1.89.11 (11.10.2023)
A deployment of a new version of SodaStream and Client Portal inside the regular release window.
Improvements
Prospects export - Add domain column
Where found: Client Portal > Prospects
This enhancement is particularly valuable for clients who integrate their CRMs manually. It involves the addition of a domain column in the Prospects list when exporting data from the Portal. The inclusion of company domains will greatly assist in CRM integration, improving data accuracy and processes.
Email signature mandatory in Sales agent user role
Where found: SodaStream > Admin > User management > Add new user
When a user is being created/edited and marked as Sales agent (i.e. prospector) the following fields are now mandatory:
Email signature
Phone
LinkedIn Account (For sales agents)
The use case for each fields is different and it supports different projects/processes.
Email signature was added since we want to made an improvement in the Gifting process where the confirmations sent to the prospects on behalf of the sales agent will contain email signature (process update that will follow in the future). Additionally, moving forward instead of adding email signature to every email template the following variable can be added and the system will populate the field with the email signature added in the user menu: *|EMAIL_PROFILE_UTM_SIGNATURE|* .
Phone is a mandatory field which will help us exclude the sales agent's phone numbers from one of the phone finder steps which tries to identify a phone number when prospect replies.
LinkedIn account supports the LinkedIn Outreach automation process so that the system will know which LinkedIn profile to use in the process (full LinkedIn Outreach Automation will follow soon).
Connect email profile with Sales agent
Where found: Campaign & Setup > Campaign Email Profile
When creating an email profile, you will notice that within the Sales Agent dropdown menu, you can only select Users associated with campaigns tagged as Sales Agent (Prospector). This feature ensures that Sales Agents are correctly linked to the appropriate email profiles, thereby improving campaign management.
LIA document tweaks
Where found: Client Portal > Compliance
A revision of the LIA document was provided by our Data Protection Officer which is now updated in the system.
Rewards scheme
Where found: Client Portal > Reward scheme
The page is renamed to "Recommend Sopro".
When client submits a referral via the email address field the process is upgraded and the system will issue an email notification to the internal teams instead to the contact. This means that our sales team will have a proactive role in following up with the referrals.
New notification was added that will be sent to the client as a 'Thank you' and confirmation that the referral was received.
Some additional design changes were introduced like replacing the video with image explaining the process.
Social sync add on service activation managed in SS
Where found: SodaStream > Admin > Client Management
New form is added for activating service plan for the new channel we'll be introducing i.e. Social Sync. The teams can activate the form by defining the Quantity, Monthly volumes, Price, Delivery start date and Billing start date.
Intent tracking should be displayed to multiple clients that share the same domain
We've made backend changes to enable the activation of the same website plugin and Intent tracker for multiple clients sharing the same domain.This is implemented for the following clients:
Portakabin Limited and Portakabin B.V.
Keepler Data tech SL and Keepler data tech Gmbh
Update reset password notification
The Reset Password notification has been updated to align with our brand's tone of voice.
Hide Giftbox template drop-down
Where found: SodaStream > Email Templates
The selection menu for Gifting templates has been removed as it was related to an outdated process. The new process automatically connects email templates with gifting templates with the use of the specific gifting variables, eliminating the need for manual gifting template selection.
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