US Admin Office Hours (Thursday session) - 07/07/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

sdrostgainsightcom
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Hello everyone!

 

Super-late post for today’s Thursday Admin Office Hours session on Thursday, July 7, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET -- I am going to try holding today’s session but some connectivity issues may cause us to give up.  But let’s try!

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, July 7, 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)

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        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

9 replies

A
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Hi Scott, I have two questions 

Is there a way to delete a NPS survey response in Gainsight or exclude it from our reporting? 

Need some advice on the best way to build a report showing the 7 top brands of my customers. 

 

V
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When a CTA is assigned does the Assignee get an email. I have some CSM getting CTA reminder emails and others not. Is there something on the back end that I’m missing? 

A
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Hi Scott, I have a question about calculated fields in rules engine. The numbers aren’t changing day to day. I’m expecting a result of 0 but getting 20.

TurkOfAges
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Hi Scott.

 

I want to create some reporting for CSM leadership on how often CSMs are using various success plan templates to create client success plans. 

Is it possible to do so and if yes, what object do I need to reference?

Thanks!

ACT
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Hi Scott - Need help with a JO program query. It’s not bringing in participants for some reason.

sdrostgainsightcom
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OK @TurkOfAges -- yes, you can report on Success Plan templates - I have to snap a series of screenshots to show you, and it IS using the Associated Cockpit Records table, but wanted to ping you now and tell you that it is on the way!

Scott Drost, Gainsight -- Principal Customer Success Architect
sdrostgainsightcom
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Here’s the how-to for reporting on Success Plan Template, @TurkOfAges  :

 

1st step: create your report on the “Cockpit Associated Records” object and then click on the “Resolve WHOID/WHATID” icon that appears (the 2 overlapping circles):

 

 

2nd Step: Select the “Cockpit Template” object as the object you want to “see” when the “Linked Object” field is populated with a Template ID:

 

 

3rd Step:  Add a couple fields to the “Show” area so you can filter, and then, because the “Cockpit Templates” object stores template names for Success Plans AND CTAs, filter for Success Plan templates as shown.

 

Hopefully this is enough info for you to get at the correct information that you want, and then you can start refining to get accurate counts by Template for each CSM (watch out for the gotcha where there is 1 Associated Cockpit record for EACH objective that the Template creates, so you will have to count by the Success Plan ID (each unique ID) to get the right count of Success PLans.

Hop on the Tuesday office hours if you have questions after digging into this - and enjoy the weekend!

Scott Drost, Gainsight -- Principal Customer Success Architect
TurkOfAges
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Many thanks @sdrostgainsightcom !

M

Hello - is there going to be an office hours session held tomorrow (7/14/22) for the US region? If so, what times? I don’t see any posts on the availability for this week.

 

Thanks,
Mitch

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