Need to make a change to the Team Manager drop down stored in customer info. Not sure where this should be done.

Hi Scott, 

An email that got sent out is being stored under the wrong accounts timeline (being stored in BBVA Bancombre instead of BBVA compass). Is there any way I can move it to the right account? 

Thanks! 

Jack

Hello Scott!

I can not remember if we can do this:
Once a CTA is closed, can we generate a CTA that is 60 days out from the close date

Onboarding | Gainsight
Closed Date: 3/2/2021

Action: Create QBR CTA
 

QBR | Gainsight
Due Date: 5/1/2021

Hi Scott, 

I have a question about viewing the NPS at a customer level within the “NPS 2.0”. 

Do I have to create a separate report to view the NPS Score at a customer level? I am thinking of using Data Designer to merge the two survey datasets, find the average NPS at the customer level, and then group the categories into promoters, passives, and detractors. 

Thanks,

Jasmine

Also wondering if there is a way to attach or shorten links in the customer summary comments section.

Hi @jaw -- as I thought, no, we’re not missing something obvious on the NPS 2.0 analytics tab - that ability to aggregate by Customer isn’t available.

Again, I’m pretty sure it’s because it can really lead to confusion in NPS calculations that we withdrew it on the 2.0 tab, but waiting for details from the product owner.

Once I hear back, if they don’t have some sort of Customer Analytics sub-tab on their “to-do” list already, I’ll create a product request here and you and others can vote it up/add details, etc. if it’s a strong enough need.

That said, though, for the moment at least, you’ll have to use Data Designer to build a customer-level summary table and create a dashboard.

Best

Scott