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US Admin Office Hours (Thursday session) - 04/02/20 - 11 a.m. PT - Pre-session Thread

sdrostgainsightcom
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Hello everyone!

This thread is for our weekly Thursday Admin Office Hours session, which will be held this coming Thursday, April 2, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm 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):

Thursday, April 2, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET

https://gainsight.zoom.us/j/253252739

 

Meeting ID: 253 252 739

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Meeting ID: 253 252 739

Find your local number: https://gainsight.zoom.us/u/aqridFplx

Scott Drost, Gainsight -- Principal Customer Success Architect

    8 replies

    Dkirkpatrick
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    • Dkirkpatrick
    • Gainsight Employee ⭐️⭐️
    • 37 replies
    • April 1, 2020

    Hi, I am trying to create a rule that connects my Gainsight Activity in timeline to my CSM Assessment in Scorecard.  I want the CSM assessment to be automatically updated after the CSM completes a timeline activity in which they must choose from a drop down list of Positive, Negative, or Flat.  Thank you.

    Every Second Counts!
    nita_kim
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    • nita_kim
    • Contributor ⭐️⭐️
    • 6 replies
    • April 1, 2020

    Hi, I am automating a CTA via Rules Engine and am having trouble assigning those CTA to the correct user.
    1. One CTA needs to be assigned to Account Managers
    2a. One CTA needs to be assigned to CS_oweners who are the CSMs
    2b. Can we assigned some of the CTA tasks to a different user than the CTA assignee?

    tony_tao
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    • tony_tao
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 97 replies
    • April 2, 2020

    How to report on all actives with GS relationship data+ CTA data in cases where Activites may or may not be linked to a CTA

    ml2019
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    • ml2019
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 138 replies
    • April 2, 2020

    Hi a cta is not behaving as expected and I’m looking for guidance on troubleshooting. 

    Thanks!

    anna-whitehouse
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    • anna-whitehouse
    • Contributor ⭐️⭐️⭐️⭐️
    • 28 replies
    • April 2, 2020

    Hey Scott, 

    Is it possible to map in CSM cand.ly links via a CSV to a program so that I can tokenize them? I’m using a query builder to pull in the participants and can’t figure out how to map in the Calend.ly links. 

    Thanks!

    M
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    • mhoangws
    • Helper ⭐️
    • 19 replies
    • April 2, 2020

    Hi Scott, 

     

    I am trying to build a rule to update information on the success plan object but am not able to do so via the rules engine. Was hoping you could take a look at my process and see if I am missing anything.

     

     

    ml2019
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    • ml2019
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 138 replies
    • April 8, 2020

    Hi @sdrostgainsightcom! Will there be regularly scheduled office hours tomorrow (Thursday)? 

     

    My quick question: 

    I need to send surveys to a handful of contacts on an as needed basis. We are not prepared to automate this at this time and I have surveys that need to go out now. I have the survey and JO program built, what is the best way to add participants? My instinct is to upload a new csv each time I have a new list. Is there anything to keep in mind?

    sdrostgainsightcom
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    • sdrostgainsightcom
    • Author
    • Gainsight Employee ⭐️⭐️⭐️
    • 545 replies
    • April 9, 2020

    Hello @ml2019  -- yes, there will be an Office Hours today - just put up the post for it (was out of office yesterday) - we can walk through the process for as-needed surveying runs in JO - talk with you then!

    Scott Drost, Gainsight -- Principal Customer Success Architect

    Reply


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