Thursday US Admin Office Hours (CS Platform): Jan 25, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 24 January 2024
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sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, January 25, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET.


Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, January 25, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09

 

Meeting ID: 955 6488 6548

Passcode: 296864

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/aeD4b4SdoB

Scott Drost, Gainsight -- Principal Customer Success Architect

8 replies

V
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Hi Scott,

 

I believe that I’ve found the Community article on adding URL’s via concat but as you suspected, it looks like it will take a little bit of manipulation to work. I have a report setup that we can work with.

J
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Hi Scott, these are my questions:

  1. Rules Engine: How do I correctly link a Timeline entry back to its corresponding Success Plan in rules engine? I have a live rule that I can show how I’m currently linking but I’m not sure it’s correct.
  2. Surveys & Tracked Links: I created a test survey with trackable links, sent it to myself, clicked on multiple links in the email. Where do I find the tracking info? I can see how to get to the “Last Email Link Clicked” by recipient from the “AO Participant Activity” object (per your recommendation on Tuesday’s call), but not ALL the links that were clicked (there are 3 links and I clicked 2 of them).
  3. JO emails: If I embed a report (inline), it is formatted with blue background in the column headers. Is there any way to change that to another color? The color branding scheme for my company just looks awful & disjointed with those blue column headers in the same email.
  4. JO emails: If I embed a report (inline), it only shows the first 5 columns in the report. I need to show 7 columns. Is there a way for me to configure this, or can GS Ops change a setting on the back end to allow it? I think it should be up to us to rationalize “# of columns” vs. “is the report readable?”, not have it enforced by the application. That’s what testing is for.
  5. JO emails: If I configure the “from” email address to be a email address from my company’s domain, our email server are somehow knowing that it did not really originate from our email system and flags it as a potential phishing attempt. Is there any feature that allows me to send JO emails “as if” they truly originated “from” my company’s email domain? if there’s documentation I just need to be pointed in the right direction if there’s not enough time in the call.
  6. JO emails: Is there any way to bcc: a recipient? Also when I use the cc: option, Gainsight appears to send a second copy to the cc: recipient, not the original email w// the cc: person copied. Do the cc: emails and bcc: emails count against the platform email limits?
I
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Hi Scott,

I have a few questions:

  1. I’d like to create a report that shows which accounts do not have a Success Plan.
  2. Following up from Tuesday, I would also like to create a report that shows accounts with open CTAs that do not have any Timeline entries.

Thanks!
Ian

E
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Hi Scott,

 

My question is related to the embedded page in the c360, specifically for box. 

What parameters should i use?

are the permissions that are already built into box , will be built in the embedded page or do i need to set them up myself?

sdrostgainsightcom
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Hi @Veronica.Moore   Found it!  Meaning, I found the annotated screenshot I’d done for somebody in the past - hopefully this helps get you a little further along, but either way, we’ll take a look shortly.

 

 

Scott Drost, Gainsight -- Principal Customer Success Architect
V
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Thanks @sdrostgainsightcom! I am testing this now and will hop on toward the end of the call if I’m running into issues.

 

sdrostgainsightcom
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Hello @iancummings and @justo.casablanca (since we spent some time on a follow-up at the end about Data Designer with you, Justo) -- here’s the link to the back half of today’s session where I walked through Data Designer.  Let me know if you have any issues accessing it!

Scott

https://us-30749.app.gong.io/e/c-share/?tkn=rufmm9n8wax34nv10hbt79r6

Scott Drost, Gainsight -- Principal Customer Success Architect
I
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@sdrostgainsightcom thank you so much!

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