Peter Watt
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Activity overview
Latest activity by Peter Watt-
Peter Watt created an article,
A Guide to Custom Field Types
Field Type Description Small Text A free text field that enables you to input one line of free text.These fields have a limit of 256 characters Large Text A free text enables you to inpu...
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Peter Watt created an article,
Customer Success Team Feature: Criteria Corp
Quick Stats: Website: http://www.criteriacorp.com/ Industry: Employment Testing Headquarters: Los Angeles, CA Criteria Corp’s Customer Success Team (and a few furry friends) Criter...
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Peter Watt created an article,
Usage Data: Mixpanel
Real-time product usage data is a central component of ChurnZero. With usage data in ChurnZero, your teams can analyze usage trends at the Contact and Account levels, incorporate usage into custo...
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Peter Watt created an article,
Setting WalkThrough Global Styles
In addition to giving you the flexibility to customize styles at the Step and WalkThrough level, you can also set Global Styles that will apply to all WalkThroughs. In order to adjust WalkThrough ...
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Peter Watt created an article,
Managing Objects and Fields
As your processes mature, you may find the need to add more fields to the ChurnZero application. The Custom Fields section allows you to add, edit, re-order, and group fields together so you have c...
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Peter Watt created an article,
Azure SSO via SAML
Create Azure App ChurnZero does not have an app within the Azure AD application gallery. To create a non-gallery application follow these instructions. Once this is complete, you will need your: ...
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Peter Watt created an article,
CSV Imports
To access Admin > Imports, you must have the "Dev Tools" user permission. In order to support the batch loading of Accounts, Contacts, Events, or Custom Table information, ChurnZero allows the abi...
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Peter Watt created an article,
Play Step: Remove from Journey
When setting up your Journeys, you can determine the criteria for when that Journey is completed. However, you may have other factors that determine if an account leaves a Journey. Use our "Remove ...
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Peter Watt commented,
Hi Amie, Yes that is an option! You could create that email address as a ChurnZero user and then you can add them as a BCC to your plays or manual messages.
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Peter Watt created an article,
Pushing ChurnZero Messages back to Salesforce as a Custom Table
We have the ability to sync messages that were sent out of ChurnZero (in-app announcements and plays) back to Salesforce into a custom object. In order for this to be done, the client must first cr...