Recently active topics

396 Posts

M
Shoshin
MelanyShoshin
asked in JO, Email & Notifications

Conditional Wait (link clicked) after a wait timer

Hi everyone!I’m reaching out for help.  My team would like to create a program this way:Email 1A Conditional wait - Link clicked up to 1 day Email 1b (if link isn’t clicked) Wait timer - 7 days Conditional wait - If Link was clicked in 1A or 1b. (the issue is here) If it wasn’t clicked - it ends the outreach Email 2a - If recipients clicked the link  This is the calculated field that was built, however, email 2A is still sent to recipients who didn’t click the link in email 1A nor email 1B Could you please guide me on a workaround for this? Thanks for your support :D 

0
M
Shoshin
5 hours ago
M
Shoshin
MelanyShoshin
asked in JO, Email & Notifications

How to build this conditional wait/calculated field?

Hi everyone!I’m reaching out for help.  My team would like to create a program this way:Email 1A Conditional wait - Link clicked up to 1 day Email 1b (if link isn’t clicked) Wait timer - 7 days Conditional wait - If Link was clicked in 1A or 1b. (the issue is here) If it wasn’t clicked - it ends the outreach Email 2a - If recipients clicked the link  This is the calculated field that was built, however, email 2A is still sent to recipients who didn’t click the link in email 1A nor email 1B Could you please guide me on a workaround for this? Thanks for your support :D 

0
M
Shoshin
5 hours ago
gunjanm
Golden Ruler
gunjanmGolden Ruler

Allow Adding System Fields for Visibility on Timeline ActivityNo Status

We often get users logging activities late, and so it appears that the dependent processes should have run, but really the creation was late and therefore the processes have not caught up yet. Petition to allow adding system fields such as “Created Date” so that users and managers have clear visibility when self-serving to determine why dependent processes seem to be out of date.

0
gunjanm
Golden Ruler
7 hours ago
L
Lisa-new userRegistered User

Support all activty types for Home calendar widgetPartially Fixed

Right now the default activity type in the calender widget is “Meeting”. Choosing another Type removes the Company entry right now. Here is the Request to support more activity types.

1
ChaseBMcVicker
Shoshin
8 hours ago
anirbandutta
anirbanduttaGainsight Community Manager
published in Lounge area

Gamechangers Community 2022 Q2 NewsletterBlog

All About PulseIt was exciting for in-person and virtual attendees and even for folks who tagged along from the sidelines on our All About Pulse area, updates, conversations and the awesome energy of Pulse2022.Pulse is the physical crystallization of what we’ve been building so far - Existing bonds were strengthened and new ties were formed that became the Community.The Product Council, New Admins, CSOps leaders, Gainsight Essentials Mentors, Pulse Academy participants and so many more groups of people celebrated together… and of course, Ned Sasso kicked it off.🥸Reminisce about your fav Pulse moments here | Access Pulse Library for all the Session content hereP.S. It is the same place where we’d be following along Pulse Europe in a little more than a month, so click ‘Subscribe’. Recently Implemented Ideas  Here are some of the Ideas that got included in the releases in the past quarter for CSand for PXLet’s have a round of 👏 for our Admins who submitted and all the Product, Engg. Sup

531
sshroff
Gainsight Employee: Shoshin
10 hours ago
B
Gainsight Employee: Shoshin
Brianna GoodrumGainsight Employee: Shoshin

Add A Count For How Many Users Dropped a Survey Engagement On The Survey ReportNo Status

it would be useful to have a count added to the Survey reports that shows how many users clicked the exit button or dropped the survey before completing it. Since Multi-Question Surveys can use branching logic it would be helpful for customers to have a quick glance to see how many users did not answer certain questions because they exited early. Adding these numbers as a drop point for each step in the survey would be visually helpful. 

0
B
Gainsight Employee: Shoshin
12 hours ago
James.Ofczarzak
James.OfczarzakRegistered User

MixMax Limitation w/ Email AssistNo Status

The documentation for the Email Assist Plug-in states: LimitationWhen the Gainsight Assist Chrome Plug-in is used along with the Mixmax chrome extension, the email does not get logged to the Timeline when the Log to Timeline option is selected while sending emails from the compose mode. As a workaround, users must go to Sent Emails and log the email to Timeline.Is there any development work planned around this limitation? Thanks,James

3
T
Shoshin
12 hours ago
M
Veteran Rookie
MelissaCVeteran Rookie
asked in Revenue Optimization

Success Plans

Can I create one success plan template that would work across all accounts or do I have to create individual ones per account? Thanks!

1
seth
Gainsight Employee: ACE
12 hours ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
posted in Lounge area

Finding a Gainsight Admin Job

I’ve talked to numerous folks who have heard about this “Gainsight Admin” thing, and have started to explore the career. Some already work at Gainsight customers, others work in operations roles beyond Customer Success, and others are looking for their first job in tech. I’ve seen all those types of people find the right role for them, and launch off successfully into this fresh career.My advice holds the same for all these types of folks:Get familiar with Customer Success Operations (CS Ops) in general, which is the team where a Gainsight Admin role often sits Stay up-to-date with the latest in CS Ops Learn about how to make the transitionExplore the jobs that are currently open at bit.ly/CSOpsAdmRoles

0
seth
Gainsight Employee: ACE
12 hours ago
M
Veteran Rookie
MelissaCVeteran Rookie
asked in Reports & Dashboards

Report on Duplicates in GS

How do I run a simple report to see if I have any duplicates in GS?

1
TMaier
Team Captain
13 hours ago
TMaier
Team Captain
TMaierTeam Captain

Allow Additional "Managed As" Values on Company DropdownNo Status

The standard (system) field “Managed As” on Company is super useful for filtering etc, but I’ve found that my inability to add values to it has limited me in some specific cases. For instance, it would be great if I could add a “free customer” or something like that for non-paying accounts (promotionals etc) or “strategic” for one-off customers being handled by a different team of folks. This would keep me from having to co-opt an existing field or create something brand new just to handle those few cases, and it fits the Managed As field well. Generally, being able to add / edit this dropdown would be super helpful for admins looking to further customize their instance. 

0
TMaier
Team Captain
13 hours ago
M
Veteran Rookie
MelissaCVeteran Rookie
asked in Other CS Features

Success Plan Templates

Can I create 1 universal template to be used across all my accounts?  Or do I have to create one for each account?Thanks!

1
matthew_lind
All Star
14 hours ago
M
Veteran Rookie
MelissaCVeteran Rookie
asked in Other CS Features

Duplicate Contacts

My team is in the process of cleaning up duplicate contacts on the SFDC end since it’s impacting our gs instance….  my question is, once they do that, how do I re-sync GS contacts to make sure there are no duplicates?Thanks!

1
suryanarayana
Team Captain
14 hours ago
B
BoyleCCRegistered User
asked in Lounge area

How to remove 'stage' options

Hello - I’m reasonably new to GS, and was simply wondering would someone be able to advise me how to remove stages so for talks sake: Launched, Adopting, Churn etc. How can I remove options in the stages?  Thank you in advance! 

1
suryanarayana
Team Captain
15 hours ago
sarahmiracle
All Star
sarahmiracleAll Star

Show count totals on bubble chartsNo Status

Bubble charts are a great way to visualize data, but I wish they showed the number value of the bubble chart, not just the axis label for the field value. Kind of like how pie charts show the count and the percentage, with the field value label in the axis.

2
TMaier
Team Captain
16 hours ago
revathimenon
revathimenonGainsight Community Manager
published in Lounge area

CS Ops & Admin Jobs - September Round Up

Hello friends,This month has been exciting... So many opportunities from so many companies!  A quick round-up of all the opportunities from companies that are still open for hiring: Bazaarvoice: CS Systems Analyst - Gainsight Administrator - https://bit.ly/3Lb0ob8 Tricentis: Customer Success Strategy Operations - Gainsight NXT Admin - https://bit.ly/3B8zv33 Miro: Program Manager, Digital End User Engagement - https://bit.ly/3qE6GXe Salesforce: Associate Business Systems Administrator (Gainsight Admin) - https://bit.ly/3RJq80Q Talend: Senior Gainsight Developer, CS Operations - https://bit.ly/3BFPV4c iDeals: Customer Success Operations Manager - https://bit.ly/3U7oO9y Pluralsight: Customer Success Operations Manager - https://bit.ly/3BihZt0 Zluri: Customer Success Operations Specialist - https://bit.ly/3BESow4 Zscaler: GTM Operations Analyst, Customer Success - https://bit.ly/3daMB7R Tricentis: Customer Success Strategy Operations - Gainsight NXT Admin - https://bit.ly

680
revathimenon
18 hours ago
darkknight
ACE
darkknightACE

Enable Admin to remove "Default Reason" from ANY CTA Type (including ALL)Under Consideration

Under Cockpit configuration, CTA Reason, when I select CTA Type ALL there is a Default Reason (currently set to "Activity").  I am not able to remove that/set it to blank. So, for example, if I am creating a CTA and select "RISK" as my CTA Type, the Reason defaults to Activity.  Because that is the default reason for ALL CTAs.  I don’t have a Default Reason set for “RISK” type because I want end users to select one.Because this is becoming the default Reason on EVERY CTA Type, and pre-populates, end users are failing to select the correct Reason Code.  So we have dozens of Risk CTAs with the Reason Code “Activity” I asked support if it’s possible to remove the default reason from ALL and here was the answer:I would say our team has a more strict backend change policy nowadays in doing custom changes and likely we won't' be able to avoid future issues/discovery.Although we don't have a way to set it to blank, after reaching out to the team to suggest. Is it possible to create a reason c

9
meenal_shukla
Gainsight Employee: MVP
21 hours ago
Jef Vanlaer
Champion
Jef VanlaerChampion

Allow selecting all possible Relationships in Timeline Associated RecordsNo Status

Currently, in Timeline Associated Records, Relationships can only be selected when they are under the same Company and of the same Relationship type. This is way too limiting (e.g., if you want to add an activity when you reached out to multiple accounts of the same product). We would like to be able to select any Relationship, as you are able to select any Company.

1
Chelsea.holfield
Veteran Rookie
1 day ago
benwanlessmenlo
Shoshin
benwanlessmenloShoshin
asked in Revenue Optimization

CSQL for Salesforce CPQ customers

Hello!I am looking to implement CSQLs, but Salesforce CPQ requires that upsells be treated as Amendments to existing contracts. The problem that the Amendment will automatically generate a new opportunity. So the current process with CSQL gets disrupted by the CPQ process (or else you’ll end up with duplicate opportunities and one will have to be closed)I’m curious if there is a workaround for this issue. Or how anyone else has dealt with this issue.Best,Ben W.

0
benwanlessmenlo
Shoshin
1 day ago
M
Veteran Rookie
MelissaCVeteran Rookie
asked in Other CS Features

Success Plan Implementation

Can someone please give me an idea of how long it would take to implement a success plan?  I know that is probably a vague question, but my team wants to know how long it would take to roll out?  Thanks!

1
A
Team Captain
1 day ago
tmorgan
Shoshin
tmorganShoshin

Remove Graphic from Data Design Execution e-MailNo Status

This is a small thing, but whenever you run a Data Design job it sends an email notifying you of Success or Failure. There is a large graphic of a man holding a chart that takes up most of the real estate on the email. I have to scroll down a good distance just to get to the results of the actual job. Could this graphic be removed from the message so that I can actually see the message I need to view rather than this huge graphic?

0
tmorgan
Shoshin
1 day ago
L
lilypots22Registered User
asked in Cockpit & Playbooks

What happens to deleted CTAs?

Where do they go when deleted and how can I get them back?

2
bradleymcg
Grand Slammer
1 day ago
M
Veteran Rookie
MelissaCVeteran Rookie
asked in Reports & Dashboards

Reports

If I wanted to run a report to show if there are any duplicate contacts, how would I do that?What would filter on?Thanks!

0
M
Veteran Rookie
1 day ago
K
krispilsRegistered User

success plan mandatory fieldsAcknowledged

to have the posiblity to add mandatory fields to a suceess plan

19
T
Shoshin
1 day ago
G
gatherholtRegistered User

New Funnel Unusable - Drop Downs Too SmallNo Status

Feature Match dropdown menu is too small to show longer strings.  I cannot expand it and there is no hover to display hidden text. Given the naming structure of our product features, I can no longer use Funnels with this new September’22 update.  

0
G
1 day ago

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