Pico v2.0 is a complete overhaul of our platform's architecture, providing greater power, security, and new feature releases. With this revamp, the existing Publisher App 😴 will be replaced by the Dashboard App 🤩 and will include a number of enhancements, additions, and structural changes. This document serves as a general overview of the key changes taking place between Pico v1.17 (Publisher) and Pico v2.0 (Dashboard).

User Experience

Audience, Rule, and Plan Logic

In v1.17, audiences were created as a combination of a user's geography, referral source, device type, and ad-blocking status. This allowed communities to differentiate the registration rules or monetization plans a user experienced based on what audience they belonged to. With audiences, a single plan or rule was only available or applied to a single audience at a time. In Pico V2.0 we have split this functionality apart to allow for further control and customization.

In the Dashboard App, instead of managing content access through monetization plans and registration rules (as was the case in Publisher), you will now control all things related to content access on your site within the Content Restriction section under the new Website tab in Settings.

For popups, you can now set up multiple popups for signups and monetization and customize how those look and feel (with a WYSIWYG editor!). Each popup can also have its own Access rules that can control how those popups trigger and who they appear to. This allows you to set up multiple popups that can display different information at different times or different products.

Contact Management

In the Publisher App, the CRM (Customer Relationship Management) section is where you can view registration, payment, and engagement data about all Pico-registered users in real time. In the CRM, you can search for individual user records by their name or email address in this otherwise static table. You can also export your entire Pico CRM to a CSV file in order to view all of your user data and their corresponding CRM properties.

In the Dashboard App, this section is now called Contacts and operates as a functional table where you can filter and sort through your user records directly within the app. You can adjust the table settings to show as many or as few columns you would like, with the only fixed field being user email addresses.

You can also apply multiple filters at once. For example, if you wanted to identify subscribers within a specific time period, like the first 15 days of March 2021, you would be able to filter for Membership type = "Individual Subscriber" and Signup Date between "3/1/21 and 3/15/21."

In addition to filtering and sorting through contacts within Dashboard, you can now also complete bulk actions for existing contacts. This includes the ability to cancel subscriptions and grant free access to multiple users at once.

Monetization Plans, Popups, Landing Pages

With the new version of Pico, you'll be able to create a set of products for your subscriptions and plans that can then be used on multiple popups and landing pages. This helps in maintaining a single product for your subscription, but creating multiple popups for different use-cases and landing pages.

In the new version, instead of creating a monetization plan and then adding the offers and newsletters. You'll first create the newsletters you want to have, then you'll create products. The products you create can then be added to landing pages or popups that you create.

Publisher App → Dashboard App (Layout)

In v1.17, the Publisher App is comprised of the following sections: IAM, CRM, Settings, and Help. Below are the explanations for each of these sections and how they relate to one another.

  1. IAM, Identity and Access Management, consists of the Performance section, Audiences, Registration Rules, and Monetization Plans.

    Performance Section: where you can view user conversion analytics.

    Audiences: what registration rules and monetization plans are applied to. This is used in v1.17 to differentiate the registration rules or monetization plans a user experiences based on their geography, device type, referral source, or ad-blocking status.

    Registration Rules: how you configure the registration process. It is where you can customize signup prompts and popups as well as rules around registered and unregistered users readers’ access. This is also where you can create standalone landing pages to send users to directly. Standalone landing pages to send directly to users can also be created here.

    Monetization Plans: where you create subscription or membership plans including individual subscriptions, group subscriptions, pass plans, or donations. This is where you can configure content locking rules to set up a paywall as well as manage access to premium newsletters by offering them as a benefit to specific tiers within subscription plans.
  2. CRM, Customer Relationship Management, consists of a customers table. It is here where you can view the many qualities of your customers. Information like an email address, location, or birthday is stored here, along with more business-centric information such as registration date, the device you customer signed up on, or even the content they click on the most.
  3. Settings, consists of Publication, Company, Profile, and Password.

    Publication: where basic information about your company is stored. This information pertains to the online information of your business- the URL, Terms of Service, and the Support Email

    Company: relates to the more typical information of your business. Information like the name of the company and the physical address is stored here.

    Profile: where information about you is stored. This includes your name and your email.

    Password: where your password is stored and may be edited.
  4. Help, consists of all the avenues to find more information about Pico and its product. It is here you can schedule a Product Tour, explore the Knowledge Base, or check out the Pico blog, The Byline.

In v2.0, the Dashboard App consists of the following sections:

Performance: where you can view user conversion and recurring payment analytics. In version one, this was front and center of your view and it existed within the IAM section. In version two, Performance remains front and center, but it has been extracted into its own area. Performance is a great place to look some of your most important at-a-glance information.

For a little bit more: http://help.trypico.com/en/articles/5063272-performance-overview

Contacts: where you can view all things related to your customers. In version one, this was known as the CRM. It displays identifying information such as their email and name, but also business-centric information, such billing information and content they subscribed. This area still offers great features like access to a customer profile page or the ability to export your contacts as a CSV, but now you will have even more access to create the best environment for you and your business!

For a little bit more: http://help.trypico.com/en/articles/5063276-contacts-overview

Offers: where you can control special offers to your customers. These are done through the use of popups and landing pages. Popups offered will happen organically as your customers traverse your site, whereas landing pages are found via a link. Both of these features were found in the registration rules portion of the IAM feature in version one, whereas now- due to popularity, they have their own dedicated area and greater functionality!

For a little bit more: http://help.trypico.com/en/articles/5063352-offers-overview

Products: where the main component of your business exists within the Dashboard App. In version one, the capabilities of Products was found in the IAM section under the Monetization Plans. The three focuses of Products are:

  • Subscriptions are where you can set the rules for how you wish subscriptions to be based. Here is where you control the amount and timeline in which your customers will be billed.
  • Passes are various levels of limited access you can offer your customers. A great way to allow a potential customer to get started.
  • Donation Boxes are an area to allow customers to give recurring or non-recurring contributions of any amount.

For a little bit more: http://help.trypico.com/en/articles/5063367-products-overview

Newsletters: where you can get set up to deliver content to your customers automatically. In version one, this service was found in the Settings area. This area give your company the ability to create and deploy free and premium content to your customers.

For a little bit more: http://help.trypico.com/en/articles/5063396-newsletters-overview

Apps: where you can pair Pico with other high-quality applications. This was formerly known as the Integrations area. In Apps, you will find access to Stripe, Mailchimp and others that help your business grow.

For a little bit more: http://help.trypico.com/en/articles/5063403-apps-overview

Settings: where the basic information about your business is stored. It is also where you may pull the levers on quite a few aspects of your business.

  • Account is where you will encounter basic information about your business, such as a name and address.
  • Billing is where you can view the number of contacts your community has and the card you have on file.
  • Team is where you can assemble members of your staff to give access. This area is also useful if you are working with any partners as well!
  • Menu & Appearance is where you can customize the look of what your customers will see. Here is where you can adjust the style and language for simple buttons and links.
  • Landing Pages is where you may adjust the styling and languages for landing pages that you have created to promote offers.
  • Website is where you will go to adjust the settings on how visitors will access your site including popup appearances and article locking.

For a little bit more: http://help.trypico.com/en/articles/5063408-settings-overview

Help: where you can find out more! This opens up the Pico documentation to go into more depth about the features that will help grow your community!

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