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Hello,My management team has asked for a report that shows which Companies have no Timeline activities with with the type of Meeting in the past 60 days. In SF you can create a report type of with and without, I have not found that kind of functionality in GS, but I’m sure there is some way to do it. Can anyone tell me how can I accomplish this? Thanks!Rhonda
I am trying to use Gainsight API to get company information. I would like to query based on list of SF Accounts that are provided to me. What field from my SF Account should I use to match (filter) down to the correct row in Company object so that it pulls information about the correct organization.
Hello!Some of our Gainsight PX engagements are triggered by a custom badge that uses an Image URL.Due to the image having no HTML alt attribute, the badge is not recognised appropriately with accessibly devices, such as screen readers.When adding/editing the badge, having the option to input an image description would help in meeting some of our accessibility requirements.Thanks.
Hi everyone - Have you ever wanted to historically report on a customer's ARR over time, only to find that it's actually really hard to find that information since there's no historical record of it? How about trying to figure out the average amount of days your customers are in a certain lifecycle stage? Or trying to figure out who all the named CSMs have been on an account over the course of a year or two? The easiest way in Gainsight to keep track of such information is by creating a snapshot table in the MDA. In this video, I explain how to set up an MDA object as well as a rule that can load to such a table. Please let me know if you have any questions in the comments below. [video]https://player.vimeo.com/video/347814865[/video]
How would you recommend we generate training certificates for our customers? With Healthcare, we hold trainings for our customers that must attend and complete prior to practice. Once completed and signed off, we are manually generating training certificates and would like to incorporate that into the 360 instead.Is there a way we can create a Snapshot with tokens (like Name, Date, and Training Class Name) but export as a PDF instead of PPT so we can send the branded certificate for each customer? Thanks!
Is it possible to report on Timeline Activities that are tied to a specific CTA? For example, for an Implementation CTA, it would be cool if we could see all the Timeline Activities that are created from that CTA and then do stuff like sum duration of time.
Users running into formatting issues when copy/pasting from outside source such as Word or Outlook into the C360 Summary Comments section. The edit box doesn’t show any issues but when you save and view it there are large space gaps and formatting inconsistencies. Clicking the “remove formatting” button on the edit text ribbon doesn’t help either. Any suggestions for ways to ensure formatting stays how you input it?
Feedback from out team:When creating a success plan, there is no way of navigating back to the customer profile, which is very time consuming as we have to navigate back to the customer profile in case further information is needed. Would be amazing if there was an option to allow us to jump back and forth more easily
Hello Team,When we authorize the Dynamics Connection, it will generate a new Auth Token and that token has 90 day expiry period. If the connection was not yet authorized for next 90 days then token will expiry and Jobs will started failing. However, If we re-authorize the connection then new OAuth Token will be generated and jobs will run normally but it is a repeat process for every 90 days. Could you please verify and see if we can have an token refreshed automatically when it is about to expiry
Hi Team,As per the document, we can see that the performance is compromised after the number of searchable fields goes beyond 2. Could you please let us know is the "search performance" is pertaining to 'speed' or 'quality of results' being degraded if more than 2 fields are searchable?
Hi Gainsight community!I have an active play. For next e-mail chain (e-mail #2) I had to update some contacts. I added the new CSV with the new contacts but deleted the old one. Now when I upload the new one, the contacts don’t show. I have 3 questions:Is it bad to delete a CSV when it’s active? The participants in the current CSV (the new one) don’t show. Do you know why and how could I fix it? If I delete a CSV, does it mean that the e-mail #1 will be sent again? Thanks in advance!
The Surveys team at Gainsight is exploring ways in which we can make some of our Surveys and CX Center widgets available in Gainsight Dashboards.We want to hear from you – which Surveys and CX Center widgets would you like to see available in Dashboards? Are there other custom reports that you wish we had an out-of-the-box widget for?
Hi, In the Report builder, while using a filter, the checkbox can be used to include null values in the result as shown below.https://share.getcloudapp.com/o0uRRbQKhttps://share.getcloudapp.com/kpuJJ9QE While in rules, when we use the ‘Not equal to’ operator, the checkbox is to exclude Nulls and for ‘Equals to’ operator, the heck box is to include nulls.https://share.getcloudapp.com/4guKKwYz This is a bit confusing for users. Please share your thoughts.
Hello community.I am new using Gainsight and would appreciate your guidance with some points, please:In order to distribute a program, the source will be CSV. My team needs to send the e-mail to 10.900 participants. According to this website, we can directly upload a CSV file with a limit of 10K records per CSV, and up to 5 CSVs total can be uploaded to a Program, it means we can send e-mails to 50K participants. I split the CSV with the 10K participants in 2 (5491 and 5492 participant each one). When I scyn the CSVs, the records appear for only one of the CSVs and the other one is in blank (0 participants) but it has 400 failed participants. Do you why this is happening? Could you please guide me how could I upload successfully both files? Thanks for your support.
Today’s tutorial covers how to create URLs in the Rules Engine. A good use case for this, as I describe in the video, is if you need to tokenize links to multiple Salesforce records in the CTA comments or scorecard comments. In my example, I tokenize links to two Opportunity Products and then include those in the CTA comments. The guide for how to put these URLs together can be found via this link: https://www.w3schools.com/tags/att_a_href.asp. The instructions are to use the concatenate formula field in a transformation task, then put in the following code: <a href=” hit enter Input your URL - in my case it was https://na85.salesforce.com/ hit enter Then tokenize whatever it is you want to link to; in my case the opportunity product ID hit enter “> hit enter Type in the text you want the link to display; in my case “Link to Product” hit enter </a> hit enter and save Let me know if you have any questions!
This is mostly a question for @andutta or @Cornelia but is there a specific community group to post feedback on for the beta testing of Email from Anywhere? Are we just supposed to tag posts with something in particular? At mention particular people? Or just kind of post at will and hope it gets to the right people?I know there’s a form we can fill out but but that so far is very one-directional and doesn’t allow for much community engagement so admins can share their experiences and Gainsight isn’t getting the same questions repeatedly.
I am looking for best practices for organizing Email templates i Gainsight Assist for the end user. We utilize Gainsight Assist frequently but the number of email templates is growing rapidly. The search feature appears to be very limited. Does anyone have advice on how you organize your templates so that the end user can know and quickly access which templates are available? Is there a particular naming convention that has worked for your organization?
The use case is we want to trigger a CTA for customers with expiring, unused professional services.Depending on how close that customer is to having their professional services expire, different playbooks would apply, as urgency increases. We envision this being a 30 day cadence (so for example, starting 120 days before the expiration of services, a CTA would trigger, then again at 90/60/30 if they still have unused services).I'm getting lost in the variety of checkboxes on the "Create CTA" action.How do I ensure a CSM isn't getting too many stacked CTAs if they don't close out the previous one? How do I have the CTA provide a different playbook & name as the services approach expiry? I’ve thought of having Create CTA actions at 120/90/60/30 and then a separate rule for Close CTA actions at 91/61/31 to close the CTA as Closed Success if the services were fulfilled, or Closed Lost if the services were still unfulfilled. Thoughts?
Hello Team,Can we give an option to use "OR" condition in Associated objects on R360.Use case:There is an object in which similar data is distributed in 2 different fields(This is based on mapping in the program).To view the data, we tried using above 2 fields in Associated objects to fetch the data but by default the criteria is created as “AND” and there is no option to change it as “OR”.As a result, we are not able to see all the data in R360. Thanks & Regards,Srikanth
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