My team is looking for a way to create an Email Alert to certain managers when an Account has turned Red. They opted out of using a CTA to do this, but wanted to know if there was any alternative ways in Gainsight to have this function.
When the overall health of an account (Account Health scorecard) turns red, the managers of each of the 4 team members should be notified via email:
Hi
You will be able to do that with a User Program (in Journey Orchestrator). It looks like this in terms of setup (you’d have to adjust this as this example is for the sentiment measure, but ultimately the logic will be the same).
In your case, you could easily get your:
From the company object and you will then map them as relevant in the custom mapping (see below).
You can then configure your email with the TO and the CC recipients, as per (or something similar to) the below example:
Hope this helps!
Let me know if you have any questions!
How did you get to the Task Execution flow diagram ??
I recommend having a look at the following resources:
Which should help you get to grips with how to build a participant query and more generally, mapping it.
Ok, we tried to Merge the Tasks like the Flow Diagram you provided, and its just connecting to a new Item instead of going horizontal
The above is based on my data schema - which you have to adjust to your own data schema.
I recommend looking at the resources linked above for the foundations of JO and how to build a participant query (there’s a link to the basics of rules engine from there, on which the query builder is based) which are super comprehensive.
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