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markglenwalkerShoshin

Create a setting: Auto re-assign tasks when re-assigning CTA (remove pop-up)New Idea

We have use cases when end users reassign CTAs (not mass-edit use cases).When re-assigning CTAs, end-users report that it is cumbersome to always click “yes” on the pop-up question to reassign the tasks owned by the CTA owner.Idea: Create a setting that we can enable that will automatically reassign the tasks (avoiding the need for the pop-up).I understand some companies may have use cases where there are different task owners on the same CTA. For this reason, proposing a setting that we can enable that will do the task reassignment automatically.We’ve never had a scenario when the tasks didn’t also need to be assigned to the CTA owner.

RishiBRegistered User

When will Meeting Assist be integrated with Google Meet?New Idea

Is Google already on the roadmap to integrate with Meeting Assist?

reggie_yu_gazmenShoshin

Customer Success (CS)

Outlook Gainsight Assist

We’re using Account Contact Relationship in SFDC wherein a contact can be associated to multiple accounts. There are instances wherein account names would be the same which makes it difficult for users to distinguish which account they need to log their email. It would be helpful if we could add their account number so users don’t have to guess and wrongly log it to another account. Is that doable? Thank you in advance!

sjacobi123Registered User

Customer Success (CS)

Is there a way to invert axis in chart?

We currently have a usage scoring metric where 1 is best and 5 is worst and we have created a trend chart to see usage over time. However, because we cannot invert the y axis the data looks backwards and is misleading. Is there a way to invert the axis data to show this appropriately? We are able to do this in other platforms to show correctly

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Tuesday US Admin Office Hours (CS Platform): Apr 16, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hello everyone!This thread is for today’s Tuesday Admin Office Hours session, Tuesday, April 16, 2024 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, Tuesday, April 16, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09 Meeting ID: 967 5809 8131Passcode: 678844 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/azzeidOTB

dayn.johnsonAll Star

New Dynamic JO Should Have Multiple Queries (just like older advanced JO)New Idea

This idea is very similar to this post by @alizee made during the beta period for the new dynamic JO.As the title says, there is a very popular use case for having multiple queries within a single JO program: multiple queries allow us to have a much higher level of control over the time different audiences are brought into a program, without having to calculate and rely on wait steps (and trust them not to misfire).Most of our programs in the advanced JO have multiple queries (usually three): Americas, EMEA, and APJ. We use the Global Region field to determine the send time for those recipients, as neither a timezone field nor a billing country are reliable methods of determining when to send an email, and having a CSM emailing a client in the middle of the night doesn’t lend to the idea that the CSM is emailing them.We also have some programs where we have slightly different audiences (standard support clients, premium support clients) receiving monthly check-in emails, and each of th

Moller TomaVeteran Rookie

The possibility for community members to subscribe on productsOpen

We often get the question from our community members if they can subscribe to products (product areas) since we have multiple products. Some customers want to follow specific topics about 1 or more products. In my opinion, this is a very important community b2b functionality.

amanda.caldwellVeteran Rookie

Do Not Alter Field Names in ReportingNew Idea

When I select a field that is part of a lookup table, not the native table (for example, I am building a report from Call to Action and I select fields from Company) the report builder changes the name of the field from its actual value to the table name, then the field name.This is adding unnecessary time to my day because I have to go in and remove the prefix from all of the fields. If I want to build a report w/ a bunch of Company field names, I have to go and edit each field to remove “Company” from each of the field names now. Sometimes I add up to 20 fields from the Company object.Please REVERT BACK to before when this did not occur.

kumaranbcakChampion in Training

Gainsight Home Page - Reports created from Data Designers are of no use when applying filtersNew Idea

Hello Team, I see that the Reports created from Data Designers are of no use in Gainsight Home Page. First of all the Data Designers don’t have the ability to have lookups to other objects. Due to this the reports created from Data Designers aren’t obeying the filters which are being used in Gainsight Homepage. This limitation is significantly reducing the usage of Gainsight Home Page. I understand that there is a workaround available, which is creating an Object instead of a Data Designer. But, the lookup limitations of Data Designer is the root cause for not using the DDs as widely as the rules. Also, I don’t think this limitation is mentioned in Gainsight Homepage FAQs.

bethShoshin

Customer Communities (CC)

Taking a community from private to public

We are planning on taking our community from private (customers only) to having the public be able to view content (that isn’t part of a private group or category) and only having customers be able to login and engage.Has anyone done this and do you have any tips/pitfalls to watch out for?

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reggie_yu_gazmenShoshin

Customer Success (CS)

Outlook Gainsight Assist

We’re using Account Contact Relationship in SFDC wherein a contact can be associated to multiple accounts. There are instances wherein account names would be the same which makes it difficult for users to distinguish which account they need to log their email. It would be helpful if we could add their account number so users don’t have to guess and wrongly log it to another account. Is that doable? Thank you in advance!

sjacobi123Registered User

Customer Success (CS)

Is there a way to invert axis in chart?

We currently have a usage scoring metric where 1 is best and 5 is worst and we have created a trend chart to see usage over time. However, because we cannot invert the y axis the data looks backwards and is misleading. Is there a way to invert the axis data to show this appropriately? We are able to do this in other platforms to show correctly

revoteGolden Ruler

Customer Communities (CC)

Gainsight Digital Hub and DSA compatibility?

I would like to hear more about DSA (Digital Service Act, 2022/2065) plans. EU have set new regulations for the companies who have online platforms, beginning of 17.2.2024.I think inSided have plans to provide full support for the all features?EDIT: I added link

CorneliaProdOps

Customer Communities (CC)

upvotes

How do I get a list of Upvotes on a particular post? Details of the voters on a post, basically

Lena H.Shoshin

Customer Communities (CC)

Can I move a comment from the support area into Ideation?

Hi operations Pro’s,can I move comments and postings from the Support area into an idea?I do get an error message. Usually when something isn’t possible to be merged the field specifies.I am unsure if this is a continuous limitation of the product or an error. Best, Lena

tfrissRegistered User

Customer Success (CS)

CASE or IF Statements in Report Formula Fields

I’m trying to build a dashboard that calculates what % of our delivered emails were marked as SPAM. This is critical for ensuring the deliverability of our emails and success of our programs. I noticed that the values for the AO Email - Spam field are Yes and No. Typically in reporting tools Yes = 1 and No = 0, so you can do a formula field that counts the number of records marked as “Yes”. In Gainsight reports, Yes and No do not seem to correspond to number values. The workaround would be to write a formula using either ‘CASE WHEN’ or ‘IF’ statements. However, Gainsight does not support that either. For example: CASE WHEN SPAM = Yes THEN 1 ELSE 0 IF(CASE = Yes, 1, 0)

SanelRegistered User

Customer Success (CS)

Gainsight oAuth flow

I am trying to setup the oAuth flow, by following what is described in the following documentation:https://support.gainsight.com/Gainsight_NXT/01Onboarding_and_Implementation/Onboarding_for_Gainsight_NXT/Login_and_Permissions/OAuth_for_Gainsight_APIs#Create_Application But the problem that I encountered is that there is no OAuth Applications tab available, when navigation to: /v1/ui/usermanagement#/authentication.So the question is how do I create an oAuth app for which I could acquire the client id and client secret?

JeppePeppeVeteran Rookie

Customer Communities (CC)

Optimizing Dynamic Content Widget for mobile

Hi!Trying to make use of the dynamic content widget, but I’m not a fan of carousel layout when viewed on a mobile. Does anybody know a way (with custom css or other workarounds) to remove the carousel feature, and make it into 2 columns when in mobile view? We have done this with a custom html element, but it’s harder with a built in component :) How it is now: How i would like it to be: (just the layout) EDIT: Same goes for the Featured Topics Widget.

Ruqaiyah GiletwalaShoshin

Customer Success (CS)

Generating CSQL and synching back to Salesforce

Hi, Can someone please help me understand how the CSQLs generated in Gainsight can be synced back to Salesforce and map to correct fields?I read alot of articles but did not find them very helpful when it comes to syncing the data from GS to SFDC. I would appreciate if you could share a small video explaining how to sync the CSQLs in SFDC and what are the best practices for generating CSQLs in Gainsight. Looking forward to hearing from you soon. Thank youRuqaiyah

rhallVeteran Rookie

Customer Communities (CC)

Has anybody seen this and found a way of getting out of it?

It seems that there is something wrong with our Community and because I have no way of checking logs, hard resetting or soft resetting, I am somewhat lost as to how to get around this. Our Product Updates Content screen shows me this error whatever I try… Since the new SSO feature was pushed out, it is impossible to log out of the admin console without shutting the whole browser down. I was thinking that this *could* be connected. But that is an assumption based on not having seen this issue before and not having needed to use this screen since the SSO feature was pushed out. We also had a few issues with the new feature when it was initially pushed out...but that was blocking us from actually getting access.If anyone has seen this and knows of a secret “click combination” (in the style of the old game console “cheats”), I’d really appreciate a heads up 😉

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