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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, March 18, 2021 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 18, 2021 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

Rules Engine: Trying to figure out how to build a dataset so that it knows yesterday the value was X, but today (when the rule runs) it is Y

@sdrostgainsightcom - Correct! This sounds like the right action. Speak on Thurs!

Hi @sdrostgainsightcom , I wanted to follow-up on the NPS 2.0 customer level calculation feature. It’s been a busy week so i’m still working with Gainsight Support on the Service NOW Year to Date data. 

 

Thanks,

Jasmine

Hi, I need to create a report that will show overdue CTA tasks.  If possible, a report that can identify success plan tasks as well

Timeline Activity not mapping properly to SF (followup from last week)

Some CSM tokens not working when trying to send out NPS email

NPS health not updating into customer health

Hi, 

 

Is this something I would need to update on Gainsight end within the JO Survey? 

 

Company Updates: We have opportunities that are not updating properly when moved through stages.

Timeline Activity not mapping properly to SF (followup from last week)

Some CSM tokens not working when trying to send out NPS email

NPS health not updating into customer health

Hi @mzhang - here is a tutorial on setting NPS scores via a rule 
https://support.gainsight.com/SFDC_Edition/Rules_Engine/Examples_and_Tutorials/Create_a_rule_to_determine_the_true_NPS%C2%AE_score_over_a_period_of_time

Hi @sdrostgainsightcom , I wanted to follow-up on the NPS 2.0 customer level calculation feature. It’s been a busy week so i’m still working with Gainsight Support on the Service NOW Year to Date data. 

 

Thanks,

Jasmine

Hi @jaw - I checked on the Timeline thing we discussed. It is currently not possible to leave out the attendees, status, etc. when emailing an entry.

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