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

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summersShoshin

Customer Communities (CC)

Embedding Survey into a Post

Hello everyone,I'm looking to integrate a forum into one of our community posts and would appreciate any insights or tips on the best way to accomplish this. Has anyone here done something similar, and if so, could you share your experience or advice on the process? Your input would be incredibly valuable. Thank you in advance!

FrankProduct Guru

Creating content

Add a Typeform Survey To Your Topic

Fancy doing some research and gathering the voices of your customers? Typeform is here to help. Adding a Typeform survey to topics is as easy as embedding a video. How To Add a Typeform Survey To Your TopicCreate a new topic (either via Control or directly in the community) In the topic Description press the Embed media icon Paste your Typeform URL and press Insert When the topic is posted your Typeform survey will now be embedded in your post.An example of a Typeform Survey in a topic can be found in this topic: Retiring the survey module - Announcing integration with TypeformIf you are unsure about how Typeform handles data security and privacy you may find the information you need in one of the following FAQ’s:What happens to my data? What is GDPR? Data portability GDPR rights for respondents What other companies do we share data with? Security at TypeformIf you don't want to store the data on TypeForm servers, you can use the Responses API to send the data somewhere else AND delete

mallenRegistered User

All About Pulse

Excited to take the stage at Pulse 2024 and talk all about Healthscoring!

I’m stoked to be going to Pulse in May and sharing our journey here at Okta on health scoring. My session is Navigating Complexity: Okta’s path to a comprehensive and saleable health score.I’ll be going through Okta’s transformative journey and deep diving through the evolution of our health score. I’ll be sharing how we set up our initial, more basic health score in Gainsight and then showing our transition to a multi-score model due to progressing business needs and digging into real world examples of our learnings from using those different scores to excel in our digital journey and to improve our CSM lead journey.Last but not least, I'll be sharing how we arrived at our Holistic Health score, where we have become more automated and scalable using such features as Gainsight’s Relationship scores to calculate product specific scores!

heather_hansenGrand Slammer

Sticky Filters in Company PersonNew Idea

Found this request that has been solved, but only by creating the Active/Inactive views. Would be good if filters could remain sticky or allow the end user to save their own views similar to Cockpit.Related ask:

heather_hansenGrand Slammer

Ability to create custom views for People sectionNew Idea

We’d like the ability to create custom views for the People section of the C360. Our use case - we have specific types of contacts that we want our teams to update frequently. Ideally, I could create a custom view named Key Contacts so that the team could just use that to get to those specific contacts. I know they can create their own filters, but that can be challenging for someone who doesn’t have a lot of experience with Gainsight’s data structure.

darkknightGrand Slammer

Company Person section should have column filtersNew Idea

Company Person section of C360 should have column filters - all I can quick search for is Name or Email, without having to go through the lengthy filter process.

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

etcRegistered User

Customer Success (CS)

What languages does the Cheat Sheet work for?

I’ve done a tentative roll out of the Cheat Sheet but noticed it didn't seem to be working for any Japanese language entries. I searched around but couldn't find a list of confirmed languages that Cheat Sheet should work for. It’s also entirely possible there are other configuration changes I need to make to get it to function for other languages.

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?

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etcRegistered User

Customer Success (CS)

What languages does the Cheat Sheet work for?

I’ve done a tentative roll out of the Cheat Sheet but noticed it didn't seem to be working for any Japanese language entries. I searched around but couldn't find a list of confirmed languages that Cheat Sheet should work for. It’s also entirely possible there are other configuration changes I need to make to get it to function for other languages.

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?

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