Question

Automatically Adding Email Program Participants to a Survey

  • 1 July 2020
  • 6 replies
  • 101 views
keith_mattes
Rank
Userlevel 5
Badge +2

As a Gainsight Admin, I would like the ability to create an email chain of communications that will end in the sending of a Survey to the customer to gather feedback.

Presently, I need to automatically create a cta or milestone and leverage that in the query builder for a separate Survey Program. It would be immensely helpful to be able to send a survey email within a email chain program.

Bonus points: Add the action to JO to “Create Milestone” for a customer based on their place in a program

 

If anyone has a standard approach or solution to this or advice, it would be greatly appreciated.  I’m still a JO padawan and likely will be for some time :)

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd

6 replies

lila_meyer
Rank
Userlevel 7
Badge +4

Hi Keith!

I know this doesn’t help you immediately, so hopefully others can comment on their current solutions too. But there is a complete re-imagining/redesign of Program configuration underway that will allow for a lot more flexibility and customization of Programs. 

Lila Meyer, Dir. Global Education Services
matthew_lind
Rank
Userlevel 7
Badge +9

@keith_mattes - I’d vote up the ability to use Surveys within Email Chains in a heartbeat. I’ve encountered a number of use cases when including a Survey within an Email Chain (and not be constrained by the Survey-related Programs) would be ideal.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
alizee
Rank
Userlevel 6
Badge +9

@keith_mattes - I’d vote up the ability to use Surveys within Email Chains in a heartbeat. I’ve encountered a number of use cases when including a Survey within an Email Chain (and not be constrained by the Survey-related Programs) would be ideal.

1000000% on this. Sometimes, the survey isn’t the main goal of the program… and we need the flexibility of email chains over the constraints of survey AOs. 

If you don’t want to make mistakes, don’t do anything. If you want to learn, ask questions and make mistakes, except in construction because they’re the most expensive part of building.
alizee
Rank
Userlevel 6
Badge +9

@lila_meyer How far along is that re-imagination of AOs?

If you don’t want to make mistakes, don’t do anything. If you want to learn, ask questions and make mistakes, except in construction because they’re the most expensive part of building.
lila_meyer
Rank
Userlevel 7
Badge +4

@anirbandutta Tagging our Community Manager, Anirban, to provide an update on this work.

Lila Meyer, Dir. Global Education Services
anirbandutta
Rank
Userlevel 7
Badge +2

Thank you @lila_meyer 

@PavanCh , @richa_bala for any updates we can share?

It's an opportunity for engagement

Reply


Terms & ConditionsCookie settings