Changelog
Get the latest feature updates in Truv
- Rich Text Support in Orders Landing Page: The orders landing page now supports rich text formatting, giving you more granular control over how your end-user experience looks so you can tailor every detail to your brand and preference. Use bold, italics, links, and other styling options to craft clearer, more compelling messaging that drives stronger conversion.
- Auto-Completed Orders for Partial Connections: To improve conversion by capturing partial connections that would otherwise be at risk of drop-off, now when an end user connects one employer, provider, or financial institution in an order but not the others, Truv auto-completes the order in 24 hours. If you need to verify additional sources that were not connected, create a new order with the same
external_user_idand Truv will recognize that the connections belong to the same end user. Configuration available by request.
- New Analyst Role Available to Assign to Team Members: In Truv Dashboard, under Settings > Team, your admins now have the option to assign team members to a dedicated role with access to Truv reporting and insights.