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US Admin Office Hours (Thursday session) - 06/16/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • June 15, 2022
  • 10 replies
  • 113 views
sdrostgainsightcom
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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, June 16, 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, June 16, 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

        +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

Scott Drost, Gainsight -- Principal Customer Success Architect

10 replies

A
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  • ayakushevich
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 15, 2022

Hi Scott, 

Data on Gainsight Home is not accurate, need some help troubleshooting it please and finding what is the issue. 

victoria_peeker_barry
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We are struggling a bit with Gainsight home and making majority of our reports available for the team

 

Victoria
N
  • neekhan
  • Contributor ⭐️⭐️⭐️
  • June 15, 2022

Hi Scott, 

I will be attending tomorrow at 2:00 pm EST. I’d like to discuss how to set up a query for a cloned JO program to pull participants who did not respond to our initial outreach in a previous program launched. 

 

N

Hi Scott, one of our users is experiencing continued issues with emails logging to GS.  They sync to the C360 timeline, but not to the R360 timeline. I will join tomorrow to discuss. Thanks!

N
  • nmani
  • Contributor ⭐️
  • June 15, 2022

Hello! We’re trying to figure out how to bulk edit opportunities from within GS and have that feed back to Salesforce. 

J
  • johnnyriv
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 15, 2022

Hey Scott,

 

Going to join a bit later on tomorrow hopefully I catch you, but I have a question in regards to history tracking/reports. 

T
  • Todd.Dowell
  • Contributor ⭐️⭐️⭐️
  • June 16, 2022

I need some help using data designer to set up a spreadsheet type report where I calculate the %Red customers, etc.   It might look something like this:

 

Total Customers, Count Red, % Red, Count Red w/Risk CTA, %Red w/Risk CTA

ACT
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  • ACT
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 16, 2022

Hey Scott - I have 3 teams who need to give a justification for their separate subjective health scores. I have one team who has a timeline update for this. Wondering if I can have the timeline update feed based on relationship so I don’t have to create 3 separate timeline updates for the same activity. 

rho_ran_experian
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  • rho_ran_experian
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 16, 2022

Trying to join but am stuck in the waiting room.

 

ACT
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  • ACT
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 16, 2022

I’m also stuck.

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