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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, June 5, 2025 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, June 5, 2025 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

Hi Scott, we have a Rules Engine that has 16 actions. Every time we have to add an additional data source, the Actions have to be re-created. Is there a way to set up Rules Engines where we can add in data sources without re-creating the Actions? Currently we have to re-test every scenario for the  Actions as errors could have been introduced.

Thanks

Georgie

Hi Scott, 

We use Relationships and we need contacts that are on the C360 People tab to also show on the R360 People tab but without creating duplicates. I’m working on a rule to accomplish this and have a question about the 2nd merge in my rule. 

Thanks!

Kellie

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