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Saurabh MehtaGainsight Community new member
asked in Gainsight PX

API for changing engagement configuration

Hi Experts,Are there APIs available for following:Find an engagement by name Change configurations of an engagement. For example - add or remove URLs or Segments.Appreciate your inputs. Best regards,Saurabh 

1
link_black
Gainsight Employee: MVP
12 hours ago
Stuart
StuartGainsight Community new member
asked in Reports & Dashboards

CS Report Builder - Percentages on Aggregated fields

Hey Folks 👋🏼, I’m a newcomer to Gainsight, and after completing the Associate Admin training for CS I’m looking to understand a bit more about the capabilities in Report builder. We have an Object with a field that can contain a value of true or false. Multiple records in the object can are associated with each company.Ideally, we’re looking to create a Report that shows the % of false records per account, versus the total number of records for the account. Currently, I’ve used a combination of filtering on the true/false field, and aggregation to make a COUNT of the false records.  The roadblock I’m encountering is converting the COUNT value for each Account into a percentage of the total # records for each Account. My inital thought was to use a formula field, however from what I understand this would only work on a record-level, creating a new field on each record, as opposed to being able to compute on the ‘roll-up’ COUNT values. I’ve checked the Knowledge Articles Advanced Repor

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Stuart
19 hours ago
J
JessicaVGainsight Community new member
asked in JO, Email & Notifications

Select Multiple Dates for JO Survey Email Reminders

Hello,I have a question about the JO program and if there are plans to enhance the conditional wait to allow us to select multiple dates for the reminder email? Currently, under the conditional wait, we only have the option to select how many days before we send the reminder email and how often to repeat it. This is challenging when our survey is only out for 2 weeks and this limits when we can send it out. Ideally, it would be nice to be able to see the exact date when the reminder emails will be going out and the flexibility to pick and choose the date we want the reminder emails to go out. Thanks!  

0
J
1 day ago
D
Gainsight Employee: Shoshin
dpeckGainsight Employee: Shoshin
posted in 360 Company & Relationships

Assign Success Plan Objectives based on On-Boarding Contacts

I have a customer who would like to be able to automatically assign Objectives within a Success Plan based on (in this instance) people who are listed as on-boarding contacts in the Plan Info section. The end goal would that instead of every objective being assigned to the plan owner, there could be objectives that would be set to “solutions architect”  or “solutions consultant” and the names would be populated based on those fields from Plan Info.   

0
D
Gainsight Employee: Shoshin
1 day ago
ankitify
ankitifyGainsight Community new member
asked in Data Management & Integrations

Creating Zendesk Organization via Gainsight

Hey fellow CS Ops experts, We use Gainsight NXT Version and I would like to integrate with Zendesk in a way that as soon as I create a company inside Gainsight, An organization is also created in Zendesk. Is this possible somehow?

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ankitify
1 day ago
KristyGarrison
Shoshin
KristyGarrisonShoshin
posted in Timeline

Default the Activity Window to Maximized

we have a group of users that would definitely be more productive if they could default the activity window to be maximized when clicking “Add Activity”Is this option available somewhere that I can’t see? or should it be a feature request? FWIW: I personally like the default ‘docked’ window for a new activity - since I will often minimize it to find data that I need. I still want that to be the default, but allowing these users to change a setting just for themselves would be awesome.

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KristyGarrison
Shoshin
2 days ago
C
Shoshin
carol.hutchinsonShoshin
asked in Gainsight PX

Why can't you change the text colour and text for the Contact Me option on Surveys?

We wanted to use a coloured or dark background colour for our Surveys to help them stand out against white backgrounds in our UI. If we select the Contact Me option from Settings, we can’t change the colour of the text therefore it can’t be seen.We reviewed all the settings and the CSS but have been unable to edit the colour of the text. Is there a way to do this? It would also be useful to be able to amend the text. Depending on the survey type, the wording for this option doesn’t always meet with requirements our Data Protection and Compliance department advise we must display. It’d be great if both these suggestions could be considered as enhancements for all survey types.

0
C
Shoshin
2 days ago
owen.kingston
owen.kingstonGainsight Community new member
asked in Reports & Dashboards

Dashboard Views- count of dashboard viewed and by which user

Hi  I am carrying out a review on the dashboards within our Gainsight instance. I would like to see how many times a dashboard has been viewed over a specific time frame and by who. Does anyone know if this can be done? Thanks  Owen

2
bradleymcg
Golden Ruler
2 days ago
L
Gainsight Rookie
lpiconeGainsight Rookie
asked in Gainsight PX

Possible to present KB or Guidance from within Microsoft Online Add-in

We have both a MS Word Online and Google Doc plug-in companion with our marquee product suites.Is it possible or has anyone successfully presented In-App guidance in this scenario? I am just learning about this configuration so not entirely sure of the setup, etc.

0
L
Gainsight Rookie
6 days ago
M
mcbarthiGainsight Community new member
asked in Reports & Dashboards

ScoreCard Report: For all metrics grouped by region

I am new to the GainsightNXT and trying to build a report on scorecard like below.Would like to be build by region, measure and the average score(for all customers in relationship) for the same, . Any help in this is much appreciated.   NA LA EMEA AP Overall Measure 1 50 60 80 90 70 Measure 2 50 60 80 90 70 Measure 3 50 60 80 90 70 Measure 4 50 60 80 90 70 Measure 5 50 60 80 90 70

1
M
5 days ago
M
mvasiliadisGainsight Community new member
asked in Data Management & Integrations

Is data that lives in a Salesforce custom object editable from within Gainsight? Can a record on the object be created within Gainsight?

I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?

2
bradleymcg
Golden Ruler
6 days ago
suryanarayana
Team Captain
suryanarayanaTeam Captain
asked in Reports & Dashboards

Adoption Explorer Dashboard Default Date Range

It’s expected that this default date range sticks with what admin has set. For all users whenever they browse C360/R360 the default range should be same as what admin has set later the users can modify them as per their interest.

0
suryanarayana
Team Captain
6 days ago
V
Gainsight Employee: Shoshin
vijayasaileshGainsight Employee: Shoshin
asked in Surveys & NPS

Unable to use Boolean filed in Survey Question Logic

Hi Team, We could see the field in the Company Object  via CloudApp but could not find it in the Survey question logic  We are able to replicate the issue in our Local Tenant and seems like a limitation. Regards,Vijayasailesh

0
V
Gainsight Employee: Shoshin
6 days ago
Justin Bills
Veteran Rookie
Justin BillsVeteran Rookie
asked in Timeline

Gainsight/Gong Integration Question- Criteria for merging Gong activity and Manual Activity

Hi everyone - So I’m testing the Gong integration and so far I love it.  One thing I’ve noticed is that it feels very inconsistent to me when a Gong post merges with a manual timeline activity to create (which I’ve been affectionately calling) a super timeline activity. What is the criteria for this to happen?   Is it timing/author?  Like if the timeline activity is within X minutes of the gong call date/time and the author is the same then merge? I want to roll this out to the team but I want to be clear on how to make this happen more consistently.  What I’m seeing is that, when the merge does happen, it posts to the R360 (which is the desired result)

0
Justin Bills
Veteran Rookie
7 days ago
M
MelanyGainsight Community new member
asked in JO, Email & Notifications

Please enter a unique step name

Hello everyone. Can someone please help me to set up an e-mail? I am trying to add the e-mail template in the Program, I fill out all the required spaces but I get this message: Error Message: Please enter a unique step nameI’d appreciate any insight, help or ideas on this. Thanks. 

3
M
8 days ago
dan_wiegert
Gainsight Employee: Champion
dan_wiegertGainsight Employee: Champion
posted in JO, Email & Notifications

Email Logs -> Email Logs V2 Field Equivalency (with my notes)

Gainsight has decided to deprecate the Email Logs object in the next few months in favor of Email Log V2 For context, Email Logs is the original Gainsight email reporting object, and it lacked any external MDA lookups. It was useful for finding non-program sends, and bounce reasons, and it has quickly become one of my favorite Email reporting objects, because it can show ANY type of email send from your instance. Email Log V2 is even more effective than its predecessor - it has an expanded list of fields on its schema (a combination of Sendgrid API sourced and MDA fields plus multiple MDA lookups) that make it a much-improved analytical resource.Before I get into discussing the basics of Email Log V2, I might as well provide the following “intro to Email Reporting” disclaimer:There are two classes of email reporting objects: Program reporting and Email Reporting All Program related objects start with an AO prefix – stands for Advanced Outreach; the original name for a program. The two

2
sarahmiracle
All Star
7 days ago
J
Veteran Rookie
johnnyVeteran Rookie
asked in Other CS Features

Is there an extension we can use to view GAINSIGHT fields paths and API names?

Looking for a chrome extension or something with this functionality.

0
J
Veteran Rookie
9 days ago
P
ptaylorGainsight Community new member
asked in JO, Email & Notifications

Drill down on Filter reports in Journey Orchestrator.

Hoping to get some insight on filtering a report in JO. This program is going out to a specific set of internal contacts. A filter needs to be applied to the reports for a particular date however the filters in JO only applies to fields in the particpants source. 

0
P
12 days ago
tiffany_hui
Gainsight Rookie
tiffany_hui
asked in JO, Email & Notifications

Folder Names automatically are lower cased

I noticed that any folder name that is added to Programs lower cases the words after the first. Is there a reason for this?  

1
matthew_lind
Team Captain
7 days ago
Azad
Gainsight Employee: Rookie
AzadGainsight Employee: Rookie
published in Reports & Dashboards

Q1 2022 Release - Reporting Improvements !News

 Hey Everyone, With the Q1 2022 - We are fixing and improving a number of minor features and I am really excited to bring these minor but impactful changes to you ! ( Quick 3 min video of all the changes - watch at 1.5x speed).  EXPAND ALL / COLLAPSE ALL option is now available for Row Grouped reports (you can enable this via the settings icon on report builder screen→ grid options)     Gauge widgets with group by also support Drill down customization.(modifying the drill down in any one gauge carries over to other gauges as well) .    The KPI widgets can now display a longer length of the headline text, the Refresh and Three dot menu will be hidden away till you hover over the KPI Widget.    Heatmap Summarization is now supported !  We have made small but impactful changes to configure filters in your reports ! Emails fields can now be searched by entering email id’s as well as names.    ID values are now searchable with equals filter across number and id types Filtering for a cus

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Azad
Gainsight Employee: Rookie
7 days ago
A
amanda.caldwellGainsight Community new member
asked in 360 Company & Relationships

Display company-level contacts at the R360

Hi,When a user searches through contacts to add to a relationship, she/he wants to be able to search the company for people to add. Instead, when searching, all people in our Gainsight instance are displayed which makes it hard to sort through and find the existing client contact.Steps to reproduce: Go to an active R360 → Contacts → click + Person button → Search for an Existing Person → type in partial name → click Search → notice all names from company person display (not just ones tied to the company) making it hard to find the right contact.Is there a way to configure this or do I need to submit a product idea?

0
A
12 days ago
J
Veteran Rookie
johnnyVeteran Rookie
asked in Surveys & NPS

When making reports on the AO Emails object, we can't see the account name associated with the contact

The AO Emails being a Standard object, is not configurable to include a lookup field to the Account object. These are the only two lookup fields present on that object.  How can we achieve the desired result to show the contact name, side by side with the account name?

1
bradleymcg
Golden Ruler
12 days ago
Chandan Devanga
Gainsight Employee: Shoshin
Chandan DevangaGainsight Employee: Shoshin
posted in Reports & Dashboards

Incorrect formula properties in summary line on Row enabling in Reports.

Incorrect formula properties in summary line on Row enabling in Reports. as shown in picture 2.Picture 1:The Field Email Open Rate is calculating using formula EMAILOPENCOUNT/EMAILSENDCOUNT.Picture 2:On row enabling on Company Name the summary line highlighted in bold font as shown in below picture. By default date and string fields are counting up where as numeric fields are summing up.In this case, if we are using any formula fields on numeric datatype the same formula properties are not considering for summary line. Which is giving misinterpretation as Email Open Rate for total Company resulting to incorrect value 360.89% but it should be 28.28%.Please consider this enhancement/fixing the error below on consider the same formula properties for summary line numeric fields on row grouping. 

2
Chandan Devanga
Gainsight Employee: Shoshin
12 days ago
F
Shoshin
FernandaShoshin
asked in Gainsight PX

Filters in the integration with PX and Slack

It would be ideal to be able to filter the answers of our survey in the integration that exists with PX and Slack, through which we receive notifications every time someone responds to our survey.  For example in Slack we would like to be able to filter only the "Detractors" who are "Admin" users. For now we can only select to receive all responses, but there is no option to filter and this would be ideal in order to take more immediate actions depending on the user type who is answering.  In our specific case we would like to receive notifications when they are Admin users since they are the people who have more access to our tool.  

0
F
Shoshin
12 days ago
J
Veteran Rookie
johnnyVeteran Rookie
asked in Gainsight PX

Where does the Load to Customers write data in GAINSIGHT sfdc version?

Hello, I am unable to find an object called Customers in Gainsight I found this piece of documentation which states: 

2
Sashank Goparaju
Gainsight Employee: Shoshin
12 days ago

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