Question

Automatically Adding Email Program Participants to a Survey

Forum|Forum|5 years ago
July 1, 2020
6 replies
103 views

+3

keith_mattes
Helper ⭐️⭐️

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 :)

+5

lila_meyer
Gainsight Employee ⭐️⭐️⭐️
Forum|Forum|5 years ago
July 1, 2020

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.

Lila Krutel, Dir. Global Education Services

Like

+11

matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
Forum|Forum|5 years ago
July 1, 2020

@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.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

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+13

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
Forum|Forum|3 years ago
February 15, 2022

@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.

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.

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+13

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
Forum|Forum|3 years ago
February 15, 2022

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

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.