copy feature:
Disable copy configuration example

Support for name and logo overrides in customer-facing emails
Some of you asked for the ability to override the logo and name that appears in your customer-facing emails. To assist with this, we’ve added a convenient method to the ECommerce > Email Settings page that allows you to supply an alternate logo and “from name” that will appear in the email when sent.
Example of custom email settings

Support record sets on product landing pages
Liftoff’s Records feature is easily one of the most powerful aspects of the platform. We’ve extended support of Records to your product landing pages. You can now code against any data table you create using Handlebars.js syntax on your product pages. For more information about utilizing records, please see our interactive documentation: https://docs.liftoff.shop/docs/records-and-container-pages

Support for “if / then” variable template controls

We’ve implemented support for “if / then” scenarios for the text, select, and recordselect variable types. This allows you to show or hide a specific variable control based on the value of another control. The syntax for this command looks something like this:
Example of how to use if/ten in XML

The ifField attribute assigns the conditional to another control. In the case of the example above, it’s looking for a value from the HasCostCenter field. The ifFieldValue attribute determines what value from the HasCostCenter field will cause this action to trigger. The then attribute determines whether to show or hide this control based on the provided value.
Please see our documentation regarding this feature for more information: https://docs.liftoff.shop/docs/creating-user-input-fields#section-conditionally-hiding-showing-variables

Support for bulk deletion of records

If you navigate to Website > Records, you’ll notice that we’ve added a new action to the Record Actions button list: By popular demand, there's now a "Delete All" button. Clicking this button will purge all records for a given record type. Please note that this is a highly destructive feature. We strongly recommend exporting your record set before using this feature in case you wish to reinstate your data.
Highlight of delete all button for record actions on record sets

Help text for variable template controls
You can now place text hints with your variable template controls. Applying an XML attribute of helpText and a value to a variable yields a text-based message directly beneath the control. To implement this, see the code example below:
Example of help text attribute in XML
For additional information, please see our documentation on this feature: https://docs.liftoff.shop/v3.06/docs/creating-user-input-fields#section-variable-fields

Prompt customers to set their passwords

Do you need your users to reset your password after the initial setup, or periodically force a password reset for security purposes? Liftoff now allows you to enforce password resets. To do this, navigate to Customers / Contacts > Edit Contact. Locate a checkbox titled “Require Password Reset”. When this is checked, the user will be forced to reset their password the next time they log in. Support for enabling this feature via batch jobs is coming soon.
Highlight of require password reset option on customer details page

Option for guest-only access
You can now create guest-only sites. A guest-only site removes all features related to logging in and registering. This is useful for basic kiosk-style sites that handle non-repeating orders.

Economic nexus extensions
In anticipation of eventual participation in the South Dakota v. Wayfair decision by all 50 states, we’ve enabled economic presence for Arizona, Missouri, Montana, and Texas. This decision is still being weighed by additional states; however, as each state moves forward, Liftoff will be prepared. We’re actively working with our partner, TaxJar, for updates to local and state tax laws to ensure Liftoff is fully compliant in real time as this unfolds.

Disabling proof downloads for variable documents
By placing the node below in the variable template XML, you can disable a customer’s ability to download the PDF proof of a product.
Example of disable proof link XML markup
This  variable would need to be applied to any template’s XML that you’re looking to restrict from being downloaded.
November 2019

October’s development summary

October was quite the month! With 309 code commits and 60 branch releases, it’s safe to say we’ve averaged 3 feature releases or general platform improvements every single day this past month. It would be extremely time consuming to list them all, so here are some highlights from last month.

New OData API
OData is an exciting new API version that we released to our users in October. Much like our existing REST API, OData leverages the JSON format for data delivery; however, it’s so much more powerful than a basic exchange of REST data. With OData, you have the power to query the Liftoff platform directly. If an object is returned to you and it contains an array of child objects, you can easily expand that data to explore each child object, including that object’s children. Instead of making multiple requests to get all of the necessary components for an order, you can now query our OData endpoint for the order or orders you need, and then drill down into each of them with ease.
 
We’ve already updated our documentation to reflect our move to OData, and you can find it here: https://docs.liftoff.shop/v1/reference. For general information about the OData spec, please visit https://odata.org for additional details.

Product-level tax code support
Lifoff now gives you the ability to provide a unique tax code for each product you load into the platform. These tax codes are taken into consideration at checkout and are weighed against federal, state, city, local, and parish tax laws. When applicable, items marked with a special tax code will incur a tax rate specific to regulations enforced for that item, based on locale. This feature helps ensure that all products ordered through the Liftoff platform receive proper tax treatment.
 
To set these values, navigate to ECommerce > Products > Edit Product within your MyLiftoff portal. On the Product tab, at the bottom of the screen, you’ll note there’s a dropdown that allows you to specify the tax code for your item. If you have a large number of products to update, you can update these values using the Product option under Tools > Batch Jobs.

Support for residential addresses
If there’s a possibility that shipments from your stores will be delivered to a residence, Liftoff now supports a user-selectable option for specifying the nature of a shipment’s delivery. To set this option, navigate to ECommerce > Shipping > Settings Tab. On this screen, you’ll see a text box titled “Allow Residential”. Checking this box will automatically place an indicator on your checkout page that will ask the user to confirm if the address is a residence. If the user selects this, the shipping rates returned will include your carrier’s applicable charges for residential shipments. Please note that Liftoff cannot automatically verify which addresses are businesses or residences.

New customer default options
We've taken additional steps towards improving automation surrounding the creation of new customers in your Liftoff stores. This new feature allows you to specify default actions that are triggered when a user registers on Liftoff. Below are the default settings you can enable with this feature:
  • Set all new customers to “Open Account” – This would allow all new users to check out without providing credit card or budget payment.
  • Let new customers add, edit, and update billing addresses – Setting this enables users to manage their available billing addresses from within their address book.
  • Let new customers add, edit, and update shipping addresses – Setting this enables users to manage their available shipping addresses from within their address book.
  • Let new customers pay via gift card / budget – Enabling this allows all new registrants the ability to pay via a budget or gift card code.
  • Let new customers apply discount codes to orders – This option enables the ability for newly-registered customers to apply discounts to their orders.
To access these options, navigate to Customers / Contacts > Access Settings. These options are available under the section titled Defaults
 
Required attention field
Many of you have asked for the native ability to require the attention field without using JavaScript to enforce this behavior. You now have the ability to make the attention field required within your shipping settings. To make this change, navigate to ECommerce > Shipping > Settings Tab. The option is available under the title Attention Field. Setting this value will force all users to enter a name into the attention field at checkout.

Show all email recipients on the notifications tab
We've enhanced your order notifications screen to include a list of all email recipients who were sent each message. When viewing your order details, you have full visibility into the emails that were sent, and exactly who they were sent to.

Custom product fields in cXML
We've updated your cXML integration method to include any custom field data you set. These values are implemented as cXML Extrinsic fields located within each ItemOut node of the cXML Order Request message. If your application did not previously look for custom data within these extrinsic fields, you should not note any change with your existing integrations.

Bug Fixes
Below is a recap of the creepy-crawlies we successfully squashed in October:
 
Record sorting – This bug allowed some record types to sort randomly, even with specified filter and sort criteria. This issue has been resolved for all areas consuming records.

Remove invitation for registering on guest-only sites – It was discovered that guest-only site emails contained a registration link that wasn’t applicable. This link was removed for guest-only sites.
 
Missing timestamps on batch job success emails – The recent change to DateTimeOffset date formats inadvertently dropped the starting and ending time summaries from emails generated at the completion of a batch job execution. These timestamps have been added back.
 
Wrong status being displayed on batch job email notifications – A recent update caused batch job email notifications to display a final status of “pending”. This behavior has been corrected.
September 2019
Greetings, Liftoff Community!

A few months ago, our team revolutionized the way we approach development: We've gone from releasing code in two-week "sprints" to a method called Continuous Integration / Continuous Delivery ("CI/CD"). CI/CD allows our team to release changes as soon as they’re done, rather than waiting on arbitrary 2-week work cycles for each release. The past thirty days have marked our first full month using this new process; in that time, we totaled 58 releases to our production environment! Those releases include new features, bug fixes, infrastructure improvements, and general performance enhancements.
 
In the past, we’ve sent you a digest of new releases along with the closing of each sprint. Now, given our ability to be far more agile in our releases, we'll send that digest on a monthly basis. Past digests did not do a proper job of covering bug fixes. We're firm believers in finding ways to be better and more transparent, so, from now on, we will be including notes on bug fixes in each digest you receive. If there are any urgent features or bug fixes, we will inform the community right away.
 
Below is a recap of the past month’s activities, including bug fixes and feature releases:

Job owner assignment
Orders placed on your accounts may now be assigned a job owner to track who in your organization is responsible for fulfillment. Job owners can be anyone you have configured as an administrative site user. To assign a job owner, navigate to your order lists and click the “Details” button associated with an order. Locate the dropdown box next to the “Owner" and select your job owner. Once selected, there is no further action to take. If you wish to see job owners for each job in your order list views, simply tick the "Owner" box from the “Columns” drop down list on your list view screens. This feature applies to both standard orders as well as pending orders.

Excel exports
Many of the reports within Liftoff were designed in Crystal Reports. While great for rendering reports in PDF and Excel formats, we’ve heard from many of you that the quality of the Excel formatting is poorer than expected. To resolve this, all Excel-based reports are now using a new, more direct method for export that fully preserves the proper and expected format of these sheets. In a future release, we will review using this process for our standard report offering.

Custom defined customer data fields in order lists and order history
Liftoff has been able to collect custom customer field data since inception; however, this data has not been exposed to your user’s order history screen nor your administrative order lists...until now! This new enhancement allows you to search order history for any custom data fields collected during the ordering process. To make these fields visible, navigate to Customers/Contacts > Custom Fields. When editing or creating fields, there is now an option to allow this field to become visible with orders. Once you have set your desired fields, you may select them for searching and viewing on your order list screens.

Disabling web-to-print copy configuration
Earlier this year, we released a compelling feature that allows you to instantly copy the configuration of one custom product to another. If you have a product that you need to exempt from this feature, simply add the following line within any existing variable group in your product XML: <variable type="hidden" name="CopyConfiguration">false</variable>. The system then detects this setting and will hide the copy configuration options from view.

Filtered checkbox list control
The RecordSelect control we introduced just months ago quickly became our most popular form control. It grants the ability to tie any dropdown box to a custom record-based data source AND filter the results of that data set based on other values you have on your form, whether variable or constant. We have extended this same ability to our CheckboxList control. Read more about this feature in our documentation: https://docs.liftoff.shop/docs/creating-user-input-fields#section-using-dynamic-data-driven-data-with-your-templates.

Base support for DateTimeOffset
Liftoff was designed to work in any time zone, anywhere in the world. This feature is a step forward, allowing our subscribers to designate time zone preference at the site and customer level. Time zone preference settings will be included in an upcoming release. 

Updated SAML 2.0 library
In order to maintain the highest level of security and authentication standards, we have upgraded our SAML 2.0 library and have deprecated all protocols below TLS 1.1.

Improved web-to-print live configuration process
When configuring a more complex template, it was possible for a user to make several selections in tandem, causing the preview to stall or to render an older view of the design instead of the most current. We have made several improvements to the chain of services that fire off with each field change to ensure the user is shown the most relevant proof based on all selections made.

Customer deletion
In further support of GDPR, we have extended the ability to delete a customer, even if they have previously placed orders on the Liftoff platform.

Deprecated dependency on Aftership
Aftership was the web solution Liftoff employed to quickly route users to the proper carrier based on the provided tracking number. In many cases, Aftership was not providing our users with useful information. In lieu of this service, Liftoff now sends customers directly to the carrier of choice based on the shipping level and method indicated in each order.
 
New TaxJar API
In response to TaxJar’s removal of several web service methods, Liftoff has been adjusted to work with TaxJar’s most current REST API. As a result, users should no longer run into confusing or incorrect shipping charge values.

Added budget history report
In addition to our standard budget report, Liftoff now offers a budget history report, which provides utilization of all of the budgets you have assigned to a given account.

Bug Fixes
Credit card icon resolution

In certain situations, the credit card icons would continue to show, even if credit card options had been turned off for a given site. We have resolved this behavior. Now, Liftoff will only display the icons for credit card options you select.

Cascading options selection bug
Some products set to use cascading product options experienced issues with being added to the cart or properly displaying other parameters. This was an edge-case and not present for most users; nonetheless, it has now been corrected.
2.11

Customer address book management 
In addition to our default address management feature, you can now manage addresses specific to each user through a familiar interface. We’ve replaced the singular “default address” feature with an interface that will allow you to add as many billing and shipping addresses as you need for customer logins. To manage customer addresses, simply navigate to Customers / Contacts > Edit
Your customers may also manage their own address books from the My Account > Address Book links available on your Liftoff eCommerce sites.

Shipping rate type selection
Prior to this release, Liftoff did not offer the ability to control the rate type coming back from a given carrier. By default, Liftoff would display the carrier’s published rates. If an EasyPost API key was present, Liftoff would return the negotiated rates for that carrier. 

Moving forward, Liftoff now allows you to select from three possible rate types for UPS, FedEx, and USPS. These rate types are:

  • • Negotiated Rates – These are your account-specific rates provided to you by a carrier if you have an agreement in place. These rates require the presence of an EasyPost API key. Typically, these rates are heavily discounted and only used in special circumstances.
  • • Published Rates – UPS and FedEx offer this as a middle tier between retail and negotiated rates. This is the typical rate you’ll receive if you log in to the carrier’s website and request a rate using your account number, but with negotiated rates omitted. This is the rate selection used by most suppliers when quoting competitive freight costs. 
  • • Retail Rates – The retail rate is the highest amount you can expect to pay for a given carrier’s service. This is the standard rate you would receive if you were dropping a package off at a UPS or FedEx location for shipment, and should be the default rate presented to you if quoting a shipment on your carrier’s website. 

You may change these rate selections by navigating to ECommerce > Shipping > Settings. From here, simply make your selection and click “Save Changes” for them to take effect. 

Shipping estimate mark-up
Liftoff now offers the ability to mark up freight at the shipping method level. This new feature allows you to specify either a fixed dollar amount or a percentage amount based on the shipping estimate returned from the carrier. 

To make this change, navigate to Ecommerce > Shipping > Select a carrier method > Select the Settings tab. The resulting screen will allow you to specify the markup type and amount you wish to apply.
Based on your setting, the markup will be applied to the estimate returned from your carrier.

Order-level handling charges
This new feature allows to you apply a blanket handling charge that will apply to all orders. This is useful when administering a release charge that will be associated at the order level. To access this feature, navigate to ECommerce > Shipping > Settings. This screen provides you a field called “Order-Level Handling Charges.” To apply this value, enter in a decimal value into this field and click “Save.” Once this has been completed, this charge will be automatically affixed to every order submitted for this site. 

Automatic product image scaling
At long last, Liftoff has a solution for perfectly scaling product images without needing to pre-scale them before upload. This solution will eliminate the stair-step effect you may have seen when loading images that aren’t of the same ratio for your products.

This feature gives you the option to set a default background color or set a blur effect when images do not match ratio. This setting can be managed by navigating to Products > Product Images and selecting “Automatically scale product images to a consistent size.”

Error event email notifications
A few months ago, we introduced the Error Log Console feature that gives you insight into the errors and events taking place in your stores. With this release, we’ve created an automated notification system that will proactively send you alerts when there are errors at both the site and subscriber level. There are currently four error types that you can receive notifications for:

  • • Order integration failures
  • • Pageflex rendering errors
  • • Payment gateway alerts
  • • Shipping rate lookup failures

To configure your notifications, simply go to Tools > Error Review Console > Notifications. From here, input one or more valid email addresses into the provided email fields. Once finished, click “Save.” Any errors that occur on your site (or sites, for subscriber level alerts) will be sent immediately following the logging of a given error event. 

Improved order dispersal speed
Liftoff now processes order disposition to third party systems and vendors in a separate thread. This eliminates any lag that may be experienced while Liftoff waits for these systems to respond and accept electronic orders. There is nothing you need to do to enable this change. 

 

2.10
Custom customer field overhaul
Custom customer fields have been an important staple for collecting extraneous customer information, allowing the system to make downstream order workflow decisions, adding value to platform integrations, and enforcing proper budgetary rule constraints. Although this already powerful feature was meeting current platform needs, we recognized that you needed more -- something far more scalable than presented in flat text-only fields. You needed scalability, flexibility, and a future-proof solution.? ?With that in mind, we re-built our custom customer field implementation and tied it into our powerful “Records” feature. This provides a much stronger and more useful set of tools for customizing your customer data than you'll find on other platforms. Instead of flat, one-dimensional fields, you can now add and assign your users to textboxes, checkboxes, date / time, file uploads, HTML, image uploads, linked records, numeric-only inputs, select boxes, and URL options. All of these options together can have an enormous impact on data collection and additional downstream workflow automation.? 
 
Custom registration fields
With the re-invention of custom customer fields, we’re now able to offer you the ability to uniquely customize the registration forms on your sites. Leaning on the power of our new records-driven custom customer field technology, you can create custom fields that appear on the new user registration form. Instead of collecting and entering this data manually, after the fact, your customers can now enter it themselves as part of their self-guided registration process.? ?After creating custom customer fields, you may click the Registration Fields tab at the top of the screen. This section will list the available custom fields you've created and allow you to choose which ones become an active part of your site’s registration form. Simply drag a field from the box on the left of the screen to the box on the right to add that field to the form. After dragging all of your fields into this area, you can sort them in the order you’d like them to appear at registration.? 
 
New category UI options
Liftoff now incorporates a new way of establishing categories and differing workflows for category selection. You can now establish a category selector that appears like a dropdown box. When setting up a category, under the Subcategory List Display section, choose “Text-only dropdown”. This will gather any categories that are children of the current category and display them in this dropdown list. You can enhance the customer’s experience even further by determining the action that takes place when a category is loaded. Under Subcategory Selection, you may chose either “Load the selected subcategory on its own page”, which is the default behavior, or you may choose “Load the selected subcategory below this category”. Choosing the latter will create a drill-down effect, where each sub category loads into a drop down box one at a time until the final selections are made. When you’ve reached the lowest possible subcategory, any products you have assigned will display on the screen.? 
  
ShipStation integration 
As of this release, you can now directly integrate your websites with your ShipStation account. This new enhancement allows you to send new orders directly to ShipStation for processing. Once an order has shipped via ShipStation, Liftoff will automatically receive shipment and tracking data from your ShipStation account. This will immediately update the orders within your web stores with information that may be pertinent to your customers. For more information on how to connect to ShipStation, please refer to our documentation, which can be found here: https://docs.liftoff.shop/docs/shipstation-creating-a-seamless-integration? 
 
Record data filtering for Pageflex record select controls
Building upon Liftoff’s mighty Records feature for powering the web-to-print workflow, you now have the ability to filter data based on customer data selection, predefined variable injection, and default variable management. In simpler terms, you now have the power within Records to fully control the data that is consumed by your templates, then use this data to transform your web-to-print experience. For additional details on this powerful new feature, please refer to our documentation: https://docs.liftoff.shop/docs/filtering-recordset-data-within-pageflex? 
 
New “empty cart” option
In an effort to improve the overall user experience, we have added an “Empty Cart” button to the general shopping cart. When clicked, it will remove all items from the cart, allowing the user to start fresh. Previously, a user would have to click the “Delete” button for each item in their cart. This could prove to be time-consuming in cases where the customer has an established cart with many items in it.? 
 
More granular customer payment options
We heard from many of you that you needed more granular control over how your customers pay online. More specifically, you needed the ability to segment customer payment options for a varying array of customers. Based on this request, we’ve added the ability for you to selectively choose what payment options are available to specific users from within the customer management screens. You can now enforce which customers have visibility to credit card payment options, budget options, and discounts. By default, these values are set to “on”; now, though, you can override this for each customer on your site as you see fit. To make this change, navigate to Customers / Contacts > Edit Contact. On the primary Customer tab, you’ll now see options for enabling / disabling these features. Below is an example of these options:? 
 
Automated scaling of product images
Until now, Liftoff required that you upload images of a very precise size to compliment the site design theme you’ve implemented. With this release, we’ve added a new feature that you can toggle on or off that will automatically scale and size images on your category landing pages, where product images are grouped together. To enable this feature within My Liftoff, navigate to Products > Product Images. From here, you can simply place a check in the box that indicates “Automatically scale product images to a consistent size”. Once saved, Liftoff will do the rest!? 
 
Dynamic art file regeneration
In order to ensure maximum platform performance and allow for better corrective measures when there are issues with art files generated by Pageflex, we’re now using dynamic art file links. These links will replace static links that used to point to stored art files. Each time you or your customer clicks on an art file link, either in email or within My Liftoff, Liftoff will automatically request an updated file from Pageflex. This is especially helpful if you discover flaws in your Pageflex file that need correction. Now you may simply modify your Pageflex template and re-upload without the need to regenerate artwork for your client or vendors. There’s nothing you need to do to enable this feature.
 
2.08
Order payment refund support
Liftoff sites that are actively connected to a payment gateway may now issue partial and full refunds against previously captured and settled transactions. Refunding payments is simple: To issue a refund against a captured payment, navigate to your order details screen for the order you wish to refund. Click on the Payments tab. Here, you will see an option for issuing either a full refund or a partial refund.

Please note the following limitations of this feature:
• It is only possible to refund up to the initial amount that was captured
• You may only issue a refund after a transaction has settled with your processor
• Once you have refunded an order, you may not re-charge the client for another amount (this will be available in a later release)

Multi-item product configuration workflow
Liftoff has had the ability to bulk-order static products for quite some time now. With this release, we’ve added the ability to order variable items in bulk as well. You may now bulk-order variable items the same way you could elect to order non-configurable items. To enable this feature, ensure that the products you wish to extend bulk ordering to reside in a category that has either "Use bulk ordering view only", "Default to standard view; offer bulk ordering option", or "Default to bulk ordering; offer standard view option" selected.

If configured properly, you will now be able to order configurable items directly from the bulk ordering screen. Note that a progress bar will be visible above your configuration, allowing you to see which step you are in during the process.

Shipping specific discounts
Another great addition included in this release is the ability to specify the application of a discount directly to shipping. To enable shipping-based discounts, either edit an existing discount or create a new discount within Ecommerce > Discounts. Ensure the Apply To section is marked for shipping.

Set all other discount parameters as you see fit. When applied at checkout, your order will reflect a discount that is factored around shipping.

Additional notes
• Discounts with Discount Type set to Dollar amount off, or with Depletable account and Apply To set to affect Order subtotal and shipping, will first apply the discount to the order subtotal before attempting to apply the discount to the shipping amount. If there is not enough discount remaining to cover the subtotal, the discount will not be applied to your shipping total.
• When Discount Type is set to Percentage off and Apply To is set to Order subtotal and shipping, the percentage off will apply to both the subtotal and shipping, thus affecting the entire final order total before tax.

Locked shipping and billing
Until now, locking down your site’s shipping and billing fields was a task only made available via a JavaScript hack. You now have the ability to handle locking down the user’s address fields at the user level. To prevent a user from changing their address, find their record in the Customers / Contacts > Customer listing screen and click “Edit”. Under both Default Shipping andDefault Billing, you may now specify whether this user is allowed to change an address.

Users with locked addresses would no longer be greeted with the address form to complete; instead, they'll be taken directly to the checkout section that addresses the order’s shipping method. This quickly bypasses the address entry step in favor of a faster and more controlled process.

Streamlined checkout
Very much in line with the feature above, streamlined checkout completely bypasses the need to enter any information or display details regarding shipping or billing if they are not required for the order.

The criteria used for not showing the shipping pane and options is shown below:
1. The user has a default address for shipping
2. There is only one shipping option, or the shipment type is “pickup”
3. The user is not a guest
4. The site is configured to omit rates for shipping

Below is the criteria used to determine if billing and payment options are shown:
1. The user has a default billing address established and is locked
2. Your site’s tax-exempt settings do not permit the user to alter how they are taxed
3. Discounts are not applicable to your sites
4. Budgets are disabled, there is no active payment gateway established, and users are set to allow “open account” ordering.

Pageflex variable support for SKU options
In this release, we’ve enabled the selection of product options to carry forward into the product design and configuration workflow. Let’s say you have a t-shirt you want to sell on your site. The user must be able to select a distinct size and color to drive price and SKU. Additionally, you want the user to customize the design of the shirt using the Pageflex configuration workflow. The variable you selected for color may be very important to this equation, as the shirt being designed in the template should default to the previously-selected color.

By inserting the following variable into the default value of your Pageflex XML node, you can transfer the selected product option value directly into your Pageflex template:

Example: 
@SKUOption.Color@

Any product option you have established at product setup may be injected into your XML by simply following the semantic of encasing the variable name between two “@” symbols, prefixed by the word “SKUOption”. Using @SKUOption.OptionName@ will automatically draw the data value from the previously-selected option. Important! Please note that Pageflex XML variables are case-sensitive. Whatever you type for your variable, including the prefix, must match your option name exactly. Bug fix: White-labeled administrative site interface It was brought to our attention that the liftoff.shop URL and several other artifacts were still present within the administrative dashboard and several email templates. We have resolved this issue to ensure that your white-labeling is complete and properly reflective of the brand you wish to display.

Bug fix: White-labeled administrative site interface
It was brought to our attention that the liftoff.shop URL and several other artifacts were still present within the administrative dashboard and several email templates. We have resolved this issue to ensure that your white-labeling is complete and properly reflective of the brand you wish to display.
2.07

Role-based pricing
Our new role-based pricing features allows for a very granular, yet simple, approach to segmenting pricing. By focusing on not only quantity breaks, but the assigned roles of your web portal customers as well, you can now establish a unique pricing structure for each role which you have defined within your Liftoff account using a readily familiar, spreadsheet-like interface. With quick and easy copy-and-paste pricing and fast application of roles and quantity breaks, you’ll have complex pricing roles set up in record time.

Below is a short tutorial covering this new feature:
https://youtu.be/5G0hFCwYU_4

Promo Standards purchase orders
Promo Standards is a joint integration standard which has been (and continues to be) developed by many of the largest suppliers within the promotional and apparel product space. It supplies a uniform method for platforms like Liftoff to communicate with any supplier or vendor which supports this specification. In this release, we’re specifically announcing support for the Promo Standards Purchase Order 1.0.0 specification. Other available specifications which include features such as inventory, catalog, invoicing, and product catalog will follow in a future Liftoff release.

We’ve prepared a short video which details how to established a Promo Standards connection to one of your vendors.
https://www.youtube.com/watch?v=t6j5I7vU86I&feature=youtu.be

Payment with points
Many of you have asked for the introduction of a new generic “points” payment method. We’re pleased to announce that Liftoff now supports points as currency. Implementing this new feature is extremely easy. To make this change, navigate to Ecommerce > Pricing. You will be presented with three options: “Display pricing using standard currencies”, “Display pricing using points”, and “Do not display any pricing to customers”. When choosing “Display pricing using points” you will be offered the option to create a name for your points system. In the example below, we called them “Swag Bucks”. Once you have chosen this feature, all on-screen product pricing will reflect cost in points, using the display name of your choosing. Please note that the administrative screens of Liftoff will continue to reference points in terms of USD. Points are only enforced within the web portals you establish.

Custom platform value management and territory assignment
Liftoff now offers a simple management interface for establishing your own custom values for items including credit status, account location type, note types, contact types, and account territory mapping. To manage your custom field values, navigate to All Accounts > Tools > Field Values. From here, you may click “Edit” on any of the available platform field options. In the example below, we are creating new territory assignments and then assigning them to existing accounts within Liftoff.

To create a new value, simply type it into the supplied text box and click “Add Value”. When finished, click “Save & Update”. This new value will immediately become available to the administrative screens that consume this data.

2.06
Enhanced product configuration options
Liftoff’s variant system is an amazing tool that allows you to specify multiple dimensions of product options that correlate to a specific SKU; but what if you wanted to create product options that do not generate a unique SKU, like a decoration? Using our new Configuration Options feature, you can create product options that do not bloat your website with needless SKU variants. Configuration Options allow you to create up to four additional options for products that are specifically geared to address decoration-related needs. To implement a product configuration option, navigate to Products in your main Liftoff administrative menu. Choose any existing product, and click “Edit”. Under the “Options” menu, you’ll notice that there are now two ways to add product options: SKU Options, which drive SKU-related variants; and Configuration Options, which are designed to allow you to create non-SKU-binding options for your product.

Please note that configuration options do not allow for a change in price nor special product imaging at this time. Additionally, configuration options have not yet been extended to batch job operations. We anticipate enhancements to these features in a future release.

New Zapier app! (By invitation only)
The Launchpad team is ecstatic to announce the first publication of our Zapier app. Zapier is an extremely versatile, cloud-based “integration as a service” platform. It allows you to connect any platform or app to any other app hosted on the Zapier ecosystem. For example, let’s say that you wanted to capture the moment that a new customer signs up on one of your Liftoff websites and send that data to HubSpot, Salesforce, a Mailchimp list, and a Google Sheet for extra good measure. With the right implementation, there are very few limits on how you can connect Liftoff to your existing software megasphere. Please note that the Liftoff Zapier app is available by invitation only for now. To get started, please consult your account manager for additional details.

Below is a video outlining the process for setting up a Liftoff Zapier app to another Zapier app.
https://www.youtube.com/watch?v=uGyWckf5fTk&feature=youtu.be

Custom system values
Until now, many of the dropdown boxes and options for managing accounts, territories, and other items were objects that subscribers could not directly manage. With this release, we’re giving you the power to create your own default system settings that will allow you to affect drop down values for many system disciplines. This will give you the ability to more precisely manage your platform according to your current internal business practices.

 “HTTPS everywhere”
In an effort to ensure the most secure ordering experience possible, and in compliance with Google and other search engine agents, Liftoff is no longer defaulting any page or content over a non-encrypted protocol. Any new content or sites you create will now default to utilizing a secure connection. If you wish to serve pages up over a non-HTTPS channel, you may manually change the setting for that page within your Liftoff administrative dashboard.

Error review console
We’ve improved the error review console to now include errors pertaining to payment gateway failures, Pageflex rendering issues, and integration failures. By navigating to Tools > Error Review Console, you can see any failures that may be taking place on your site. Please note that Pageflex error message may take up to a minute to appear in the console window.
2.05
Combined minimum quantities
We’ve created a new rule type that allows you to set up ordering rules specific to a product when you need to enforce a minimum order quantity, but need to spread that quantity out over various SKUs (such as size, color, and possibly decoration). This feature can block ordering until the aggregate quantity of SKUs meets the rule’s established minimum quantity.

To create your own combined quantity rule, navigate to Ecommerce > Rules and add a new rule for “Order In Cart”. Within your IF condition, select “Product quantity is under”. It will expose an option to select a specific product and the ability to specify the minimum quantity for it.

Economic nexus management
With the recent South Dakota vs Wayfair decision, states are now eligible to collect tax from online purchases, even if the distributor of that product is not physically based in the state the item is shipping to. Liftoff has been upgraded to allow for the handling of economic nexus in response to this new ruling. Under Ecommerce > Taxes, you will note that we have added a tab that allows you to specify economic presence in addition to the existing physical presence. Select each state that you know you’ll need to collect taxes for and Liftoff will include these elements when processing tax calculations. These settings can be configured for each of your accounts / sites within Liftoff.

Batch job updates
We’ve been working hard to ensure your batch job functions provide the most intuitive and efficient way of applying bulk changes to your store’s products, users, categories, budgets, and more. Over the past 6 weeks, we’ve released incremental upgrades to batch jobs, including the following new import routines:
• Product images – upload a zip archive of images directly to your store that will be mapped to your products
• Product pricing – upload a vertical record of your product pricing separate from the existing product upload sheet • Setup fees – easily apply setup fees to your products in bulk fashion
• Multi-vendor workflow mapping – you can now configure multi-vendor workflows through this utility

Before you start a new batch upload sheet, please ensure you download the latest version of the file from your Liftoff account. We are quietly removing elements from the product import sheet such as pricing, vendors, and eventually inventory in favor of dedicated upload sheets for each.

Registration workflow approvals
Many of you have expressed the need to enforce special registration workflows for your sites. This new feature allows you to approve any new registrant prior to them being able to place orders. A secondary phase of this, which will be released in a future rollout, will permit you to create rules and conditions around the type of data being entered at registration time. Ultimately, this will allow you to automate the fulfillment of user roles at registration time.

To enable this feature, navigate to Customers > Settings and place a checkmark in the “Set new registrants to inactive” box. Once set, you will need to approve any new registrants before they’re able to place an order.

City and state overrides
Liftoff uses many web-based services such as Google Maps and USPS to validate address details during the ordering process. There have been several instances where the data provided from these resources is not correct. To resolve this, each area of the site where an address is collected now allows you to manually override the city and state when you've determined that incorrect information has been supplied by our address validation partners.

Global vendor management
In addition to managing vendors at your account / site level, Liftoff now allows you to manage your vendors at a platform level, giving you the ability to set up vendors that can be shared across all of your accounts. This includes the ability to map order emails, supplier integrations, and order fulfillment workflows. To make changes at a global level, you may go to All Accounts > Products > Vendors. Any changes you make here will be immediately reflected in all of your existing accounts / sites that reference a vendor already in use.

Unit pricing display
Unit pricing has been added across the board to all product landing pages. If you do not wish to see a unit price displayed on your site, you may use the CSS overrides feature to hide them.
2.02

Greetings Liftoff Community!

We’ve just released Liftoff 2.2, with some extremely compelling features to help you manage your business both online and off. During this past development sprint, we focused our efforts on integrating more back-office capabilities into your Liftoff platform. Without further ado, let’s take a look and see what’s new!

Inventory management

Liftoff is now equipped with an advanced inventory management console. For the first time in Liftoff, you have the ability to manage all of your inventory from a single dashboard. Below is a listing of what this new dashboard makes possible:

  • Track inventory for a product across multiple warehouses / locations. Each location now has its own inventory record, allowing you to accurately monitor inventory across a multitude of locations, not just one.
  • Track your available inventory separately from your on-hand. Available inventory is the amount of product you have on hand minus any counts relative to pending orders.
  • Establish a par level across multiple locations and receive alerts when your available inventory dips below this level.
  • Adjust your on-hand inventory in list fashion, instead of navigating to each product and updating one at a time.
  • Filter, search, and sort by code, SKU, location, on hand, available, and par level.

Account sales data

We’ve added a new sales reporting graph to your existing CRM essentials toolkit. View your account’s progress, variance, and projected sales along with reporting per buyer within your account. This new feature gives you true visibility into your account’s activities and potential.

Global customer and contact management

You now have the ability to manage your customers and contacts from a global dashboard instead of managing them at the site, or single account, level. You can easily search, filter, sort, and edit each of your customer contacts across all accounts from one unified screen.

Website CSS override utility

We’re giving you more control over your ability to manage and customize the look of your Liftoff websites. The new CSS override utility allows you to take any existing CSS class or definition and provide custom markup specific to your needs. Want to change colors, fonts, and more? This utility makes that possible.

New error reporting console

We believe in full transparency for our Liftoff platform, which is why we’re extending an error logging console to our users. This will give you visibility into any errors that might take place on your website. The errors may range from shipment rating failures to Pageflex template rendering issues. If you do not immediately see any information in your console, do not be alarmed. We’re slowly staging new information into this area as time progresses. You will find this new feature under the Tools menu of any account.