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sai_ram
sai_ram
Expert ⭐️⭐️
September 8, 2017
Development

Creating timeline activity via rules?

Related products:CS Timeline & Activity Tracking
  • September 8, 2017
  • 81 replies
  • 2327 views
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

      81 replies

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      andrew
      andrew
      Contributor ⭐️⭐️
      August 7, 2018
      Adding to this request as well 

      We could capture a lot of valuable data with this feature 
      joseph_siudzinski
      joseph_siudzinski
      Helper ⭐️
      August 20, 2018
      Hi Nitisha,
      Any updates to this one?

      Thanks,
      Joe
      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      August 20, 2018
      I don't have an update, but just wanted to remind folks to please vote for the idea if it's important to you! Thanks 🙂
      Lila Krutel, Dir. Global Education Services
        dale_burnett_881207
        dale_burnett_881207
        Contributor ⭐️⭐️⭐️
        August 31, 2018
        Just adding my voice that the ability to put information on the timeline in an automated fashion (e.g. via rules) would be very useful for us.  Currently we log our Meaningful Interactions (across the org - PM, Support, Sales etc.) via SFDC as tasks.  We can't move to Timeline without giving every user a Gainsight license which doesn't make sense just for this one use case.  Even if we wanted to all of our applicable tasks would need to be pulled over somehow.

        In my view, until there's more ways to automatically populate the timeline it's not really that useable in the broad sense (i.e. across the org) - just for the CSM role.
        catherine_lilly
        catherine_lilly
        Contributor ⭐️⭐️
        September 26, 2018
        +1 for this!!
        jackie_cofield
        jackie_cofield
        Contributor ⭐️⭐️⭐️⭐️
        October 1, 2018
        + 1 for this - very important to our requirements!
          angie_delarosa
          angie_delarosa
          Contributor ⭐️⭐️⭐️
          October 1, 2018
          Our CSMs manage their own base of accounts, then Tech Touch manages the rest. I'd like to be able to log a timeline activity for any Tech Touch 1:Many outreaches. I don't believe that's an available option using Journey Orchestrator, so this idea could resolve my issue. Current state is that it will appear as though a portion of our Customer base is not receiving outreach.
            puna
            puna
            Helper ⭐️
            December 7, 2018
            +1

            Would like to be able to use rules to automatically add specific email communications that get delivered to our clients (eg. Black Friday/Cyber Monday Performance Summary that was delivered to our HT/LT segments). That outreach was created/managed by the CSM team so being able to see it in Timeline would be great transparency for our executive team to see.

              chad_horenfeldt_c2ba52
              chad_horenfeldt_c2ba52
              Contributor ⭐️⭐️⭐️⭐️
              March 4, 2019
              +1 seems straightforward. Here are my use cases:

              -As part of a QBR, automatically create a timeline entry.

              -Use case #2, if specific email is opened or clicked, track in timeline.

              anna_whitehouse
              anna_whitehouse
              Contributor ⭐️⭐️⭐️
              May 28, 2019
              +1

              I would like to create Timeline activities to log survey responses (we use Qualtrics so it would be nice to record the responses in Timeline without our CSMs having to copy/paste)

              I would also like to create Timeline activities to log Sponsor Tracking updates.

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