Founders
Process
Legacy Products
Podium
100

What 3 taxonomy does Founders pod specialize in?

Billing, Settings, Internal

100

When someone requests to cancel or downgrade, what do you do?

Use the Transfer Case button to send it to Retention

100

A user reaches out because they can't see an Inbox thread that their coworker can. What should you check first?

The user's Role Permissions

100

What year was Podium founded?

 2014

200

What role of user are we allowed to send Messenger Data to?

Account Owners

200

If a customer is unresponsive, what is the minimum number of outbound calls you need to make before closure?

Two phone calls. Voicemail if no answer

200

How do you check if a customer is 10dlc approved?

Twilio > go to the subaccount > Messaging > Regulatory Compliance >  Brands > Brand name is the Org UID and under "Brand Status" > Registered. Also check the Campaign to ensure it's registered there too

200

What are the names of all the frontline managers for Support?

Marissa Taylor, Ryan Okelberry, Ivana Escalona, Christopher Sams, Jason Boyd, Peter Gottfredson

300

What tool can you use to check email notification delivery?

Sendgrid

300

If you need to get a case to a different pod, what button should you use?

The Re-Route button

300

When connecting Google Reviews to Podium, what role does the user need to have in Google Business?

Owner

300

What city in Utah is Podium located?

Lehi, UT

400

You get a spinning circle when trying to mock in via Admin, what is the issue?

The user is not assigned a location in Admin

400

Working in Text Messenger, at what point do you create a case in Salesforce?

Immediately after verifying the user and pulling up their account

400

Where can you download the Podium Payments activity?

Payments tile > Export button in upper right hand corner

400

Who is our department's executive? (Hint: Chief Strategy Officer)

Chance Olson

500

What are the two last names that exist in Slack and Salesforce for Marissa? 

Taylor and Coughanour

500

In order to notify the TPS rep of an update on a case, how do you do it?

Make a new Post in the case, do not comment in an existing thread
500

How can you bulk select multiple messages in Inbox?

Hover over a message in Inbox > select the box > click Select All > continue scrolling down to bulk select more messages
500

Why did Eric and Dennis start Podium?

To help Eric's Dad's small business get more and higher reviews

M
e
n
u