EMEA Admin Office Hours(Thursday session) - 16/05/2024

  • 14 May 2024
  • 4 replies
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baji_bathula
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This thread is for the Admin Office Hours session for Thursday May 16th,2024. Submit your questions to this thread and we'll address them during our session at 1-2:30 PM UK Time

There is no need to register for the sessions anymore.

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https://gainsight.zoom.us/j/99150084271?pwd=QmozQkpNSm1rMDZPYk1mZGE0NHhKUT09

Meeting ID: 991 5008 4271
Password: 931784
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Baji

4 replies

A

Hi Baji! I am trying to track which CTAs have been automatically closed (e.g. by new customer activity) and which have been closed manually by our team. Our Solutions Architect at GS set a rule to add a comment stating ‘This CTA is closed by automation’ when they automatically closed, but as Comments are a rich text field we cannot filter by them in reports. Is there any way to transform the comments into a field we can filter by, or is there a different way we can track automatic vs manual CTA closure. I will attend the drop-in tomorrow - so any suggestions/support there would be really appreciated!

T

Hi GS team, 

Would love some help with setting up the filter criteria for a Gartner review outreach.

`Need to exclude all customers with a health score of Red or Yellow 
`Need to exclude a handful of customers who have already written a Gartner Review from previous a outreach 

Would you be able to help me with the program logic and selecting the right filters. I reset the program after i've tried multiple times. The filters set up now for Stage - Churn, Primary Contact, Release Notes Recipient, Technical Contact ought to stay as our standard filters, again just need to understand which filters to add for excluding certain individual customers by name/email and red/yellow health score accounts and the logic 

Thanks team!

 

baji_bathula
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Userlevel 4
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@AHoughton In Call To Action object we have a attribute Close Source.In this attribute we can how see CTAs are closed.

 

 

Baji
A

@baji_bathula That’s perfect, thanks so much for your help!

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