US Admin Office Hours (Tuesday session) - 04/06/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread


Userlevel 6
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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, April 6, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):

Tuesday, April 6, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/93972497920?pwd=SGJPOFNzNUxCNVZYcHJrWnRjM2FoUT09

 

Meeting ID: 939 7249 7920

Password: F7msaSQ3

 

For dial-in info by your location, find your local number:

https://gainsight.zoom.us/u/acvxgAlEJZ


12 replies

Userlevel 1
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Hello,

We are about to start sending out a recurring survey to our customer key contacts. We want to try 2 versions of the survey (same questions, different layouts) to see which is better responded to (A/B test). Any suggestions on how to set up the JO program to randomly send some survey A and others survey B? Thanks

Outside of Mass Edit, is there a way to Auto-Reassign CTA’s.

Our Onboarding CTA triggers once a Deal is Closed Won, company is created in GS, and we are able to send out the Welcome Email.  

The issue: All the CTAs default to Todd, and we are then in the limbo of having to go in an reassign this all the time.  Very time consuming.

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Viewer access widget does not show up on Account Page for Gainsight customers but shows for non Gainsight customers

 

Question on sum of revenue field not calculating as intended

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Hi Scott - curious if there’s a way for me to delete out dummy data from a survey that auto-saved. I’m not able to do it from the Surveys section and tried in Data Management on the actual object but the Delete option is grayed out.

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Hi Scott, I have hopefully a simple question to go over regarding Success Plans and how to ensure we’ve set it up correctly so our users can utilize it. Gainsight Noob over here! :) 

Userlevel 6
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Quick follow-up for you @acote -- you have to go to the Surveys 2.0 tab to delete responses.

See my screenshot below - when you select “Analyze” for the survey you need to delete some responses from, it takes you to the out-of-box reports for that survey.

You can delete responses from the detail table on that page - here’s the Documentation that’ll take you right through it: 

https://support.gainsight.com/Gainsight_NXT/06Surveys/01About/Surveys_Analytics_Overview#Survey_Statistics

 

Hope that helps!

 

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@sdrostgainsightcom Thanks for the reply! I did delete out everything that way but there’s one entry that I’m only seeing in Data Management (not in the actual survey responses section). I ended up submitting a ticket to support.

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Question on Mixpanel Connector, importing data.

Userlevel 6
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Hello @ml2019 -- this thread was from Tuesday’s office hours - Spencer has a thread up for today’s office hours here - it’s a “Special Topic” session (Scorecards), but possible time at the end for general questions, and if not, hopefully you can hold out until Tuesday’s session next week?

Best,

Scott

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Thank you @sdrostgainsightcom ,I’m a little rusty on these, it’s been awhile! I opened a support ticket

@sdrostgainsightcom Thanks for the reply! I did delete out everything that way but there’s one entry that I’m only seeing in Data Management (not in the actual survey responses section). I ended up submitting a ticket to support.

@acote Did you find a resolution for this? I’m also running into this same issue. I have 279 responses in the NPS survey object but none tie back to a survey as they were all uploaded. Thanks! 

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@Bmeuchel yes - I had to submit a ticket and they were able to delete it from the various survey objects for me.

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