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sarahmiracle
sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
August 4, 2021
New Idea

Add One-Off Customer to Journey Orchestrator Program on an Ad Hoc Basis

  • August 4, 2021
  • 4 replies
  • 81 views

Sometimes, it’s tough to be 100% certain that your CSV list is completely accurate and inclusive of all accounts that need to be on a JO program. Sometimes, you create a JO program and someone reaches out and says “hey, can we add this account to this program too?” after the program is already created. For these instances, it would be great to have the ability to easily add a customer ad-hoc to a journey orchestrator program. It would be great to have a way to easily do this within Gainsight instead of needing to upload another CSV file.

    4 replies

    ana_g
    Helper ⭐️
    August 4, 2021

    Have had this come up on occasion as well. +1!

    Anastassia Goidina
      chethana
      Expert ⭐️
      August 5, 2021

      Hello @sarahmiracle 

      Can you elaborate how frequently you come across this use case? From where  you will fetch the details of these participants?

      sarahmiracle
      sarahmiracleAuthor
      VIP ⭐️⭐️⭐️⭐️⭐️
      August 23, 2021

      @chethana with our heavy use of Journey Orchestrator, I face this issue at least a few times a week. Right now, I do a one-time CSV upload as a participant source to add the participant, or I create a one-time query builder with a filter for Company GSID to just bring that one account to the program. 

      Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
      Harika Singadi
      Helper ⭐️⭐️
      November 1, 2021

      @chethana  Is there any limitation on the size of the CSV file  that we upload apart from 10 K records per CSV file ?

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