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So, my org has multiple products which means there are multiple product updates that go out at any and all times.We currently use the Product Updates part of the platform but realize that folks aren’t subscribing because it’s an all or nothing kinda thing. We want to be able to organize product updates better by product and were thinking of creating groups for this instead where members can sign up for a group and receive a notification when an article (product update) is made. I was wondering if you all had any ideas on how to best do product updates so that members can only receive those to the specific products that they are interested in instead of all or nothing, I hope I made sense.

5 minutes ago

kathleenkenny23Gainsight Employee ⭐️⭐️

Product Experience (PX)

How to Map your KC Bot and measure value!

How is the KC Bot driving value to your business? First thing’s first - you need to map it in order to answer that question! Below I have provided instructions with the help of our amazing data analyst @Pau.Orti. Thanks, Pau! :) Once you have KC Bot mapped, you can tell stories such as….. Increased User Retention: Using Retention Analysis Report in PX to showcase that users who are engaging with your KC Bot are returning back to your product at an exponential rate! See example below - In BLUE you will see ALL user % over the quarter of 12 weeks who are returning to the product vs. in ORANGE are users in the FILTERED section (Users who click on Feature KC Bot GREATER than 5 times. The % of Users who meet the filtered criteria are returning to the product at a near 40% Higher rate! 😮 ⬇INSTRUCTIONS TO MAP KC BOT BELOW⬇ Here’s a quick step-by-step guide on how we mapped our very own Gainsight Customer Communities KC Bot: Locate the KC Bot Icon: Right-click on the KC Bot icon and se

12710

38 minutes ago

Sai Kumar PadalaGainsight Employee ⭐️

KC bot to open depending on the position on the screenNew Idea

The KC bot does not open correctly when it is moved across the screen.Please find the attached video: https://share.zight.com/2NuobDEp

1 hour ago

sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️

Meetings & Office Hours

Tuesday US Admin Office Hours (CS Platform): Oct 15, 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 on Tuesday, October 15, 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, October 15, 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

3 hours ago

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Customer Communities (CC)

How to hide Idea option with CSS in the Create New Topic workflow

Currently, permissions for ideation are binary “all or nothing” access to view, create, reply, and vote. (Vote for this idea if you’d like to break these out)I need to hide Idea as option when creating Topics, as we’ll be changing our idea intake to a form-based intake for standardizing fields. The ideas will still live on our community, the form will create the idea via the API. We just want to standardize the information we receive at the request of our product team. This will allow other community members to still view, reply, and vote for the ideas, in addition to the administration and moderation features we can leverage. To do this, I will need to “disable” the Create Idea option by hiding it with CSS.

3 hours ago

JNPowerFactorsExplorer ⭐️

Converted ARR and other currency fields as a default field call for APINew Idea

I am trying to write some basic calls for collecting reporting data from the Company object using the API and have found that it is not natively possible to collect converted ARR from the API. Support recommended that we create a custom field that holds converted_Arr and or the conversion rate. The problem with this is that it is useful to be able to just call any currency field and sort on normalized data before returning results. Example I want to pull the top 25 companies by ARR in base currency. I want the API to spit out 25 results, not all results, then convert them, then filter again. Also setting up a secondary converted field for every currency field is error prone and an unnecessary waste of database storage and computational resources. And it is prone to error since this would need to be stored individually in every native and custom object. I would love for it to be natively possible in the api to simply have a call include a .converted field transformation or derived fiel

3 hours ago

phaneendhar_lingamContributor ⭐️⭐️⭐️

History Tracking for MDA ObjectsParked

History tracking data is important for trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this. For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ;

4 hours ago

chrysten.rivasExplorer ⭐️

View open CTAs while using GS Outlook Plug inNew Idea

Would it be possible to show the open CTA for an account Relationship when using the GS plugin in Outlook? That way users can assign the email directly to the CTA they are working on via Outlook.

4 hours ago

sshroffGainsight Employee ⭐️⭐️

CS: October 2024 Release Date Change for EU/US2

We want to inform you of a recent change to one of the release dates for the upcoming October Release. While the release date for the US1 Data Center remains unchanged, there has been an adjustment for the EU and US2 Data Centers.US1 Data Center: The release will proceed as scheduled on Saturday, October 26th. EU and US2 Data Centers: The new release date is Saturday, November 2nd (originally scheduled for October 19th). We appreciate your understanding. If you have any questions, feel free to reach out in the comments below. Thank you!

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4 hours ago

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Customer Communities (CC)

Are points removed when a post is deleted?

What about if it’s deleted via the Report Content feature?

4 hours ago

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jay_honeybookContributor ⭐️

Customer Communities (CC)

Best way to organize product updates?

5 minutes ago

revoteVIP ⭐️⭐️⭐️⭐️⭐️

Customer Communities (CC)

Leaderboard widget and leaderboard page doesnt obey excluded roles

We have two problems. First one appears here as well:Even we have excluded certain roles from the leaderboard widget and leaderboard page, users still appears in the widget and the page. I dont know when this has been started, maybe several weeks ago. Here and in our community as well.I cant find our roles from the leaderboard widget. For example: Administrator or Moderator. There are roles what seems to be roles from other Finnish community. I have selected roles what seems to be moderator role but widget still displays our mods.Is there anyone who have same problems?

4 hours ago

mradfordContributor ⭐️⭐️⭐️

Customer Success (CS)

How to Notify CSMs of email outreaches without filling their inbox?

Hi,Im hoping someone might have found a creative way to solve this or there’s a feature I might be missing. I would like to notify our CSMs when an outreach goes out to their customers. Options I’m aware of:Log to timeline. But that does require the CSM to keep checking the timeline. Copy the CSM on the email in the JO. But if they have 30 customers and 10 contacts each, they will get 300 copied emails I believe. Any other options or creative ideas that some has tried? Thanks.

8 hours ago

jwrenContributor ⭐️⭐️

Customer Communities (CC)

Leveraging SSO to automatically assign custom roles

We use SSO in a way so that our users sign up for our community using their existing product logins. We’d like to automatically assign a custom role to certain users as they sign up for community, based on specific criteria they meet on our product side. Long story short, we’d like to create exclusive community spaces/content for specific subsets of our users. Does anyone have experience in this?

9 hours ago

mbuuck1Helper ⭐️

Customer Communities (CC)

Add community group membership information to Gainsight CS

Hello, we currently have the Gainsight CC and CS connector set up with basic information piped into 360 dashboards from the community. We would like to add in another specific metric - membership in a specific group. I’ve reviewed this documentation on available objects and am not seeing this information available. Hoping I’m simply missing it and would appreciate any guidance!

1 day ago

SamContributor ⭐️

Customer Success (CS)

How do I add a running total (cumulative sum) based on dates in Report Builder?

I have data in Gainsight that returns 1’s and 0’s for each entry. I want to create a running total or cumulative sum of 1’s for every date entry. How can I do this using the ‘add formula field’ feature in Report Builder? TIA

1 day ago

ShyContributor ⭐️⭐️

Customer Communities (CC)

How do other communities manage user and admin edits to prevent misuse?

Users can edit their message within an hour, and an admin can also edit messages. Is it possible for an admin's edit to be separate from the user's message so that it cannot be edited in a way that is detrimental to the moderator team?I'm also curious to know how other platforms handle the ability for users to edit their messages, as well as admin edits. How do they ensure that admin edits remain separate from the user's message, so they can't be altered in a way that could harm the moderation team?

4 days ago

LaurenseifeContributor ⭐️⭐️

Customer Communities (CC)

Ability to hide/ disable or format breadcrumbs on non-custom pages

We’d like to move our breadcrumbs to below our search banner, disable it, or change the color so it does not go from blue, gray to blue (similar to the GS SS example) Does anyone know how I can do that on on pages where customization is not supported with either code or a hack to color the background of the breadcrumbs to appear in another color and the text to appear in another color?

5 days ago

parveensContributor ⭐️

Customer Communities (CC)

REST API for retrieving user groups and articles

For integration, we need to retrieve user groups and the articles within those groups using a REST API. However, I'm currently unable to locate the necessary APIs for this purpose. Is there an alternative method or a different REST API that can be utilized to accomplish the desired outcome?

5 days ago

jessica_owensHelper ⭐️

Customer Success (CS)

Report of Customer Goals associated with Success Plan for Snapshots

We are creating a success snapshot that includes a report of Customer Goals. We can choose the company and success plan for the snapshot to reference, however, for the report, we can’t seem to only show the goals associated with the success plan selected - it shows all of them.Is there a way to identify goals associated with a customer’s specific success plan so that only those are included in the snapshot?

5 days ago

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