Skip to main content
spencer_engel
spencer_engel
Expert ⭐️
August 19, 2019

US Admin Office Hours (Thursday session) - 8/22/19, 1 p.m. PST - Pre-session Thread

  • August 19, 2019
  • 15 replies
  • 220 views
Hello everyone! This thread is for our Thursday Admin Office Hours session, which will be held this coming August 22, 2019 at 1pm PT / 2pm MT / 3pm CT / 4pm ET. Please note this is two hours later than usual due to a company-wide meeting we have during our usual time of 11am PT.

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

    15 replies

    Show previous replies
    shane_mccoy
    shane_mccoy
    Contributor ⭐️⭐️⭐️⭐️
    August 22, 2019
    Hey Spencer,

    I'm having a lot of trouble of adding a global filter to a dashboard of field type picklist / multipicklist across multiple objects. I have a multipicklist field on Account that I am using to map to a multiselectdropdown field on Company using Gainsight Connect. When setting up the global filter, I select the source field from the Account object as the reference but when I go to map the field within the Company object, i get an error (see attached).



    S
    sseybert
    Contributor ⭐️⭐️⭐️
    August 22, 2019
    Hi Spencer,

    My team is starting to think about implementing success plans, and we are wondering if you could either point us to or talk through some of the most popular success plan templates that companies adopt.

    Also, is there a way for me to decide which specific colors to use in charts for certain values? For instance, when I make a pie chart segmented by a particular field in the Company object, can I decide, for each value of that field, what color the section of the pie should be?

    Thanks,

    Stephanie

    jamoreman
    jamoreman
    Contributor ⭐️⭐️⭐️
    August 22, 2019
    Hey Spencer,

    I have a question about AO unsubscribers. I see in the Email Opt-Out Policy article the following:

    If I include criteria in my Power List to respect the opt-out field, will unsubscribed contacts still appear in my Power List?

    Yes, the unsubscribe check occurs during execution of the Outreach, so they will still appear in the Power List.

    My questions is whether I need to include this unsubscribe check box into my AO Progams to ensure that its accounted for or does Gainsight automatically look for this without me asking? And in both the current program where they unsubscribed and in future unrelated programs?

    spencer_engel
    spencer_engelAuthor
    Expert ⭐️
    August 22, 2019
    Hi everyone, I'm out with a sick kid, so just wanted to give you a head's up my esteemed colleague @tom_gerth will be leading today's session.

    M
    mhoangws
    Helper ⭐️
    August 22, 2019
    Hey Spencer,

    We're exploring using JO to send out onboarding emails/surveys as soon as an opportunity closes. We are currently using SF which allows us to send the email right away. It seems like using a powerlist in JO would only allow us to refresh a powerlist daily. Any ideas on how we could build out something like this?

      Terms & ConditionsAccessibility statement