Adv. Admin Hands-on Workshop
Join us for an interactive and small group virtual workshop for experienced Admins from Sept. 25th - 28th, for about 16 hours of hands-on technical training. ($1,400 per person)
We’re excited to host an interactive and small group virtual workshop for experienced Admins. From Sept. 25th through 28th, our experienced technical trainers and guest speakers will lead you through approximately 16 hours of hands-on training. In addition to enhancing your knowledge and skills with a variety of Gainsight tools (details below), this unique opportunity also enables you to connect and learn from other Gainsight Admins and Gainsight experts. In small groups, you’ll work through a variety of scenarios and use cases, discuss tips and tricks, and put your problem solving skills to work!
Who should attend this workshop?
For those of you who missed our in-person Adv. Admin Workshop in STL in February or Admin 200 course at Pulse Academy Live in May, this is a great opportunity to join us for a virtual workshop experience. This workshop is ideal for Gainsight Admins who have taken our existing Admin training or have similar hands-on product experience. Please review the detailed agenda below to decide if the content is right for you.
Cost: $1400 per person; includes cost of Gainsight Admin Level 2 exams ($250 value). UPDATE 9/6/23: We have a limited number of day passes available for purchase for $350 per day! Please contact training@gainsight.com for more information on how to purchase one or more day passes.
Dates: Sept 25th - 28th from 8am - 12:30pm PST / 11am - 3:30pm EST (includes 30 min. break)
Location: virtual (Zoom)
Day 1: Rules Engine Unleashed
Horizon Rules Engine is the control room for business automation in Gainsight. It’s time to take your Rules to the next level by learning how to:
- Group related rules that can be chained together to execute one after another with a shared schedule (ie. Rules Chains) to manage the renewal process.
- Configure Real-Time Rules to Send Slack Notifications When the Scorecard Measure Changes in ... real time!
- Partner with other attendees to create rules, using pivots, transforms, and more, based on real-world scenarios.
- Leverage the Rules Analyzer to identify inefficiencies and optimize your rules by consolidating, merging, and reducing actions.
Day 2: Data Prep Deep Dive:
Ready to dive deeper into your data preparation? In this session, you’ll learn how to:
- Configure multi-step transforms and pivots to better understand when and how to use these powerful tools.
- Explore use cases for more complex data manipulation, to further your understanding of building out more robust datasets.
- Practice consolidating and restructuring fields directly in Gainsight, as well as convert field data types from strings.
Day 3: Reports and Dashboards: The Next Step
You already know the basics of building reports. Here, we’ll explore some of the more versatile functionality, and learn how to:
- Use formula fields to calculate deltas and concatenate data to present it in a more consumable way for end users.
- Roll out Self Service Analytics to your CSM team, to enable them to build reports without admin intervention, leveraging Gainsight best practices.
- Tackle real-life use cases for more complex reports that help increase end user efficiency and productivity in a group setting.
Day 4: Get With the Program: Take Your JO Further
Journey Orchestrator Programs for one-to-many communication can be vital to your organization. While you already have the basics of Program creation down, here you will learn how to:
- Design Survey Questions and Surveys, including dynamic surveys, anonymous surveys, etc.
- Make multiple Versions of Email Templates, so you can craft your message based on Language, Industry, and more!
- Manage Participant lists to ensure you are reaching out to the right people at the right time.
- Develop complex Conditional Waits that evaluate criteria to determine next steps in the user journey.
- Launch a JO Program: things to know before you launch, including defining permissions, testing, and what changes can be made to a launched/live program.
- Troubleshoot: hear tips and tricks from Support, including mapping multiple sources, and more.
Other FAQs
Who should attend this workshop?
This workshop is intended for experienced Gainsight Admins who have at minimum:
- Completed the Admin Hands on Training Path (6 virtual instructor led courses mentioned here), OR have at least 6 months of hands-on experience administering Gainsight
- Achieved Level 1 Gainsight Admin Certification.
- We encourage you to review the descriptions above and assess your skill level to determine your preparedness for this course.
- This course will cover similar content as the Adv Admin Workshop in Feb 2023 and the PAL Admin 200 session, so we do not recommend registering if you attended one of these prior sessions.
- For any questions, email training@gainsight.com.
Will this workshop be offered in the future, and/or in-person, or for the EMEA time zone?
We hope to offer in-person and virtual admin workshops a few times a year based on interest.
If you cancel your registration, please contact training@gainsight.com to update your enrollment
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