JO, Email & Notifications

diane_morneau All Star

Posting mailings done with Program to Timeline...

Yes, I was asked the question: "Can we post the automated mailings that we do to timeline?" While nothing prevents us from doing it by copying the right address, I think it would put an unnecessary burden on the environment when we can instead integrate a report on the mail log in the R36...

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2 days ago

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techtouchtam Shoshin

View Programs you have scheduled and times

Question

I have 3 programs running where a customer is being excluded if they have been emailed within the last 30 days. If not and they fit the other criteria they are put into a program. Each Customer can only enter each program 1/year.I scheduled (when I hit publish at a later date) all 3 of these program...

0 6 0

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4 days ago

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sayan Shoshin

Gainsight Real Time Notifications.

Question

The notification setting at the Admin level is set :But the real-time notification is schedular is not running. I checked on the Scheduled Jobs section within Salesforce , Looks like it suddenly stopped:For now, we have restarted the schedular by first disabling and the re-enabling.What would a perm...

0 20 0

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4 days ago

sudhakar_ravuri Gainsight Employee: Shoshin

Recipient full name is picked in the email assist page for CSM who is the sender

Question

In the email assist task page, as per our product design, is taking the recipient full name in the token 'User->Full Name' which will not be available in the user object and thereby throwing this error. This User→ full name mapping is of the CSM who is sending the email. But as mentioned above, r...

1 13 0

9 days ago

stephanienardone Shoshin

Power List Filters

Question

I’m having an issue when I export a power list. When view the history, it shows the full name of the client and account. But when I export the list, it does not pull that information in. I need the export to show the full name. Any suggestions on what I’m doing wrong?

0 34 4

10 days ago

kendra_mcclanahan Gainsight Employee: Veteran Rookie

How-to: Using Journey Orchestrator to Send Reports to Internal Users & Managers

One of my favorite features of Journey Orchestrator is the ability to deliver reports directly in our management teams inbox, first thing Monday morning! I thought I’d share how we’re doing this at Gainsight and would love to hear additional use cases that you have for this feature! Use Case: Our CO...

4 33 2

10 days ago

marissa_barcza Gainsight Rookie

Blacklist a customer on their behalf

I have been contacted by a customer who would like to be excluded from all future emails. Given other individuals at the account, I am comfortable doing this. However, I can't find a way to blacklist a customer on their behalf. Any help is appreciated!

2 18 2

11 days ago

john_apple All Star

Can custom mapped fields in Programs be reportable from Survey Response data?

Question

We have a survey that is related to Renewal opportunities. When a customer replies, we have a process to update Opportunity or to create a CTA for follow-up.What I’d like next is a way to build a report that has the survey responses and the associated opportunity record.Within Programs, we can map t...

0 19 1

11 days ago

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tim.pittman Shoshin

Client Programs Features

Hello All!I’ve now been using Programs and Outreach for several months and wanted to provide feedback as well as check whether any of the functionality is available today. Programs:Programs A/B Testing - Now that we have automated programs running based on triggers, I’d love to now optimize the pro...

0 36 2

16 days ago

spencer_engel Gainsight Employee: Golden Ruler

How to use Calculated Fields in Journey Orchestrator Programs

One of the most common questions I get during Admin Office Hours is “How can I account for updates to participant data mid-stream during a Program?” When I explain to Admins that we have a feature for this called Calculated Fields within the Program setup, they often seem pleasantly surprised but th...

4 52 3

17 days ago

kelly All Star

JO Conditional Wait No Path Should Allow More Than One Step

I’m trying to design a survey program that will launch multiple actions that vary based on the response to a single question.Response A: Send confirmation email to responder, Create CTA, send email to CSMResponse B: Send confirmation email to responder, Create CTAResponse C: Send confirmation email...

3 41 5

19 days ago

leanne MVP

How do you export a powerlist?

Solved

This used to be easy..... When a Powerlist was generated, the email delivered had an attached file of the Powerlist results. Now, the email says "Results can be downloaded from Rules execution history page." But I generated the Powerlist from CoPilot, not from a rule, so there's no recor...

1 79 6

20 days ago

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tyler_tew Shoshin

Advanced Scheduling for Programs - multiple times per day

Solved

Within our org, we have some outreaches which we send multiple times per day. Currently programs can be set to intake new contacts once per day. This means, if we need to start a new batch of contacts in a program 3 times a day, we would need to clone the program and have 3 variants of it schedule...

7 55 7

20 days ago

heather_hansen ACE

JO Email Program Help

Hi friends, Hoping someone has some ideas on how to solve my issue. Background: We have an email program running that fires emails to customers starting at Day 3 of their contract and comes from the CSM. So, for my source, I'm using Query Builder, and looking for contracts that started 3...

1 60 9

23 days ago

prithvi_vihari Gainsight Employee: Rookie

{Posting on Behalf of Customer]- Ability to change Email templates placeholders

While making changes to the placeholders on the email template on an already published program. It errors out- It would be great if there was a possibility to make changes to the placeholders of an email template even for a published program.

1 12 1

23 days ago

amanda_neil Team Captain

Need the ability to set up multiple time zones for frequency email notifications

When setting up Email Notifications the tool only allows for one time zone but we have CSMs in other countries and need the ability to update the time frequency based on the time zone they are in.

4 21 3

A

24 days ago

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techtouchtam Shoshin

Prioritizing Email Programs, which do I send first

Solved

We are working on building a tech touch program and working on crafting communications filtering around our platform metrics and usage (# of Trainings, # Saved Reports...etc, i.e. only send this email chain if they have 0 saved report). We are trying to prevent customers from receiving too many emai...

0 27 3

26 days ago

meenal_shukla Gainsight Employee: MVP

No way to clone a NPS program but be able to switch the survey to another survey.

Solved

No way to clone a NPS program but be able to switch the survey to another survey, right? I can’t switch to another survey once I have built out the entire program with it. Happens all the time when we create a program and clone it and want to use another survey with it but we can't because the...

1 11 1

1 month ago

wstamatis Shoshin

Journey Orchestrator Program: What is the difference between Type Account and Type User?

Solved

I've watched the following webinars... http://play.vidyard.com/Q8zcfb8ZStvZcsGQRLxC8g http://play.vidyard.com/chNMfaXrWC8JDk1AFcyymA and clicked through much of the documentation here... and I still can't find an answer to a relatively simple question: In Journey Orchestrator, when cr...

1 20 4

1 month ago

heather_hansen ACE

Journey Orchestrator save to Timeline

Would be great if you had the option to save the automated JO emails to Timeline so that the CSM could reference as needed. I'm thinking just maybe a checkbox similar to the Log to Salesforce one.

6 42 4

1 month ago

elisa_pelegrina Veteran Rookie

Jo Email Templates: Unable to edit all text

Whenever I need to edit email templates, all or a portion of the text, there is an issue that does not format all the highlighted text and you are forced to make the same edit multiple times. Video of the error here.

0 10 0

1 month ago

meenal_shukla Gainsight Employee: MVP

Can we please have the same step log preview functionality in the Journey Orchestrator queries?

I have a pretty complex query in JO that is returning nothing and I have no way to figure out where the system is breaking because I do not have step wise log preview. My only option is to create an exact rule and then try to find out what's going on!

11 23 5

1 month ago

johntrask_bt Shoshin

Re-Enable User for Email After Opt Out

Solved

Is there a way to re-enabled or remove the Opt-Out? I have a user who deleted his last email from gainsight after he unsubscribe from everything but now wants to change his mine. Is there a way in the backend to reset his email options?

0 12 3

1 month ago

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techtouchtam Shoshin

Can someone explain when to use query builder Vs. power lists?

Solved

I am relatively new to Gainsight Journey Orchestrator and I am working on educating myself in an effort to gear up for building out a tech touch program. Something I am struggling to find an answer to is when to use a Power List vs when to use a Query to send email outreaches/programs. Thank you,

1 32 4

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1 month ago

K

kypowell Shoshin

Does JO only permit sending to SFDC Contacts?

Hello - We have some products that are not yet on Gainsight, but we would still like to send outreach to them via JO. If I upload a CSV, will this fail if it cannot find a record for them in SFDC? Trying to understand if I cannot send it to customers using this product if we don't have it on...

1 19 1

1 month ago

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Journey Orchestrator: Editing Permissions

How to Review the Data Source of All Power Lists

Recipe to Push NPS Responses to Slack

464 Topics

Posting mailings done with Program to Timeline...

View Programs you have scheduled and times

Question

Gainsight Real Time Notifications.

Question

Recipient full name is picked in the email assist page for CSM who is the sender

Question

Power List Filters

Question

How-to: Using Journey Orchestrator to Send Reports to Internal Users & Managers

Blacklist a customer on their behalf

Can custom mapped fields in Programs be reportable from Survey Response data?

Question

Client Programs Features

How to use Calculated Fields in Journey Orchestrator Programs

JO Conditional Wait No Path Should Allow More Than One Step

How do you export a powerlist?

Solved

Advanced Scheduling for Programs - multiple times per day

Solved

JO Email Program Help

{Posting on Behalf of Customer]- Ability to change Email templates placeholders

Need the ability to set up multiple time zones for frequency email notifications

Prioritizing Email Programs, which do I send first

Solved

No way to clone a NPS program but be able to switch the survey to another survey.

Solved

Journey Orchestrator Program: What is the difference between Type Account and Type User?

Solved

Journey Orchestrator save to Timeline

Jo Email Templates: Unable to edit all text

Can we please have the same step log preview functionality in the Journey Orchestrator queries?

Re-Enable User for Email After Opt Out

Solved

Can someone explain when to use query builder Vs. power lists?

Solved

Does JO only permit sending to SFDC Contacts?

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