Skip to main content

Tuesday US Admin Office Hours (CS Platform): Oct 29, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • October 29, 2024
  • 3 replies
  • 49 views
sdrostgainsightcom
Forum|alt.badge.img+4

Hello everyone!

This thread is for our today’s Tuesday Admin Office Hours session, Tuesday, October 29, 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 29, 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

Scott Drost, Gainsight -- Principal Customer Success Architect

3 replies

V
Forum|alt.badge.img+3
  • Veronica.Moore
  • Helper ⭐️⭐️
  • October 29, 2024

Hi Scott,

 

Our team would like to calculate NPS response rates using the following formula: 1 response per customer per quarter.

 

Context: We may have 350 contacts receiving the survey, but only 125 customers overall. We’re interested in showing out of 125 customers, have we received at least 1 response.

 

I’m hoping to perform this calculation in a regular report but understand that data designer may be needed.

 

It’s also worth noting that we’re using the redesigned JO so the AO Participant objects are not referenceable.

R
Forum|alt.badge.img+4
  • rkumar
  • Contributor ⭐️⭐️⭐️⭐️
  • October 29, 2024

Hi Scott,

 

I am following up on the drop-down reporting to see if there are any updates about it. Thanks.

 

Best,
Rishabh

H
  • Heather C
  • Contributor ⭐️⭐️⭐️
  • October 29, 2024

We are looking at sending our NPS Survey so that we send out and receive responses more on a rolling basis, instead of having a large number go out at one point in time and then we receive a large number of responses that we need to deal with at one point in time. 

We decided to trigger these off of Onboarding date. 4 months after onboarding and then every 4 months after that. We have a Date Field that is called Transition Date. This works for triggering the survey to new customers 4 months after onboarding, but how do we get this date so we can trigger every 4 months after that Transition Date and how do we pull in existing clients in off the Transition Date, almost as if it were a Month/Date field. 

Terms & ConditionsCookie settingsAccessibility statement