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
💡 NOTE: Use the includes operator when you want to filter for any of multiple values (similar to an IN operator in other query languages). When using includes, use ^, to separate each value in the list. Do NOT Do NOT add spaces around the ^, (because Gainsight will treat them as though they are part of the string to filter on).
For example: the following filter:
| Field | Operator | Value |
|---|---|---|
| Stage Name | includes | At Risk^,Launched^,Closed |
Would return all records where Stage Name matches any of At Risk, Launched, or Closed.
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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