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nburkeVeteran Rookie

Milestone shows on C360 not R360 even though Associated to Relationship

I had a timeline activity MILESTONE added to the C360 account. I associated it to the Relationship R360 account and clicked update. The timeline for the R360 does show the timeline activity there, but the MILESTONE flag on the Customer Journey shows up on the C360 and not on the R360 Customer Journey. In order for me to get that to show I would have to copy the timeline entry and re-add another Milestone Activity Type (then go back and delete the old one). What am I doing wrong?

27 minutes ago

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Tuesday US Admin Office Hours (CS Platform): May 7, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hello everyone!This thread is for today’s Tuesday Admin Office Hours session on Tuesday, May 7, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!Conference Details (Zoom):Tuesday, May 7, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09 Meeting ID: 967 5809 8131Passcode: 678844 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/azzeidOTB

36 minutes ago

Marc.HoganShoshin

Customer Success (CS)

New User Group not available in Homepage Configuration/Dashboards

I created a user group in user management. This group is required for a custom homepage and dashboard. When typing a name for this group in the assignment search field nothing appears. It has the same setting as a previous group which is available in the search. Appreciate any input.

1 hour ago

jjarvisRegistered User

Customer Success (CS)

Log email to timeline of multiple accounts

We have emails which we would like to log to two different companies, the European company, and the Far East company. Is there a way we can do this?

1 hour ago

LeonídiaRegistered User

Change "Unsubscribe" to "Manage preference" to allow users to customize their preference.New Idea

In emails sent to users, we can make the ending phrase more friendly. Instead of saying “Unsubscribe from community email campaigns,” we can change it to “Manage preferences.”This will let users keep getting emails, but only the ones they want. For instance, if a user only cares about new releases and artists, they'll still get emails about those, but not about things like product updates. This way, instead of losing contact with the user entirely, we'll still be able to reach out to them, but only about stuff they're interested in.Exemple found in the web:

2 hours ago

BevyProductRegistered User

Product Experience (PX)

Ability to change order of guide buttons

Hi everyoneI’m using the descriptive tooltip default template for a guide walk through. In the image you can see that I’ve enabled the Next (start) button and the Skip button. Ideally I would like to flipflop the two buttons so the Next button is on the right side. I’m unable to figure out how you could customize this. Has anyone dealt with this need before? Thanks!

2 hours ago

FernandaShoshin

Filters in the integration with PX and SlackNew Idea

It would be ideal to be able to filter the answers of our survey in the integration that exists with PX and Slack, through which we receive notifications every time someone responds to our survey. For example in Slack we would like to be able to filter only the "Detractors" who are "Admin" users. For now we can only select to receive all responses, but there is no option to filter and this would be ideal in order to take more immediate actions depending on the user type who is answering.

2 hours ago

jniesGainsight Employee: Shoshin

Product Experience (PX)

How to avoid engagement fatigue 101

Let’s be honest, no one likes constant pop-ups when they login to a web application. We’ve all had an experience when you are trying to get work done and all of a sudden you experience pop-up after pop-up. I think it is safe to say, this can severely impact user sentiment. Do you have important information that you want to display to your users but don’t want to run the risk of engagement fatigue? Don’t worry, we have a solution for that! The engagement throttling setting controls how often the engagement is displayed to the qualified users in your application. To configure the throttling settings:Navigate to Administration > Throttling. Turn ON the toggle switch in At least and At most sections. Set the time and number of engagements to be shown parameters. Click Save. Now you may ask, “Julia, we have a lot of engagements that we want to display to our users. How can we use throttling but still make sure users can access our engagements?” Great question! Our recommendation would

2 hours ago

KgastaldoChampion

Customer Communities (CC)

Is there a way to require members to select from a list of tags?

Hi All - Is there a way to create a list of tags and require users to select at least one when posting? I’m basically trying to get members to say what product they use when they post …

3 hours ago

revathimenonGainsight Community Manager

All About Pulse

Ready to fire up the stage at Pulse US 2024? Drop Your Session Teaser! 📣"

Hello Pulse family,Celebrating more than ten years of unparalleled insights, innovation, and community, Pulse 2024 is back!Our speakers are crafting something truly extraordinary for their sessions, and what better way to ramp up the excitement than by getting a sneak peek into the incredible insights they’ll share! Call for all speakers to:Register on this community if you don’t have a profile yet. Make sure to jazz up your profile with all your imp details & your favorite headshot. 📸 If you already had an earlier profile you can't remember, let us know at community@gainsight.com and we’ll look it up, and update your email address with the latest. Login and give us a glimpse into your session. We’d love to get a teaser to what we’ll be learning & discussing in your session - this will be equally exciting those who are attending in-person as well as those who can’t. You can do that by starting a new discussion here.For example, this is how @seth intro’d his session last year

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3 hours ago

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nburkeVeteran Rookie

Customer Success (CS)

Milestone shows on C360 not R360 even though Associated to Relationship

26 minutes ago

Marc.HoganShoshin

Customer Success (CS)

New User Group not available in Homepage Configuration/Dashboards

1 hour ago

BevyProductRegistered User

Product Experience (PX)

KKellumRegistered User

Customer Communities (CC)

SSO

Hello! We are currently using the Token method for SSO for our users, which only allows for one "Login URL". However, we will soon have multiple domains within our product that users will be coming to our Community and we need to be able to add multiple Login URLs so that users from both places are able to SSO in. Does anyone have experience with this in their Community? I was told by the Gainsight engineering team that their SSO settings only support a single login URL for each protocol but suggested I ask the Community in case others have a solution. thank you!

5 hours ago

Al MRegistered User

Customer Success (CS)

New JO builder template version analytics not updating

Hi all, We are experiencing some issues with the program analytics when it comes to the new JO builder. Specifically when checking the stepwise report, we’ve noticed that when filtering for the email template version the data does not update and remains static. I.e. CTR, Open rates, Delivery rates. Whereas with the legacy version of the JO program analytics you can gather this information at the email template version. Has any else noticed this issue and know of any possible workarounds?Our teams need this data to understand engagement across different versions/languages when it comes to email campaigns. Thanks a mill!

6 hours ago

EvaVeteran Rookie

Customer Communities (CC)

Duplicated Event: Status does not change to "published" and adding event to featured topics widget does not work?

Hello!I just discovered this:I duplicated an event (the new feature) in Control. (First, I couldn’t find the duplicate/draft, because draft events are on the bottom/in last page of the entire list in the event overview😅)After I published the duplicated (and slightly updated) event, it was still marked as draft in Control.I double checked and hit “publish now” several times.The event was already displayed in the upcoming events tab in the community, but the status was still “draft” in Control. Only after a while, the status was “published”.→ how long does it take to change the status in Control? Then, I wanted to add this event to the featured topic widget on the home page, as usual. But it cannot be found. I checked several times. Even if I paste the entire correct name, I cannot add the event to this widget:→ is there a solution to this? Does it take a while, too? Thanks!

6 hours ago

JustinJ6Registered User

Customer Success (CS)

Does Success Snapshots allow Notes to be populated

Hi,Does Success Snapshots allow admins to also populate notes or will that need to be manual? If possible, I think it will save our CSM’s a lot of time when presenting on key data instead of reading the powerpoint.

10 hours ago

esthertrapadouxShoshin

Customer Communities (CC)

Web analytics available for InSided?

Hi! Are there plans to include some basic web/page analytics for InSided community sites?

1 day ago

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Change "Unsubscribe" to "Manage preference" to allow users to customize their preference.New Idea

Filters in the integration with PX and SlackNew Idea

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