US Admin Office Hours (THURSDAY session) - 03/17/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 16 March 2022
  • 7 replies
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sdrostgainsightcom
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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, March 17, 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, March 17, 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

7 replies

A
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Hi Scott,

If I could reask my questions from Tuesday:

  1. if we select “sync attachments to Salesforce” in the timeline general settings, where do the attachments go? When I tested it, I couldn’t find my attachment. 
  2. When creating email templates for playbooks, where do the tokens pull info from? It seems to have some information available but not all.
  3. Is it possible to have an editable ppt if you are using success snapshots?

Thanks!
Amanda

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Hi Scott, 

I have a question regarding Survey Participants object in Gainsight. 

And One question about populating a new field on Company object

J
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Hey Scott,

 

Hope is all well man! I have a quick question in regards to the gmail integration.

 

We have an issue where if a CSM sends an email to a secondary email, it pushes itself to ‘drafts’ instead of being in the timeline. With one primary email it works good, but when a secondary email is selected we get that draft. Would love to know how to fix this, or if that’s not available with the current version at the moment. Thanks!

 

-Johnny

N

Hey Scott,

 

I have a question how to manually add a couple of contacts to a program running on a power list.

After chatting with support looks like the best solution is building a query, which I am not familiar with. Would appreciate your help with this.

 

Thanks,

Nitzan

J
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Hi Scott,

 

I have one more question in regards to emails. My team requested this, “if Gainsight could recognize the email/contact and that email show up in our timeline as an incoming email. Instead of us having to cut/paste the incoming email to our timeline for history”. 

Is this possible with the gmail integration? to my knowledge only when the end user clicks on the gainsight button it adds it to timeline, not when an external source sends you an email correct? Thank you so much for your assistance 

C
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Hi Scott - 

Any tips on how to access a more detailed view of an execution log? We had an unexpected update to a Persona field in SF, which caused one of the picklist options in the field to null when the nightly load from SFDC ran. The option from the pick-list that was nulled was (of course) the one that required a manual update by our CSMs when we initially created/rolled out the field. I’m hoping to “undo” that nullification without pestering them again.

Thank you!

Chae

R

Hi Scott, 

 

I am looking for a customized NPS survey response report grouped by CSMs, I am able to add a field which has the email ID of a CSM but cannot summarize and group the report and create a chart out of it. Hope you can help Me. 
 

Thanks

Rubina 

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