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This thread is for our upcoming Tuesday Admin Office Hours session today (Tuesday, May 4, 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, May 4, 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

We would like to create a program to remind new customers to schedule an appointment with an advisor. The Conditional Wait is configured as:

Event = Link Not Clicked (calendar link)
Condition = Case Owner not equal to Support
Time Limit up to 4 days 

The additional condition is to prevent customers from receiving repeating emails if they have already booked an appointment. Would this configuration work? Would it cause any issues with customers getting multiple emails as condition is being evaluation every 11 hours? 

We recently got acquired by another software company and we are sending emails from 2 email domains still. It is possible to adjust our email configuration in gainsight to be able to use email to timeline from either domain name?

We would like to create a program to promote upcoming webinar events hosted via zoom. What is your recommendation to set this up? We’d like the emails to flow like this -

  1. Send Invite Email
  2. Send follow-up email to unregistered contacts (if not possible send to un-opened)
  3. Send a date reminder email to those who have registered. Then a reminder right before the event.
  4. Follow up with recording

Seems like this is possible with a few different programs running but wanted to see if there were any tips / best practices you would recommend!

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