Skip to main content

Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, November 19, 2020 at 11am PT / 12pm 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!

Conference Details (Zoom):

Thursday, November 19, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/253252739?pwd=RHl3ekk0RGN0ZFR3TmRkK1Zldks0QT09

 

Meeting ID: 253 252 739

Password: 864010

 

Dial by your location

        +1 312 626 6799 US (Chicago)

        +1 646 876 9923 US (New York)

        +1 301 715 8592 US (Germantown)

        +1 346 248 7799 US (Houston)

        +1 669 900 6833 US (San Jose)

        +1 253 215 8782 US (Tacoma)

        888 475 4499 US Toll-free

        877 853 5257 US Toll-free

 

Find your local number: https://gainsight.zoom.us/u/aQSPx2jXO

Hi,

  • I am trying to report on Gainsight Task (tasks that are logged in timeline activities). Having trouble finding the object to report on. Hoping to get some guidance. Thanks!
  • I have a support ticket open in regards to JO - what populates the account default lookup list? If we have time, I would like to get it answered, but can also wait for support to get back to me on it.

Hello,

I need assistance with data designer and report creation.

I would like to see accounts w/o timeline activity over last 30 days -  trending line report - WoW. So it would be the number of accounts “dot” with the option to click into the “dot” on a trending line report to see which customers don't have timeline activity. Once I have this report, I can then duplicate it for each segment

 

Secondly, I would like to see True NPS trending line report WoW. This will be a report for each segment. I want to see regardless if there were respondents or not that week, the cum true nps score WoW. 

Quick post here for @jaw since we didn’t get the question answered before having to drop - after looking at it again, I’ve confirmed that no, you can’t send out 3 or 4 reminder emails with different # of days spaced between each.

HOWEVER, you can set up Reminder #1 and Reminder #2 on the Survey Program - see my screenshot below, but you can use that “Escalation Email” as “Reminder #2” email - it’s named that in the template to remind people that they can send an internal email to stakeholders if desired - but you can rename it and make it the 2nd followup 30 days later or whatever you need vs. Reminder #1.

Then you can set up a generic email program for reminders #3 and #4 - if you can join Tues office hours, I can walk you through that part - but I still recommend using the Generic Survey program template to launch and track this, and use it for Reminders #1 and #2.  Hope that helps you start the setup!

 

FYI - @michelleb - haven’t forgotten you, but need to pull a series of screenshots for this setup you’re looking for and may not be able to do that today.

Thank you - I will stay tuned for the screenshots. I appreciate the help! @sdrostgainsightcom 

Reply


Terms & ConditionsCookie settings