Changelog
New updates and improvements
Ask Shopify Sidekick about your Roadmap data
You can now ask Shopify's Sidekick assistant about your Roadmap loyalty, referral, review, subscription, discount, and bundle data in plain language.
Product feature
Pull period-compared reports: loyalty, referrals, reviews, subscriptions, churn, discounts, and bundles.
Look up individual customers, subscriptions, coupons, and more directly from Sidekick.
Read-only by design: Sidekick answers questions but never changes your data.
Approve access once via the Sidekick prompt, then just ask.
Trade Dashboard: PO numbers with your own labels
B2B customers can now record a PO number against their quotes, under whatever name fits your workflow.
Product feature
Add a PO number field to the quote builder for B2B customers.
Rename the field title and placeholder to your own term, like Project Reference.
Show the value in the quotes list beneath the quote number, and carry it onto quote PDFs.
Customise the variant selector button text, replacing the default Configure with your own wording.
Quote PDFs: generate, download, and share branded quotes
Any Trade quote can now become a branded PDF that customers download, share by permanent link, or tailor for their own clients.
Product feature
Generate a PDF from any quote, then download it, open it in the browser, or copy a link that never expires.
Design the template in Trade Settings: logo, colours, addresses, payment terms, and an optional Pay now button that opens Shopify checkout.
Customers save their own PDF defaults, shared company-wide for B2B teams.
Reselling customers can re-title, re-brand, and re-price the PDF for their end clients, with a markup cap you control.
Completed orders download as invoices with their own document title.
Tag-based membership tiers: a secondary loyalty program
You can now grant a loyalty tier through a Shopify customer tag, running an invite-style program alongside your milestone tiers.
Product feature
Grant a tier by customer tag: ideal for paid memberships, VIPs, staff, or app-driven cohorts.
Runs as a secondary program alongside points-earned and amount-spent tiers.
Tag-based tiers have no expiry date; membership follows the tag.
Restrict individual ways to redeem to specific tiers.
Fixed-duration memberships now reset and recalculate automatically at the end of each period.
Roadmap B2B Loyalty has launched
You can now run a company-level loyalty program for Shopify B2B customers alongside your D2C.
Product feature
Pool points, tiers, and redemptions in a shared company balance.
Reward loyal B2B customers based on a rolling period.
Create tiered pricing and shipping based on order activity.
Let any company member redeem from the company balance.
Run separate B2B rules and tiers without affecting D2C loyalty.
Roadmap Reviews x Klaviyo: Review product metadata snippets
You can now display product review snippets in Klaviyo emails and flows.
Product feature
Add product review snippets to Klaviyo email templates.
Use review snippets in automated Klaviyo flows.
Showcase product feedback where it can drive repeat purchases.
One tabbed block for the Trade Dashboard and quotes
The dashboard and quote builder now share a single app block with a tab switcher, so there's only one block to install.
Product feature
Customers toggle between browsing and their quotes in place, no navigating between blocks.
Set each tab's title and subtitle, or share one set across both.
Faster initial dashboard load for company customers.
Creating a quote takes the customer straight into it, ready to keep editing.
The Subscription Activity Timeline
Every subscription contract now carries a complete audit trail of everything that happened to it.
Product feature
See payments and every dunning attempt, logged per contract.
Track customer actions like pauses, resumes, and swaps alongside admin edits.
Klaviyo triggers are logged too, so you can see exactly which emails an event fired.
Filter the timeline by event type to answer support questions fast.
Improved churn prevention: cancellation and pause flows now available on Roadmap Subscriptions
You can now reduce subscription churn with dedicated cancellation and pause flows.
Product feature
Guide subscribers through a dedicated cancellation flow.
Offer pause options as an alternative to cancellation.
Support churn prevention across cancellation and pause journeys.
Create subscriptions for customers from the admin
You can now build a subscription contract on a customer's behalf, straight from the Roadmap admin.
Product feature
Create a contract with products, quantities, and the delivery frequency.
Attach the customer, shipping details, and the start date.
Control the payment requirements for the first billing.
Ideal for phone orders, sales-assisted setups, and migrations.
Trade Dashboard filters you control
You now control which filters customers see on the Trade Dashboard, their order, and the default sort.
Product feature
Choose the default sort applied when a customer lands on the dashboard.
Show or hide each filter, and drag to reorder the panel.
New Catalog filter for companies buying across multiple B2B catalogs.
Pre-order and back-order info on Trade quotes
Pre-order and back-order status, with estimated delivery dates, now shows across the whole trade quote flow.
Product feature
Read ETA dates from product metafields: Roadmap's defaults or your own.
Badges and delivery dates show on the dashboard, quote cards, and the resulting draft orders.
Configurable badge labels and date display formats.
Review rewards and limits shipped
You can now reward review submissions with loyalty points or discount codes, and control eligibility with submission limits.
Product feature
Reward approved reviews with loyalty points.
Offer discount codes for review submissions.
Set submission limits to control reward frequency and prevent repeated claims.
2.0 Redeemer Shipped
The new coupon based redeemer has been shipped, with all actions completed pre-checked, improving the stability and clarify of point redeeming on loyalty.
Product feature
Point redeeming in cart now displays coupons.
Coupons sync across redeem cards and cart, meaning no copy/paste is every required to track or use coupons.
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