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Best Practice for Gainsight CS CTAs when assigned owner is out of office

Hey folks, I am not a Gainsight CS admin so excuse my poor use of terminology. We have a process in which a Gainsight CTA is created. Employee Jellybean is the assigned owner of the CTA. However, Jellybean needs to go out of office.It’s my understanding that Gainsight CS has a limitation of only being able to assign 1 owner per CTA. I also believe there is no “out of office” rule that can be triggerred. How do you all handle the situation in which an assigned owner goes out of office but the rest of the team needs to pick up their CTAs? Ideally the solution would be automated and provide the new team member with notification to take action.

7 minutes ago

scott.leeRegistered User

Provide ability to remove 'Add' button on C360 related listsDiscovery

14 minutes ago

sethGainsight Employee: ACE

All About Pulse

Networking at Pulse 2024 🙋

Here’s your chance to get ahead of the rush and raise your hand to connect with folks in person! People reliably report that the most rewarding part of these two(ish) wild days is the people who they meet. So, post below about your top interests for conversations that you want to have, so that the people who are looking for you can find you!

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24 minutes ago

andreammeldeACE

Be able to tie timeline entries to Success Plans from TimelineOpen

CSMs often start from Timeline for entries, not in a Success Plan.It would be great from Timeline to have a dropdown option to immediately associate a Success Plan from Timeline. We want to avoid a CSM entering directly to Timeline when they intended to make it to a Success Plan and have to redo all their work

32 minutes ago

lisa.mirthGainsight Employee: Team Captain

Beginner Admins in Training

Admin Training Corner Series - Resources

Who, What, Where??? If being a new Gainsight Admin has you a bit overwhelmed and feeling like you’re drinking from the firehose, I wanted to share some resources to help you get organized. First, let’s start with Gainsight University. 🎓 As the name implies, GS U has lots of learning content across the entire Gainsight platform for everyone from new end users to admins to leaders. Here you can also find information on Certifications and our Live Training Events! We offer a variety of Live Training Events including Admin Instructor Led courses on our top features as well as training on other products. Additionally, here are some Practice Exercises you can try out. Contact training@gainsight.com for a training environment to safely practice and feel confident before configuring in your own environment.Speaking of Certifications… if you’re working on Gainsight Admin Level 3 Certification, there is an Admin Certification Office Hours where we discuss the exam content, format, and s

21710

44 minutes ago

AnitahgChampion in Training

Product Ideas in private communitiesNew Idea

We would like to add Product Ideas pages to selected private communities. Use case: certain key customers and partners develop solutions they can not share with others. Can we set that up in the community section please? @olimarrio would you have any insights to share please?

44 minutes ago

lisa.mirthGainsight Employee: Team Captain

Beginner Admins in Training

Quick Tip: Multi-Select Reports from List View

When selecting reports from a List View, you can multi-select all the reports in the same page by checking the first one, scrolling to bottom, and then shift clicking the last one. This will select all the reports in the range.Once all are selected you can easily uncheck any that should not be included.Thanks to our amazing admins for pointing out the time-saving effort of this quick tip! @wayne_baker and Sarah Miracle!

1 hour ago

katepalliGainsight Employee: Rookie

Customer Success (CS)

Unable to add/ edit fieldsin scorecard fact objects.

Hi Team,We are unable to add/ edit fields in the scorecard objects. We could see Add/ edit option and also it is showing as standard objects. When we try to edit any fields and click on update its showing as “database operation failed. Contact support”. Could you please make the Add/ edit field option as grayedout or change the field type to system to avoid the confusion for the customers.@ChiragJ

1 hour ago

SudhanshuGainsight Employee: Team Captain

Guides, tutorials and learning material

Getting Started with Custom Pages

Custom pages are separate pages that can be created and linked to from anywhere. For example, link to persona pages from the homepage using quick links or add a link to the custom page in the mega menu. Custom pages are not included in any section or topic. Instead, they have their own URLs that you can use to direct users to. When you create a new page, you can give it a unique URL.Custom pages can be created from scratch and linked to anywhere in your customer hub or any other web page or application. You can, for example, use custom pages to create unique landing pages for your customer hub or even new pages to embed content from sources other than inSided.Creating a Custom PageYou can create a custom page from the control environment under Platform. In your control environment, click Platform in the sidebar and select Custom Pages. Click Add Page in the top-right corner. Add Name, URL slug, visibility permissions and SEO metadata. The URL of a custom page follows this pattern

100211

1 hour ago

smarepalliGainsight Employee: Rookie

Training & Certification

Gainsight Certification Leaderboard Winners - October 2023

Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during October!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in November? If you do, you’ll earn some swag. Take the certifications today! October LeaderboardLevel 3 Admin Certification:@clayfloyd (Customer) @Peddi Raju Gadi (Gainster)Level 2 Admin Certification - Reports & Dashboards:@Sripamidi (Customer) Kerry Shearer (Gainster)Level 2 Admin Certification - Journey Orchestrator:@zachlinebaugh1 (Customer) @Anusha Marada (Gainster)Level 1 Admin Certification:@prestondemaria (Customer) @Sanchita (Gainster)Gainsight End User Certification:Cindy Jiang (Customer) @Bra

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1 hour ago

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security_lionTeam Captain

Customer Success (CS)

EveShoshin

Customer Communities (CC)

How do I add new users?

How do I add users?

20 hours ago

MelissaCChampion

Customer Success (CS)

Duplicate Contacts

If we have duplicate contacts in SFDC, once we clean that up, do we re-sync to GS? Does that happen automatically?What report would I run in GS to check to make sure i don’t have any duplicate contacts?

1 day ago

paulvanhelmondShoshin

Customer Communities (CC)

Conversational widget not working properly

We have installed the conversational widget. Some times it works, some times it does not. Sometimes you have to wait 30 seconds after a page has loaded before we are able to open the widget.I can’t imagine this is propper behavior. Does anyone had this problem as well? And how did you solve it?We are launching the community on February 1st 2024 and wanted to add the widget as well but now we don’t and that’s a shame.

1 day ago

mbuuck1Shoshin

Customer Communities (CC)

Fetch date of user's last activity or view via API

Hello! We’re interested in pulling the last activity date and last view date of users in our community via API. Is this possible according to this Get User Activity documentation?

1 day ago

etcRegistered User

Customer Success (CS)

What languages does the Cheat Sheet work for?

I’ve done a tentative roll out of the Cheat Sheet but noticed it didn't seem to be working for any Japanese language entries. I searched around but couldn't find a list of confirmed languages that Cheat Sheet should work for. It’s also entirely possible there are other configuration changes I need to make to get it to function for other languages.

1 day ago

balajibvRegistered User

Customer Success (CS)

Top 10 plus Others

Im trying to create a pie-chart where we would like to display the Top 15 accounts with case count, but group everyone else as “Other”.I know we can use “Limit” to get the Top 15. But how can I get rest of the accounts under “Others”?

2 days ago

CharlotteKShoshin

Customer Success (CS)

Journey Orchestrator | Personalized Links in CSV Upload?

Heya, I’ve been trying to do a bulk upload of a CSV list in Journey Orchestrator, that includes personal links for some of our customers to redeem a gift via our gifting platform (Reachdesk), and for some reason, the link isn’t uploading in the Program.I’ve ran programs with this before, and it’s the 1st time I’ve encountered this problem.I double checked the CSV, and the links appear in a text format - so no idea why they aren’t being pulled through. Any suggestions? Any changes? Ta!Charlotte

2 days ago

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Provide ability to remove 'Add' button on C360 related listsDiscovery

Be able to tie timeline entries to Success Plans from TimelineOpen

Product Ideas in private communitiesNew Idea

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