Melissa Gerace
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Read and Analyze Journey Reports
Reading journey reports can help you dive deeper into a specific journey and its associated information. Get a bird's eye view of journey progress, journey status, the details of accounts in the jo...
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Understand Segment Filter Categories
Segment filters help you sort through the information available so that your segments show you the information you're interested in. These filters are divided into categories. In this article, we'l...
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Set Up Your Salesforce External Client App
The Client App allows anyone with access to Salesforce to see important account information like usage data, NPS scores, account tags, and ChurnScores. Before You BeginYou’ll need Salesforce Admin ...
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Custom Field Types Guide
Field Type Description Small Text A free text field that enables you to input one line of free text. These fields have a limit of 256 characters. Large Text A free text field that enables...
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BigQuery Integration
General The integration with ChurnZero creates a read-only connection between ChurnZero and your BigQuery instance. With the BigQuery integration, you can import data from BigQuery into the follow...
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Work With Live Exports
Live Exports are custom reports within Google Sheets or Excel 365 that are powered and updated by ChurnZero segments. Live Exports can help you create custom visuals and metrics, which can help you...
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Adding ChurnZero Fields
ChurnZero fields live on the object in ChurnZero only. For example, if you're connected to Salesforce, a ChurnZero field added at the account level will not sync back to Salesforce. ChurnZero field...
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Adding Connected Fields
Connected fields are fields that are present on an integrated data table. A good example of this is the account or contact fields in your CRM that you want to see in ChurnZero. You can also create ...
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Set Up External Journey Sharing
External Journey Sharing allows you to directly involve your customers in their own success and hold them accountable during the journeys you track within ChurnZero.You can share journeys using two...
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Trigger Actions in Other Systems from the Webhook Play Step
The Call Webhook play step makes it possible to trigger actions in other systems from ChurnZero using Zapier as a pass-through. A good example of this is sending SMS messages from your play step. Y...