This thread is for our upcoming Thursday Admin Office Hours session on Thursday, November 10, 2022 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, November 10, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET
Join Zoom Meeting
Meeting ID: 951 6580 5521
For dial-in info by your location, find your local number:
I’d like to learn more about how to build Segments. I’ve been playing with it a little bit, but am not having much luck. I don’t really understand how it works even after reading the documentation.
We started my topic on the Tuesday session...I’m trying to write events from a custom SFDC object to the Gainsight Timeline. You helped me with the Setup Rules, but now I’m running into issues with the Setup Action. I need to have these events write to a specific Timeline Event Type that I setup but the action is only letting me write to Milestones/Lifecycle Events.
Hey Scott - I need help getting users access to Gainsight Sally. Also, need help from last session with Gainsight Sandbox, got locked out and need to report on SFDC sandbox objects.
I have a couple questions related to reports and success plan snapshots.
Wondering if you could please show me how to set a journey orchestrator campaign to run on a daily basis.
I am trying to create a Program in JO. I need it to be evenly distributed, so as not to overload our staff with responses. In total, I want to target about 10,000 accounts over the span of a year. I would like to send it to about 200 accounts per week. Is there a way to set a max send limit that would evenly distribute only to 200 accounts per week?
Hi Scott - I’d like help with triggering a Playbook from an Activity type.
Hi Scott. Will there be office hours tomorrow? I am still having trouble with my Program in JO (posted above)
We will have Office Hours
@prestondemaria -- just posted the new thread (Gainsight was off yesterday for a recharge day):