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sdrostgainsightcom
Gainsight Employee ⭐️⭐️⭐️
March 17, 2021

US Admin Office Hours (Thursday session) - 03/18/21 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • March 17, 2021
  • 8 replies
  • 100 views

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

    8 replies

    edwardpulga
    edwardpulga
    Contributor ⭐️
    March 17, 2021

    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!

    jaw
    jaw
    Contributor ⭐️⭐️⭐️⭐️⭐️
    March 17, 2021

    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

    Dkirkpatrick
    Dkirkpatrick
    Gainsight Employee ⭐️⭐️
    March 17, 2021

    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

    Every Second Counts!
    M
    mzhang
    Contributor ⭐️⭐️⭐️
    March 18, 2021

    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

    F
    Forrest.Langsam
    Contributor ⭐️⭐️
    March 18, 2021

    Hi, 

     

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

     

    R
    Ricardogs18
    Contributor ⭐️⭐️⭐️⭐️⭐️
    March 18, 2021

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

    spencer_engel
    spencer_engel
    Expert ⭐️
    March 18, 2021

    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

    spencer_engel
    spencer_engel
    Expert ⭐️
    March 19, 2021

    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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