Skip to main content

Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, January 20, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm 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):

Thursday, January 20, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/253252739?pwd=RHl3ekk0RGN0ZFR3TmRkK1Zldks0QT09

 

Meeting ID: 253 252 739

Password: 864010

 

Dial by your location

        +1 312 626 6799 US (Chicago)

        +1 646 876 9923 US (New York)

        +1 301 715 8592 US (Germantown)

        +1 346 248 7799 US (Houston)

        +1 669 900 6833 US (San Jose)

        +1 253 215 8782 US (Tacoma)

        888 475 4499 US Toll-free

        877 853 5257 US Toll-free

 

Find your local number: https://gainsight.zoom.us/u/aQSPx2jXO

Hi. I’m trying to create some rules to build internal CTA’s (not customer based per say).

 

Goal: We have a series of repeatable tasks that scale for all of our customers and I want to build CTA’s to populate in my CSM’s cockpit to follow some playbooks (Update notes after host office hours, build monthly comms, etc.).

 

We have a customer in our system named “reflektive” which is our company. I’m try to assign all these customer agnostic CTA’s to Reflektive. I keep failing. Here is a copy of the last attempt. Its working.. but not entirely. I’m confident its user error! I look forward to chatting with you!

 

Rule: https://dj0000001rdu5eae.my.salesforce.com/apex/JBCXM__Rules#standaloneRulePreview/d25dd190-c03c-4718-973b-cc86933b96f1?ruleExecutionHistory

Hi Scott, 

I have a question regarding a report data after Horizon Analytics upgrade, the existing filters are returning different results

We utilize the Parent / Child hierarchy within Salesforce, and would like to understand options for Scorecard configurations so that we can measure

  • Child health
  • Parent health, based on a rollup of the children’s metrics

For example, we may have many Child accounts / Companies which represent several geographic locations all belonging to a Parent entity, also represented as an account / Company. We aren’t especially concerned with a drop in usage or health at any individual location, but we would be interested in a drop in usage or health in aggregate across the locations combined.

Note: Our use case doesn’t fit well with Business Modeler / Relationships, so seeking options that involve the SFDC Parent / Child hierarchy.

Hi Scott! I wont be able to join until 2:30pm ET today. I have a couple questions regarding logging customer emails as timeline activities. The Gainsight Email Plug-In has not been approved by our IT team so we are exploring the work around. I’d also like to discuss where to start when creating CTAs based on customer health reports. 

 

Looking for a way to provide a link in a report or dashboard (perhaps through Data Designer to link it to additional data) to the actual survey response that was received.

Reply


Terms & ConditionsCookie settings