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

Hello all - link to recording of last Thursday's Office Hours session:

https://transcripts.gotomeeting.com/#/s/82a87a2ec420d7db9f0a3034739c47d0a95e4f2e758f875204a62147576a9b21

I’ll be following up with some information later today on some questions we left open during the session.

Thank you for the patience!

Posting a follow-up for @ashcha here: you wanted to know where the individual link clicks and other activities were housed in MDA (for reporting or triggering internal notifications based on activities).=

See my screenshot below - Email Raw Events is the name of the object in MDA that stores each event as it happens (the “Event” field specifies Open, or Click, or Bounce, etc.).  For Click events, the link that was clicked is shown in the “Clicked URL” field.

You can use this to check on specific links, etc, to tailor the reaction: internal email? CTA? -- you can also just put a report  on a dashboard showing activity over the last 7 days or something similar.

PLEASE NOTE: at this detail level, there aren’t any joins to the Company table - although the Customer Name and the SFDC IDs are in this table, it is such a high-volume table that we don’t join it to Company.

This means you can’t globally filter by, say, CSM on it.  However, for driving action based on the customer, it will work for you.

Hope that helps!

Sample report I created to find multiple clicks (I then used the popup on the columns to find out the link name, etc.)

Although this is specifically for @mila_tchistiak , my colleague wrote a great step-by-step for setting up the URL that your Surveys will “live” on in Survey 2.0.

It’s rich with links to the details in the Knowledge Base -- but it puts everything in the order that you have to do it when setting up the first time (something that can be hard to figure out in the documentation).

Some of the important highlights to be aware of when setting up Surveys 2.0 for the first time:

• You are setting up a main landing page (domain) where each survey lives.  This is the web page name someone goes to when they click through a link to take your survey.
• You have 2 options, basically: 
  • Create a subdomain name on gainsightcloud.com -- you can pick a name like “oursurveys” or some other “home” subdomain for your surveys and users will land on oursurveys.gainsightcloud.com when they take a survey.
  • Create a custom domain that’s mapped to your company’s custom domain.  This is where you will need to hand off the documentation to your IT team so they can provide the info you need to set this up.  The specific documentation is here for this process.  This is more work, but only needs to be done once and is often required by IT depts.
• Once you have set up the Domain/sub-domain, follow the step-by-step at the below link for setting up at least 1 “page” on your domain where Surveys can live - multiple pages that hold other content can be set up here as well and then bundled together as a Site -- but you need to at least create a single, generic page for the surveys to live on.

Hope this gets you pointed in the right direction, Mila (and any others working on setting up Surveys 2.0)!

Step-by-Step Survey 2.0 Domain and Page Setup