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Admin Training Corner Series - Journey Orchestrator

  • March 2, 2023
  • 1 reply
  • 173 views

lisa.mirth
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  • Gainsight Employee ⭐️⭐️
  • 40 replies

Hello Admins!  

Happy March!! 🍀🍀🍀  I always love this time of year when the cold weather turns to warm sunshine. 🌞  So, let’s talk about how Journey Orchestrator can automate some routine customer touchpoints to free up some time for end users! 

Using Journey Orchestrator, you can trigger email communications to the right customer at the right time.  The best part of JO is that emails can be tokenized to personalize the message and you can combine both automated and personal touchpoints.

Some of the common uses are: 

  • Welcome emails for new customers
  • Product release notification and overview
  • Quarterly NPS® survey emails
  • Send customers reports with key insights in a regularly scheduled email
  • Reminders of upcoming Renewals or Quarterly Business Reviews
  • Automate repetitive communications

Do you have a JO Program in your environment that has made a significant impact?  Tell us about the design and how it’s impacted your team.  I love hearing the diffeent ways customers are utilizing JO to simplify workflows.

If you’re preparing to launch your first JO Program, check out this content: https://education.gainsight.com/journey-orchestrator-tips-tricks/702728/scorm/c2q4cwb2xzuw

Did you find this topic helpful?

1 reply

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • March 2, 2023
  • Risk: We have some automated risk campaigns that send out an email from the leader asking to connect to discuss.  These trigger from the opportunity being flagged as at risk and also include an inline survey question for them to tell us where they need help as well as a link to the leader’s outreach calendar to set up time.  We then send an email to the leader and AM to let them know when a survey response has been received so that they are aware.  We mainly do these for smaller customers today, but we have seen some success, so may look at expanding.
  • Product Updates/EOLs: We’ve also used JO and surveys quite a bit for product feature EOL information gathering.  A short survey to ask the customer what their plans are for the EOL and the timeframe they plan on achieving.
  • Value Realization: We also have some programs that aim for customers to get more value out of their products.  With these, we usually highlight a feature (or sometimes product) that the customer may not be aware of or taking advantage of, and then, have a button to request time with the AM or CSM to review the details.  Clicking the button fires a CTA for the appropriate person to follow up.

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