Journey Orchestrator and Email Templates
Gainsight’s Journey Orchestrator can coordinate human and digital outreach in one integrated journey.
Gainsight’s Journey Orchestrator can coordinate human and digital outreach in one integrated journey. Customers will enjoy a seamless experience that guides them to the outcomes they desire while your team members can focus their time and energy where it’s needed the most. (Journey Orchestrator was formerly known as CoPilot, and Programs were formerly known as Adv. Outreach.)
- Standard Outreaches
- Enable Journey Orchestrator & Add Permissions
- Create Journey Orchestrator Email Templates
- Create and Execute Journey Orchestrator Outreaches (aka, schedule emails)
- Configuring Reports to Send via Journey Orchestrator
- Create Power List from a CSV file
- Journey Orchestrator Email Coding Guidelines
- Advanced Journey Orchestrator Features
- Create Journey Orchestrator Power Lists
- How to Send a Journey Orchestrator Email (Path)
- Send Outreaches to Internal Salesforce Users
- Programs
- Add Participants to a Program
- Call API Action Type in Programs
- Configure Model and Emails for Programs
- How to Configure Programs (Path)
- How to Test a Program
- Trigger PX In-app Engagements from Journey Orchestrator
- Programs: Conditional Wait
- Programs: Participant Activity Feed
- Programs: Sharing Reports
- Programs: Using Calculated Fields
- Programs: Using Event Fields
- Programs: Using Survey Fields
- Program Analytics: Reports Across Programs
- Program Analytics: Reports for a Single Program
- Program List View and Create New Program
- Segments
- Send Shared C360 Layouts through Programs
- Email Options and Guidelines
- Create and Send Multi-Version Emails
- Email Opt-Out Configurations
- Email Opt-out Policy
- Email Template Best Practices
- Email Template Layouts
- Email Validator
- Gainsight Email Activation
- Gainsight Email Templates with Tokens (non-Journey Orchestrator)
- Improve Email Deliverability
- Operational Email Guidelines
- Rule to Add Email Subscription Preferences
- Support of Plain Text format in Email Templates
- Verify Gainsight Email Activation
- Tutorials
- Adding Email Analytics Report to C360
- Common Account Power List Strategies
- Tutorial: Build a Power List to Notify about a New CTA
- Tutorial: Build Power List to Notify Owners of CTA's with No Action Taken
- Tutorial: Creating Parameterized Links/URLs in Email Templates
- Tutorial: Send Customer Email based on Usage Data
- Tutorial: Send Email to Schedule QBR
- Tutorial: Send Email to Schedule Renewal Discussion
- Tutorial: Send Multilingual Surveys
- Tutorial: Send New Customer Welcome Email
- Send Emails to Internal SFDC Users
- SFDC Email Template: Health Check or QBR
- SFDC Email Template: Upcoming Renewal
- SFDC Email Template: Welcome New Customers
- Tutorial: Create a Power List using Account Data Space
- Tutorial: Use External Events to Trigger a Program
- Tutorial: Use of External HTML Content in Email Template
- Tutorial: Create Power List to Distribute Monthly or Rolling NPS Survey
- Tutorial: Insert Survey URL in a Custom/Third-Party HTML Email Template
- Tutorial: Load CSM Name to the Email Logs object for Reporting on Sent Email Assist Tasks
- Simple Programs
- IMPORTANT: This enhancement is part of Closed Beta which is available on request. Contact your Gainsight Administrator to get enrolled for this beta program.