Meetings
A customer wants to create a ChurnScore Factor based on the most recent past meeting for their accounts. Is this possible?
Yes
What is required for a user in order to create a Success Plan on an account?
Account role or Direct Report with an account role
How can someone use CZ to send an email to an account/contact that they do not own without creating an account role for themselves?
Create a public play with a Send Email step
A customer wants to re-open a journey that has been completed, what is a good workaround to offer them?
Force exit the journey and re-enter it to update the statuses they want.
A customer set up a play to apply a tag to an account when it enters, but they want to remove the tag if it no longer meets the play criteria. What's an easier way to accomplish this?
What call intelligence platforms will we integrate with to bring in Meeting data?
Chorus & Gong
True or False: Success Plan notifications are turned on by default.
False
If a customer can't find a play email that they've sent to themselves, but you confirmed through Sendgrid that it was delivered, where could the email be located?
Their Spam or Promotional folders
True or False: Full Configuration Control doesn't allow you to impersonate a user.
True
A customer reports that they received alerts for account when they shouldn't have (segment entry alert). What's the first thing you should check?
Check the change history of entry segment to see when/why the account entered.
Which of the following is NOT a new filter option for Meeting segments?
Call recording link
Notes
Invitees
Type
Invitees. The rest are new options, along with 'Status'.
What happens to previous tracking history of goals in a Success Plan if you update the Metric Type or Success Criteria?
Tracking history is wiped
True or False: We can only look up email delivery history in Sendgrid for emails sent over the last 7 days.
False. You can ask Josh or Greg and they can search for emails over the last 30 days.
A customer is planning to remove SFDC access for some of their users, but they would still like them to have access to ChurnZero. What should we recommend to maintain access to CZ after their SFDC access is removed?
Disconnect users from SFDC
A customer has 3 ChurnScores: a default with no segment criteria and 2 others with segment criteria based on their Edition field (Enterprise, Professional, etc). They want to delete the default score. What's the problem?
A customer wants to create a ChurnScore Factor to measure the number of meetings each account has had in the last 14 days. How would they accomplish this?
1. Create ChurnScore Factor with the Meetings > Number of Meetings type.
2. Add the criteria of Start/End Date > Last 14 days.
3. Add point allocation depending on the goal for number of meetings.
A CSM wants to share a Success Plan with one of their Direct Report's customers, but they want the email to come from the Direct Report, not them. What should they do?
Fill out one of the "Contact segments" options in the Share Plan settings with the segment of contacts they want to share with. Then, populate the "Send invite as" setting with the CSM's user account name.
How can you include a merge field as part of a dynamic URL link in an email created from the Froala editor?
Create a button with a URL link and manually enter the merge field into the part of the URL where it should populate
A customer wants to create a "days since most recent login" field for an Account based on the contact with the most recent date in the "last visit" field. What function will need to be used when building out this aggregate?
DATEDIFF(day, "last visit", TODAY)
True or False: When creating a journey widget in a Custom Dashboard, you can only display data on the most recent instance of an account in a journey.
False. With the new journey update, you have the option of displaying data for all instances of an account in a journey.