Skip to main content

Hello everyone!

This thread is for today’s Tuesday Admin Office Hours session, Tuesday, November 5, 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, November 5, 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

Hi Scott,

 

I am just following up on that multiselect value reporting to see if there is any approach there?

 

Best,
Rishabh

Hi Scott,

Today I’m having challenges with rules engine and JO.

  1. Rules - Help troubleshooting a CTA action that isn’t doing anything but also not giving an error
  2. Rules - In Success Plan action, when I set the status to Closed it updates the plan, but it doesn’t close the associated objectives. I already know from previous experience that Rules cannot directly update the status of an objective CTA to Closed so, how to do this?
  3. JO - Need guidance on building a journey for customer product upgrades

Every X months, I want to check if the customer is on a not-supported version of the product, in which case I want to assign a “Product Upgrade” CTA to the CSM. But if such a CTA already exists and is not closed, don’t create it.

Product family and current version are already stored in relationship. I created a customer xref object that has product family, version, end of support date. I join the relationship and the xref object in a data designer which is the source of my JO audience. The data designer only selects inner joined records where end of support date <= today.

I’m having challenges even with the initial setup:

  • Uniqueness is Company GSID, Relationship Product Family, Relationship Product Version
  • Re-entry criteria?
  • Re-entry wait X days?

Also in the “Create CTA” step of my JO, I’m having problems mapping a dropdown field on the CTA.

Reply


Terms & ConditionsCookie settings