US Admin Office Hours (Thursday session) - 08/12/21 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 12 August 2021
  • 4 replies
  • 56 views

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Hello everyone!

This thread is for today’s Thursday Admin Office Hours session on Thursday, August 12, 2021 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, August 12, 2021 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

        +1 312 626 6799 US (Chicago)

        +1 646 876 9923 US (New York)

        +1 301 715 8592 US (Germantown)

        +1 346 248 7799 US (Houston)

        +1 669 900 6833 US (San Jose)

        +1 253 215 8782 US (Tacoma)

        888 475 4499 US Toll-free

        877 853 5257 US Toll-free

 

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


4 replies

Having issues deleting duplicate contacts.

Moving straggler NPS review from 1.0 to 2.0

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Happy Thursday! I’m looking for some guidance on how best to take advantage of the custom color palette selections in Horizon Analytics. Specifically, I’d like to be able to present my current score value as their corresponding colors and am struggling to do so when filtering those values into reports. Instead I messed with the custom palette settings and am now seeing stop light colors across more reports than I’d like :-)

My example: 

Using Relationship Scorecard History, selecting a single score value (in this case Sentiment) and filtering for relationships that contain a product risk (using the product risk score value not the CTA existing).

The result is a pie chart that shows my numeric score values of 17, 51 and 84 which I would like to show as their corresponding colors (red, yellow, green) but I can’t seem to locate the right place to make that selection. I’ve checked custom colors in reporting builder settings (but that is limited to T values, not numeric values) and I’ve checked updating our scorecard set-up itself…. and still stuck. 

 

Hi Scott,

I am try to configure Gainsight Sally post to timeline and CTA. It looks like it does not have all of the activities or CTA type. How do I configure this or expand on this?

Userlevel 3
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Is there any way to subscribe to the office hours posts?  Are the office hours always at the same date and time?  Is there a new Zoom link each time?   Thanks.

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