US Admin Office Hours (Thursday session) - 02/16/23 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Scott, I’ll post a follow-up question or two. Your response might help me make a little headway between now and Tuesday. 

If I want to create a new NPS survey from an external source that isn’t Survey Monkey or PX, do I want to use the CSV import? I tried this, but didn’t get it quite right, seemingly. The data is already written to a custom object in Gainsight, but I don’t see an option to “Import from Gainsight object.” In the documentation on Relationship Surveys, there is an Import from External Source, but that seems to have moved to the NPS Analytics page.

Another struggle for me is that I want to create this as a Relationship survey, type Product. If I create a new survey as if I was going to distribute from Gainsight, I have the option to choose the Relationship type. But when I import from CSV via the NPS Analytics page, I don’t. 

Hey @sdrostgainsightcom  - Following up to our work on the Success Plan Status Tracker. Thanks so much for your help:)

Looks like the rule is populating values correctly. There was one more thing I believe you wanted to add as a separate Action to feed into a field/fields on the Success Plan object itself to easily identify when a Success Plan is moved into a particular Status. How do I add that action to my Horizon Field Tracking Rule?

-Alex

Hello @rho_ran_experian -- OK, I refreshed my memory on the internal discussion from the previous Office Hours about setting this up and read my internal Slack thread and of course I’d forgotten what I already knew-- the Subject Line isn’t available anywhere in the Email Logs.

Basically, you will have to use a Case Statement after fetching the Assif there are just a few Email Templates you are monitoring at the moment that they could use, you have to use a Case Statement to “assign” the Template Name info in a Data Designer.

So after your Activity fetch of Emails Activities created by the Plug-in for Outlook or Chrome (filter by Source Contains PLUGIN) -- you have to create a Case statement in a transformation to get the Template name -- sorry for the bad news.

If you look at my screenshots attached, you’ll see a report where I grabbed Template Names and Subject Lines from an Advanced Outreach report, and then started a Case statement in my DD to add a column for Template Name based on the match.

Hope this all makes sense - drop a line back with questions!

Screenshot 1:  report on AO Emails object to show the Email Template names and their associated Subject lines.  I’m assuming the same templates are being used for JOs as for the PlugIn.

For any templates that only get used by individuals via Assist and Plug-Ins, you’ll have to check the Template Subject Lines in the Email Template admin screens to get the Subject Lines and matching Template names.

Screenshot 2: starting the Case field in my Data Designer to match up the Subject Line to Template per the above report (yes, copy/paste).

Note that the Default will be “Other” assuming that there are a set of templates that you really want to know about, and then the rest can be lumped together.

OR you can make the Default the Subject Line.

Working on your filterable monthly trend report via Pivot in Data Designer at the moment @pshunt and @Alicia Fisk -- trying to iron out a couple rough spots in it but will let you know in the coming 30 min or what I’ve got and provide some screenshots.

And continuing the “yes I’m trying to figure out an unexpected twist to the use case, will get back to you” messages, this one is for @jochle , still working out a viable suggestion for you in coming 24 hrs as my initial thought won’t fly . . . but I haven’t forgotten you

@sdrostgainsightcom thanks for your help with the filterable report--greatly appreciated. 

I re-read the import survey documentation for the third time, figured out where I went wrong, and I no longer need help with that one. 😅

@sdrostgainsightcom thanks for digging into the data designer work around to get at GS Assist template use.  Unfortunately, I have 100+ templates and most are not used in JO so I don’t think this solution is going to scalable for us.   I can always do a one off report for a particular subject line in Timeline Activity if I have to have this metric.  Thanks again!