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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, March 9, 2021 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 9, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/93972497920?pwd=SGJPOFNzNUxCNVZYcHJrWnRjM2FoUT09

 

Meeting ID: 939 7249 7920

Password: F7msaSQ3

 

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

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

Hi Scott! 

I have a question about setting up a bionic rule or maybe real-time rule that counts year to date service now tickets and compares it to a weekly year to date service now ticket target., the year to date target will change from week to week till we reach week 52. 

 

Thanks,

Jasmine

How to create a Gainsight user license/login history report to consolidate license usage 

(I will likely join in the second half of the hour)

Hi Scott.  Need your assistance understanding a JO Survey model - Reminder email issue we experienced this week.  Reminder Emails weren’t sent as we expected them to be.

Case 1

  1. Reminder emails not sent, marked as Closed instead.

 

  1. Conditional Wait configuration:

 

Case 2

  1. 11 Reminder Emails sent, 290 marked as Closed that should also have received a Reminder Email.
  1. Conditional Wait configuration:  same as previous example

 

Hi Scott - I want to run my JO setup/uniqueness criteria by you to confirm it will work as I’m hoping.

Hi Scott, 

Need help figuring out the results of a CTA rule,  the results should be static as there were no changes in between runs, however, each time it runs it says it is updating records. 

Thank you, 

Ana. 

Do you have to have renewal center to bring in opportunities or can I bring them in through the SFDC connector to have csms update a few fields on the opp level?

 

Thanks!

Hey @sdrostgainsightcom ! Please skip me, i’ll join in 10 minutes

Reply


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