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SebastianGainsight Product Manager

Sending an automated email campaign

Automated emails are ideal for: Onboarding emails (eg. an email flow that sends after 7, 14 and 30 days) Reactivation emails (eg. an email to users that haven’t been active for more than 30 days) Promoting certain actions (eg. an email to new users that haven’t joined a group yet) Publishing an automated campaign means that the email will be sent to a user once they match the criteria for this campaign after publishing. We will check the filters every hour. Users will only receive the automated email once during the lifetime of an automated campaign (so not every time they match the criteria).Creating an automated email Select the Email Type Select Automated as the email type Create the email itself Create a subject for the email (max. 256 characters) Create the body of the email Select recipients You can apply one or a combination of the following filters: Primary role Custom role Last activity Registration date You need to apply

39930

3 minutes ago

JulianGainsight Employee: ACE

Emails

Guide to all variables in notification emailsGuide

With variables, you can enrich the user experience by including e.g. the username or the name of a topic. They are also essential as each notification will include different urls to content etc. You can even preview snippets of content directly within the mail! In this guide, you will learn about the different variables which you can use in each of our notifications. Important:Make sure to test changes on your staging environment first before updating on production Variables are not universal - each notification email supports only the variables listed It is not mandatory to use variables - however we recommend to use them You can also use variables in hyperlinks (e.g. {url} as the url within {title} to make the topic title clickable) Below, you will find for each email notification mail that exists. Just click on the spoiler for each notification and you will see:Email subject variables Email body variables Activate account This notification is sent right after the registration form h

191643

42 minutes ago

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Thursday US Admin Office Hours (CS Platform): May 2, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello everyone!This thread is for our upcoming Thursday Admin Office Hours session on Thursday, May 2, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm 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):Thursday, May 2, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09 Meeting ID: 955 6488 6548Passcode: 296864 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/aeD4b4SdoB

1 hour ago

Anonymous

Customer Communities (CC)

Introductions widget - adding hyperlinks

Has anyone found a way to add links to the text in the Introductions widget?We’d be interested in using this and replacing our current use of quick links but can’t seem to figure out a way to do this.

1 hour ago

EveShoshin

Customer Communities (CC)

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.

3 hours ago

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

4 hours ago

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EveShoshin

Customer Communities (CC)

How do I add new users?

How do I add users?

2 hours ago

security_lionTeam Captain

Customer Success (CS)

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

3 hours ago

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?

7 hours ago

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.

9 hours ago

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?

1 day ago

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”?

1 day 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

1 day ago

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

1 day ago

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

1 day ago

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Guide to all variables in notification emailsGuide

Ability to move comments on Product UpdatesOpen

Ability to associate timeline entry to Success PlanOpen

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

Scorecard Widgets are not Screenreader accessibleNew Idea

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