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📢 List of Articles from PX May 2022 Release

6 days ago

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hardik_motaGainsight Employee: Champion

shared in CS Product Ideas

Re-assign ownership of objective CTA's via Mass Edit

Hi Team, Currently, we won't be able to use the CTA Object in mass edit to change the owner of the objective as an auto-added filter is in place. Customer would like to be able to reassign the assignee. I know it is not on near term roadmap. But can we priortize it? Customer has to do lot of manual efforts to change each assignee. Best,Hardik

43 minutes ago

Sudipta ChowdhuryGainsight Employee: Shoshin

published in Product News

Beta Program Invitation - Integrate Multiple PX instances to your CS instance.

Hi Community Members! Hope you are doing well!Great news! We are rolling out the capability for you to now integrate your multiple Gainsight PX instances to your Gainsight CS instance; and we are actively looking for beta participants for the same! Why are we building this?The current Gainsight PX <> CS integration allows you to integrate only one of your PX instance with your CS instance. Many of you would have multiple PX instances due to various factors in your organization's journey such as mergers and acquisitions, ease of maintenance etc. By enabling the integration with all the PX instances, you can now have all the product metrics from each of your PX instances into CS and not miss out on the entire picture. What is required of me?If you have multiple PX instances and are looking to integrate all your PX instances with your CS instance, please add a comment on this post. I will reach out to you over an email with the next steps.

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1 hour ago

adrienne_longGainsight Rookie

shared in PX Product Ideas

Knowledge Center Bot Feedback Tab Customization

We've noticed that the knowledge center bot is a bit rigid in its customization options right now. We would like to be able to change the options in the Feedback tab since the current options listed aren't well suited to our needs. We do feedback through other integrations right now so we wanted to set this tab up more for customer support. Right now the only customization possible is the ability to change the name on the Feedback tab which doesn't help us much because we can't also customize the categories for the feedback to be more related to support.

2 hours ago

keith_mattesChampion

shared in CS Product Ideas

Data Designer Models from RULES

Working with many rules and building many datasets is the life of an Admin. Many times we have users ask for reporting on similar datasets. Wouldn’t it be COOL if you could automatically generate a Data Designer Model DIRECTLY from a RULE setup OR Journey Orchestrator source queries.Who’s with me????

4 hours ago

rvinnyGainsight Employee: Veteran Rookie

shared in CS Product Ideas

(JIT) provisioning or SCIM for CS

Hi,A customer is using SAML SSO via Okta to authenticate into Gainsight. So they would like to have Just In Time (JIT) provisioning or SCIM in order to automate the provisioning/de-provisioning of users within Gainsight. Please share your thoughts

13 hours ago

sdrostgainsightcomGainsight Employee: Golden Ruler

posted in Events & Office Hours

US Admin Office Hours (Tuesday session) - 05/24/22 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hello everyone!This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, May 24, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):Tuesday, May 24, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/95579728548?pwd=UGRNbnlmK2MrMFJDV3BNRzlTeERwQT09 Meeting ID: 955 7972 8548Password: 457364 For dial-in info by your location, find your local number:https://gainsight.zoom.us/u/a3hcfBNC2

15 hours ago

john_appleMVP

shared in CS Product Ideas

Enable or disable Sally for Slack from User record

Currently, in order to enable or disable Sally for a Slack user, you have go to User Management and change the dropdown from All Users to Slack > name of Workspace > then select user and click on the three dots and choose disable or enable.It would be easier to have an option within the User record to allow Sally access for Slack enabled users similar to how License Type or Permission bundle can be modified. This is far fewer clicks when updating just a handful of users to enable/disable Sally.

15 hours ago

shiv_kumar_katiyarGainsight Employee: Team Captain

shared in CS Product Ideas

tammy_cVeteran Rookie

shared in CS Product Ideas

Home "My Portfolio" by layoutAcknowledged

We can now create different Home configurations for different user roles. I was creating one for the CSM Managers, and they would like to have CSM in My Portfolio which makes sense for them, but is not needed for the CSM view. I noticed that My Portfolio is the same on all configurations. It would be helpful to be able to change My Portfolio by layout as which fields are important to show varies by role. Also, that would allow us to make some editable for some roles, but not for others.

18 hours ago

angela_domenichelliChampion

shared in CS Product Ideas

Email signature

CSM would like to import their signature as formatted in Outlook to Gainsight.   CSM wants to include in email assist templates and copilot.  

21 hours ago

sugandha14Shoshin

posted in JO, Email & Notifications

Gainsight Assist ability to add bus org IDs.

Hi,Just wanted to know if this would be a possibility or enhancement in the future? When using the Gainsight Outlook Add-in, the ability to choose the related account names that pops when linking an email, must also display the BusOrg in addition to the account name in the list to facilitate choosing the correct Account/BusOrg. Appreciate any help for the same or if this will be enhancement in future changes. Thanks

21 hours ago

lucianlutaGainsight Rookie

shared in CS Product Ideas

Email to timeline functionality attachments enhancement

Hey, Just found out that the images in one's signature are counted towards the 5 attachments limit in the email to timeline functionality. Is it possible to count only the actual attachments and take the images in signature in consideration only for the size limit? What do you think? Thanks, Lucian

23 hours ago

JPKelliherVeteran Rookie

asked in Timeline

Use CTA as rule in engagement audience

Does anyone have any idea if it is possible to use a CTA button as a rule for the audience logic? Here is our use case. We have a dialog where we want users to register for a demo by clicking on a CTA button. Once the user clicks the CTA to register for the demo, we would like to prevent the dialog from launching again in the future.

1 day ago

andybuchananGainsight Community new member

shared in CS Product Ideas

Google BigQuery Connector needs Billing Project ID

Currently, our corporate policy on Google BigQuery requires a billing project ID. The dataset that the data lives on, not many (if any) have direct query access to the Project ID. Query access is given to individuals via Billing projects. That way the compute costs can be divvied up based on who made the query. I have spoken with Support and others familiar and have been told it is not possible with the current connector / integration and must have direct query access to the Project ID provided in the connector setup. Our policy will not allow us to leverage the Connector as is due to this, and therefore requesting that the ability to specify a Billing project ID (optional) is added to the connector configuration for the Google BigQuery setup. We utilize other tools, such as Tableau which allow for this - https://help.tableau.com/current/pro/desktop/en-us/examples_googlebigquery.htm (search for “billing” on this page.

1 day ago

phaneendhar_lingamGainsight Employee: Veteran Rookie

shared in CS Product Ideas

History Tracking for MDA Objects

History tracking data is important for trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this. For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ;

1 day ago

lila_meyerGainsight Employee: Grand Slammer

published in Product Experience Best Practices

Gainsight PX In-Person Training Opportunity

On August 16 in San Francisco, the day before Gainsight’s Pulse conference, you’re invited to join us for an in-person day-long workshop focused on Driving Product Adoption and Prioritizing Your Roadmap for Growth Using Gainsight PX.Join Gainsight’s PX team, including @harshibanka @mickey @link_black @broghanzwack @ophirsw and more, for an exciting hands-on workshop focused on giving you the tools to build a data-driven roadmap, successful user enablement / onboarding experiences, and an engaging product release experience. Guest speakers will also share best practices to orchestrate a successful end to end customer journey through cross-functional collaboration. Seats are limited to maintain a highly interactive and hands-on training experience!Session Details: How Product and Customer Success Teams will Collaborate to Drive Value A few special guest speakers will kick off the day with an exciting conversation about the future role and influence that growth oriented product managers w

1 day ago

rho_ran_experianGainsight Rookie

asked in Timeline

Gainsight Assist Outlook Plugin Logging out users

We have just deployed the Gainsight Assist plugin for Outlook. We use SSO through Salesforce to log into the plugin so they must choose the Use Custom Domain to complete the login. This is working for everyone at first. Several users are getting continually getting bounced out of the plugin and need to log back in; however, when they attempt to log back in they cannot get to the window to enter the custom domain. Some users have to close Outlook and log back in. Others have to reboot. I’m wondering if the log off has something to do with Salesforce timing out, but most users are in Salesforce all day long. Has anyone else experienced this issue? I’m not sure if this is a Gainsight plugin issue or an Outlook issue. Appreciate any input anyone has to share. Thanks!Rhonda

1 day ago

scott_496fa0Gainsight Employee: Shoshin

shared in CS Product Ideas

Gong Integration - Dynamically Assign Activity Types

I have had a couple conversations with customers now where the topic of being able to dynamically assign activity types has come up. By default all activities created via the integration seem to have the activity type of Call. Customers often have KPIs wherein their team is expected to log certain type of activities at certain cadences. The request has come up that it would be nice if we were able to dynamically create the gong.io activities in the timeline with certain meeting or activity types. Not sure how that would work technically but something I think we should explore further.

1 day ago

rketharajuGainsight Employee: Rookie

shared in PX Product Ideas

Need API to update the Engagement Audience

Posting on Behalf of customer. Would love to see an API to modify the Engagement Audience just like how we have API’s for pulling the Engagements MetaData, to change the status of the engagement and change the environment.

1 day ago

kcsp

shared in CS Product Ideas

Ability to Move Timeline Activities Across Accounts

There are instances where a CSM enters a timeline activity to an account, but it was added to the wrong account and needs to move to another account. There's currently no way to copy or move an activity to another account. The CSM has to re-enter information on the correct account, and this can be a lot of manual re-entry that would be more efficient if a "copy to" or "move to" functionality existed.

1 day ago

minnarimGainsight Community new member

shared in PX Product Ideas

Could all texts be editable in the Knowledge Center Bot?

Hi, we would like to create Knowledge Center Bot in Finnish in PX (we don’t want to use xliff translation files, because we have all content ready in Finnish). Otherwise creating bot in Finnish is done well, but we can't edit two sections in the Feedback section without a xliff file: 1. Guiding texts in the text area 2. CTA-button (Submit).Could these be customizable?

1 day ago

kunal_bhatGainsight Rookie

asked in 360 Company & Relationships

People Maps Feedback

Just creating a placeholder post here in case you don't feel like creating a new post. We'll be sure to reply to comments posted here!

2 days ago

michelle_shottsGainsight Community new member

shared in CS Product Ideas

allow bulk updates to Gainsight timeline

we have a few use cases where having the ability to write to Gainsight timeline in bulk would be highly useful Examples: If a CSM leaves PatientPop without notice, we would like to bulk upload an account transition note into timeline for all of their accounts at once rather than one by one. If a CSM gives their notice, we'd like to bulk upload their account transition notes into timeline using a spreadsheet rather then have them tediously click through each account individually. When we receive a survey response from a customer to our various CSAT, NPS and product surveys, we'd like to automatically record the score/verbatim feedback into timeline.

2 days ago

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