Campaign Tracking, Smarter Scheduling, and ACH Controls
📬 Campaign Tracking in Transactional Reports
We’ve added campaign tracking columns to transactional reports — including Campaign Name, Run ID, and Subscriber ID.
Now, when a consumer sets up a payment or plan by following a link in a campaign email or SMS, it will be tracked not only in Customer Analytics, but also in: Transactions, Payment Plans, Scheduled Charges reports.

🔍 Why It Matters
- See which payments were driven by campaign outreach — whether made immediately or scheduled for a future date.
- Analyze scheduled charges tied to campaigns, helping with promise-to-pay projections.
📦 We’ve also backfilled historical data, so you can review past campaign results right away.
➡️ Check your updated reports and feel free to share any insights or feedback with us!
📅 Schedule Payments Through End of Month
We’ve added an optional setting that allows customers to schedule payments through the end of the current month, even when that goes beyond the standard "max days allowed" rule.
📌 Examples:
- If
max_days = 5
and today is Oct 15, the customer can schedule through Oct 31 - If
max_days = 5
and today is Oct 28, the customer can schedule through Nov 2 (5 days from today, as defined by themax_days
rule)

➡️ Please contact your account manager to customize this setting and give your customers greater flexibility when choosing a payment date!
🏦 ACH Payment Method: Control Allowed Parameters
We’ve added new settings to help organizations control which account types and ownership types are allowed when consumers enter ACH payment information.
By default, the payment form supports:
- Account Types: Checking and Savings
- Ownership Types: Personal and Business
Now, you can configure your form to allow only specific combinations—for example, only Personal Checking accounts—to align with your payment processor requirements or risk policies.

These controls apply to all payment entry points, including: Payment Portal, Agent Console, API and IVR payments.
➡️ To customize these settings for your organization, please contact your account manager.
🛠️ Maintenance & Improvements
- Break Payment Plan logic update: The counter for failed card charges or returned ACH payments now applies at the Payment Method level. While only plan-related payments are counted, if a customer has multiple payment plans using the same method, the system will break all related plans once the configured threshold of failures or returns is reached.
- Improved handling of email campaign bounces: hard bounces are now permanently suppressed; soft bounces are not, except “mailbox full” which are suppressed for 30 days.
- Console > Settings > Users: The Last Signed In column was replaced with Last Active — making it easier to see when a user was last active in your organization’s Console.
- Payment Portal has been reviewed for ADA compliance, and minor accessibility issues have been addressed.
- Various bug fixes 🐛 and performance improvements.