-Transformations
-Merge
-Pivot
QUESTION<\/li>\n<\/ul>\n\n\n\n
What does “Apply to Gainsight Customer Only” mean when creating a Rule?
Answer:
Means it will limit to only customers in your Gainsight Data (your customer info object)
QUESTION
In Rules Engine, will advancing along the setup actions save your work as you go?
Answer:
NO! You have to hit “Next” in order to save your work, rather than clicking through the setup
actions at the top
QUESTION
What is the benefit of selecting “Include in Identifiers” when creating a Rule?
Answer:
Click “Include in Identifiers” to help prevent duplicate CTAs based off vague qualifiers
QUESTION
The purpose of the Rules Engine is to:
Answer:<\/p>\n\n\n\n
- \n
- Leverage customer lifecycle<\/li>\n\n\n\n
- Leverage data you have for analysis<\/li>\n\n\n\n
- Leverage data you have for monitoring and action
QUESTION
The anatomy of a rule contains the following steps:
Answer:
Create Rule, (Edit Rule), Set up Rule, Set up Action, and Schedule<\/li>\n<\/ul>\n\n\n\nQUESTION
If a Worksheet=Object, column=__ ?
Answer:
Field- think of an excel workbook
QUESTION
The default view which has rules in alphabetical order is:
Answer:
List View
QUESTION
TRUE OR FALSE: Identifiers tell the Rules Engine how to find unique records.
Answer:
TRUE
QUESTION
Rules Engine Listing sorts rules:
Answer:
Alphabetically
QUESTION
TRUE OR FALSE: You can do multiple actions in one rule
Answer:
TRUE
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<\/a><\/figure>\n\n\n\nWhat is Gainsight Go?
Contains up-to-date documentation with step-by-step guidance on how to complete processes in Gainsight<\/p>\n\n\n\nWhat is the Gamechanger Community?
An online community where you can network with Admins, CSMs, and Gainsight employees and discuss best practices, product enhancements, and questions<\/p>\n\n\n\nWhat is Gainsight Support?
Provides on-on-one support for specific technical issues or questions. Available online through ticketing and live chat, and through phone<\/p>\n\n\n\nWhat is the Cockpit?
The CSM workspace for managing CTAs and tasks<\/p>\n\n\n\nWhat are Playbooks?
A predefined recommended set of tasks for resolving a CTA<\/p>\n\n\n\nRules Engine is
A place where you can automate your processes by configuring business rules<\/p>\n\n\n\nScorecard is
The overall scoring scheme that you set up in Gainsight<\/p>\n\n\n\nWhat is the MDA?
Matrix Data Architecture- Gainsight’s proprietary back end infrastructure that serves as the foundation for any instance of Gainsight<\/p>\n\n\n\nData processing and storage stack which houses external data such as:
-Support data from Zendesk or other support tools
-Financial data
-Other usage information from a proprietary system (like SFDC)<\/p>\n\n\n\nCTA stands for
Call to Action<\/p>\n\n\n\nTRUE OR FALSE: A Gainsight Administrator might have a different title at different organizations
TRUE<\/p>\n\n\n\nWhat is a Gainsight Admin responsible for?<\/p>\n\n\n\n
- \n
- On-going maintenance of data & processes<\/li>\n\n\n\n
- Initial configuration and implementation of Gainsight<\/li>\n\n\n\n
- Analyzing and improving Gainsight processes for their organization<\/li>\n<\/ul>\n\n\n\n
Are Admin Hours offered monthly, weekly, or daily
Weekly<\/p>\n\n\n\nTRUE OR FALSE: You can create an MDA object from a CSV or with an API
TRUE<\/p>\n\n\n\nTRUE OR FALSE: You can load data directly via API
FALSE<\/p>\n\n\n\nYou can load data via:<\/p>\n\n\n\n
- \n
- Rules Engine<\/li>\n\n\n\n
- Transfer data in and out of S3 buckets<\/li>\n<\/ul>\n\n\n\n
What are Key Identifiers?
Key Identifiers is a checkbox in data management that ensure that information is appropriately aggregated\/mapped<\/p>\n\n\n\nHow many records can a low volume object store?
Up to 5000<\/p>\n\n\n\nLow Volume Data Objects are used for data that needs to be edited frequently. There are advantages to using Low Volume objects such as the ability to edit data in the object from more locations in Gainsight, and the ability to load data into the object using Custom Object APIs.<\/p>\n\n\n\n
How many records can a High Volume object store?
Up to 1 million<\/p>\n\n\n\nThis object type is recommended for storing huge volumes of data, like usage data.<\/p>\n\n\n\n
From an object’s Data Operations tab, you can..<\/p>\n\n\n\n
- \n
- Filter records based on selected criteria<\/li>\n\n\n\n
- Delete records<\/li>\n\n\n\n
- Configure the displayed fields for the records list<\/li>\n<\/ul>\n\n\n\n
You CANNOT build reports based off objects from this tab<\/p>\n\n\n\n
TRUE OR FALSE: A field’s data type can be changed after an object is created
FALSE<\/p>\n\n\n\nMDA Field Data Types- Date & Time. Is there a difference between Date and DateTime?
Yes! Remember that Date and DateTime are different. Using date rather the date time simplifies the use of the field in GS, so use date when you can<\/p>\n\n\n\nWhat are the three MDA Object types?
System, Standard, and Custom<\/p>\n\n\n\nWhat is a Standard Object in the MDA?
Objects created by Gainsight and include Company, User, Person, Relationship, and Relationship Type<\/p>\n\n\n\nCan be edited to add additional fields but you cannot perform edit operations on stock fields within standard objects<\/p>\n\n\n\n
What is a Custom Object in the MDA?
Objects created by the admin. Fully customizable and you have full control to edit and modify them<\/p>\n\n\n\nCan load data into custom objects through manual loads of small fields, connectors, and rules engine<\/p>\n\n\n\n
What is a System Object in the MDA?
Generated by Gainsight and include scorecard fact tables as well as activity timeline<\/p>\n\n\n\nThis data is loaded by Gainsight and cannot be edited in any way<\/p>\n\n\n\n
Definition of Data Type
Defines what kind of data can be stored in a field; for example, Number, Email, Currency<\/p>\n\n\n\nRules Engine uses __<\/em><\/strong><\/em><\/strong> to search your data for specific information.
Query Language<\/p>\n\n\n\nWhat is a Rule Chain?
Rule Chain is a group of related rules that have been chained together to execute one after another with a shared schedule<\/p>\n\n\n\nWhat are key questions to ask when building a Rule?
What data do you have?
Where is it stored?
What format is data stored in?
What is the source data? (Process)
How do I filter that data?
Do I need to transform it or make calculations?<\/p>\n\n\n\nWhat are the 4 task types of Rules?<\/p>\n\n\n\n
- \n
- Dataset
-Transformations
-Merge
-Pivot<\/li>\n<\/ul>\n\n\n\nWhat does “Apply to Gainsight Customer Only” mean when creating a Rule?
Means it will limit to only customers in your Gainsight Data (your customer info object)<\/p>\n\n\n\nIn Rules Engine, will advancing along the setup actions save your work as you go?
NO! You have to hit “Next” in order to save your work, rather than clicking through the setup actions at the top<\/p>\n\n\n\nWhat is the benefit of selecting “Include in Identifiers” when creating a Rule?
Click “Include in Identifiers” to help prevent duplicate CTAs based off vague qualifiers<\/p>\n\n\n\nThe purpose of the Rules Engine is to:<\/p>\n\n\n\n
- \n
- Leverage customer lifecycle<\/li>\n\n\n\n
- Leverage data you have for analysis<\/li>\n\n\n\n
- Leverage data you have for monitoring and action<\/li>\n<\/ul>\n\n\n\n
The anatomy of a rule contains the following steps:
Create Rule, (Edit Rule), Set up Rule, Set up Action, and Schedule<\/p>\n\n\n\nIf a Worksheet=Object, column=__ ?
Field- think of an excel workbook<\/p>\n\n\n\nThe default view which has rules in alphabetical order is:
List View<\/p>\n\n\n\nTRUE OR FALSE: Identifiers tell the Rules Engine how to find unique records.
TRUE<\/p>\n\n\n\nRules Engine Listing sorts rules:
Alphabetically<\/p>\n\n\n\nTRUE OR FALSE: You can do multiple actions in one rule
TRUE<\/p>\n\n\n\nTo receive an email with an Excel attachment showing the results of your Rule:
Add your email to the “Email failures during scheduled run” when scheduling<\/p>\n\n\n\nTRUE OR FALSE: In a Rule, the green smiley face, yellow triangle with an exclamation point, and the red sad face icons indicate Successful run, Partial Success, and Full failure, respectively.
TRUE<\/p>\n\n\n\nWhat does “Partial Failure” on a Rule mean?<\/p>\n\n\n\n
- \n
- Indicates that the rule itself ran successfully, but some of the data failed<\/li>\n\n\n\n
- Is often caused by null values<\/li>\n\n\n\n
- Could mean sometimes that the rule could be working on some records<\/li>\n<\/ul>\n\n\n\n
TRUE OR FALSE: In databases on a Rule, null equals zero (0)
FALSE- null really means “unknown”<\/p>\n\n\n\nWhen a rule goes wrong, what are some steps you can take to troubleshoot?
-Check logs and run test to examine the rule results
-Clone rule, narrow down to 1 customer that qualifies
-Strip out filters, add back one by one until you find the filter that breaks it<\/p>\n\n\n\nWhat does the Rule Summary contain?
-Rule criteria and actions
-A log of successful and unsuccessful runs
-Details of who created and who last modified the rule<\/p>\n\n\n\nGainsight Report Builder only looks at __<\/em><\/strong> object(s) at a time.
One<\/p>\n\n\n\nTo create a report on ARR and Current Score, which data object would you select?
Company<\/p>\n\n\n\nTo create a report on information such as upsell, down-sell, and churn, which data object would you select?
Opportunities<\/p>\n\n\n\nFor number fields, you can set up to _<\/em><\/strong> decimal places.
3<\/p>\n\n\n\nTo use Pivot you must have at least __<\/strong> field(s) in the Group By section
2 (max is 53)<\/p>\n\n\n\nBy default, which users have permissions to view all Dashboards? Select all that apply.
-Users the Admin has granted view access to
-Users the Admin has granted view\/edit access to<\/p>\n\n\n\nWho can configure Dashboard level filters?
Admins<\/p>\n\n\n\nWhat are Dashboards? Definition
Dashboards are a collection of related reports viewed together on a single page<\/p>\n\n\n\nWhat does Boolean mean in reports?
Count<\/p>\n\n\n\nWhen pivoting groups in a report, does it group data by rows or columns?
Columns<\/p>\n\n\n\nWhat are the standard widgets in a Dashboard?<\/p>\n\n\n\n
- \n
- Image<\/li>\n\n\n\n
- Rich Text<\/li>\n\n\n\n
- Web Page<\/li>\n<\/ul>\n\n\n\n
What are the 4 main components of Journey Orchestrator?<\/p>\n\n\n\n
- \n
- Participant List (WHO)<\/li>\n\n\n\n
- Email Template (WHAT)<\/li>\n\n\n\n
- Program (WHEN)<\/li>\n\n\n\n
- Journey Analytics (HOW)<\/li>\n<\/ul>\n\n\n\n
How many program models are available in Journey Orchestrator?
4- 3 for surveys and 1 for non-surveys<\/p>\n\n\n\nWhat are the 4 models in Journey Orchestrator?<\/p>\n\n\n\n
- \n
- NPS Survey<\/li>\n\n\n\n
- Customer Satisfaction Survey<\/li>\n\n\n\n
- General Survey<\/li>\n\n\n\n
- Email Chain<\/li>\n<\/ul>\n\n\n\n
What is the maximum number of emails that can be sent in a single Journey?
5000<\/p>\n\n\n\nWhat is SSL? (requirement for publishing surveys)
SSL- Secure Sockets Layer<\/p>\n\n\n\nThis is a cryptographic protocol to provide security over internet communications. You can find out if a site is using SSL when a padlock is displayed or the address bar shows the URL as HTTPS instead of HTTP.<\/p>\n\n\n\n
At what levels can Programs be created?
Company, User, Relationship<\/p>\n\n\n\nWhat are the 4 source types you can use to add participants to a Journey Orchestrator?<\/p>\n\n\n\n
- \n
- CSV<\/li>\n\n\n\n
- Query Builder<\/li>\n\n\n\n
- Segments<\/li>\n\n\n\n
- Event<\/li>\n<\/ul>\n\n\n\n
Which model is used to send operational emails in Journey Orchestrator?
Email Chain<\/p>\n\n\n\nTRUE OR FALSE: You can publish a model with a survey without an SSL survey site address.
FALSE<\/p>\n\n\n\nTRUE OR FALSE: Journey Orchestrator allows you to use Reports in an email template.
TRUE<\/p>\n\n\n\nTRUE OR FALSE: All the scorecard Grading Schemes in Scorecards have a numeric range and labels associated with it.
TRUE<\/p>\n\n\n\nWhich report allows you to review your customer’s health scores and visualize the trends with reference to configured grading schemes in Scorecards?
Scorecard Habits report<\/p>\n\n\n\nCan a scorecard have more than one grading scheme?
No- only one per scorecard<\/p>\n\n\n\nWhat is a Scorecard?
An instrument to systematically measure and track customer health, both objective & subjective elements<\/p>\n\n\n\nObjective: product usage, survey scores
Subjective: executive relationships, CSM sentiment<\/p>\n\n\n\nWhat is a Measure in a Scorecard?
A quantitative metric used to track customer’s health; what you want to track.<\/p>\n\n\n\nAre measures in scorecards automated or manual?
Both- you can choose. Manual ones are indicated with the human icon. Automated measures can be set with Rules Engine<\/p>\n\n\n\nWhat are Measure Groups in a Scorecard?
Measure groups are a collection of measures\/way to combine related measures<\/p>\n\n\n\nThe score of a measure group is automatically calculated based on the score for each measure & the weights assigned to it<\/p>\n\n\n\n
What are the 3 grading schemes in a Scorecard?<\/p>\n\n\n\n
- \n
- Numeric (0-100)<\/li>\n\n\n\n
- Color (RYG)<\/li>\n\n\n\n
- Grading (A-F)<\/li>\n<\/ul>\n\n\n\n
The scores of a Scorecard are set automatically by Rules Engine with Set Score 2.0 Action Type.
What do you need to remember about how scores are set automatically with Rules Engine<\/p>\n\n\n\nWhat are the 2 data types Scorecards can be created for?
Company or Relationship<\/p>\n\n\n\nWhat is the difference between a Habit Report and a Mass Edit Report in Scorecards?
Habit shows trends, Mass Edit shows health scores by individual companies<\/p>\n\n\n\nScorecard Mass Edit Report: displays health scores of multiple Companies or Relationships in a tabular format embedded in a Dashboard, and enables end users to make manual edits to the scores<\/p>\n\n\n\n
Scorecard Habits Report: displays aggregated Scorecard trends over a period of time for either Companies or Relationships<\/p>\n\n\n\n
How often should the validity of the Scorecard be re-evaluated?
Every 6 months<\/p>\n\n\n\nWhat is the maximum number of company scorecards?
20<\/p>\n\n\n\nHow many scorecards can you have per relationship type?
10<\/p>\n\n\n\nHow are CTAs created?
Either manually by the CSM or Admin, or automatically via Rules Engine<\/p>\n\n\n\nWhat are the types of CTAs?
-Activity- default CTA type created from Timeline & manually
-Risk- represents negative trends with a customer, with tasks focused on mitigation.
-Lifecycle- time based, scheduled events based on the customer lifecycle
-Custom- created by the GS Admin
-Expansion- positive trends with customers, with tasks focused on potential opportunities for upsell
-Objective- tied to success plans and can only be created in C360> Success Plan section<\/p>\n\n\n\nWhat are tasks on a CTA?
Tasks are specifically recommended steps to follow in order to complete your CTA<\/p>\n\n\n\nHow many playbooks can you assign to a CTA?
Only one<\/p>\n\n\n\nYour organization recently implemented monthly CSM check-ins for Enterprise customers. As the Gainsight Admin, you should\u2026
Create an automatic CTA called Monthly Check-In which will generate monthly for all Enterprise customers<\/p>\n\n\n\nYou meet with a group of stakeholders to discuss the CTA Types that should exist in your org. After compiling a list of all suggestions, you have 40 CTA Types. You should\u2026
Work with the team to reduce the number of CTA Types to only those which are most important for launch, with the plan to roll out more at a later date<\/p>\n\n\n\nTrue or False: Users can save a filtered list of CTAs as a new Custom View.
TRUE<\/p>\n\n\n\nWhich can you perform a Mass Edit on? CTAs, Tasks, or Playbooks?
CTAs & Tasks<\/p>\n\n\n\nTrue or False: Playbooks can be made inactive even if they are currently being used by existing CTAs.
TRUE<\/p>\n\n\n\nWhat is a Mass Edit in Cockpit?
Mass Edit- enables an admin to reassign and delete CTAs and Success Plans in bulk. For tasks, it enables them to reassign ownership, delete, and edit the priority status in bulk<\/p>\n\n\n\nCan use this function to make mass edits to tasks and success plans as well as reassigning<\/p>\n\n\n\n
What are the 8 standard sections in C360?
-Summary
-Attributes
-Scorecard 2.0
-Cockpit
-Sponsor Tracking
-Success Plans
-Account Hierarchy
-Surveys<\/p>\n\n\n\nWhat does embed pages do in 360?
Embed pages allows users to use URLs to display external content so CSMs have collateral on hand for calls<\/p>\n\n\n\nWhat is the maximum number of customizable 360 layouts available to admins?
50<\/p>\n\n\n\nWhat is the Global Sections Library?
A Library allows you to create commonly used sections for use in multiple layouts<\/p>\n\n\n\nIt appears in the global pane in the available section<\/p>\n\n\n\n
You have _ widgets and _<\/em> fields available to use in the summary section.
6 and 6<\/p>\n\n\n\nTRUE OR FALSE: Timeline is a tool that allows customer interactions to be tracked to provide visibility across the organization.
TRUE<\/p>\n\n\n\nWhat are the standard activity types in Timeline?
-Calls
-Updates
-Meetings
-Emails
-Milestones<\/p>\n\n\n\nAt what levels can you configure activity types in Timeline?
-Global
-Relationship
-Company<\/p>\n\n\n\nTRUE OR FALSE: You can create custom Activity types to meet the needs of your organization in Timeline
TRUE<\/p>\n\n\n\nWhat are the 5 user license types?
-Viewer
-Full
-Internal Collaborator
-External
-Viewer+Analytics<\/p>\n\n\n\nWhat are the 2 free license types?
Internal Collaborator & External<\/p>\n\n\n\nWhat is the default license type applied to Super Admins?
Full<\/p>\n\n\n\nWhat are the 3 ways to load users into Gainsight?
-Manual
-CSV
-External System (SFDC, Microsoft Dynamics, Slack, etc)<\/p>\n\n\n\nWhich users can be assigned Permission Bundles?
Only users with the “Full” license type can be assigned permission bundles. They can be assigned to any permission bundle available\/created<\/p>\n\n\n\nWhat are Permission Bundles?
Permission Bundles are an administration feature which enables an admin to easily set up different permissions for users. Permissions are a collection of settings that grants users access to various applications in Gainsight.<\/p>\n\n\n\nWhat are the 4 Permission Types?
-Navigation Permissions: allows users to view pages or sub-pages of GS
-Survey Permissions: allows users to design, distribute, analyze, and administer surveys
-Email Template Permissions: allows users to design and administer the email templates
-Program Permissions: allows users to design, distribute, analyze, and administer programs<\/p>\n\n\n\nTRUE OR FALSE: A Permission Bundle contains different types of permissions.
TRUE<\/p>\n\n\n\nWhich Permission Bundle are users with Viewer and Viewer+Analytics license are auto-assigned by default?
VIEW_GROUP is a system defined Permission Bundle that is automatically assigned to users with Viewer license and VIEWANALYTICS_GROUP is a system defined Permission Bundle that is automatically assigned to all users with Viewer+Analytics license.<\/p>\n\n\n\nWhich license types can’t be assigned Permission Bundles?
Internal Collaborator & External (the free licenses)<\/p>\n\n\n\nWhat are the 3 user authentications supported by Gainsight?<\/p>\n\n\n\n
- Dataset