Does anyone have any good content to help me with setting up programs? I have found the GS documentation to be a bit hard to understand and am looking for a clean video on how to go about using programs within Survey 2.0. I have built a survey and I only want it to be sent based on a PS Engagement closing, but when I go to set up a program the program provides all of these extra steps I do not require. If there are any good videos or non confusing documents that other Game Changers have used, I would greatly appreciate the help!
Page 1 / 1
Hi
NXT: https://education.gainsight.com/series/admin-training-for-nxt/admin-journey-orchestrator-nxt
SFDC: https://education.gainsight.com/series/admin-training/admin-journey-orchestrator-sfdc
If you are sending a survey, you’ll have to choose one of the survey models as Email Chain will not work. Generic Survey is a safe bet and allows for the most customization. If the survey is Transactional, then CSAT/Customer Satisfaction will likely be better as it can link responses to the activity (e.g. engagement record that closed).
In the Participant Setup, you need to at least do the first 3 steps to create the participant list, set the entry criteria, and map fields from your participant list to Program standard fields.
Hope that helps.
Thank you
Reply
Sign up
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.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.