This thread is for the Admin Office Hours session for Thursday November 3rd,
2016. Submit your questions to this thread and we'll address them during our session at 11am PST/ 1pm CST.
To register for this session, please click here.
Admin Office Hours - November 3rd, 2016
Userlevel 6
What would be the best way to set up CoPilot outreach for when a customer responded to a NPS survey and I want to send them a "Thank you for responding" email?
How do we turn off the ability to sync Gainsight Tasks? I turned off the auto generate but I want to be able to turn off the ability to sync as well. Thanks
NPS > By Survey reports, can I change the columns? We dont use MRR we use CARR
to SFDC Tasks*
If I send a NPS survey via CoPilot and a contact reaches out to one of our CSMs that they never received the survey how can we manually resend the the survey using the same email template?
Userlevel 1
+1
I've added additional fields to the default Details and created another sub-section under the Success Plan Info Field Configuration. However, when I export, this additional information is not included.
Reply
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.