US Admin Office Hours (Thursday session) - 02/25/21 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 24 February 2021
  • 7 replies
  • 41 views
sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, February 25, 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, February 25, 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

Scott Drost, Gainsight -- Principal Customer Success Architect

7 replies

victoria_peeker_barry
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Hey Scott - I need help update the sentiment field on company from scorecard

A
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Hi Scott,

jaw
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Hi Scott, 

I hope all is well with you. 

May I create 3 separate JO programs to send out surveys at different times? An account manager wants to send out a survey earlier than the scheduled date.

Can I create a new JO program to send one-off surveys and still be part of the same survey event for tracking purposes?

 

Thanks,

Jasmine

MariaTuregano
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Hello Scott,

I need help with a new rule. Trying to get the last closed date and merge it correctly.

Thanks,

Maria 

 

 

F

https://ncino.lightning.force.com/lightning/n/JBCXM__Gainsight

I can’t figure out why these numbers aren’t matching up in our Dashboard. 

 

Thanks,

 

Forrest

J
Rank

Hi Scott, 

There is a rule setup that is supposed to set status to implementing for new clients. We recently had a churned customer come back on to our system but they are still showing as churned even though their information is showing correctly in SFDC. The rule that was originally used to fix this is not working this time. I need help getting this rule to run correctly again. 

Thanks!

Jack

sdrostgainsightcom
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Userlevel 6
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Quick note here for @AgassiTran -- there’s a product request for CustInfo token support here at the below link - feel free to add your vote to it!

 

 

Scott Drost, Gainsight -- Principal Customer Success Architect

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