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Peter Watt

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Latest activity by Peter Watt
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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,

    How do I solve the "Sign in with Google temporarily disabled for this app" error?

    You will need to ensure that your G-Suite Administrator whitelists the ChurnZero application within Google. Instructions on how to do this can be found here.

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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,

    Editing V1 Plays

    When Plays were first introduced, you only had the option to target one entity, contacts. As we heard more from our customers, there was an increased demand to target Accounts, as well as contacts....

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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,

    Troubleshooting In-App Content

    Verify that a Success Panel is turned on for your accounts In order to send in-app content to a contact, there must be a Success Panel turned on for that particular account. You can check this very...