I have a brand-approved email template that I'd love to use for survey invitations - is it possible to upload that into Gainsight and use that as my standard email template, rather than having to build it using.jpgs (that don't always aesthetically translate)?
I am trying to setup a Conditional Wait on a Program in Journey Orchestrator and I keep hitting this issue. The Conditional Wait I am trying to do is based off of a Participant Field called "Instance Name". This is a free text field, but in reality, it can only be 20 characters long without any spaces/special characters. My goal is to have the condition be "Instance Name = NULL" be the success item. I.e. if the name is still null, then they continue in the flow. However, I am not able to save this as a blank value, and there is no null checkbox. I assume this is due to the field I am using being text. I'd really like to get around this so we can consolidate what is currently 4 powerlist/template/outreach combos and a CTA rule into one Email Chain Program in Journey Orchestrator. It would be WAY cleaner. Any ideas?
We are just getting started with Gainsight (we haven't gone live yet), and I am considering replacing our existing survey / form provider (Cognito) with Gainsight Surveys. I have a couple questions around Gainsights Surveys functionality, would appreciate if people could shed some light on: [list=1] [*]When sending a survey via Gainsight, does it automatically know the account involved based on contact details and can you then filter and analyse results based on any account fields? (region, or business type for example) [*]Can Survey results be used to determine part of the health calculation? [*]Can performance feedback related questions (rate this training) be related to a particular Gainsight user (one of our trainers) and a report be built to show feedback on a trainer by trainer basis? [*]Do you have to use Journey Orchestrator to send out a survey that is triggered by a certain days after a client goes live? And to automate that a follow up email is sent to those
Hi everyone, Our CSMs are interested in using outreaches to send to all product users in their BoB. Does anyone have any best practices or can outline an approach to how they've set this up? Thinking of setting up individual power lists for each CSM and limiting access to email templates based on those that they've sent, but open to suggestions. Thanks in advance!
Hi,Happy Monday! I have a question about creating a report/graph that shows renewal progress throughout the year. I'd like to create a visualization of how many customers renewed and or termed over time? I currently have a report on upcoming renewals in the next quarter but would like to create a report that shows of the total amount of clients up for renewal, how many successfully renewed versus did not renew. Also, I'd like to create a visualization of how many annual client meetings have been completed over time and how many are scheduled in the future? I hope these questions make sense. Thanks in advance, Jasmine
Question (Possible Idea). When Creating a CTA via the Rules Engine, allow for @CreatedDate in Name of CTA.
We have [i]several CTAs that are automatically created via the Rules Engine. I'd like the ability to add the Created Date of the CTA in the Name of it. Explanation below. If there is also feedback on another way to handle this, I'm all ears! :)[b] Scenario[/b]: [b] [/b]On a bi-weekly bases we're using the Rules Engine to create CTAs for various accounts. However, we noticed that if we create CTA A on July 1st - and CTA A is not completed by July 14th, when the new rule runs on the 15th - CTA B will not be created because CTA is still active. We want both CTA A and CTA B to appear on the account. Only to be able to report on the number of CTA A's that are not being completed. [Management at this time, is OK with the CTAs stacking. This is a new process for us, so we want to make sure that everyone is doing what they should be doing - and assessing if we're seeing a large number fall behind.] [b] Questions: [/b]1. Is it because the CTAs using the sa
I'm working on a Success Plan - the thought is in the Objectives CSMs will enter the over-arching goal, and post the specific steps to get there in the 'timeline' section of each objective. That way a record is kept in timeline (under a specific activity type), and they to-do's will also show up in the CSM's cockpit. However, while the timeline entries are created, the tasks don't show up in Cockpit. Has anyone else experienced this?
I am trying to use Success Plans as an internal tool for organizing the projects my team is working on. They are nice with the simple checkbox, details, and due dates. I think it could be really nice to keep some of our bigger projects on task. However, our Objectives from Success Plans do not currently show in CockPit. We have it this way as our CSM prefer to only show CTAs there and go directly to the given Success Plan for the Objectives of that plan. Thus, I am in a dilemma. I don't want to turn all Objectives to visible in Cockpit, but I don't want to (personally myself) have to manually switch between Success Plans on a single account. I would like to have the Success Plan objectives assigned to me show up in a single list (like Cockpit). I did make a report, but that interface is not as intuitive as Cockpit and it also does not have the checkbox for closure. Anyone have ideas here? Thanks!
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