Best Practice: Managing all Rules in Gainsight
Hi! We are new to Gainsight and are busy creating rules, rules and more rules. We are using the recommending naming conventions of "Scorecard:" if the rule is related to the health score and "CTA:" if the rule is related to a CTA. Locating rules in Gainsight is going well. What we are struggling with is the perfect template to track rules, the triggers, the actions, etc from an Administrator perspective. Does anyone have a great excel template they are using to track rules outside of Gainsight? We want to track the steps that need to be taken to trigger the rule and then the actions that will occur once the rule runs (without going into Gainsight to review every rule individually). Thank you!
Already have an account? Login
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
I'll make this a little easier to find on Gainsight Go (support.gainsight.com), but we have this Gainsight Rules Glossary Example that was modeled on a few samples we received from customers.
(Apologies for the wonkiness -- I blurred out things that relate to the process changes we recently made.)
[i] ([i]Full resolution[i])