Natero

Per-page Overview 7

• Explorer
• Tasks
• Account Details
• Dashboards
• Management Center

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Management Center - Workflows 2

• Account Workflows
• Workflows vs. Playbooks

Alert Management 4

• Close, Dismiss and Delete Alerts and Alert Tasks
• Will Alerts Disappear Upon Changed Account Behavior?
• Managing Alerts
• Why can't I see alerts?

Explorer - Chart Explorer & Analytics 8

• Explorer Overview
• Chart Explorer
• Accounts & Users Exploration
• Accounts Comparison
• Time Comparison

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Management Center - Users & Account Settings 16

• Assign Accounts to CSMs
• Deleted Account vs. Churned Account
• Re-sync Deleted Accounts
• Unchurn an Account
• How Account Assignment Affects Reporting?

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Account Management 20

• Account Details - Activity
• Account Details - Workflows
• Account Details - Tasks
• Add Account Interactions
• Account Details - Financials

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Management Center - Health Score 5

• Define Health Criteria
• Health Score Metrics
• Use Label & Event Dimension in Health Score
• Calculation of Account Health Score
• Account Health Score

Management Center - Playbook & Alerts Configuration 7

• Alert Retrigger Delay
• Using Dimensions, Metrics and Events in Rules
• Alert Playbook Overview
• Manage Alert Rules
• Manage Playbooks

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Task Management 6

• Task and Workflow Reporting
• Task Overview
• Task Subscriber Groups
• Managing Workflow Tasks
• Managing Alert Tasks

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Natero Email Center 8

• How Email Re-trigger Delay Works?
• Unsubscribe Users from Natero Emails
• Email Tracking, Stats and Deliverability
• Email Trigger List Generate and Send Time
• Enable Natero Email Feature

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Reporting & Dashboards 9

• Dashboard - Alerts
• Dashboard - Support
• Team Performance
• Dashboard - Financial
• Dashboard - Modules & Features

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Explorer - List Explorer 2

• Create a Customer List
• List Explorer

IT & User Admin 3

• IT Administration
• Natero API Uploader
• Configure Two-Factor Authentication

FAQ & Terminology 3

• Product Terminology
• Metrics and Dimensions
• Frequently Asked Questions

Tutorials & Webinars 10

• Tutorial: Account and User List
• Tutorial: Chart Explorer
• Webinar: Task Management
• Webinar: Triggered Emails and Custom Dashboards
• Tutorial: Account Workflows

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Best Practices 12

• Measure the Impact of Onboarding Practices
• Task Management for Customer Success Teams
• Improve Product Value and Marketing Campaigns with Customer Analytics
• Managing QBR in Natero
• Using Metrics in List View, Custom View and Chart Explorer

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Accounts & Users 14

• How to link users to multiple accounts?
• How to set up MS Dynamics OAuth for Natero?
• Can I send account dimensions via JS API?
• Syncing CSM Assignment from Salesforce
• How to manually add accounts to Natero?

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Metrics & Usage 11

• Event Javascript Library
• Segment
• Event REST API
• Mixpanel
• Does Natero support event dimensions?

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Customer Interactions 13

• How to set up GoToMeeting OAuth for Natero
• How to set up Intercom OAuth for Natero?
• Setting up Zendesk Ticket Mapping to Natero
• How to set up Google Calendar OAuth for Natero
• How does GoToMeeting OR Zoom Integration work

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Financials 7

• How to set up QuickBook OAuth for Natero?
• How to model subscription discounts or coupons?
• Setting Account Renewal Dates
• Mapping Invoices and Subscriptions to Natero
• How account MRR is calculated in Natero?

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General Topics 9

• Syncing 3rd-Party Fields
• Frequently Asked Questions
• How soon can I see data in Natero?
• Mapping Data into Natero
• Where can you find Natero API Keys?

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