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I have a customer using Google Search knowledge base integration but they would like to be able to assign a specific URL to each bot, based on language. The use case here is that there are separate documentation sites for each language of documentation, which have unique URLs: https://help.company.com/espanol/vshttps://help.company.com/support.html
Hi, In cases where you have multiple accounts linked together through an account hierarchy, we often have the case where we would like to record a timeline activity and have it recorded on each account within the hierarchy. That way if someone records something important that relates to all accounts within the hierarchy, it won’t be missed. At the moment our team have to manually go to each account in the hierarchy and repeat the timeline entry - if you have 10-15 accounts in a hierarchy, that’s a pretty long process. If there could just be a tickbox when you are creating an activity that said ‘post to all accounts in hierarchy’ it would be extremely helpful. Any chance this is on your roadmap or could be added to be sorted in the next while? Thanks
When syncing Salesforce activity to Timeline, records that do not have a value in Description/Comments will fail because It is mapping to Notes in the Timeline Activity which is a required field. It fails because Notes has to have a value in order to save. If there was a way to provide a default value for Notes when the incoming record from SFDC has a null value for Description, that would make it easier to sync data without having to find records in the logs that failed and update. Having the option to set default in the job setup would allow for a default Notes value specific to the type of Salesforce activity being synced.
It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in the tabular report, edit the cell, and have that update the associated object record.
I have created report via report builder. but when i call it in C360.It does not show me any data.gives below:I have changed the filters in Related List Sections but still same error. Kindly advise
As a Gainsight administrator, when I select “does not equal true” as the filtering criteria for a boolean field in MDA data fetches, I expect this to be evaluate to “does not equal true” rather than “equals false”.If it’s possible for a boolean field to contain null values — which it is — then it should be possible to include/exclude these via filters.Support confirmed that this was expected behaviour and provided a relatively complicated workaround with multiple additional transform steps.My suggestion would be that, if the filter behaviour can’t be changed, Gainsight should enforce a default value on boolean fields so that null values can’t exist.
Hello everyone!This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, June 28, 2022 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, June 28, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/95579728548?pwd=UGRNbnlmK2MrMFJDV3BNRzlTeERwQT09 Meeting ID: 955 7972 8548Password: 457364 For dial-in info by your location, find your local number:https://gainsight.zoom.us/u/a3hcfBNC2
One of my CSM thinks it would be helpful if a CSM could edit parts of another CSM's timeline entries, such as associating with a CTA. It doesn't change anything substantial, but does allow the CSM to aggregate things.
As you're well aware, anytime a user becomes inactive, it can make you question why. Why did this happen? Did I do enough? Is the issue my product? Whatever questions might pop into your head, it's vital to remember even if all seems lost. There's still a chance you can still revive this dead-end relationship. And don't worry; you're in luck. You don't have to do it alone!Gainsight PX is your secret weapon for increasing customer retention. Our platform is packed with tools such as our Retention Analysis and Feature Adoption reports to help you build a strategy to re-engage with inactive customers. RETENTION ANALYSIS Our Retention Analysis report lets you analyze your best and worst cohort groups. In addition, it allows you to measure the stickiness of your product over a given period. For example, your ideal user retention graph should look like a smile (curves back up) as customers increase their usage over time. Pro Tip: The SaaS benchmark for retention is 30%. You should aim for
Hi Community! We need your feedback via a Virtual Customer Advisory Meeting with our Product Management team What is the VCAM about?Enhancing Global Filters on GS Home. Feedback on filters for Dashboards. What is the Agenda of the VCAM? Discuss enhancing of filters in GS home to work with Data Designer objects and other functionality not addressed with current filter functionality Feedback on filters for dashboards ( Dashboard and Reporting )What is the outcome of this VCAM?Understanding filter workflows for GSHOME and how enhancing filters can help address these needs. Improvements needed on filters on Gainsight. ( Dashboard and Reporting )Who is the right person to Enroll?Users who have already enabled GS Home, or are looking to enable it in 2 months. Frequent users of Dashboards and Reporting. When is this happening? Thursday, July 7th, 2022 - 12:00 PM ET/ 9:00 AM PT/ 9:30 PM IST What should you do?Please register for the roundtable to the slots provided using this form. We will
Hi, Are there any plans to have the CSAT % and actual 5-point score for an account in the C360? The percentage is valuable, but we find the 5-point scale more meaningful in our organization. It’ll also eliminate manual calculations when we summarize the results. Thanks!
Anyone know how to copy or duplicate a CTA view so that you can easily create slightly different views quickly? Right now I have to start completely over even though the views are very similar.
Hi Team,One of my customer is looking to convert the plan info information to word. Ability to export a success plan to a word document, not just powerpoint template. A lot of the content in our plans is text heavy. So, characters are not fitting in ppt. In addition, we create our success plans with our clients. Therefore, the ability to export to word would allow for better consumption of the material and easier collaboration with our clients.Best,Hardik
Hey Folks, A recent discussion with a colleague centered around breaking down data silos for CSMs; specifically where conversations are held both in SFDC chatter, and in Timeline. Is it possible to ingest Chatter Data from the Account/Contact level from SFDC and show this in the relevant timeline in CS? I’ve taken a look in the support documentation, and in the community without success - hoping I’ve missed somethin. Thanks!
Within Gainsight Home, what is the date range of the NPS Widget?
We create CTAs based on risk alerts and then the CTAs may be assigned to either CSM or Acct Owners. If they are assigned to CSM, everything works fine as they have Gainsight access. However, the issue is when CTAs are assigned to Acct Owners, we have problem with CTA notifications because Acct Owners do not use Gainsight and only work on Salesforce and they work on their associated tasks from Salesforce and not Gainsight. The problem is automated CTA notifications have links to Gainsight CTAs/tasks and those users who do not use Gainsight find it difficult to deal with such notifications.How can we customize the notifications to send only to certain users (CSMs) and exclude others (Acct Owners)? Is there a way to customize these notifications?Thanks,
I have created one Success Plan type and when I assigned the type “implementation” while creating SuccessPlan. It didn’t work rather give blank screen.When I created new SuccessPlan Type with same fields,it worked .Can you please advise, what it could be the reason that my first Type” Implementation” is not working rather it was working before?
You can see in the screenshot below that Gainsight seems to be sitting on top of the Salesforce extension. Does anyone have any recommendations on how to deal with this? I’d say we don’t need both extensions, but we’re using the Salesforce add-on for updating contacts (that then sync to GS) and the Gainsight add-on for email templates. Seems like it’d be a pain to constantly be toggling the extensions on and off for a clear view.
I used Mass Edit to mass delete records and/or Mass Reassign ownership for CTA or SP records, but I would like if the mass edit 'Action' has more options like 'Mass Status Change'. I was tasked to change all SPs created in years 21/22 to be closed, but Mass Edit couldn't help. Any idea?
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