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tfrissRegistered User

CASE or IF Statements in Report Formula Fields

I’m trying to build a dashboard that calculates what % of our delivered emails were marked as SPAM. This is critical for ensuring the deliverability of our emails and success of our programs. I noticed that the values for the AO Email - Spam field are Yes and No. Typically in reporting tools Yes = 1 and No = 0, so you can do a formula field that counts the number of records marked as “Yes”. In Gainsight reports, Yes and No do not seem to correspond to number values. The workaround would be to write a formula using either ‘CASE WHEN’ or ‘IF’ statements. However, Gainsight does not support that either. For example: CASE WHEN SPAM = Yes THEN 1 ELSE 0 IF(CASE = Yes, 1, 0)

3 minutes ago

SanelRegistered User

Customer Success (CS)

Gainsight oAuth flow

I am trying to setup the oAuth flow, by following what is described in the following documentation:https://support.gainsight.com/Gainsight_NXT/01Onboarding_and_Implementation/Onboarding_for_Gainsight_NXT/Login_and_Permissions/OAuth_for_Gainsight_APIs#Create_Application But the problem that I encountered is that there is no OAuth Applications tab available, when navigation to: /v1/ui/usermanagement#/authentication.So the question is how do I create an oAuth app for which I could acquire the client id and client secret?

1 hour ago

kppatelGainsight Employee: Rookie

Enhancing Gainsight's Security: Advocating for Geo-blocking in Trusted IP RangesNew Idea

Hey Community,Let's talk about a hidden gem in Gainsight CS: the Trusted IP Ranges feature. While it might not always steal the spotlight, it plays a crucial role in safeguarding our systems. However, there's room for enhancement that could greatly benefit both our community and end-users alike.Imagine if instead of simply allowing specific IP addresses, we had the capability to block entire IP address ranges. This would empower Gainsight to proactively secure our applications by preventing access from potentially harmful IP ranges while still ensuring accessibility from trusted sources.Implementing geo-blocking functionality within Trusted IP Ranges would be a game-changer, elevating our security standards to new heights. By restricting access based on geographic location, we add an extra layer of defense against unauthorized access and potential threats.Let's advocate for these enhancements together and pave the way for a safer, more robust Gainsight experience. Your feedback and sup

2 hours ago

tfrissRegistered User

CASE or IF Statements in Report Formula FieldsNew Idea

5 hours ago

sfogg1234Registered User

Add verbiage to enrollment notifications that they must register for the academy before accessing courses/learning paths.New Idea

Academy registration emails and the Learning Path enrollment emails go out at the same time because they are automatically enrolled when they are added to the LMS. When they look in their email inboxes, the Learning Path notification email typically sits on top of the Academy registration email, so they end up opening the Learning Path email first and attempt to access their courses before they register, and receive an error. IDEA: Add verbiage to the standard course/learning path enrollment notification that tells them they need to register to become a user of the Academy before attempting to access courses or learning paths.

12 hours ago

sfogg1234Registered User

Add People filter by Group, and multi-select for export capabilityNew Idea

Gainsight CE: In order to provide activation details to our customer managers, add a “Group” filter to the People page, and add the ability to multi-select people to export.

12 hours ago

Hannah BaileyTeam Captain

Customer Communities (CC)

Badge as GIF

Can you have a badge that is a GIF?

13 hours ago

kcspTeam Captain

Tool Tip/Help Text for Fields in C360Discovery

For fields added to the Attributes section of the C360 (Gainsight native or from SFDC), it would be helpful to have the ability to add help text similar to SFDC to help users better understand what field uses are.

14 hours ago

dayn.johnsonAll Star

Customer Success (CS)

Best practice: scaled CSx control/visibility into email recipient subscription for recurring emails

Curious — (how) do you deal with requests from CSXs asking whether a certain user and/or organization will receive a particular email? (ex: CSM check-ins, monthly product/event newsletters, usage emails) Our current situation:Emails are sent through advanced JO using queries (multiple queries, in multiple programs). We have various opt-out options (boolean) at both the company level and person level for certain programs, and use those opt-out fields within the query to allow our CSx’s to opt users or companies out of certain communications (CSM check-ins, re-engagement programs, etc.) as required.The issue:As we’re scaling our CSM model, and are beginning to send CSM check-in emails (and other emails) to more users, I’ve been getting more and more requests asking questions such as:Will {user} receive this month’s CSM check-in? Can you pull a list of all my users who will receive {this specific} email? Did this user receive {this specific} email?THIS IS NOT SCALABLE.We’d originally cons

15 hours ago

mmayhallGainsight Employee: Rookie

Ability to Customize Participant Details on Email CopyNew Idea

When utilizing the “send Email Copy” function, there is a line on the Email Copy that include the context of the Participant’s email address and the SFDC Account Id of the Company they are associated with. It would be helpful to be able to customize these details to display information that is more relevant/helpful to the recipient of the Email Copy, such as the Gainsight Company Name as opposed to the SFDC Account Id. Thanks in advance for your consideration!

16 hours ago

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tfrissRegistered User

Customer Success (CS)

CASE or IF Statements in Report Formula Fields

3 minutes ago

SanelRegistered User

Customer Success (CS)

Gainsight oAuth flow

1 hour ago

JeppePeppeVeteran Rookie

Customer Communities (CC)

Optimizing Dynamic Content Widget for mobile

Hi!Trying to make use of the dynamic content 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.

18 hours ago

Ruqaiyah GiletwalaShoshin

Customer Success (CS)

Generating CSQL and synching back to Salesforce

Hi, Can someone please help me understand how the CSQLs generated in Gainsight can be synced back to Salesforce and map to correct fields?I read alot of articles but did not find them very helpful when it comes to syncing the data from GS to SFDC. I would appreciate if you could share a small video explaining how to sync the CSQLs in SFDC and what are the best practices for generating CSQLs in Gainsight. Looking forward to hearing from you soon. Thank youRuqaiyah

21 hours ago

rhallVeteran Rookie

Customer Communities (CC)

Has anybody seen this and found a way of getting out of it?

It seems that there is something wrong with our Community and because I have no way of checking logs, hard resetting or soft resetting, I am somewhat lost as to how to get around this. Our Product Updates Content screen shows me this error whatever I try… Since the new SSO feature was pushed out, it is impossible to log out of the admin console without shutting the whole browser down. I was thinking that this *could* be connected. But that is an assumption based on not having seen this issue before and not having needed to use this screen since the SSO feature was pushed out. We also had a few issues with the new feature when it was initially pushed out...but that was blocking us from actually getting access.If anyone has seen this and knows of a secret “click combination” (in the style of the old game console “cheats”), I’d really appreciate a heads up 😉

3 days ago

james MeenanRegistered User

Product Experience (PX)

How to set up link to external community page

My organization has an existing community site that I would like to link to in a similar way to that which is being used in the Gainsight KC bot: KC Bot LinkThe goal would be to insert an image such as the one shown above that when clicked, would lead the user to the external community site. As a new Gainsight PX user, I'm unsure how to approach this. Any help would be appreciated

4 days ago

EvaVeteran Rookie

Customer Communities (CC)

Changes in user signature in Control are not showing in public profile

Hello!I’m currently experimenting with signatures.I just realized, when I - as admin - added a signature to a user (in productive community), saved, and then deleted the signature, the signature still shows in the user’s profile:In the staging community, it’s the opposite: I added a signature as admin to some user profiles, but they do not show in their public profile. → is there a kind of time delay for updating signatures?→ is there a current problem with signatures?→ are there any signature settings which I’m not aware of? 😅PS. when I as user change my own signature in my own profile, it works. Thanks!

4 days ago

BmoyiniRegistered User

Product Experience (PX)

Multiple css selectors for a badge

We are trying to place a badge for an engagement next to an image in our header (the same image, same location). The only issue is the selector name is different in a few places.Is there a way to use more than one selector in the field below?

4 days ago

KennaRegistered User

Customer Communities (CC)

What is the best way to see every place a phrase shows up?

I want to update the phrase topic.form.type.idea.label from Idea to “Submit Idea” here:But I’m not sure if this phrase shows up elsewhere in the UI, and if “Submit Idea” will also make sense in those places. What’s the best way to see everywhere that a phrase shows up?

4 days ago

ericbmullerShoshin

Customer Success (CS)

Syncing SFDC activities to Timeline Error: [fieldName='note', errMsg='Note length should be between 1 and 32000'].

Has anybody found a way to resolve this error message (above) associated with the Notes field mapping, when syncing the Event Object, related to Account?I’m sure I have other issues as well, as I only get 3 results back, 2 of which failed due to the error message, but clearly was expecting more than this for a 60 day sync. I also note that it selected the default activity, suggesting that it couldn’t resolve the activity type.Just not sure where to begin re troubleshooting, ideas welcome! Thanks in advance, Eric

4 days ago

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Enhancing Gainsight's Security: Advocating for Geo-blocking in Trusted IP RangesNew Idea

CASE or IF Statements in Report Formula FieldsNew Idea

Add verbiage to enrollment notifications that they must register for the academy before accessing courses/learning paths.New Idea

Add People filter by Group, and multi-select for export capabilityNew Idea

Tool Tip/Help Text for Fields in C360Discovery

Ability to Customize Participant Details on Email CopyNew Idea

Customers changing the game

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