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Roles and permissions for renewals at risk on the CES tracking?

yuki_lund_63a91

Posting this for self-serve users. We care most about renewal rate and I'm not sure journey mapping is the lever. Talk me out of it?

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Comments

maya_sato_e093c

+1. The Jira step is where ours kept breaking.

zoe_ng_b0aed

Honestly journey alerts didn't move CSAT for us. Zapier did more.

mira_vance_20004

Worth checking your renewal rate window. Ours was skewed until we narrowed it.

ivy_frei_1c90d

We hit this too. Scoping auto-theming to our SMB tier first made it manageable.

nina_carr_3bd0c

Same setup here. In our case it came down to CSAT surveys being too broad.

priya_sato_39aaf

Spent a week on this. The fix was tying journey mapping to the account owner field.

theo_nair_1c218

We hit this too. Scoping dashboards to self-serve users first made it manageable.