Peter Watt
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Configure the Outlook 365 Integration
The Outlook Integration allows you to easily sync messages sent via the Office 365 system into ChurnZero. When this feature is enabled, emails that you send through Outlook will be logged as email ...
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Configure the Gmail Integration
The Gmail Integration allows you to easily sync messages sent via the Gmail system into ChurnZero. When this feature is enabled, emails that you send through Gmail will be logged in the Messages Ta...
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Content Security Policy (CSP) Compliance
Content Security Policy (CSP) is a mechanism to support third-party reporting services and keep your application safe from things such as Cross Site Scripting (XSS). CSP can be thought of as an...
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Other Info: Installing the ChurnZero Salesforce Connected App
Do you have other teams that would like to see usage information from ChurnZero, but they don't have logins? Try using our ChurnZero Salesforce Connected App! This allows anyone with access to Sale...
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Usage Data: Mixpanel
Real-time product usage data is a central component of ChurnZero. With usage data in ChurnZero, your teams can analyze usage trends at the Contact and Account levels, incorporate usage into custo...
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Include Unsubscribe Links for Marketing Emails
When an email is set as Email Type = Marketing, two unsubscribe options will be automatically included in the message, allowing contacts to unsubscribe from future emails marked as Email Type = Mar...
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Batch Imports via CSV
Batch AccountsBatch ContactsBatch EventsBatch Custom Tables IMPORTANT: The endpoint for sending data to ChurnZero is personalized to your specific instance. The examples below include a general URL...
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Pushing ChurnZero Messages back to Salesforce as a Custom Table
We have the ability to sync messages that were sent out of ChurnZero (in-app announcements and plays) back to Salesforce into a custom object. In order for this to be done, the client must first cr...
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Get Started With Styling Templates
Users can upload branded styling templates and apply them to any emails sent through ChurnZero. In order to get your template in ChurnZero, you'll just need to upload the HTML. Keep in mind that th...
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Add Slack Member ID to ChurnZero User Profile
To receive Alerts via Slack and/or to use the ChurnZero Slack Chatbot, you must have your Slack Member ID in ChurnZero. To add this ID, click on "My Account" in the upper right of your screen in C...