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US Admin Office Hours (Tuesday session) - 03/09/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • March 8, 2021
  • 7 replies
  • 64 views
sdrostgainsightcom
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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

Scott Drost, Gainsight -- Principal Customer Success Architect

    7 replies

    jaw
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    • jaw
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 8, 2021

    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

    tony_tao
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    • tony_tao
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 9, 2021

    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)

    jeremy_johnston
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    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

     

    -JJ
    acote
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    • acote
    • Helper ⭐️
    • March 9, 2021

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

    A
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    • ayakushevich
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 9, 2021

    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. 

    E
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    • Ediazesquivel
    • Contributor ⭐️⭐️
    • March 9, 2021

    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!

    jaw
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    • jaw
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 9, 2021

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

    sai_ram
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