1.89.26 (27.02.2024)
A deployment of a new version of SodaStream and Client Portal inside the regular release window.
New features
Platform fee in client management - invoice fields
Where found: SodaStream > Admin > Client Management
PLATFORM FEE IS INACTIVE FOR ALL CLIENTS.
In our continuous effort to enhance service flexibility and billing transparency, we're introducing the Platform Fee feature of the Client Portal.
A new "Platform Fee" form has been added to Client Management.
The Platform Fee is designed to cover additional multichannel services available even when email outreach is inactive i.e. the campaign is terminated.
The Platform Fee is applicable to the following services:
Website plugin
Intent tracker
IP Match and Engage
Webchat TBC
CRM sync
Access to the Portal and to these services can continue when campaign is terminated by activating Platform fee. When the campaign is active these services are not billable.
The Platform Fee toggle allows users to activate or deactivate the Platform Fee for individual clients.
The "Don't show in Invoice" checkbox, when unticked, includes the Platform Fee as a line item in the invoice.
The default "Don't show in Invoice" status is unticked.
The default price for the Platform Fee is set to £500 in all currencies, providing flexibility for custom pricing.
Users can customize the Price and apply discounts as a percentage.
Users can specify the Service Start Date and End Date for accurate billing periods.
The comment field allows users to add additional information or context.
A new '+Add new' button simplifies the process of adding a new platform fee, initiating an empty form for easy entry.
Upon saving changes, the system automatically deactivates the previous platform fee, ensuring clarity and accuracy in billing.
The next invoice is seamlessly updated to align with the latest, active platform fee, streamlining the billing process.
Previous platform fee forms are rendered non-editable upon saving changes, maintaining data integrity and preventing unintended modifications.
Clients can clearly understand and manage additional multichannel service costs through the Platform Fee.
Change of Client's statuses
The chart below present the updated list of statuses needed to reflect the changes in the service model - the introduction of the Platform fee service specifically and serves to clarify its relationship with campaigns statuses as well as the activation and deactivation triggers for each service.
I Active - multichannel prospecting
Relationship with campaign statuses - If the client has at least 1 campaign that is one of the statuses bellow the client status will be Active - multichannel prospecting.
Booked: New (Reactivation) Onboarding
Active: Fixed
Active: Rolling
Active: Termination Notice
Service start and end date - Activation and deactivation triggers remain the same as currently. For new clients once the first client’s campaign is created that’s the start date for this status and for existing inactive clients once a new campaign is created. The deactivation is when the last active campaign is terminated and it’s status is changed to Inactive: On Ice.
Access to portal - Client have full access to portal during this status.
II Platform Fee Only
Relationship with campaign statuses - If all client’s campaign’s are in status Inactive: On ice, and the Platform fee service is active, the campaign status should remain active as long as the Platform fee service is active.
Service start and end date - Activation and deactivation triggers is managed on client level. Platform fee start date is when the platform fee is activated for client’s that don’t have active Prospecting fee service. End date is when the service is terminated in client settings. Deactivated requires 30 days notice, so this service is terminated once notice period expires.
Access to portal - Client have full access to portal during this status.
III Inactive
Relationship with campaign statuses - Clients that have all their campaigns in status Inactive: On Ice and don’t have Platform fee active and Inactive: Extinct clients should have client status Inactive.
Service start and end date - NA
Access to portal - Clients have access to portal only while their last active campaign status is Inactive: On Ice. Once status moved to Extinct, portal access should be ceased.
None of the platform fee services should be active for clients that are in this status.
LinkedIn Conversations page in SodaStream
Where found: SodaStream > Ops & Delivery > LinkedIn Conversations
In our ongoing efforts to enhance performance tracking and measure campaign results comprehensively, we are pleased to announce the activation of LinkedIn responses tracking within SodaStream. This feature enables the monitoring and categorization of various response types, contributing to a more detailed and insightful analysis of campaign performance.
To optimize response categorization and exclude certain responses based on predefined criteria, a comprehensive list of response types and the exclusion matrix has been provided. For details, please see below:
LinkedIn responses tracking allows for a more nuanced evaluation of campaign performance by capturing various response types.
The inclusion of an exclusion matrix ensures that responses are categorized accurately, ensuring that no email follow ups are sent for certain responses/sizes.
Add a column in Prospect page for LinkedIn responses
Where found: Client Portal > Prospects
To empower users with more detailed insights into LinkedIn outreach responses, we've introduced a new column in the Prospect table within the Client Portal.
A new column, "LinkedIn Responses," has been added to Columns drop-down menu.
The column includes the following response categories:
LinkedIn - Deferred Interest
LinkedIn - Referral
LinkedIn - Polite Decline
LinkedIn - Positive response
LinkedIn - Active Dialogue
Users can select the new column from the menu to display it in the main table.
Recorded LinkedIn responses for prospects will be visible in this dedicated column.
The exported file will now include the new "LinkedIn Responses" column.
Users can now easily track and manage LinkedIn outreach responses directly within the Portal, streamlining lead nurturing strategies.
Improvements
Reveal and copy a phone number
Where found: Client portal > Prospects
To streamline the workflow and enhance user convenience, we've implemented an improvement that allows users to automatically copy phone numbers upon clicking "Reveal" in various prospect-related sections. Users can now easily copy phone numbers by clicking "Get phone number" in the Prospect page's side menu or details page, as well as in the Intent Tracker under the Prospects tab.
The updated notifications and tooltips provide clear and informative feedback, ensuring users are aware of the successful copying of phone numbers.
Reactivation of a campaign update of multichannel
Where found: SodaStream > Campaign & Setup > Campaign settings
In response to user needs, we've introduced an enhancement that enables finance users to reactivate campaigns with new terms seamlessly. This improvement ensures that the system is up-to-date, generating a new invoice with the agreed-upon price and credits.
Finance users can now utilize the "Reactivate Campaign" button to revive a campaign with new terms, ensuring accurate billing.
Upon clicking the "Reactivate Campaign" button and updating fields like price or credits, the system automatically generates a new Multichannel platform fee form. This ensures that the next invoice reflects the most recent terms.
If the price or monthly credits remain the same as the previous setup, the old Multichannel platform fee is retained, preventing unnecessary duplication.
Prospect Search & Export Files: Missing columns
Where found: SodaStream > Ops & Delivery > Prospect search and export
To provide users with a more comprehensive export experience and align with ASLAN Exports, we've added several columns to the exported file from Prospect Search & Export:
LinkedInProfileId
LinkedInCompanyId
IsEmailFoundByAlternativeDomain
IsEmailFoundByAlternativeFirstName
InformalCompanyIndustryGroup
HowVerified
ClientLastEmail
ClientLastEmailDays
State
Undelivered
ProspectStatus
CompanyClean
CompanyCleanSource
EmailProvider
ClientStatus
SF_WEEKDAY_PLUS updated values
Where found: SodaStream > Email templates
This update focuses on the SF_WEEKDAY_PLUS variable, ensuring that it is populated with more accurate spelling for days of the week.
CRM Integrations: JsonToken alignment for campaigns under 1 client
Where found: Client portal > Tech config > CRM Sync
In response to challenges faced by the client "Bauwatch (UK) Limited," who has six Sopro campaigns with six associated Salesforce CRM Integrations using a single Salesforce account, we have enhanced the token management system to address continuous CRM integration challenges arising from expired access/refresh tokens.
The JsonToken will now be automatically updated in the IntegrationCampaign for all campaigns associated with the client. This ensures that the latest token is utilized simultaneously for all campaigns and the CRM integrations will be intact.
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