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

  • 28 January 2020
  • 5 replies
  • 68 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

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)_/¯ 

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

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

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. 

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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