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This video shows how to post any message to Slack from Rules Engine (or JO) leveraging External Actions in Gainsight. We use 2 methods that Slack has to do this:Webhook (first half of the video) OAuth authentication (2nd half of the video)
We have 6 multi-select picklist fields we are currently using to track feature limitations that are blocking our customers from moving to the next generation of our product. These fields represent 6 main product lines and have anywhere from 3-16 feature options each. I have a few requests from our...
When using the mass edit tool, in my example, for the Call to Action object, there are some locked, automatically applied filters. One of these filters is “Is For Success… = false”. There are 9 fields that match this description in the data model, and no way to figure out which one the filter is usi...
The R360 Summary Widget functionality does not allow 7.433 Million display to VALUE instead 7,443K, might confusing to all of our platform users. Hoping for the Gainsight Product Management consider this functionality has this same Idea below Thanks!
Hello,At the moment, many of our users are finding timeline as a time suck due to the manual nature in submitting new entries for every activity. Often times, users find themselves creating the same entries (such as meetings or key updates) with different dates. An idea to help speed up the entry pr...
Hello everyone!This thread is for our upcoming Thursday Admin Office Hours session on Thursday, June 17, 2021 at 11am PT / 12pm MT / 1pm CT / 2pm 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...
Currently, you can only add users to bcc to timeline one at a time. It would save time if admins had the ability to select multiple users to add to inbound emails at once.
Usecase: There are around 15 global filters in the dashboard over all the reports in the dashboard. While I’m trying to remove couple of reports from the dashboard it is not letting me do so and as individually I should remove it from the global filters first. Idea: While removing any report that is...
In the Salesforce Connector 2.0 I can only use source and target, it would be nice to have a transformation step as well where minor corrections can be made. For instance adding case fields or additional filters.We have this option in the “Freshdesk” connector where I use a transformation step to tr...
Gainsight is proud and excited to announce a new Mentorship Program just for CS Ops Professionals! We’ve also launched a new CS Ops Central resource page, and partnerships with SV Academy and Hire Heroes to help train and place people in CS Operations roles. Read on for more information…Mentorloop -...
Hello Team,We could see that the survey link sent from the program is accessible and end-participant is able to fill the survey even after the participant has completed the journey(after completing the time mentioned in conditional wait).Here we are receiving the responses and storing as the data wo...
I’ve run into just about every roadblock I can think of with this issue. I have a customer who wants to see a report of each individual who clicks on an email sent via Journey Orchestrator. First, I was told that Email Raw Events was the place to go, which did seem to have the right information at...
I have been speaking with a customer who would like to pull the text from a multi-select question in a Flattened Survey. This is possible through the UI as well as a single select answer.
A flattened survey report will place each answer into its own column
In the UI it will consolidate answers in...
Hello Team,When we authorize the Dynamics Connection, it will generate a new Auth Token and that token has 90 day expiry period. If the connection was not yet authorized for next 90 days then token will expiry and Jobs will started failing. However, If we re-authorize the connection then new OAuth T...
We want to group our JO programs so that instead of sending an individual email to each unique recipient in the dataset, we can group the recipients by customer ID and send one email to each customer with multiple recipients in the ‘To’ line. Is that possible?
I am running into an issue with the Task ‘Status’ pick list options. When grabbing the dots to the left of the status name and re-arranging the display order the changes appear to stick, but upon reloading the page they have gone back to how they were before. Any ideas on how to fix this?
Cusotmer would like to turn off the email notification sent to admins when access is granted
Looking for advice/best practices. Our scorecard is currently set up and operating fairly well. I have 3 groups of measures, one of which is a ‘satisfaction’ group. It has 2 measures - one for CSAT and one for NPS. The CSAT score is derived from helpdesk ticket ratings. I just published a new CS...
Is there a way to modify the reports being used in the Gainsight 360 page that shows my users activity? If not, is there an object where I can access the usage information for users such as page views, login times, etc.
Does the capability exist, natively, to create a calendar link integrated with Outlook that can be shared externally for customers to schedule meetings with CSMs based on the CSMs availability (Like HubSpot’s Calendar Tool)? Or, is the only way via an API integration using a service like Calendly?
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