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chuen_moschetti_1466d2
chuen_moschetti_1466d2
Contributor ⭐️⭐️⭐️⭐️
Dec 5, 2017 10:18 PM UTC

Roll up NPS surveys collected at relationship level to account level

We collect our NPS surveys at the relationship level but would like to see the NPS score and view the individual surveys at on C360. Are there any plans to add this ability? 

      2 replies

      abhishek_sivaraman
      abhishek_sivaraman
      Helper ⭐️⭐️⭐️
      Dec 14, 2017 7:31 AM UTC
      Hi,

      Two steps to do for this support - 

      a. This is not available out of the box in C360, but you can configure a field in customer info/relationship object and populate the field via rules engine.More information on how to set this up can be found here. 

      b. This can in turn be used in Fields to be added in Relationship widget in 360 in the card/list view and viewed in C360. For each of the relationship associated with the account, the NPS score will now be visible in C360.



      Thanks
      Abhishek S
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      marcelo
      marcelo
      Helper ⭐️
      Aug 1, 2018 5:35 PM UTC
      Abhishek,

      I guess that by following the above process we will only be able to get a score number and that's it. Do you guys have any plans to do the following:
      - Lets say we have an account that has 3 relationships
      - At the relationship level, when we check on the Survey Section we will see all the feedback provided for this relationship
      - At the account level, when we check on the Survey Section, we see all feedback provided for all 3 relationships (like an aggregated view)

      What do you think?
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