Help
How to use Outcomify
Step-by-step help, one task at a time. Can't find what you need? Email info@outcomify.com.
Customer surveys
Write a short survey, send it to your customers or share a link, and read what they need.
- Send your first surveyThe four steps from an empty survey to answers coming in, and where to find each one.
- Write the questionsKinds of questions, asking some questions only of some people, and getting Canopy to review your wording.
- Choose who to askAdd your customer list, use its columns as segments, or share an open link instead.
- Write the invitationThe email your customers get, the one reminder, the close date and the thank-you.
- Send itThe review step, who may send, the monthly email allowance, and what happens once it goes.
- Try it on a few people firstSend to a random few, see where people stop or skip, fix the questions, then send it to everyone else.
- Read the resultsThe needs Canopy heard, every question’s answers split by segment, who answered, and the export.
- Let Canopy or your agent helpDraft a survey from an opportunity, get your wording reviewed, or have an AI agent prepare one.
- Privacy, unsubscribes and limitsHow addresses are kept, how people stop your surveys, erasing a person, and what a workspace can send.
- Send it from your own toolSend the invitation from your CRM, newsletter or mail, with each person's own link in it.
Key funnels
Report the steps that matter from your backend, or from Segment or RudderStack, see where people drop off, and whether what you shipped moved it.
- What key funnels are, and when to use themA few funnels that matter, counted from steps your backend reports, and how they differ from a full analytics tool.
- Send your first stepsCreate a tracking key, make the call from your backend, and check that the steps arrived.
- Connect Segment or RudderStackFill your funnels from the events you already send to Segment or RudderStack, with a webhook destination and no code.
- Build a funnelPick the steps in order, give a step more than one way, name it, and set the conversion window.
- Read the reportConversion, the change since the period before and its margin of error, each step, and the split for a step with several ways.
- Step trendsWeekly cohorts, complete and in-progress weeks, whether a step moved more than its margin of error, and whether it moved after a solution shipped.
- Connect funnels to your treeLink a step to an opportunity or a solution, see its trend and badge on the tree, and use a funnel as an outcome's metric.
- Busy apps, 429s and backfillsBatch your steps, handle a 429 with Retry-After, and send history from before you started.
- Privacy, limits and retentionWhat Outcomify stores about each person, how long it is kept, and what a workspace can send for free.
- Read your funnels from your own systemsA funnels.read key, and the four calls that return your funnels, their reports, their weekly trends and this month's usage.