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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.
Best answer by greg
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
View originalHope that helps!
-G
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
1 person likes this
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.
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