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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, July 23, 2020 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, July 23, 2020 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

 

One tap mobile

+13126266799,,253252739#,,1#,864010# US (Chicago)

+16468769923,,253252739#,,1#,864010# US (New York)

 

Dial by your location

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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

How do we send reports/dashboards via JO

Hi Scott, I have follow up questions on the survey question from last time. Thanks!

  1. We want to continue to use the built in NPS Analytics feature. Regarding how responses would be stored, how do we move from company level list to the relationship level and keep our NPS analytics? 
  2. Ideally we have scores from all-time in one table, for simplicity in sharing NPS scores (not having to click through several reports on a c360  to get  a complete picture of the nps score history for a client) and a scorecard metric uses nps scores from the past year average. How would we do this if we have scores on two tables, the old and the new? If we switch to query from the new relationship level survey table we would lose the history from the other table. Or would it be possible to have tech support convert our existing nps survey in survey 2.0 on company level to relationship level so that the results live in the same flattened survey object? 

Trying to track conversions/activity in Programs. Trying to build combined data in data designer that is not returning results as expected, but am new to using DD, maybe something stands out.

Hi Scott, I have an S3 fetch that isn’t working and I would appreciate a second pair of eyes. Also, for the Relationship Sync, which SFDC object is it pulling from in the field mapping? I need to add some custom fields and am not sure where they should go. 

Thanks!

I am trying to create a custom field in the company object but after I save it, it disappears.  Can we walk through this?  Also, certain clients are not receiving an inline survey link.  Is there a way to forward the link to certain clients again without having to run a Program, e.g., generate a link I can send via my personal email?

Hi Scott, Also just want to know if there’s  an integration with Spotfire for usage data and if not is just using a script to load to the S3 the best option?

Hello @ml2019 - just a quick response to your question right above-  best option for feeding data from Spotfire to Gainsight is S3 bucket - Gainsight does not have an out-of-the-box integration set up for SF.

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