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US Admin Office Hours (Thursday session) - 08/13/20 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • August 13, 2020
  • 9 replies
  • 127 views
sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, August 13, 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, August 13, 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

 

Dial by your location

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        +1 646 876 9923 US (New York)

        +1 301 715 8592 US (Germantown)

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        +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

    9 replies

    ml2019
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    • ml2019
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • August 13, 2020

    Hi @sdrostgainsightcom ! I’m implementing relationship persons in our org and would like to walk through loading a test record to relationship person in the rules. We are loading from SFDC Contacts and have relationship tags on the contact records. Thanks!

    tony_tao
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    • tony_tao
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • August 13, 2020

    Can Bcc to timeline work on the relationship level if we only have company person connected through connector 2.0? If not, i’d like to walk through a rule to do load contacts to relationship person

    T
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    • tammy_c
    • Contributor ⭐️⭐️⭐️⭐️
    • August 13, 2020

    Hello - I’m revising our scorecard, and I was considering using “Validity” for the manual scores, but I’m a little confused about what resetting does. In the help article, it said that resetting can be used to avoid displaying N/A values. Doesn't resetting change the score to NA from whatever it was (green, red, etc.)? I tried it and that is what happened. Thanks!

     

    @sdrostgainsightcom Hi Scott - I was able to get a screenshot for you now. It doesn’t actually say reset, but that is what it does. When you click “refresh score”, it resets it to NA which doesn’t seem right - I would think it should be “Renew Score”. I’m also still curious why the Gainsight GO article says resetting can avoid displaying N/A values. Thanks

    i_wlzm455mnA4dATyxGMfOC7j0XjGdabWI4AYhLITueOR8SSIvVQVpgNaMMku7tyj1LffukueJfIb2-DiVqPE-3bu5gr1YxjtFRhZLHQXe7YpCRyilmpa1H1_ccPZ5mNoONQWpd4Dig

    mradford
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    • mradford
    • Contributor ⭐️⭐️⭐️
    • August 13, 2020

    Hi,

    We would like to create a milestone based on at least one email being successfully sent to a contact in a JO program. What field(s) can we use to identify whether an  email was delivered?

    anna-whitehouse
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    • anna-whitehouse
    • Contributor ⭐️⭐️⭐️⭐️
    • August 13, 2020

    Hey Scott, I am trying to test different measure weights for our new scorecards and want to get confirmation that I’m going about it correctly. 

    Thanks!

    mradford
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    • mradford
    • Contributor ⭐️⭐️⭐️
    • August 13, 2020

    Hi, I have a situation where a report does not render properly in the JO Preivew, but when I send a test it displays  fine. Any idea what might cause this? It’s in an email with an inline survey question. 

     

    J
    • jack.dugan
    • Contributor ⭐️⭐️
    • August 13, 2020

    Hi Scott, 

     

    I created a rule in rules engine that populates from the timeline when an escalation occurs for an account. In the rules engine it appears to be displaying properly but when I pull the field into a report it still shows up empty. I am trying to figure out how to connect the rule to the field itself. 

    amy_perrin
    • amy_perrin
    • Contributor ⭐️⭐️⭐️
    • August 13, 2020

    Would like to review a rule to close CTAs that isn’t rendering results.

    sdrostgainsightcom
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    • sdrostgainsightcom
    • Author
    • Gainsight Employee ⭐️⭐️⭐️
    • August 19, 2020

    Hello all - I was reminded that I never posted the link to the recording of this session last week - here it is for anybody who wants to review - and I also have the post up for tomorrow’s office hours session if anybody has follow-up questions they want to get in the queue there!

     

    https://app.gong.io/e/c-share/?tkn=8jzkbxrjcv8hrt7p6q090322

    Scott Drost, Gainsight -- Principal Customer Success Architect
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