Question

New C360 - Customer Journey

  • 7 June 2023
  • 2 replies
  • 76 views

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Could I get some more info on the Customer Journey on the new C360 page?  We are really excited about utilizing the new layout, but I just wanted some more details on the Customer Journey and how that works.

Thanks!


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You can configure manual and/or automatic milestones (https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Automatic_Milestone_Types) to be tracked and shown in the customer Journey (https://support.gainsight.com/Gainsight_NXT/07360/New_360_Experience/About/360_Overview).

For example, you can configure a Milestone for CSM update, the only way we had before to capture those changes would have been a custom object and a rule to update that object. Now, you can achieve a similar result without the extra effort, that data is stored in the Activity Timeline object:

 

 

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Hello Melissa, 

 

You can also check change document for R/C360 and How to setup Customer Journey widget. 

https://support.gainsight.com/Gainsight_NXT/07360/New_360_Experience/About/Change_Document_for_New_C_R360_Beta#New_Out-Of-Box_(Standard)_Widgets_on_Summary

https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Manual_Milestone_Types

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