What's new

Changelog

July 1 2024

Install / uninstall webhooks on App API

You can now listen for install, uninstall, reinstall, deactivate, and reactivate webhooks on the Mantle App API.

June 28 2024

Option to not roll-over remaining usage charges to next month

If usage cap is reached, normally Mantle will roll those pending charges to the following month. There's now an option to waive any charges higher than the cap.

June 17 2024

Flex billing

Unlock auto plan upgrades, usage thresholds, seamless plan changes, flexible billing cycle and proration rules with flex billing using usage charges to manage monthly subscriptions.

June 16 2024

Export transactions grouped by customer

Total transaction amounts can be exported by customer, grouped by month, and will include city, state and country, if available

June 14 2024

Affiliate payout processing state

Mark manual affiliate payouts as processing so they're in a locked state so the amount does not change while you're making the payment happen

June 14 2024

Global journal entries

You can now add journal entries that apply to all apps in your organization

June 14 2024

Last 30 days revenue field for Hubspot

A last 30 days of revenue field for each customer is now available on each Hubspot contact

June 14 2024

Usage charge trends report

Get an overview of your highest paying customers by aggregate usage charges, as well as broken down by various time periods and compared to previous periods

June 12 2024

Track SASI search terms in Mantle

You can now save and view search term performance for searches found in SASI directly in Mantle from the SASI reporting page

June 10 2024

Manually create customers

Ability to manually create customers in Mantle before they exist in Shopify or Stripe

June 10 2024

Bulk import customer tags

Import CSV of customer tags

June 10 2024

Hidden plans

Plans can now be available to customers but marked as hidden

June 10 2024

Bulk update customer tags via CSV import

You can now bulk set or add tags to customers using the import customer modal from the customers list

June 9 2024

Improved team permissions

Team members can now be designated as Admin, Staff, Customer Support and Sales to restrict what they can do and see within Mantle

June 8 2024

Segment integration - use custom field for userId

Option to Segment integration to use a custom field in Mantle as the Segment userId value so you can more easily match on your customer data struture

June 8 2024

App option to reset usage limit when a customer upgrades/downgrades their plan

When a customer upgrades or downgrades their plan, usage does not normally reset, added option to reset any usage counters when a subscription change happens

June 7 2024

First-time identify webhook

Added webhook that's trigger the first time a customer is identified with the Mantle App API

June 7 2024

Trial expired customer event and webhook

Customer timeline now has a trial expired event and you can subscribe to webhooks for the event.

June 7 2024

Companies

Group customers under one parent company so you can view aggregate revenue data and eventually share billing details and subscriptions between related customers

June 6 2024

AI Assistant can now provide context on the current customer

When viewing a customer, the AI Assistant can now answer questions about the current customer and their timeline of events.

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TxtCart

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