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
- 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
Surveys
- Overall Survey Report
- Getting Started with Surveys
- Configure an NPS Campaign
- Design your NPS Survey
- Configure a CES Campaign
- Design your CES Survey
Admin
- A Guide to Custom Field Types
- Configuring Calendar Integrations
- Using Folders for Segments, Plays, Journeys, Surveys
- Multiple Contacts on Tasks and Activities
- Managing Objects and Fields
- Azure SSO via SAML
In-App Tools
- Understanding Success Panels
- Creating Success Panels
- How can I test my In-App Announcements?
- Announcement Styles
- Creating a WalkThrough
- WalkThrough Report
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