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Customer Goals - Road Blocks to Switching from Success Plans

Want to start a thread on the road blocks of standing up customer goals in scalable way. Many of these were discussed in Beta but not updated in the GA release. Would like to know if anyone else is experiencing difficulties while trying to put together a POC for their leadership team Limited to using APIs for updates and creations via rules engine. IE this means you need to have an admin that is comfortable enough with APIs to help your team maintain the Customer Goals. Would be better to have a rule action Unable to limit display field editability Cannot associate to a relationship from the C360 (like you can with other functions like Success Plans). Makes CSMs have multiple paths to create the same thing Unable to require fields at “close” (see point below about “closed” identification”. Additionally, you can only require fields at the data management level which means if you add a field after records are created you cannot require that field. So flexibility to alter your layout is l

28 minutes ago

shayerisenGainsight Employee ⭐️

Upcoming Gainsight CS October 2024 Release Sneak Peek!

Hello Everyone,This is to inform you that for the Q3, October release, there will not be an Early Access to Release Notes document available. Here is a high-level list of tentative items you can expect in the Q3 Gainsight CS release:Scorecard Optimizer - Improvements to Setup and Model Results* – We understand that optimizing scorecards is a challenge for many customers, as assessing their effectiveness and choosing the right weights and thresholds requires complex data analysis. This makes it difficult to predict churn and expansion accurately, which is crucial for efficient Customer Success operations. *Please note the Scorecard Optimizer enhancements are no longer going as part of the October Release. Timeline: Calendar Context Resolution Update: While customers have made great use of the Calendar integration for creating activities, some have encountered challenges with contact data not being consistently accurate.

36 minutes ago

MaheshContributor ⭐️

GainsightNXT (CS) Export difficult to determine failed records

In Gainsight NXT Company object, when I send a request to insert the records, I am getting the response in the jumbled order, in that case, how can I determine which record is inserted or not,When insertion fails, error response is vague, where it returns failed field details without gsId or any other unique ID making it difficult to determine which record failed. in case there duplicate failed records. (same error) (This is batch export each consisting of multiple records)"errors": [ { "errorMessage": "Invalid/Inactive value provided for picklist.", "errorCode": "GSOBJ_1012", "fieldName": "Stage", "invalidValue": [ "SomeStage Invalid Value " ] }”,

59 minutes ago

balajibvContributor ⭐️⭐️

Data Designer - Formula Field - Date - Is this a bug?

Im trying to create a date difference between two date fields in data designer (Created Date and Current Date) say a Success Plan.When creating a formula field for date type, Im confused why the second parameter wont load any date related field? Instead its showing an integer field. Also why it wont show option for “Today’s date” as it is available in Reports formula field? This seems to be a huge gap and a bug?

marnol14Explorer ⭐️⭐️⭐️

P360 Attributes widget is not loading

I’m looking to launch the P360 to our internal team but the Person / Company Person Attributes fields are not loading for me. When previewed, every other widget is giving a preview, except for that one.Is there a known bug that is causing that widget to not load in the P360?

gkamauContributor ⭐️

How to update attributes of inactive users who aren’t logging in anymore?

In our application, users can be deactivated and they no longer login. We want to sync this status to a custom attribute in Gainsight. The user is not logging in anymore and therefore the identify call cannot be called. How can we update the attribute in Gainsight?

We monitor certain types of Activities and run certain actions/metrics based on the type of activities and to which object it is linked to.It would be really nice to create a trigger for e.g.If a timeline entry is added/associated to a CTA / Success Plan with parameters xxxxx, yyyy, then do xxxxxxxxxxxThis will improve Manager tracking of critical events, reduce dependency on running a rule chain frequently to achieve this.

balajibvContributor ⭐️⭐️

Trigger a rule when an activity is createdNew Idea

srinivas myakalaGainsight Employee ⭐️

Use Case Spotlight: Send PX NPS survey responses to Microsoft teams

Does your organization use MS teams? Do you want your users’ NPS responses into your organisation’s Teams channel? Then, this article will assist you in setting up Zapier (or a related process automation platform) workflow to transmit PX NPS survey responses to Microsoft Teams.Below, the configuration is split into sections to dive deep into the configuration at Gainsight PX, MS Team and Zapier. Zapier: Trigger event:Create a Zap with a trigger type: Webhooks. Select the trigger event as catch raw hook. Refer: https://share.zight.com/lluA9PL1 In the next step, copy the web hook URL that is autogenerated.Intermediate step(to format webhook response):Create a step, select code by Zapier. Select JavaScript in the action event. Continue, give a object name in the input data field(example: set) Click on the + icon and select raw body. In the code: use this const jsonString = inputData.set || '{}'; // Parse the JSON string into an object const jsonObject = JSON.parse(jsonString); // Prepare

scampbellContributor ⭐️

Gainsight PX - How to highlight articles

Hello, Does anyone know how to display the below view to the KC bot, I would like to put highlighted articles in this section.

Customer Communities (CC)

emillerContributor ⭐️⭐️

How can I configure Read-Only access to the community for employees?

How can I grant “Read Only” community access to employees? The use case is that we want to encourage employees to monitor what our customers are saying in the community but prevent them from posting until they have approval and training. Another use case is Sales people showing the community during product demos. We do want them to showcase the community but don’t want them to post or reply while logged in as a “demo user,” and we want to be able to filter these users out of our monthly reports. I tried searching for articles and other discussions on this but didn’t find anything.

2 hours ago

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469 topics
1780 Replies

balajibvContributor ⭐️⭐️

Data Designer - Formula Field - Date - Is this a bug?

marnol14Explorer ⭐️⭐️⭐️

P360 Attributes widget is not loading

gkamauContributor ⭐️

How to update attributes of inactive users who aren’t logging in anymore?

scampbellContributor ⭐️

Gainsight PX - How to highlight articles

Hello, Does anyone know how to display the below view to the KC bot, I would like to put highlighted articles in this section.

Customer Communities (CC)

emillerContributor ⭐️⭐️

How can I configure Read-Only access to the community for employees?

2 hours ago

jjarvisHelper ⭐️

Drop Down Lists in scorecard widget report

Hi, I have a Scorecard mass edit report that has some MDA dropdown lists. It would be useful if there was an inline filter on this field type. Thanks,

7 hours ago

jenhermsContributor ⭐️

Link Tracking and Outcomes in Advanced JO

I’m using Advanced JO to do a multi-step program. I’d like to redrop the first email if it’s unopened within 5 days. However, I’m finding that Opened and Unopened are not available as Outcomes when you are tracking links within the email. Is it possible to enable link tracking in an email and have the Advanced JO program show the Outcome of Opened and Unopened instead of Link Clicked & Link Not Clicked? The only way I can see the option for Opened and Unopened is to turn off link tracking in the email, but then I can’t track engagement with the email. Is anyone one else running into this issue, and if yes, what are you doing as a workaround?

18 hours ago

ljaynesContributor ⭐️

Customer Communities (CC)

Are nested alphanumeric lists supported within a numbered list in an article?

I’m creating an article in our knowledge base that includes a procedure with numbered steps that is inside a spoiler. I’ve added this code <ol style="list-style-type: lower-alpha;"> to include a nested alphanumeric list within the numbered procedure.When I’m in the authoring tool, the content looks fine.But when I preview the article, the indented alphanumeric list is converted to an indented numeric list.Can anyone help? Thanks in advance!

19 hours ago

gabrielaarenasContributor ⭐️