Feature Documentation
Topic hub to learn about ChurnZero features
Segments
- Getting Started with Segments
- Segment Navigation
- Understanding the Different Segment Types
- Creating a Segment
- Account Segment Filters
- Contact Segment Filters
Alerts
Journeys
Customer Health
- Getting Started with ChurnScores
- ChurnScore Navigation
- Creating ChurnScores
- ChurnScore Factors
- Setting up ChurnScore Factors
- Where do I Find ChurnScores After They Are Created?
Playbooks
- Understanding Plays
- Entry and Exit Criteria
- Creating A One-Time Play
- Play Step: Send Email
- Play Step: In-App Announcements
- Play Step: Update Contact or Account
Surveys
- Getting Started with Surveys
- Configure an NPS Campaign
- Design your NPS Survey
- Configure a CES Campaign
- Design your CES Survey
- Configure a CSAT Campaign
Dashboards
Custom Dashboards
Account Insights
Admin
- Requirements for Email Sending
- Allow Listing ChurnZero Emails
- Using Folders for Segments, Plays, Journeys, Surveys
- Multiple Contacts on Tasks and Activities
- Managing Objects and Fields
- A Guide to Custom Field Types
In-App Tools
- Understanding Success Panels
- Creating Success Panels
- How can I test my In-App Announcements?
- Announcement Styles
- Creating a WalkThrough
- WalkThrough Report
Slack Integration
Managing Users
Email & Calendar Settings
- ChurnZero Calendar Integration - Security
- Daily Email Digest
- ChurnZero Email Integration - Security
- Configuring the Outlook 365 Integration
- Configuring the Gmail Integration
- Email Templates