Using scorecard notifications for Zoom Revenue Accelerator

Requirements for using scorecard notifications

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Sales Supervisor role or any custom roles with Scorecard Management permission

Limitations of scorecard notifications

• Only one condition can be configured per scorecard

How to enable scorecard notifications

1. Sign in to the Zoom web portal with an account with the privilege to edit scorecards.
2. Create or edit a basic or automated scorecard.
3. In the scorecard’s settings, check the box for Collect conversations or notify by score range.

How to configure scorecard notifications

1. Enable scorecard notifications for a scorecard.
2. Configure the following settings:
   • Score from: A score for this scorecard within this set percentage range will be added to the created playlist.
   • Create a smart playlist to collect: Enter a name for a playlist that will feature collected scorecards. This will create a playlist visible to either Direct Managers in your team or specific teams or members you select. Any collected conversation that scores within the range configured in the Score from setting will appear in the playlist.

     Note: If you have already created a playlist for this scorecard, you will need to go to that playlist’s page to make changes.

     • Who can view this playlist: Choose who can view the created playlist, selecting either Direct Managers in your team or Specified teams or members. If you choose the latter, you will need to manually select the teams/members who can view the playlist.
     • Notify the selected Zoom Team Chat channel: Select a Zoom Team Chat channel to send notifications each time a conversation assigned with this scorecard matches the configured Score from range.
   • Once you have finished creating/editing your scorecard, click Publish.

How to access scorecard-generated playlists

1. Access the Playlist tab.
2. In the search bar, enter the name of the playlist you wish to find.
   Note: by default, if you were assigned access to the playlist, you will already be following the playlist.
3. Click the playlist’s name to access it.

How to view Team Chat channel notifications:

1. Access Zoom Team Chat.
2. Locate the channel that was configured to be notified.
3. Inside the channel, scorecard notifications will appear in the following format:
   • Title: The title will include the sales representative’s name, their score, and the conversation.
   • Body: The body will contain the name of the scorecard and the reason why the notification was sent (e.g., “this score falls within the 0%-50% range).
   • View detail: Click this button to be taken to the triggering conversation to view its scorecard.

Zoom Revenue Accelerator features both basic scorecards and automated scorecards. As every conversation that takes place within an organization has the potential to be scored, this can lead to a vast array of scorecards in need of review. Conversations collected by a scorecard’s collection/notification settings can be added to playlists and/or sent as a notification directly to a Zoom Team Chat channel. With scorecard notifications, finding conversations that present coaching opportunities becomes automated and manageable through a series of preconfigured parameters, increasing time that can be dedicated to coaching based on scorecard results.