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4854 Posts

ElleShutty
Gainsight Employee: Shoshin
ElleShuttyGainsight Employee: Shoshin
posted in Data Management & Integrations

Backfill Newly Mapped PX Feature Usage Data into CS

Gainsight PX allows you to map a new feature and then immediately see the historical usage data for that feature. If you have the PX>CS integration set up via Adoption Explorer, usage for this newly mapped feature will automatically start flowing into Gainsight CS. But in order to bring in the usage data for the time period prior to mapping the feature, you will need to take a couple steps in Adoption Explorer.While in the project viewing the logs, you can select the Get Historical Data button.First you’ll need to Run a PX backfill. This step triggers PX to generate new files containing the usage from the specified time period. Assuming this newly mapped feature has usage data for that time period, that data will be included in the newly generated files.You’ll have a few choices next!You can choose to run this either within a specific date range, or for a past number of days. We recommend selecting a date range of 180 days or less.You can choose to run the jobs automatically or manu

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ElleShutty
Gainsight Employee: Shoshin
22 minutes ago
M
Champion
MelissaCChampion
asked in Surveys & NPS

NPS Survey - List of Accounts NOT Responded

How would I generate a report that shows what accounts did NOT respond to the NPS Survey per CSM?Thanks!

0
M
Champion
1 hour ago
pope1chase
Shoshin
pope1chaseShoshin
posted in Data Management & Integrations

Pulling Data From Qualtrics

Hi Everyone! I am curious if anyone has completed an integration with Qualtrics to pull in survey data, detractor cases, and other data? If so, I would also be interested to know if you made a direct connection or used third party middleware. Our use case is one where a different team manages Qualtrics, and we simple want to start by bringing the data into Gainsight so we can add automated health score metrics. Once that is done we will look at further use cases. Any information would be very appreciated!

1
ajprince
Shoshin
2 hours ago
gracelc
gracelcRegistered User
asked in Reports & Dashboards

0 shown in line graph where there is no data for the time period

Good afternoon everyone, I’m writing to see if anyone has any tips for the following: I’ve made a line report to show our NPS over time for several different surveys represented as different lines. In some quarters, we’ve had no responses for certain surveys which shows the NPS there as a 0. Is there a way to get the line to follow from the last quarter that has data to the next quarter that has data, rather than dipping down to 0 in the middle where there’s no data?  Equally, if the survey hadn’t been sent out yet the NPS shows as a 0 until it’s first sent out, is there a way to start the line only when the survey is first sent out and stop the line when the most recent response is received? I know using a bar chart fixes this in a way, as the bar is then just absent where there’s no data, but we would like to use a line report as this is showing a view over time. Any help would be greatly appreciated. Thank you! Grace

2
gracelc
9 hours ago
gracelc
gracelcRegistered User
asked in Reports & Dashboards

Lack of Drill-Down in Column Chart Report with Value of '0'

Good morning everyone, I’m writing to see if anyone has any tips for the following -  I’ve made a bar report to show a metric for each of our CSMs, and several of the data points displayed are 0. There are records for these data points (the value just averages out to 0), but the lack of column prevents drill-down, as far as I can tell. I know using a line chart format overcomes this issue but as the report is not ‘over time’ I was hoping that there’s a workaround without using this. Any help would be greatly appreciated. Thank you! Grace 

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gracelc
9 hours ago
M
MikeMorenoRegistered User
asked in Gainsight PX

Dialog Embed Option

Hi AllCould someone give me an example of how to embed a dialog into html page? I have only succesfully managed to this using selector [attribute=”xxxx”].I have not be able to successfully use class names using syntax .className etc.Best regardsmike.

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M
2 days ago
M
MikeMorenoRegistered User
asked in Gainsight PX

KC and Articles using JS

Hi, I'm trying to create an KC article as card that invokes a chat bot.  Any recommendation on how to do this? I dont know what to use hyperlinks as the experience is not great. We have tried doing onclick event, but it appears this is stripped out from the KC article.  

2
M
2 days ago
M
Shoshin
mattjay98Shoshin
asked in Other CS Features

Automated Slack Messages into a channel via Sally

Wondering if there’s a use case or if anyone has done something similar with the Sally/Slack integration.I want an automated message to post into a channel for when a CSM has been allocated to a new company record, so that our Sales team have visibility of this. Our team work quite heavily on Slack (there’s a Sales channel that highlights new deals) - so it makes sense to provide them instant visibility of who the new account manager is 

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jason_metzler
Veteran Rookie
2 days ago
B
Shoshin
Britt_ChyShoshin
asked in Data Management & Integrations

How do I create a Formula Field that Compares the Output of two Date Fields?

Hi there! I am hoping to create a Formula Field in Data Designer that compares the output of ‘Deployment Date’ & ‘First Notification Sent Date? My goal is for the field to return a ‘True’ or ‘1’ value if ‘First Notification Sent Date’ is LESS THAN ‘Deployment Date’, & a ‘False’ or ‘0’ value if ‘First Notification Sent Date’ is GREATER THAN ‘Deployment Date’.Please let me know if this is possible &/or how you recommend making it happen! Thank you!!! 

2
B
Shoshin
3 days ago
nguruswamy
Shoshin
nguruswamyShoshin
asked in JO, Email & Notifications

Seeing Journey Orchestrator emails in "Sent" folder in email inbox

When a Journey Orchestrator email is set up to send from an individual employee, is that individual expected to be able to see that email in their “Sent” folder in their email inbox? I was able to make this work when sending preview emails from a JO program, but a user is not able to find an actual email that was sent out in their sent inbox. We are not able to use the CC features on this program.

6
nguruswamy
Shoshin
3 days ago
C
corrie_amoRegistered User
asked in Reports & Dashboards

Can anyone provide clarity on arguments needed to pass to data design functions?

Apologies in advance for the essay, but this is just one issue I’ve had using functions in Data Designer caused by lack of clarity in the documentation.I am adding a formula field to a data design to convert a string field to a date field. The string field contains only dates written in the format “YYYY-MM-DD”. I am attempting to use the “To Date” function to change the data type. The documentation has only the following information on this function:“To Date: This parameter returns any string data type field or value containing date into the Date format provided by the user.Note: If the date format is not provided, the default value considered is yyyy-MM-dd.”What the documentation does not explain is how this should actually be entered into the function as it appears in data designer. I enter the name of the field I wish to convert then it prompts for “Format of Date” - it looks like I should have options to select but there’s nothing there. See below:I entered “dd-mm-yyyy” here (which

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alexander.mahan
Shoshin
3 days ago
Chelsea.holfield
Veteran Rookie
Chelsea.holfieldVeteran Rookie
asked in JO, Email & Notifications

Glitch Issues with New Email Template Builder

I’m still seeing a lot of bugs in the New email template builder here are a few I’ve run into today. The font size will change in the template if I hit a return or if I try and apply any other formatting.  Issues getting the font to change to the size I’m selecting on the text. I will highlight all the text and then click the new font size and nothing happens.  Email preview is showing different than the actual email test being sent. ​​​​​​Let me know if I can provide any other information. 

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E
4 days ago
Tori Jeffcoat
Tori JeffcoatGainsight Community Manager
published in Other CS Features

Horizon AI Customer Webinar | Recap and Q&A

Just two short weeks ago, we launched three exciting new Generative AI features - Meeting Assist, Cheat Sheet, and Takeaways - and we’ve seen tremendous excitement and energy around these features. In fact, we’ve already had over 320 flip the switch to toggle on generative AI! 👏 Yesterday, we hosted a customer-focused webinar walking through each new feature and giving a brief demo of the new functionality. @ChiragJ and @AshutoshSingh walked us through how to toggle on each feature, where to find this new functionality, and key tips for getting the most of each feature. @slee then walked us through more information on our free trial for these features and how to upgrade. If you missed it, no sweat - catch the full recording here! 🎥 Horizon AI Customer Webinar Recording 🎥 We had tremendous interest in the webinar (over 1,300 registrations!) and fantastic questions submitted live (over 130 questions!) - and want to first thank everyone for such active participation! To provide the bes

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Tori Jeffcoat
4 days ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Other CS Features

Will Meeting Assist integrate with Teams?

Word on the street is that Gainsight is working on Meeting Assist integration with Zoom.  Is integration with Teams in the works as well?  If so, any ballpark ETA on that?

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darkknight
Grand Slammer
4 days ago
K
kripesh.thekkayilRegistered User
asked in Gainsight PX

KC Bot icon size

Is it possible to reduce the size of the bot icon? Sometimes it can get in the way of other UI elements, especially when there are a lot of them to scroll through on product pages.

2
L
Veteran Rookie
4 days ago
nrnkumar
Gainsight Employee: Shoshin
nrnkumarGainsight Employee: Shoshin
asked in 360 Company & Relationships

Implementation of gainsight widgets using AURA components or LWC components in Salesforce

Hello Team,As currently salesforce is planning to deprecate the VF page and migrate lightning Aura or LWC components in salesforce in the near future and no deadline is provided. Now Gainsight currently support only the VF page and components to embed the Gainsight widgets in salesforce. Please find the support article which is used to currently set up VF code in salesforce:https://support.gainsight.com/Gainsight_NXT/Team_View/Admin_Guides/Configure_Gainsight_NXT_Custom_Widgets Could you kindly let us if Gainsight has plans to incorporate Gainsight Widgets in Salesforce using Aura or LWC components? 

0
nrnkumar
Gainsight Employee: Shoshin
5 days ago
ericbmuller
Shoshin
ericbmullerShoshin
asked in JO, Email & Notifications

Getting CTA Alerts but see no CTAs in "My CTAs"

New GS Admin here, hoping someone can point me to the source of my challenge…I am receiving an alert for No New/Next QBR Dates CTAs, which is a CTA we created for deployment, however, I am the GS Admin, not a CSM, and it appears that I am the default contact if the account doesn’t have a named CSM assigned.My challenge? where does one set a default contact in a CTA, so I can correct this? I can’t find it in the rules engine. Any ideas? Thanks in advance for your knowledge and consideration!Eric

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matthew_lind
MVP
5 days ago
matthew_lind
MVP
matthew_lindMVP
posted in Cockpit & Playbooks

Creating High-Quality CTAs

I posted this elsewhere, and it got some traction, so re-firing the conversation here in the Community. We nearly all work in Calls to Action (CTAs), as they the currency within Gainsight that folks spend time creating, updating monitoring, closing, etc. So they are important...so important that it’s reasonable to ask: “What makes for a high-quality CTA?” I wrote the following to help my stakeholders design their CTAs, and to guide them gently into best practices for a CTA: A high-quality Call to Action (CTA) has the following characteristics.Benefits the customer. CTAs should have a clear benefit to the customer. CTAs tend to be built with an internal lens, benefiting the CS team. While this is a great bonus, the purpose of the CTA itself should ultimately have customer-benefiting properties. Has a desired outcome. CTAs are rarely work unto themselves. Rather, we complete the CTA to attain an outcome. What is that outcome? Why is that outcome important? Lives within a process. Th

1
revathimenon
5 days ago
Sruthimalla
SruthimallaGainsight Community Manager
published in Gainsight PX

PX Design Engagements 101 : Release Guide with toggle cardsBlog

 Design is not just what it looks like or feels like. Design is how it works!!✨Absolutely! Gainsight PX has made significant advancements recently, thanks to the incredible analytic add-ons and improvements in the new editor. Remember the dialogue we had during our last release announcement? Well, you'll be glad to know that we have achieved that level of engagement using our own editor.Our engagement editor goes beyond just cells and elements. It's like a canvas where you can create your own masterpiece. The real trick lies in customizing things according to your preferences by leveraging custom coding. It may sound a bit tricky, but it's never impossible. We are here to provide you with all the necessary information so that, for your next release, you won't have to worry about effectively communicating your release communications in a single slider with multiple steps.We also completely understand the impact that drop-offs can have on your engagement, and we're here to assist you in

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aroberts
Gainsight Employee: Veteran Rookie
6 days ago
U
umar8092Registered User
asked in Data Management & Integrations

Partnership form - not opening

The partnership form that you send via email is not working, it opens a blank page, please fix this and if someone from support can reach out that will be great!

0
U
6 days ago
M
MTadrosRegistered User
asked in Gainsight PX

Any Tooltip tips for iPad?

Hi there,New to Gainsight, and first time posting. Scrambling a bit to try to get my first in-app campaign pulled together.I’ve made some progress, and I’m at a point where I’ve created a tooltip, and am able to preview it in-app.The challenge I’m facing at the moment is that the location of the tooltip is a bit whack (centered below the ellipses button, bleeding off the screen, and detached from its little arrow) and I’m not sure how best to reconfigure it. The template editor seems to lack any features that would allow me to position the tip in a logical position (to the right of the button, with the arrow pointing left, to the button). I get the sense that maybe this is possible with CSS, but my CSS skills are non existent.Looking for suggestions for documentation, other threads, or any other places where I might be able to find some code snippets that I could tinker with?Thanks in advance for any assistance! 

1
M
7 days ago
M
moellerbriannaRegistered User
asked in JO, Email & Notifications

Pausing & Resumeing Programs for the Holidays

Due to the Thanksgiving holiday, we do not want our programs to send an email this Thursday.  How do we pause and resume our programs to avoid conflicting with the sync schedules and wait timer? For example, a program enrolls qualified customers every Thursday, followed by a 7-day wait time, so the customer receives an email every Thursday. Do I need to pause the program the Wednesday before and resume a week later so it doesn’t mess with the wait timers?  

1
alizee
Golden Ruler
12 days ago
R
rizzom453Registered User
asked in Reports & Dashboards

Dashboards drop down menu to change values interactively

I’ve looked through the documentation and also tried my luck on training videos on YouTube with no luckWe would like to do a dashboard where the data is editable (drop down menu is fine) Example Dashboard Field: Engagement Priority -- Values are None, Low, Medium High Dashboard would display this field with the current value (we have that working)** We would then be able to click on the field and then update the value just through the dashboardExample: Change the Engagement Priority from Low to Medium...and then have that change get committed to the actual dataIs this possible?  We have been looking for a while on thisThanks so much -- happy to be redirected to another thread if there is a good example out there as well  

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alizee
Golden Ruler
13 days ago
Ester.Memoli
Team Captain
Ester.MemoliTeam Captain
asked in Data Management & Integrations

Warning to admins if there's a big amount of data export

Hello! For security purposes, many CRMs inform the admins when a big data export is performed by a user (or another admin).I haven’t found such option in Gainsight.Do you know if there’s something that can be enabled to track it? Thanks!

0
Ester.Memoli
Team Captain
14 days ago
heather_hansen
Grand Slammer
heather_hansenGrand Slammer
asked in Reports & Dashboards

Reporting on amount of time in CTA Statuses

We're coming across a need to be able to report on how long CTAs stay in statuses.  For example, we populate CTAs with New.  We'd like to be able to report on how long it stays in New before it is moved to another status by the CSM. Same with any subsequent moves.  

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I
16 days ago

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