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Ability to create a segment of users based on users’ survey response
New Instructor-Led PX Training Starts Feb. 14thThis Valentine’s Day we’re kicking off new virtual instructor-led training on PX! We encourage newer PX users to join us for live hands-on training, where you’ll get to practice building in-app Engagements, configure a Knowledge Center Bot for onboarding your new customers, and explore PX Analytics. There are 3 classes delivered over the course of 3 days. Register now with the code px-iloveyou-15 and receive 15% off!Contest Details - Win a Free Ticket to TrainingOr, just for fun, here’s how to win a free seat in the training! Comment here about something specific that you love about Gainsight PX by eod on Feb. 8th. For every comment, I’ll enter your name into a drawing, and then choose a name (or maybe 2 or 3 😊) on Feb. 9th! I’ll get us started…I love how easy PX makes it to communicate with users directly in my application! We use PX on Gainsight University and our Pulse+ training platform to share new courses, provide users with a way t
Posting on behalf of customer, Whenever user selects Audience rules in engagement to restrict it to only particular set of audience, it would be displayed to only that set of audience when Triggered by is set to Automatic. Instead if the Triggered by is set to Knowledge Center, the Knowledge center Audience Logic rules overrides the Audience logic of engagement. Example Scenario: If in Engagement audience logic, it is selected to be shown to only particular account users. But in KC bot, if audience logic is set to be shown to all users. In this case, Engagement is being shown to all the users of all accounts. Instead if the engagement is shown to only users who are selected in Engagement audience logic, it would be of great help instead of creating multiple KC bot’s for each required filter at engagement level.
Gainsight is excited to announce the addition of a few much-anticipated features and enhancements that will improve Admin and User experience. The v6.35 release is live in NXT orgs in the EU as of January 28, and for US customers on February 07. Check out the release notes. Some highlights from the NXT release include:📨 Log Journey Orchestrator Emails as Timeline Activities: CSMs can view all automated emails sent to their customers as Activities in Timeline. These automated emails help CSMs to drive discussions, use as reference and elicit responses from their customers during meetings. Learn more.IMPORTANT: For the emails to be logged as Activities, admins need to select the Log To Timeline checkbox while creating the Journey Orchestrator program.🗃 Out Of The Box Account Based Forecasting: The new out-of-the box account based forecasting brings Company View to the Renewal Center Forecast. Using this view, the CSMs can now forecast at the account level without owning opportunities
When adding in a new activity you can change the alignment, add bullet points, add numbers, but what you can’t do it change the font size, background color, or text color. The CSM team is wanting to be able to log activities with different font colors, background colors, and font options but do not have the ability to do that currently.
Currently, in PX, we can create a guide that contains only a badge and tooltip, however, since the badge is always shown on the page, PX doesn't track it. As such, any guide engagements launched using only a badge and tooltip will have no user/engagement performance tracking to reference.We can push information to our users in-app via badge + tooltip only, but we have zero visibility of user engagement or the performance of these engagements themselves, which leaves much to be desired. The goal is to not only broadcast information in app, but also to track the engagement and performance. The value of Engagement Performance data speaks for itself and the complete lack of this data for a guide engagement containing only a badge and tooltip is limiting. It would add significant value to be able to track these engagements.
I am Ritesh Sharma, a new product manager in the connectors team. One of the features that we are working on is enabling support of multi-valued attributes (or array type) in connectors. If someone is interested in sharing the use cases with me, please feel free to comment with insights. We can even set up a discussion to understand those use cases.Things that we are looking for are:1. Connector Name2. What type of multi-valued attribute is to be integrated? Is it an array of strings or array of objects?3. If it is an array of objects, a sample json would be of great help4. How is this data used in Gainsight (e.g. available in dashboard or used for reporting etc.)
Currently, we (admins) are able to log in as a different user via Salesforce in order to troubleshoot but this is not a feature in NXT. We are planning on moving some of our users who do not need Salesforce licenses to Cloud only access which will vastly limit the amount of troubleshooting I can do on my end when end users have issues. It’d be great if this feature was available for super admins in NXT.
The V6.35 NXT Release Notes is now available for EU and US customers. As part of this release, we have published 7 new articles and updated 18 existing articles. List of New Articles: Journey Orchestrator Limits FAQ People Management Manual Person Merge Renewal Center Configure Account Based Forecasting (Company View) Account Based Forecasting (Company View) for CSMs Load to GS Company Forecast Action Type Load to GS Company Forecast Action Type (Beta) Timeline Access Journey Orchestrator Emails in Timeline For more information on updated articles, refer to the V6.35 Release List of Updated Articles - NXT. ___________________________________________________________________The V6.35 SFDC Release Notes is now available for EU and US customers. As part of this release, we have published the Access Journey Orchestrator Emails in Timeline (new) article and updated 10 existing articles. For more information on updated articles, refer to the V6.35 Relea
Is there a way to masquerade as a user or license type within the System for Training purposes?As the Gainsight Admin of a company that has end users in every timezone possible, it’s important to be able to scale my training to be accessible others schedules so that they can still get the info they need quickly, and so I don’t pull my hair out running a million open office sessions a month. 😆For this specific example, I’m looking to do a quick “Here’s what Gainsight looks like and what you can achieve as this user type” for a Viewer + Analytics type for several of our Executive Team that we’re about to allocate licenses to. Thanks for any help that you may have!
We are struggling to add “between” as an option for filtering out reports based on the Local date filter widget. Between is available as an option on the global filter but not in the local filter. This is confusing for our end users. Is there a way to add between as an option or any available workaround?
Hello! I’m working on a voice of the customer aspect to our health scores - wanting to add customer sentiment. I’m planning to leverage Gainsight surveys to do so and considering something very simple: 1 question to rate us with a open text box to allow comments (similar to NPS). I would greatly appreciate anyone sharing what you’re doing around capturing customer sentiment and how you’re bringing that into your health scores. TIA!
In the old C360, I used a string field from the Company object that contains a unique url to to our product for the particular company the CSM was viewing in C360. The unique url contains html code (see below example) at the beginning and end that caused it to display as a hyperlink with a simple and clean label ‘Login’. It worked perfectly. The CSM would simply click ‘Login’ and a new webpage would open and take them directly to the product login page for that particular company.<a href=”unique url example.com” target="_blank" >Login</a> It appears that string fields with url’s are no longer allowed in the new C360 so I had to create a new URL data type field in order to display the login url as an attribute. It’s a very long url so It’s not pretty to display it. I’m curious if there is a way to create a custom label for url’s so I can display ‘Login’ again like I had it before?
I want to build a report for our Digital Segment accounts (per CSM) that show month over month usage…I am not 100% sure on what data needs to be pulled in order to achieve this..Help:)Thanks!
Hey There!I am trying to edit a contact name in GS C360, but it keeps populating to the old name.Basically a CSM entered the last name as the first name and the first name as the last name. I’m trying to flip it and it won’t let me. I double checked in SFDC to make sure everything looked correct and it did.Help!
I am looking to set up a sync from Scorecard to Account in Salesforce. How do people pull in the latest score value to the account/company level? I need it for multiple measures: Overall, Invoice, NPS, etc. Thanks in advance!Laura
Hi There!One of my CSM’s that uses GS Assist to send emails sent me the message below:I tagged GS for the email below and it is not populating in GS for Neurocrine. Can you please advise.Note: I sent a total of 13 emails, like below. All tagged to GS successfully except Neurocrine.Any idea why this would happen? Thanks!
If so, check out this new thread created by a long time advanced PX user @JPKelliher. He is looking for your advice and experiences if you are willing to join the conversation. Happy PX-ing!!!
Is it on the roadmap to give the option to close Success Plans/Tasks via the Rules Engine? I understand there is the option with Mass Edit. But there are times when it would be easier to have a Rule that looks for X and closes those items out. Rather than relying on an Admin to check every so often.If this is already out there, could someone provide the document? =)Thanks!
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