CS Ops & Admin Jobs - September Round Up
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It would be great to be able to create a rule to update the owner of a CTA. I can manually do this with CTA mass editor, so I feel like I should also be able to do this via an automatic rule. Examples: CSM changes and the rule will update the owner to the new CSM When the CTA fired, it was assigned to the default owner. At a later point a CSM is assigned to the account. The rule would update to the CSM now on the account
Hello Team, When we try to build the report and drill down the columns with decimal places are showing with 5 decimal places as default.Example: value as 0.00000(even we keep the decimal places as 2) Please try to make an enhancement that honour decimal places mentioned in data management or rules engine. Thank you in advance
Is there a way to set a rule to fire on the 3rd Friday of every month instead of “x” amount of days, etc.?
I already added several engagements and links to a KC bot category. Is it possible to rename the category? Or do I need to create the new category and move everything to the new category?
When creating a data designer and using ‘count of’ for an Email field there is an issue in the filter where it is still showing a user lookup, even though the field is now a number field. This occurs when using the “equals” operator. It works in rules engine but not in data designer. The customer was wanting to filter for “Equals zero”, so as a workaround we used “less than 1.” Is this expected behavior?
If we have duplicate contacts in SFDC, once we clean that up, do we re-sync to GS? Does that happen automatically?What report would I run in GS to check to make sure i don’t have any duplicate contacts?
Our CSMs create custom views within Timeline filtered to each of their clients so that they can toggle between their clients right there in Timeline without having to go to the C360 for each client. Once they have created a custom view it remains ordered in the list of Custom Views by the time it was created. They would like the ability to re-order these custom views so they can put them in order of volume or alphabetize them. Currently they would have to delete all of the views and then re-enter them to be in the order they want them to appear.
Wondering if anyone has worked with Aha! and Gainsight. It looks like they have an integration with SF, and was wondering if anyone had successfully used SF as a bridge between GS and Aha! We have a product feedback process in Timeline in GS, and are looking for a way to get that data into Aha! Thanks!
When trying to attach a .sh or a .zip file to an email template, it says the file is not supported
I was speaking with a customer: Anthony from Degreed, and he had a rather interesting use case to ask me about. In the past few releases, Gainsight introduced Cockpit/Calendar integration for Gsuite and Outlook. It is a great feature that writes CTA info onto an external calendar.. but currently this functions standard operation is a one way push from GS to the external Calendar. There does not appear to be bidirectional capability in this features current function. Anthony wanted to see if there was a way to use this cockpit calendar integration to pull meeting details from his external calendar and automatically create timeline activities. His main asks were: if there is any way to sync calendar events INTO Gainsight today. if you know of any possible partner solutions or workaround if there is a plan/roadmap item to introduce this functionalityI did float this ask internally and did get a few responses. This ask did seem to resonate with some of my other customer facing counterpar
I can see the average session duration for all users in the dashboard from the widget, but there is no option to see this information at user level.My use case would be to observe account/user level session duration over weeks to analyze engagement. I currently get an option to see the number of sessions initiated but as you can understand, a session might be a minute long, or 29 minutes long, and as of now, we can’t access that information.Also, I’ve seen the same question here but that user had access to Gainsight CS, which we don’t.
Hi everyone!I’m reaching out for help. My team would like to create a program this way:Email 1A Conditional wait - Link clicked up to 1 day Email 1b (if link isn’t clicked) Wait timer - 7 days Conditional wait - If Link was clicked in 1A or 1b. (the issue is here) If it wasn’t clicked - it ends the outreach Email 2a - If recipients clicked the link This is the calculated field that was built, however, email 2A is still sent to recipients who didn’t click the link in email 1A nor email 1B Could you please guide me on a workaround for this? Thanks for your support :D
Can I create one success plan template that would work across all accounts or do I have to create individual ones per account? Thanks!
How do I run a simple report to see if I have any duplicates in GS?
Can I create 1 universal template to be used across all my accounts? Or do I have to create one for each account?Thanks!
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