Gainsight NXTGainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.
This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.
If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.
Not sure what your team is using? Click here.
With Gainsight Programs, you can design multi-step outreaches that guide your customer through a responsive series of email interactions to reach an enhanced outcome. Programs can help you:
- Translate your existing customer data into purposeful communication campaigns
- Guide customers to outcomes with precisely orchestrated programs
- Gain greater insight with sophisticated funnel analytics
With Programs, Admins have more control over participants, by building queries using the power of Bionic Rules, scheduling daily checks for new contacts within those queries, and by creating contact Exclusion Lists via a CSV. For more information on these options, refer Adding Participants to a Program.
- If you do not have access to Programs, contact firstname.lastname@example.org to request access.
- Before you configure the Program, you must create your email templates. Refer to the Create Journey Orchestrator Email Templates article for instructions.
Note: Programs also support Multi-Variant Emails. For more information, refer Multi-Variant Emails.
- For Program models that include a survey link:
After the Programs feature is enabled, navigate to Journey Orchestrator > Programs to create a Program or access existing Programs.