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ChurnZero Customer Success

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Latest activity by ChurnZero Customer Success
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    ChurnZero Customer Success created an article,

    All Widget Types - Filters (Account Insights)

    Please Note: Account Insights are only available in the ChurnZero Enterprise Edition. Please contact your ChurnZero Customer Success Manager for pricing and edition activation.  On the Filters tab ...

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    ChurnZero Customer Success created an article,

    Creating a New Account Insight Report

    Create a New Account Insight Report Please Note: Account Insights are only available in the ChurnZero Enterprise Edition. Please contact your ChurnZero Customer Success Manager for pricing and edit...

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    ChurnZero Customer Success created an article,

    Integrate Using Amazon S3

    ChurnZero can connect to an Amazon S3 bucket to easily import data into your tenant. Using this method, ChurnZero will scan a specified bucket that you have authorized to look for files that will t...

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    ChurnZero Customer Success created an article,

    Custom Survey Reporting

    To see the results of a Survey Campaign, click Surveys > Active from the Navigation Panel on the left. Click the desired campaign to access the report. You can filter this report to only display re...

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    ChurnZero Customer Success created an article,

    Configure a Custom Survey

      Create Your Custom Survey To begin creating a new Custom Survey, select "Drafts" under Surveys from the main Navigation Bar. This will take you to a list of all of your inactive Surveys. Then cli...

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    ChurnZero Customer Success created an article,

    Customer Success Team Profile: GoCanvas

    Quick Stats: Web: https://gocanvas.com/            Industry: Mobile Software               This month’s team feature profiles GoCanvas, a mobile platform that makes it simple for any business to a...

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    ChurnZero Customer Success created an article,

    Does ChurnZero Integrate with any Dialers?

      Dialing Out of ChurnZero We utilize your Dialer's browser extension so you can launch calls directly from within ChurnZero. You only need 2 things in order to get this setup: Download your Diale...

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    ChurnZero Customer Success created an article,

    Play Step: Update Custom Table

        When adding Play Steps, you can choose to update a Custom Table Record as part of the Play. Below are are few examples showing what you can automate with this type of Play Step: When an Accou...

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    ChurnZero Customer Success created an article,

    Customer Success Team Profile: Device Magic

    Quick Stats: Web: https://devicemagic.com         Industry: Mobile Software               Device Magic’s CS department is a small but mighty team of 5 CSMs. That said, at Device Magic Customer Suc...

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    ChurnZero Customer Success created an article,

    Tips and Tricks - Automated Follow Ups on Emails Sent from Plays

    Did you know that you can set automated follow ups on the emails you send from ChurnZero Plays? Join Chase Tinkham, Customer Success Manager, to learn how!