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Gainsight Inc.

Journey Orchestrator's New List View

Journey Orchestrator Overview

Journey Orchestrator is your center for automated communications. It leverages the power of automation to make your job easier as you communicate with customers at scale. For more information on the Journey Orchestrator overview, refer to the Journey Orchestrator and Automated Email Overview article listed under the Additional Reseources section in this article.

Simple Program 

With Gainsight’s Simple Programs, you can design single-step programs that guide your customers through email and in-app interactions to reach an enhanced outcome. You can configure these programs with a single participant source and with either an Email or PX Engagement action step.

Navigate to Journey Orchestrator > Programs to view a list of all programs. 

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Create New Simple Program

In the Programs List view page, take the following steps to create and configure a new simple program:

  1. Click Add Program > Simple Program (BETA). The New Simple Program dialog box is displayed.
  2. In the Name field, enter the name of the Program.
  3. In the Type field, select if the Program is configured for Company, Relationship, or User.
  4. (Optional) Select a folder for the new Program. If no folder is selected, the Program is moved to the Uncategorized folder. For more information about folders in Journey Orchestrator, refer to the Folder section in this article.
  5. (Optional) Enter a brief description of the program.
  6. Click Create. The Participants tab appears.

For more information, refer to the Add Participants to a Simple Program and Configure Action Types for Simple Program articles listed under the Additional Resources section in the article.

Programs List View 

The Programs List view page displays a list of existing Programs that include Simple Programs and Advanced Programs. You can see basic information regarding the Program from this view, filter the list for specific programs, and create and delete programs.

Programs are displayed on the list view page with the following columns:

  • Name: The name of the program. The name is hyperlinked and clicking the name navigates you to the configuration page of a program.
  • Status: Indicates the status of a program.
  • Model Name: Indicates the type of model used to configure the programs.
  • Type: Indicates either Company, Relationship, or User type of programs.
  • Last Modified By: The name of the person who modified the program most recently.
  • Last Modified Date: The date and time of when the program was last modified.

Available Tabs

From the Programs page, users can toggle between the Program and Schedule tabs.

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Schedule

The Schedule tab displays a calendar view that displays scheduled Programs and Sources. For more information, refer to the Program Schedule article listed under the Additional Resources section.

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Schedule

The Schedule tab displays a calendar view that displays scheduled Programs and Sources. For more information, refer to the Program Schedule article listed under the Additional Resources section.

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Folders

You can create folders on the Programs page to organize your programs accordingly. All the folders are displayed in the left pane of the Program List View. If you click any particular folder name, all the programs included in that folder are displayed in the right pane. Gainsight provides a default folder called Uncategorized, where all of the existing programs are stored. You cannot modify the name of this folder or delete it.

Each folder can have one level of subfolders nested beneath them. The Uncategorized folder cannot have subfolders but any Program in this folder can easily be moved to another folder whenever it is required. 

Create Folder

To create a new folder:

  1. Click the Add new folder icon. The Add Folder dialog box is displayed on the screen.
  2. In the Folder Name field, enter a name for the folder.
  3. (Optional) Select a parent folder to nest the folder under.
  4. Click SAVE.

Move Programs to Folders

Once you’ve created a folder, you can move a program into it by taking the following steps:

  1. Select the Checkbox of the relevant program(s).
  2. Click Move to to display the Folders dropdown.
  3. (Optional) Click the search icon to search for folders by name.
  4. Click the relevant folder to move the program(s).

Note: One Program cannot be in multiple folders. 

Rearrange Folders

Click and drag folders to rearrange them. You can drag one folder to another to make it a nested subfolder.

Delete Folders

Users can delete folders that have no other subfolders. Folders containing Programs can be deleted. You cannot delete the Uncategorized folder. To delete a folder, hover over it and click the delete icon.

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Advanced Filters

You can filter the Program List View by clicking on the Status, Model, or Type dropdown fields and then selecting the relevant option. Only programs that meet the criteria for each field are displayed.

  • Status: Filter the list view by Program status, such as: All, Draft, Scheduled, Active, Pause, Stop, Complete, and Publishing.

  • Model: Filter the list view for Programs configured with specific model types. The available model types are All, NPS® Survey, Generic Survey, CSAT Survey, Email Chain, and Simple Program. For more information on program models, refer to the Available Models for Programs article listed under the Additional Resources section in this article.

Type: Filter the list view by either Company, Relationship, or User Programs.

Create Folder

To create a new folder:

  1. Click the Add new folder icon. The Add Folder dialog box is displayed on the screen.
  2. In the Folder Name field, enter a name for the folder.
  3. (Optional) Select a parent folder to nest the folder under.
  4. Click SAVE.

Move Programs to Folders

Once you’ve created a folder, you can move a program into it by taking the following steps:

  1. Select the Checkbox of the relevant program(s).
  2. Click Move to to display the Folders dropdown.
  3. (Optional) Click the search icon to search for folders by name.
  4. Click the relevant folder to move the program(s).

Note: One Program cannot be in multiple folders. 

Rearrange Folders

Click and drag folders to rearrange them. You can drag one folder to another to make it a nested subfolder.

Delete Folders

Users can delete folders that have no other subfolders. Folders containing Programs can be deleted. You cannot delete the Uncategorized folder. To delete a folder, hover over it and click the delete icon.

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Advanced Filters

You can filter the Program List View by clicking on the Status, Model, or Type dropdown fields and then selecting the relevant option. Only programs that meet the criteria for each field are displayed.

  • Status: Filter the list view by Program status, such as: All, Draft, Scheduled, Active, Pause, Stop, Complete, and Publishing.

  • Model: Filter the list view for Programs configured with specific model types. The available model types are All, NPS® Survey, Generic Survey, CSAT Survey, Email Chain, and Simple Program. For more information on program models, refer to the Available Models for Programs article listed under the Additional Resources section in this article.

Type: Filter the list view by either Company, Relationship, or User Programs.

Program Search

To search for a program in the list view, take the following steps:

  1. Click the Search icon.
  2. Enter the name of the program.Enter the program name.
  3. Hit Enter to filter the list view for Programs with names that contain the text entered in the search bar. Click Enter to view the filtered program’s list.

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Pagination

Users can control their view and navigation experience of the program list with the following controls at the bottom of the page.

  • Page Selection: Click the page number dropdown to select any page to navigate and use the arrows to navigate back and forth between pages.

  • Programs per page: Click the Programs per page dropdown to select to display either 20, 40, or 60 programs per page.

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Additional Options

You can view the following additional options when you click the three vertical dots icon of any program from different level of folders:

  • When you are in ‘All’ Programs, the three vertical dots icon displays the following options in the dropdown:

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  • When you are in any specific parent or child folder, the three vertical dots icon displays the following options in the dropdown:

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Note: Any program under any parent or child folder doesn’t have the Delete option in the three vertical dots dropdown.

Edit

This option allows you to edit the configuration of the program.

Analytics

This option navigates you to the pre-built analytic reports for that specific Program. For more information on Simple Program Analytics, refer to the Simple Program Analytics article listed under the Additional Resources.

Activity

View an activity feed for each participant. The activity feed appears as a flow diagram and displays each step of the participant journey in the Program. This includes when the participant was sent an email, how long the participant waited between each step, their responses to a survey, as well as if/when the participant was dropped from the program journey, and the failure reason. 

Clone

This option allows you to create a copy of the program with the same configurations. The clone will have the same sources, but you still need to sync participants and publish the program to make it active. The application does not allow you to edit the cloned program until the cloning has completed. 

Delete

This option allows you to delete the programs. 

Note: Any active Program cannot be deleted.

Execution History

You can see the execution history of any program listed in the All Programs page . To see the execution history, click on the Execution History option for a specific program from the three vertical dots dropdown menu. The Execution History page appears.

  • Status: Identifies the status of the program. The various status are:

    • In progress: The program is currently being executed.  

    • Successful: This status is displayed when the program is successfully executed.

Failure: This status is displayed when the program fails to execute.

Additional Options

You can view the following additional options when you click the three vertical dots icon of any program from different level of folders:

  • When you are in ‘All’ Programs, the three vertical dots icon displays the following options in the dropdown:

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  • When you are in any specific parent or child folder, the three vertical dots icon displays the following options in the dropdown:

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Note: Any program under any parent or child folder doesn’t have the Delete option in the three vertical dots dropdown.

Edit

This option allows you to edit the configuration of the program.

Analytics

This option navigates you to the pre-built analytic reports for that specific Program. For more information on Simple Program Analytics, refer to the Simple Program Analytics article listed under the Additional Resources.

Activity

View an activity feed for each participant. The activity feed appears as a flow diagram and displays each step of the participant journey in the Program. This includes when the participant was sent an email, how long the participant waited between each step, their responses to a survey, as well as if/when the participant was dropped from the program journey, and the failure reason. 

Clone

This option allows you to create a copy of the program with the same configurations. The clone will have the same sources, but you still need to sync participants and publish the program to make it active. The application does not allow you to edit the cloned program until the cloning has completed. 

Delete

This option allows you to delete the programs. 

Note: Any active Program cannot be deleted.

Execution History

You can see the execution history of any program listed in the All Programs page . To see the execution history, click on the Execution History option for a specific program from the three vertical dots dropdown menu. The Execution History page appears.

  • Status: Identifies the status of the program. The various status are:

    • In progress: The program is currently being executed.  

    • Successful: This status is displayed when the program is successfully executed.

Failure: This status is displayed when the program fails to execute.

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