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Scotty at Calendly
Contributor ⭐️⭐️⭐️⭐️
March 2, 2023
Question

Anyone using Customer Goals?

  • March 2, 2023
  • 6 replies
  • 191 views

Especially curious to know if I can update those via a rule. I don’t see any obvious options in the rule settings, but we haven’t configured any goals yet, so that might be why. Still want to hear stories though!

6 replies

S
Scotty at CalendlyAuthor
Contributor ⭐️⭐️⭐️⭐️
March 2, 2023

@Alicia Azar maybe you have some folks?

matthew_lind
matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
March 3, 2023

There’s a solid thread here on some of the blockers on full utilization of Customer Goals.

 

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
    manu_mittal
    Gainsight Employee ⭐️
    manu_mittal
    Gainsight Employee ⭐️
    March 3, 2023

    Updating goals easily through the Rules Engine is being developed and should be available soon. In the meantime, there is an option to use our Update API together with the Call External API action.

      Alicia Azar
      Gainsight Employee ⭐️
      Alicia Azar
      Gainsight Employee ⭐️
      March 6, 2023

      @Scotty at Calendly Looks like Manu provided a helpful update here, but let me know if anything else is needed!

      S
      Scotty at CalendlyAuthor
      Contributor ⭐️⭐️⭐️⭐️
      March 6, 2023

      @Alicia Azar do you have any customers using it? The only thing I need now (thanks @manu_mittal!) is how the field is using this feature.

      Alicia Azar
      Gainsight Employee ⭐️
      Alicia Azar
      Gainsight Employee ⭐️
      March 10, 2023

      @Scotty at Calendly I put a feeler out to our CS team and will get back to you once I have some good stuff to share :)

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