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.
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
Hey guys,I was wondering if anyone could offer any advice on how we can manage this scenario a bit better.We provide our customers with a software and we have a training team that delivers training sessions and webinars.At the moment users book via a zoom registration form, when this has been submitted our training team open a training success plan and link a pre-configured playbook.In that playbook there is a CTA called “Introduction Training” as an example, and if booked the training team will update the CTA to “Introduction Training - Booked”.Then after the training has been delivered the training team will export the attendee list from Zoom, add in the relevant GSID’s and upload the CSV to a program which sends users a follow up email with a link to their recording of the training and a feedback survey.When the follow up email is sent a CTA is created that is named “Introduction Training - Attended” that automatically closes 24 hours later.This means we can then pull a report on CT
Hi Community,I was wondering if there are any best practices for the following: You close a deal with a multi-national enterprise and successfully expand product adoption to different business units.Each of these business units would like to have their dedicated CSM, with dedicated touch points, EBRs, etc., so for sure multiple-times effort for the CSM.Of course, usually you don’t expand with an ARR multiple of 2x, so consequence is that you will have a CSM who needs to manage e.g., 4 instead of 1 customers but within a single account.Is there any best practice how to deal with these situations that you’d like to share?Best, Carsten
My CSMs would like to associate a Timeline Activity created in a customer’s C360 with a CTA that was created in the customer’s R360. Since the Associated Records search won’t find the CTA created in R360, I suggested that for future CTAs, that they initially create them in C360 and not in R360 if they want to associate a Timeline Activity created in C360.
Hello -We are experiencing issues when viewing the Error Log from the Connector jobs. We’re seeing that the file would contain header labels that are shown with System Internal Names rather than logical field labels that we explicitly define in Data Management. This creates extra steps for the end user when attempting to do any type of troubleshooting as the Internal Names are not helpful if a sync failed. Instead of field labels, it contains a code with prefix 'gsd'. There is not a way for us to make any sense of this log to troubleshoot. User would have to navigate away to Data Management and then look for the Internal Name id to match it and then find the corresponding Field label - this is poor user experience.Any idea why the headers don't reflect naming similar to Field Names? It's not good user experience to keep having to reference Data Management to find and match names with the ids.
Does anyone know how a localization file is ordered? I have used SRT files and XLIFF files in other platforms and the strings tend to be broken up in a pretty logical manner. However, when I export the XLIFF from a dialog, guide, or K-Bot, none of the strings make sense and are broken up and split all over the file. This is really frustrating my translators. <?xml version="1.0" encoding="UTF-8"?><xliff srcLang="en" trgLang="de" version="2.0" xmlns="urn:oasis:names:tc:xliff:document:2.0" xmlns:mda="urn:oasis:names:tc:xliff:metadata:2.0"> <file id="1"> <mda:metadata> <mda:metaGroup category="gainsight_attributes"> <mda:meta type="engagementId">4da76341-9da8-4173-86c0-1f1a24b8c2fa</mda:meta> </mda:metaGroup> </mda:metadata> <unit id="clearingyourbrowsercachepleasecontactcustomerservice"> <segment> <source>clearing your browser cache, please contact Customer Service. </source> </segment>
Hey everyone!One of our CSM's came to us with the question whether it is possible to transfer a status from an email to the timeline. Our CSM's distribute a Customer Health Status to customers, which can be green, yellow or red. Is it possible that the CSM's write something like "@status green" in the email and Gainsight automatically detects this status ?
Hello,I have a question about the JO program and if there are plans to enhance the conditional wait to allow us to select multiple dates for the reminder email? Currently, under the conditional wait, we only have the option to select how many days before we send the reminder email and how often to repeat it. This is challenging when our survey is only out for 2 weeks and this limits when we can send it out. Ideally, it would be nice to be able to see the exact date when the reminder emails will be going out and the flexibility to pick and choose the date we want the reminder emails to go out. Thanks!
We would like to know if it’s technically possible to build an integration to push data from Gainsight into zendesk. We are trying to keep our team in Gainsight as much as possible and recently rolled out zendesk for some of our internal teams, and would like for our CSM’s to enter data into Gainsight that then creates the tickets in zendesk. Not Sure if anyone has done this or if it’s possible but curious for thoughts!
We wanted to use a coloured or dark background colour for our Surveys to help them stand out against white backgrounds in our UI. If we select the Contact Me option from Settings, we can’t change the colour of the text therefore it can’t be seen.We reviewed all the settings and the CSS but have been unable to edit the colour of the text. Is there a way to do this? It would also be useful to be able to amend the text. Depending on the survey type, the wording for this option doesn’t always meet with requirements our Data Protection and Compliance department advise we must display. It’d be great if both these suggestions could be considered as enhancements for all survey types.
We have both a MS Word Online and Google Doc plug-in companion with our marquee product suites.Is it possible or has anyone successfully presented In-App guidance in this scenario? I am just learning about this configuration so not entirely sure of the setup, etc.
Is data that lives in a Salesforce custom object editable from within Gainsight? Can a record on the object be created within Gainsight?
I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?
Hey Guys!I have data designer fetch in this below format (Account Name, Overall Score). I want to assign them Rank using the formula. Higher the Percentage Higher the rank.How do I calculate Rank in the data Designer.I have 2000K Accounts and all have a unique score. I want the rank to not repeat for any account.This is same to the school classroom score and then ranking the students
Hi everyone - So I’m testing the Gong integration and so far I love it. One thing I’ve noticed is that it feels very inconsistent to me when a Gong post merges with a manual timeline activity to create (which I’ve been affectionately calling) a super timeline activity. What is the criteria for this to happen? Is it timing/author? Like if the timeline activity is within X minutes of the gong call date/time and the author is the same then merge? I want to roll this out to the team but I want to be clear on how to make this happen more consistently. What I’m seeing is that, when the merge does happen, it posts to the R360 (which is the desired result)
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.