Conversations

Conversations 1 - 20 of 593
Photo of Justin Bills
Is it possible to branch a program so that it send either an email or creates a CTA based on NPS score (and the tier of client)?
I want to build a program for to survey our clients with an NPS question.  I'd like to filter them based off of their tier level AND thei...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Bill Davis
More than one NPS question in survey
Does anyone know if it is possible to have more than one NPS style question in a survey? It appears the answer is no, as I when I try to...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Tony Tao
Set renewal date to 30 days before contract end date?
I am looking to have renewal date in the customer section to by 1 day before the contract start date of the most recent renewal opportuni...
  • 2 me toos
  • 2 replies
  • Question
Photo of Manmeet Dosanjh
Report Builder Pivot Table Option
I am trying to create a pivot table on a report I have built in the Report Builder. The pivot is needed to display the data in a form tha...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Joe DiFilippo
Combine the My Customer Health report with Activity Timeline Notes
Hello all, A manager of our customer success team put in a request to solve for when she meets her with direct reports to review their a...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Kelly
Can you clarify the 'Delayed' status in the Email Logs?
I'm trying to understand just how the delayed status functions. I have a program that sent an email on 10/11 with the Participant Log ind...
  • 2 me toos
  • 0 replies
  • Question
Photo of Marcelo
Can Dropdown Lists be migrated with the Migration tool?
Does anyone know if dropdown lists from MDA (Data Management) can be migrated accros orgs? Couldn't find anything that confirms or denies...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Mai Hoang
Is there a row limit when using the pivot function on the report builder?
Is there a row limit when using the pivot function on the report builder? As an example, I have built a table with 1000+ rows, one row ro...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Diane Morneau
Report against AO Emails - want to show unique opens and counts
I am trying to pull a report to show unique opens and unique clicks against a list of AOs. Using the AO Emails table, I grab the Email O...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Shane McCoy
Pulling the latest timeline notes for a specific activity type
I'm attempting to create a report that pulls in company data along with activity timeline data that would show the notes for the latest a...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Faelan Herriott
How to capture sales notes in Gainsight?
Howdy, our onboarding team would love to see the sales persons interraction notes when a new customer signs up. How would one go about ca...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Angela Domenichelli
Account hierarchy and Scorecard
As a CSM, I need to see the scorecard roll up to the ultimate parent so I can understand the overall health of my client.
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Dimitar Terekiev
Assign CSM to CTA in a Program
I'm creating a CTA in a Program Survey Model. How can I assign that CTA to the CSM? I don't see the CSM in the "Owner Field" drop down ev...
  • 1 me too
  • 2 replies
  • Question
Photo of Katerina Nemcova
Keeping a log of which customers/users have been sent comms via Journey Orchestrator
Hello, We are just about ready to start utilizing Journey Orchestrator, starting with a handful of usecases e.g. getting in touch cu...
  • 1 me too
  • 6 replies
  • Question
Photo of Kate Green
Outer Join (Retain All Records From Both Datasets) Question
I'm trying to use the outer join "Retain all records from both datasets" option in a Merge task in a Bionic Rule that is bringing togethe...
  • 2 me toos
  • 5 replies
  • Question
  • Acknowledged
Photo of Krishna Reddy K
CTA Flagged date
It looks like there is no direct way to report on Call To Action to get CTA Flagged Date. It would be helpful to manage risks in a better...
  • 4 me toos
  • 1 reply
  • Question
  • Answered
Photo of Nancy Burdzel
"Tech Touch Strategy"
Hi- We are in the process of developing our “tech touch” strategy through using both Outreach and Programs through Journey Orchestrator...
  • 1 me too
  • 3 replies
  • Question
Photo of Elizabeth Adams
Text Only CoPIlot Email
In doing some testing through more some preview tools, it looks like a user who views emails in text only isn't getting any content. Is t...
  • 16 me toos
  • 6 replies
  • Question
  • Acknowledged
Photo of Ky Powell
Is it possible to send reports or dashboards at a regularly scheduled time each week to internal users??
  • 9 me toos
  • 11 replies
  • Question
  • Answered
Photo of Jeff Kirkpatrick
Scorecard: Trending bar showing wrong score?
What exactly should the trending history show on the most recent bar?  The current score?  Or last week's score?I've been told by Gainsig...
  • 2 me toos
  • 2 replies
  • Question
  • Answered