Thursday US Admin Office Hours (CS Platform): March 21, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 21 March 2024
  • 5 replies
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sdrostgainsightcom
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Hello everyone!

Apologies for the late post for today’s session!

This thread is for today’s Thursday Admin Office Hours session, Thursday, March 21, 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, March 21, 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

5 replies

sdrostgainsightcom
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Userlevel 6
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Transferring your question over to the new thread, @justo.casablanca !

I have a JO program that sends emails based on data I upload via CSV to a custom object. This is a monthly process. Next month I have to delete all data in the object and upload the next month’s data for sending of emails again.

I would rather not have to delete the previous month’s data. I could add an “Email Sent” flag to the custom object, for example, and update my JO participant source to pick records where “Email Sent” != True. But then, once the emails are sent, _how_ do I update “Email Sent” = True? Can that be done directly by the JO after the emails are sent? I don’t see any options in the JO config for such a task.

Scott Drost, Gainsight -- Principal Customer Success Architect
angela_domenichelli
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Hi @sdrostgainsightcom !  I have a bit of a puzzle at my new company.  There are depenedent drop-downs on the Timeline, and no one knows how they were created and they need to be updated.  Hoping you can help solve the mystery!

Angela Domenichelli (She/Her/Hers)
C

Hi Scott,

I’m wondering if you or other folks on the call have a well-established process and/or template for Gainsight auditing. The direct request is to “think of a weekly GS audit process (with audit checklists) to check if everything is functioning as it should”. This feels like it could be quite a heavy lift without the right approach (or even with the right approach I suppose), so really just looking for any tips or advice.

Thank you!

Chae

J
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Hi Scott, a new question: in a JO email, is it possible to have a single inline Y/N question (trackable) without incurring the overhead of a full survey configuration?

For example, “Is this email useful?”, followed by clickable Y/N or thumbs up/down responses.

C

Hi Scott,

Would you be able to share those audit resources / assets you mentioned during this Office Hours?

Thank you!

Chae

Hi Scott,

I’m wondering if you or other folks on the call have a well-established process and/or template for Gainsight auditing. The direct request is to “think of a weekly GS audit process (with audit checklists) to check if everything is functioning as it should”. This feels like it could be quite a heavy lift without the right approach (or even with the right approach I suppose), so really just looking for any tips or advice.

Thank you!

Chae

 

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