Roll up NPS surveys collected at relationship level to account level

  • 3
  • Idea
  • Updated 2 months ago
  • Implemented
  • (Edited)
We collect our NPS surveys at the relationship level but would like to see the NPS score and view the individual surveys at on C360. Are there any plans to add this ability? 
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Chuen Moschetti, Champion

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Posted 10 months ago

  • 3
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Abhishek Sivaraman, Senior Product Manager

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Two steps to do for this support - 

a. This is not available out of the box in C360, but you can configure a field in customer info/relationship object and populate the field via rules engine.More information on how to set this up can be found here

b. This can in turn be used in Fields to be added in Relationship widget in 360 in the card/list view and viewed in C360. For each of the relationship associated with the account, the NPS score will now be visible in C360.

Abhishek S
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Marcelo, Champion

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I guess that by following the above process we will only be able to get a score number and that's it. Do you guys have any plans to do the following:
- Lets say we have an account that has 3 relationships
- At the relationship level, when we check on the Survey Section we will see all the feedback provided for this relationship
- At the account level, when we check on the Survey Section, we see all feedback provided for all 3 relationships (like an aggregated view)

What do you think?