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Gainsight Employee ⭐️⭐️⭐️
January 28, 2020

US Admin Office Hours (Thursday session) - 01/30/20 - 11 a.m. PT - Pre-session Thread

  • January 28, 2020
  • 5 replies
  • 92 views

Hello everyone!
 

This thread is for our weekly Thursday Admin Office Hours session, which will be held this coming Thursday, Jan. 30, 2020 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 (GoTo Meeting):

Thursday, Jan. 30, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

    5 replies

    R
    ryanm
    Contributor ⭐️⭐️⭐️
    January 29, 2020

    Trying to configure https://support.gainsight.com/SFDC_Edition/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Type 

     

    We have relationships setup (to my knowledge it’s fully configured, I wasn’t really brought in or kept up to speed on the initial configuration even though I’m the one managing it - so something could be missing) and I’m trying to include relationship person in the config. I don’t appear to have any records in the Relationship Contact SFDC object, though, and because the merge is supposed to retain common records, this of course results in a rule that is updating 0 records… which is not particularly useful.

    I’m not sure if I’m misconfiguring the above or if there is a prerequisite we’re missing for that. I can’t really find any information on the “relationship contact” object anywhere in your documentation to try and get more information on it so ¯_(ツ)_/¯ 

    victoria_peeker_barry
    victoria_peeker_barry
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 29, 2020

    Having trouble assigning a CTA to Partner Technical Manager vs Success owner in a Rule

    Victoria
    victoria_peeker_barry
    victoria_peeker_barry
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 29, 2020

    also struggling adding a report with related account number to C360.  Wondering if I need to update a rule from upsert so that there is a valid snapshot date for all entries

    Victoria
    Jamie_Sweet
    Jamie_Sweet
    Contributor ⭐️⭐️
    January 30, 2020

    Hi, 

    I need help with my email program. I created a powerlist with 6 test recipients and I can’t get the first test email to send out. I’m not sure if I need to clear the participants from a bounce list (where is that?) or if they are prevented from entering the program twice (does failure/bouncing count as entering a program for the first time?). Either way, I need to fix this so I can actually see the test email and click the link inside it so see if the rest of the program works. 

    jaw
    jaw
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 30, 2020

    I’m having trouble with building the “NPS Trend Over Time” report. 

     

    Examples of what I’m looking to graph is below:

     

     

     

     

     

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