Topics started by MelissaC

112 Posts

M
Champion
MelissaCChampion
asked in Surveys & NPS

NPS Survey - List of Accounts NOT Responded

How would I generate a report that shows what accounts did NOT respond to the NPS Survey per CSM?Thanks!

3
alizee
Golden Ruler
6 hours ago
M
Champion
MelissaCChampion
asked in JO, Email & Notifications

Email Template NOT Showing Up In JO Program

I created an email template, but I don’t see it in the drop down menu in JO.  Help😑

2
M
Champion
1 month ago
M
Champion
MelissaCChampion
asked in Other CS Features

Alert - Null Account

Is there a way to receive an alert/email when an account is Null? If so, how would I go about executing that?Thanks!

2
alizee
Golden Ruler
1 month ago
M
Champion
MelissaCChampion
asked in JO, Email & Notifications

Attaching a Large File in JO

Hi there!How can I attach a large file in JO?  I am trying to create a template for one of my programs, but it says the file is too large.Thoughts?Thanks!~Melissa

4
S
Veteran Rookie
1 month ago
M
Champion
MelissaCChampion
asked in Surveys & NPS

Reporting on CSAT Survey Scores / JO Automation

Hi there!Leadership wants to start analyzing the data once a week for a CSAT survey scores.  I started building this off the CSAT Survey Response object, but I’m not getting any data for the fields pulled in, so I know I am doing something wrong… ALSO, we want to start sending automated email responses via JO if a customer gives us a low score…  What object & fields would I report on?Just need a little clarity:)Thanks!

2
S
Veteran Rookie
1 month ago
M
Champion
MelissaCChampion
asked in Rules & Permissions

Can you remove a previous version of a CTA?

Hey!I fired a CTA, then my company noticed there was an edit they missed in the template, so I updated template & refired the cta.  Is there a way to remove the original cta that was fired?

2
M
Champion
1 month ago
M
Champion
MelissaCChampion
asked in Timeline

Gong Recordings

Hey!When Gong recordings get uploaded in GS, how does it recognize that it’s a recurring client meeting or a Business Review?Thanks!

1
matthew_lind
MVP
2 months ago
M
Champion
MelissaCChampion
asked in JO, Email & Notifications

Sending Emails to Non-Clients (Accounts with no GSID)

Hey!My marketing team wants to starts sending correspondences via JO to their clients as well as non-clients.  The problem is, the non-clients don’t have a GSID in SFDC, so I had a thought and wanted to see if this was possible..Could I potentially create a dummy account in SFDC, assign a GSID, and then add them to a JO program or did I just make that up?  hahaI appreciate any feedback:)Thanks!

2
alizee
Golden Ruler
2 months ago
M
Champion
MelissaCChampion
asked in Timeline

Logging Emails to Timeline in Success Plans

My CSMs are wondering if there is a way to capture timeline entries from GS Assist, so that it automatically logs into the success plan timeline?  Right now they are having to copy & paste, so I’m hoping there is an easier way:)Thanks so much!!

2
M
Champion
2 months ago
M
Champion
MelissaCChampion
asked in Reports & Dashboards

Reporting on Success Plan Tasks

Is there a way to report on the status of a task within a success plan?Thanks:)

3
darkknight
Grand Slammer
2 months ago
M
Champion
MelissaCChampion
asked in Scorecards

Enablement for CSMs to Access Non-Default Scorecard

I have created a new scorecard for our Premier accounts to access for their accounts only.  This is not the default.What are best practices for them to access this scorecard manually and update?Thanks!

5
W
Veteran Rookie
2 months ago
M
Champion
MelissaCChampion
asked in Reports & Dashboards

Reporting on RWD

My company is starting to use Real World Data, so I was hoping to get any advice on how to build a report on this..What object would I report on, etc?  Thanks so much!

4
bradley
Grand Slammer
3 months ago
M
Champion
MelissaCChampion
asked in Reports & Dashboards

Report on Renwals

I need to build a report that we can track & measure outgoing engagements and how that can translate into results - expansion in renewals.What is the best way to build this?Thank so much!

1
alizee
Golden Ruler
3 months ago
M
Champion
MelissaCChampion
asked in JO, Email & Notifications

Report On Digital Executive Check-Ins

I need help building a report on our Digital Executive Check-Ins that were sent out last week via JO.  I’m not sure exactly what fields in GS will give me that data.  We want to be able to see when the email was sent, to what account, csm name and if they responded.Any help is greatly appreciated:)~Melissa 

7
matthew_lind
MVP
3 months ago
M
Champion
MelissaCChampion
asked in Reports & Dashboards

Report on Key Contacts per CSM

I want to build a report for each csm with their accounts and key contacts but when I do that, I don’t get any data in the key contacts.  It just says false or null.  Thoughts on how to pull in this info?  Any other ideas on how to build this, I am open to:)Thanks! 

1
W
Veteran Rookie
3 months ago
M
Champion
MelissaCChampion
asked in Other CS Features

GS Roadmap - New Features/Updates

Hi There!I wanted to share any new updates or features that are coming up in GS with my teamfor our 2024 Roadmap, so I was hoping to get more info:)Thanks!

0
M
Champion
4 months ago
M
Champion
MelissaCChampion
asked in 360 Company & Relationships

New C360 - Customer Journey

Could I get some more info on the Customer Journey on the new C360 page?  We are really excited about utilizing the new layout, but I just wanted some more details on the Customer Journey and how that works.Thanks!

2
Mdsingh
Gainsight Employee: Shoshin
4 months ago
M
Champion
MelissaCChampion
asked in Surveys & NPS

NPS Tile in 360 - Color Coded

Is there a way to color code the NPS tile to reflect either, red, yellow or green?  

1
matthew_lind
MVP
6 months ago
M
Champion
MelissaCChampion
asked in Other CS Features

Text Analytics

Is this an add-on feature?

2
M
Champion
6 months ago
M
Champion
MelissaCChampion
asked in JO, Email & Notifications

Trigger Success Plan & JO Once Product/Account is Won

I want to be able to trigger a “Welcome Email” through JO as well as trigger a Success Plan once an account or product is won, but I am not quite sure the best way to go about that.Any thoughts or recommendations are greatly appreciated:)Thanks!

2
alizee
Golden Ruler
7 months ago
M
Champion
MelissaCChampion
asked in Reports & Dashboards

Dashboard For Success Plans

Hi There!I need to build a dashboard that looks similar to this, reporting on Success Plans by CSM, Success Plan by Client Management Segment & Progress by CSM: I have started by reporting on the Success Plan object, which has given me all the info except the Progress.   I am not totally sure where that field would live…Also, how would I then take that data and create the charts above?  Thank you!!!!

3
sudheer_sharma_goda
Gainsight Employee: Rookie
7 months ago
M
Champion
MelissaCChampion
asked in Reports & Dashboards

Report - Success Plans

Hi There!I want to build a report around Success Plans and how many are in progress.What object would I report on to see this by Account/CSM?Thanks!   

1
achandak
Gainsight Employee: Rookie
7 months ago
M
Champion
MelissaCChampion
asked in Data Management & Integrations

Merged Accounts - Different External Account ID

Hi!How do we join External Account IDs when companies merge with another company?Thanks!

1
alizee
Golden Ruler
7 months ago
M
Champion
MelissaCChampion
asked in Surveys & NPS

CSAT Surveys - Text

Are you able to add text to the Ratings or Boolean survey?Thanks!

1
aiprakash
Gainsight Employee: Rookie
7 months ago
M
Champion
MelissaCChampion
asked in Data Management & Integrations

External Account ID

How does an account get an External Account ID?  We have a company in our system with 2 different External Account IDs… Help lol

1
Nikhil kumar
Gainsight Employee: Rookie
7 months ago

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