We're working through segments and we switched CRMs last month. Curious how others have handled it, especially around CES. Any rules of thumb?
Following. We're about to do the same thing for new onboarding cohorts.
Same setup here. In our case it came down to CSAT surveys being too broad.
Same setup here. In our case it came down to auto-theming being too broad.
+1. The Intercom step is where ours kept breaking.
Have you tried routing it through Microsoft Teams? Fixed the response rate gap for us.
Honestly auto-theming didn't move the health score for us. Zapier did more.
Worth checking your response rate window. Ours was skewed until we narrowed it.
Spent a week on this. The fix was tying segments to the account owner field.
+1. The Segment step is where ours kept breaking.
We hit this too. Scoping journey alerts to our SMB tier first made it manageable.