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Hello everyone!This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, December 01, 2020 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 answ...
In email templates it’s possible to load HTML from an external source but in order to make it editable from the Design tab (basic), the gs-editable=true tag has to be added to every element that requires editing manually.https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email_Templ...
Often when I create an engagement, I don’t want to start with one of the templates. I end up choosing a random one and then deleting all the information and replacing it. It’d be nice to start with a blank step.
Hi Community,You might have seen the news in the various social media channels, but in case you missed it, we're super excited to announce the Majority Investment from Vista Equity Partners in Gainsight! You can read more about it in our press release. As our CEO, Nick Mehta said: This investment i...
Hi everyone, I am working on creating a guide on how to use Gainsight to the fullest. So far, I want to include a short introduction to Gainsight, how and why we use it as well as some best-practice examples of e.g. how to utilise the timeline, cockpit, playbooks etc. Do you have any golden experien...
Our org uses NXT through SFDC and we recently discovered that URL links in the daily/weekly CTA digests now link to Lightning instead of Classic. Our team still uses Classic. As a result, these links no longer work for the team. We intentionally have our team login to NXT through SFDC for reporting...
Our users have often requested the ability to have a view into their TASKS only via the Cockpit. It is presently observed that the CTA Name field is mandatory and therefore will not allow for a custom VIEW of only tasks to be created. Could it please be possible to allow for a Custom Admin VIEW to...
Hoping to get an idea on how much change management/retraining you had to do for your teams if you moved from SFDC to NXT. Anyone willing to share what to expect? Thanks!
We have received the “green light” from legal that we can send an annual survey to our customers to ask if they would like to opt in to any communication, even if they have opted out of communication. Right now, we sync the “Email Opt Out” to a field in SFDC to keep our various email systems in lin...
In an effort to not overwhelm a CSM’s cockpit, we are wanting to create a CTA that aggregates survey responses over the previous week. How can I include in the notes a report of the survey response and what they responded?
Hello,What best practice reports does Gainsight recommend from an operational and business standpoint to track documentation within people maps? We are looking for an operational report that will assist in tracking adoption of people maps, for example ensuring that all fields are completed by CSM on...
We have a report that shows a breakdown of Health Scores for our customers over time, based on the Relationship Scorecard History object (Scorecard Habits report type). Now I was wondering how to exclude churned accounts from this report, but only starting the month they churned in. Example: if a cu...
I found this article about importing NPS results from a 3rd party: https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Examples_and_Tutorials/Load_3rd_... I was wondering if there was a way to run a rule or process like this on a regular basis (i.e. not a manual upload). I'm exp...
We want to create a trended WoW accounts with no activity for 30 days line graph report
Hello - We have playbooks with tasks that are based upon a predecessor Task Close Date. The challenge we’re having is that those tasks show NA until the predecessor is closed. I know I can change it to Task Due Date and see the dates, but if a predecessor closes late or early then the successor task...
Our Marketing team is interested in potentially sending the NPS survey we have in GS via text message. Is this something that other customers have done and if so, do you have a vendor/partner you would recommend?Also, I'm assuming since we'd be using the survey link from GS that we would still be a...
When i change the due date for a objective CTA in a success plan, it just only cascades the date adjustment to the tasks under the objective CTA but not across all CTAs’. Am I missing a configuration?
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