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We have Gainsight connected to Salesforce. In Salesforce Account object, we have Next Renewal Date which we have been using to send surveys 150 days before renewal which works great. That data syncs nightly to Gainsight then we query our GS data to send surveys.

 

We are now starting to sell more multiyear contracts so next renewal date might be in 2027 but I want to have a survey sent again in 2025,2026 and 2027.  We have though of some options but we think we are overthinking it.  How do you make sure to send surveys in the middle years?  

Hi @jennypino.

When I configured Surveys to multi-year customers, I simply added two more “days before renewal” values, and utilized an OR filter. For example, you could query for 150 days before renewal OR 515 days before renewal OR 880 days before renewal.

You could also do some date-parsing, by stripping out the month and/or day of a renewal, and then building logic on that, but the above is simple and fairly easy to quickly implement, especially if you’re at risk of overthinking it.

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