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Hello,When I try to use Gainsight Assist in my Outlook app, it shows me an error under the “Log Email to Timeline” option that says “Something went wrong! Please try again.”This is the New Outlook app on Mac. Any ideas?I’ve tried to remove and reinstall the ass in as well as close and reopen the Outlook app.
Hi all, I am prepping to take the Gainsight Admin exam. I was wondering if there are any other exam prep materials out there aside from the training videos? Anyone else who took the exam have any helpful tips? Thanks! Joe
Currently, there isn't a way to set up a Publish time/date for a one-time Advanced Outreach that must be started at a specific time/date. Unfortunately, the current way to do this is to hit Publish at the appropriate time, even if that means doing so early in the morning =\ It would be nice to have the scheduler popup similar to what you get for regular outreach. To be clear: there is a scheduler for ongoing AOs to add new contacts, but this would be for kicking off (Publishing) a one-time AO that must be sent at a particular time
I'm trying to use the outer join "Retain all records from both datasets" option in a Merge task in a Bionic Rule that is bringing together data from three separate MDA tables. I want to merge on the field that corresponds to the Email Address of the client. Not all clients are represented in each set of data (ie - in this case there is no one table that includes all clients). However, because I can't include both "User Email" and "User Email" in the Show Fields, some of the email addresses are getting left off of the results and I'm left with data points (number of downloads, for example) that have no contact identification information. I therefore can't load this data to the MDA table using this field as an identifier. When I rename the fields to "User Email" "User Email 2" "User Email 3", etc, I am able to view the email for all results however I'm not sure of the best way to load this to the MDA table, as I now have multiple fields conta
Hi! I'm trying to get a project setup with Adoption Explorer tool but have some questions/confusion on the process. First, if we already have usage data from our platform stored in the MDA, what does adoption explorer offer? Is it a more powerful reporting tool with better insights? Reading throught the overview article, it doesn't seem to be much different than reports I've already built out. Secondly, regarding the creation of the project - we have an S3 connection to our platform usage, which is stored in custom MDA tables. Should I be using the S3 bucket as the source or the MDA tables? The biggest issue it seems for this setup is that an 'Account ID' is not provided in the usage datafeed and I have to load that from Salesforce into the MDA which is required by the project setup. Can I get some tips/tricks or recommendations on how to best set up Adoption Explorer? Thanks!
With the UI revamp, the Gainsight VisualForce widget for the Salesforce Account page is now to tall. Firstly, I had to make the section in the Page Layout taller, doubling it from 200px to 400px: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160921-65997-17bvdki-Image_2016-09-21_at_2-50-21_PM_inline.png[/img] However, the information in the widget is still being cropped: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160921-26187-14uei76-Image_2016-09-21_at_2-48-15_PM_inline.png[/img] However, if I make the page section even taller, the Gainsight box does not continue to expand to fill it; I just end up with a bunch of empty space in the section. Even if it [i]did expand, that would probably not be the best approach, since screen real estate on the Account page is at a premium, and I don't want to drop a 1000-pixel app into the middle of it. The content of the VisualForce page would ideally be drastically
Is there a way to add SFDC fields to a new section in the C360? As far as I can tell, adding fields to the Attributes section is the only way to do this, but it would be great if we could create a new section so we can add other fields that are relative to the customer that CSMs can check/update while on the C360 page.
When using a DateTime field in filter criteria and applying a less than or equal to filter, the DateTime is not being resolved correctly in the query. Example: [b]Filter Criteria[/b] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160506-75731-yqv97o-2016-05-06_13-57-05_inline.png[/img] [i] [b]Rule results on test run [/b][i] [b]Rule Name: [/b]Admin: Load Post-Sales Relationships [b]Rule Criteria: [/b]CreatedDate >= 2016-05-05T07:00:00.000+0000 AND CreatedDate <= 2016-05-06T07:00:00.000+0000 AND Partner_Management_Status__c = 'Unmanaged' OR Deal_Type__c = 'Direct' AND Account_Name__r.JBCXM__CustomerInfo__c != null [b]Execution Time: [/b]05/06/2016 12:00 PM As you can see, the test was run at 12:00 PM (the org is in PST), so the UTC conversion for greater than or equal to CreatedDate is correct (7:00 UTC is 12:00 AM PST on the 5th). However, the second criteria for less than or equal to Rule Date is not resolving co
I'm trying to find some documentation on the functionality around "Continue" in a Program in Journey Orchestrator: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180731-68853-uumq1h-2018-07-31_16-07-10_inline.jpg[/img] What does Continue mean? Does it just wait until the Conditional Wait Time Limit is up? What would be the next step in the program shown above if the conditions were met? Weren't met? I couldn't find any information here: [url=https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/Available_Models_for_Advanced_Outreach]https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/Available_M...[/url] Or here: [url=https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/CoPilot_FAQs_and_Troubleshooting]https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/CoPilot_FAQ...[/url] Or
Hello everyone,I am product manager for CSQL and trying to connect to customers to understand their needs and experience with CSQL.I have 3 questions that I want to ask you.Do you use CSQL or wants to use it ? What are the usual issues faced by you while using CSQLs? How can we make it more valuable for you ? Your feedback is immensely useful and would help us define future roadmap items.Our main aim is to improve the CX with CSQL and make it more valuable to them.
Hi everyone,I searched in existing posts and documentation but failed to find an answer, so here I am :)Do you know a way to edit which columns are shown in a breakdown table? To clarify: in a dashboard I’ve added a widget created in a report that simply does a COUNT of the Success Plans we have in place.When I click on the widget it shows me automatically the customer name and the success plan name. A colleague asked me to show also the CSM name assigned to that customers, but I didn’t find a way to add an additional column.Any idea? Thanks!!
Hello, I’m fairly new to Gainsight so this is most likely a newbie question, but I need some help with the “Following” functionality. I’ve noticed that whoever is assigned as the CSM to an account is automatically marked as “Following” that customer on their C360 page. This in turn provides notifications to the CSM, which I know can be adjusted in their notification setup. However, what I’m finding is that even when we switch an account from one CSM to another CSM, the original CSM is still marked as “Following” that customers. This causes issues since the original CSM no longer needs to receives notifications for that account. I know that it can be changed manually by going into that account and just clicking the button. Is there a way to have this change automatically or update it in bulk? I know I can generate a report to see who is following who. I also checked the Mass Edits functionality and didn’t find anything. In most instances this won’t be necessary, but occasionally would b
Has anyone found a good way to remove tags via rules engine? We can easily add them, but could not find a way to delete them or replace them over time. We are looking to create some custom dashboards using a set of specific tags, but they would need to be dynamic for changing conditions.
Our org has a SFDC contact object. Is it possible to leverage this object on the relationship level, assuming we add in the right fields to identify the product offer? If it is only at the account level, is there a roadmap to make this functionality be available on the relationship level.
Hi Do we know if we are able to bring in the top line metric of # of objectives completed, overdue etc to show up in reports 2.0? currently we have the completion % field however having a number of completed of pending would be good to have. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20151118-7235-1n3teu7-Screen_Shot_2015-11-18_at_11-21-20_AM_inline.png[/img] Naquiyah
We cloned an existing, working email template in CoPilot for a special project. The template itself contains a numerical value, which is the number of days until the customers renewal is due. Up to this point, it has always come across to the customer as a whole number (i.e. "40"). BUT, following the new template we made yesterday, it was sent as "40.00000". This was not present in the preview before initiating the outreach. Anyone else seeing this behavior with new email templates? On a side note, we did get a fun reply for the customer: ""40.00000 days." That is very all-the-way-to-the-fifth-decimal-place specific!"
I'm wondering if it would be possible to link to external (outside of GS) pages upon survey completion. Our use case would be that if a customer gave us a positive NPS score they could be automatically linked (or given the option to click a link) to review us on an additional site. Anyone know of a way to make this happen? I tried just creating a question with the link in the question but it wouldn't hyperlink.
I am trying to build a report for leadership that will display ALL the accounts that have never had a Timeline Activity logged for. I've tried to build this on the Timeline MDA object as well as the Task object from SFDC (since the TL Activities sync to that). However, I am having a tough time getting this data to display! I am not sure on how to set the filters (or if it even is possible) so that the report will show any of the accounts without a TL Activity. Any help would be much appreciated!
I have two questions about the Scorecard 2.0 UI 1. We noticed that when you hover over a score (either a Measure score or a rolled up score), the word "Label:" precedes the label. This to us seems unnecessary and doesn't look quite "finished" - can the word "Label" be removed in any way? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20171109-127696-xey26k-2017-11-08_15-46-11_inline.png[/img] 2. We have defined descriptions for each Measure but those descriptions don't appear anywhere in the UI (from the CSM point of view). Should these descriptions pop up when you hover over the measure within the Scorecard view? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20171109-94004-1f70gao-Measure-description_inline.png[/img] Thanks!
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