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Hello, a newbie here but I thought I would ask…Anyone using JO for auto renewal notifications? I wonder if I can set up JO so it sends renewal notifications to our clients 90 day before the date? However what I would need to have included in the notification is a different pricing for each of the clients (that is not standard calculation and currently manually calculated to take into account different variables)?Would anyont have similar case study? How did you go about it?
When will we be getting firm dates when the cutoffs will be for Horizon 360 and Horizon Rules and what will that notification look like?When will existing orgs have their 360s automatically moved to the Horizon versions? When will Rules Engine no longer support adding new bionic rules When will existing rules be migrated or be made unavailable? @anirbandutta @community-admin
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?
Hey Everyone,Tomorrow (January 28th) is Privacy Day (or Data Protection Day). And no it’s not a GDPR thing. It’s actually much older: 2007 when the Facebook, YouTube or Google Analytics of the world were about 2 years old. H***, Gainsight wasn’t even born yet 😅. Now in 2023, there are ton of new privacy regulations popping up worldwide - in the US, since most of you fellow contributors are US-based, it involves California’s CCPA becoming the CPRA and Virginia, Connecticut, Colorado and Utah to name those I’m personally aware of. Even third-party 🍪 are dead. Not mentioning the long awaited ‘updates’ to the EU ePrivacy Directive or Regulation (or whatever they’ll end up calling it, but could change a lot about what’s acceptable (or not). I find this day to be a good time for all of us system owners to stop and have a look at how we and our teams live by the Privacy by Design principles* we (should) have embedded into our CS Ops practices.For me it generally spreads two pillars:Governan
For companies that may want a way to plan/capture/track future scheduled meetings, here’s a way to do it using functionality already built into the Gainsight platform and with which users should already be familiar.Short description of solution: Adjust Event CTA Type to have A CTA Status of “Scheduled” CTA Reasons that map to each type of meeting to track Have users set up Calendar Configuration to sync Event CTAs with “Scheduled” Status to Calendar Create CTA-based reports to track “Scheduled” Event CTAs by Month ADMIN EFFORT Event CTA Type Config (Or use a Custom CTA Type)Make sure the Recurring event flag is enabled on the Event CTA Type (to reduce the amount of effort in creating recurring touchpoint meetings) Set a special CTA Status of “Scheduled” for the Event CTA type: Add CTA Reasons for the types of meetings users would schedule (add a Reporting Category of Meeting to make reporting easier, particularly if you have multiple Event reasons unrelated to meetings.
We plan to use Customer Goals in 2023. We have a number of ‘existing’ records that we’d like to recreate en masse as new Goals once we enable the feature. Is it possible to create a Goal record via Rules Engine? Or is the only option to have reps manually create the goal, via Goal Library or via manual entry? Thx.JJ
I am getting an Unauthorized Timeline Error every time I try to send email thru Gmail with Gainsight Plugin enabled. The email sends but does not attach to customer timeline in Gainsight. This just started happening recently. I updated Chrome to latest version and tried uninstalling/reinstalling the Gainsight plugin, but still having this issue
I am creating dashboards to present program results to csm, sellers, management... using various AO tables. Percentages are often more meaningful than total number of emails to present such information so I want to produce a report that shows a percentage of emails opened or clicked for instance, rather than total number. As there is no means to do calculations in reports, I can only pull total numbers right now, unless we create a field. The AO Analytics has numerics including a field call Open Rate field but it is empty (bug?) Anyone has been successful using the % widget at all for a similar purpose?
Hello Gainsight community I am attempting to create a Risk CTA for No Successful Activity in 90 days. I would like some help to see what I might be missing. If you can please provide steps on how to complete the CTA within Rules Engine.As of right now I am pulling from the Account Object .Show: Account Name, Owner Name, and Account ID.Filters: Account Status = ActiveLast Successful Activity Date >= Subtract N Days From Rule Date 90
What is the importance and use of “Avatar_SalesforceConnection::Sfdc User Id” in the Connector 2.0 SFDC User to Gainsight User object. This mapping is recommended in the Gainsight Documentation:https://support.gainsight.com/Gainsight_NXT/Connectors/Connectors/CRM_Integrations/Salesforce_Connector I am just struggling to understand why we do not just map to the SFDC User Id.
Hey guys,I have a question about drop-down list in C360 details/attributes view:If there is a drop-down with a multiple choice, Gainsight shows it in 1 line with “;” as a delimiter there. Is there a chance/workaround to show the full chosen list so it’s easy to read?
We rely on this documentation to understand what system fields mean in the MDA tables. We have noticed that the “Call To Action” system table is not current in the documentation listed here:https://support.gainsight.com/Gainsight_NXT/Administration_and_Permissions/General_Administration/Gainsight_Object_Glossary#Call_To_ActionFor example, if you look at the MDA table in data management or in report builder, there is a system field in this table called “Next Action Due Date”. However, this field is not in the object glossary.
I am struggling to understand a couple of things around the SFDC and Gainsight integration. It seems that there are 3 methods of integration. Connector 2.0 Rules Engine (Bionic Rules) Real-Time Rules I am struggling to understand the use case for using each one of these.
Hi There!Our Timeline Activities being added through a Success Plan are not counting on the current dashboard categories.Example: Client Event – Recurring Client Meeting added to a success plan directly are not showing up in the KPI Dashboard for Recurring Client Meetings so they aren’t counting as a KPI for the CSM.How can I fix this?Thanks!
Currently, we are limited to two Qualification Scope settings for badge engagements (i.e., Once, Always), and even this is limited based on the selected Trigger Type. It would be a valuable product improvement to offer expanded Qualification Scope settings available so that we could selectively define a scope that is greater than once, but less than always. Furthermore, it would be great to have all expanded settings applied to all Trigger Types. Example Use Case: Deploying a badge + tooltip that is to be displayed in-app for an extended period to ensure maximum user awareness, but during the scheduled engagement period, qualified users should only view the badge + tooltip a maximum of three times. Currently, this is not possible, as we are limited to Once or Always for the Qualification Scope (dependent upon Trigger Type). Badge Settings
We run quarterly QBR’s for all clients where we have a 3 call 3 email cadence and then send a success snapshot if we don't get a meeting scheduled. I am trying to just add the success snapshot to the last email if it makes it that far but don’t see a way to do that. I know there is an older post where there is a workaround but it seems to be an internal workaround but not for external sharing. Any insight?
I am trying to outline an Average of Session Count YTD with the data that has come into CS from PX side. When I use the report builder to outline Session Count by Month, I am able to do that and also add filters for Person Id where I exclude anything that contains specific email type such as gmail (As we get emails in Person Id field from PX). But in report builder I am not able to calculate Average Session Count by Year to Date. Since the formula field dosent allows me to sum the Count of Sessions and divide it by months for current year.I then went into Data Designer and when I am trying to outline the object and put filter on Person Id, it dosen’t provides ‘Does not contain’ option and rather it only allows one specific value to be entered.Can the Person Id field be made to work like it does in Report Builder when used in filters. Such that it allows ‘Does not Contain’ as a option to exclude certain elements. Can the formula field in Report Builder be made more enhanced where the ag
Question for those who are expanding their low and tech touch CS capabilities!Many of us are creating more digital content to increase customer coverage. A challenge arises when you have significant customer presence in multiple countries and across languages.Does anyone have suggestions on how they’re getting content into multiple languages (whether onboarding, adoption, campaigns, etc.), besides asking fluent employees to translate documents constantly? Any suggestions on a service or consultancy who specializes in tech savvy translations? Ideally looking for a solution with professional results, so it doesn’t look like we used Google Translate. :)
Hello,Using Gainsight Assist on Outlook.Once an email is logged to a timeline, is there a way to change the company or relationship?Thing is our Company/Relationships are frequently changed because of the number of customer we are working with and their hierarchy can change a lot.
For instance we’re looking to trigger a CTA when a usage field value crosses over the 80% threshold.Currently in our Rule, it’ll fire if the usage is over 80% (it doesn’t distinguish between something that just crossed 80% for the first time or was already over 80%) which isn’t the expected behaviour and we’re getting a lot of noise.
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