1.100.00 (10.06.2025)
A deployment of a new version of SodaStream and Client Portal inside the regular release window.
Client Portal updates
Fix for Missing Website Visits in the Portal #CX
We’ve resolved an issue where website visits were correctly logged in the system but not displayed in the Client Portal.
🐞 What Was the Issue?
For the campaign Sopro Europe 2025 – Craig Mathewson, website visits (such as those from Caliban Company) were:
✅ Correctly tracked and stored in the database
✅ Accurately sent to AIM for reporting
❌ Not visible in the Portal, causing confusion for users expecting to see visit activity
✅ What’s Been Fixed?
Website visits logged in the system are now properly displayed in the Client Portal
Visibility is now aligned between the Portal, AIM, and backend records
🔍 Why This Matters
This fix ensures clients have a complete and transparent view of prospect engagement, allowing for better follow-up and more confident reporting on campaign performance.
Product/Process updates affecting clients
Bug Fix – Portal Access Issue for Clients with Active Platform Fee on Extinct Campaigns #CX
We’ve fixed an issue that affected client access to the Portal when their campaign was marked as extinct, even though their Platform Fee was still active.
🐛 What Was the Problem?
For the campaign Tilton Consultancy, the user [email protected] was unable to log into the Portal. Although the Platform Fee was active until 31.05.2025, the system showed the campaign as inactive and blocked access, displaying an error message.
👤 Who Was Affected?
Only one user was affected by this issue.
However, this issue could impact other clients with similar setups:
Extinct campaign
Active Platform Fee
🔄 What’s Fixed?
The system now correctly checks the Platform Fee status, not just the campaign status.
Clients with an active Platform Fee can access the Portal as expected—even if their campaign is marked extinct.
✅ Expected Behavior Restored
Clients with an active Platform Fee can:
Log into the Portal
Access campaign data and reporting
Continue using the platform until the end date of the Platform Fee
This fix ensures that client access remains uninterrupted as long as the Platform Fee is active, supporting smoother transitions and better user experience.
Internal process updates
GM - Enhanced Context Selection Now Available for M1 Templates #CS #Ops
We’ve introduced a new Enhanced Context section when creating your M1 email templates, giving you more control over what types of information are included in your outreach.
🆕 What’s New?
When setting up an M1 email template, you can now select which enhancement data points the system can use when generating the message.
This update helps ensure that generated messages align more closely with client preferences — for example, avoiding mentions of funding, headcount, or other details the client may not want included.
💡 Why This Matters
Helps tailor messages to specific client requirements
Prevents the use of sensitive or unwanted information
Lays the foundation for future enhancements, including trigger-based emails and longer, more personalized sequences
⚙️ How It Works
When creating an email template with Send Number = 1 (i.e. M1), you’ll now see a section titled Enhanced Context Data Points.
This section includes tick boxes for each available data point.
Simply tick any data point you want the system to use in that message.
When the message is generated, only the selected data points will be used to enhance the email.
✅ What You Can Control
You’ll see the same enhancement data points you’re already familiar with — this update simply gives you the option to opt out of using any of them on a per-template basis.
This means you’re in full control of which types of information are included in the first message a prospect receives.
This update is part of our ongoing improvements to give you greater flexibility and precision when building campaigns. It also sets the stage for more advanced personalization features in the future.
GM - New Chaser Type Selection for Smarter, More Varied Follow-Ups #CS #Ops
We’ve introduced a new Chaser Type selection feature that gives you more flexibility and control when creating follow-up (chaser) emails. This update is the first step in a broader plan to diversify follow-up content and accommodate a wider range of client strategies.
🆕 What’s New?
When setting up a chaser email (i.e. any email beyond the initial M1), you can now select which types of chasers you'd like the system to use. This allows you to better match a client’s tone or strategy while also ensuring the content of your email sequence stays fresh and varied.
💡 Why This Matters
Supports customisation to match client goals (e.g. prefer direct follow-ups vs. light-hearted nudges)
Enables reporting on what types of chasers are used, helping us learn and improve
Introduces smarter automation, with rules to ensure we don’t repeat the same type of chaser across a sequence
📋 Available Chaser Types
You can now choose from the following chaser types:
OOO Follow-Up
Resurface Note
New Angle Intro
Right Person Check
Better Timing Angle
New CEP Angle
Humorous Nudge
Engagement Process Ask
Pain Point Probe
⚙️ How It Works
When you create or edit a chaser email template, a new Chaser Type selection section appears.
Tick the types you want to include. The system will only use selected types when generating chaser content.
You can also choose from Enhanced Context options (e.g. using OOO return dates, company data, etc.) to tailor the messaging further.
🧠 Smart Message Generation Logic
Here’s how the system chooses the chaser type when generating messages:
If the recipient has an Out-of-Office (OOO) return date, the system automatically uses the OOO Follow-Up type (if selected).
If no OOO info, the system:
Randomly selects from your chosen chaser types
Ensures it does not reuse a type already sent to that recipient
Sends only one chaser type per message
📊 What This Enables
Clear reporting on which chaser types are being used
A foundation for future updates to customize or test messaging strategies
Improved campaign quality through more diverse, non-repetitive email sequences
This update helps you deliver smarter follow-ups that feel more natural and aligned with your client’s needs.
DM - Enhanced Domain Filter with Advanced Matching and Exclusion Options #CS #Ops
We’re excited to introduce a powerful upgrade to the Domain filter, giving you more control and flexibility when filtering companies by their website domain.
🔍 What's New?
The Domain filter now supports two modes of search, helping you fine-tune your outreach and exclude irrelevant domains more easily.
🆕 Filter Modes
You can now toggle between two types of search within the Domain filter using a new radio button selector:
Exact Match (default mode)
Select domains from a predefined list (existing behavior).
Great for targeting known domains with precision.
Contains (new mode)
Type in any part of a domain (e.g.
.gov,.edu,nhs.uk,hospital) and press Enter to add it.The system will return companies with domains that contain the entered keyword anywhere.
❌ Exclude Domains
In both modes, you can now exclude domains or domain substrings just like you do with Locations.
A new Exclude button lets you hide results that match specific domains or substrings:
In Exact Match mode: Excludes selected domains.
In Contains mode: Excludes domains that contain any of the entered substrings.
Example: If you're targeting private healthcare providers, you can exclude public sector domains like
.govor.nhs.ukto refine your results.
This enhancement helps you focus on the right types of companies and avoid domains that don’t align with your campaign goals.
DM - Enhanced Company Name Filter for Smarter Keyword Targeting #CS #Ops
We’ve upgraded the Company Name filter to give you greater flexibility and precision when targeting or excluding companies based on their names. This enhancement makes it easier to cast a wider net or narrow your focus using keyword-based logic—all from the same familiar filter.
🆕 What’s New?
The Company Name filter now supports two search modes:
Exact Match (existing behavior)
Type in a company name and select it from a dropdown list of exact matches.
Contains (new option)
Enter one or more keywords (e.g., “hotel”, “group”, “energy”) to include companies whose names contain any of the entered terms.
❌ New: Exclude Keywords
You can now also exclude keywords from your search results:
Works in both Exact Match and Contains modes.
Visually behaves like the exclude option in the Location filter.
Example: Exclude any company with “Resort” or “Hotel” in its name.
⚙️ How It Works
The existing Company Name filter now includes a Search Type toggle with two radio buttons:
Exact Match
Contains
In Contains mode:
You can enter multiple keywords (free text)
Add each keyword by pressing Enter
The system matches any company name containing the entered keywords
💡 Why This Matters
This update makes it easier to:
Broadly include companies with similar naming patterns (e.g., “Group”, “Services”)
Exclude unwanted verticals or brand types (e.g., “Hotel”, “Charity”)
Fine-tune your targeting strategy without needing to know the exact company names
This upgrade gives you more powerful targeting tools while keeping the interface simple and familiar.
Bug Fix – Incorrect User Modal Displayed in Teams #CS #Ops
We’ve resolved a bug on the Team Management page that caused the wrong team member’s details to appear when attempting to edit a position or member.
🐛 What Was the Issue?
When navigating to the Members or Positions tab under a department (e.g., Customer Success), clicking Expand on a team member and then selecting Edit on their latest position opened the modal for a different person entirely.
Examples:
Trying to edit Katie Thomas in Positions opened the modal for Alex Stuart - Hutcheson
Trying to edit Saima Zia in Members resulted in the same issue
Additionally, in these cases, you were unable to update the ‘Valid to’ date, preventing accurate role tracking.
✅ What’s Fixed?
The system now correctly opens the edit modal for the selected individual.
You can now successfully update the ‘Valid to’ date for both Members and Positions.
📍Where This Happened
Page: Team Management
Tabs Affected: Members and Positions within any department
This fix ensures accurate editing of team details and supports reliable role management across departments.
Improved Responder AI Logic – More Accurate Handling of Valid Campaign Responses #Ops
We’ve updated the logic used by Responder AI to ensure that valid prospect replies are correctly classified, even if the email address also exists in internal system records.
🧠 What’s New?
Responder AI now prioritizes checking campaign-specific prospect data before referencing internal user records. This change prevents the system from mistakenly labeling real prospect replies as invalid.
🛠️ How It Works
Step 1 – Check Campaign Prospect Table First When a response is received, the system first checks if the sender’s email address matches a prospect in the campaign’s Prospect table. ✅ If a match is found, the response is classified based on its content (e.g., interest, referral, etc.).
Step 2 – Check AspNetUsers Only If Needed If no match is found in the campaign’s Prospect table, the system will then check the AspNetUsers table (user records). ✅ If it matches here and not in the campaign, the response is classified as "Invalid".
This enhancement reduces manual corrections and improves reporting reliability—one more step toward fully automated and intelligent response handling.
LinkedIn Messaging – Duplicate Variables Now Supported #Ops
We’ve fixed an issue in SodaStream's LinkedIn Outreach tool where users were unable to save messages that included the same variable more than once.
🐞 What Was the Issue?
Previously, if a LinkedIn message template included the same variable twice (e.g., {{firstName}} used in two places), SodaStream would not recognize the second instance and block the message from being saved. This issue was identified during testing on the Zapier Test Campaign.
✅ What’s Been Fixed?
You can now safely use the same variable multiple times in a single LinkedIn message. For example:
"Hi {{firstName}}, I noticed {{firstName}} recently engaged with..."
✅ The message will now be recognized as valid. ✅ The "Test" button will work as expected. ✅ You’ll be able to save the message without any issues.
💡 Why This Matters
This fix gives you more flexibility when crafting LinkedIn messages, especially in cases where personalization needs to appear in multiple parts of the message. It also ensures better compatibility with your existing templates and faster setup.
Audience Import Now Correctly Deactivates with M1 Schedule #Ops
We’ve fixed an issue related to audience imports when deactivating campaign send schedules in SodaStream.
🐞 What Was the Issue?
Previously, when you deactivated the M1 (first-stage) send schedule, the platform continued importing new prospects if any later-stage schedules (like M2) were still active. This was not the intended behavior.
✅ What’s Changed?
The system now checks only the M1 stage when deciding whether to keep the audience import active.
If M1 is deactivated, audience import is automatically turned off.
It no longer matters whether later-stage schedules (M2, M3, etc.) are still active.
🔍 Example
Before: You deactivate M1, but M2 is still active → Audience continues importing (incorrect).
Now: You deactivate M1 → Audience import stops, even if M2 is still active (correct).
💡 Why This Matters
This update ensures that no new prospects are added to a campaign unless M1 (the first message in your email sequence) is active — aligning with expected campaign behavior and helping you maintain better control over who enters your campaigns.
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