EVOLVE with Gainsight - October 6, 2022

I’m wondering about the use case for the In-App Engagement and Nucleus. I am a Gainsight Admin for my company and I can see use cases to utilize these features within our Gainsight CS instance. Is this possible or is it only meant for the PX product to be used in our applications?

If you were to edit the program/the template itself rather (journey orchestrator), what's the easiest way to go about doing it?   Currently, every minor edit we have had to make takes a long time to rerun/apply to the program.

For Pooled CSM assignments, we have our account permissions on lockdown so only a user assigned to the account can see the details. Since the pooled model only applies to CTAs, how would I need to adjust my permissions to allow a user access to the account based on the CTA owner?

Hi Product team - 

In a Journey Orchestrator Advanced Program for a 3-4 email chain setup: is there a way a customer can exit/be removed from the program if they interact with us after the 1st or 2nd email within the chain? So they don't stay in the program for all 4 emails?

For pooled work assignments, can we BCC to timeline the CSM group? So that requests coming from emails in Outlook can be logged in GS immediately, and from there, CTAs can be assigned to the pooled group in GS.

Is there more documentation on the use cases of Customer Goals vs Success Plans? I got the below response in the meeting chat “Success Plans are tactical tools to align work and actions required to achieve specific goals while Customer Goals is the larger strategic tool to align teams around a customer's overarching desired outcomes and Success Plans can be a part of a Customer Goal.” We use standard CTAs as the tactical tool to align work and actions and the Success Plan is the strategic tool. I like the idea of Customer Goals but not sure how to work it into our instance. Is there more documentation on Goals?

Can you confirm if a sales person has a Salesforce license but is an internal collaborator in Gainsight they still wouldn’t be able to see Customer Goals even if we synced it with the Account Plan object in Salesforce?

Could you provide the documentations for Pooled work assignments, Product Enhancement Request and Success Snapshot? Can’t seem to find it online.

What does the release timeline look like for all the features mentioned in EVOLVE?

Can you confirm if a sales person has a Salesforce license but is an internal collaborator in Gainsight they still wouldn’t be able to see Customer Goals even if we synced it with the Account Plan object in Salesforce?

 

Customer Goals is a section on standard NXT account/opportunity widget or custom widget in Salesforce. These widgets are accessible to users with license “viewer” and above. Hence viewer license is required to access Customer Goals in Salesforce