Melissa Gerace
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Send Emails in ChurnZero
Staying on top of customer emails is crucial to your day-to-day. With ChurnZero, you can send and reply to emails directly from within the platform- no need to switch between tools. This helps you ...
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Send Meeting Follow-Up Emails
Many meetings end with things attendees need to be reminded of, like next steps and action items. The best way to make sure everyone remembers what was discussed is to send a follow-up email once t...
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Introduction to Engagement AI
Engagement AI is a groundbreaking, AI-driven tool that analyzes your customer interactions and surfaces not just the dynamics of your customer relationships but the stakeholders, sentiments, and co...
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View and Edit Meetings in ChurnZero
With our calendar and call recording integrations, you can easily see, track, and review meetings in ChurnZero. You can also add new meetings manually for any interactions not captured in your cale...
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Manage Family ChurnScores
Family ChurnScores allow you to have a score that represents whole family hierarchies. The family score averages the primary ChurnScore of all children within an account family. It then produces a ...
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Configure a Composite ChurnScore
PLEASE NOTE: This feature is only available in the ChurnZero Enterprise Edition. Please contact your ChurnZero Customer Success Manager for pricing and edition activation. Composite ChurnScores all...
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Navigate Your Command Center
The Command Center is the place you can go to see and understand your daily needs and strategic goals. Managers can use the Command Center to get a better understanding of the health of their team....
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Create a Parent/Child Segment
Parent/Child segmentation allows you to navigate and segment on complex hierarchies where data is stored at a parent account level. This allows you to set up automations (like plays and journeys) t...
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Understanding Round Robin Teams
What is a round robin team? The round robin team is a feature of ChurnZero that delegates tasks and message assignments in plays evenly among members of a team. Team members do not need to be assig...
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Understanding Full Configuration Control
Full Configuration Control (FCC) provides more control over the data in your instance of ChurnZero. With FCC, you can see and act on other users' private configurations. This means that search resu...