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sdrostgainsightcom
Gainsight Employee ⭐️⭐️⭐️
March 7, 2022

US Admin Office Hours (Tuesday session) - 03/08/22 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • March 7, 2022
  • 16 replies
  • 198 views

Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, March 8, 2022 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, March 8, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95579728548?pwd=UGRNbnlmK2MrMFJDV3BNRzlTeERwQT09

 

Meeting ID: 955 7972 8548

Password: 457364

 

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

https://gainsight.zoom.us/u/a3hcfBNC2

16 replies

W
wruilova
Contributor ⭐️⭐️
March 7, 2022

Hi Scott!

I was wondering if you could provide a high level overview on how to create a CTA for beginners, and general best practices? Thank you!!

P
phillipsj
Contributor ⭐️⭐️⭐️
March 7, 2022

Hi Scott, 

I’m unable to determine what is causing a S3 Import triggered rule to fail with this message: 

2022-03-07T22-16-44_UTC - Task name: S3 Import, Start time: 2022-03-07T22-16-44_UTC, End time: 2022-03-07T22-16-44_UTC, Message: java.io.IOException: (line 79) invalid char between encapsulated token and delimiter, Records: -1
P
phillipsj
Contributor ⭐️⭐️⭐️
March 7, 2022

I ended up deleting line 79 after seeing what appeared to be the encapsulated token and couldn’t determine exactly what part of the cell was causing the delimiter to become invalid. 

P
Pankaj
Contributor ⭐️⭐️⭐️
March 7, 2022

Hi Scott,

Problem we are trying to solve: Report on the Number of accounts that our CSM met in the last 90 days vs their book of business by product type (Sounds easy😊 )

Special consideration and workflows -

  1. After entering timeline CSM tags the contact with the product type using a custom multiselect dropdown list in person tab under c360
  2. We do not have an asset list in our salesforce, for every product we have an active checkbox

 

What I have done so far:

  • I’m using activity attendee object to get the list of contacts that the CSM met in last 90 days
  • I’m using Person field to get the product list (custom multiselect field, which is flattened by a rule and store it in another custom object -thanks to Shiv from GS for the suggestion)
  • Merging the above based on contact id
  • Another data set to get the book of business for CSM
  • And the final merge.
  • The report isn’t showing data that will be easily readable and it is confusing. My goal is to have CSM ID as global filter and the CSM Manager can use the active checkbox filter to drill down on the product they want to explore (I’m open to suggestions)
T
Todd.Dowell
Contributor ⭐️⭐️⭐️
March 8, 2022

Hi Scott, 

Looking for a way to create a reoccuring NPS survey for multi-year deals based on Original Contract Date.  I’ve found articles on Lifecycle in Weeks but this functionality seems to have been depricated.  Any ideas on what others are doing to acheive this?  

 

Todd

A
amandatelford
Contributor ⭐️⭐️⭐️⭐️
March 8, 2022

Is there a way to keep GS formatting when activities are synced from GS to SFDC?  RIght now, the way it comes through is all crammed together so anyone looking at SFDC has a hard time reading it.

A
ayakushevich
Contributor ⭐️⭐️⭐️⭐️⭐️
March 8, 2022

Hello Scott, I need help troubleshooting why I have duplicated company persons in Gainsight 

J
johnnyriv
Contributor ⭐️⭐️⭐️⭐️⭐️
March 8, 2022

Hello,

 

I am wondering if theres a way to create a report on the usage of a CSM. for example, do they log in to use the cockpit, run reports, etc?

A
amandatelford
Contributor ⭐️⭐️⭐️⭐️
March 8, 2022

Scott,  One additional question is whether there is a way to choose additional activity information when logging an email using Gainsight Assist.  Right now it comes over as Type: email but the stage and activity are blank. 

sdrostgainsightcom
sdrostgainsightcomAuthor
Gainsight Employee ⭐️⭐️⭐️
March 8, 2022

Whoops - apologies, @Pankaj - I meant to ask if the Data Designer was getting closer to what you wanted and didn’t get a chance to - any luck so far?

Scott Drost, Gainsight -- Principal Customer Success Architect
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