US Admin Office Hours (Thursday session) - 06/02/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

sdrostgainsightcom
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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, June 2, 2022 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, June 2, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/253252739?pwd=RHl3ekk0RGN0ZFR3TmRkK1Zldks0QT09

 

Meeting ID: 253 252 739

Password: 864010

 

Dial by your location

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Find your local number: https://gainsight.zoom.us/u/aQSPx2jXO

Scott Drost, Gainsight -- Principal Customer Success Architect

6 replies

A
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Hi Scott, 

I have a questions regarding Company timeline activities. I am looking at an example and it looks like on a report from the Activity Timeline only Company timelines are captured, if an activity is logged on a relationship timeline it doesn’t reflect on my report. 

Also trying to understand why a JO participant would fail at the Send Email step, The error just says: “Unable to sent email at step Survey Email”

K
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Right now we have an Onboarding CSAT survey going out through a JO program. The mgr of that department is asking if we can have the Onboarding Specialist manually send out the email with a link, but still gather all the analytics.

C

Hello there!

We are trying to build a participant query to include contacts from accounts based on what Salesforce assets that account has active. Our goal is to exclude accounts that have one particular Salesforce asset name. The challenge is that because accounts can have multiple assets, we need a way to exclude the account from being included in the survey if just one of their many assets have a specific name.

There’s a way to do so in SQL, grouping on id and using a HAVING expression to count the records that contain a string and excluding those (this Stack Overflow article explains the exact type of query we’re trying to replicate) https://stackoverflow.com/questions/52477943/returning-rows-with-the-same-id-but-exclude-some-on-second-column.

Could you share any suggestions on how we might accomplish this?

J
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Hi Scott, 

 

I am having trouble mapping my survey (non anonymous) to the email template. I am using email assist and adding the template into a playbook as a task. 

 

Thanks!

J
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Hey Scott,

 

Have a question in regards to a dashboard report, some data isn’t showing for one CSM but is showing for others and I can’t find the reason why

J
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Scott, it was a data designer issue. We should be good to go on that! Thanks as always 

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