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US Admin Office Hours (Tuesday session) - 01/25/22 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, January 25, 2022 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, January 25, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95579728548?pwd=UGRNbnlmK2MrMFJDV3BNRzlTeERwQT09

 

Meeting ID: 955 7972 8548

Password: 457364

 

For dial-in info by your location, find your local number:

https://gainsight.zoom.us/u/a3hcfBNC2

Scott Drost, Gainsight -- Principal Customer Success Architect

5 replies

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  • morgan.best
  • Contributor ⭐️⭐️
  • 6 replies
  • January 25, 2022

Hi Scott. Can we talk through automated CTAs based on increases/decreases in our data?  We are finally at a stable point with our login and usage data. Thanks!

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    BrittanyReichwald
victoria_peeker_barry
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Hey Scott - we have outlook to timeline working - but have a question….is it possible to attach the email to a specific CTA while sending - or is it just to general timeline

Victoria
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    BrittanyReichwald
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Hey Scott! Hoping to update historical data using a T/F data point!

We have a training team who is hired by our customers to set up 'Bootcamps' - Bootcamps are a series of emails to help users adopt the platform. 

We want to be able to see if these do indeed help drive adoption for our customers. So, I had our data team push in a T/F value for those who have ever been enrolled in a bootcamp. The problem is that it only applied to the daily files from the date we pushed it in and I need it to apply to all historical.

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victoria_peeker_barry wrote:

Hey Scott - we have outlook to timeline working - but have a question….is it possible to attach the email to a specific CTA while sending - or is it just to general timeline

I dont think its possible to do a specific CTA, but I am curious too! I have tried and only been able to do general timeline. 

victoria_peeker_barry
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@BrittanyReichwald you can add CTA as a related object….in the configuration..after the email is in timeline - but I don’t think you can do a task

 

Victoria

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