Pulse Academy Live: Admin 200 Training
Admin 200 is designed for CS Admins with at least 6 months of experience, an engaging day is planned with a variety of interactive hands-on sessions and experienced guest speakers. Topics include a Journey Orchestrator advanced tips and tricks presentation and discussion with an expert JO operator. We will also practice using Pivots to gather more meaningful insights from your data with scenario based exercises. And by popular demand, we will be exploring the Event Framework and triggering Rules based on Events, including using APIs. Additionally, we’ve invited experienced Gainsight Admins to showcase some of their most creative solutions to common issues, including Audience sourcing in JO, creating unified Contact records and Contact cleanup, and more.
We will end the day with an Admin Idea Exchange to share and discuss current business challenges. Everyone will have the opportunity to present their problem, discuss with a small group, and share ideas and options with peers, so you can head back to work and tackle your issue with new creative solutions!
Detailed Agenda:
9:00a - 9:15a - Welcome and Introductions
9:15a - 10:15a - From Data to Decisions: Unlocking JO Reporting Potential with Dan Wiegert
Ever wondered how to make sense of your JO data and turn it into actionable insights? Look no further! Join Gainsight’s own JO Admin for an engaging session where you’ll discover the best reporting options using JO objects. Learn practical tips and tricks on selecting the right objects, knowing when to use them, and iterating your reports for maximum impact. Plus, gain expert advice on presenting your findings in a way that resonates with your audience. Get ready to transform your data into decisions!
10:15a - 10:45a - Audience Alchemy: Crafting Dynamic Groups in JO with Dayn Johnson Ready to elevate your audience-building skills? Join Gainsight customer Admin Dayn Johnson for a hands-on session where you’ll learn how to create reusable and dynamic audiences in JO with ease. Discover how to leverage the power of Data Designer to streamline your data sources while retaining the flexibility to update audience criteria even after publishing. Walk away with actionable strategies to simplify your workflows and maximize efficiency.
10:45a - 11:00a - Break
11:00a - 12:15p - Pivot It, Just a Little Bit
Discover how small adjustments can lead to big insights! In this session, you’ll dive into the Pivot task within the Rules Engine to manipulate data and uncover valuable outcomes for your organization. Gain a deeper understanding of how this powerful feature works and learn practical ways to apply it to drive meaningful results. Get ready to pivot your data—and your perspective!
12:15p - 1:15p - Lunch Break
1:15p - 2:45p - The Main Event (Framework) with Brad Tippetts and Travis Floyd
Take your Gainsight administration to the next level with this in-depth session on leveraging APIs. Explore the Events Framework, harness External Actions for seamless integrations, and gain hands-on expertise in working with Gainsight's API to build robust, customized solutions.
PLEASE NOTE: This session is designed for those with a foundational understanding of APIs—if you’re new to APIs, we recommend completing the API Web-Based Training first. Get ready to enhance your admin experience with advanced API techniques!
2:45p - 3:15p - Scalable Solutions for Managing Contact Data with Keith Mattes
Streamline your approach to managing customer contact data with this practical and scalable session led by Gainsight customer Admin Keith Mattes. Explore how to define roles and personas within your organization using a custom Gainsight solution. Learn strategies for addressing common challenges, implementing foundational solutions, and iterating on future enhancements to align with your organization’s evolving needs. Elevate your contact management strategy and drive impactful results!
3:15p - 3:30p - Break
3:30p - 4:00p - Gainsight Admin Hacks: Work Smarter, Not Harder with Caitlin Ankney
Ever set out to complete a seemingly simple task in Gainsight, only to find yourself spending hours on it? You're not alone! This is a common frustration for Gainsight admins, particularly those new to the platform. In this session, I’ll share a collection of essential tips and tricks designed to help you maximize efficiency. Whether you're just starting or have years of experience, you'll walk away with practical, actionable insights to streamline your workflows and overcome common challenges with ease.
4:00p - 5:00p - Admin Idea Exchange: Bring Your Own Challenge
Got a tricky configuration or a problem you don’t know how to solve? This collaborative session is your chance to gain fresh perspectives and actionable solutions. Bring your toughest challenges and tap into one of the best resources available—the collective expertise of your fellow Gainsight Admins. Whether you're looking to start solving or refine your approach, this interactive exchange will leave you with new insights and ideas to tackle your obstacles head-on.
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