Any guidance?
Solved
Stuck on CoPilot survey mapping
What am I doing wrong folks? I get the attached error when attempting to make an outreach for a Survey in CoPilot. My hunch is that it relates to the info I have in our Customer Info object, but I am not sure how exactly to remedy it.
Any guidance?
Any guidance?
Best answer by alex_legay
Hi Ben,
I recommend not linking any object unless your use case requires this. You should be able to clone the survey and skip this mapping.
The responses will still map to the account without this option.
One example on when to use this would be if you wanted to pass a ticket number through the survey so you know which ticket a survey was for.
I recommend not linking any object unless your use case requires this. You should be able to clone the survey and skip this mapping.
The responses will still map to the account without this option.
One example on when to use this would be if you wanted to pass a ticket number through the survey so you know which ticket a survey was for.
-Ben
Do you have relationships in your Gainsight deployment? I find that I have to careful of how I create my collateral as we have both Account and relationship levels.
+1Hi Ben,
This is something related to the configuration . Since you have selected "Associated Object" as CustomerInfo, please select "CustomerInfo" object while creating the powerlist.
This is something related to the configuration . Since you have selected "Associated Object" as CustomerInfo, please select "CustomerInfo" object while creating the powerlist.
Thanks Sai. That is what I thought. Now I have the challenge of adding data to CustomerInfo as there are things I need for the powerlist that are not there.
+7Hi Ben,
I recommend not linking any object unless your use case requires this. You should be able to clone the survey and skip this mapping.
The responses will still map to the account without this option.
One example on when to use this would be if you wanted to pass a ticket number through the survey so you know which ticket a survey was for.
I recommend not linking any object unless your use case requires this. You should be able to clone the survey and skip this mapping.
The responses will still map to the account without this option.
One example on when to use this would be if you wanted to pass a ticket number through the survey so you know which ticket a survey was for.
That was it! Thanks Alex. On to the next challenge.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.