Homestyle task effectiveness and a dash of customer health

Kristin Lisson Keeper of positive, active, and healthy conversations. Community moderator Totango Chef
  • Edited

What is a simple recipe to analyze task effectiveness? I've activated a new SuccessPlay (with a task) to address risk. Now I want to compare it to other risk-related plays that don't have this new task.

Ingredients:

Preparation:

  1. Add a new custom flow.

  2. Apply the custom flow to the SuccessPlay with the task(s) that you want to analyze.
  3. Create an account segment with the following filters: Risk Status = exists | Completed Tasks (select the custom flow) >=1 in the last 30 days.

  4. Create another account segment with the following conditions: Risk Status = exists | Completed Tasks (select all flows EXCEPT the custom flow) >=1 in the last 30 days.

  5. Use the segment summary view to compare the average customer health of the accounts in each segment.

Cook's note:

Using customer health to analyze task effectiveness is a simple and unpretentious approach, but it is not often a direct indicator. Remember, this recipe is "homestyle." 😀

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