Plays empower you to proactively engage with your contacts and accounts at the right time, based on various factors. You can create plays based on the usage of your product, a specific point in the customer lifecycle, or overall health as determined by ChurnScore. Using plays, you can automatically target these contacts and accounts with relevant content and messages to help them get more value from your products and services.
There are two types of play that you can choose from:
- One-time plays send messages and execute tasks on specific dates. These are ideal for date-specific events, like conferences or new feature launches.
- Continuous plays execute messages and tasks relative to an event occurring. These are ideal for ongoing efforts, like onboarding or upcoming renewals.
Similarly to segments, you can create both global and private plays. Global plays can be used by any ChurnZero user, while Private plays are available only to the user who created them.
- NOTE: Private plays can only send messages to contacts/accounts that are in your domain. If you use a segment containing multiple accounts/contacts of different owners, only your contacts will receive messaging from the play.
Plays can target entire accounts, specific contacts, or custom table records:
- Contact Plays target all contacts that enter the play. Only play steps that can apply to contacts are available.
- Account Plays target all accounts that enter the play. Only play steps that apply to accounts are available.
- Custom Table Plays target all custom table records that enter a play. Only custom tables with an account reference field and a primary UI field are available for play targeting.
The chosen target type will determine which steps are available within the play. For more information on play steps, see the Working With Play Steps section.
What is the Difference Between Plays and Journeys?
ChurnZero Plays are another powerful feature that can help you streamline and automate your workflows. At first glance, they can seem very similar to journeys. However, some key differences can help you decide when you need a play and when you need a journey.
| Plays | Journeys |
When should I use a Play? We recommend using plays when your internal teams need to complete specific communication tasks, or when an account/contact needs to receive specific communications and specific times. |
When should I use a Journey? We recommend using journeys to track and manage certain phases in an account's lifecycle. (If your customers should be completing Onboarding within a certain number of days, you can use a journey to keep track. If they fall behind, you'll know - and can jump in to check in or assist.) |
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