Cockpit & Playbooks
Share your questions and best practices on Cockpit, CTAs, and Playbooks for Gainsight CS here.
- 356 Posts
- 1,175 Replies
Automating Recurring Events in the Rules Engine
We have the use case for an account that has product X, create an event CTA every second monday of the month that fires the playbook "account health check". When I went through support they explained I could manually add an event to an account and schedule it recurring but this has some drawbacks. 1. All of the recurring CTA's are fired all at once, this really clutters the cockpit with CTA's. 2. You can't assign a playbook, and so you would have to manually add tasks to all of those CTA's 3. You can't automate the assignment, so as new customers sign up you are creating the recurring CTA/tasks manually. I understand ideally your account health checks would be risk CTA's that fire on conditions. It would be useful for people starting out in success, new product offerings where data integration to gainsight hasn't happened but the product is being sold, or where the data for risk CTA's isn't available to Gainsight but in another system; this may be a good stop gap as you b
ANNOUNCEMENT: New Admin Webinar Training Sessions
We're excited to announce a new interactive series of Administrator training webinars. These sessions are intended to help new Gainsight Administrators get up-to-speed, as well as to enable experienced Administrators to maximize the value of their deployment. [b]Who should attend? [/b]If you are responsible for building business rules, setting up dashboard reports, or configuring new Gainsight features, these classes are meant for you. Webinars are 60 – 90 minutes long, depending on the topic, and whenever possible, include interactive practice exercises. Each class will be offered once a month, as long as there is interest. [b][url=https://support.gainsight.com/hc/en-us/articles/205089548-Gainsight-Administrator-Webinar-Training-Sessions]Read Class Descriptions & Signup[/url][/b]
March + April 2015 Release Highlights Video
This 5 minute video provides an overview of the primary Gainsight enhancements from the March and April 2015 releases. [url=https://vimeo.com/gainsight/review/125074342/d63ef2b781?mkt_tok=3RkMMJWWfF9wsRomrfCcI63Em2iQPJWpsrB0B%2FDC18kX3RUtIr2dfkz6htBZF5s8TM3DU1FBXrVA9EEATrA%3D]https://vimeo.com/gainsight/review/125074342/d63ef2b781?mkt_tok=3RkMMJWWfF9wsRomrfCcI63Em2iQPJWpsrB0B%2FDC18kX3RUtIr2dfkz6htBZF5s8TM3DU1FBXrVA9EEATrA%3D[/url]
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