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Work Smarter Not Harder with Intelligent Automation (Day in the Life Of a CSM webinar recap)

23 hours ago

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Sai Kumar PadalaGainsight Employee: Shoshin

Exclude content in localizationNew Idea

In the PX localization of articles, Some parts of the original text should not be included in the translation. When using a contextual file. If we leave the <target> empty, it keeps the formatting (bullet points, spaces) which also should be excluded.I’ve tried to achieve this using translate=”no” and also mrk tag but it is not working as expected. Can we please enhance the localization part to exclude content along with the formatting?

gracelcShoshin

Customer Success (CS)

Filling in Blank Values when using a Query in Journey Orchestrator

Hi everyone!I'm sending a JO from the CSMs email address but for some accounts there is no CSM, so the value is null and those participants are therefore failing. Is there a way to input an email address in place of the CSM email address where that field is blank when using a query to pull participants into a Program?

hiteshRegistered User

Customer Success (CS)

[Ask from Customer] To have Tool-tip/Help-text as like in Salesforce inside Gainsight instances while using it

In Sales force we have tool-tip/help-text populates in form of "i" while adding/updating any field or performing operations. For example, we are adding the sales force field in C360 at that time customer would like to see the same tool-tip/help-text value in Gainsight. Are we planning to have such mechanism in our products? Above snapshot from my local Org. Please share your thoughts on this.

lpiconeVeteran Rookie

Product Experience (PX)

KCBot localization with different URL destinations

Has anyone solved for this scenario?Product site and help articles are localized in 20+ languages.I really don’t want to manage 20+ KC Bots just to point users to localized content, has anyone solved for auto-redirecting where you are dynamically updating the host/base url.How are people using the functionality below?https://support.gainsight.com/PX/Release_Notes/2021_Release_Notes/2_PX_Release_Notes_November_2021#Link_External_Resources_with_Javascript_Function_Call

sarahmiracleACE

Ability to create a filter for "Used In" in Report Builder List ViewDiscovery

In HA Report Builder, we can add a filter for our list view to create a filtered view of all our reports. I would love to see “Used In” available as a filter so I can easily filter the reports list to only show reports used in certain dashboards (or exclude reports not used in anything)

romihacheAll Star

Allow a "select all" checkbox (report builder, dashboard builder, rules)New Idea

I can think of several use cases for this:Organizing/deleting reports or rules, emptying the trash, restoring all contents, selecting all to unselect a few because it’s more efficient. For example, let’s say you want to move all contents from one folder to another: you select the first, the second, and then for the third, you miss the click for 1 mm, clicking outside the box. That will cause the report to open, and when you go back, all reports are unselected again. The same behaviour happens in rules engine and report builder. The other thing I would like to point out is that the order breaks when this happens, going back sets the landing page to the default view again. It would be great if the latest view set by the user was respected. Suggested addition: select all checkboxThis is a small ask but a nice win on the admin quality of life front.

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Tuesday US Admin Office Hours (CS Platform): Apr 23, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hello everyone!This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, April 23, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!Conference Details (Zoom):Tuesday, Tuesday, April 23, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09 Meeting ID: 967 5809 8131Passcode: 678844 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/azzeidOTB

EvaVeteran Rookie

Customer Communities (CC)

What is the Module and Key for phrase: By replying to a group topic, you will become a group member automatically. ?

Hello! I just discovered with my test user (registered user role) in my productive community, that there’s a (new?) phrase: By replying to a group topic, you will become a group member automatically. This phrase is not displayed for my admin user when user is not part of group:So, I gave my test user the admin role, but phrase is not editable (Edge, Chrome, Firefox):I also cannot find it in the Phrases in Control.→ What is the Module and Key for this phrase? Can someone kindly share this?Thanks!

juan.delrioTeam Captain

Data parity between sections and Data ExportNew Idea

Badges and Ranks have access to data that is not exported, for example “Likes Given” from Ranks, or any badge information.Other things I want to see:Page views per user. Failed searchesIt would be great to see this information in the data export for the Users Table.

JeppePeppeVeteran Rookie

Customer Communities (CC)

Optimizing Dynamic Content Widget for mobile

Hi!Trying to make use of the dynamic content and featured topics widget, but I’m not a fan of carousel layout when viewed on a mobile. Does anybody know a way (with custom css or other workarounds) to remove the carousel feature, and make it into 2 columns when in mobile view? We have done this with a custom html element, but it’s harder with a built in component :) How it is now: How i would like it to be: (just the layout) EDIT: Same goes for the Featured Topics Widget.

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gracelcShoshin

Customer Success (CS)

Filling in Blank Values when using a Query in Journey Orchestrator

Hi everyone!I'm sending a JO from the CSMs email address but for some accounts there is no CSM, so the value is null and those participants are therefore failing. Is there a way to input an email address in place of the CSM email address where that field is blank when using a query to pull participants into a Program?

hiteshRegistered User

Customer Success (CS)

[Ask from Customer] To have Tool-tip/Help-text as like in Salesforce inside Gainsight instances while using it

In Sales force we have tool-tip/help-text populates in form of "i" while adding/updating any field or performing operations. For example, we are adding the sales force field in C360 at that time customer would like to see the same tool-tip/help-text value in Gainsight. Are we planning to have such mechanism in our products? Above snapshot from my local Org. Please share your thoughts on this.

lpiconeVeteran Rookie

Product Experience (PX)

KCBot localization with different URL destinations

Has anyone solved for this scenario?Product site and help articles are localized in 20+ languages.I really don’t want to manage 20+ KC Bots just to point users to localized content, has anyone solved for auto-redirecting where you are dynamically updating the host/base url.How are people using the functionality below?https://support.gainsight.com/PX/Release_Notes/2021_Release_Notes/2_PX_Release_Notes_November_2021#Link_External_Resources_with_Javascript_Function_Call

JeppePeppeVeteran Rookie

Customer Communities (CC)

Optimizing Dynamic Content Widget for mobile

Hi!Trying to make use of the dynamic content and featured topics widget, but I’m not a fan of carousel layout when viewed on a mobile. Does anybody know a way (with custom css or other workarounds) to remove the carousel feature, and make it into 2 columns when in mobile view? We have done this with a custom html element, but it’s harder with a built in component :) How it is now: How i would like it to be: (just the layout) EDIT: Same goes for the Featured Topics Widget.

jevaalerRegistered User

Customer Communities (CC)

Gainsight and Confluence Integration

Hello,We are working on a customer community platform using Gainsight and we have run into a bit of a tech issue. Our company has an existing knowledge base on Confluence that we were hoping to integrate with the Gainsight platform, so people can search our Confluence Knowledge Base directly from the customer community we’re using Gainsight to build.I’ve been told that there should be an out of the box connector for us to merge/connect the two, but I’ve been unable to find it, or any documentation for it.How can we connect out Confluence Knowledge Base with Gainsight? If that’s even possible?

DannyPancratzGrand Slammer

Customer Communities (CC)

How does the Introductions Widget work?

If a user closes it, will they never see it again? What if that widget is removed and a new introductions widget is added? I’d love some documentation on this widget, but can’t really find it.

John TShoshin

Product Experience (PX)

Identifying When User Have Completed (clicked) Two or More Features

My Product Managers would like to know when Users have completed a series of tasks/steps e.g., clicked two or more mapped features.These Features are “connected” by the logical AND statement.For example, how can I get a count of Users that clicked (Feature A) AND (Feature B) AND (Feature C)? The Funnel report accomplishes this and I’ve considered it.But, the Funnel report doesn’t present its results in a line graph format, per day, per week, etc.I was hoping to create a line graph that showed ONLY the count of Users that completed the specified Features (steps). I know I can enter multiple Rules under a single Feature.I also know I can enter multiple Features under a Module.However, the Rules under a Function are logically evaluated using BOOLEAN “OR” logic.Similarly, Functions under a Modules are logically evaluated using BOOLEAN “OR” logic.For example,Suppose we have a Feature that has two Rules, Rule 1 and Rule 2.If Rule 1 is TRUE, then the Feature is TRUE (counted),-OR-If Rule 2 is

BevyProductRegistered User

Product Experience (PX)

Ability to change order of guide buttons

Hi everyoneI’m using the descriptive tooltip default template for a guide walk through. In the image you can see that I’ve enabled the Next (start) button and the Skip button. Ideally I would like to flipflop the two buttons so the Next button is on the right side. I’m unable to figure out how you could customize this. Has anyone dealt with this need before? Thanks!

VarshaAhirShoshin

Customer Communities (CC)

Email Campaign bugging out

I am trying to set a one off email campaign but it keeps bugging out on me. I tried logging out and logging back in but still the same. Any one else facing this issue today?

tfrissRegistered User

Customer Success (CS)

Gainsight CS/CC Integration without Reliance on Contact Records

The current CS/CC integration only works if there is a contact record in CS that matches the contact record in CC (matched based on email address). We do not store all of our user contacts in Gainsight CS, which makes it difficult to get value from the integration. Some ideas that may help us get value from this are:Auto-generate contacts from CC in CS Associated contacts to Companies in CS based on the email address domainAND/ORAuto-generate ‘Community Contacts’ as a new object in CS that can be used for custom reporting in Gainsight. Given the flexibility of Gainsight, this would allow us to build custom reports and/or associate contact to accounts with our own custom criteria using rules engine. It would also avoid any issues with contact management, since they will be stored in a separate object. This would help reduce our reliance on Data Intelligence and Engineering teams to build our data/reporting infrastructure. It would also allow us to incorporate community engagement and ad

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