Hi Scott, I have a few questions around success plans - Not sure there whether there is a good option for any of them, so just wanting to validate I'm not missing anything:

Objectives - Is there a way to show a view to these within the Plan Info tab? The business is requesting to be able to view all the plan details in 1 tab rather than needing to click back and forth.

Account Contacts - Is there a way to display selected personas as 'Key contacts' within the plan info tab?

Example:

If persona = Executive Sponsor, display their Name/Title/etc within the Plan info tab. I suppose we could do this if we could build a report and display a report  in success plans, but I don’t think there is any functionality like that outside of adding fields?

Prepopulated Fields - As there doesn't seem to be a 'tooltip' functionality for sections or fields within the success plan, we have been asked to find a way to display instructions/information regarding each section within the plan info tab. The best idea I can come up with is to create custom fields for each section and find a way to prepopulate the data in them with text. I used a ‘Concat’ formula as a way to add text, but it doesn’t seem like the best option so hoping for your thoughts here?

Hi Scott, I have 2 questions on different topics…

1) Company Hierarchy
Are CTAs, Plans, Timeline, Contacts of child accounts visible to the parent account? How do account teams of the child and parent accounts collaborate?
 

2) Administration > Customer Data > Company > Search Configuration
In our sandbox, I added 3 more fields to the display and made 1 of them searchable
My search results layout looks different than what you showed me many weeks ago
Mine: the additional fields show up "under" the account name, in smaller font
Yours: the additional fields show up to the right of the account name, in the same font size (?)

Hi Scott,

I have an email journey with several instructional emails, and at the end I'd like to create a CTA if participation is less than 50%.

For example, if the Journey has 7 emails and by the end they interacted with 3 of them then the CTA would be created. 

How can I set this up?

If there’s time to get into this, I have a question around getting non-CTA/playbook/JO emails set up for internal users (our training team) so they can send semi-automated, templatized communications to webinar attendees/non-attendees following a session.

The emails are currently sent manually from Gmail (bcc “undisclosed recipients” style), and we would like to bring the emails into Gainsight so we can take advantage of analytics, tokenized fields, and optimize the process.

What would be the best way for us to accomplish this? My first thought was the Email Assist tool, but @kstim expressed some doubts and suggested asking on this call.