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Hi Gainsight Team,Our CSM’s would like the ability to create recurring CTAs for recurring engagements they have with their customers. Depending on the customer, they may have a different cadence set. It would be great if it could function similar to recurring calendar features where you could do the following:Setup a recurring CTA for a period of time (maybe up to 6 or 12 months?)Recurring CTA can be weekly, fortnightly, monthly, bi-monthly. Monthly and bi-monthly meetings fall on the same day in the month - e.g. 3rd Tue of each month | 2nd Thu of other month.Ability to delete a recurring series of CTAsAbility to change the cadence of a whole set of CTAs - which might require a full delete / new set of recurring CTAsAbility to delete or change the date for just one CTA - happens often From an Admin standpoint, it would be helpful to assign this setting to a certain CTA Type so CSMs can create recurring events for certain engagements, not all. When looking at a view of upcoming CTAs, wh
We’ll be sending the High-Level Product Release Summary list for V6.33 July/August release by New date: June 24, 2022 (old date June 21, 2022) (through emails, engagements, and Community).Following are the V6.33 July/August customer release dates:NXT: EU July 23/US July 30 SFDC: August 02FYI@karl@minh_phan@chuck_girard@neelam_mukherjee@courtney_hauser@lane_h@dshorter@anirbandutta@Adrian Raposo@Divya
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 or attempted this? Thank you!
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.
Read me first if you got a need for a feature that is currently not offered or a feedback regarding the way things work, you can Submit a Product Feature Idea. 1. Search If there is already an Idea or a Discussion on the topic you are thinking about, great! Simply head over and engage on the existing Idea:Vote Up Comment on it to add to the thread, your specificsIt always helps to build on the existing engagement on a piece of content rather than trying to build it from scratch.Tip: If you spot duplicate ideas submitted, please @mention user Gainsight_Community and we will Merge the Ideas. P.S. All votes are aggregated 2. Create an Idea If you cannot find an existing Idea or Discussion that’s related to your topic, then select ‘Create an idea’ on the Ideas landing page.An Ideal Idea format:Subject: The high level objective of your Idea. Description: Details should clearly define your Requirements. Make sure to include:A clearly defined use case or business problem that is not met with
Please use this blog post as a place to discuss your thoughts on the sessions and topics covered in the track 'Turning CS Ops into a Strategic Advantage'. What did you find the most inspiring?DescriptionHear from CS Operations experts as they share best practices on a range of topics including building a CS Operations function, developing your post-sales operations strategy and roadmap, maturing and scaling your CS strategy to drive efficient growth.
I was surprised to figure out that I’m unable to re-order or delete out-of-the-box timeline fields, specifically “duration,” which we don’t have any use for. I want to use the out-of-the-box Timeline types, but this limitation is an annoying hinderance. The only similar post I could find was this 3-year-old question.
In order to test engagements, it would be really useful to be able to reset user statistics for them. For example, I have an engagement that only appears once for a user. When testing it, I have to keep creating new users since the last user has already seen it.
We have Product Area categories to have focused Discussions but not so for Ideas which stack all posts together without an ability to sort.Something like this for Ideas would be highly usefulCustomers as well as Feature PMs will greatly benefit from being able to filter Feature requests per Product Area.
Allow configuration within Programs for failed participants to create a CTA if certain conditions are met. Our work-around for this is to create a rule separate from the Program that creates a CTA when a participant fails. This is significant more admin development and breaks to workflow into 2 different Gainsight features, which is not ideal for troubleshooting issues.
Sometimes contacts from the parent account (as structured in the SFDC hierarchy) join a meeting or call with the child account, but if that contact doesn't sit at the child account level in SFDC, we can't add them to the Timeline entry. We don't want to add duplicate contacts in SFDC, but do want to be able to accurately record who attended meetings/calls. Is there a workaround?
We want to set up a stand alone Customer Preference landing page that multiple email senders will use (Marketo and GS). Right now, the way of editing Preference Management is manual via the email validator. Has anyone implemented a similar solution using APIs to update the Opt-Out Emails object to manager customers preferences?
Hello - I am creating a program in Journey Orchestrator to send out to clients. Each client email will need to have a specific datasource URL. Is this possible with tokens? If not, what is the best way to do this?
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 community!We have an in-app NPS survey for our customers. Based on their score, we would love to have different wordings for the open text box.However, right now we can only choose on text for the open text box. Therefore, we cannot personalize this based on their score.Does anyone know if this is possible or a feature request is created? Thank you!!!
We have to follow brand guidelines laid out by the company on our communications going out to customers. Gainsight provides for only few fonts that are not part of our branding guidelines. Can you please suggest how to import the fonts we need in Gainsight tool?
Hi everyone, We have created a custom object to list the customers who are under a specific type of contract. In the company 360, I would like to indicate with a boolean, whether or not this customer is under that specific type of contract. How can I modify the boolean based on the data imported in the custom object? In that custom object, I only have the start and end date. I’m looking at using something like “X is not empty then boolean ticked” Thank you!
SD-WAN BENEFITS:With the advent of cloud computing, organizations are moving towards a hybrid approach to network design. Hybrid networking combines the best aspects of both physical and virtual networks. It allows companies to maintain the benefits of a private network while using public clouds to provide services like storage, compute, and databases. A hybrid network also provides flexibility in terms of scalability and cost.
Hi! Copado (a fast growing Salesforce ISV) is hiring a remote Customer Success Operations Manager who will be our Gainsight Admin. We are going through Gainsight implementation now and planning to go live in early February. The CSM team at Copado is 15 people and growing quickly, and this is a great opportunity to help build out the process and structure for us to scale.The job posting can be found here but you can also reach out to me with any questions!https://www.linkedin.com/jobs/view/2801133482/?trk=li_career-site_TalentHub_job-dist
You can add smiley's to your NPS scale on the survey but you can't add them to the inline nps question on the email template. We should have this capability. The smiley faces really help a user understand what their score will represent, especially with such a unqie methodology that NPS has. Possibly in the product roadmap?
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