Impersonate Customer - see what they see

🔍👁️ Impersonation Mode Now Available

We’ve released a new Impersonate Customer feature.

Users can now click “Impersonate Customer” in the Console (on Account or Customer page) to instantly launch the Payment Portal in impersonation mode - viewing it exactly as the customer would.

This makes it easier to guide users, troubleshoot issues, and verify consumer interface details in real-time.

Feature Details:

• Read-only mode: No data can be modified, and no actions are tracked as customer activity while impersonating.
• Permission-based: The Impersonate Customer feature is only available to users with the appropriate permission.

🧑‍💻 Customer Portal Updates

• Verification Flow: We've added a setting that lets you control which account numbers customers can use for portal verification: Parent accounts, Child accounts, or both.
• Card Payment Form: We've introduced BIN validation (based on the first 6 digits of the card number). This helps block unsupported card networks immediately as the customer enters their card. The next phase of this feature will include detecting card types, such as credit, debit, or prepaid.

📬 File-Based Email Campaigns Reporting

• Campaign reports are now available directly in the Console, giving visibility into deliverability, engagement, and suppression data from your campaign runs.

Stay tuned for more updates ✌️