Feature Documentation
Topic hub to learn about ChurnZero features
Dashboards
Segments
- Getting Started with Segments
- Segment Navigation
- Understanding the Different Segment Types
- Creating a Segment
- Account Segment Filters
- Contact Segment Filters
Alerts
Journeys
- Getting Started with Journeys
- Setting Up Your Journeys
- Setting Up Your Milestones
- Creating Milestone Steps (Achievements and Tasks)
- Journey Reporting
- Milestone Reporting
ChurnScores
Playbooks V1
- Editing V1 Plays
- Understanding Plays
- Creating A One-Time Play
- Creating a Continuous Play
- Entry and Exit Criteria
- Play Step: Send In-App Announcement
Playbooks
- Understanding Plays
- Entry and Exit Criteria
- Play Step: Send Email
- Play Step: In-App Announcements
- Play Step: Update Contact or Account
- Play Step: Create Task
Net Promoter Score Campaigns
- Getting Started with Net Promoter Scores
- Creating a New NPS Campaign
- Designing Your NPS Survey
- Viewing NPS Reports and Results
- Automate Follow Ups For NPS Responses
- Edit NPS Response
Admin
- Multiple Contacts on Tasks and Activities
- Managing Objects and Fields
- Azure SSO via SAML
- CSV Imports
- GMail OAuth Verification Process
- Whitelist the ChurnZero Gmail & Google Calendar Applications within G-Suite
In-App Tools
Slack Integration
Managing Users
Email Settings
- Daily Email Digest
- ChurnZero Email Integration - Security
- Configuring the Outlook 365 Integration
- Configuring the Gmail Integration
- Email Templates
- Unsubscribe from Marketing Emails