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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

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.

Hi Scott,

 

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

 

Best,
Rishabh

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. 

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