Picture of What's New in Infigo | January 2025

What's New in Infigo | January 2025

What's New in Infigo | January 2025

Welcome to our monthly update, looking back at January 2025.

Read on to learn about all the exciting new features and enhancements made available to our customers in the month of January.

Remember, this is only a selection of the most eye-catching changes. You can take a look at our full release notes for this month for a more complete list of new features, updates and fixes..

 


Contents

Album Management System

Capture Payments on Approval

Connect: CERM UI Enhancements

Enhanced Email Notification Settings for Orders

Versioned Product Enhancements

Improved Prepopulate Data Script Logic

LabelTraxx Plugin Updates

Product Build Workshop | Mastering Advanced Grouping in Infigo Invent for InDesign

The Best of the Rest

 


Album Management System

Our Album Management System provides a centralized solution to store, organize, and manage your digital assets like images, PDFs, and templates. With an intuitive structure, users can create top-level albums and subfolders, replicating a familiar file explorer system directly in their storefront.

 

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Easy Setup and Customization Administrators can enable the enhanced album management features through the Media Album Settings by selecting the "Enhanced Latest" version. Display options include integrating album management into user accounts or embedding it on specific storefront pages using the Layout Manager.

Seamless File Management Uploading files is effortless with drag-and-drop functionality. Users can organize content within albums, search folders efficiently, and even adjust per-page display settings. Multi-level folder structures and pagination ensure scalability as your asset library grows.

Advanced Sharing Options Top-level albums can be shared across teams or customer groups based on roles, products, categories, or departments. Sharing permissions are customizable, allowing administrators to control access while maintaining security. Users can collaborate effectively without compromising data integrity.

Integration with Design Tools Albums integrate with tools like MegaEdit, enabling customers to quickly use shared assets in their designs. This streamlines the design process and enhances customer experience.

Built for Growth As your storefront grows, our album system adapts. With advanced search capabilities, clear ownership details, and configurable upload limits, the platform ensures your assets remain organized and accessible.

 

 


Capture Payments on Approval

Introducing a new approval-based payment flow that lets you place orders with payment “authorized” but not captured until after approval.

 

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We’re rolling out a powerful new feature to improve order processing and payment flexibility: capture payments on approval. This feature allows customers to place orders in a pending payment state, enabling approvers to review, modify, and approve or reject orders before payment is finalized. It ensures customers can adjust charges (such as changing quantities) before production and shipping, avoiding complications with refunds or incorrect billing.

Key Benefits:

  • Enhanced Order Control: Approvers can review and confirm orders before payments are processed, reducing billing errors and ensuring customer satisfaction.
  • Flexible Order Modifications: Changes to quantities trigger real-time recalculations of order totals based on unit pricing, keeping everything transparent and accurate.
  • Seamless Payment Integration: Following approval, the payment is captured automatically (for supported payment plugins like Authorize.net). If the total exceeds the authorized amount, users are notified to adjust accordingly.
  • Cancelation Management: Approvers can cancel order lines, with recalculations processed before confirmation. If all lines are canceled, the payment remains authorized but uncollected.

This feature streamlines the approval process, ensures accurate payments, and provides peace of mind for both storefront administrators and customers. To enable it, configure your approval workflow and integrate it with supported payment plugins like Authorize.net.

 


Connect: CERM UI Enhancements

The CERM plugin now offers greater customization for displaying data in the “Estimates,” “Products,” and “Orders” tabs. Administrators can configure where specific information appears, either directly in the table or in an expandable detailed view. A new Display Type dropdown allows admins to assign properties as “Column,” “Detailed,” or a fixed “Column - You cannot change.”

Key improvements:

  • Customizable Data Display: Choose whether information is shown in the table or in a detailed section, giving you more flexibility in how data is presented and consumed.
  • Search & Filter Enhancements: Each column now supports advanced filtering and searching, improving data navigation and accuracy.

These updates simplify data management and improve workflows, helping users tailor their experience to their specific needs. Admins can make adjustments effortlessly, ensuring better usability for their teams.

 

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New to Connect: CERM? Learn about our integration with CERM here:

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Enhanced Email Notification Settings for Orders

We’ve introduced a more flexible and powerful way to manage email notifications for orders. These updates make it easier to control where order notifications are sent, ensuring all relevant parties are included while maintaining clarity and organization.

 

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Key Improvements:

  1. Migration to Flexible Settings

    • A legacy checkbox setting specifying whether customer details are used for correspondence has been replaced by a new dropdown menu for additional clarity:
  2. New BCC Options for Notifications

    • Additional settings now allow you to include multiple recipients in the BCC for order-related emails:
      • Add impersonator email to BCC on order notifications
        • Ensures the impersonator email (if available) is added to BCC when it differs from the order email.
      • Add customer email to BCC on order notifications
        • Adds the customer’s email to BCC if it differs from the order email.
      • Add shipping or billing address email to BCC on order notifications
        • Includes billing and shipping email addresses in the BCC if they differ from the order email.
    • Each of these settings defaults to False, allowing you to configure them as needed

 


Versioned Product Enhancements

We've introduced minor updates to enhance the user experience when working with multipart versioned products.

New to Versioned products? Learn more about them here:

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Here's an overview of the updates:

1. Streamlined Versioning Workflow

  • New Setting: "Preview Step Optional"
    A new XML attribute, isPreviewOptional, has been made available to the multipart configuration. When set to true, users can bypass the previously mandatory preview step and proceed directly with "Save and Close" or "Save and Next" while working in versioning mode.

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  • Improved Version Name Inputs
    Version name fields now use placeholders (e.g., "Version 1") instead of pre-filled text. Users can type custom names directly without needing to delete default values. If left blank, the system automatically assigns the placeholder name as the version name.

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2. Enhanced Cart UI for Versioned Products

  • Dynamic Expand/Collapse Functionality
    The "Expand" button in the cart now dynamically switches to "Collapse" when clicked. Expanded views will hide the parent product thumbnail for better focus on child version details.

  • Improved Styling for Child Items
    Child items in the cart are now visually distinct, featuring improved styling to clearly separate them from parent products. This ensures easier navigation and organization.

  • Updated Labeling
    The label "Product(s)" for versioned child items in the cart has been replaced with "Version Name" for improved clarity.

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Improved Prepopulate Data Script Logic

January saw significant enhancements to the Prepopulate Data Script for both MegaEdit and Invent workflows, addressing inconsistent behaviour when pulling customer address data.

New to the Prepopulate Data Script? Learn more about it below.

 

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What’s New:

    • New Fallback Logic: By default, the script now checks the user’s Customer Info first, and then falls back to billing/shipping addresses if needed. This ensures a more consistent experience when automatically filling in user data (e.g., name, address) on MegaEdit products.
    • Legacy Mode: If you need the old behavior (pulling from billing/shipping first, with some fields always from Customer Info), you can enable legacyMapping in the script configuration.
    • Address Prefixes: You can now force any field to be taken exclusively from billing or shipping addresses using billing_ or shipping_ tags (e.g. prepopulate_billing_fullname). This prevents any fallback to other sources.

    These updates make it easier to control exactly which address and contact details get populated into a design, giving you more predictable results for personalized products.


LabelTraxx Plugin Updates

We’ve rolled out a comprehensive set of enhancements to the LabelTraxx plugin, addressing key workflow improvements, better data handling, and enhanced flexibility. Here’s what’s new:

  1. Automatic Product Inactivation

    • Products created in LabelTraxx now automatically move to “inactive” once the corresponding Infigo order is completed or cancelled.
  2. Tracking Number Sync

    • Infigo now retrieves LabelTraxx packing slip tracking numbers automatically, displaying them directly in your Infigo order details.
  3. Partial Shipping Updates

    1. Orders shipped in multiple batches update line items in Infigo as “partially shipped” or “shipped,” reflecting actual fulfilment status.
  4. Fallback Customer External ID

    • A default customer ID is used if neither the customer nor their department is mapped to a specific LabelTraxx external ID.
  5. New Artwork File Name Format

    • Artwork file names for LabelTraxx follow this structure:
      {ticket_number}_{product_number}_{infigoLineIdentifier}
  6. Default Ticket Status Configuration

    • Choose a default LabelTraxx ticket status (Open, Credit Hold, Done, or Hold) to streamline order creation.
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  7. Field Length Restriction Improvements

    • Updated handling for countries/states exceeding 25 characters, sending ISO codes to LabelTraxx to avoid ticket creation errors.
  8. Order External ID Tokens & Placeholders

    • Easily include LabelTraxx order/ticket IDs in Infigo message templates and job tickets with new %Order.ExternalId% tokens or placeholders.

These updates are designed to automate tasks, improve data accuracy, and provide greater customization options for your workflows.

 

Learn more about these updates and the wider Connect: LabelTraxx integration in this tutorial:

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Product Build Workshop | Mastering Advanced Grouping in Infigo Invent for InDesign

Date & Time: Wednesday 19th February 2025, 3pm GMT

 

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Discover the power of the Advanced Groups feature in Infigo Invent, designed to give you unparalleled control over your InDesign templates. Whether you're creating sophisticated layouts or simply aiming to improve in your template creation process, this hands-on session will walk you through all the essential tools.

Key Benefits:

  • Enhanced Layout Control: Precision and dynamic alignment and spacing of fields for complex layouts.
  • Time-Saving Features: Set behaviour quickly with one-click alignment options or utilise more advanced, manual settings.
  • Dynamic Resizing: Fields adapt to content, keeping your design clean and responsive.

Take a look at some simple examples of Advanced Groups in action.

What You’ll Learn in this webinar:

  • Vertical, Horizontal, and Both Alignments: Arrange fields with precision, customizing margins and sizes for perfect alignment. Set fields to reposition dynamically based on other fields.
  • Boundary Items for Enhanced Control: Use placeholders to define boundaries, allowing you to extend group space and maintain cohesive item arrangement.
  • Advanced Margin and Spacing Options: Set specific margins and gaps or use auto-spacing to evenly distribute items within your group.
  • Content-Based Resizing: Ensure text fields resize dynamically based on content, saving time on manual adjustments.
  • Quick Alignment Tools: Access one-click options for fast alignment and spacing adjustments, making complex layouts easy to manage.

 


The Best of the Rest

HypPay (Israel Payment Gateway) Integration

We’ve added a new payment method for Israeli merchants through HypPay (YaadPay). This plugin allows you to:

  • Accept Credit Card Payments in multiple currencies, including ILS (Israeli Shekel).
  • Authorize and Capture payments smoothly at checkout—no separate steps or extra hassle.
  • Process Refunds directly from your store admin if needed.
  • Send Optional Email Receipts to customers for each payment.

With HypPay, Israeli customers benefit from a familiar and secure checkout experience, and you can manage transactions straight from the admin area without needing extra tools.

 

Improved Department Mapping in Connect Flow

We’ve added a new “Include department details” setting in the Connect Flow plugin. When enabled, it automatically includes department information in the XML data (for both the Customer and any Impersonator) when orders are processed. This department information covers fields like:

  • Department ID
  • Department External ID
  • Department Name
  • Department Description
  • Department Cost Code
  • Department PL Code

This is particularly useful for organizations that need detailed departmental tracking or cost/PL code management in their order workflows.

 

Batch Barcode Support in Invent Templates

we’ve added support for Batch Barcodes in Invent products, allowing barcode fields (e.g., QR codes) to be directly populated with CSV data. This enhancement also extends to text fields, which can now link to CSV variables without using placeholders. Together, these improvements streamline the mass-customization workflow by ensuring all fields—barcodes, text, and images—update automatically and consistently in previews, PDF downloads, and final output.

    Have more questions? Submit a request

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