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This thread is for our upcoming Tuesday Admin Office Hours session today (Tuesday, April 27, 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, April 27, 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, Spencer. 

I have a question about turning weekly data into monthly data.

Our CSMs want to see utilization data weekly so that they can catch any downward trends quickly. Our executives are used to monthly data. That can be done in Excel with a complicated but useful process: https://www.exceltactics.com/how-to-convert-weekly-data-into-monthly-data-in-excel/.

Can that be done in Gainsight reporting?

Also, I’m interested in any best practices for formatting emails. I copy and paste text into Notepad before pasting into our email template and still I have to battle the HTML code.

Thanks!
 

Talk about rules engine scheduling

Platform Users

Is there a way to force a “Bounced” person into a JO Program?

Is there a way to force a “Bounced” person into a JO Program?

Yes, you’ll need to go to Email validator and take the person off the deny list first. Then you’ll be good to go. https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email_Templates/Email_Options_and_Guidelines/Email_Validator

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