Replies posted by capricec
My search was "mapping tokens" and it doesn't look like the article comes up. I did however, see my last viewed articles, and think these would be an area where the info would be helpful. - [list] [*][url=https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Examples_and_Tutorials/CoPilot_Tutorial_Send_New_Customer_Welcome_Email]CoPilot Tutorial: Send New Customer Welcome Email[/url] [*][url=https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/03_Create_CoPilot_Email_Templates]Create CoPilot Email Templates[/url] [*][url=https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/04_Create_and_Execute_CoPilot_Outreaches_(aka%2C_schedule_emails)]Create and Execute CoPilot Outreaches (aka, schedule emails)[/url] [*][url=https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/CoPilot_FAQs_and_Troubleshooting]CoPilot FAQs & Trou
Hi Lila - I am not sure if this article came up when I was desperately searching - but if if did, I probably wouldn't have clicked on it. Because I a had already, in my mind, successfully created a power list. I ran into the problem later where the tokens are used and could find nothing related to the template/outreach portion of configuration. I just wanted to give you the use/case context so an article later down the pipe would reference it. Thanks!!
The mapping tokens are set within the powerlist that are used for the campaign. Below where you define the criteria for the power list that will be used in the outreach, you can set the available tokens that can be used in the email templates to be used. Thus, if you use the same template with two different power lists, both lists will need to be edited to contain the tokens needed for the email template. You're welcome. :)
Thanks Steve - I need to do that. We found that taking one of the show fields out, fixed the error, but it does create an issue with the intent of the rule. You are right, it's either a tricky thing, or a bug. The show field I removed was to take the most recent opportunity, so closedate = Max. The rule doesn't work with it in, does with it out. The advice I got was to use a time range in the conditions, but unfortunately, without uniform contract lengths, I can get multiple opportunities for one company with the time range needed to capture all customers.
I haven't gotten any responses on this - would like to hear how to get it resolved - [url=https://community.gainsight.com/gainsight/topics/issue-with-multi-picklist-in-rules-engine]https://community.gainsight.com/gainsight/topics/issue-with-multi-picklist-in-rules-engine[/url]
Hi Scott - I may or may not have a similar problem - (I'm fairly new to Gainsight) - I want to pull the results of SFDC picklist into the summary area as a text field. I want CSM to just be able to read the products owned as listed by SFDC. Is what you've written here, the path I need to go down? [url=https://community.gainsight.com/gainsight/topics/issue-with-multi-picklist-in-rules-engine]https://community.gainsight.com/gainsight/topics/issue-with-multi-picklist-in-rules-engine[/url]
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.