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I do not believe our permissions sets in our instance are setup correctly for Gainsight access and looking for a matrix that lists what is contained in each of the permission sets so we can verify things are correct. where may i find this type of matrix? here is the article that refers to the default permission sets i have found, but not finding where the details of exactly what i sin these permission sets: [url=https://support.gainsight.com/Product_Documentation/Administration/Setting_up_Gainsight_for_Salesforce_Administrators/Gainsight_and_SFDC_Permission_Sets]https://support.gainsight.com/Product_Documentation/Administration/Setting_up_Gainsight_for_Salesfor...[/url]
We started using the CTA Emails two weeks ago. I tried running some reports in the Report Builder to assess activity. I'm not seeing these emails in those reports - even the test emails that i know we fired. Should these be showing up in the reports and, if so, am I missing a critical step? Thanks! Elizabeth
Hi All - I need some help! I'm trying to find a way to notify our reps when we have an account that has no main point of contact idenfied in Salesforce/Gainsight. Our way of flagging these people is through a checkbox - and it's all manual. We have a number of organizations in that do not have at least one main point of contact checked as true on the account. Salesforce is pretty limited in it's ability to create reports or build a rollup summary field. So I thought Gainsight may have a solution for this tricky problem! [b][/b] [b]Why is this important? [/b]We trigger a number of our auto-emails to only send to the main account contact. When there is no individual identified, the auto-emails in JO do not send. Looking forward to any suggestions or insights this community may have! Thanks! Alison
Good Afternoon- I've hit quite a snag. I'm attempting to build my first Relationship-level Power List in Journey Orchestrator/Outreaches and having issues getting anything to populate. Create Power list for: Relationships --> Products Derive list of recipients from: Data Space --> Products Relationship Contact --> Email Field --> Contact Email I started by putting in a criteria of: Account Name: Equals: CareerArc (our company and my testing account) Nothing populated, so I deleted the criteria. I then tried: I tried Contact Role: Equals: Day-To-Day Contact - SR Nothing populated, so I deleted the criteria. I then tried: No criteria Nothing populated. I checked my DataSpace of "Products Relationship Contact" and found that Contact Name, Account Name, Email Address, Contact Role, etc. were all mapped, however nothing populates. What is happening? I'm assuming that the data isn't flowing into the DataSpace, however I cannot figure
Does the Shared C360 support date formatting? I have added two date fields to the Shared C360 view, but the two fields are fomatted two different ways: One field is formatted yyyy-mm-dd Another field is formatted mm/dd/yyyy They are the very same fields I have added to my 'in-platform' C360 where both fields follow my desired mm/dd/yyyy format. I have not located a way to control the formatting of the date.
Customers feel that the process of rule with action type load to people with company association undergoing "partial failures" just because there's a duplicate entry in the Person action (even though that's expected in the cases where they are having the same person associated for two different Companies) is a bit irrelevant.They feel that it would be great if we would create an independent action type that would allow the users to directly update a Company Person records based on GSID (identifiers) without having the dependency on the additional Person component within the same action.
I've been struggling with Scorecards 2.0 the last couple of days, loosing hours and hours of work trying to get them to update properly. At first I thought that you could only update a 2.0 scorecard if you went and loaded it on the accounts C360 page, but then you would be able to load to it forever, but I've just made a new realization. You can only update the scorecard that is actively loaded on the C360 page. I switched over to Scorecards 2.0 from 1.0 because of the ability to have multiple scorecards. For all my accounts, I want to have a general Health Scorecard (with NPS score, CSM sentiment, etc. etc.) and a Features Health Scorecard that goes through all features and displays the usage, but now I can only update the one that is currently loaded on the C360 page. I want to keep them both updated and allow the CSMs to have the ability to switch between the two, but it doesn't seem like I can do that. Am I wrong? Was this intentionally built in or is it a bug? If it's int
Hi, We are looking at introducing the ability for helping admins do a test run of a program. There have been several [url=https://community.gainsight.com/gainsight/topics/testing-advanced-outreaches]threads[/url] discussing on the same and several aspects to this. The problem we are trying to solve is as follows - The journey designer configures a complex program spanning several steps and finishes the mapping and also syncs the source or has an idea of the fields he wants to bring in from the source. The designer wants to see whether the journey works as per the configuration and wants to do a "Test Drive" with a sample participant and wants to walk through the journey. Currently , there is no easy way to do this without involving cloning of programs and multiple configurations. This has been a recurring pain point which we want to address. PS - This thread is about the program design and helping the designer in evaluating if the individual steps configured in the program
Hi, I have a question regarding the merge operation in SF. Let's say I have 2 accounts in SF while only one of them has a record in GS, meaning only one of them has a Customer Info record related to it. The 2 records in SF are duplicate records so we want to merge them. What will happen in GS as a result? I can see in the Data Anomalies section that right now I have some accounts that have multiple Customer Info records and this is because of the merge. Do you know why is that? Thanks!
I can use Outreach just fine - but I like the idea of mapping it all with timers, and the ability to create a CTA if necessary. So I'm wanting to hear feedback if you're using JO internally for our Users - and if so, how did you set it up?
Hello PX Tribe! I want to share a topic that has been frequently coming up from our customers and which I think could be useful to this group - How to trigger sequential in-app guides from In-App CTAs/ Button clicks. As most of us know, today PX allows us to trigger In-App guides based on "views/ completions" of other guides; however, there is no In-App Audience Rule to trigger based on unique CTA clicks on the In-App Guide. But.... we can still do this See below solutions for various scenarios: These can be used for various use cases like Customer Onboarding or Feature Activation or guiding the customer through the Adoption Journey/ Prescriptive Value Path. Scenario 1 - Based on CTA/ Button Clicks on In-App Guide # 1, trigger sequential guides one after another (Using Query Parameter) Start with an In-App Dialogue with a CTA/ Button Make the buttons <a href=“https://app.aptrinsic.com/dashboard?launchGuideName=welcome” />. In www the are a couple of
Hey all, We are trying to create a report that will show the growth in accounts per month, meaning - for each month to show how many new accounts we have, how many churned (0, of course!) and how many active accounts we have overall each month. At the moment we are doing this report manually in Klipfolio as it doesn’t seem like GS allows for historic data representation in graphs, but perhaps there is a way around it? Any suggestions? This is an example of what the graph should look like visually, just ignore the parameters and imagine it shows - new accounts / churned accounts / overall accounts - per month. Any suggestions would be highly appreciated!
What's the best way to populate the Manager field in the User standard MDA object? It's a GSID field type so I can't just populate it with the manager's SFDC ID. I was thinking of using a bionic rule to merge the manager's GSID with the CSM's GSID... is there a better way?
I'm attempting to create a report that pulls in company data along with activity timeline data that would show the notes for the latest activity of type 'X'. In order to get the maximum activity date for that specific activity type, there has to be a 'by' clause but then that prevents one from bringing in any string fields, specifically the notes field, which I realize can't be included in a report if there's a 'by' statement. My use case for this is that i'm trying to replicate the customers tab in a report, since that tab will soon be deprecated. Thanks for any information you may have.
We are setting up our first Advanced Outreach (yay!) and I have a question on how the repeat loop works. It gives me an option to put in a numerical value for number of times the follow-up email is sent. I would like this to send only once. After another X day wait period, it would end the outreach for that contact. Would I put in "0" or "1" to accomplish this? Screenshot attached. Thanks! [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170613-60350-ohsr5j-Screenshot_2017-06-13_11-08-51_inline.png[/img]
Pivot tasks help you transform data into a polished, actionable dataset in Bionic Rules. In the 6-min. video below, Karl Rumelhart, Gainsight's Chief Product Officer, shares a quick demo on how to configure pivot tasks to transform event data. Let us know if these short DIY videos are helpful! We're hoping you might be inspired to record your own DIY video and share it here on the Community! To share your own video here, upload it to vimeo or youtube for example, and then add the link in your Community post. [video]https://player.vimeo.com/video/257988872[/video]
Currently our CSM's are doing a lot of back and forth between Salesforce and Gainsight. We have CTA's running for the CSM's to reach out to a customer to ask for advocacies, etc. But once they receive a response, they have to go back in to Salesforce to log the advocacy. I am wondering if these is anyway to pull these fields in so they can log this in Gainsight and push into Salesforce? This is not logged the same way as a call and adding notes is not enough.
Hi - I love the idea of the success plan and how I have the ability to export the PowerPoint to my email. However, I noticed that only some of the information from the "Plan Info" tab is being exported onto the first page of the PowerPoint. Is there a way to get all of that "Plan Info" information onto the document or does it only have the ability to pull the "description" box? Thank you in advance!
Hello Team, I read that email templates are not supporting the Tabular reports. Could you please let me know when this would be supported. Also, my use case is to be able to send an email to the DL with the list of records from MDA Object. If I do a query builder in the AO it would send one email per record which is not correct. Is there any other way? Regards, Jahnavi
Not sure if anyone else has come across this issue before, but we have noticed that if we add the Gainsight tracking links into emails when a customer clicks on the link they are taken to an unsecure page - screenshot below. Does anyone know a way to prevent this from happening? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190724at11-38-03AM-00f3064d-3c66-4d37-a09e-adc8ff2ccd69-854471885.png[/img]
Hello Guys, Probably someone has already tried this, any help is appreciated :) Basicaly we want to send EBR invitations with Copilot customized with a URL to the CSM Agenda (i.e. Youcanbook.me or similar). What I've already done: Step 1.1 - Created a new field called "Agenda URL" in SFDC User object. Step 1.2 - Created a new field called "Agenda URL CSM" in SFDC Customer Info object. Step 2 - CSMs will manually update the agenda url User field inside Salesforce. Step 3 - I want to pull this field into Customer Info object. PROBLEM: Using rules engine I can't match User IDs, only Account IDs. I would need to match User IDs in order to mass update all Customers with the Agenda URL of its respective CSM. Has anyone already accomplished something similar? Thanks! Bruno
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