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sara_hoeffler
sara_hoeffler
Contributor ⭐️⭐️⭐️⭐️⭐️
November 10, 2016
Solved

Does anyone have automatic scores set up based on CoPilot analytics?

Does anyone have automatic scores set up based on CoPilot analytics?  If so, what logic are you using? I'm curious to see what others have done.
    greg
    gregAnswer
    Helper ⭐️
    November 14, 2016
    We are working on this in our org as well and have bee told there are two different methods. They are both outlined in this post: How do you pull CoPilot analytics into your scorecard?

    Hope that helps!

    -G
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    3 replies

    greg
    gregAnswer
    Helper ⭐️
    November 14, 2016
    We are working on this in our org as well and have bee told there are two different methods. They are both outlined in this post: How do you pull CoPilot analytics into your scorecard?

    Hope that helps!

    -G
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      sara_hoeffler
      sara_hoefflerAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      November 14, 2016
      Thank you Greg!
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      will_robins
      will_robins
      Helper ⭐️
      November 16, 2016
      Hi Greg,

      We have a very basic Scorecard set around this. If I remember correctly, we've configured it like this:

      Green = account has >= 50 opens across all Copilot emails we've sent to that account in past 30 days

      Yellow = account has <50 and >0 opens across all Copilot emails we've sent in past 30 days

      Red = account have 0 opens across al Copilot emails we've sent in past 30 days.
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