Admin Office Hours - November 3rd, 2016

  • 27 October 2016
  • 6 replies

Userlevel 6
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.

6 replies

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
Badge +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.