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US Admin Office Hours (Tuesday session) - 08/17/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

spencer_engel
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Hello everyone!

This thread is for today’s Tuesday Admin Office Hours session on Tuesday, August 17, 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, August 17, 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

    6 replies

    victoria_peeker_barry
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    HI - 

    I need help combining CTAs and their timeline activities so I can report on them

    Victoria
    A
    • aaron.semanski
    • Contributor ⭐️⭐️
    • 5 replies
    • August 17, 2021

    Hi Spencer,

     

    Wondering if you can confirm that 3 different datasets can be merged in a Program in Journey Orchestrator and how that is done? Thanks!

    K
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    • Krista21
    • Contributor ⭐️⭐️⭐️
    • 14 replies
    • August 17, 2021

    Hi Spencer, I’m having a hard time trying to bring the SDFC contact ID into my Journey Orchestrator Program. It is mapped correctly in the Participants List and able to be previewed. But, does not show in the JO participants list. Therefore, can you please assist?

    A
    • AgassiTran
    • Contributor ⭐️⭐️⭐️⭐️
    • 42 replies
    • August 17, 2021

    Hi Spencer,

    I see that Associated Records is a new feature in Timeline. Looks like only Company and Relationship got enabled for my org by default. I want to add more objects to Associate Records to. How can I do that? I am referencing this article - https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configuration_of_Associated_Records_to_Timeline

     

    Also, how can I default the Task Owner field to a specific user?

    https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email_Templates/Programs/Add_Participants_to_a_Program?mt-learningpath=how_to_configure_advanced_outreaches#Email_Settings

    spencer_engel
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    • spencer_engel
    • Author
    • Expert ⭐️
    • 670 replies
    • August 17, 2021
    victoria_peeker_barry wrote:

    HI - 

    I need help combining CTAs and their timeline activities so I can report on them

    Hi @victoria_peeker_barry - we have a good tutorial on that here: 

     

    victoria_peeker_barry
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    @spencer_engel I’m trying to create a Low Volume object that stores both the CTA id and the timeline id as lookups to timeline and CTA objects that is populated through a rule.  I have the timeline piece working...but the CTA component is not working

    Victoria

    Reply


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