US Admin Office Hours (Thursday session) - 11/09/23 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hi Scott,

I’m hoping to understand if there is a way to run a historical/current report on the milestones that get logged to the Customer Journey map.

e.g.

Historical: Run a report showing CSM changes for all customers over the the last rolling 365 days.

Current: Run a report showing data for all milestones (automatic or manual) logged for all customers this year.

Hi Scott, 

Got some more new dynamic JO discussion points for you if we can dig into something I’m confused about (and I’ll be able to share more after I run an actual program through tomorrow morning).

Could we chat about why the audience preview caps out at 20 participants, but the participant list AFTER sending shows the total number of participants? It’s very unnerving to see a much smaller participant list than we know it should be.

I see where the option to sync the full participant list (with remove and knock-off actions) is planned for GA, but I’d still expect to be able to see the full number of participants, even if it didn’t show all of them.

We’re testing sending a small program externally via a CSV (generated from a current/classic JO query participant list) for 227 participants. When I upload the CSV, the list only shows 20 participants total, yet when I download the uploaded CSV, I get the same exact list I uploaded.

To test, I used a simple test CSV (Company Name, my internal testing email, and fake company ID). To test more than 20 participants (21 total), I generated an additional 20 test companies with the same email, and set the company name as the unique criteria (company name 1, company name 2...).

Lo and behold, I got 21 emails.

Then, when I looked at the participant list AFTER the email sent, it showed 21 participants.

Hi Scott,

I’m looking to load in activities to timeline (NOT milestones) and it looks like using Load to Activities isn’t an option since it only allows for Milestones.

I’m wondering if I can use Call External API similar to what you helped me with for loading CTAs to Success Plans.

I just wanted to ask the question before I went down a rabbit hole trying to make it work.

Thanks

Hi Scott,

I have a snapshot rule that is capturing the current month and the previous 3 months data based on a forecast run date in the data.   I need to backfill data.  I changed the rule run date to load only the data from the first forecast run date of 4/30/23.  This loaded successfully with the prior month data as expected.  What I discovered when I tried to change the run date to 6/15/23 to get the forecast run date of 5/31/23 the rule pulled in data for the previous months, but I don’t need the previous months data because I already have that data from the 4/30/23 load.  I just need the current month.  I cloned the rule and removed the actions that load the prior month values and kept the action that loaded the current month.  When I ran this rule in test, I get 5/31/23 and 4/30/23 in the snapshot date.  I can’t figure out why this is happening.  I would appreciate your thoughts on this.  

Thanks,

Rhonda

Hi Scott,

Is there anyway to create a dummy account for the purpose of assigning them companies to build out campaigns and programs using Journey Orchestra?

Our CSM recommended using User Groups or using a generic email address but our security policy prevents us from using shared email accounts. Can GS have accounts that are not tied to email addresses? How could User Groups be used to achieve this and do you have any other recommendations?

Regards,

Keith

Hey Scott - Following up to see if you had any update on if anyone had an example for a data designer build for renewal rate calculations.

Best,

Alex

Hello @Veronica.Moore , @dayn.johnson , @Sean_Hebert , @rho_ran_experian and @Keith K -- I’m about to post to the channel that I have to cancel admin office hours today -- no voice.

I will, however, use that hour to see if I can type some answers as replies to your questions above here in the thread.

Apologies for the inconvenience!

@sdrostgainsightcom -- thank you for posting here to note that!

Hope you feel better soon!

I can get you a quick answer to your question right now, @Sean_Hebert -- yes, you can use the External Actions to create Timeline entries via API just as you have done with loading Objective CTAs to Success Plans.

Between the below documentation and what you’ve already set up for CTAs, you’ll probably be able to put it together without hitting many snags, but jump on next week if you are hitting roadblocks!

https://support.gainsight.com/Gainsight_NXT/API_and_Developer_Docs/Timeline_API/Timeline_APIs#Single_Activity_Save_API

Hope you feel better soon!