Using Gainsight in Dynamic Content

Matik integrates with Gainsight to pull data into your templates. Matik can pull data from Gainsight Objects and their fields.

Create a new piece of Dynamic Content and select your Gainsight as your data source (See Connecting to CRMs Article for more details)
Select Object for the Source API Field
Select the Gainsight Object you wish to retrieve data from
Select your desired Fields associated with your object
Add filters to narrow down your results. If needed, specify what specific Gainsight Accounts or other object(s) you want returned. Matik Inputs can be used in filter parameters by typing "&:" followed by the input name
- Please note: When filtering multiple values in Matik Filters use the includes operator and separate different values with ^,

Limitations

We cannot retrieve data from Gainsight Report
Data can only be pulled from objects and fields
Reports can be recreated using objects/fields and transformed in Google Sheets or Excel

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