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sshroff

started this topic

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...

sshroff

started this topic

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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lila_meyerGainsight Employee: Grand Slammer

published in Product News

August + September Release News

6.17 NXT RELEASE The v6.17 release is live in NXT orgs in the EU as of August 25, and for US customers on August 29. This release includes: Gainsight Mobile now supports the C360 / R360 for quick access to customer info and logging Timeline activities on the go. (Available early September!) Success Snapshots is improved with a new test run preview, re-sizable table width columns, and a new Success Plan Overview slide option. New CX Center for analyzing customer sentiment across sources like Timeline and Surveys. Renewal Center offers a new Churn Reason chart to support your customer churn analysis. Company Intelligence is available in the C360 to monitor publicly available information and alert users to the signals that matter most. Plus, more than 20 new ready-to-use solutions in Sightline Vault, and multiple enhancements to Adoption Explorer and Renewal Center. To learn more about the NXT v6.17 release, check out the release notes and highlights video!6.17 FOR SFDC CUSTOMER

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3 years ago

mandy_majorGainsight Employee: Team Captain

posted in Product News

Accidental Email Sent From Gainsight - Oops!!

UPDATE 6/9/22 3:15CT A brief update to this thread as the investigation and resolution planning continues. Root Cause Analysis: Product, Engineering, Support and CS Operations leadership are leading this effort with syncs multiple times in every 24 hour period. Impacted Users: We are finalizing a way to request and access the list of impacted users for your organization. Communication To Date 6/7 11pm PT: Issue is identified and email queues were shut off to stop any more errant emails 6/8 5am PT: Notification posted in Global Gainsight Admins slack and Community 6/8 12pm PT: Email Notification emailed to all users who were sent the errant email 6/8 5pm PT: RCA Status Update email sent to all users who were sent the errant email 6/9 1pm PT: This Status Update to Community Page Secondary Issue with Email Notification on 6/8 12pm PT Unfortunately, due to a mistake in our process (that has now been fixed), the email introduced more confusion with diff

10 months ago

lila_meyerGainsight Employee: Grand Slammer

published in Product News

Train to Become a Certified Gainsight Admin!

Whether you’re a Gainsight Admin who’s new to the role, or a seasoned Admin, there’s a lot to gain from becoming certified!To support your learning, we also offer free self-paced elearning courses for the Gainsight CS application (for both Admins and end users!). Click here to view the course catalog, and register for courses. WHY GET CERTIFIED?Develop your technical skill set in deploying customer success programs in Gainsight. Validate your expertise to employers across industries. Keep your skills up to date with the latest releases and innovations across the Gainsight CS platform. Become embedded within the largest, most innovative customer success community in the world.ABOUT THE TEST78 multiple choice /select questions. 120 minutes $300 registration fee 24-hour cancellation policy Content covers the breadth of the Gainsight CS platform and application capabilities Other Certification PerksCertified Admins can display the Gainsight certification logo on their LinkedIn profiles, as

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3 years ago

soumitrasahuShoshin

published in Product News

Note Templates, Coming soon!

Hello Community!We need your feedback!Gainsight is introducing the most awaited Note Templates, a way to add templates in your Timeline Notes which makes it easier and faster to log Timeline activities.Key HighlightsA preview of the Template will be visible before Users apply it in the Notes. Users can modify the text from applied templates while writing the notes. Admins will be able to compose the Note templates in the Administration (Timeline). Admins will be able to align the created templates with different Activity Types. Hence, Users will apply templates available for the specific activity type they are creating.Play the video to learn more.

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1 year ago

rajyalakshmi_veleGainsight Employee: Veteran Rookie

posted in Product News

Beta Testing Opportunity - Cockpit Calendar Integration

Hi Community! We have an exciting new feature that we are getting close to release and want to do some beta testing with some engaged end users. Cockpit Calendar Integration What does the feature do: It allows CSM’s to add CTA’s to their calendar as events!! Why would they want that: CSM’s start and plan their day from the calendar. Having your important CTA’s visible on your calendar will ensure that they don’t miss any critical due dates and better plan their day. How can I choose what CTA’s get added to my calendar: Users can set a filter criteria for CTA’s to be automatically added to their calendar (Eg: sync all my Risk CTA’s due next week) or manually add them from Cockpit. What all can I do from the synced calendar event : User can navigate to the CTA in Gainsight directly from the calendar event. In addition to this, users can update CTA due date & CTA Name directly from the calendar. Also if CTA due-date’s are updated in Gainsight the calendar event in automatic

2 years ago

rakeshLets put your data to work!

published in Product News

6 steps to ensure a smooth transition to Horizon AnalyticsBlog

6 steps to ensure a smooth transition to Horizon Analytics Preparing for the upgrade to Horizon Analytics? Gainsight’s latest reporting functionality will give you and your users a simple yet powerful analytics experience. “Building reports in Horizon Analytics is much more streamlined and has easily given us a 5x increase in efficiency.” — A happy Horizon Analytics customer “I don’t remember life before Horizon Analytics! The game-changing capabilities like drag-and-drop report building and dashboards on mobile were totally worth the time to validate.” — Future you You’ll have time to preview and validate the new capabilities before you’re fully upgraded. To ensure a smooth transition, we’ve highlighted 6 key steps you can take as an admin to set yourself and your organization up for success. 1 - Review your Horizon Analytics upgrade logs — we’ve already analyzed your reports for you Look at the upgrade log that is attached to the email titled Gainsight Horizon Analytics preview e

8236

2 years ago

rahul_prayakaraoGainsight Employee: Veteran Rookie

posted in Product News

Productboard integration with Gainsight!!

We are planning to integrate Productboard with Gainsight toProvide a single source of truth on all the feature requests that a customer has shared in the C360 section Submit feature requests on behalf of the customer directly for Gainsight Enrich a feature request by giving visibility to other CSMs (tag other customers, ability to upvote or share comments)I would like to hear if this excites you? Do share some use cases on how this integration will be helpful for you. Note: Please mention if your Product team is using Productboard or any other roadmapping tools like Aha! or ProductPlan.

23 days ago

dan_ahrensACE

published in Product News

Gainsight's October Release is HERE!

6.18 NXT RELEASE The v6.18 release is live in NXT orgs in the EU as of October 6, and for US customers on October 10. This release includes: Timeline and Cockpit have been upgraded to the Horizon Experience. The Horizon Experience is Gainsight’s simple, intuitive, beautiful product experience - intended to reduce time to value and admin effort, and streamline end-user experience. The new Gainsight Assist Outlook Add-in enables you to access Gainsight email templates directly from Outlook. This feature will be available in the October Patch release. Timeline now honors Gainsight Permissions. This enables admins to control users' access to Timeline activities. In Sightline Vault, twenty new solutions are added for Customer Onboarding, Support, Customer Success Plays, and Surveys & Feedback Solution Types. Gainsight is updating terms used in documentation and in product to support a more inclusive environment. In this release, we’ve started using “Deny List” and “Allow List”

74619

2 years ago

sai_ramGrand Slammer

published in Product News

Searching in "Gainsight Go" made easy now

And a pro pro tip - if you use Chrome - add a custom keyboard shortcut just to search GainsightGo:  [list] [*]Go to chrome://settings/searchEngines [*]Add a search engine: [*]Search engine = Gainsight Go [*]Keyword = gg [*]URL = [url=https://www.google.com/search?q=site%3Asupport.gainsight.com+%s]https://www.google.com/search?q=site%3Asupport.gainsight.com+%s[/url][/list]Then in the address bar just type "gg" followed by a space and then your search string. It will automatically search just in Gainsight Go

6894

7 months ago

sshroffGainsight Employee: Veteran Rookie

published in Product News

2023 CS Ops Product Council Announcement!News

The results are in and your 2023 CS Ops Product Council is…. Keith Mattes, Rapid7 @keith_mattes Bradley Bazhaw, Splunk @bradley Thomas Maier, Tugboat Logic @TMaier Gunjan Marwah Nichani, Amplitude @gunjanm Angela Domenichelli, Athenahealth @angela_domenichelli Sarah Miracle, Newsela @sarahmiracle Victoria Barry, Alteryx @victoria_peeker_barry Zack Siegert, AuditBoard @zdsiegert Darshana Shah, VMware @darshana.shah Travis Floyd, Armis @travis_floyd Ester Memoli, Sendcloud @Ester.Memoli Alizee Levavasseur, Blue Prism @alizee.levavasseur Catherine Higgitt, Zendesk @chiggitt Syed Altamash, Coursera @syed_altamash Kristina Holbrook, Amwell @KristinaH Todd Massey, Delphix @toddmassey Jessica Vuong, WatServ @JessicaV Heather Hansen, Acquia @heather_hansen Carollynn Carlock, MCG Health @CarollynnC Huge CONGRATULATIONS to these rockstars for being nominated and selected for our second annual CS Ops Product Council and a BIG THANK YOU to all of you who submitted nominations. These highly respe

68014

8 months ago

lila_meyerGainsight Employee: Grand Slammer

published in Product News

NXT Admin Certification and v6.14.2 are Live!

Become a Gainsight Certified Administrator for NXT! And if you're on SFDC Edition, get ahead of the upgrade curve by getting certified now. Register using promo code 100FOR100 by Sept 4, 2020 and we’ll waive the regular $300 price. That’s right -- it’s free! The promo is valid for one certification attempt, so be sure to prepare using our Study Guide. Questions? Check out our FAQ or email training@gainsight.com. Good luck! All the resources you need to prepare for the Gainsight Administrator Certification for NXT: One-pager: why get certified, exam format, etc. Study Guide: resources to help you prepare for the exam FAQ: common questions about the certification process Slide for presentation to your execs or interested participants CS v6.14.2 Release is Live NXT v6.14.2 is live today. This patch release primarily contained fixes. Read all about it in the NXT patch release notes. The SFDC edition also received the patch release today, check out the SDFC release notes.

64311

2 years ago

sshroffGainsight Employee: Veteran Rookie

published in Product News

Requesting CS Ops Product Council Nominations!News

We are so excited to announce we are ready to solicit nominations for the second cohort of our CS Ops Product Council! What is the Gainsight CS Ops Product Council?The Gainsight CS Ops Product Council is a group of individuals who meet every 6 weeks to discuss trends in the CS Ops Community and advise on Gainsight Product Development. Our program mission is to elevate CS Ops Community contributors and inspire the next generation of Customer Success software and best practices with 3 key objectives in mind: Recognize, reward, and elevate CS Ops Community contributors Leverage member's knowledge and passion to advise on Gainsight Product Development Provide a positive Community example of contribution and leadership to help grow and better the CS Ops Community If you’d like to learn more about the CS Ops Council details and benefits, click here.How are selections for the Council made? For the 2023 Council and beyond, we want to be a program run “of the people, by the people, and for

6099

8 months ago

sshroffGainsight Employee: Veteran Rookie

published in Product News

Important: Bionic/Horizon Rules Update

Recently released, Horizon Rules Engine provides an intuitive experience for defining, managing, and executing Rules. This further enables data-driven decision making throughout your entire organization.Now that it’s available, we’d like to provide you with an update regarding next steps. NEED TO KNOWGainsight Admins will no longer be able to create Bionic Rules after the October release. EU & US2 Release Date: October 21, 2023 US1 Release Date: October 28th, 2023Please note that until full deprecation of Bionic rules in 2024:Existing Bionic rules will continue to function and Bionic Rules will still be able to be edited . For existing Bionic Rules, there are two options for converting these rules to Horizon: Self-Migration - With our April release, we also enabled a Rules Migration feature. This feature allows admins the ability to: Test Horizon Rules Self-migrate existing Bionic Rules to Horizon Rules View overall migration details in the Migration Logs We highly recommend yo

56311

1 month ago

dan_ahrensACE

published in Product News

Virtual Customer Advisory - Real-time Bi-directional SFDC Sync

Hi Community! We want your feedback via a live advisory session with our Product Management team What is the Virtual Customer Advisory Meeting (VCAM) about?We are designing a Real-Time Bi-directional sync capability with Salesforce through Connectors for Company and Person objects. This would help reduce the latency between Gainsight NXT and Salesforce without overriding changes in any system.During this VCAM, we would like to discuss on the followingUser scenarios or problems that should be solved with this functionality Preparation and Configuration of a Real-Time Job Intricacies of the Salesforce Account & Gainsight Company, Relationship constructs For one session (Slot 3), we will focus more on Salesforce Contact or Account Contact Relation sync to Gainsight Person, Company Person or Relationship Person Presentation of initial mocks for Job Preparation, Configuration, and Audit Logs Who is the right person to Enroll?Gainsight Admins who have experience with Account/Contact ob

53919

1 year ago

Sania AhmedVeteran Rookie

posted in Product News

Timeline API Article is Now Available!

The Timeline API article is now available on our support site.With this document, we have simplified and revised the structure of the API document to align it to the industry standards and improve readability. We plan to update the existing documents in this format to maintain consistency.Your feedback is valuable to us. We are open to any suggestions that you may have.Please reach out to me (@Sania Ahmed) if you have any queries/suggestions.Community Ask: https://community.gainsight.com/rules-permissions-15/where-is-the-rest-api-or-other-api-documentation-4527 ***Follow this post and/or subscribe to this category to automatically receive updates when new content/document/communication is posted.*** FYI @minh_phan @neelam_mukherjee @Divya @Adrian Raposo @Uzma Gani @Sneha Naranje @Bhawya Thank you!

1 year ago

CorneliaProdOps

published in Product News

Early Access - Customer Success Qualified Leads

Hi Community! We are very excited to announce the early access program for Customer Success Qualified Leads. Please let us know if you are interested to get an early access to this feature by filling this form: Link to Google Form Customer Success Qualified Leads: Given that CSMs interact with customers regularly, they’re in a good position to identify customers who want to buy more. This potential expansion, identified by Customer Success, is a Customer Success Qualified Lead (CSQL). Currently, there is no standard way in Gainsight to share this information with Sales. CTAs, Timeline entries, emails, and even smoke signals are poor options because it is difficult to track them through all the steps that lead to revenue. As a result, Customer Success teams struggle to prove their potentially significant revenue contribution.What does the feature do:Gainsight is introducing a purpose-built enhancement for logging CSQLs. Benefits include:Simplified configuration Integration with Salesfor

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1 year ago

pgeorgeGainsight Community Manager

posted in Product News

Recycle Bin : Evaluations

Hi Everyone, We are currently working on the requirements for offering a Recycle Bin in Gainsight. I need a few inputs to help me iron out the requirements: What are the most common areas in Gainsight where you accidentally delete data and need to bring the deleted items back? Would you prioritize any objects that you see accidental deletes could have a huge impact? Do let us know any other inputs you have in this regard. Thanks! Preethi

3 years ago

kunal_bhatShoshin

published in Product News

Sponsor Tracking Update

Hi, We have been experiencing issues in tracking LinkedIn profiles in Sponsor Tracking in some cases, leading to the track requests for those profiles being in the “Pending” state for longer than expected time periods. Following are the known limitations in tracking LinkedIn profiles: If special characters exist in the LinkedIn profile URLs, we will not be able to track them. URL Should not have the prefix, either "https://linkedin"; or https://in.linkedin: use the public URL found on the contacts profile (not a google search redirect link). The contact's LinkedIn URL can not be tracked if the LinkedIn profile is private or a premium member. Issues currently being faced: We are currently seeing frequent delays in tracking LinkedIn profiles when they have not been previously tracked in Gainsight, even if they do not fall under any of the known limitations listed above. Profiles stay in the “Pending” state for longer than expected time periods. We are actively working o

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3 years ago

sakumarTeam Captain

posted in Product News

New C360/R360 Beta Documentation

We recommend reading the Change Management article to learn about the new and improved functionalities in the new C360/R360. We'd love to hear your thoughts on how we can improve the following new articles:For detailed information about how to configure the new C360/R360, refer to this Admin Guide. For detailed information about end user experience, refer to the User Guide.Note: Few of the new C360/R360 articles are still being evaluated, and changes may occur before we make the new 360 experience available to all customers. For any feedback, comment on this post below.FYI @gopal_rao_kallepu@neelam_mukherjee@Sneha Naranje@Raimy Paulson@Divya@Cornelia@anirbandutta ***Subscribe/Follow this post to automatically receive updates when new content/document/communication is posted.***

1 year ago

CorneliaProdOps

published in Product News

Beta Program Invitation - Unification

Hi Community Members! Great news! We at Gainsight are actively looking for beta participants for Gainsight’s Unification feature!What is Unification?The Unification feature helps you to unify the Company and Person data from various sources to get a 360 view of your customers across business lines. Unification helps with the following data problems:Finding duplicate data: Automatically Identifying duplicates within a source, including Company & Person standard objects in Gainsight Multi CRM: Adding data from Multiple CRMs into Gainsight Unifying Related Data: Unifying custom data objects with Company data that do not have Salesforce Account ID or other External IDs already, via Exact or fuzzy matching. Automatically modelling relationships into Gainsight from multiple data sourcesPlease refer to this document or quick video walkthrough for an overview of the feature.What is required of me?Please fill our beta invitation form to express your interest for a data discovery meeting.

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1 year ago

sai_ramGrand Slammer

published in Product News

New CS Ops Mentoring & Training Resources

Gainsight is proud and excited to announce a new Mentorship Program just for CS Ops Professionals! We’ve also launched a new CS Ops Central resource page, and partnerships with SV Academy and Hire Heroes to help train and place people in CS Operations roles. Read on for more information…Mentorloop - mentoring for new and experienced CS Operations professionalsIt’s free, easy to join, and rewarding. Sign up here now! Within a week we expect to have a broad group of mentors & mentees, so that you can begin this awesome journey.For mentees, this is an opportunity to learn from others’ experiences in CS Ops, and get personalized advice on how to grow your skills and career. As a mentor, you’ll have the satisfaction of developing others for an increasingly important career path, as well as build your own coaching and people skills. We encourage you to consider signing up to be both a mentor and a mentee. Why? You likely have valuable experiences to share. Even if you’ve been in CS Ops

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2 years ago

rakesh_lingalaVeteran Rookie

published in Product News

Create CTAs and Timeline Activities from Slack

Hello Everyone,Sally in Slack now allows the users to create CTAs or post activities to Timeline, without logging-in to the Gainsight application. These Gainsight actions can be taken on any important conversation either from Direct messages or from Channels.Following are the ways users can create a CTA/post an activity: Sally Menu Slack Shortcuts Slack Slash Commands IMPORTANT: In case if you are not able to perform the above actions, reach out to your Gainsight Admin for reauthorizing your Slack workspace on the Gainsight Sally admin page.Click here (SFDC / NXT) for more information about this feature.Thanks!FYI….@rahul_prayakarao

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2 years ago

anirbanduttaGainsight Community Manager

published in Product News

Gainsight Community Product Ideation GuideBlog

Read me first if you got a need for a feature that is currently not offered or a feedback regarding the way things work, you can Submit a Product Feature Idea. 1. Search If there is already an Idea or a Discussion on the topic you are thinking about, great! Simply head over and engage on the existing Idea:Vote Up Comment on it to add to the thread, your specificsIt always helps to build on the existing engagement on a piece of content rather than trying to build it from scratch.Tip: If you spot duplicate ideas submitted, please @mention user Gainsight_Community and we will Merge the Ideas. P.S. All votes are aggregated 2. Create an Idea If you cannot find an existing Idea or Discussion that’s related to your topic, then select ‘Create an idea’ on the Ideas landing page.An Ideal Idea format:Subject: The high level objective of your Idea. Description: Details should clearly define your Requirements. Make sure to include:A clearly defined use case or business problem that is not met with

4456

1 year ago

lauren_olerichGainsight Employee: Rookie

posted in Product News

EVOLVE with Gainsight - October 6, 2022

For those joining EVOLVE with Gainsight, our Product Launch Series event, happening on October 6th, 2022, this page will be the go-to place for any comments or questions.Our product team will monitor this thread and reply to every question you have.We’ll also share the post-event survey once the event concludes to continue to improve our product launch events.

11 months ago

CorneliaProdOps

published in Product News

Gainsight's October/November Releases are LIVE!

4338

1 year ago

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