This thread is for our today’s Thursday Admin Office Hours session on Thursday, January 12, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm ET.
Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).
There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!
Conference Details (Zoom):
Thursday, January 12, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm ET
Join Zoom Meeting
Meeting ID: 951 6580 5521
For dial-in info by your location, find your local number:
Hey Scott - I have a quick question regarding rules engine. Need help catching renewals that hit the 6 month mark in btw when my rules runs. Right now we are creating CTAs when renewals hit the 6 month mark but want to capture any that possible hit that mark during the weekend.
I need help with guidance on how to exclude N/A responses from a performance survey from the Scorecard rule that averages the individual responses on a 0-10 scoring system or each measurement related question.
Hi Scott, I’m wondering if there’s a way to include a type of “At-Risk” marker/flag/symbol next to an account’s name, similar to how this client shows ‘Active’.
I have a few questions about the contact connector, and real time sync that is coming in the new release.
I have couple of questions regarding the C360 Beta configuration.
I have a couple of CTA questions: