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1.90.00 (28.01.2025)

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

Client Portal updates

Introducing the "Sent" Tab in the Campaign Inbox #CX

THIS FEATURE IS VISIBLE ONLY FOR THE INTERNAL CAMPAINGS AND IT WILL BE ROLLED OUT EXTERNALY IN THE NEXT PERIOD

Where found: https://portal.sopro.io/campaign-outbox

The Campaign inbox in the Portal now includes a "Sent" tab, enabling users to review sent emails, validate email content against prospect and company context, and access relevant prospect details seamlessly.

The "Sent" tab lists all sent emails, allowing users to verify sent content and ensure alignment with campaign context. Clicking on an email opens the entire thread, showing all messages exchanged with the prospect, ordered from most recent to oldest.

If a prospect has replied to an email, the reply is visible within the thread under the most recent sent email entry for that prospect.

Clicking on a prospect's email opens their details in a side modal for additional context.

The search button will be filtering by email address only.

This feature enables our clients to confirm that sent emails match the context of the prospect and campaign.

Revised Reports Design for Improved Usability #CX

Where found: https://portal.sopro.io/report

Based on valuable feedback from Customer Success (CS) team, a series of quick visual improvements have been made to the Reports interface. These updates aim to enhance the usability and adoption of reports, making it easier for users to interpret key metrics and navigate the interface. The changes are designed for quick development and significant user impact.

  • The colors in the reports have been adjusted to improve clarity and make key metrics stand out. This helps users quickly identify critical information at a glance.

  • In the expanded view, statistics are now displayed next to the expandable column rather than at the end. This change ensures that stats are more visible and accessible, with the cell size adjusted for better readability.

  • Rows are now highlighted when users hover over them, improving the interactive experience and making it easier to track and analyze specific data points in the report.

  • The Channel Coverage column has been removed from the report. The calculation was deemed overly complex and did not accurately reflect the actual channel coverage, with limited meaningful impact when a channel was added.

  • The AdSync column now displays "ON" or "OFF" instead of audience numbers because audience match percentages vary across platforms like Google Ads, Meta, and LinkedIn, making exact numbers unreliable:

    • If the AdSync value is greater than 0, it will now display "ON."

    • If the AdSync value is 0, it will display "OFF."

These visual changes will make reports easier to read and interact with, supporting faster decision-making and clearer insights.

Displaying Full URLs for Website Visits in the Portal's activity feeds #CX

To enhance the clarity and utility of website visit tracking, the system now displays the full URL for each recorded website visit. This update helps distinguish visits across different pages or subdomains, especially when one plugin is installed on multiple websites.

Website visits will now show the complete URL, including the specific page or subdirectory visited.

  • Examples:

    • peopleactivation.com/

    • peopleactivation.com/our-approach/

Webchat Framing/Windowing Fix for Browsers #CX

Users reported a scaling issue with the webchat interface on some browsers when accessed on laptops. The "Apply Changes" button was not visible unless users manually adjusted their browser zoom to -67%, causing usability challenges.

The webchat interface has been optimized to ensure proper scaling.

Fix for correct connection of Email Template Engagement with Re-contacting Profiles #CX

Where found: https://portal.sopro.io/prospects

A fix has been implemented to ensure that the correct email template is displayed when a campaign has re-contacting activity, and the user selects an email profile that includes re-contacting.

The system has been updated to ensure that when a re-contacting email profile is selected in a campaign, the relevant email template is automatically displayed. This fix ensures that the template shown aligns with the re-contacting activity and the email profile selected by the user.

This fix makes it easier for users to manage the email templates aligned with the re-engagement or re-contacting strategies within their campaigns, and make more informed decisions.

Product/Process updates affecting clients

Mobile Phone Numbers Now Available in Web Goal Notifications #CX

The aim of this update is help our clients connect with their intent prospects faster than ever before.

Starting today, web goal notifications will automatically display prospect mobile phone numbers (when available) right within the notification itself. This means you can immediately reach out to prospects while their interest is at its peak.

Here's what's changed: When a prospect's phone number is available in our system, you'll see a prompt in the notification that says "Why not call them now, here is their number: [number]."

The update works seamlessly with our existing phone reveal system and is automatically enabled for all clients who receive web goal notifications. If a prospect's number isn't available, you'll still receive all other notification details as usual.

This enhancement is designed to streamline our multichannel workflow and help our clients engage with prospects at the moment they show interest.

Automatic First Invoice Issuance #CX

The system has been updated to automatically issue the first invoice 7 days after the contract start date. This improvement ensures that clients receive timely and accurate invoices in alignment with their payment terms, avoiding situations where invoices are sent before clients have met their account managers.

Arrears Clients:

  • The system will automatically issue one invoice for the setup fee 7 days after the contract start date.

Advanced Clients:

  • The system will automatically issue two invoices 7 days after the contract start date:

    • Line Item 1: For the setup fee.

    • Line item 2: For the first multichannel invoice.

This update ensures invoices are sent after initial onboarding interactions, reducing confusion and enhancing the customer journey.

Internal process updates

Introducing Modal for "Push Sender Info to AIM" and selecting Campaign Audience #CS #Ops

Where found: https://sodastream.sopro.io/Campaign/CampaignsList?status=true

We’ve enhanced the "Push sender info to AIM" functionality by introducing a modal that allows users to select the relevant sender name and campaign audience before sending the information to AIM.

Clicking the "Push sender info to AIM" button now displays a modal with interactive options for streamlined selection. Users can select a sender name from the available list (existing functionality, no changes made). Users can now choose from all active campaign audiences associated with the selected campaign.

This improvement provides flexibility by allowing users to configure campaign audience before sending data to AIM, ensuring that the Generative messages will be tested with relevant prospects and the accurate context.

Automating the Marking of Newsletters as Invalid #Ops

Where found: https://sodastream.sopro.io/Responder/ResponderMessageImap

To streamline the Responder Inbox workflow, a new rule has been implemented to automatically mark responses as invalid when they originate from specific email addresses commonly associated with newsletters. This update reduces the volume of unresolved responses, enabling the team to focus on actionable items.

Responses will be automatically marked as invalid when the "FROM" email address matches any of the following:

Responses from these addresses will no longer appear in the unresolved responses list, helping reduce inbox clutter.

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