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Matt Schlosser

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Activity overview

Latest activity by Matt Schlosser
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    Matt Schlosser created an article,

    Taking Action from Segment Results

    From your Segment results, you can easily perform actions for multiple accounts or contacts at one time. For example, let's say you are viewing a Segment of accounts that have a renewal in the next...

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    Matt Schlosser created an article,

    Play Step: Add to Journey

    Combining Plays and Journeys can be a powerful way to automate customer interaction. While you may have an amazing Onboarding Journey set up to track customer progress, you may also want to automat...

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    Matt Schlosser created an article,

    Entry and Exit Criteria

    Entry and Exit Criteria are useful automation tools which help ensure that contacts and accounts begin or drop out of plays when desired or necessary. Entry Criteria Once you have created a play, n...

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    Matt Schlosser created an article,

    Play Step: Update Contact or Account

    When adding Play Steps, you can choose to update a Contact or Account Attribute as part of the Play. The option to update an Account or a Contact field corresponds with the play Target type that ha...

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    Matt Schlosser created an article,

    Play Step Send Email

    Selected Step Details If you are creating a One-Time Play you will have the option to determine at what date/time the email is sent. If it is a Continuous Play, you can determine when the email is...

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    Matt Schlosser created an article,

    Play Step: Create Task

    Selected Step Details If you are creating a One-Time Play you will have the option to determine at what date/time the Task should be created. If it is a Continuous Play, you can determine when the...

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    Matt Schlosser created an article,

    Play Step: In-App Announcements

    Note: In order for an in-app announcement to show up for a contact, their account must qualify for an active success panel. Learn more about success panels here. Selected Step Details If you are cr...

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    Matt Schlosser created an article,

    Understanding Plays

    Plays empower you to proactively engage with your Contacts and Accounts at the right times based on a wide variety of factors. This could be usage of your product, their point in the customer life ...

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    Matt Schlosser created an article,

    Segment Column Sets (Results Views)

    Segment Column Sets let you save frequently used views of your Segment results. With Segment Columns Sets it is easy to share meaningful views of customer data with all team members, quickly view t...

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    Matt Schlosser created an article,

    WalkThrough Report

    Note: ChurnZero WalkThroughs is an add-on module. Please reach out to your ChurnZero CSM for pricing and feature activation. The WalkThrough Report provides powerful insights into the performance o...