Hi everyone!
I'm sending a JO from the CSMs email address but for some accounts there is no CSM, so the value is null and those participants are therefore failing. Is there a way to input an email address in place of the CSM email address where that field is blank when using a query to pull participants into a Program?
I would tackle this by building a CASE statement into a step in the JO query:
The CASE statement would use the CSM Email address if it’s not null, and a generic email address if it is null.
Then you’ll end up with a “new” field that’s always populated with an email address, and you can use that as your Sending email address. Take note, you may want to do something similar with the Sender’s Name.
To add to what Matthew said, in Dynamic JO, this won’t exactly work as is since the case statement can only generate strings (text) that are not recognized as emails when mapping tokens or header fields in Dynamic JO.
The case statement should seek to generate a GSID for a user, either a real person that’s a real Gainsight user, or a “dummy user” you’ll have created as an internal collaborator in your user table.
From that transform task containing the case statement with your “fallback GSID”, you’ll merge a fetch from your user table on “GSID”. This will give you a pretty robust and easy to evolve fallback logic. And will ensure the email is actually recognized as an email in Dynamic JO, and is mappable.
Hope this helps!
A
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.