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Scott Polidoro

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Latest activity by Scott Polidoro
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    Scott Polidoro created an article,

    How can I change what is shown under the Contact tab on the Account Profile page?

    If you have access to the Admin>General page, you can configure what is shown under the Account profile's Contact tab. This can be done by navigating to Admin>General and clicking on "Customize Fie...

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    Scott Polidoro created an article,

    ChurnZero Only User Hierarchy

    There are a few CRM’s that allow us to mirror the hierarchy set up within the CRM (SFDC, NetSuite, Dynamics, and Zendesk Sell as of 6/21/22). Any customers connecting with a different CRM or not co...

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    Scott Polidoro created an article,

    Pausing Surveys & the Impact upon Email Reminders

    After you activate your survey campaigns, you may want to pause them to avoid sending out new surveys when you want to update your settings. The points below explain the implications of pausing you...

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    Scott Polidoro created an article,

    How should I test my surveys?

    If you would just like to view an example of the formatting of your survey message, you can do so by using the 'Send me a test' option in the Survey Campaign settings. However, if you would like to...

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    Scott Polidoro created an article,

    What happens if we send 2 (or more) in-app announcements to a contact at once?

    While using ChurnZero to reach out to your customers, you may want to send 2 or more in-app announcements at the same time. The expected behavior for these multiple announcements will differ depend...

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    Scott Polidoro created an article,

    Play Step: Remove from Play

    You can use our "Remove from Play" Play Step to remove an Account or Contact from the Play where the step resides. You can also designate whether the Account/Contact will be exited as Completed, as...

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    Scott Polidoro created an article,

    Play Step: Add to Play

    You can set up a Play to trigger multiple actions with your customer, but you may also want to automate engagement that utilizes actions from a Play that you have already set up. This is possible i...

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    Scott Polidoro created an article,

    Deleting ChurnScores

    If you no longer want to use a ChurnScore for any of your accounts, it can be deleted via the ChurnScore Edit page. You will not be able to delete the ChurnScore if it is referenced in any Segment...

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    Scott Polidoro created an article,

    How Can I Include URL Merge Fields in a Message

    When drafting a message, you may want include a calendar scheduling link or some other web page link that is contained in one of your custom fields. You can find more information on adding these cu...

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    Scott Polidoro created an article,

    Configuring Calendar Integrations

    The Calendar Integration allows you to easily display your customer meetings on your Command Center allowing you to take follow up action, as needed. Authorizing your Account To authorize your cal...