Engineering: keep CSAT lists fresh for success managers
Engineering: keep CSAT lists fresh for success managers
Customer success managers miss eligible agency contacts when audiences aren't refreshed, creating CSAT blind spots. Engineering schedules batched adds so invites reach validated contacts.
Overview
Customer success managers lose visibility when survey audiences lapse, which weakens CSAT trend signals and account health decisions. A simple engineering pipeline that batches validated contacts into the survey audience guarantees invites reach the right people and keeps trend analysis intact. Teams report fewer manual exports and zero skipped cohorts after adopting similar scheduled processes.
Notable Features
- Add validated contacts in batches
- Filter out inactive agency contacts
- Notify customer success managers