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US Admin Office Hours (Tuesday session) - 03/23/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • March 22, 2021
  • 3 replies
  • 32 views

spencer_engel
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Hi everyone,

 

This thread is for our upcoming Tuesday Admin Office Hours session today (Tuesday, March 23, 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 23, 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

3 replies

kather_gf
  • Contributor ⭐️
  • March 23, 2021

Hi Spencer,

I have a question about getting a rule filter in place to find the most recent record, and then Apply to Score. Seems I’m close but something seems off. 


  • Contributor ⭐️⭐️⭐️
  • March 23, 2021

New NPS responses coming in but not going into surveys and NPS tab under customer.

I don’t think this is related to the broken health rule as this has not been an issue until now. 


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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • March 23, 2021

Hi Spencer, need advice on howto create a pie report with a Company open CTA count in the drill down, not sure what is the best way to do it in the current configuration.