1.93.00 (24.02.2025)
A deployment of a new version of SodaStream and Client Portal inside the regular release window.
Client Portal updates
Improved Website Visit Tracking for Website Plugin #CX
What’s Changing?
We’ve enhanced the way our Website Plugin tracks visits to ensure that all relevant traffic is accurately recorded. Previously, the system only tracked visits that exactly matched the website URL entered in the Website Plugin page. This meant visits with slight variations—such as “www.” vs. non-“www.” or “http” vs. “https”—were not being logged.
What This Means for You
Visits will now be tracked even if the URL format differs slightly from what is entered in the system.
This ensures more accurate reporting and eliminates the need to manually adjust the website field to capture all visits.
Who Is Affected?
This issue was primarily reported by one campaign (Neudata), but this fix ensures all clients benefit from more comprehensive visit tracking.
This update improves data consistency and ensures that no potential leads are missed due to minor website URL variations. 🎯
Update: ‘SDR - Webform’ Renamed to ‘SDR Direct Sign Up’ with Merged Actions #CX
What’s Changing?
To improve consistency, we’ve renamed ‘SDR - Webform’ (in Reporting) and ‘SDR - Inbound Webform’ (in Prospect SDR actions) to ‘SDR Direct Sign Up’.
Additionally, for clients who already had an ‘SDR Direct Sign Up’ action, we have merged the values from the previous SDR actions into a single unified action.
What This Means for You
Simplified Reporting: The SDR action will now appear as ‘SDR Direct Sign Up’ across both Log an SDR and Reporting sections.
No Data Loss: Any historical data from the previous actions has been merged into this unified category.
Clearer Insights: This update ensures consistency in tracking inbound sign-ups from SDR activities.
This change provides a more streamlined experience and ensures all relevant data is captured under a single, clear action. ✅
New Feature: ‘Visitor Conversations’ View in Webchat Inbox #CX
What’s New?
We’ve introduced a new ‘Visitor Conversations’ view in the Webchat Inbox, making it easier to quickly filter and access all conversations that include a visitor message.
How It Works
New Default View: In Portal → Sopro Webchat → Views, a new ‘Visitor Conversations’ view has been added.
Comprehensive Conversation Tracking: This view lists all conversations where a visitor has sent at least one message, including interactions with block input forms and sales agents.
New ‘Visitor Message’ Variable:
The first message sent by the visitor is now assigned a ‘visitor message’ variable.
This variable is available in filters, allowing webchat users to customize their views—for example, filtering conversations by assigned agent or viewing conversations with no agent assigned (form-based conversations).
What This Means for You
Faster Access: Quickly find visitor conversations without searching manually.
Customizable Views: Use the ‘visitor message’ variable in filters to create tailored conversation views.
Better Chat Management: Easily track visitor interactions, improving response efficiency.
This update makes managing Webchat conversations more intuitive and organized! 🚀
New Feature: ‘Webchat Leads’ View in Webchat Inbox #CX
What’s New?
We’ve introduced a new ‘Webchat Leads’ view in the Webchat Inbox, allowing quick access to all conversations where a visitor has provided contact details and has been marked as a Lead.
How It Works
New Default View: In Portal → Sopro Webchat → Views, a new ‘Webchat Leads’ view has been added.
Lead Identification: This view lists all conversations where a visitor has:
Left their contact details (via a form or chat).
Been categorized as a Lead by the webchat system.
Engaged in a conversation with block input forms or sales agents.
New ‘Webchat Lead’ Variable:
Conversations with confirmed leads now have a ‘Webchat Lead’ variable assigned.
This variable is available in filters, allowing users to customize their views—for example, filtering by assigned agent or viewing lead conversations with no agent assigned.
What This Means for You
Faster Lead Management: Quickly access and follow up on webchat leads without manual searching.
Better Filtering Options: Use the ‘Webchat Lead’ variable to create tailored lead views.
Improved Sales Efficiency: Easily track and manage lead conversations, ensuring no potential customer is overlooked.
This update makes it easier to manage and act on high-value Webchat interactions! 🚀
Fix: ‘Last Activity Date’ Now Updates for Re-Contacted Prospects #CX
What’s Changed?
We’ve fixed an issue where the ‘Last Activity Date’ column in the Portal → Prospects tab did not update when a prospect was re-contacted. Previously, this field only reflected the date of the last chaser email, even if the prospect was contacted again later.
What This Means for You
The ‘Last Activity Date’ will now correctly update to reflect the most recent re-contacting date.
You’ll have more accurate tracking of outreach activities for each prospect.
This ensures better visibility into your campaign progress and follow-up efforts.
With this update, your prospect activity data will be more reliable, helping you manage engagements more effectively! ✅
Internal process updates
Simplified Messaging Setup in Campaign Settings #CS #Ops
What’s Changing?
We’ve made it easier to access and configure messaging for your campaigns by moving the Messaging section out of Campaign Settings and into its own dedicated setup interface. Now, you can access it directly via a new "Messaging Setup" button.
What This Means for You
Easier Access: No more unnecessary navigation—messaging settings are now available in a dedicated modal or page.
Faster Campaign Updates: Campaign settings can now be saved without triggering messaging-related validation errors.
Streamlined Messaging Configuration: When editing messaging, existing validation rules (such as word count and required fields) will still apply, ensuring quality control.
Seamless Updates: Any changes made in the Messaging Setup will be reflected instantly in the campaign settings.
This update improves efficiency, reduces friction, and ensures a smoother campaign setup experience! 🚀
Faster Campaign Settings with Improved Accordion Loading #CS #Ops
What’s Changing?
We’ve optimized the Campaign Settings page to improve loading speed and performance. Previously, all sections (accordions) loaded their data at once, which could slow down the page.
What This Means for You
When opening Campaign Settings, only the Booking Details section will be expanded by default.
Other sections will remain collapsed until you expand them.
This update ensures a smoother experience, especially for larger campaigns with more data. 🚀
New Validation: ‘Prompt Intro’ is Now Required for Generative Templates #CS #Ops
What’s Changing?
We’ve introduced a new validation rule to ensure generative templates are correctly configured before saving. If the ‘Prompt Intro’ field is left empty, the template will no longer be saved, and a toast notification will prompt you to add the missing content.
What This Means for You
Prevents Errors: Ensures messaging is successfully generated when uploading prospects or using the template in the Portal.
Clear Guidance: If the ‘Prompt Intro’ is empty, a notification—"Prompt Intro content is required"—will appear, prompting users to complete the field.
Applies to All Stages: This validation is now enforced across all stages of generative messaging setup.
This update helps maintain the integrity of generative templates, preventing issues and ensuring smooth campaign execution. 🚀
Fix: Re-Contacting Now Allowed for Prospects with SDR Logs #Ops
What’s Changing?
We’ve updated the system to ensure that when re-contacting (duplicate days) is enabled, prospects with an existing SDR log can still receive a new round of email outreach.
What This Means for You
Previously: Prospects with an SDR log were blocked from re-contacting, preventing further outreach.
Now: The system allows email outreach for these prospects, ensuring continued engagement.
Improved Follow-Ups: This update helps maintain seamless prospect communication, even after an SDR interaction.
With this fix, your re-contacting strategy will work as expected, ensuring no missed opportunities! ✅
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