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US Admin Office Hours (Thursday session) - 03/03/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • March 3, 2022
  • 5 replies
  • 65 views
sdrostgainsightcom
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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, March 3, 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, March 3, 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

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        +1 301 715 8592 US (Germantown)

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        877 853 5257 US Toll-free

 

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

Scott Drost, Gainsight -- Principal Customer Success Architect

5 replies

A
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  • ayakushevich
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • March 3, 2022

Hello Scott, 

Have a question regarding a duplicate NPS CTA being created, need to understand how to avoid this in the future 

jeremy_johnston
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Hi Scott, I’d like a quick walkthrough of how Gainsight handles email opt-out settings for operational emails specifically.  We recently did a CSAT send and saw some emails get failed due to global opt out list reason.  I’ve reviewed the relevant article and am not 100% clear yet.

Email Opt-out Policy - Gainsight Inc.

I’m looking to confirm my understanding of the variables that go into how/when/if GS honors opt outs in both Gainsight Person and Salesforce Contact.

Thx

JJ

-JJ
J
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  • jkolle
  • Helper ⭐️
  • March 3, 2022

Hi Scott, I’m testing some new health score rules engine rules. The tasks run fine and pass but then the actions have 0 pass and 0 fail. I’m doing this as a test run as we aren’t live with the health score but I want to be able to see the distribution of customers with the new health score measures. Is that possible with a test run?

W
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  • wruilova
  • Contributor ⭐️⭐️
  • March 3, 2022

Hi Scott,

 

I would like to know we can get a Salesforce object from a Zuora managed package into Gainsight.

Preferably,  a high level overview of what steps we need to take on our end :thumbsup_tone3:

 

waynedilworth
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  • waynedilworth
  • Contributor ⭐️⭐️⭐️⭐️
  • March 3, 2022

Hi Scott - I would love some help with creating a pivot in Data Designer.  No Matter what I seem to do - I seem to get the same count of records in each case.  I understand the concept and have read through the help article - just feel like I am missing 1 thing to make this work. 

If we have time, I have a specific problem - I am trying to test if a customer has a mix of products.  I think the pivot will play a role in this solution unless you have a better idea:

If a customer has product A and (Product B &/or Product C) - I want the Min End Date of Subscription end for Product A.   As I type this - I think this may just mean if they have A, then get Min End Date of A….

If a customer DOES NOT HAVE Product A but has (Product B and/or Product C) - I want the Min End Date of Subscriptions between Products B and C.  

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