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keith_mattes
keith_mattes
Helper ⭐️⭐️
Jul 1, 2020 7:07 PM UTC
Question

Automatically Adding Email Program Participants to a Survey

As a Gainsight Admin, I would like the ability to create an email chain of communications that will end in the sending of a Survey to the customer to gather feedback.

Presently, I need to automatically create a cta or milestone and leverage that in the query builder for a separate Survey Program. It would be immensely helpful to be able to send a survey email within a email chain program.

Bonus points: Add the action to JO to “Create Milestone” for a customer based on their place in a program

 

If anyone has a standard approach or solution to this or advice, it would be greatly appreciated.  I’m still a JO padawan and likely will be for some time :)

    6 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Jul 1, 2020 7:17 PM UTC

    Hi Keith!

    I know this doesn’t help you immediately, so hopefully others can comment on their current solutions too. But there is a complete re-imagining/redesign of Program configuration underway that will allow for a lot more flexibility and customization of Programs. 

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    Lila Krutel, Dir. Global Education Services
      matthew_lind
      matthew_lind
      VIP ⭐️⭐️⭐️⭐️⭐️
      Jul 1, 2020 9:55 PM UTC

      @keith_mattes - I’d vote up the ability to use Surveys within Email Chains in a heartbeat. I’ve encountered a number of use cases when including a Survey within an Email Chain (and not be constrained by the Survey-related Programs) would be ideal.

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      Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
        alizee
        alizee
        VIP ⭐️⭐️⭐️⭐️⭐️
        Feb 15, 2022 10:34 AM UTC

        @keith_mattes - I’d vote up the ability to use Surveys within Email Chains in a heartbeat. I’ve encountered a number of use cases when including a Survey within an Email Chain (and not be constrained by the Survey-related Programs) would be ideal.

        1000000% on this. Sometimes, the survey isn’t the main goal of the program… and we need the flexibility of email chains over the constraints of survey AOs. 

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        The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
        alizee
        alizee
        VIP ⭐️⭐️⭐️⭐️⭐️
        Feb 15, 2022 10:34 AM UTC

        @lila_meyer How far along is that re-imagination of AOs?

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        The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        Feb 15, 2022 8:12 PM UTC

        @anirbandutta Tagging our Community Manager, Anirban, to provide an update on this work.

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        Lila Krutel, Dir. Global Education Services
          anirbandutta
          anirbandutta
          Expert ⭐️
          Feb 17, 2022 7:28 AM UTC

          Thank you @lila_meyer 

          @PavanCh , @richa_bala for any updates we can share?

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