Questions 1: S3 load failures in rule 

Questions 2: Fields not showing up in final results 

Question 3. How to edit relationship person email

What is the best way to identify accounts with one subscription?

Long Story:

We don’t want accounts with subscriptions to ONLY specific products to count against usage-based CTAs (because usage is not available for those products). So if it is a product mix, its okay, but if they are only subscribed to specific products then we would not want to factor that subscription/account into certain CTA’s triggers. 

I am having trouble identifying the best way to go about doing this. 

Path Forward - Write a rule that gets a count of each subscription (by account) and look for the products if the result is 1. Don’t include those in the usage-based rule OR I could write the count of subscriptions to a new custom field called Count of Active Subscriptions? Or further, optimize to factor count against products to write to a field called Product Usage Opt Out? 

Posting a quick note here for @Ricardogs18 in response to your Sally question near the end of our session.

I believe that the feature “Quick Insights” might be what you are looking for - it allows you to create a Gainsight Report, then enable that report in “Quick Insights” menus in Gainsight Admin so that users can access it.

I haven’t had much experience with it yet - I will do some testing on my side next week, but the documentation for setting it up is here:

Sally Quick Insights Overview

And this article has links to the more details Config documentation, etc. - hope that works out!

For anybody wanting to review anything from today’s call - focused mainly on Rules to ingest data from S3 bucket, and Rules that are used to classify all customers in your Company table based on whether or not there is data in another object related to each company.

Thank you for joining today!

Office Hours Session Thurs 10Sept20