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1.89.21 (16.01.2024)

A deployment of a new version of SodaStream and Client Portal inside the regular release window.

Improvements

Intent tracker - show competitor exclusion tag

Where found: Client Portal > Intent tracker

As part of the Intent tracker feature we're introducing another exciting upgrade which is adding a 'Competitor' tag.

This tag aims to flag all exclusions added as competitors in our system and which have visited our client's website. This will provide additional insights to our clients as to which competitors are visiting their websites and tailor their product/service strategy accordingly.

To allow distinction between the different types of exclusions, something that was already available in SodaStream, we're introducing an update of the Portal's Exclusions page as well. With the latest design update the exclusion page will have 2 tabs, one for campaign level exclusions and one for client level.

Intent tracker- enrich the company details retrieved from Sopro Data

Where found: SodaStream > Email Templates

Another exciting update to our Intent Tracker feature is with regards to enriching company details retrieved from Sopro Data.

When selecting a prospect for IP match and engage, you can add the following variables in your email templates:

  • Informalized Company Industry

  • Informalized Company Size

Upon execution of the send schedule, these variables will be automatically populated with accurate and updated information.

This enhancement aims to provide you with more enriched and relevant details in your email templates, ensuring a more personalized engagement experience.

Web sessions in activity feed - change the way they are calculated and presented

Where found: Client portal > Intent tracker

We are pleased to announce an update that provides a more detailed view of web sessions for visitors with Anonymous IP addresses.

All web visits coming from the same IP address that occurred within a period before or after 4 hours of inactivity will now be grouped under one web session.

This grouping aligns with industry standards, similar to Google Analytics, which defines a website session with a 4-hour inactivity threshold.

Each website session will now include a detailed log specifying the date and time of the last event within that session.

This enhancement ensures that you have a clearer and more organized representation of web sessions for visitors with Anonymous IP addresses.

Campaign settings- Mandatory fields

Where found: SodaStream > Campaign & Setup > Campaign Settings > Intent tracker targeting

When creating Intent Tracker targeting in Campaign Settings, the following fields are now mandatory:

  • Job Title Priority Groups 1, 2, 3 (previously hidden in SS, now displayed)

  • Company Size

  • Company Industries

This enhancement guarantees that the automated process captures and maintains an accurate status of qualified companies based on the specified targeting criteria.

Add company logo in Company side modal and details page

Where found: Client portal > Companies

We are excited to introduce a visual enhancement to the Company side menu and Company details page. Now, alongside each company name, you will find a company logo, elevating the overall visual experience and association of a company with the actual brand.

SodaStream - Client Management, Client Type

Where found: SodaStream > Admin > Client Management

We are pleased to introduce a new enhancement in Client Management aimed at providing more detailed insights into our client base.

We have added a dropdown field labeled "Client Type" in the Client Management section.

The "Client Type" field supports the following values:

  • Standard

  • High Growth

  • Enterprise

This field is marked as required, ensuring that this information is captured during the creation of a new client.

Bug fixes

A "Notify Referrer for Closed Deal" client notification triggered by creating new invoices for existing clients

It was reported that a client is receiving a referral notification every month although this should happen only once. A fix is introduced to help improve our client's experience.

CP Reports - Company size is not loading (approach applied)

Where found: Client portal > Reporting > Performance reports

The system now correctly loads the "Report Group by Company Size" when selecting an approach from the blue rocket menu on the right-hand side.

This fix ensures a seamless and accurate reporting experience for our users.

When the 'Intent' filter is being used in combination with another filter, it cannot be removed

Where found: Client portal > Prospects

Previously, when using the 'Intent' filter in combination with any other column filter on the 'Prospects' page, the 'X' to remove the 'Intent' filter disappeared. This issue has now been resolved. The 'X' will now stay visible, allowing users to easily remove the 'Intent' filter even when combined with other column filters.

Prospects page - The 'Gift Redeem' column has wrong filter options

Where found: Client portal > Prospects

Previously, when clicking on the filter for the 'Gift Redeem' column, the options displayed were related to the 'Web Goals' column.

The filtering options will now be accurately displayed according to the selected 'Gift Redeem' column, ensuring a more intuitive and error-free filtering process. This enhancement ensures a smoother and more accurate filtering experience on your platform.

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