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Question

Anyone using Customer Goals?


Especially curious to know if I can update those via a rule. I don’t see any obvious options in the rule settings, but we haven’t configured any goals yet, so that might be why. Still want to hear stories though!

6 replies

  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • 27 replies
  • March 2, 2023

@Alicia Azar maybe you have some folks?


matthew_lind
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 650 replies
  • March 3, 2023

There’s a solid thread here on some of the blockers on full utilization of Customer Goals.

 


manu_mittal
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  • Gainsight Employee ⭐️
  • 639 replies
  • March 3, 2023

Updating goals easily through the Rules Engine is being developed and should be available soon. In the meantime, there is an option to use our Update API together with the Call External API action.


Alicia Azar
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  • Gainsight Employee ⭐️
  • 9 replies
  • March 6, 2023

@Scotty at Calendly Looks like Manu provided a helpful update here, but let me know if anything else is needed!


  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • 27 replies
  • March 6, 2023

@Alicia Azar do you have any customers using it? The only thing I need now (thanks @manu_mittal!) is how the field is using this feature.


Alicia Azar
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  • Gainsight Employee ⭐️
  • 9 replies
  • March 10, 2023

@Scotty at Calendly I put a feeler out to our CS team and will get back to you once I have some good stuff to share :)


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