Happy Friday!
Ive been working on a project to register when a brand new user is provisioned as an admin in our platform (which could be huge to help identify risk early and as a way to get them in community and access to their CSM and training etc) which would trigger a series of emails and a CTA for our CSMs to update with correct role, etc. Is anyone using PX to pull in this data into Gainsight to initiate a program?
Hi
Full disclosure: we're in the middle of a PX re-implementation, and I'm mainly a Gainsight CS Admin. So, my PX expertise is quite limited, but I do have some thoughts on how you could potentially achieve this:
Extract User Data:
Leverage the S3 Export Integration in PX to generate a Users Report.
Use Data Designer to identify users who were given the Admin role. (another option could be Query builder, but as I’m not sure how familiar you are with CS, Data Designer might be easier for troubleshooting)
You can define this audience either by:
Comparing an attribute in your Company Person record with the most recent PX export.
Or, by comparing the most recent PX export with the previous one using the "Date Pattern" feature in the S3 Dynamic File Fetch. (Heads-up: This caveat is not called out in the documentation, but when the name of the file has a datetime format, you need to trick the rule to ingest the file the first time by saving a dummy file. I’d contact support to guide you through setting this up the first time.)
Once your audience is defined, you can leverage JO to trigger the relevant emails and CTAs as per your designed customer journey.
Hope this helps you get started!
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