The following table contains a list of all of the Rule Assets that are currently available in Vault. When you click the asset link, if you are not currently logged in to Gainsight, you will be directed to login. From the preview window, you can also configure and download the asset into your org.

Tip: Right-click on the asset hyperlink to open the asset preview in a new window.

Name Folder Subfolder Description Link
Accounts that haven't had a CTA in 60 days CTAs & Success Plans CTAs PURPOSE: Identify accounts that haven't received recent attention so you can proactively engage with them; CUSTOM FIELDS: none https://jbcxm.na34.visual.force.com/apex/vault?id=fmczwc11gyp7tgbrw6jcjavff
Add New Customer based on Closed/Won Opportunity V1 Lifecycle - New Customer & Kickoff   PURPOSE: To add a new customer to Gainsight the day after their SFDC Opportunity is won. Maps the ARR & OCD but other values need to be added by the admin; CUSTOM FIELDS: None; SCHEDULE: Daily. https://jbcxm.na34.visual.force.com/apex/vault?id=a1cic9jo5uojnywum0fn42e37
Add New Customer, Lay Milestone, Create CTA based on Won Opportunity V1 Lifecycle - New Customer & Kickoff   PURPOSE: To add a new customer to Gainsight the morning after their SFDC Opportunity is won. Maps the ARR & OCD but other values need to be added by the admin. Also adds a New Customer milestone & CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=58y3mqpkcpc9ggokswggma25g
Bugs Risk: Set Score 1: Set Greens V1 Risks & Health Score Risks PURPOSE: Resets Default Values (Green) for Bugs Risk Scorecard Measures; CUSTOM FIELDS: None; SCHEDULE: Daily, before Bugs Risk Set Score 2 rule https://jbcxm.na34.visual.force.com/apex/vault?id=dl080go9wcb058ikcwlaqtdbp
Bugs Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 Risks & Health Score Risks PURPOSE: Loads Red/Yellow values to Bugs Risk Scorecard based on open and flagged CTAs; CUSTOM FIELD: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=5bll4xs8lo0jcjcczdi4hhh57
Change Stage, Milestone, CTA for Kickoff, Launched, Adopting from Closed CTAs V1 Lifecycle - New Customer & Kickoff   PURPOSE: When New Customer Kickoff, Onboarding, or Move to Adopting CTAs are closed, change the customer's stage, lay a Milestone, and trigger the next lifecycle CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=fxe93d0bv9ww7cjijy08evvvb
Company Risk: Set Score 1: Set Greens V1 Risks & Health Score Risks PURPOSE: Resets Default Values (Green) for Company Risk Scorecard Measures; CUSTOM FIELDS: None; SCHEDULE: Daily, before Company Risk Set Score 2 rule https://jbcxm.na34.visual.force.com/apex/vault?id=649s7r4tbe4v325y66w7tv0kh
Company Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 Risks & Health Score Risks PURPOSE: Loads Red/Yellow values to Company Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=ga1cvyehpq8he3yo6h7ncigql
Create Anniversary Milestone 1: 1-year Anniversary V1 Lifecycle - GoLive, Launch & Adopt   PURPOSE: Create a milestone to mark customer's 1-year Anniversary; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=c4hofboj7zze6ce30z09co6bx
Create Anniversary Milestone 2: 2+ year Anniversaries V1 Lifecycle - GoLive, Launch & Adopt   PURPOSE: Create a milestone to mark customer's Anniversaries for every year after their 1st, based on the 1st-year milestone; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=5whawrh6r5dcdmvdoqm8fv6x3
Create Bugs Risk CTA for SFDC Case marked as Verified Bug V1 Risks & Health Score Risks PURPOSE: To create a Risk CTA when a Support Ticket/SFDC Case is officially marked as a Bugs Risk; CUSTOM FIELDS: Add 'Verified Bug' to the SFDC Case::Status field; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=e1keftvli3wk06ztkvj3ec4np
Create CTA for Monthly Chatter Updates V1 Announcements, Updates & Internal Planning   PURPOSE: Fires a monthly CTA to remind CSMs to post Chatter Updates for their accounts; CUSTOM FIELDS: None; SCHEDULE: Monthly https://jbcxm.na34.visual.force.com/apex/vault?id=fgpto4hz9xpnnhdl5mknajidi
Create CTA for Sales-to-CSM Handoff V1 Lifecycle - New Customer & Kickoff   PURPOSE: To automatically create Sales-to-CSM Handoff CTAs after a new customer signs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=1rtu37l0ewytia7cc2m3dlre0
Create CTA for Weekly Flagged Risk Chatter Updates V1 Announcements, Updates & Internal Planning   PURPOSE: Fires a CTA to remind CSMs to provide weekly Chatter Updates for their 'flagged risk' customers. You can also apply a Reason filter if you'd like to flesh out your Chatter Update CTAs by Risk Type; CUSTOM FIELDS: None; SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=hk2l6u4sn4v3nvvuuyvx7ck9
Create CTA if no open CTAs for account in 60 days CTAs & Success Plans CTAs PURPOSE: To create a CTA if an account has not had any open CTAs created in the past 60 days. Uses the data unavailable toggle. CUSTOM FIELDS: none; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=fb9occaolr80llvbx2epdsvv
Create CTAs based on Yesterday's NPS Responses V1 NPS & Advocacy NPS PURPOSE: To avoid configuring NPS CTAs for each Survey, use this Rule to trigger a CTA for every NPS Response; CUSTOM FIELDS: None; SCHEDULE: Daily at 12:00AM https://jbcxm.na34.visual.force.com/apex/vault?id=1o50qtp54fyvs3lb642o08hmn
Create EBR CTAs based on previous EBR milestone V1 Lifecycle - Renewal, Expansion & EBRs   PURPOSE: Fires an EBR CTA every 6 months after the previous EBR's milestone; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=elu7yhrp24ofcneyxx1k436x
Create Fatigue Risk CTA based on existing Flagged Risk CTAs V1 Risks & Health Score Risks PURPOSE: Fires a Fatigue Risk CTA if 3+ Flagged Risk CTAs have been opened in the past 6 months; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=60spfw6q8dsk0rhz5eaciyv6d
Create first EBR CTA based on Original Contract Date V1 Lifecycle - Renewal, Expansion & EBRs   PURPOSE: Fires the first EBR CTA 150 days after a customer's Original Contract Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=2req84ge2yhzfwyoqrmw5fwam
Create Milestone for NPS Survey Response V1 NPS & Advocacy NPS PURPOSE: To create a milestone each time a customer responds to an NPS Survey; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=1emia1z6soyept5cw2ytm91wh
Create New Customer Kick-off CTA based on Original Contract Date V1 Lifecycle - New Customer & Kickoff   PURPOSE: Trigger a New Customer CTA the day after Original Contract Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=avtbu8bskiovl6dniczjxn2a
Create New Customer Kick-off CTA based on Won Opportunity V1 Lifecycle - New Customer & Kickoff   PURPOSE: Creates a New Customer Kickoff CTA the day after a New Business Opportunity is marked as Closed/Won to aid with onboarding. Customer must first be added to Gainsight; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=3okpg81830nlpeyqzh1ei8wsv
Create New Renewal Opportunity Based on Closed New Business or Renewal Lifecycle - Renewal, Expansion & EBRs   PURPOSE: When a New Business or Renewal Oppty closes, create a new Renewal Opportunity; CUSTOM FIELDS: None. SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=byqn8u5en847fblrkonqbc1el
Create Product Risk CTA for SFDC Case marked as Product Risk V1 Risks & Health Score Risks PURPOSE: To create a Risk CTA when a Support Ticket/SFDC Case is officially marked as a Product Risk; CUSTOM FIELDS: Add 'Product Risk' to the SFDC Case::Status field; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=6g1wlbduvtiyyggmq9oavel6w
Create Renewal CTA based on Renewal Date V1 Lifecycle - Renewal, Expansion & EBRs   PURPOSE: Fire a CTA to engage in Renewal conversation 90 days ahead of a customer's Renewal Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=clei062i74r07qa24fzfjv14e
Create Sponsor Tracking CTA V1 Risks & Health Score Health Score PURPOSE: Sponsor tracking rule to alert when there has been a change in a Business Sponsor's information; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=5it4z3srvwhe4j3tdyz8u7shm
Create Upsell CTA for Green Customers at 1 & 2 year mark V1 Lifecycle - Renewal, Expansion & EBRs   PURPOSE: To create a CTA to engage Customers with Green Health Scores in Upsell Conversation at their 1- & 2-year Anniversary; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=bx0w8xa63paqxku8iovjxtruo
Create Usage Drop CTA When Usage Falls >50% Compared to Prior 3 Week Avg V1 Risks & Health Score Health Score PURPOSE: Identify risky drops in Usage. A Calculated Field compares usage from the past week to the prior 3 week average and triggers a CTA if the drop is more than 50%; CUSTOM FIELDS: UsageData::Page Views; SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=buklwtn1er3qe0jsvm84p54js
Create Usage Oppty CTA When Usage Rises >50% Compared to Prior 3 Week Avg V1 Risks & Health Score Health Score PURPOSE: Identify quick rises in Usage. A Calculated Field compares usage from the past week to the prior 3 week average and triggers a CTA if the increase is more than 50%; CUSTOM FIELDS: UsageData::Page Views; SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=bf7sxsnruxwa9mq6lg4vabr1s
Email Engagement: Create CTA for Unsubscribed Contact Email Analytics   PURPOSE: Trigger a CTA when a Contact unsubscribes from an outreach. CUSTOM FIELDS: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=evjf6e78vijbz9h0khg5jogkg
Email Engagement: Create Opportunity CTA for Contact with High Email Open Rate Email Analytics   PURPOSE: Trigger a CTA when a Contact has a very high open rate to an automated CoPilot email. Could indicate a potential advocate/sponsor. Since source data is in MDA, these CTAs are only assigned to a Default Owner and not a CSM. CUSTOM FIELDS: None. SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=2fsupbkm630fba2805pdrk21o
Email Engagement: Risk CTA for Customer with No Email Opens for One Outreach Email Analytics   PURPOSE: Trigger a CTA when a Customer has not opened any of your emails from a given Copilot Outreach (specify in filters). Since source data is in MDA, these CTAs are only assigned to a Default Owner and not a CSM. CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=6i0em6qsegls9rsn27izfervn
Email Engagement: Risk CTA for Customer with No Email Opens for Past Month Email Analytics   PURPOSE: Trigger a CTA when no Contacts at a Customer have opened any CoPilot emails in the past month. Since source data is in MDA, these CTAs are only assigned to a Default Owner and not a CSM. CUSTOM FIELDS: none; SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=57i3nqkk4ep3e0fiktbr870qi
Habits Risk 1: Identify Daily Active Users based on Page Views V1 Risks & Health Score Risks PURPOSE: Identify Daily Active Users based on their Usage. Any usage field can sub for Page Views; CUSTOM FIELDS: UsageData::Page Views and UsageData::Daily Active Users; SCHEDULE: Weekly, once Usage Data has been populated with last week's usage. https://jbcxm.na34.visual.force.com/apex/vault?id=f0we1rq6v154nce0st9l9doy5
Habits Risk 2: Sum Daily Active Users and Page Views to Account Level V1 Risks & Health Score Risks PURPOSE: Identify Daily Active Users based on their Usage; CUSTOM FIELDS: UsageData::Page Views and UsageData::Daily Active Users; SCHEDULE: Weekly. Run after Habits Risk 1 Rule. https://jbcxm.na34.visual.force.com/apex/vault?id=cszc6mikgijntogtwoy8j2csp
Habits Risk 3: Set Score Based on Percentage of Daily Active Users V1 Risks & Health Score Risks PURPOSE: Use a Calculated Field to determine the percentage of Daily Active Users. Then set Habits Score based on that percentage; CUSTOM FIELDS: UsageData::Page Views and UsageData::Daily Active Users; SCHEDULE: Weekly, after Habits Risk 2 Rule. https://jbcxm.na34.visual.force.com/apex/vault?id=gsevn59mr3m321oc5pv5y5e7k
Implementation Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 Risks & Health Score Risks PURPOSE: Loads Red/Yellow values to Implementation Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=5wkdnv06leqh5x77h736pqqr2
Lay CSM Transition Milestone V1 Lifecycle - GoLive, Launch & Adopt   PURPOSE: Looks to see if the CSM has changed in the past week and lays a milestone if so; CUSTOM FIELDS: Yes, UsageData::CSM Snapshot; SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=dbhubq2i94alnw712ah0qlqfo
Lay EBR Milestone based on closed EBR CTA V1 Lifecycle - Renewal, Expansion & EBRs   PURPOSE: Lays a milestone after an EBR CTA is closed; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=fhd1qt92zgjfsmal1vmzb63zg
Lay New Customer Milestone based on Original Contract Date V1 Lifecycle - New Customer & Kickoff   PURPOSE: Lay a New Customer Milestone for the day of Original Contract Date; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=1gxh7f8frst10edj3uem58eya
Lay New Customer Milestone based on Won Opportunity V1 Lifecycle - New Customer & Kickoff   PURPOSE: Lay a New Customer milestone the day after a New Business Opportunity is Closed/Won. Customer must first be added to Gainsight; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=fat2yyzy0fre976p26a7mtokh
Lay New Customer Milestone, Create CTA based on Original Contract Date V1 Lifecycle - New Customer & Kickoff   PURPOSE: Lay a New Customer Milestone and trigger a New Customer CTA the day after Original Contract Date; CUSTOM FIELDS: None; SCHEDULING: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=eish1qbctjwua598gcl35pupt
Load 0s to Usage Data (ACCOUNTLEVEL) for Active Customers V1 Risks & Health Score Health Score PURPOSE: Load 0s into Usage Data for each Active customer. Then use subsequent rules to lay data on top of these 0s. Update the Setup Action according to your Week Label configuration; CUSTOM FIELDS: UsageData::Page Views (number); SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=bmj796w0r3ig6obz932f3suns
Load 0s to Usage Data (USERLEVEL) for Recent Users V1 Risks & Health Score Health Score PURPOSE: Load 0s for Users with Usage in the past 90 days. Then use subsequent rules to lay data on top of these 0s. Update the Setup Action to your Week Label configuration; CUSTOM FIELDS: UsageData::Page Views (number); SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=effffzd6z00wy0c0gqerhjdo7
Load ARR to Usage Data for Weekly ARR Snapshot V1 ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To take a weekly snapshot of how much ARR exists in each Account (very helpful for financial reporting over time); CUSTOM FIELDS: Usage Data::ARR Snapshot; SCHEDULE: Weekly, on early Sunday morning https://jbcxm.na34.visual.force.com/apex/vault?id=3qxzfbf7oscdkeiv6gw53ajzg
Load Current Stage and CSM to Usage Data from Customer Info V1 Announcements, Updates & Internal Planning   PURPOSE: By saving CSM and Stage each week, we can improve our historical reporting and automate CSM Transition milestones; CUSTOM FIELDS: UsageData::CSM Snapshot (string) and UsageData::Stage Snapshot (String); SCHEDULE: Weekly https://jbcxm.na34.visual.force.com/apex/vault?id=hbxiz321xkwaozbi3kk7tmvj8
Load last Copilot touch to Customer Info Email Analytics   PURPOSE: Load last Copilot touch to Customer Info CUSTOM FIELD: Customer Info:: Last Copilot Touch SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=ft9j43yteiup1ehlh314rgzh6
Load Stage Snapshot to Usage Data ROI of Customer Success   PURPOSE: To save Customer Stage each week and therefore see progression over time. This will allow you to report back on POCs who turned into 'full' customers; CUSTOM FIELDS: Usage Data::Stage Snapshot https://jbcxm.na34.visual.force.com/apex/vault?id=guezfnuzmdxadn8s4vvy25gnl
Load Starting & Ending Health Score to Customer Info from Usage Data ROI of Customer Success   PURPOSE: To track movement of Customer Health Score from the beginning to ending of previous quarter, allowing you to track Health 'Saves' (Red to Yellow) and Health 'Wins' (Yellow to Green); CUSTOM FIELDS: Customer Info::Health (Start of Last Quarter), Customer Info::Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=dn0adr5r5czt1yg7tg6i761df
Load to Customer Info Kicked Off, Launched, Adopting Date from Milestones V1 Lifecycle - New Customer & Kickoff   PURPOSE: Take the Date of key lifecycle milestones and push them to custom fields on Customer Info, so the data is visible from other objects; CUSTOM FIELDS: CustomerInfo::Kicked-Off Date, Launched Date, Adopting Date; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=518hkcsf5qjrt0mc6mtw66kmr
Load to Customer Info the CSM Team based on Current CSM V1 Announcements, Updates & Internal Planning   PURPOSE: To allow easier segmentation of your customers in Rules and Reports. Make a new rule for each CSM Team; CUSTOM FIELDS: CustomerInfo::CSM Team (picklist); SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=dss7dtkt40na2jhdo8b1vpy8f
Load to Customer Info to Reset CSM Teams V1 Announcements, Updates & Internal Planning   PURPOSE: Reset all CSM Team values to No Team, if needed for any reason; CUSTOM FIELDS: CustomerInfo::CSM Team (picklist); SCHEDULE: None, run manually as needed https://jbcxm.na34.visual.force.com/apex/vault?id=c15uk8fallnz4xdp9wnh2oeh0
Load to Customer Info User Bucket based on Number of Users V1 Announcements, Updates & Internal Planning   PURPOSE: To allow for cleaner segmentation and grouping in reports, assign each customer an User Bucket based on their current number of Users; CUSTOM FIELDS: CustomerInfo::User Bucket; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=c7fq9wq9tbj0x8ei0r5f3e95v
NPS Bucketing 1: Load Default to Customer Info V1 NPS & Advocacy NPS PURPOSE: Set all customers' Average NPS Bucket to No Recent Responses. Rule 2 will then write over this for the accounts that have recent responses; CUSTOM FIELDS: CustomerInfo::Average NPS Bucket (picklist); SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=fc6n4m64a5f6p92yydyocs8hc
NPS Bucketing 2: Load Promoter, Passive and Detractor to Customer Info V1 NPS & Advocacy NPS PURPOSE: Sets an average NPS Bucket based on the trailing 6 month average. This allows for easier segmentation and Group By in Report Builder; CUSTOM FIELDS: CustomerInfo::Average NPS Bucket (picklist); SCHEDULE: Daily, after NPS Bucketing Rule 1 https://jbcxm.na34.visual.force.com/apex/vault?id=ahs5hj5h2406klejzah9p68rh
Product Risk: Set Score 1: Set Greens V1 Risks & Health Score Risks PURPOSE: Resets Default Values (Green) for Product Risk Scorecard Measures; CUSTOM FIELDS: None; SCHEDULE: Daily, before Product Risk Set Score 2 rule https://jbcxm.na34.visual.force.com/apex/vault?id=107x5ngp1y4bm2l5na75b8ttv
Product Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 Risks & Health Score Risks PURPOSE: Loads Red/Yellow values to Product Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=ea0oq82kyiqj0bzailfyv0h1v
Readiness Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 Risks & Health Score Risks PURPOSE: Loads Red/Yellow values to Readiness Risk Scorecard based on open and flagged CTAs, CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=cy5g603delr73pvl1il0p9p4f
Sentiment Risk: Set Score 1: Set Greens V1 Risks & Health Score Risks PURPOSE: Resets Default Values (Green) for Sentiment Risk Scorecard Measure. CUSTOM FIELDS: None; SCHEDULE: Daily, right before Sentiment Risk Set Score 2 rule https://jbcxm.na34.visual.force.com/apex/vault?id=ap9ulihglqbe08tes2wgx1bnu
Sentiment Risk: Set Score 2: Set Yellows & Reds based on CTAs V1 Risks & Health Score Risks PURPOSE: Loads Red/Yellow values to Sentiment Risk Scorecard based on open and flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after Set Score 1 rule https://jbcxm.na34.visual.force.com/apex/vault?id=6ipvea0pn90vpji0gw3vv3m68
Set Engagement Score to NA Email Analytics   PURPOSE: To set Engagement Scorecard value to NA before running the Set Score rule. CUSTOM FIELD: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=ej31pv5se17ygt3l6oiglhj8s
Set Score 1: Set Greens for all Measures V1 Risks & Health Score Risks PURPOSE: Resets Default Values (Green) for all Scorecard Measures (except Habits). Schedule your other Set Score to run immediately after; CUSTOM FIELDS: None; SCHEDULE: Daily, right before Set Score 2 rules https://jbcxm.na34.visual.force.com/apex/vault?id=cuyvg6npcuckzpwjeewa73eiy
Set Score based on Email Engagement Email Analytics   PURPOSE: Set score based on Email engagement. CUSTOM FIELDS: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=e82vpmj1mpf6hj9lwv8n4la12
Stage to Adopting, Lay Milestone from Closed CTAs V1 Lifecycle - GoLive, Launch & Adopt   PURPOSE: When an Move to Adopting CTA is closed, change the customer's stage to Adopting and lay an Adopting Milestone; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=63pfdkm92lcsbv1bq9xbb54pv
Stage to Kicked-off, Lay Milestone, Create Onboarding CTA from Closed CTAs V1 Lifecycle - New Customer & Kickoff   PURPOSE: When New Customer Kick-off CTA is closed, change the customer's stage to Kicked Off, lay a Kicked Off Milestone, and create an Onboarding CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=7bkqqicyt3x8b081bblzsrhxh
Stage to Kicked-off, Lay Milestone, Create Onboarding CTA from OCD CTAs Lifecycle - New Customer & Kickoff   PURPOSE: When New Customer Kick-off CTA is closed, change the customer's stage to Kicked Off, lay a Kicked Off Milestone, and create an Onboarding CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=epifgr22nfo9b6wdfj8pot06w
Stage to Launched, Lay Milestone, Create Adopting CTA from Closed CTAs V1 Lifecycle - GoLive, Launch & Adopt   PURPOSE: When New Customer CTA is closed, change the customer's stage to Launched, lay a Launched Milestone, and create a Move to Adopting CTA; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=a79hd6sfjpntj01z5hydkq25o
Support Risk: Create CTA for 5+ Cases in the Past Week V1 Risks & Health Score Risks PURPOSE: Trigger a CTA when a customer opens 5 Cases in a week. The Support Risk Scorecard can then be set based off the presence of these CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=5r7enmgktc0dywep328v0lnl5
Support Risk: Create CTA for Case Open 21 Days V1 Risks & Health Score Risks PURPOSE: Trigger a CTA for a Case open for 21 days. The Support Risk Scorecard can then be set based off the presence of these CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=41557cgkf5zfeo4xnu0qzcl6h
Support Risk: Create CTA for New Open High Priority Case V1 Risks & Health Score Risks PURPOSE: Trigger a CTA when a High priority case has been made in the past day. The Support Risk Scorecard can then be set based off the presence of these CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=39k7eugtskbxlt3jnge5nb19u
Support Risk: Set Score 1: Set Greens V1 Risks & Health Score Risks PURPOSE: Resets Default Values (Green) for Support Risk for all active customers; CUSTOM FIELDS: None; SCHEDULE: Daily. Schedule your other Support Set Score Rules to run immediately after. https://jbcxm.na34.visual.force.com/apex/vault?id=czvt1rs12ok8s4eodoxe39p9i
Support Risk: Set Score 2: Set Yellows based on CTAs V1 Risks & Health Score Risks PURPOSE: Loads Yellow values to Support Risk Scorecard based on open CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, following the Support Risk: Set Score 1 Rule. https://jbcxm.na34.visual.force.com/apex/vault?id=eok9rtph3fgopyhgvh66ksczv
Support Risk: Set Score 3: Set Reds based on Flagged CTAs V1 Risks & Health Score Risks PURPOSE: Loads Red values to Support Risk Scorecard based on flagged CTAs; CUSTOM FIELDS: None; SCHEDULE: Daily, after the Support Risk: Set Score 2 https://jbcxm.na34.visual.force.com/apex/vault?id=aaskyg09jujxkbvk5wh4k79ni
Trigger CTAs on Bounced Emails Email Analytics   PURPOSE: Trigger CTA when email sent through Gainsight experiences a hard or soft bounce. CUSTOM FIELDS: None SCHEDULE: Daily https://jbcxm.na34.visual.force.com/apex/vault?id=46aze3zdm9scwtcdm7ed9zww4