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Hello everyone!

This thread is for today’s Tuesday Admin Office Hours session on Tuesday, October 15, 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, October 15, 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 @sdrostgainsightcom 
(From last week) - help with API scripts for external action - post to Slack. 
Thanks. 

Help with building a report in Data Designer to show accounts where a specific activity type is not present.  For example, active Companies that have not had any QBR’s logged this year or ever. I have built where I can see when the last date (MAX activity date of QBR =>90 days, etc.) but cannot get it to provide a list of Companies where No QBR has been recorded.  QBR=NULL just shows no companies and we know that to not be true.

Suggestions for the best way to trigger single instances of NPS surveys to companies following email or verbal communication.  To date, we have only queried for specific kinds of company contacts on a monthly basis rather than ad hoc single contact users. 

Hi @sdrostgainsightcom ,

  1. Cont’d from last office hours: Could you demonstrate how to execute a rules engine rule from an external action API call?
     
  2. Need help interpreting some results from a JO email program
    • “3 participants dropped from the journey”
    • “49 participants were manually removed from the journey”

Hi Scott,

What’s the recommended process for sharing survey response details with CSMs?

We’re working on Sally for Slack so that could be an option in the future, but in the interim I believe I can use JO. Is there a way to filter the response report & share it via JO with only the CSM of the account?

Thank you,

Chae

One more for my previous JO question above: “Participant part of bounce list”

I am a very new admin, and having to pick up from our previous admin who left. I am trying to dig through how we currently have things set up, but it’s very confusing to me about how to read the rules engine or how to figure out how/why things are set up.

 

Here are some of my questions/objectives:

I’d love to cover how to “read” pre-made rules in the rule engine and how to “read” the logs.

I need some data just to be “mirrored” from dashboards, or if one changes, the other changes.

I’d like to understand more about logging product feedback, and how to track/aggregate it.

 

Thank you so much!

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