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Journey Orchestrator Module Objects

Some of the most important MDA objects used in the Journey Orchestrator module are described here. For more information on other SFDC and MDA Objects used in different modules, refer to  Gainsight Object Glossary.

Note: The Gainsight feature 'Advanced Outreaches' or 'AO' is renamed to 'Programs' in the application but the application object and field names for Advanced Outreaches feature will have the term 'Advanced Outreaches' (Ex: 'AO Emails' is an object name but is not renamed to Program Emails). 

Email Logs Object 

This object is used in Journey Orchestrator, Advanced Outreaches (Programs)Email Assist. For example; Rules/Reports based on success of email campaigns, number of Email Assist tasks sent, types of error messages being returned by systems, etc.

The following table lists the data fields available in this object:

Field Name Description
Associated Field Field from the associated object.
Associated Object Object name to which an email log is associated.
Associated Value The value stored in associated field from associated object.
Batch Name The name of the Batch.
Contact Name or User Name Recipient of the email - if sent internally, User Name is populated, if sent externally, Contact Name is populated.
Event Message An error message returned by the receiving email system.
Opened Binary value, 1 = the email was opened, 0 = the email was not opened.
Open Count Number of times the email was opened.
Template Name The name of the template.
Triggered Date Date/time at which the email was scheduled to go out.
Triggered On Actual date/time that the email was sent.
Use Case

The options are:

  • Advanced Outreach (programs)
  • Campaigns (outreach)
  • Cockpit (email assist)
  • External sharing (sharing a feature)
Variant Name The name of the variant used (Default = no variant or default variant triggered).

Advanced Outreach (Programs) Object

This object is used to store important information about Programs. For example; create reports on important parameters of Programs.

The following table lists the data fields available in this object:

Field Name Description
Advanced Outreach Id An unique Program Id.
Advanced Outreach Code A code used for unique identification of Programs in Reporting.
Advanced Outreach Model Name Model name of a Program (NPS Survey/CSAT Survey/Generic Survey/Email Chain).
Advanced Outreach Model Type Transactional (CSAT)/Non-Transactional (NPS, Generic, Email Chain, etc.)
Advanced Outreach Name An unique name of a Program.
Advanced Outreach Start Date Published date of a Program.
Advanced Outreach Status Draft (NEW in Reports)/Active (PROCESSING in Reports)/Pause/Scheduled/Stop.
Advanced Outreach Type Customer/Relationship
Default Account Name Optional. The Account name which is a record in SFDC Account object but is not a Gainsight customer.
Log Emails To Salesforce Flag that indicates whether emails sent as part of programs are stored in SFDC.
Relationship Type Id Relationship Type Id associated with a program. This field helps fetch information of a Relationship type from the MDA object Relationship Type.
Relationship Type Name The name of the Relationship Type associated with a program.
Survey Closed Date Closed date of the Survey attached to the Program.
Survey Name The name of the Survey sent through Programs.

Advanced Outreach Participants (Program Participants)

This object is used to store information about the Participants in Programs. For example; to retrieve information about the participants in a Program through Report Builder.

The following table lists the data fields available in this object:

Field Name Description
Account Name Name of an account that a participant is associated with.
Advanced Outreach Id A Unique Program Id.
First Name First name of a Participant.
Last Name Last name of a Participant.
Full Name Full name of a Participant.
Context Id A unique ID that can be configured to tie a participant's response back to a specific activity/service offered. For example, the Context ID could be a support ticket number or a webinar code.
Last Email Link Clicked The last instance of a clicked link displayed in email.
Last Email Sent (DateTime) The last instance of an email sent from a program.
Last Email Status Delivered/Not Delivered to the Participant.
Manager First Name First name of participant’s manager.
Manager Last Name Last name of participant’s manager.
Manager Full Name Full name of participant’s manager.
Manager Email Address Email address of a participant’s manager.
Participant State Indicates the state of a Participant in the journey of a Program: Review/Active/Completed/Drop (by system due to token mismatch, incorrect email address, etc.)/Knocked-off (Manual removal of participants from a Program).
Participant Id Unique Id of a participant.
Recipient Email Address Email address of a Participant.
Relationship Contact Name Name of the Relationship Contact.
Relationship Name Name of a Relationship.
Relationship Status Status of a Relationship.
Relationship Type Name Name of the Relationship type.
Sender First Name First name of the organizer/Administrator who sends a Program.
Sender Last Name Last name of the organizer/Administrator.
Sender Full Name Full name of the organizer/Administrator.
Sender Email Address Email address of the organizer/Administrator.
SFDC Account Id SFDC Account Id for which a participant is associated with.
SFDC Contact Id SFDC contact Id of a participant.
SFDC User Id SFDC user Id of a participant.
Survey Page Open Count The survey page count open of the participant.
Survey Page Opened Flag that indicates whether a specific survey page is opened by the participant.
Survey Responded Flag that indicates whether a specific survey is responded to by the participant.
Survey Responded Date The date on which a specific survey is responded to by the participant.
Survey Response Status Submit/Partial Submit (Responded to a survey but not submitted) of a survey by the participant.
Survey Score NPS score (0-10) of a survey submitted by the participant.
Survey Send Date The date on which a survey is sent by Program to the participant.
Total Email Sent Total number of emails sent to a participant during a Program journey.
Person Type (Who ID) This field helps to join the AO Participants object with either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object.
GS Person Id (Who ID) This field helps to join with a specific record in either Person object or Person Avatar (User, etc) object. This helps to build reports on the AO Participant object and join the selected fields from the Person or Person Avatar object.
Source Type (What ID) This field helps to join the AO Participants object with the MDA standard object. This helps to build reports on the AO Participants object and join selected fields from the MDA standard object.
GS Source Id (What ID) This field helps to join the AO Participants object with a specific record in the MDA standard object. This helps to build reports on the AO Participants object and join the selected fields from the MDA standard object.

AO Emails (Program Emails) Object

This object is used to store information about emails in Programs. For example; to create a report on the information about emails sent by Programs.

The following table lists the data fields available in this object:

Field Name Description
Advanced Outreach Id A Unique Program Id.
Bounce Date The date on which a specific email is bounced.
Bounce Type Hard/Soft. For more information on these bounce types, refer Journey Orchestrator Analytics.
Email Clicked Flag that indicates whether a specific email is clicked by the participant.
Email Clicked Date Date on which a specific email is clicked by the participant.
Email Id Email address of the participants.
Email Open Count The total number of instances a specific email is opened by the original recipient.
Email Opened Flag that indicates whether a specific email is opened.
Email Send Flag that indicates whether a specific email is sent to the participants in a Program.
Email Template Id Id of the email template.
Email Template Name Name of the template.
From Address Sender’s email address.
Last Email Opened Date (DateTime) The last instance of an email opened by a participant.
Link Clicked Count The number of instances that a link shared by an email is clicked by the participants.
Page Open Count The number of instances that a Survey Page is opened by the participants.
Participant Id Unique Id of a participant.
Rejected Flag that indicates whether an email is rejected due to incorrect recipient address.
Rejected Date The date on which an email is rejected by a participant.
Spam Flag that indicates whether an email is marked as spam by a participant.
Spam Date The date on which a participant is marked an email as spam.
To Address Recipient (Participant) email address.
Undelivered Flag that indicates whether an email is not delivered to the participants in a Program.
Undelivered Reason Email delivery failure reason.
Unsubscribed Flag that indicates whether an email address is unsubscribed from outreaches/programs.
Unsubscribed Date (DateTime) Date & Time on which an email address is unsubscribed from a program.

AO Link Clicked Analytics (Program Analytics) Object 

This object is used in Analytics on Programs. For example; to retrieve the analytics on URLs clicked in the Programs through Report Builder.

The following table lists the data fields available in this object:

Field Name Description
Advance Outreach Id A Unique Program Id.
Linkclickedcount The number of times an individual Link is clicked attached in an email.
Url The URL for which the clicked count is tracked.

AO Participant Activity Analytics (Program Analytics) Object 

This object is used in Analytics on Programs. For example; to retrieve analytics on Program Participant Activities through Report Builder.

The following table lists the data fields available in this object:

Field Name Description
Advance Outreach Id A Unique Program Id.
Current Step Name where the participant is in the journey of a Program.
Distinct Count of Participants The total number of participants who executed a specific step.

AO Analytics (Program Analytics) Object 

This object is used in Analytics on Programs. For example; to retrieve analytics on Programs through Report Builder.

The following table lists the data fields available in this object:

Field Name Description
Advanced Outreach Id A Unique Program Id.
Advanced Outreach Name Name of a Program.
Open Rate Ratio of emails opened by the participants to the emails sent in the journey of a program.
Survey Clicked Through Rate Ratio of the number of survey links clicked to the number of Survey links sent through a program.
Survey Conversion Rate Ratio of the number of Surveys submitted to the number of Surveys Opened.
Total Active Participants The total number of participants that are active in a specific Program.
Total Email Bounced In a specific Program.
Total Email Opened In a specific Program.
Total Email Send Emails sent as part of a specific Program.
Total Number of Participants In a specific Program.
Total Participant Responded To Survey The total number of participants who submitted the Survey in a Program.
Total Participants Opened Survey Page The total number of participants who opened the survey page in a Program.

AO Participant Activity (Program Participant Activity) Object 

This object is used to store activities of the Participants in the Programs. For example; to create reports on tracking the journey of participants.

The following table lists the data fields available in this object:

Field Name Description
Advanced Outreach Id A unique Program Id.
Current Step Name Current step of the participant in the journey of a Program.
Participant Id Unique Id of a participant.
Previous Step Name With respect to the current step of the participant in the journey of a Program.

AO Participant Source Configuration (Program Participant Source Configuration) Object 

This object is used to store information about the source of participants in a Program. For example; to fetch the Program participant list based on its source of ingestion in the Reports.

The following table lists the data fields available in this object:

Field Name Description
Advanced Outreach Id A unique Program Id.
Event Name Name of the Event used to collect the participants.
Participant Operation Type One-time (Add All Participant in Power list in Reports)/Scheduled (Add All Participant in Power list and any in Future in Reports). Indicates whether all the Participants are added into Powerlist now or it’s scheduled.
Participant Source Name Name of the Power List.
Participant Source Type CSV/Power List/Query Builder/Event.

AO Predefined Advanced Outreach Model (Program Model) Object 

This object is used to store Model information of a Program. For example; to create model information in the Reports.

The following table lists the data fields available in this object:

Field Name Description
Advanced Outreach Model Name Model Name of a Program (NPS Survey/CSAT Survey/Generic Survey/Email Chain).
Advanced Outreach Model Type Transactional (CSAT)/Non-Transactional (NPS, Generic, etc).

AO CTA (Program CTA) Object 

This object is used in Journey Orchestrator module. For example; stores information about CTAs Triggering from Programs.

The following table lists the data fields available in this object:

Field Name Description
Account Account Name. It fetches Account details through lookup from Account.
Action Type Upsert (Create) or Close CTA.
Area Name The product in which a CTA is triggered, either CTA in Salesforce Edition or CTA in Standard Edition.
CTA Id Unique GSID of a CTA created or closed.
CTA Name Name of the CTA created or closed.
CTA Status Status of a CTA.
Entity Type Account (Company) or Relationship.
Is Name Identifier True/False. While creating CTA, when you click ‘include in identifiers’ checkbox to trigger a CTA with unique identifier, CTA is recorded as True in this field.
Relationship Id GS Relationship Id from SFDC for Relationship CTAs in Salesforce Edition. Relationship Id from MDA for Relationship CTAs in Standard Edition.
Source Step Id A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program.

AO CTA Mapping (Program CTA Mapping) Object 

This object is used in Journey Orchestrator module. For example; stores information about CTAs triggered against the respective source Programs.

The following table lists the data fields available in this object:

Field Name Description
GS Advanced Outreach Id A unique GSID from AO Advance Outreach object to fetch details of a JO Program.
GS CTA Id Unique GSID of a AO CTA record that fetches details of this record.
GS Participant Id A unique GSID from AO Participant object to fetch details of a Participant.
Step Id A unique GSID from AO Participant Activity object to fetch details of a step from which a CTA is triggered from a Program.

Company Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to tie scorecards built on specific Company record in MDA.

The following table lists the data fields available in this object:

Field Name Description
ARR Used to store the average recurring revenue (ARR) of the customer.
Company Id Unique GSID of the Company, this Relationship is associated with.
CSM CSM information of the Relationship record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel.
Current Score Health score of a customer. This is overall health score of the current scorecard for a company.
Lifetime in Months The number of months from the original contract date.
MRR Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date.
Name Used to store the name of a Relationship.
NPS Used to store the Net Promoter Score (NPS) of the Customer. This field cannot be editable.
Onetime Revenue Onetime Revenue of the Relationship.
Original Contract Date Original Contract Date of a Relationship (Customer acquisition date based on the first transaction (New Business)).
Previous Score Previous Health Score of a Customer.
Scorecard Id Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective Relationship, there can be multiple scorecards in the system, but only one can be active at a time.
SFDCRelationship Id Equivalent unique Id from SFDC object Relationship.
Stage Stage of the Customer. Customer Stage is a configurable attribute that provides additional information on the customer journey/status. The default values of this field include New Customer, Kicked Off, Launched, Adopting, Will Churn, Churn.
Status Describes if the customer is Active or Inactive. The default values for this field include Active, Inactive, and Churn.
Trend Trend of a score. Up/Down/Same. This field is not editable and shows the difference between previous score and current score.
Type Id A unique Id from Relationship Type object.

User (MDA)

This object is used in Scorecards 2.0, Surveys 2.0, Journey Orchestrator, Timeline, and Dashboard Builder modules. For example; to store information about users in Gainsight

The following table lists the data fields available in this object:

Field Name Description
Company ID It is of datatype GSID. This has a lookup to Company object.
Created Date It is of datatype DateTime. Indicates when the record was created.
Email It is of datatype Email. Stores the Email address of the user.
External ID It is of datatype String. A unique account identifier in an external system. It identifies an account uniquely apart from Email and Name.
First Name It is of datatype String. It stores first name of a user.
Gainsight License Enabled It is of datatype Boolean (True/False). It indicates whether a Gainsight License is assigned to this SFDC User or not.
GSID GSID of a user record. For example: CSM in a Relationship or Company has a look up to this record in User object.
Is Active It is of datatype Boolean (True/False). It indicates whether a user is active in SFDC or not.
Is Active User It is of datatype Boolean (True/False). It indicates whether a user is enabled in Administration > User Management page or not.
Last Name It is of datatype String. It store the last name of a user.
Modified Date It is of datatype DateTime. Displays the date when the record was last modified.
Name It is of datatype String. It store the name of a user.
SFDC User Id It is of datatype SFDC ID. It stores the equivalent User Id of a user in SFDC.
Username It is of datatype Email. Stores username of a User. Username is unique in Gainsight and is used as a key to identify a user in Gainsight.
Manager It is of data type GSID. This field helps Admins to create User - Manager hierarchies, ‘My team’, and ‘Portfolio view’ reports.
Timezone It stores the Timezone of a user’s location. Admins can ingest a user’s timezone value from the User Management page > Manual page and through Rules Engine (Load to User Action).
Is Super Admin This field is of data type Boolean (True/False). It indicates whether a user is identified as Super Admin who has superior permissions on Dashboards and Dashboard Folders.
System Type It is of datatype Dropdown list to choose either Internal or External. A user is identified as an internal user when the user is part of your organization. A user is identified as an external user when the user is part of your customer’s organization. To enter external user information into User object, user’s organization should have a record in the MDA object Company.

Relationship (MDA) Object 


This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. For example; to store information about Relationships context in Gainsight.

The following table lists the data fields available in this object:

Field Name Description
ARR Used to store the average recurring revenue (ARR) of the customer.
Billing Address Used to store the billing address of the customer.
Company Type Used to store the type of company.
CSM CSM information of the Company record. This field has a lookup to the User object. Values in this field are populated using derived mappings in the data ingestion channel.
Current Score Health score of a customer. This is overall health score of the current scorecard for a company.
Customer Lifetime in Months The number of months from the original contract date.
Employees The number of Employees in the Company.
Industry Industry of the company belongs to, ex: Software, Networking, Automobile, etc.
Lifecycle in weeks Lifetime of a customer in weeks.
MRR Current Monthly Recurring Revenue (MRR) of the Customer, net of all transactions to-date.
Name Used to store the name of the company.
NPS Used to store the Net Promoter Score (NPS) of the Customer. This field cannot be editable.
Original Contract Date Original Contract Date of the customer (Customer acquisition date based on the first transaction (New Business)).
Parent Company Parent company of the customer. This field has a lookup to self object Company. This field is populated using derived mappings in the data ingestion channel.
Previous Score Previous Health Score of a Customer.
Renewal Date Next Renewal Date of the customer.
Scorecard Id Fields from the Scorecard Master like Name, entity type, modified by, etc. can be fetched into this object through this unique Id. This field mentions from which scorecard the score is being fetched. This is the active scorecard id for the respective company; there can be multiple scorecards in the system, but only one can be active at a time.

Relationship Type (MDA) Object 

This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules. 

The following table lists the data fields available in this object:

Field Name Description
Name Name of a Relationship.
SFDC Relationship Type Id A unique Id of a Relationship Type in SFDC.
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