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Hi, I have created a simple table report to show activities by Month. I want the most recent month to show first. I have a pivot on the Month option to have the table displayed how I want. Am I missing something here? Should I not be able to simply sort by month? This option is not available on the chart:
I want to show an announcement about our KC bot only to people who have not yet opened an engagement in the KC bot.I am able to use the engagement rules to set the announcement to show 2 days after they see the previous announcement. But I don’t see how to exclude people who already opened one or more engagements in our KC bot.
I’m attempting to create a report of Tasks created from an Activity Timeline entry where our CEO was present in the meeting.I can identify Activities where the CEO was present (Activity Attendee Object), and I can identify tasks that were created from a timeline entry (CS Task). What I'm not able to find is a field or ID that will allow me to associate a task with the timeline entry. When I go to a timeline entry I can see the tasks present so there is some way those are being associated, its just not clear to me which fields I need to use to link the two in a Data Designer entry.How do I stitch these two objects together?
Hi there - I am trying to great a new feature engagement using the V2 editor. How can I use hotspots to guide my users through the engagements? Are buttons my only option? If I can’t use hotspots in V2, can I switch my editor to V1 and save all the styling work in my draft?
Below are the few points with regards to CheatSheet that needs further improvement. However, if anyone already has this figured out then would be happy to know about it.Renewal Discussion: Final outcome of renewal discussion is not displayed (while this is added to the opportunity) it was not added to timeline. So Renewal Discussion tab didnt consider consolidating details from renewal opportunity. Key Projects section: this isn’t reflecting the true projects themselves but yet meeting agenda/emails. Not sure if this truly gives a good look at the key projects and status of them.
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
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!!!
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
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
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?
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
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
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
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!
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?
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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