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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, February 7, 2023 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):

Tuesday, February 7, 2023 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/97563672477?pwd=SllMcVdiRVFLY1BFWFRoMGJ5MjFmdz09

 

Meeting ID: 975 6367 2477

Password: 374909

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/aetAGucgRy

Hi Scott,

I have 2 questions that I think will be pretty quick.

  1. I have my SFDC admin hat on and am wondering how I might do something in GS that I can do in SFDC. I want GS to send me an email when a Boolean field is set to True on a custom MDA.  It doesn't need to be real time. I have tried using JO. I can fetch the necessary records from the MDA, but I have no way to merge that data with the user record when attempting to build the participant list. I do not own the record. I did not create it. I have not modified it. There is nothing that connects my user record to the MDA record. Is there any way to accomplish this email alert in GS?  
  2. How do I run a report that shows how many times a Template has been sent out using the GS Assist Outlook plugin?  When I run an Email Log V2 report to capture this data, the only source I see for a certain set of templates is GSASSIST_COCKPIT and the count of sends does not match what I know about these templates.  I know these particular templates are being used in the Outlook plugin quite often.   

Thanks,

Rhonda

Hi Scott, 

I have one question related to the feature that was release last weekend Log Automated Emails from Journey Orchestrator as Timeline Activities, what is best way to go about configuring this on existing programs. 

Also I have one regarding Preview New 360 option. One user is not able to see the preview option, when I log in as the user I am able to see it, I also have checked the user’s settings and configurations and all it is in line, other users with similar access do not have this problem. We did tried different browsers, incognito, the same results. 

Hi Scott, 

Looking to get some feedback on:

  1. Limitations of multi-select fields in reporting.
  2. Easy way to move company contacts to relationship contacts in People Maps.
  3. Snapshot in AE? Choose a field to benchmark?

Hi Scott,

Looking into multiple link tracking in JO: We want to be able to send clients on different paths depending on what links they have and have not clicked in an email that has multiple links

  • If we use event-based conditional waits for Has Link Clicked or Has Not Link Clicked, can we include if clicked on links 2 & 3 in an email but not link 1 & 4, sending them on a path?
    • We are trying to avoid sending them down too many paths if they clicked (or didn’t click) on multiple emails in a journey.

Hey Scott,

Got a question about a query i’m working on for a JO. Thanks!

Hey Scott - Is there a way to limit what field options show up in a linkable object?

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