Question

US Admin Office Hours - 3/21/19

  • 19 March 2019
  • 7 replies
  • 96 views

Userlevel 7
Badge +2
This thread is for the Admin Office Hours session for Thursday March 21, 2019. Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.



There is no need to register for the sessions anymore. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!



Conference Details



https://global.gotomeeting.com/join/493151677



You can also dial in using your phone.



United States: +1 (872) 240-3412



Access Code: 493-151-677



7 replies

Badge
Hey Spencer, I had hoped to join the EMEA admin hours but those are live only in London for the next 2 weeks so I thought I'd join the US one if thats alright.








I have some questions regarding programs in journey orchestrator, specifically what kind of user data I should upload to the person object, (and how I can upload it to the person object). And then also how to use the query builder in a program to successfully pull the correct users into the email automation.








Thanks,


I am trying to set up a new filter on a dashboard, but it seems the field I need does not exist. What is the best practice to get filters set up? Do I need to create a DS for all SFDC data and add a field in MDA for each? I see the data in reporting, but does lookup not work in "Dashboard filters"?


Badge
Configuring Bcc to timeline. I was going through testing using the Bcc feature and didn't see emails come through to the timeline nor the drafts. Want to walk through the configuration.



How to Load the NPS score to the C360 widget


Userlevel 7
Badge +2
Hi @tony_tao, we can definitely talk about bcc to timeline but did want to make you aware of this overview video in case you haven't seen it yet: https://vimeo.com/302184694


Badge
Thanks @spencer_engel I've got the set up and configuration complete from the documentation and video. I'll be joining about 20 mins into the meeting too fyi


Badge
Hello,



I would like to sync our NPS data from SFDC --> Gainsight before I send out our next NPS via Journey Orchestrator. I'd like to walk through how to do that one time sync and then set it so that the sync is always Gainsight --> SFDC moving forward.



Thanks,



Karin


Userlevel 7
Badge +2
Hi Karin, as discussed on the call, you'll want to follow this documentation: https://support.gainsight.com/Surveys/Examples_and_Tutorials/Load_3rd_Party_NPS_Results_to_Gainsight


Reply