In the old C360, I used a string field from the Company object that contains a unique url to to our product for the particular company the CSM was viewing in C360. The unique url contains html code (see below example) at the beginning and end that caused it to display as a hyperlink with a simple and clean label ‘Login’. It worked perfectly. The CSM would simply click ‘Login’ and a new webpage would open and take them directly to the product login page for that particular company.<a href=”unique url example.com” target="_blank" >Login</a> It appears that string fields with url’s are no longer allowed in the new C360 so I had to create a new URL data type field in order to display the login url as an attribute. It’s a very long url so It’s not pretty to display it. I’m curious if there is a way to create a custom label for url’s so I can display ‘Login’ again like I had it before?
We have a couple of products that share the same add-on module. Is it possible to create an engagement that can be used by multiple products? Currently, we’ve had to create an engagement for product A. Then, we had to clone it and apply it to product B. Managing these virtually identical engagements have been a nuisance. Any tips from anyone who have a similar scenario?
Many of you reported to the Community team about this and my apologies for not being able to move faster with this.Example - The following notification Bradley forwarded to me.Pl note that platform support are looking into the issue as it does not happen with all Idea notifications.---------- Forwarded message ---------From: Gainsight Community <firstname.lastname@example.org>Date: Wed, Sep 6, 2023 at 12:15 AMSubject: "Add Picklist Color Outside of Reports" received a new comment on the Gainsight CommunityTo: <email@example.com> “Add Picklist Color Outside of Reports” received a new comment on the Gainsight CommunityHi bradley,romihache has just added a new comment to Add Picklist Color Outside of Reports (https://community.gainsight.com/topic/show?tid=46602) . Below is a preview of their post:This makes total sense and I can already think how we could leverage this too! Great idea!Click to view the full comment (https://community.gainsight.com/topic/show?tid=46602)If you don’t view the
We are in the EdTech space where a lot of our customers (School districts) may have similar district names across the country. When logging an email using Gainsight Assist and I search for the company, let’s say Fayatte County where it is one of four in the country, it wont tell me which state. What ends up happening is that we have to guess and likely logging to the wrong company. Is there a workaround besides logging the email via Gainsight Timeline directly?
Within playbooks it has the very amazing ability to clone a playbook from the global level to the Company or relationship level and vice versa. It even gives you the ability to change the CTA type incase you need to move it. Success Plans has nothing like this. You can’t clone or move templates. At the enterprise level I could have 4 different rel types that are security related and a bunch of different other products. If I am trying to keep things out of view/segmented and bring on another security product I have to manually create all the templates for my security product for my brand new one.
Hi everyone,I haven’t been able to find an answer (or maybe debate?!) to this question so hoping to get some ideas. It has become apparent that some of my CSMs are logging their mid-term upsells as the pro-rated amount in the Renewal Center, and some are logging what the full ARR would be if not upsold mid-term. I can think of arguments for both sides here:FOR pro-rated: if you log it as pro-rated that's the money actually coming in, and you'll see the NRR benefit fully at renewalAGAINST pro-rated: If you log it as pro-rated you're being penalised due to the point the customer is at in their term which isn't representative of the size of the upsellI wonder if anyone has experience either way, or can recommend the best way to do it? Thanks!Sophie
We’ve recently acquired a company and I am in the process of migrating their setup to our main GS environment. I am trying to use X-Org 2.0. The first issue I ran into, currency issue, has been resolved. However, now I am trying to migrate one simple playbook at the relationship level. I built out a bundle in X-Org 2.0 and all of a sudden I have hundreds of dependencies popping up, in reality it is like 18 for one simple playbook. I have the exact same relationship type and the CTA type is objective that certainly exists in both. There are not custom fields on the layouts so nothing needs to be synced for that. Even if that was the case explain why these need to be synced;Relationship Type Category: this playbook has nothing to do with this fieldUser Object: Why? There aren’t any custom fields?Scoring Scheme Definition: Seriously? When do playbooks have anything to do with this object/feature? I am not going to list out all my complaints. However, one of the main ones I have an issue
We want to show 2 engagements immediately after each other. So when the user finishes or closes one, the next one should directly pop up. We have added Engagement 1 is viewed more than 0 times to the audience of the second engagement, but that only shows up after the user has clicked somewhere, meaning they could move to a different screen, which we don't want. How can we solve this?
Looking for suggestions on the best way to log like a milestone or email (or anything else) on a company timeline for companies that raised a termination/downgrade request. The requests are coming from Salesforce cases and we want to have an activity log on company timelines automatically when this happens, without notifying the external customer and possibly without creating a CTA.
We have many C360 people who are are also people that should be shown in the R360. It seems the only way to get a person from one to the other is to manually add them. It would be nice if there was a way to go to the C360 and “associate” the user with more than one product that is in the R360. We use Gainsight Assist for Gmail and it’s nice to send an email and have that app ask which account you want the timeline attached to-but it only triggers that notification if you have the people in the email associated with the R360 products. Therefore, I would like to associate my people from C360 to R360 to have that Gainsight Assist functionality work consistenly.
We always customize our engagements to the extreme. We are trying to create a multi-step survey engagement but are frustrated that there isn't a code-view or edit like on traditional sliders and dialogue engagements. Namely, we want to add to the submit button or change the layout of the survey questions. Is there a reason why this doesn’t exist? Is there a way to enable it?
I’m looking to get GS to log my meetings automatically from gcal to gainsight. Is there a way to do that? I was told I could use the log to timeline email address as an invitee and it would get logged, but that is not working for me. I can log emails with it in cc or bcc, but I cant get a “meeting” to log from gcal that way.
Hello,I added a new value (Intelligence) to the dropdown and made it active but it has yet to show up as an option when I try to add an objective to a Success Plan. Do I have to refresh the data or do anything else to have this value appear?Newly Added Value = Intelligence, when I go to check to see if it’s an option for a new Success Plan it still doesn’t show up.
Problem: Our clients have an option of integrating Account A, Account B, or integrating both of them with our platform. These clients have the same plan, but showing them the same engagements in their onboarding checklist doesn’t make sense as some of them may be centered around Account A or B which the client might not have connected.Is there any way to have the same KC Bot for the same audience, but showing them different engagements based on their audience rules?I tried creating a test bot for myself with one engagement having a rule that would never trigger (set audience rule of a random email ID) and one engagement that would trigger, but I could see both of these in the KC Bot, so I assume the audience rules for engagement don’t matter.Is there any reason that the audience rules for engagements aren’t honoured and a static checklist is being shown with all engagements?
We are trying to bring Zendesk Explore fields relating to SLAs on our tickets into Gainsight, but it seems that Zendesk only allows us to schedule an email with CSV attachment - ie. cannot ge the file into the S3 bucket in an automated way. Has anyone ever experienced this issue and found a suitable work around?
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at firstname.lastname@example.org and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.