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Networking at Pulse 2024 🙋

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security_lionTeam Captain

Customer Success (CS)

Best Practice for Gainsight CS CTAs when assigned owner is out of office

Hey folks, I am not a Gainsight CS admin so excuse my poor use of terminology. We have a process in which a Gainsight CTA is created. Employee Jellybean is the assigned owner of the CTA. However, Jellybean needs to go out of office.It’s my understanding that Gainsight CS has a limitation of only being able to assign 1 owner per CTA. I also believe there is no “out of office” rule that can be triggerred. How do you all handle the situation in which an assigned owner goes out of office but the rest of the team needs to pick up their CTAs? Ideally the solution would be automated and provide the new team member with notification to take action.

EveRegistered User

Customer Communities (CC)

How do I add new users?

How do I add users?

AliyaShoshin

See who voted for the idea in the control view (by email address)Discovery

When product managers review the ideas they would like to see the email addresses of who voted in the control view. That will help us understand if the voters are from the same company or not. It can be added as a field on the idea view in control environment.

Jessica.PalmerLARegistered User

Scorecard Widgets are not Screenreader accessibleNew Idea

Request to product to make scorecard widget layouts more accessible to screen readers for those that require additional software to view their software.WCAG 2.0 requirement

amasica1217Shoshin

All About Pulse

Can't wait to see y'all at Pulse! Excited to take the stage and talk more about Communities your CSMs can use!!

I am getting so excited that Pulse is just 2 weeks away! I have been attending Pulse for years virtually, but this is my second year attending in person, and as a midwestern gal, I am beyond excited to be able to take the stage in St. Louis. I have helped build multiple customer communities in my career as both an Ops professional and also a CSM, and have been a part of some really incredible communities too. I am pulling together all of my tips and tricks and telling you the insight (both good and bad) on what has helped our communities thrive and fall over the years. I am making sure to help you get tips on how to build a new community, but also how to get your CSMs involved and excited about this opportunity. Can not wait to see you & chat more!

sarah_johnsonRegistered User

Email Assist Messages - Ability to page image inlineNew Idea

When sending an email through the Cockpit / Email Assist, our CSMs often wish to include a screenshot of the customer's view in our product, to more easily guide the customer to a) what the issue is, and b) how they can monitor the issue for themselves going forward.  This is not a standard image that can be saved for easy retrieval/upload -- this is a custom screenshot, grabbed on the fly, for each customer with their unique data.  It is time-consuming for our CSMs, especially during Back To School timeframe, to have to save the screenshot somewhere, then upload into the email... they feel it's faster to use Outlook than Email Assist because they can just paste the screenshot straight into the body of the email.   Please add support for pasting images inline with your HTML editor.  Thank you!

MelissaCChampion

Customer Success (CS)

Duplicate Contacts

If we have duplicate contacts in SFDC, once we clean that up, do we re-sync to GS? Does that happen automatically?What report would I run in GS to check to make sure i don’t have any duplicate contacts?

matthew_lindMVP

All About Pulse

Global Gainsight Admin “Happiest Hours” IRL Meetup @ Pulse 2024

Back at Pulse 2024 by popular demand….it’s the Global Gainsight Admin “Happiest Hours” IRL meetup.If you’re in CS Ops, are a Gainsight Administrator, or want to hang out with the rock stars who are making it happen, you’re invited.Wednesday May 15 7:30 pm to 9:30pm CDTJust like the GameChanger and Slack communities in which many of us gather virtually, we're a little bit renegade combined with a whole lot of helpfulness, support, encouragement and laughter. So please join us in this amazing moment once a year where we can forego the screens and be a living, in-person community.Plus, there’s the group picture. Go down in history as having been there.For more details, and to RSVP, click this link.

paulvanhelmondShoshin

Customer Communities (CC)

Conversational widget not working properly

We have installed the conversational widget. Some times it works, some times it does not. Sometimes you have to wait 30 seconds after a page has loaded before we are able to open the widget.I can’t imagine this is propper behavior. Does anyone had this problem as well? And how did you solve it?We are launching the community on February 1st 2024 and wanted to add the widget as well but now we don’t and that’s a shame.

amanda.caldwellVeteran Rookie

Need a list of all scheduled reportsNew Idea

Hi,There was an issue with scheduled reports the week of 4/29/2024 where no one was able to open up reports from the email they received. In order for us to understand impact and let our partners know, it would have been great to have a report or dashboard listing all scheduled reports. With the current solution, we had NO WAY of knowing which reports were scheduled and who would be receiving them.We NEED a way to see: all scheduled reports, who is receiving them, what their schedule is and next delivery date.Example of what happened on week of 4/29/2024 is below.

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security_lionTeam Captain

Customer Success (CS)

Best Practice for Gainsight CS CTAs when assigned owner is out of office

Hey folks, I am not a Gainsight CS admin so excuse my poor use of terminology. We have a process in which a Gainsight CTA is created. Employee Jellybean is the assigned owner of the CTA. However, Jellybean needs to go out of office.It’s my understanding that Gainsight CS has a limitation of only being able to assign 1 owner per CTA. I also believe there is no “out of office” rule that can be triggerred. How do you all handle the situation in which an assigned owner goes out of office but the rest of the team needs to pick up their CTAs? Ideally the solution would be automated and provide the new team member with notification to take action.

EveRegistered User

Customer Communities (CC)

How do I add new users?

How do I add users?

MelissaCChampion

Customer Success (CS)

Duplicate Contacts

If we have duplicate contacts in SFDC, once we clean that up, do we re-sync to GS? Does that happen automatically?What report would I run in GS to check to make sure i don’t have any duplicate contacts?

paulvanhelmondShoshin

Customer Communities (CC)

Conversational widget not working properly

We have installed the conversational widget. Some times it works, some times it does not. Sometimes you have to wait 30 seconds after a page has loaded before we are able to open the widget.I can’t imagine this is propper behavior. Does anyone had this problem as well? And how did you solve it?We are launching the community on February 1st 2024 and wanted to add the widget as well but now we don’t and that’s a shame.

mbuuck1Shoshin

Customer Communities (CC)

Fetch date of user's last activity or view via API

Hello! We’re interested in pulling the last activity date and last view date of users in our community via API. Is this possible according to this Get User Activity documentation?

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.

balajibvRegistered User

Customer Success (CS)

Top 10 plus Others

Im trying to create a pie-chart where we would like to display the Top 15 accounts with case count, but group everyone else as “Other”.I know we can use “Limit” to get the Top 15. But how can I get rest of the accounts under “Others”?

CharlotteKShoshin

Customer Success (CS)

Journey Orchestrator | Personalized Links in CSV Upload?

Heya, I’ve been trying to do a bulk upload of a CSV list in Journey Orchestrator, that includes personal links for some of our customers to redeem a gift via our gifting platform (Reachdesk), and for some reason, the link isn’t uploading in the Program.I’ve ran programs with this before, and it’s the 1st time I’ve encountered this problem.I double checked the CSV, and the links appear in a text format - so no idea why they aren’t being pulled through. Any suggestions? Any changes? Ta!Charlotte

Lena H.Veteran Rookie

Customer Communities (CC)

csv Export of Segment: What is the logic behind "Last activity" & "Last visit"?

Hi,When pulling a segment csv export I have 2 columns, I don’t understand what they stand for. Q: What is meant by “last activity”?Q: What is meant with “last visit”? (Last visit is before last activity.) In the segments overview “Last activity” is defined as when someone last viewed something on the Communtiy platform: As only a few members have entered a “Last visit” timestamp. For many it is empty and I don’t understand why. The first date timestamps are years old, so it doesn’t seem like this functionality was added recently and only applies since.I have exported the csv from a segment in order to find out who registered and never came back after registration day, and we have lost early on in their Member Journey. Best, Lena

Lena H.Veteran Rookie

Customer Communities (CC)

Is there a workaround to move comments out of a product Update?

Hi,We currently have one topic in our community which we would like to escalate to the next level so it reaches our Product Team. Members are commenting EVERYWHERE the theme pops up. In order to keep an overview and being able to work on the feedback, we have clustered the different aspects the comments are mostly focusing on. We have channeled the feedback in 4 Main Threads and will merge them into ideas so that our Product Teams can work with it in Ideation.Challenge: We have a few comments on several aspects in a Product Update which we would like to add to those 4 main Threads, depending on the topic. Is there some way to do this? I am aware that this isn’t possible directly, I already voted for @DannyPancratz idea: Best,Lena

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