Configuration How-To: COVID-19 Best Practice Configuration

A few weeks ago, we hosted a webinar about how to track the impact of COVID-19 on your customers.

In this Community post, I have posted hands-on configuration of the five main areas of the product we focused on for building an effective COVID-19 process and dashboard. Those five sections include (the password for each video link is COVIDvideos): 

1. Data Management and Timeline
2. Scorecard Administration
3. Rules Engine
4. Playbooks and Email Assist
5. Building Reports and a Dashboard

We've also built the ability for you to deploy parts or all of that configuration in Gainsight, so you don't need to build it yourself. We recorded a video here that describes how to use the deployment feature, called Solutions Marketplace, and walks through this COVID-19 configuration that's available to deploy.

Here are the videos. The password for each recording is COVIDvideos.

Data Management and Timeline Configuration

Password: COVIDvideos

Scorecard Administration

Password: COVIDvideos

Rules Engine

Password: COVIDvideos

Playbooks and Email Assist
 

Password: COVIDvideos

Building Reports and a Dashboard
 

Password: COVIDvideos