Bulk Add Sponsor Tracking
None
We have over 30k customers that we want to start using Sponsor Tracking for - is there a way to get a bulk list of all of them and approve that way rather than going into each individual 360 page?
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Thanks for your suggestion.You can currently leverage Bulk sponsor tracking by taking services/support team help. However we definitely have plans to add Bulk sponsor tracking in our product.
I will update this thread as soon as we have clarity on release date of this feature.
Do you have an update on where this is on the product road map? We are hoping to leverage something like this in our 1:many customer segments.
Bulk Sponsor Tracking is free professional services that we provide.
Before going to Bulk sponsor tracking, we are right now upgrading platform in order to give better results, once we are done with it. We will go ahead with Bulk Sponsor Tracking. Its very much on roadmap, but right now not on the top priority.
In response to Christine, does this mean if we reach out to Gainsight support or our account manager they can help us bulk add in sponsor tracking?
What would my client need to provide you with in order to be able to do bulk? Is that an integration with the contacts object in SFDC or an upload from a CSV file? If the latter, what kind of fields should be included?
Trying to better understand what's the level of prep work needed... Thanks!
Irit
You would need to provide the filter criteria that identifies the right list of Salesforce contacts you would want to be loaded (i.e., contact role = sponsor). Gainsight will also need access to full login credentials to run the query.
I'm checking with support to see if this service is still available. The ability for admins to bulk upload contacts to sponsor tracking was not implemented in the product.