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Automatically Adding Email Program Participants to a Survey

keith_mattes
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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 :)

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
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6 replies

lila_meyer
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  • lila_meyer
  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • 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
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  • matthew_lind
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  • 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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  • alizee
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  • February 15, 2022
matthew_lind wrote:

@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. 

If you don’t want to make mistakes, don’t do anything. If you want to learn, ask questions and make mistakes, except in construction because they’re the most expensive part of building.
alizee
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  • alizee
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  • February 15, 2022

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

If you don’t want to make mistakes, don’t do anything. If you want to learn, ask questions and make mistakes, except in construction because they’re the most expensive part of building.
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  • lila_meyer
  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • February 15, 2022

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

Lila Krutel, Dir. Global Education Services
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  • anirbandutta
  • Expert ⭐️
  • 1804 replies
  • February 17, 2022

Thank you @lila_meyer 

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

It's an opportunity for engagement

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