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lisa.mirthGainsight Employee: Team Captain

Admin Training Corner Series - Resources

Who, What, Where??? If being a new Gainsight Admin has you a bit overwhelmed and feeling like you’re drinking from the firehose, I wanted to share some resources to help you get organized. First, let’s start with Gainsight University. 🎓 As the name implies, GS U has lots of learning content across the entire Gainsight platform for everyone from new end users to admins to leaders. Here you can also find information on Certifications and our Live Training Events! We offer a variety of Live Training Events including Admin Instructor Led courses on our top features as well as training on other products. Additionally, here are some Practice Exercises you can try out. Contact training@gainsight.com for a training environment to safely practice and feel confident before configuring in your own environment.Speaking of Certifications… if you’re working on Gainsight Admin Level 3 Certification, there is an Admin Certification Office Hours where we discuss the exam content, format, and s

21710

3 minutes ago

AnitahgChampion in Training

Product Ideas in private communitiesNew Idea

We would like to add Product Ideas pages to selected private communities. Use case: certain key customers and partners develop solutions they can not share with others. Can we set that up in the community section please? @olimarrio would you have any insights to share please?

3 minutes ago

lisa.mirthGainsight Employee: Team Captain

Beginner Admins in Training

Quick Tip: Multi-Select Reports from List View

When selecting reports from a List View, you can multi-select all the reports in the same page by checking the first one, scrolling to bottom, and then shift clicking the last one. This will select all the reports in the range.Once all are selected you can easily uncheck any that should not be included.Thanks to our amazing admins for pointing out the time-saving effort of this quick tip! @wayne_baker and Sarah Miracle!

20 minutes ago

katepalliGainsight Employee: Rookie

Customer Success (CS)

Unable to add/ edit fieldsin scorecard fact objects.

Hi Team,We are unable to add/ edit fields in the scorecard objects. We could see Add/ edit option and also it is showing as standard objects. When we try to edit any fields and click on update its showing as “database operation failed. Contact support”. Could you please make the Add/ edit field option as grayedout or change the field type to system to avoid the confusion for the customers.@ChiragJ

25 minutes ago

SudhanshuGainsight Employee: Team Captain

Guides, tutorials and learning material

Getting Started with Custom Pages

Custom pages are separate pages that can be created and linked to from anywhere. For example, link to persona pages from the homepage using quick links or add a link to the custom page in the mega menu. Custom pages are not included in any section or topic. Instead, they have their own URLs that you can use to direct users to. When you create a new page, you can give it a unique URL.Custom pages can be created from scratch and linked to anywhere in your customer hub or any other web page or application. You can, for example, use custom pages to create unique landing pages for your customer hub or even new pages to embed content from sources other than inSided.Creating a Custom PageYou can create a custom page from the control environment under Platform. In your control environment, click Platform in the sidebar and select Custom Pages. Click Add Page in the top-right corner. Add Name, URL slug, visibility permissions and SEO metadata. The URL of a custom page follows this pattern

100211

25 minutes ago

smarepalliGainsight Employee: Rookie

Training & Certification

Gainsight Certification Leaderboard Winners - October 2023

Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during October!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in November? If you do, you’ll earn some swag. Take the certifications today! October LeaderboardLevel 3 Admin Certification:@clayfloyd (Customer) @Peddi Raju Gadi (Gainster)Level 2 Admin Certification - Reports & Dashboards:@Sripamidi (Customer) Kerry Shearer (Gainster)Level 2 Admin Certification - Journey Orchestrator:@zachlinebaugh1 (Customer) @Anusha Marada (Gainster)Level 1 Admin Certification:@prestondemaria (Customer) @Sanchita (Gainster)Gainsight End User Certification:Cindy Jiang (Customer) @Bra

843

30 minutes ago

silasramsdenShoshin

Customer Success (CS)

Case expression logic in CSV JO programs

Hi,We use this standard case expression logic in the majority of our query builder JO programs:We would like to replicate this logic in CSV JO programs to avoid the need to manually export and upload the sender name and email on the CSV file, which introduces a delay between export and trigger date, within which some accounts may have been reassigned.We know we can pull in the CSM email with calculated fields by matching on account ID:But this doesn’t allow us to configure the logic which will use the CSM email for certain segments, while using the generic email address for other segments.Is there any way to achieve this without having to maintain a separate sender email address attribute at the account level, and without having multiple JO programs? Both of these workarounds introduce too much overhead.Regards,Silas

43 minutes ago

WayneVeteran Rookie

Add a system toggle button or define the Support URL in GS UINew Idea

Give the ability to toggle GS support URL on or off in GS UIORGive the ability to define this url, pointing to us instead of GS product Support. Due to our complex environment we do not let our end users create tickets with GS itself. This is to alleviate the amount of time for our end users spend with GS support that eventually just get directed back to us anyway. So, anytime one of our end users submits a support ticket with GS, GS support redirects them to us, directly to our support page and to our knowledge pages. However, often we get end users still creating in the wrong place, this is because the support url displayed within GS platform directs to GS's support, a futile effort. If we could define this url. Then we would A) cut down on GS support tickets and B) get our end users quicker resolution times/less frustration.

1 hour ago

alyloShoshin

Ability to Bcc in Journey OrchestratorNew Idea

Currently we are able to Cc a recipient/email address when we set up a program, but we would like to request the ability to Bcc a recipient/email address. It seems obvious that we've sent an email as part of a mass send when the sender's email address is Cc'ed, so Bcc'ing would be much more subtle.

1 hour ago

kstimAll Star

C360 Summary Tab - Misleading Pop UpNew Idea

Upon logging into my Gainsight instance this morning, we noticed the rounded corners in the Summary tab of our C360 - which looks awesome by the way. My only gripe is that there seems to be a pop up that appears when hovering over any uneditable field on the Summary tab that mentions the user doesn’t have the required permissions to edit the widget data, and that they should reach out to their Gainsight admin for assistance.I find this pop up to be misleading to our end users. This message appears after hovering over uneditable fields on the Summary tab, but at least for us, these fields being uneditable was intentional. In this case it’s not a permissions issue - they can’t edit these fields simply because we’ve marked them as uneditable.Is there any way this pop up can be updated to more clearly state the situation and in a more simple manner? Maybe something like “Your admin has made this field uneditable.” I can see us getting many pings from our field team on this, thinking they a

1 hour ago

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silasramsdenShoshin

Customer Success (CS)

Case expression logic in CSV JO programs

43 minutes ago

esthertrapadouxShoshin

Customer Communities (CC)

Web analytics available for InSided?

Hi! Are there plans to include some basic web/page analytics for InSided community sites?

6 hours ago

EveShoshin

Customer Communities (CC)

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.

1 day ago

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”?

2 days ago

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

2 days ago

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Product Ideas in private communitiesNew Idea

Add a system toggle button or define the Support URL in GS UINew Idea

Ability to Bcc in Journey OrchestratorNew Idea

C360 Summary Tab - Misleading Pop UpNew Idea

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