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Tuesday US Admin Office Hours (CS Platform): July 23, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • 23 July 2024
  • 3 replies
  • 41 views

Hello everyone!

This thread is for today’s Tuesday Admin Office Hours session, Tuesday, July 23, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):

Tuesday, July 23, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09

 

Meeting ID: 967 5809 8131

Passcode: 678844

 

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

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

3 replies

sdrostgainsightcom
Userlevel 6
Badge +3

Transferring a question from @rho_ran_experian here:

 

Hi Scott,

  1. Our Survey JO is set up using a quarterly wave on the account level.  Static dates for each wave are held in a custom object. Accounts are surveyed once per year.   The Filter Criteria on Participants allows participants to reenter once 180 days.  I learned in some training that the participant data is static once it enters the program. At the time I didn’t realize the survey program was set up to let participants in after 180 days.   I want to understand how the criteria of 180 days affect the participant data in our survey program.
  2. Another question on the Survey JO, how does editing the survey questions affect the JO?

Thanks,

Rhonda

Scott Drost, Gainsight -- Principal Customer Success Architect
dhastings
Badge +1

Hello Scott,

1st attempt at Migrating an Object, report, etc. from Sandbox to Production using X-Org Migration.

Created a Bundle name to capture Object, InMoments  . . .

Thank you,

Di

 

 

 

Craigo
Badge +1

Hi Scott, 

Accidently posted on the last sessions thread: 

I need some advice on best practices for contact management. We've encountered situations where a CSM has created duplicate Company Person records. However, we can't identify or merge them as duplicates because the unique fields like Email and Name are in the person record. I want to avoid simply removing one of the duplicates because we're unsure which timeline entries each company person might be linked to.

One more question regarding duplicating timeline entries. If a CSM has used the Gainsight Assist Tool and an email address that is not associated with a Company Person is logged, the email appears in the external contacts. When duplicating the timeline, these emails are missed. The API seems to be looking for a Company Person GSID and ignoring the emails. I suspect this is the expected behavior, but I wanted to double-check.

Thanks

Craig

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