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End users changing username?

Sorry if I’ve missed an obvious answer to this, but is there any reason why end users can’t change their usernames? Seems the only way to do so is for a community manager to do it for them in the control environment. Is that correct?

192

3 hours ago

bradleyExpert ⭐️

Scorecard Job VisibilityOpen

If this is possible somewhere and I missed it let me know - but currently there does not appear to be any visibility into whether or not a scorecard job is running and what its status is, if you can restarted, etc. Think connector or rule execution history.I know you can set the sync schedule, but you still don’t have any other visibility into that job aside from when it “should” sync. Additionally, while you likely aren’t doing it too often, making changes to a scorecard (e.g., weights, measures, score scheme) causes another batch job to run.Even though you get an email stating when it is finished you have no visibility into the status, if it was successful, etc.

9815

4 hours ago

AnkurGhoshGainsight Employee ⭐️

Training & Certification

Unlock the Power of Gainsight CS Licenses!

Hello Gainsight Community!I’m excited to share a quick video that dives into the various Gainsight CS license types and the unique benefits each one brings to users. Whether you're a Customer Success Manager, a partner, or part of the support team, Gainsight CS has a tailored license that fits your needs!Here’s a quick overview of our four license types:Full License Viewer + License Viewer Licence PartnerDon't miss out! Check out the video to explore how each license type can enhance customer success efforts and improve team collaboration.Here is the link below:https://education.gainsight.com/app/courses/e31df1cc-7fd0-4b23-a7df-585c1eb8dc4b

162

4 hours ago

smathew4Contributor ⭐️⭐️⭐️⭐️

Need to generate a URL to a Timeline Activity

Hi all,I am pushing to a Slack channel when a Timeline Activity of a certain type is created. I would like to include a URL for the user to click through back into Gainsight and the Timeline Activity. I can’t see any information on how to generate this URL. (For example, as a Salesforce Admin, it’s easy to create a Salesforce link by adding the record ID to the end of a standard Salesforce address)Does anyone have a suggestion on how I can do this? I am currently querying Timeline through the Rules Engine, and pushing to an External Action to get it into Slack.Thanks!

1174

5 hours ago

meenal_shuklaGainsight Employee ⭐️⭐️

AI Inspiration and Insights

Your Customer Contact Data is Talking - Are You Listening?

"Help! My champion just left the company!" "Wait, when did this person join the account?" "Why are these emails bouncing? We just had a QBR!"Sound familiar? 🙋‍♀️I've been having fascinating conversations with many of you about a challenge we all share - maintaining accurate contact data. Every time I bring this up at customer meetings or CS events, I see knowing smiles and hear deep sighs of recognition.Last week, a CS leader shared something that really stuck with me: "We spent months building the perfect digital engagement strategy... only to realize half our contact data was outdated. It felt like planning an amazing party but sending the invitations to old addresses!"This got me thinking about how we've traditionally approached contact management:Traditional Approach:CSMs manually updating contact records Quarterly contact audits "Last known good" email lists Reactive updates when emails bounce Endless spreadsheet maintenanceThe results? Usually:Outdated org charts Missing key sta

10 hours ago

tboyetteGainsight Employee ⭐️

CES Rating in CX CenterNew Idea

I have customers asking for our product team to incorporate CES Rating into CX Center. It would be incredibly helpful to have all three available for analysis: NPS, CSAT and CES.

102

12 hours ago

jwrenContributor ⭐️⭐️⭐️

Single link for creating account and accessing restricted content

We’re created a custom page that is exclusive to a custom user role. And we’re using SSO to automatically provision the custom role to specific users as they join our community 👍Is there any way to generate a link or URL that will:Prompt someone to create a community account Then navigate them to the custom page, which they’ll then have access to (because their credentials match our criteria to have the custom role assigned).The only way I’ve been able to get close is to customize our 403 error page, but it’s still not the best UX. Does anyone have any other ideas?

13 hours ago

ana_gHelper ⭐️

Ability to pin a Timeline activityDiscovery

Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.

123

65435

Allow deactivation of playbook if the Success Plan template is also deactivatedNew Idea

sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

I should be able to mark a playbook as Inactive when it is associated to an artifact that is also Inactive.Instead, I get a message saying I can’t mark the playbook as inactive because it is being used in a success plan template (that has been deactivated...).I should not need to remove the playbook from the Success Paln template in order to deactivate it.

GGRebollalContributor ⭐️

Easier way to deactivate Objective Playbooks with Success Plan Template?

Curious if there was an easier way to deactivate an Objective Playbook that is used in a Success Plan Template. For example, after the Success Plan Template was made inactive - the Objective Playbook still was unable to be deactivated until the Objective was deleted from the Success Plan Template. It would be easier if the Objective Playbook could check that the Success Plan Template was inactive - and allow the admin to deactivate the Objective Playbook if the Success Plan Template was deactivated.

331

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470 topics
1782 Replies

jwrenContributor ⭐️⭐️⭐️

End users changing username?

192

3 hours ago

jwrenContributor ⭐️⭐️⭐️

Single link for creating account and accessing restricted content

13 hours ago

GGRebollalContributor ⭐️

Easier way to deactivate Objective Playbooks with Success Plan Template?

331

gabrielaarenasContributor ⭐️

Can Gainsight CSQLs be triggered by something like a task or lead created in Salesforce? I am trying to see if Gainsight can solve for the other lead/ Add On requests that currently come in as tasks in SFDC.. Currently we use this mechanism to create a CTA, once a task is created in SFDC it triggers in Gainsight and a CTA is auto created from that SDFC task. So just curious is this can be set up with CSQL..

CSQL Auto Creation

15 hours ago

bdrivasContributor ⭐️⭐️

Integrating Product Updates from SFDC

Has anyone utilized the native SFDC x Community integration to pull in product updates from SFDC? We’re planning to utilize the native Product Updates module, and our product management team wants to ensure that they’re not having to make manual updates on multiple surfaces.If we have roadmap items stored in SFDC, is it possible to automatically create posts for each item with the content populated?

18 hours ago

jwrenContributor ⭐️⭐️⭐️

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?

698

19 hours ago

mmetrContributor ⭐️

What is the "Avatar_SalesforceConnection::Sfdc User Id"

What is the importance and use of “Avatar_SalesforceConnection::Sfdc User Id” in the Connector 2.0 SFDC User to Gainsight User object. This mapping is recommended in the Gainsight Documentation:https://support.gainsight.com/Gainsight_NXT/Connectors/Connectors/CRM_Integrations/Salesforce_Connector I am just struggling to understand why we do not just map to the SFDC User Id.

634

Knowledge Bot Analytics - Track CTAs/link clicks in articles

katherine.guenounContributor ⭐️⭐️

Product Experience (PX)

How can I see CTAs/link clicks on links embedded in knowledge bot articles? Views aren’t very helpful, because any time a user scrolls past an article, I think it counts as a view. I want to know if they click the CTA in the article.

161

KimStocksContributor ⭐️

How to Transition CSMs from OneNote to Gainsight CS

We are eight months into our Gainsight implementation, and we have CSMs that previously documented their account work in OneNote. They understand the value of timeline entries and the AI Cheat Sheet. However, we are getting asked about the ease of searching in OneNote and how it doesn’t seem that easy in Gainsight.Has anyone gone through this and can offer assistance?

518

security_lionHelper ⭐️⭐️

Gainsight CC new notification widget

Could anyone point me to the release notes or information about the notification feed visible on communities.gainsight.com? It’s the new button with a bell icon on the top right of the page.

487