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Horizon Rules Community Group - JOIN NOW!

We are excited to announce the creation of a Community Group dedicated to discussing the latest updates and developments of our Horizon Rule...
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sshroff
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July 17th Horizon/Bionic Rules NEW Timeline

After much consideration on the level of support that we want to offer to Admins related to transitioning to Horizon Rules Engine, we have d...
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Gainsight Community Product Ideation Guide

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565 Posts

emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Service Incident - Cockpit Chatter: New Editor Overwriting Pre-filled CTA Details

[b]SUMMARY[/b] Salesforce has introduced a new editor in Chatter which is causing the pre-filled information from the CTA to be removed when you start a Chatter post from a CTA in Cockpit or C360.  The Gainsight team has identified a solution for this issue and will provide a fix as soon as testing is complete.  [b]UPDATE [/b] October 15, 2015: This issue has been resolved within patch release 4.33.2. This patch has been pushed to all customers who are not on our opt out of auto upgrade list.  [b]FOR MORE INFORMATION[/b] Please subscribe to this article for regular updates until the issue is resolved. If you have questions about this issue, please open a ticket with us by sending a note to [url=mailto:support@gainsight.com]support@gainsight.com[/url].

261
emily_mcdaniel_629a86
Gainsight Employee: Champion
7 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Product News

October Release 4.33 is Available

The October release is live in your Gainsight org. Here's a summary of the enhancements available: [list] [*]Attach Reports in Copilot while sending an outreach (beta) [*]Playbook Permissions: Admins can manage which users have edit/create/delete access to Playbooks. All users will continue to have full access to playbooks until the Admin modifies their permissions. [*]Transactions: see Timeline view and Reports in the Transactions section [*]Sponsor Tracking: new URL search feature for locating LinkedIn contact information [*]Dashboard filters can be released [*]Success Plan Objectives: available in Cockpit Operational Reports and the C360 Summary section, and for reporting by CTA Type in Reports 2.0 [*]CoPilot Power Lists can be cloned [*]C360 Attributes section is more customizable and attribute fields can be marked editable for end-users [*]Chatter editor for CTA chatter posts now preserves special formatting (bold, italic, underline, etc.)[/list]For more information, please read

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lila_meyer
Gainsight Employee: Grand Slammer
7 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Service Incident - Copilot Survey Responses - October 2, 2015

[b]SUMMARY[/b] As of [b]October 2, 2015 CDT[/b], we are investigating the following service incident: We are currently investigating reports of survey responses from surveys sent via copilot not being captured. This appears to be an issue only if you have account sharing set to private in your Salesforce Organization and the user "Site Guest" Default External Access is set to Private.  As a workaround for now, you can change the permission settings on user Site Guest User from Private to Public so that the user has Account visibility.  [b]FOR MORE INFORMATION[/b] Please subscribe to this article for regular updates until the issue is resolved. If you have questions about this issue, please open a ticket with us by sending a note to [url=mailto:support@gainsight.com]support@gainsight.com[/url].

422
lila_meyer
Gainsight Employee: Grand Slammer
7 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Product News

September Release 4.32 is Available

The following are some key enhancements in Gainsight Version 4.32 released September 17, 2015. With this release, Gainsight offers: [list] [*]Zendesk integration enables ticket syncing and reporting from Gainsight, as well as linking tickets to Risk CTAs [*]Support for file attachments in CoPilot emails, plus the option to include multiple links to a survey within an email [*]Improved Rules Engine interface to more easily search for and manage rules [*]Sponsor Tracking provides better tools for managing deleted contacts [*]Success Plan Objectives are available for filtering and grouping in the Cockpit List View[/list] Click [url=https://support.gainsight.com/hc/en-us/articles/209931527-Release-Notes-Version-4-32-September-2015]here[/url] to read the complete release notes. 

495
lila_meyer
Gainsight Employee: Grand Slammer
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Service Incident: Unplanned sFTP Outage - September 3, 2015

[b]Start date of incident:[/b] 9/3/15, Around 4pm CDT [b] End date of incident:[/b] 9/3/15, 11:25pm CDT [b]Description of incident:[/b] sFTP Outage [b]What was the impact:[/b] Customers who had jobs set up to transfer data to MDA during the outage received a "connection refused" message [b]Next Steps for Affected Customers: [/b] Repost files and notify us to trigger their load or send the missing data in the next load [b]FOR MORE INFORMATION[/b] Please subscribe to this article for regular updates until the issue is resolved. If you have questions about this issue, please open a ticket with us by sending a note to [url=mailto:support@gainsight.com]support@gainsight.com[/url].

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emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Product News

Release Notes: Version 4.31 August 2015

The following are some major enhancements in Gainsight Version 4.31 released August 20, 2015. With this release, you can now:[list] [*]Send Gainsight Surveys via CoPilot email
 [*]Create Relationships to manage customer relationships at a more granular level
 [*]Create Success Plans for individual customers, with objectives and tasks for a specific timeframe to drive the success of the customer
 [/list]Click [url=https://support.gainsight.com/hc/en-us/articles/207268518-Release-Notes-Version-4-31-August-2015]here[/url] to read the complete release notes. You can also watch and share this 5-minute video introducing Success Plans! [video]https://player.vimeo.com/video/136658740[/video] [url=https://vimeo.com/136658740]Intro to Success Plans[/url] from [url=https://vimeo.com/gainsight]Gainsight[/url] on [url=https://vimeo.com]Vimeo[/url].

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lila_meyer
Gainsight Employee: Grand Slammer
8 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Product News

New Training Video: How a Gainsight CSM Uses Cockpit

In this 9-minute video, you'll hear Gainsight's own Customer Success Director, Elaine Cleary, share her tips and best practices for using Cockpit and CTAs to get organized, take action, and manage her workload. [video]https://player.vimeo.com/video/135888814[/video]

610
lila_meyer
Gainsight Employee: Grand Slammer
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Release Notes: Version 4.29 July 2015

The following are some major enhancements in Gainsight Version 4.29 released in July, 2015. [list] [*][b]Cockpit Updates[/b][list] [*]The Playbook now includes the option to skip weekends on task due dates. Earlier, by default, all weekends were skipped. Your existing Playbooks will not change.[/list][/list][img]https://mail.google.com/mail/u/0/?ui=2&ik=0c840624dc&view=fimg&th=14e977d1e06ca926&attid=0.1&disp=emb&realattid=49db9efd-74a8-903d-3ccd-6c5c214deb4f&attbid=ANGjdJ-twWlul0y5Lih4rmjoBP1FWRg9hamlvBya8T47_3NXVXkI6zGLpY6JkyAFxq3TIpfKhUqwcZmzRrAImnP_i1rzrfgJjrSuzZ-kY-Gg0NmzHdgH_nzEE9dd9YA&sz=s0-l75-ft&ats=1437060640827&rm=14e977d1e06ca926&zw&atsh=0[/img] [list] [*][b]Mobile App Updates[/b][list] [*]We have addressed some issues reported about the Mobile app. The updates include the ability to add tasks to a CTA and the ability to correctly view comments in the CTA, among others.[/list][/list][list] [*][b]CoPilot Updates[/b][list] [*]Y

130
emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Service Incident - C360 Summary Fields Are Blank - June 18, 2015

[b]SUMMARY[/b] As of [b]June 18,[/b][b] 2015 9:15am CDT[/b], we are investigating the following service incident: We are currently investigating reports of Customer 360 Summary fields showing as blank. Upon logging in post 4.28.1 release today some customers have reported seeing this issue.  [b]June 18, 2015 10:50am CDT:[/b] We have identified the root cause of the issue. We are working to package the fix and ship to customers once testing has been completed.  [b]June 18, 2015 3:00m CDT:[/b] This issue has been resolved within patch release 4.28.2. This patch has been pushed to all customers who are not on our opt out of auto upgrade list.  [b]FOR MORE INFORMATION[/b] Please subscribe to this article for regular updates until the issue is resolved. If you have questions about this issue, please open a ticket with us by sending a note to [url=mailto:support@gainsight.com]support@gainsight.com[/url].

392
emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Release Notes: Version 4.28 June 2015

The following are some major enhancements in Gainsight Version 4.28 released in June, 2015. [b]Administration [/b][b] [/b]The following enhancement has been made under the Administration tab. [b]Enhancement Location[/b]: The Administration tab [b]Enhancement Description[/b]: The [b]Sponsor Tracking[/b] BETA tag is removed. [b]Cockpit[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/380707/1/rendered/46cbdccb-3948-4d31-87db-c0d0152b702a.png][img]https://s3.amazonaws.com/screensteps_live/images/gainsight/380707/1/rendered/46cbdccb-3948-4d31-87db-c0d0152b702a_display.png[/img][/url] The following enhancement is made in Cockpit. [b]Enhancement Location[/b]: [b]Cockpit > [/b][i][b][Click on a CTA][/b][/i] [b]Enhancement Description[/b]: With the help of chatter, you can now tag a user or a group using the @ sign inside a CTA. [b]Copilot[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/380707/1/rendered/2c3b78ce-9c28-46bb

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emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Service Incident - Usage Graph Not Remaining Sticky - May 21, 2015

[b]SUMMARY[/b] As of [b]May 21, 2015 9:00am CDT[/b], we are investigating the following service incident: We are currently investigating reports of Customer 360 Usage Graph options not remaining sticky. Upon logging in post 4.27 release some customers have reported that the usage options they picked previously were no longer selected. After selecting the correct options they are not always remaining sticky when moving from customer to customer.  [b]May 22, 2015 2:30pm CDT:[/b] We have identified the root cause of the issue. We have a fix available in our testing environment and plan to push to customers just as soon as testing is completed. Target date is Monday. [b]May 26, 2015 10:00am CDT:[/b] This issue has been resolved within patch release 4.27.1. This patch has not been pushed to all customers but will be pushed to customers who have reported this problem. If you would like your org to be upgraded please submit a ticket to [url=mailto:support@gainsight.com]supp

473
dariabrainerd
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Release Notes: Version 4.27 May 2015

Version 4.27 release of Gainsight includes the following features, enhancements and bug fixes: [list] [*]Copilot [*]Customer 360 Sections Enhancements [*]Connector Enhancements [*]Product Transactions (LRM 2.0) [*]Reporting Enhancements [*]Rules Engine Enhancements [*]Survey Enhancements [*]Cockpit Enhancements [*]NEW Salesforce Components[/list] [b]Copilot[/b] The Copilot feature helps you to communicate with your customers in a personalized way using predefined templates and tokens. In addition to this, it also provides communication analytics that helps you to modify the strategy for effective communication. [b]Feature Highlights[/b]: [list] [*][b]Power List[/b]: You can create a power list (list of emails or contacts) that gets automatically refreshed as per your requirement (Powered by Rules Engine). [*][b]Email Templates[/b]: We have designed a few email templates for you. This will allow you to establish a quick email communication with your customers. Moreover, you can crea

10
emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Release Notes: Version 4.25 April 2015

Version 4.25 release of Gainsight includes the following features: [b]CS360 Sections Enhancements[/b] [list] [*]Embedding Page/URL[/list] [b]Integration Enhancements[/b] [list=1] [*]Gainsight Data Loader Enhancements[list] [*]UI Enhancements [*]Data Load Configuration[/list] [*]Google Analytics and mixpanel [*]Execution History Enhancements [*]Data Load Configuration [*]Usage Analytics[/list] [b]Rules Engine Enhancements[/b] [list] [*]Rule Cloning [*]UI/UX Changes[/list] [b]Salesforce Components Introduced in Version 4.25[/b] [list] [*]Visualforce Page[/list] [b]Issues Addressed[/b] [list] [*]Reporting [*]Rules Engine [*]Cockpit [*]CS360 [*]Engagement [*]Multiple Modules[/list]Here is a short video to walk you through some of the key features from the March and April Release:  [video]https://player.vimeo.com/video/125074342[/video] [url=https://vimeo.com/125074342]Gainsight: March + April Release Overview[/url] from [url=https://vimeo.com/gainsight]Gainsight[/url] on [url=

760
emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

Release Notes: Version 4.24 March 2015

[b][/b]Version 4.24 release of Gainsight includes the following features: [b] [/b] Rules Engine Enhancements [list] [*]Calculated Fields [*]Load to SFDC Object or MDA Subject Area [*]View Number of Salesforce API Calls per Rule Run [*]Improvements in Rule Result Email Attachment[/list] Reporting Enhancements Survey Enhancements Cockpit Enhancements [b]Rules Engine Enhancements Calculated Fields[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/329034/1/rendered/64524bd7-f57a-43f9-9390-e56c2f628667.png][img]https://s3.amazonaws.com/screensteps_live/images/gainsight/329034/1/rendered/64524bd7-f57a-43f9-9390-e56c2f628667_display.png[/img][/url] The option to Add Calculated Field has been added to the Rules engine and can be used to add a new calculated field to be used in a rule on the fly. Add Calculated Field in Rules Engine might be used to: Add a new field that is a rolling average of last 7 days of a usage measure. [list] [*]If the rolling average crosses

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emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Product News

February Release - Version 4.23

Version 4.23 release of Gainsight includes the following enhancements:  [list] [*]Cockpit Enhancements [*]Reporting Enhancements [*]Success Snapshot Enhancements [*]Surveys Enhancements [*]Rules Engine Enhancements[/list]To read the detailed release notes click [url=https://support.gainsight.com/hc/en-us/articles/204107328-Release-Notes-Version-4-23-February-2015]here[/url].

503
elizabeth_osso
8 years ago

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