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lauren_denault
lauren_denault
Contributor ⭐️
Nov 19, 2015 7:51 PM UTC

Bulk Add Sponsor Tracking

We have over 30k customers that we want to start using Sponsor Tracking for - is there a way to get a bulk list of all of them and approve that way rather than going into each individual 360 page? 

      21 replies

      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      Nov 19, 2015 8:17 PM UTC
      This would be great!  We have fields on the contact in SF indicating Buyer or Influencer, so it would be great to just be able to say automatically turn on Sponsor Tracking for any contact listed as a Buyer or Influencer.
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        brittany
        brittany
        Contributor ⭐️⭐️⭐️⭐️⭐️
        Nov 20, 2015 7:11 PM UTC
        Great idea Lauren! GS- would love to see this happen!
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          nora_soza
          nora_soza
          Helper ⭐️
          Nov 20, 2015 8:24 PM UTC
          +1 Similar to Heather --  We have an attribute on our contact record that flags the Admin from our product. It would be great to auto track contacts who have this attribute in addition to those our CSMs manually flag.
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          john_nunziati_612357
          john_nunziati_612357
          Contributor ⭐️⭐️⭐️
          Nov 24, 2015 6:23 PM UTC
          Totally agree with all of the above -- this would be really helpful and save our CSMs and our Ops teams countless hours of manually flipping on sponsor tracking for each important customer contact. 
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          praneet
          praneet
          Helper ⭐️⭐️⭐️
          Dec 14, 2015 5:42 PM UTC
          Hi Lauren,
          Thanks for your suggestion.You can currently leverage Bulk sponsor tracking by taking services/support team help. However we definitely have plans to add Bulk sponsor tracking in our product.
          I will update this thread as soon as we have clarity on release date of this feature.
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          christine_knific
          christine_knific
          Contributor ⭐️
          Dec 29, 2015 10:27 PM UTC
          We also would need a bulk service in order to use sponsor tracking. It's a great idea, in theory, but won't work if we have to individually select our contacts. 
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          christine_knific
          christine_knific
          Contributor ⭐️
          Dec 29, 2015 10:28 PM UTC
          Praneet, can you clarify you say "You can currently leverage Bulk sponsor tracking by taking services/support team help" ? That sounds like you're referring to paid professional services, but I wanted to be sure. 
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            lane_h
            lane_h
            Helper ⭐️
            Mar 31, 2016 9:21 PM UTC
            Hi Praneet,

            Do you have an update on where this is on the product road map? We are hoping to leverage something like this in our 1:many customer segments.
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            Director of CX and Scale Programs
            praneet
            praneet
            Helper ⭐️⭐️⭐️
            Apr 4, 2016 8:35 AM UTC
            Hi Christine, 
            Bulk Sponsor Tracking is free professional services that we provide.
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            praneet
            praneet
            Helper ⭐️⭐️⭐️
            Apr 4, 2016 8:37 AM UTC
            Hi Lane,
            Before going to Bulk sponsor tracking, we are right now upgrading platform in order to give better results, once we are done with it. We will go ahead with Bulk Sponsor Tracking. Its very much on roadmap, but right now not on the top priority.
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