Solved
I receive the monthly adoption report from Gainsight, how can i create one for my customers?
I want number such as power users, inactive users and add number from reports I have, these monthly report numbers to auto update for customers.
Rohit KopparthiAnswer
Gainsight Employee ⭐️
Jan 30, 2025 2:28 PM UTC
Hi
We can achieve this by leveraging Journey Orchestrator (JO) to automate and personalize customer communications effectively.
Steps to Implement:
-
Create Reports Based on Usage Objects:
- Begin by generating reports that capture key insights from your usage objects.
- These reports should be tailored to highlight relevant metrics and trends that provide value to your customers.
-
Embed Reports into Email Templates:
- Once the reports are created, integrate them into the email templates designed for your customers.
-
Utilize Email Templates in JO Programs:
- Incorporate the customised email templates into your Journey Orchestrator (JO) programs.
- Configure the program settings to trigger these emails at the appropriate touchpoints based on customer behavior, engagement levels, or predefined schedules.
-
Trigger Emails to Customers:
- Configure the program to run on a recurring schedule, ensuring consistent and timely communication with your customers.
- Finally, execute the JO programs to automate the email distribution process.
By following these steps, you can effectively deliver personalised , data-driven insights to your customers.
Rohit Kopparthi