Thursday US Admin Office Hours (CS Platform): Mar 6, 2025 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hi, Scott!  I will likely join and would love to hear general best practices for converting Relationships to Companies.

Scott,

I have a few NPS Rule questions as I am now capturing NPS Survey information from fields within the Salesforce Contact area vs previously ingesting via S3 using a CSV file.

Thank you,

Di

Hi Scott, 

I’m looking for a job aid or some direction on how I would go about building in a token to insert a Book A Meeting link into an email template for mass JO communications based on logic using the Rep field mapping. I have an example with just 2 reps now but would like to use this for an entire department if possible.  Looking forward to chatting!

Serena 

Hi Scott! I’m working on a design around Clicked Link counts and I’m seeing that there are a ton of links clicked that have the exact same date and timestamp which I’m thinking may be from either a double-click action or a single link click action followed by a login to our Community prompt. Not certain the cause...but regardless, I feel like the counts are inflated because of this. 

What I can’t seem to do is group by the datetime field because it appears that there may be milliseconds on the timestamp that aren’t visible. So I’m curious if you have an idea that could help me solve this challenge?

Thanks so much!