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.
Page 1 / 1
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
Hope that helps!
-G
Thank you Greg!
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.
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.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.