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We've noticed that when including an MDA dropdown list field in a report, we get the GSID values when we export said report, versus the value's display name. We show the display name in the report itself, but as soon as it's exported, we get the GSID that we are unable to decode and understand the text value.
At Pulse Academy Live on April 9, Karl Rumelhart, will share more information about an exciting new product initiative called Gainsight Labs. In order to roll out some new and experimental features to customers, we're going to offer a Chrome plugin. You'll be able to try out the new features and share your feedback, which will help Gainsight to improve and iterate on new functionality before rolling it out to all users. Initially, the extension comes with the Global Timeline View, a consolidated Draft View with an option to delete stale drafts, and new Timeline Charts like Heatmap, Punchcard, and Top Contributors. Please post here if you're interested in participating in Gainsight Labs! (If you aren't a Community member yet, click the Register option in the right hand corner. Then enter your name, work email address, and setup a password. Wa-la!) [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/18994-snnqjg_inline.jpg[/img]
A customer of mine wants to be able to send reports to her boss. The use case is pretty straightforward: Right now, the exec is sent an Excel spreadsheet every Friday with a list of their accounts and key attributes. This exec does not have access to Gainsight, so simply having the exec viewing a dashboard will not work. So what my customer wanted to do is automate a report that would be sent out to the Exec. Initially, I figured this would be straightforward, only to discover that all the potential solutions solve about 75% of the use case. [list] [*][b]Send a program [/b]- Can't do this because every recipient has to be associated with an account ID. Even if the exec were assigned to a dummy account (which is apparently our suggestion?), the exec still wouldn't be able to get the report that spans across the whole customer base. [*][b]Send an outreach[/b] - At least with an outreach, you are still allowed to send to internal users without associating them to a dummy a
When I view some of the outreaches we've put together in Copilot, it seems as though we're only able to track the number of opens, clicks, bounces, etc. The way we currently track our email outreaches is by the % of unique opens, clicks, and bounces. While I could see the benefit of tracking the pure number of opens and clicks, is there no way to also track the percent of unique opens and clicks as well?
Currently, you can only view SalesForce and Gainsight Data within the "Engagement Tab" and "Usage Section" of c360. We would like to marry this data to our MDA Data. For example, we would like to see if certain CTAs close, does this raise our product adoption. Currently, the Engagement Tab and Usage chicklet in 360 provide little value with our use case.
Hello everyone!Hope everyone's safe and doing well.I've recently joined the tribe of Gainsight as a Product Manager for the Person model, Sponsor Tracking and People Maps and I'm super excited to get working on my first project, revamp of the Person Admin section that would entail:- Person Upload config C360-Person Config Sponsor Tracking Config screen Rules Engine: Load to People actions You can guide or nudge me by:- Suggesting enhancements Share pain points UX improvements Technical or functional gaps Any other feedback I'm all in for this project and ready to read every bit of info, so please attach relevant images of screens where you'd like UX improvements/links to support tickets/ customer conversation(that can be shared) or any other artefact supported on this platform. You can even write a song🙂Waiting to hear from you soon and I know you are generous.Thank you,Shilpa
In release 5.5.3 which was pushed to customers on February 22, 2016, we've discovered a bug within activities created from timeline. If an activity is created in timeline and task sync to Salesforce is turned on, the task is synced to Salesforce multiple times resulting in duplicates. [b]NEXT STEPS[/b] For now, timeline activity sync has been turned off for all customers while we are working to push out a fix for this issue. [b]FOR MORE INFORMATION[/b] Please subscribe to this article for regular updates until the issue is resolved. If you have questions about this issue, please open a ticket with us by sending a note to [url=mailto:firstname.lastname@example.org]email@example.com[/url].
I see that with the latest release, or maybe before, you can flag emails as operational and they will bypass some opt out preferences. Is it possible to use this feature in Copilot? I can only find instructions on how to use it in the rules engine. I'm honestly a little confused why you would use the rules engine to send an email also but how do I use that feature in Copilot?
I need to create a comprehensive report on active rules in the rules engine including what actions will result in the rule running and when the rule is scheduled. Is there a way to create such a report? I think I have to do this manually but would love it if that was not the case.
I need the ability to suppress the creation of CTA "B" if the customer already has CTA "A" opened. In our use case, the customer lifecycle is fairly linear, so until issue "A" is cleared up, of course issue "B" is going to be an issue because "B" is dependent on "A." (In real terms, if the customer hasn't loaded their users, for example, of course there is going to be an issue with their usage of the product.) Our CSMs do not want to see CTA "A" and "B" together. They just want to see CTA "A" ... and when that's closed out, the system can evaluate whether CTA "B" is now an issue. I've built a bionic rule that does the following: 1. Data task identifies all customers where "B" is an issue. 2. Data task identifies all customers where CTA "A" currently exists in Open status. 3. Merge task combines the two data sets, keeping only the customers that are eligible for CTA "B" and do NOT already have CTA "A" raised. Action: Raise CT
Is there an option to show hyperlinks to customer records in other systems from the C360 views? A few customers have asked for this ability. An example can be a link to Aria or an internal system. The hyperlinks already exist in the Account record in SFDC, but is there an option to also show them and make them clickable from the C360 page?
The use case here is regarding - [list] [*] Share information with Customers/Partners - Ability to share information,demonstrate value and collaborate with customers [*] Share information with other internal teams (execs)- This is someone who does not have Gainsight access(both non GS and non SFDC user) but would want to access the view generated for the customer. [/list][b]Proposed Solution[/b] There has been discussion regarding Gainsight for Customers and how Gainsight can integrate with other customer portals and authenticate end users in the past [url=https://community.gainsight.com/gainsight/topics/gainsight-for-customers]here[/url]. But there are a few use cases where you would want to share information in a adhoc basis based on the context like - A upcoming EBR Meeting, Exec Meeting with a customer, Success Plans Review with the customer post onboarding etc. The idea here is the ability to create and share layouts(C360,R360,Dashboards etc.) via links and share
Sometimes, when I am feeling lonely and not receiving any inbox alerts, I fire off a whole bunch of test-runs of rules just to know at least Gainsight still loves me :) Happy Friday everyone! PS - Please bring back email attachment rule results!!! It is such a time-saver!
Hi, has anyone else experienced a "Playbooks not available" error message, and/or a blank dropdown in the Reason field when adding a CTA? I've seen this behavior for multiple users across our org, many times, during a training and in their day-to-day. I'd love to learn if other orgs have experienced this too and how best to solve. I've asked our users to refresh, close out of and restart Gainsight, which only works sometimes. It has been disruptive to workflow as our users are updating multiple CTAs from their Cockpit. Thanks!
I am really excited about new Timeline feature but we are waiting on several improvements before we fully role it out to the team. Do you have a consolidated list of the improvements on the short term (next release) and long term roadmap?
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