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angela_domenichelli
angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
February 15, 2024
Question

Requirements for logging email to Timeline from JO

  • February 15, 2024
  • 6 replies
  • 172 views

When logging emails to Timeline from a Journey Orchestrator email Program, does the Company or Relationship GSID need to be in the Participant List?  I thought it did, but I can’t find any documentation anywhere in release notes, gainsight Go, or Community to support my belief.  Does the system just use the email address to map to each Company Person, or other logic like an External Id in the Participant List?

 

Thanks,

Angela “can’t trust my memory” Domenichelli

    6 replies

    dayn.johnson
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 15, 2024

    Curious on this myself -- we mandate the inclusion of the SFDC Account ID for our programs, but curious whether other fields might work as well.

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
      mobrien14
      mobrien14
      Helper ⭐️
      February 15, 2024

      I actually asked a question about this to Support recently (due to an issue of emails not being logged) and was told that the only requirement is either the Company GSID or Account ID is required. Not sure how any person mapping is done but would be curious to hear more, especially with the PC360 beta. 

        dayn.johnson
        dayn.johnson
        VIP ⭐️⭐️⭐️⭐️⭐️
        February 15, 2024

        I actually asked a question about this to Support recently (due to an issue of emails not being logged) and was told that the only requirement is either the Company GSID or Account ID is required. Not sure how any person mapping is done but would be curious to hear more, especially with the PC360 beta. 

        This makes sense. Definitely curious about person mapping, considering how the timeline shows all the recipients at each organization (and their engagement) for each individual email in a historical overview. It’d be interesting to be able to look at a given contact and see everything they’ve received, especially if they’re in multiple organizations.

        Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
          angela_domenichelli
          angela_domenichelliAuthor
          Contributor ⭐️⭐️⭐️⭐️⭐️
          February 20, 2024

          I actually asked a question about this to Support recently (due to an issue of emails not being logged) and was told that the only requirement is either the Company GSID or Account ID is required. Not sure how any person mapping is done but would be curious to hear more, especially with the PC360 beta. 

          I thought external ID or Company GSID was required when creating a Participant List.  How did you have emails missing from Timeline if it is using these fields?

          Angela Domenichelli (She/Her/Hers)
            mobrien14
            mobrien14
            Helper ⭐️
            February 20, 2024

            I actually asked a question about this to Support recently (due to an issue of emails not being logged) and was told that the only requirement is either the Company GSID or Account ID is required. Not sure how any person mapping is done but would be curious to hear more, especially with the PC360 beta. 

            I thought external ID or Company GSID was required when creating a Participant List.  How did you have emails missing from Timeline if it is using these fields?

            It is, the underlying issue for emails missing was unrelated and on the backend. But as part of troubleshooting, just had to make sure I wasn’t missing something on my end.

              dayn.johnson
              dayn.johnson
              VIP ⭐️⭐️⭐️⭐️⭐️
              February 20, 2024

              It is, the underlying issue for emails missing was unrelated and on the backend. But as part of troubleshooting, just had to make sure I wasn’t missing something on my end.

              As someone whose wife is an auditor, I appreciate your thoroughness and due diligence!

              If it’s not in writing, it didn’t happen!

              Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
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