Discussions, Best Practices, and Product Feedback

Recently active
Categories
Help others

EMEA Admin Office Hours - 02/07/2020

This thread is for the Admin Office Hours session for Thursday July 2nd,2020. Submit your questions to this thread and we'll address them during our session at 1p-3p GMT+1 There is no need to register for the sessions anymore. If you have a question, please post below or join the meeting. I will go...

Events & Office Hours

Create a report on how often email tasks are actually sent to timeline vs. just checked as complete

When we close an email assist task manually, we don’t log it to the timeline eventhough the below option is turned on. So, the usecase here is how many email tasks are logged to timeline compared to how many tasks are completed.

CS Ideas

Webinar Recording: 8 Overlooked Secrets for Sales to look like Rockstars to Customers

Missed our webinar last week on “8 Overlooked Secrets for Sales to look like Rockstars to Customers”? You’re in luck, you can find the full recording here: In this two-part webinar, Meenal Shukla, Sr. Client Outcomes Manager, will first walk through how your Sales team can level-up their visi...

Events & Office Hours

Feed external content to email templates

Hi, we are interested in having an external content feed into email templates. Here is the use case: In a tech touch journey customers getting automated emails with different preset content. In order to update them also on e.g. events, webinars, which will obviously change based on time it would...

CS Ideas

Sending Survey Based on Time Zone

Is it possible to send a survey to a customer base on what time zone they are in? Example, I would like a customer to receive a survey at 7 AM whether they are on the east coast or west coast I would imagine the program would have to run multiple times to accommodate this request. Has anyone tried...

Surveys & NPS

Can we put filters for the Excel/CSV attachments in JO as we do when we attach reports?

Hi Team, Can we put filters for the Excel/CSV attachments in JO as we do when we attach reports. This helps customers to send the data which is not present on objects. Thanks & Regards, Srikanth

CS Ideas

Tip of the Week: Creating PX Custom Events from within a PX Engagement

When I created this post about updating the PX User Profile attributes with button links from within a PX Dialog Engagement, I also wanted to share a similar method to create PX Custom Events from within a PX Engagement. Here are some simple use cases: Simply being able to create PX Custom Eve...

PX Discussions

Welcome

Product News & Updates

394 topics ({n} new)
1072 Replies ({n} new)

Community & Contest Guidelines

30 topics ({n} new)
34 Replies ({n} new)

Events & Office Hours

375 topics ({n} new)
1263 Replies ({n} new)

Networking

25 topics ({n} new)
67 Replies ({n} new)

CS

Reports & Dashboards

490 topics ({n} new)
1706 Replies ({n} new)

JO, Email & Notifications

510 topics ({n} new)
1873 Replies ({n} new)

Cockpit & Playbooks

282 topics ({n} new)
1003 Replies ({n} new)

Data Management & Integrations

152 topics ({n} new)
430 Replies ({n} new)

Connectors

22 topics ({n} new)
42 Replies ({n} new)

360 Company & Relationships

340 topics ({n} new)
1108 Replies ({n} new)

Rules & Permissions

507 topics ({n} new)
1825 Replies ({n} new)

Surveys & NPS

173 topics ({n} new)
553 Replies ({n} new)

Timeline

157 topics ({n} new)
586 Replies ({n} new)

Other CS Features

159 topics ({n} new)
346 Replies ({n} new)

CS Best Practices

371 topics ({n} new)
1061 Replies ({n} new)

CS Ideas

4116 topics ({n} new)
15925 Replies ({n} new)

PX

PX Discussions

236 topics ({n} new)
451 Replies ({n} new)

PX Product Ideas

237 topics ({n} new)
457 Replies ({n} new)

RO

RO Discussions

6 topics ({n} new)
14 Replies ({n} new)

RO Product Ideas

6 topics ({n} new)
12 Replies ({n} new)

Help others

Variable Surveys in JO

JO, Email & Notifications

Sending Survey Based on Time Zone

Surveys & NPS

Tip of the Week: Creating PX Custom Events from within a PX Engagement

PX Discussions

Filter report in email. Limited fields to select from

Hi there, I want to send out a weekly report to the customer success leaders with only showing their data based on either Team or Territory from them. The report itself works fine in a dashboard and you can filter there, but in the email template I was not able to find a way to filter the same, as...

JO, Email & Notifications

Automatically Adding Email Program Participants to a Survey

As a Gainsight Admin, I would like the ability to create an email chain of communications that will end in the sending of a Survey to the customer to gather feedback. Presently, I need to automatically create a cta or milestone and leverage that in the query builder for a separate Survey Program. I...

JO, Email & Notifications

Deleting Data from Data Management

Yesterday we had usage data loaded into a custom object twice which has caused inflated usage. I read the article that indicates I can delete data from Data Management if I apply a filter that only shows the data I need to delete but I’m running into an issue where I can filter to the DATE but not t...

Data Management & Integrations

{Posting on Behalf of Customer}- Ability to view the entire contents of the Timezone picklist

Hey Team, The timezone picklist is restricted. I see that when we have to select the options like Eastern Standard time- I cannot see the sub-divisions among time same unless I play around a little with the browser- Can we make this picklist show up completely in the UI. Replication of th...

Other CS Features

Calculated Field using IF statements - and related object (Roll-Up Summary)

Is it possible to use IF statements in a calculated field, and reference a related object? We have an object for Provisioned Services (which are basically professional service hours, purchased by the client) which are related to a Company. These have different departments, and also different Status’...

Data Management & Integrations

re-run backfill after editing the selector

When re-running backfill after editing the selector of a feature, do the old “incorrect” events get discarded or are they simply added?

PX Discussions

How to load aggregate renewals data to a custom object

I could use some help with the best way to visualize renewal data, such as renewals rate over by quarter/month. I currently have the ability to create widgets in dashboards for a number of different fields: sum of initial ARR (total up for renewal this quarter) sum of renewed ARR sum of churned...

Reports & Dashboards

Cookie policy

Cookie settings

Search the Community

Write a review of Gainsight on G2

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded