1.94.00 (13.03.2025)
A deployment of a new version of SodaStream and Client Portal.
Client Portal updates
Enhancement: Portal Sent Email tab #CX
We'd like to inform you that the Sent Email tab in the Portal will be going live on 14.03.2025. This enhancement provides both internal portal users and clients with improved visibility into the prospecting emails being sent to prospects.
What’s Changing?
Portal users can now review all sent prospecting emails from a single view and with just one click. Previously, email previews were only accessible within the Prospect's activity feed, requiring significantly more time and effort to review.
Within the Sent folder Internal Sopro users can:
Review sent emails to gain insights for template improvements.
Click to view Prospect details right from the email preview, to get the context needed re prospect industry, size, and job title needed for the review.
Apply filters to analyze emails based on:
Email Stage
Template Name
Date & Sales Agent
For clients, this update provides easy access to all emails being sent, offering transparency for those who want to review their prospecting emails.
Why This Matters?
Enables internal teams to get insights that will drive improvements to email templates.
Enhances transparency for clients who want to review their prospecting emails.
Action Required
Client-facing teams can proactively present this feature to clients during the next opportunity, such as a review call, and support its use by sharing relevant client use cases.
Any functionality feedback or issues should be flagged to the Product team post-release; and any template content feedback or issues should be flagged to the R&D team.
Improved Webchat Lead Handling: Automatic Prospect Matching & Campaign Assignment #CX
We’ve enhanced how Webchat leads are processed to ensure better visibility and accurate campaign assignment. Now, Webchat leads that are not already engaged Sopro prospects will be automatically sourced from our database and displayed in the portal.
What’s New?
Prospect Matching from Sopro Data – If a Webchat lead is not already an engaged prospect, we will attempt to identify the company using the email domain and match it to our data.
Visibility in Portal – Webchat leads will now be recorded under the Prospect’s Last Activity, giving you a clear view of interactions.
Automated Campaign Assignment – Leads are now assigned to campaigns based on the following rules:
If the prospect is linked to a client that has one campaign, the lead is assigned to that campaign.
If the prospect is linked to a client that has multiple campaigns, assignment depends on the Sales Agent who handled the conversation:
The system will check which campaign the Sales Agent is connected to and assign the lead accordingly.
If the Sales Agent is part of multiple campaigns, the lead is assigned to the first active campaign of the client.
Handling Form-Based Webchat Leads – If no Sales Agent is involved (e.g., leads submitted via a Webchat form):
If the client has one campaign, the lead is assigned to it and associated to Sales Agent - Sopro Webchat.
If the client has multiple campaigns, the lead is assigned to the first active campaign and associated to Sales Agent - Sopro Webchat.
How Does This Benefit You?
✅ More Accurate Lead Tracking – Webchat leads are now properly categorized and assigned within campaigns. ✅ Clearer Prospect History – All Webchat interactions will be recorded under Last Activity for better lead management. ✅ Automated Lead Assignment – No manual effort needed to ensure Webchat leads are linked to the right campaigns.
Webchat Leads Now Transferred to our client's CRM via Multichannel Integration #CX
According to the previous improvement, we’ve improved how Webchat leads are handled to ensure every potential opportunity is captured in our client's CRM. If a Webchat lead comes from a prospect who has not previously engaged, it will now be automatically transferred to your CRM using our standard Multichannel CRM integration.
What’s New?
Automatic CRM Transfer – Webchat leads are now seamlessly sent to your CRM, ensuring no leads are missed.
Smart Data Completion – If any required information is missing, fallback rules will populate the fields before sending the data.
First Name: Uses the provided name or defaults to the email address if unavailable.
Last Name: Uses the provided name or defaults to "Sopro Webchat lead" if unavailable.
Email Address: Always required and included.
Supported CRMs – This update ensures correct field mapping for all four supported CRMs: Zoho, Pipedrive, HubSpot, and Salesforce.
How Does This Benefit You?
Ensures every Webchat lead is captured and properly followed up within your CRM.
Standardizes lead data for consistency and better sales tracking.
Saves time by automating the lead transfer process, reducing manual data entry.
Update: Removal of "Last 30 Days" Filter from Prospects Page and Intent Tracker #CX
To optimize the Prospects page and Intent Tracker, we have removed the default "Last activity date" filter.
What’s Changing?
The "Last activity date" filter has been removed from both the Prospects page and Intent Tracker.
This change will not impact performance speed as the pages have been optimized to function without this default filter.
Why This Matters?
✅ More flexibility – Users can now view all data without the constraint of the "Last activity date" filter.
✅ Improved performance – Removing the filter helps enhance page speed and responsiveness. ✅ Streamlined experience – Simplifies the user interface for easier navigation.
This update ensures faster, more flexible access to your data while maintaining high performance. 🚀
Fix: "Show Entries" Menu Sorting Issue in Campaign Inbox and Outbox #CX
We have resolved an issue with the "Show Entries" select menu on the Campaign Inbox and Campaign Outbox pages.
What Was Happening?
When clicking the "Show Entries" menu, instead of allowing users to select how many entries to display on the page, it sorted the entries unexpectedly.
What’s Fixed?
✅ The "Show Entries" menu now works correctly, allowing users to choose how many entries they want to display on the page (e.g., 10, 25, 50, etc.). ✅ This update ensures that the entries are displayed based on your selected preference, without automatic sorting.
Why This Matters?
🔹 Improved user control – You can now easily choose how many entries to view without unexpected sorting behavior. 🔹 Better usability – Provides a more intuitive experience for navigating your inbox and outbox.
This fix restores the intended functionality, giving you more control over how data is displayed in your Campaign Inbox and Outbox. 🚀
Resolved: No Recorded Visits for Second Tracking Domain in Bioproduction Campaign #CX
We are investigating an issue affecting visit tracking for the Bioproduction campaign under Revitty Discovery Limited.
What Was Happening?
The campaign had two tracking domains: ✅ The first domain was tracking visits correctly. ❌ The second domain (https://www.revvity.com/category/chosource-platform) had a verified tracking plugin but was not recording visits.
What’s Fixed?
✅ Tracking for https://www.revvity.com/category/chosource-platform is now fully operational. ✅ Visits are being recorded correctly, ensuring complete campaign insights.
What This Means for You
🔹 Accurate tracking across all assigned domains. 🔹 No data gaps, ensuring better visibility into campaign performance. 🔹 No action needed—the fix is already in place!
Thanks for your patience, and let us know if you have any questions! 🚀
Product/Process updates affecting clients
Enhancement: Click-to-Dial Phone Numbers in Web Goal Notifications #CX
We’ve improved the Web Goal notification emails by making the prospect’s phone number clickable, allowing users to dial directly from their device.
What’s New?
📞 Clickable phone numbers – Tapping the number on a mobile device will now open the default calling app. 💻 Desktop dialer support – If users have a dialer linked to their PC, clicking the number will automatically initiate a call.
Why This Matters?
✅ Speeds up the calling process, reducing manual dialing. ✅ Supports mobile and desktop users for a seamless experience. ✅ Enhances efficiency and responsiveness when following up with prospects.
This update makes it easier than ever to call prospects directly from Web Goal notifications—saving time and improving outreach efficiency. 🚀
Enhancement: Right-to-Left (RTL) Formatting for Generative Messaging in Middle Eastern Campaigns #CX
We have introduced a right-aligned, right-to-left (RTL) text formatting option for Generative Messaging (GM) to better support campaigns targeting government officials in Saudi Arabia and other Middle Eastern countries.
What’s New?
When a campaign is set up for Middle Eastern audiences, the Generative Messaging (GM) content will now be right-aligned and follow right-to-left (RTL) formatting.
This ensures that emails feel appropriately formatted and culturally aligned when received by officials in Saudi Arabia and other Arabic-speaking regions.
Why This Matters?
✅ Improved readability – Messages appear naturally formatted for Arabic-speaking recipients. ✅ Enhanced professionalism – Ensures emails look polished and correctly structured. ✅ Better engagement – Increases clarity and response rates by aligning with regional expectations.
Improved Lead Status Handling in CRM Integrations #CX
We’ve enhanced how lead statuses are updated in your CRM to prevent high-priority leads from being overwritten by lower-priority intent signals.
What’s New?
Lead Events Now Take Priority – If a prospect has already triggered a lead event (e.g., a positive response), intent events (e.g., website visits) will no longer overwrite their lead status in the CRM.
Applies to All Supported CRMs – This update ensures accurate lead tracking across HubSpot, Zoho, Salesforce, and Pipedrive.
Why This Matters
✅ More Accurate Lead Insights – Sales agents can now focus on high-priority leads without them being downgraded by intent events. ✅ Better CRM Reporting – Ensures that lead events created by Sopro remain visible, improving lead management and sales tracking. ✅ Improved Filtering – Sales agents can confidently filter and prioritize leads without missing key opportunities.
Internal process updates
Fix: Responder Account Edits Not Saving Correctly #Ops
We have resolved an issue where edits to responder accounts were not being saved correctly and were reverting back to their previous setup after a few hours.
What Was Happening?
Changes to forwarding email addresses (e.g., updating to [email protected]) and response types (e.g., setting to Deferred Interest) were reverting back after a few hours.
Updates to the campaign name field in responder accounts were also resetting to their previous values.
Deleting and recreating the account allowed changes to be saved, but further edits after creation were not retained.
What’s Fixed?
✅ The system now properly saves edits to responder accounts. ✅ Updates to forwarding email addresses, response types, and campaign names are now persistently stored without reverting.
Why This Matters?
🔹 Ensures accurate responder management without needing to delete and recreate accounts. 🔹 Improves efficiency by eliminating the need for repeated manual updates. 🔹 Provides a more reliable and predictable editing experience.
This fix ensures all responder account changes are saved as expected and remain in place. 🚀
Fix: "Create New" Button Missing When Adding Users to a Newly Requested Domain #Ops #IT
We have resolved an issue where users were unable to add new users to a domain after requesting it in Campaign Settings.
What Was Happening?
After requesting a new domain, it was successfully initialized by IT admins.
However, when searching for the domain in the main table, the "Create New" button (used to add users) was missing.
What’s Fixed?
✅ The "Create New" button now appears as expected, allowing users to add new users to the requested domain.
Why This Matters?
🔹 Ensures seamless domain setup without unnecessary delays. 🔹 Allows teams to quickly add users and proceed with campaign configurations. 🔹 Improves overall user experience and workflow efficiency.
With this fix, newly requested domains are fully functional as soon as they are initialized. 🚀
Fix: "IP Match Verify Days" Input Field Not Appearing #Ops
We have resolved an issue where the "IP Match Verify Days" input field did not appear after activating Verification Days in Campaign Settings > Prospecting Details and Notifications.
What Was Happening?
Users enabled Verification Days, expecting an input field to specify IP Match verify days.
However, the input field did not appear, preventing users from entering verification details.
What’s Fixed?
✅ "IP Match Verify Days" input field now appears immediately when Verification Days is activated. ✅ Users can now properly specify the number of verification days as intended.
Why This Matters?
🔹 Ensures full control over IP Match verification settings. 🔹 Eliminates workarounds and missing configuration options. 🔹 Improves accuracy and flexibility in managing campaign settings.
With this fix, users can now correctly configure IP Match verify days without any issues. 🚀
Update: Inbound/Outbound Checkboxes Now Greyed Out for Restricted Roles #Ops
We have updated the Inbound/Outbound activation checkboxes in schedule creation and editing to improve clarity for users without the necessary permissions.
What’s Changed?
For roles without permission to activate Inbound/Outbound, the checkboxes will now be visible but greyed out.
Users can see the settings but will not be able to modify them unless they have the required permissions.
Why This Matters?
✅ Improved clarity – Users can now see that the option exists, even if they can’t modify it. ✅ Better user experience – Eliminates confusion around missing settings. ✅ Ensures role-based control – Only authorized users can activate or deactivate Inbound/Outbound settings.
This update makes it clearer which settings are available while maintaining proper access control. 🚀
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