Unanswered questions

2941 Posts

S
swethaRegistered User
asked in Training & Certification

About gainsight admin level 1 exam

In Gainsight admin level exam, can you please provide the information about the number of questions (topic and how many questions) allotted to each topic?

2
S
4 hours ago
Wes French
Shoshin
Wes FrenchShoshin
asked in 360 Company & Relationships

URL label customization in New C360

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?

2
romain
Shoshin
20 hours ago
E
ejungRegistered User
asked in Gainsight PX

Engagement for multiple products

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?

1
D
Shoshin
23 hours ago
T
TaliaRegistered User
asked in JO, Email & Notifications

Journey Orchestrator

Hello!Is there a way to see which customers have not opened an email within Journey Orchestrator?Thanks,Talia 

1
sarahmiracle
Golden Ruler
1 day ago
anirbandutta
Gainsight Employee: Grand Slammer
anirbanduttaGainsight Community Manager
asked in Lounge area

Reported GameChanger Community notifications broken: Actively investigating

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 <community@gainsight.com>Date: Wed, Sep 6, 2023 at 12:15 AMSubject: "Add Picklist Color Outside of Reports" received a new comment on the Gainsight CommunityTo: <xyz@xyz.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

15
bradley
Grand Slammer
1 day ago
J
j2001797Registered User
asked in Timeline

Gainsight Assist: Same company name and no other identifiers

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?

4
T
1 day ago
W
Veteran Rookie
WayneVeteran Rookie
asked in Other CS Features

Success Plan Parity

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.

1
W
Veteran Rookie
1 day ago
SophieHurst
Shoshin
SophieHurstShoshin
asked in Customer Success Inspiration

Logging mid-term upsells as pro-rated or total ARR?

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

6
SophieHurst
Shoshin
1 day ago
W
Veteran Rookie
WayneVeteran Rookie
asked in Other CS Features

X-Org Parity Issue/Question

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

0
W
Veteran Rookie
1 day ago
M
matthewtrefzRegistered User
asked in Gainsight PX

PX Cookie settings

After our latest security scan we are tasked to resolve a vulnerability regarding the PX cookies lacking the HttpOnly and Secure tags. The documentation regarding cookies is a little sparse. is there a way to configure Gainsight to set these tags?

1
anirbandutta
Gainsight Employee: Grand Slammer
2 days ago
Jef Vanlaer
All Star
Jef VanlaerAll Star
asked in Gainsight PX

Open an engagement immediately after another one is finished or closed

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?

4
Jef Vanlaer
All Star
2 days ago
E
EmmettNRegistered User
asked in Surveys & NPS

Need help troubleshooting a rule error message: Custom field contains Invalid value {null} for EMAIL data type

Need help troubleshooting a rule error message: Custom field contains Invalid value {null} for EMAIL data type.I have a number of email addresses being failed for this error and i dont know why.

3
S
Shoshin
3 days ago
F
Shoshin
fatima_sarahShoshin
asked in Timeline

Looking for best practices: Logging potential churn to Timeline

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.

4
matthew_lind
All Star
3 days ago
N
nburkeRegistered User
asked in 360 Company & Relationships

Can we associate a person in C360 to the R360 with ease?

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.

0
N
4 days ago
B
bryanpaulRegistered User
asked in Gainsight PX

Why is code view/editor not available in every engagement type?

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?

7
bostonjillian
Shoshin
4 days ago
K
ktorresRegistered User
asked in Timeline

Logging activity type:meeting to timeline from gcal

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.

7
matthew_lind
All Star
4 days ago
L
Veteran Rookie
lpiconeVeteran Rookie
asked in Gainsight PX

KCBot localization with different URL destinations

Has anyone solved for this scenario?Product site and help articles are localized in 20+ languages.I really don’t want to manage 20+ KC Bots just to point users to localized content, has anyone solved for auto-redirecting where you are dynamically updating the host/base url.How are people using the functionality below?https://support.gainsight.com/PX/Release_Notes/2021_Release_Notes/2_PX_Release_Notes_November_2021#Link_External_Resources_with_Javascript_Function_Call

1
L
Veteran Rookie
4 days ago
P
Shoshin
pchoeShoshin
asked in Data Management & Integrations

Newly added value to Custom Dropdown will not show up

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. 

0
P
Shoshin
8 days ago
P
prithvivihari11Registered User
asked in Rules & Permissions

{External Actions & Rules Engine}Ability to send notifications for API Errors

Hello,External Actions created can be used in Rules Engine as Actions. However, when an External API fails the rule shows ‘Success’ Status. Are there any plans to fail the rule when the API fails as well?

1
jenniferpa
Team Captain
9 days ago
O
OlyaRegistered User
asked in Data Management & Integrations

Restrict editing low volume objects

We have low volume object but only full admins should be able to edit it. It’s low volume so we able to join it with our other low volume object. Is it possible to restrict editing custom low volume objects?

0
O
9 days ago
P
Shoshin
pchoeShoshin
asked in Reports & Dashboards

Reporting - Historical Call to Action Data

We want to see how many times a CSM had a On Track status for a specific type of CTA and we want to see this YTD, is it possible to see this now? This is to help determine KPIs for our CSMs.

2
P
Shoshin
9 days ago
S
Shoshin
Simarpreet SinghShoshin
asked in Gainsight PX

KC Bot: Hiding engagements based on audiences

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?

1
JayS
Champion in Training
9 days ago
L
LizetteAkkerRegistered User
asked in Data Management & Integrations

Zendesk Explore data ingestion for SLA info

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?

0
L
10 days ago
G
Shoshin
GainsightAdmin123Shoshin
asked in Reports & Dashboards

Need an option to delete the Inactive dropdown values

Need an option to delete the Inactive dropdown values, Which is becoming an issue when we are filtering the dropdown column in the reports results in showing inactive values

4
jenniferpa
Team Captain
10 days ago
G
Ginanash99Registered User
asked in Lounge area

CSAT Survey

Trying to do a CSAT Survey and want to know if i can use an email and attach the questions?  i don’t like the choice that are under questions.  I tried to follow a PDF but doesn’t really work for me

3
jenniferpa
Team Captain
10 days ago

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