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Re: Need a special report to support Customer Service
Curtis Gross Jun 22, 2012 2:20 PM (in response to AndresMejia)Andres, are you tying your Jive instance to a CRM of any sort?
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Re: Need a special report to support Customer Service
AndresMejia Jun 25, 2012 4:01 PM (in response to Curtis Gross)Our JIVE instance is not tied to any sort of CRM. This is an internal community for our sales people, their staff and the corporate employees only.
Thank you.
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Re: Need a special report to support Customer Service
karl.rumelhart Jul 1, 2012 10:33 PM (in response to AndresMejia)1 person found this helpfulHI Andreas,
Sorry for being slow on this thread (been out on vacation!). I am hopeful that you can get this info from the Analytics data in Jive but I am afraid that I am not completely sure what you mean by a Tag on the Activity. Do you mean that there is a tag on a question object and you want to associate that with the answering the questions?
Also, while I am not sure he has tackled this exact scenario, I have been quite impressed with what Ryan Sefko has done around reporting for support use cases. Perhaps you can learn from some of his practices.
-Karl
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Re: Need a special report to support Customer Service
RyanSe Jul 2, 2012 7:10 AM (in response to karl.rumelhart)Hi Andreas/Karl:
While I don't have this exact scenario in production right now, we almost did go down this path so I have the theory worked out. Here's the basic concept based on the production application database (not analytics, but I am sure someone at Jive can help figure out the equivalent if it exists). If you like what you see, let me know and I can dig up the queries that go with it.
- Join jiveuser, jivequestion, jivecommunity (for spaces) and jiveanswer together to get your details on who answered which discussion in which space on what date and what sort of answer it was (helpful or correct).
- Join jivequestion, jiveobjecttag and jivetag together filtering results for whatever your key tags are.
- Merge the two results together so you get your who answered which question in what space on what date and what tags were applied. This data can then be pivoted and massaged in to all sorts of reports/summaries.
A few best practices and suggestions about the business process:
- Make the tags really unique: Since end users can create their own tags, you probably want to avoid using common words that could skew your reporting. We use slightly longer tags for "system" things like 'answered_sales_procedure' that not very many folks would bother to type. These tags can always be converted over to more friendly text prior to the final report.
- Establish a solid procedure for answering then stick to it: I would suggest using the "Correct Answer" option vs. Helpful or Assumed since hopefully you are looking for a singular resolution to the question.
- Stick to one container type: Choose groups or spaces/topics but be consistent. This will make the reporting a lot easier since the unique IDs can overlap between jivecommunity and jivesgroup.
Hope this helps!
Ryan
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Re: Need a special report to support Customer Service
AndresMejia Jul 12, 2012 9:45 AM (in response to karl.rumelhart)-
Re: Need a special report to support Customer Service
RyanSe Jul 17, 2012 6:33 AM (in response to AndresMejia)Here's the query to get the details of who asked and answered the question (based on userid). Best of luck getting your system set up.
select question.threadid, answer.messageid, question.userid as "Asker", answer.userid as "Answerer",to_timestamp(question.creationdate/1000) as "creationdate",to_timestamp(question.resolutiondate/1000) as "resolutiondate", question.resolutionstate,answer.helpfulanswer,answer.correctanswer
from jivequestion question
left join jiveanswer answer on answer.threadid = question.threadid
order by question.threadid asc
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