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US Admin Office Hours SPECIAL TOPIC THURSDAY 8/4: CLOSED LOOP SURVEY FOLLOW UP - Pre-session Thread


spencer_engel
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The first 20 minutes of Tuesday’s Office Hours this week (1pm PT / 2pm MT / 3pm CT / 4pm ET) will be focused on any configuration questions following our closed loop survey webinar last week. Here is the link to the recording for reference.

 

Topics to be covered include: 

  • Survey setup
  • Journey Orchestrator Program setup
    • CTAs and/or emails that trigger based on survey responses
  • How to configure Slack connection
  • How to configure individual external APIs once Slack is set up

As usual there is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details (Zoom): 
 

Join Zoom Meeting

ID: 93972497920
Password: F7msaSQ3

 

‪(US) +1 877-853-5257‬

‪(IN) +91 0008000401530‬

6 replies

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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 75 replies
  • August 3, 2020

Hi Spencer,

I’m excited to hear about this! If there’s time after the presentation for questions, then I’d like to ask you some questions around JO programs.

Thanks,

Kate


victoria_peeker_barry
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Hi Spencer - 

What object would I use if I want to create a rule based on NPS 2.0 response?


  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 74 replies
  • August 4, 2020

If there is time, I am having issues with a Gross Churn Formula.

Formula: ((Total Gross Churn/Total Prior Amount)-1). Is there a way not to have to aggregate the final number when adding it to a report?


tony_tao
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 97 replies
  • August 4, 2020

How to load to S3 bucket via rules using S3 browser


ablnsj
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  • Helper ⭐️
  • 24 replies
  • August 4, 2020

Hey Spencer, if there is time, I have been having an issue with my Overall Scoring rule and would like to see if you can take a look at it with me and see if you can suggest next steps.


spencer_engel
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  • Author
  • Expert ⭐️
  • 669 replies
  • August 4, 2020
victoria_peeker_barry wrote:

Hi Spencer - 

What object would I use if I want to create a rule based on NPS 2.0 response?

@victoria_peeker_barry NPS Survey Response MDA object
 https://support.gainsight.com/SFDC_Edition/Administration_and_Permissions/General_Administration/Surveys_2.0_Module_Objects#NPS.C2.AE_Survey_Response_Object


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