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Admin Office Hours - June 28th, 2017
Userlevel 6
Userlevel 4
I'm setting up our first advanced outreach and need to understand a couple more things about them.
- Can I configure a participant source without actually adding them until the publish date?
- Can I test and troubleshoot the AO before we have to turn it on
- Can I remove the escalation email, as that is not something we will use often?
- What are the Context fields on the MDA AO Participants object?
Userlevel 7
+3
Regarding #3: currently, the Escalation email in the NPS Survey model can not be disabled. However, it's an optional element in the CSAT and Generic Survey models.
Userlevel 4
Thanks, Lila. I'll just use the Generic Survey model for our NPS surveys.
I wanted to create a monthly Rule to:
1) CTA: Remind CSM's to update their CSM Sentiment (in Scorecards 2.0)
2) Set Score 2.0: to N/A for CSM Sentiment
I've created the above but we [i]only want this to happen to accounts that [i]have not had their CSM sentiment in the past 30 days. ( so we don't want it to reset or trigger a CTA if the CSM is proactively updating on a monthly basis). That filter is what I'm struggling with creating in the rule. .
1) CTA: Remind CSM's to update their CSM Sentiment (in Scorecards 2.0)
2) Set Score 2.0: to N/A for CSM Sentiment
I've created the above but we [i]only want this to happen to accounts that [i]have not had their CSM sentiment in the past 30 days. ( so we don't want it to reset or trigger a CTA if the CSM is proactively updating on a monthly basis). That filter is what I'm struggling with creating in the rule. .
Userlevel 4
Can I delete an Advanced Outreach or revert it back to a Draft status?
I've created a couple of test advanced outreaches, but now they are just going to clutter up our history.
I've created a couple of test advanced outreaches, but now they are just going to clutter up our history.
Userlevel 7
Hi Evan - my question is around creating a CTA that compares the value of a current field to an average of that field over the last 12 months. This field exists in an MDA table and the historical data is there. I'm thinking a bionic rule should do the trick but I'm only in the early stages of testing.
Userlevel 7
+3
You can definitely delete test outreaches from the list view. (CoPilot > Adv. Outreaches > hover on an outreach name and the action icons will become visible).
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