Segments/Exports
How do you filter for accounts that have Churned in the last 60 days?
Use this filter:
Account Attribute: End Date
last 60 days
In a Custom Dashboard with an "Active = True" filter, how can you include a widget that reports on churned/inactive accounts?
By using a widget-specific filter for "Active = false" and setting the dashboard-wide filters to be ignored
What call can we use to determine if the JS snippet is installed correctly (including punctuation)?
ChurnZero.verify();
How do you merge contacts when one is CZ-only and the other is connected to the CRM?
Option 1: Update the Account External ID in the CRM to the external ID value of the CZ-only account.
Option 2: Export usage data from the CZ-only account and re-import it into the connected account. Then, run a data purge to remove the CZ-only account.
Can you reference multiple tables in an Aggregate field?
No
Can Message segment results be exported? If yes, how?
No
When a user is configuring the Renewal Hub and receives the error "Report unable to calculate; one or more records cannot be uniquely identified as a renewal...", what must they do to resolve it?
The user must update the filters for their Renewal, Upsell and Downsell records to ensure that each criteria excludes records of the other types.
What tool can be used to move elements configured using Devless from their default position?
The CSS Selector
When is the secondary mapping triggered for ticketing system integrations (Zendesk, Freshdesk, etc)?
- When there are multiple contacts with the same email as the one designated in the Requester field
- When there are no contacts with the same email as the one designated in the Requester field
Can user accounts' ability to log in be updated in bulk? If so, how?
Yes. They can be updated using the Bulk Actions on the User Accounts Admin page.
In an Activity segment, what column identifies the origin of a task?
The Source column
Can Account Insights merge fields be included in contact-targeted plays? If yes, how?
No. Account Insights merge fields can only be included in account-targeted plays.
If an in-app announcement is set to expire after 5 days and a user navigates to the page where the announcement is set to appear on days 2 and 4, how many times will the announcement show?
Once. After the customer has viewed the announcement and dismissed it, it won't pop up again. The "expire after 5 days" setting means they have 5 days to log in and see it before it is no longer relevant/visible to them.
What happens when a user account that has synced into ChurnZero from a CRM no longer meets the sync criteria designated in the CRM Setup page?
The user account is soft-deleted
When sending a message via CZ automation with the active hours setting enabled, which time zone is used to determine the active hours?
The time zone of the Send As user
A customer reaches out about a segment that contains two "Account Other Info: Deals" filters with the intention of qualifying accounts with Deals that are Closed in the last 14 days and those that are not part of the Expansion Pipeline. However, they are seeing accounts with Deals that are part of the Expansion Pipeline and others that haven't closed in the last 14 days. What's the problem?
The two filters are working independently and referencing different Deals on the same accounts. They should combine the two filters to ensure that the same Deals are being considered in the filter.
If an Account Insights report is updated, but no changes are made to the audience segment, will new invites be sent out?
No. Invites will only be sent out if the audience segment is changed.
Elements that are located within iFrames in a customer's web app CANNOT be used as targets for a WalkThrough. What is the one exception to this rule?
When the customer's entire application is within an iFrame
Why did we start running partial syncs simultaneously with full syncs for the Hubspot integration?
Hubspot syncs over EVERY contact from the customer's instance during each full sync, causing them to regularly take a significant time to run.
Is it possible for CZ users to delete global live exports? If yes, how?
Yes. They can delete global exports if they are granted Full Configuration Control.