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sdrostgainsightcom
sdrostgainsightcom
Gainsight Employee ⭐️⭐️⭐️
October 28, 2019

US Admin Office Hours (Thursday session) - 10/31/19, 11 am PST - Pre-session Thread

  • October 28, 2019
  • 13 replies
  • 722 views

Hello everyone! This thread is for our Thursday Admin Office Hours session, which will be held this coming Thursday, Oct. 31, 2019 at 11 am PT / Noon 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 Thursday!

Conference Details (GoTo Meeting):

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

    13 replies

    J
    jnguyen3
    Contributor ⭐️⭐️⭐️
    October 29, 2019

    Hi Scott, 

    My team and I are re-amping our scorecard measures. I want to explore the possibility of using NPS’s survey question as a scorecard measure. Do you know if this is possible? If so, can you direct me to the right data source to use? 

     

    Thank you in advance. 

    ashcha
    ashcha
    Contributor ⭐️⭐️⭐️
    October 30, 2019

    Hi Scott!

    I’m trying to create an internal notification email program based off an initial external email program, where an email gets sent to the user every time there’s an action from the recipient (Email Open, Link Clicks) on the first external email that’s being sent.

    • Would Email Logs or AO Emails be best to use here?
    • How would I make sure every link is also being recorded (more than one link in an email)?
    • How to filter for that link in the internal email program?

    Thanks!

    jeremy_johnston
    jeremy_johnston
    Helper ⭐️
    October 30, 2019

    Linked Objects - we have a new team who will only have Gainsight Viewer licenses and want the ability to have Gainsight CTAs 1) create a new SFDC Case, or 2) create a Task/Activity on another SFDC Object (Mobile Apps in this case). 

    I’ve reviewed a couple videos on Linked Objects via the Community along with the Support documentation, and I’m not clear whether the linking functionality supports either use case. 

    Would like guidance to clarify my understanding of how it works.

    Thanks!

    JJ

    -JJ
    C
    clare.wallace
    Contributor ⭐️
    October 31, 2019

    Hi there! Two questions for me. 

     

    1. NPS - How can I adjust my program so that I can check to see if a participant responded before a reminder email is sent? (Screenshot of existing program below)
    2. CTA - Can you talk me through how to set this up based on the NPS answer given in the survey?

    Thanks,

    Clare

     

     

    victoria_peeker_barry
    victoria_peeker_barry
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 31, 2019

    we need help with a projects survey

    Victoria
    ml2019
    ml2019
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 31, 2019

    Hi Scott! I have a question on configing at the R-level. I’m looking to populate my renewal dates at the R-level. 

    stephanienardone
    stephanienardone
    Contributor ⭐️⭐️⭐️
    October 31, 2019

    I have a few questions regarding a couple different areas:

    1. Power list is not exporting with the contact name or account name -- the view history shows it but the export does not.
    2. When in a program and an email template -- it won’t let me add a survey
    3. Surveys are disappearing when I am duplicating them
    J
    jnguyen3
    Contributor ⭐️⭐️⭐️
    November 1, 2019

    Hi @sdrostgainsightcom 

    When you get a chance, can you please post the recording on this thread? Thank you in advance. 

    sdrostgainsightcom
    sdrostgainsightcomAuthor
    Gainsight Employee ⭐️⭐️⭐️
    November 4, 2019

    Apologies for the delay, @jnguyen3 -- I was using a colleagues GoToMeeting that day and need to get the link from him.  He’s out of town, but I’ll post, along with follow-up answers, as soon as I get it from him.

    Scott Drost, Gainsight -- Principal Customer Success Architect
    J
    jnguyen3
    Contributor ⭐️⭐️⭐️
    November 4, 2019

    No worries, thank you for the heads up.

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