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Matt Schlosser

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  • Creating a WalkThrough

    In This Article Enabling WalkThroughsConfigure WalkThroughsWalkThrough StylingWalkThrough StepsWalkThrough Step Styling Note: ChurnZero WalkThroughs is an add-on module. Please reach out to your Ch...

  • Configure a CSAT Campaign

    Customer Satisfaction (CSAT) is a measure of how products and services supplied by a company meet or surpass customer expectation. The ChurnZero CSAT Survey question is open to complete customizati...

  • Configure a CES Campaign

    Customer Effort Score (CES) Surveys help you measure how your customers feel about the amount of effort it took for them to interact with your product or company. Like NPS, these surveys are standa...

  • Configure an NPS Campaign

    Net Promoter Score, or NPS, is a management tool that can be used to gauge the loyalty of a firm's customer relationships. It serves as an alternative to traditional customer satisfaction research ...

  • 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 ...

  • 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...

  • 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...

  • 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...

  • Play Step: In-App Announcements

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

  • 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...