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531 Topics
lokeshraovn
lokeshraovnHelper ⭐️
posted in Archived content
calendar and meeting invites in Email Templates

When building Email templates, Having placeholder or building a email template with Meeting invites and calendar blocks will be great. many times. The use case we are trying to build is Leveraging Copilot feature to send communication to our internal employees. These emails are Training and  Enablement session communications that will have calendar blocks and meeting invites. This use case can be leveraged to use with account contacts / customers as well. Thanks! ~Lokesh

1440
K
7 years ago
tom_gerth
tom_gerthGainsight Employee ⭐️⭐️
posted in Archived content
Emailed Excel Results for Advanced Outreach

I have a customer that is able to get an execution report after a regular Copilot Outreach is sent out. Is there any possibility to have something similar sent out for Advanced Outreaches? We understand that we have the Advanced Outreach Analytics within the product itself, however an emailed execution log would be particularly helpful for this customer.

300
manmeet_dosanjh
7 years ago
leanne
leanneContributor ⭐️⭐️⭐️⭐️⭐️
asked in Archived content
Latest release broke surveys

After the release last week, we started receiving reports that survey links we were sending out through CoPilot were giving users an error message saying: "An error occurred, please contact survey sender." Turns out in the survey site itself in SF, there is a checkbox that notes "Require secure site (Https)". And with the latest release, Gainsight started to require this for survey sites. THIS IS THE KIND OF INFO WE NEED IN RELEASE NOTES!! This is not the first time we've had releases break functionality without any warning.  And this time, not just back-end functionality, but broken functionality in something we're sending out to our Customers, which just makes us look bad.  So just in case anyone else is getting the same issue, it's an easy fix.  I just would have preferred to fix it before we sent broken links out to our customers. 

700
scott_renna
7 years ago
elizabeth_adams_c593ee
elizabeth_adams_c593eeHelper ⭐️⭐️⭐️
posted in Archived content
More Reports in a CoPilot email

We have a use case where we would like to include more than five reports. Is there currently a plan to expand that capability? Thanks, Elizabeth

170
elizabeth_adams_c593ee
7 years ago
sai_ram
sai_ramExpert ⭐️⭐️
published in Archived content
Gainsight Feature Deprecation(CoPilot Outreaches - Deprecation Planned - 2018)

As the Gainsight application evolves and new functionality is introduced, at times, we will deprecate older features and functionality. When a deprecation is planned, we strive to provide customers with at least 3 months notice. In many cases, we’re able to provide more advance notice, so that you can learn the new features and plan how to transition your content or processes. In CoPilot, we plan to deprecate the Standard Outreaches functionality sometime in 2018. Refer to How to Configure Adv. Outreaches for instructions.

290
sai_ram
7 years ago
nora_soza
nora_sozaHelper ⭐️
asked in Archived content
Copilot - Time Scheduler Field - Reporting

Is there a field available to validate that the Time Scheduler Field is working properly? When I dig into the email logs table, I can access Trigger Date of a copilot send.  I can't tell if the trigger date/time is this same thing as the send date/time. If yes, that would mean my Time Scheduler Field isn't working properly. If no, is there a different send date/time field that I am unable to access or find?

410
sai_ram
7 years ago
manmeet_dosanjh
manmeet_dosanjhHelper ⭐️
asked in Archived content
CoPilot Outreach Configuration

Hi! I could use some assistance setting up an Outreach chain in CoPilot. Just need another set of eyes that might see something different. We are trying to automate a few processes such as sending Tips&Tricks emails to users that have recently logged into our platform for the first time. The issue I am experiencing with this is that we don't want to send work related emails during the weekend, because more than likely it won't be checked.  Since we are basing the Powerlist off of the first login date, it has been difficult to get the date logic down so that no users are being skipped on these outreaches.  Currently, there are 3 email outreaches we have set up to fire 1 day, 6 days, and 11 days post first login. I am flexible on that timing so it doesn't have to match exactly. However, due to the current setup, depending on what day the first login was, they may be excluded from receiving one or more of these outreaches due to schedule date falling on a weekend. I tri

810
dan_ahrens
7 years ago
ellenoangieslistcom
ellenoangieslistcomContributor ⭐️⭐️⭐️⭐️⭐️
asked in Archived content
Copilot Placeholder Formatting

When creating CoPilot emails and using a Placeholder to pull a field in from Salesforce, the formatting doesnt match the surrounding.  Is there a way to format these placeholders/tokens?

330
cinco_coates
7 years ago
manmeet_dosanjh
manmeet_dosanjhHelper ⭐️
asked in Archived content
CoPilot Outreach Scheduling

I looked around and didn't see anything that answered my question but sorry if this is obvious!  We have set up Outreaches in CoPilot that are sent out to users as part of our On-boarding process. For example, we send an Outreach for a new user that was provisioned but hasn't logged in to the platform yet. We have this scheduled to pull in users to the Powerlist that were provisioned 2 days before rule date but have not logged in yet. The issue we are experiencing is that if a user was provisioned on a Friday, the outreach would be expected to be sent on a Sunday. As a company, we'd rather not send out work-related items on weekends so we do not schedule the Outreaches for weekends. This means that by the time Monday rolls around, the user would no longer be on this Powerlist and that 1st reminder email was never sent to the user.  I was wondering if there was a way to set up this up based on Business Days? That way we could have this automatically push the outreach for Mon

460
manmeet_dosanjh
7 years ago
zach_davis
zach_davisHelper ⭐️
posted in Archived content
Standard Fields for Tokens in Outreaches

Would it be possible for us to have standard fields as options when mapping tokens in Co-pilot Outreaches? My examples would be dates but its possible there are others. Some emails need to specify the date that the Outreach was triggered. We could accomplish this if we could map 'run date' (with formatting options that would allow us to do full the date format  or Day, Month or Year individually.

30
zach_davis
7 years ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Archived content
Summer Release is Live Now!

Gainsight's Summer (v5.9) release is live in your orgs. We've prepared a variety of resources to help Admins and end users understand and make use of the new features: For Admins, we're offering live webinars: Sept. 6 at 9:00 AM - 10:30 AM PT - CoPilot, Surveys, Reporting, Rules Engine, & Timezone Standardization - link to register Sept. 7 at 9:00 AM - 10:00 AM PT - GS User, Sally bot & Slack integration, Share 360 layouts, & Scorecards 2.0 migration - link to registerYou can also read our detailed release notes and new articles. Here are a few end user and Admin videos that highlight a couple of key new features: Intro to Sally bot Intro to Shared 360For end users, we've prepared slides with annotated screenshots to help explain what's new in this release.  We look forward to hearing your feedback about the new release!

350
lila_meyer
7 years ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Archived content
Gainsight's Summer Release is Coming Soon!

Gainsight's Summer release (v5.9) is coming out on September 5. This release contains lots of exciting new functionality, including the following enhancements: Surveys: create in-line surveys to display a question directly in an email, and create survey links with an expiration date Scorecards 2.0: a migration utility is available to help you convert Account Scorecards (1.0) to Scorecards 2.0 Rules Engine: configure Rule Chains using Bionic Rules, include MDA Joins in Bionic Rules, and leverage Cron Expressions for flexible scheduling of rules (including multiple times per day) Success Plans: view Success Plan progress in a Gantt chart and create Success Plans using Bionic Rules Email Assist: send reports and surveys via Email Assist; last used contact is automatically populated in To field; From and Reply-to addresses are now customizable, and more Timeline and Activities: Timeline is available in the Account and Opportunity widgets, plus s

380
lila_meyer
7 years ago
denim
denimHelper ⭐️
asked in Archived content
Add Copilot outreaches to dashboard

I would like to create a report based on specific copilot outreaches that I can then add to a dashboard. This would be so I could track all the outreaches applicable to my role on one dashboard, and not have to go to copilot. Once we are able to share dashboards with stakeholders, I would then be able to share/show value of certain outreaches with them this way as well.  I am able to create reports for email logs, but, those seem to be only reporting on emails sent via email assist.  Does anyone have any advice on how to create such a report?  Thanks! Denim 

180
dan_ahrens
7 years ago
rish_singh
rish_singhContributor ⭐️⭐️⭐️
posted in Archived content
CoPilot email configuration

Is it possible to configure CoPilot outreaches so that, rather than everyone being bcc’d so no one knows who gets an email, that everyone [i]in an email domain can see on the To: line everyone else at their company who got the email? This would help mitigate a lot of issues with mass communications.

270
matthew_lind
7 years ago
elizabeth_adams_c593ee
elizabeth_adams_c593eeHelper ⭐️⭐️⭐️
posted in Archived content
Survey Questions 1:Many

We have customers that have multiple activities / projects happening simultaneously. Rather than sending multiple emails for updates or at close out, we would like to send one email that covers multiple instances. We could set parameters to say 'repeat this question where project close date is between A and B.' For example, client is working on Project 1, 2, 3 at the same time - they are coordinated, but involve different specialized teams. In the survey, we would say rate Project 1 experience, Project 2 experience, Project 3 experience, etc. For this to be effective, we would also need questions to be tokenized - reference post: To https://community.gainsight.com/gainsight/topics/creating-surveys-with-tokens. The survey would be delivered via CoPilot email - both automated and through CTA Assist. Thanks, Elizabeth Adams

290
dan_ahrens
7 years ago
ben
benHelper ⭐️⭐️⭐️
asked in Archived content
Anyone else seeing CoPilot add multiple unnecessary decimal places to numerical variables?

We cloned an existing, working email template in CoPilot for a special project. The template itself contains a numerical value, which is the number of days until the customers renewal is due. Up to this point, it has always come across to the customer as a whole number (i.e. "40"). BUT, following the new template we made yesterday, it was sent as "40.00000". This was not present in the preview before initiating the outreach. Anyone else seeing this behavior with new email templates? On a side note, we did get a fun reply for the customer: ""40.00000​ days." That is very all-the-way-to-the-fifth-decimal-place specific!" 

940
vinaykumar_konduri
7 years ago
melissa_ranney
melissa_ranneyHelper ⭐️
asked in Archived content
Filtering contacts based on previously received outreaches

Hello! Curious if there is a way within CoPilot to narrow down our Power List based on previously sent outreaches. When building a Power List, within the "Which meets the additional criteria from Contacts" section, we would like to be able to select an option to designate whether a contact has received a specific previously sent message (which, currently, all outreaches are stored within the 'Activity History' section on their respective Salesforce page -- please see example below). For example, we would like to be able to say the following: Activity equals Welcome to SPS Commerce! ('Welcome to SPS Commerce' being the subject line of the outreach) Let me know if this makes sense or if I can help clarify any of the above! Thank you, Melissa

400
abhishek_sivaraman
7 years ago
samantha_braastad
samantha_braastadContributor ⭐️⭐️⭐️⭐️⭐️
posted in Archived content
Use Bionic Rules to create a PowerList

We are exploring the use of a bionic rule to create a more targeted Power List in CoPilot that leverages multiple data sources pulled together. While we could push it to an MDA table and then create a PowerList, it's an added step that is not needed as we do not need to historically keep track of this information in its own table. Having the ability to simply 'push' results to a Power List would be a huge time saver.

273
dan_ahrens
7 years ago
ky_powell
ky_powellContributor ⭐️⭐️⭐️⭐️⭐️
posted in Archived content
Tokenize a field after uploading a CSV template into CoPilot

Is it possible to tokenize a field in my email template to pull the value from the uploaded CSV in my power list? It is a field that is not in salesforce but I would like to insert that value from the uploaded CSV into my email to make it more personalized. Is this possible or can I only use tokenized fields from sfdc?

190
daniel_oberes_b2e3e0
7 years ago
dallis_king
dallis_kingContributor ⭐️⭐️⭐️
posted in Archived content
Persistant Legends on Reports

I send usage reports internally and to customers through CoPilot on a fairly regular basis. Normally these are stacked bar charts with multiple measures beign displayed at once. This is fine, because the legend appears at the bottom to indicate which each of the colours are representing.  When a user only has one type of measure being displayed on the graph though, the legend disappears. This is problematic because even I don't know which measure is being shown and it can cause confusion when trying to read the reports and understand our customer's usage patterns. It would be great if there was the ability to toggle an "always-on" legend so that I could have the measure display even when there is only one type of measure on the graph.

30
dallis_king
7 years ago
denise_griffin
denise_griffinContributor ⭐️⭐️
asked in Archived content
How to change font of a token in Copilot templates (e.g., First Name)?

When I test an outreach, the text produced from the "First Name" token is bigger than the text in the rest of template.  I can't find a way to change the font/size of the token text.  

1320
denise_griffin
7 years ago
christopher_sanderson
christopher_sandersonHelper ⭐️⭐️
posted in Archived content
Idea for a CoPilot standard C360 section

I think it would be cool to develop a C360 section similar to Surveys, where it knows what Outreaches you've developed.  When you use the drop down to see that particular Outreach, it gives you specifics on that Outreach (sent, open, bounce, etc). I can certainly build a report on that data, but its not dynamic enough.  Meaning I have to either add a filter for Outreaches, or any other number of too many clicks to get the data situations.

250
angela_domenichelli
7 years ago
lokeshraovn
lokeshraovnHelper ⭐️
posted in Archived content
Export Custom Email Templates from Copilot

There is no ability to export the custom email templates from Copilot. It will be good if we have an Export option so that we can use the exported email template is other systems like Marketo

260
dan_ahrens
7 years ago
bruno_giacomelli
bruno_giacomelliContributor ⭐️⭐️⭐️⭐️
posted in Archived content
Batch of suggestions to Copilot

Hi all, I've been keeping notes of every issue I've found in Gainsight in the last days. Thought about how to share them and instead of creating one topic for each, however I've preferred to dump everything in 1 topic per feature. Here you have my annotations for Copilot: Power Lists You can't use filters to deal only with workdays in filters like "last N days". This means you need to workaround to avoid sending emails during the weekend. Editing templates CTRL+C behavior doesn't work like expected. It pastes in the end of the text. CTRL+Z behavior doesn't work like expected. It doesn't undo last action sometimes. CTRL+V behavior doesn't work like expected. It doesn't work when pasting over a text selection substituting it. When copying one template and pasting in another template opened in a secondary tab, tokens copied may break (not always). This usually shows up specially when you save and then later opening the template once again. Sometimes when you edit the token, th

880
bruno_giacomelli
7 years ago
tom_gerth
tom_gerthGainsight Employee ⭐️⭐️
posted in Archived content
Show Field Names in Outreach Failure Results

While trying to debug some issues with a recent Copilot outreach issue with a customer, we've discovered that the fact that the outreach failure report shows each column with a gsd or gsm header really slows troubleshooting down quite a bit. The biggest issue is that the customer wants to be self sufficient in these issues and the gsd/gsms are really making it difficult. I understand that this is how the results are designed, but is there any way we can get something on the road map to show the display name as they are configured in the MDA table to show in the results versus the gsd/gsm ids? I've attached a screenshot for reference. Thanks!

310
kate_green
7 years ago

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