Fundamentals & Company Basics
This is the year SocialCrowd was founded.
What is 2022?
A customer wants to reward participants based on their sales goals but needs flexibility because the target is not definite.
What is a Range Campaign?
This user type can view crowd wallet balances and manage crowd settings but does not have access to org settings.
What is a Manager?
This process consists of up to three calls and is typically completed within 1-2 weeks.
What is the Onboarding Process?
Data has been added for a participant, the campaign has processed, but the leaderboard is not showing that they earned. What should you check?
What is: Review the Manage tab to see if the member is eligible?
These companies are our top 3 largest accounts, each with around 1,000+ contracted users.
Who are Sonic, Motorola, and Milwaukee Bucks?
This calculation method uses the last uploaded number and is primarily used for manual entry.
What is Last Value?
Data is pulled into the SocialCrowd database using these two methods.
What is Integration (API) and Manual Entry?
After a customer goes live, reminders and account updates are tracked in this system.
What is Hubspot?
An Admin reports that they are not receiving email notifications when custom rewards are purchased. What should you confirm?
What is: Confirm they are assigned as the Rewards Manager?
These are the integrations we currently fully support, pulling in campaign data in real time.
What are Shift4 (Skytab), Heartland Retail, Heartland Restaurant, and Glimpse?
If participant targets adjust or vary throughout the campaign window, this payout method will be required.
What is Final Payout?
This automated notification is sent on the 12th and 27th of each month to encourage higher redemption rates.
What is a Wallet Balance Notification?
You uncover a bug in a customer’s account. What steps do you take, and which Slack channel do you use?
What is: Notify the customer that we will look into it, create a Jam recording, and post it in the ‘Bugs’ channel?
A customer encounters an error stating, "I am not connected to an org, contact your admin." What might be causing this?
What is: They created their own account through the "Forgot Password" workflow, which is not assigned to an org?
These North Star metrics are based on the average rate of revenue and earnings per user and should be around $14.
What are ARPU and AEPU?
It is March 16th, and a customer wants to launch a monthly campaign on March 18th. What start and processing dates should be entered?
What is March 1st for the start date and March 18th for the processing date?
Admins see several purple export icons across SocialCrowd. These reports can be exported by an Admin.
What are Earnings, Rewards, and Crowds reports?
💸DAILY DOUBLE!!! 💸
When adding historical data for customers, the process differs for API-integrated customers versus manual entry customers. What is the difference in process?
What is: Working with the engineering team to create the metric and pull in data?
The customer wants to update the targets and rewards of a currently live campaign. What steps must be taken if it is in the middle of an earning window?
What is: Move the campaign into test mode, request Raph to reset the current WINDOW, update the target and rewards, and move the campaign back out of test mode?
Our company goal is to secure Series A funding by the end of 2025. Approximately how much live revenue do we need to reach this milestone?
What is $2 million in live revenue?
During a campaign review call, a customer wants to test different targets to see how participants can earn. What steps should you take?
What is: ensure the campaign is in test mode, reset the campaign, update the target, and select process?
These tier options unlock various features and functionalities for SocialCrowd customers. What are the tiers and their key features?
What is:
Some functionality cannot currently be performed on the front end in SocialCrowd and requires Postman or Engineering back-end assistance. What are two such processes?
What is: Resetting a window and updating a participant’s phone number or email?
A customer asks about the taxing process for gift cards. What is our response?
What is: "SocialCrowd is viewed as employee gifting rather than compensation. The dashboard offers a variety of reports to assist with tracking and reporting. Since tax implications vary by state, work with your payroll team to ensure compliance?"