Core Functionality
True or False: A specific account can only enter a specific journey once.
False
How would you determine if a custom field's sync direction has changed?
Adhoc SQL:
select * from txxxx.vwaudit where tablename = 'customfield'
A customer asks you to update their CRM Setup configuration to map Total Contract Amount to a new field. What should you do?
Show them how to update the mapping.
What matters when importing data via CSV file?
A. The order of the columns
B. The format of the column names
C. Both
D. Neither
B. The format of the column names has to match what's in the Admin > Import page
List the different methods for sharing a Journey.
1. In-app checklist
2. External Journey Report
Where can you see the Origin of a Message?
They can be found in a Message Segment as well as the Account/Contact Profile view.
What is wrong with this formula field?
[ActiveContactsLast30] / [NumberOfTotalContacts]
The denominator may equal zero, which will cause an error. This would be better:
CASE
WHEN [NumberOfTotalContacts]= 0 THEN NULL
ELSE ([ActiveContactsLast30] / [NumberOfTotalContacts])
END
What are the potential impacts of syncing messages between CZ and a CRM?
Increase in API calls, sync delays or slowness
Are you able to send calls containing Notes data via the REST API?
No
What's the difference between a Journey and a Success Plan?
Journeys are used the same way across all accounts (mostly), while Success Plans are set up uniquely for each account.
Is it possible to cancel or expire in-app announcements? If so, how?
You can manually expire announcements one at a time by selecting the Edit icon from the Segment or Account/Contact Profile view.
What is required in order to add a custom table that is not connected to the Account/Contact table in CZ?
Add your intermediary table. Make sure that you have the Account Reference field added
Add your desired table (the one without the Account Reference)
Save Your Desired Table
Add the Lookup Field to your desired table
A customer is reporting that a Zendesk ticket isn't syncing into CZ despite having a secondary mapping set up based on the Account External ID. What is the most common reason that this ticket is not syncing into CZ?
The most likely reason is that neither the Requester contact nor the account referenced in the field mapped to the Account External ID field exist in CZ.
How does the Allow Duplicates setting work?
The purpose of setting Allow Duplicates = No is to prevent duplicates from being created against existing data - not duplicates within the same file.
How long does an externally-shared Journey Report remain active? (2 answers)
1. Until manually deactivated
2. The amount of time after a journey completed or failed.
Each response is recorded and retained in ChurnZero. The most recent response is included in the Account survey calculation.
Does the order filters matter when configuring the Renewal Hub Upsells, Renewals, etc? Why so/not?
The order does matter. If the report is unable to determine if a report is an upsell or renewal, it won't be included in the report.
When using OR logic, the report job checks the first filter of the OR group for Upsells, then checks the Renewal filter to see if it fits there before checking the second part of the OR for Upsells.
This can be avoided by nesting the OR logic inside of AND logic, making it check the OR logic filters all at once.
A customer is reporting that all of their global live exports are failing with the error: “Google Sheets responded with: The caller does not have permission”. What is most likely the reason for this?
The global live export user was changed and the Google Sheets location was not updated.
When authenticating REST API, what is the username and password?
The username of the CZ user and API key associated with that user.
A customer reported that an account entered a journey and immediately completed it. What is the most likely explanation for this?