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john_apple
Expert ⭐️
September 19, 2019
New Idea

Allow Calculated Fields to be used in Variant Filtering

Related products:CS Journey Orchestrator
  • September 19, 2019
  • 8 replies
  • 164 views
We would like the ability to filter email variants within an Email step based on Calculated Fields.

We have a need to send variations based on certain actions taken by the customer which updates data from SFDC. In order to account for these variations, we need to create an email chain with multiple Conditional Waits/branches (using the same Calculated Fields) and send accordingly (multiple email steps). We'd like to just have one Email step and have the filtering based off of Calculated Fields take place all within one step.

    8 replies

    kelly
    Helper ⭐️⭐️⭐️
    February 5, 2021

    This is a major need. Knowing I can’t use survey responses as variant filters, I just created a program with calculated fields to capture those responses only to realize those can’t be used as variant filters, either. 

    travis_floyd
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 30, 2021

    OK, adding to this one to establish a USE CASE since this still hasn’t gotten any traction…

    I create an email chain JO, and send different versions of the email template based on the HEALTH of the customer.  After the first email goes out, we wait 1 week, and then send another email, but we want it to be based on the CURRENT HEALTH of the customer, not on the health when they entered the program!  Since calculated fields are not available for filters at the email template, I have to build 3 templates… one for RED, one for Yellow, and one for Green (or more if using a 5 scale, or 100 scale) and then use separate conditional waits that can look at the Calculated field to determine if the template should be used or skipped!  Highly inefficient… and my CS team wants me to build a 10 week version of this too!  The chain is going to be so long I won’t be able to see it to manage it!

     

    PLEASE give this another look!

    Be excellent to each other.
    anirbandutta
    Expert ⭐️
    December 1, 2021

    @PavanCh pl check this thread

    It's an opportunity for engagement
    dan_ahrens
    Expert ⭐️⭐️⭐️
    December 1, 2021

    This is a strong use case @travis_floyd - you’ve got my upvote!

    VP of Customer Success at Forcepoint
    revathimenon
    Gainsight Community Lead
    April 3, 2025
    The following idea has been merged into this idea:

    All the votes have been transferred into this idea.
    Where focus goes, energy flows.
    Contributor ⭐️
    May 16, 2025

    I too have been bamboozled into thinking dynamic calculated fields can be used as logic in email template variants. +1 from me!

    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 16, 2025

    This absolutely needs to be a thing. It’s not fun to build out an entire program, build and add the templates, only to then realize that you can’t leverage calculated fields to control which version a participant receives, and have to scrap your logic and start over.

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 27, 2025

    And another use case – better version delivery when users don’t match the logic. Looking at you, dynamic JO and evaluate steps with calculated picklist values. I’d rather a user receive the version I set as default rather than fail the program, thanks. 😎

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