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ty.mcmurryExplorer ⭐️⭐️⭐️

I have a report that is grouped by Quarter and I am wanting to change how its presented from QX-YYYY to YYYY-QX. I looked in setting, rule transformations, cases but nothing is allowing me to switch the position of the quarter and the year. Anyone have success doing this?

Quarter date format

Who's Going to Gainsight's Digital Success Unplugged?

nengelContributor ⭐️

Deliver Customer Success

Hey CS Community,We’re thrilled to invite you to a groundbreaking event that’s all about empowering your Customer Success teams with smart, sustainable strategies—Digital Success Unplugged. Set for a half-day of virtual learning and networking, this event is designed to fuel your customers' success without your teams' burnout.Why Attend? Digital Playbooks Unlocked: Learn from the best as top CS leaders share their secret sauces for digital-first success. Actionable Strategy Sessions: Walk away with strategies you can implement immediately—no fluff, just the stuff that works. Exclusive Fireside Chats: Get up close with CS legends discussing the real tactics that have transformed their teams and operations. Elite Networking: Connect with peers and leaders to expand your knowledge and your network. Event Details: Date: October 16th, 2024 Time: 8am PT - 12:15pm PT Register for free here: Digital Success Unplugged Who will be there with me and what are you looking forward to learning abo

FMEEvangelistHelper ⭐️

What is awstrack? Is it a new thing?

Hi folks.I just noticed that the URLs that appear inside system emails, and which point to the topic, include the domain awstrack.meIs this a recent addition? A community member reports having problems opening these URLs, and I’m trying to diagnose if it’s their problem or ours. I’m just not sure that I remember that tracker being there before.Any info appreciated,Mark

Providing solutions: From complaints to ideas to best practices

JulianGainsight Employee ⭐️⭐️

Build Communities

For our last inSpired innovation lab, we received so many suggestions for our round table discussions that we actually ran out of round tables... 😃 We figured we might as well address them here on the community! This round table suggestion came from @tomasmouton, who works on the NOS community. Here's what he wrote: Looking to all the content generated on our community, we can say for sure that more than 85% is regarding complaints. Also, our users register themselves only to post a question/complaint... they do not help other - we have 23k users and only 10 are very active. My questions: how can we shift this mentality and encourage users to share solutions and best practices? How can we educate user to mark the answers as "best one"? Beside using prizes/contests, how can we engage with our users and make them more active? So let's look at the questions one by one: How can we shift this mentality and encourage users to share solutions and best practices? Regarding

User Story: We recently had a Super Admin leave our org. This person had scheduled six reports to be regularly exported to certain stakeholders. Little did I know that once his user became inactive, these report exports failed. There is absolutely no way I could’ve known this except one of the stakeholders reached out and mentioned he hadn’t received his report for a couple weeks and was wondering why. I had to track down the six reports and re-do the schedule under my user. Thankfully we’re pretty organized with our report folders, so I was able to find the six reports pretty easily. If we weren’t organized, it would’ve been borderline impossible because Gainsight Analyzer has precisely zero information available on report export schedules. The ask: Two main asks: One of the main best practices you learn as a GS Admin early on is to make sure your Oauth user is an integrations user; otherwise if the Oauth user is tied to an admin and that admin leaves the company, rules immediately b

spencer_engelExpert ⭐️

Report Export Schedule ImprovementsNew Idea

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Is it possible to replace the 'Sticky' icon with CSS or third party scripts?

Can I replace the bookmark icon with something else? Based on some other questions, it seems like it’d be possible.

PX CrankUp Recap - Onboarding à la Carte: Serving Up Success

gloriamavunguGainsight Employee ⭐️

Product Experience (PX)

In this insightful session, @Surendra and I took participants through a deep dive into creating impactful customer onboarding experiences, utilizing Gainsight PX to deliver tailored, efficient, and scalable onboarding. Here's a recap of the key topics covered and takeaways from the session: The webinar kicked off with an overview of the Product-Led Growth (PLG) flywheel, which emphasizes the product itself driving acquisition, retention, and expansion. For onboarding, this translates into:Self-serve experiences: Users quickly find value through in-app guidance. User-centric design: Simplified onboarding with minimal support required. Frictionless experience: Tutorials and prompts reduce time to value (TTV). Continuous feedback loop: Insights from customers enable constant improvements. These principles ensure that the product becomes a sustainable driver of growth and long-term engagement. Use Case Objectives:The webinar was divided into three levels, each designed to address onboardi

We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful if I could take these business goals from our object and use the rules engine and filters to create success plan objectives and even tasks. I would love to be able to use TAGs in the name of the objective and comments. So the experience would be as follows > Sales adds in business goals into the SF object and Gainsight picks those up and throws them into a Success Plan for Services. I would then like to take any updates provided on the Success Plan and push them to the SF object update for everyone to be able to see. 

andrew_cumminsHelper ⭐️

Ability to create success plan objectives and tasks via rules engineNew Idea

5 hours ago

TMaierHelper ⭐️

Add an "insert" Task type to the Rules engineNew Idea

This is a bit of a pie-in-the-sky idea, but I think it would be hugely helpful. Have you ever had a rule that you needed to edit, and found that the only way to get the desired outcome is to add a new task to the logic tree? Has that rule ever had a LOT of actions? In the current system, adding tasks inevitably results in a new “end of the line” output. Since Actions are tied to specific output tasks, adding a task means redoing the Actions associated with the old output entirely. What if there were a better way? What if, for instance, we had the ability to create a new type of Task - “insert” - which could be used to insert new field output directly into an existing task? That would be awesome! So long, having to rewrite a bunch of actions, hello early lunch break! I’m aware that there are a TON of fiddly details that would need to get hashed out for this to work properly. You can’t go around just cramming data in to incompatible tasks, how do we know which records get which output va

5 hours ago

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dsreedharContributor ⭐️

Co-authoring Meeting Notes in Gainsight: Native Feature or Third-Party Tool Integration?

ty.mcmurryExplorer ⭐️⭐️⭐️

Quarter date format

FMEEvangelistHelper ⭐️

What is awstrack? Is it a new thing?

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Is it possible to replace the 'Sticky' icon with CSS or third party scripts?

Can I replace the bookmark icon with something else? Based on some other questions, it seems like it’d be possible.

2percent_jazzContributor ⭐️

Is it possible to connect a Timeline entry to a CTA using the outlook plugin?

When reporting on TL entries associated to closing a CTA, we are struggling to find a way to link the TL entries initiated using the Outlook Plugin to the CTA. Without that Context ID of “CTA” the TL entry is orphaned from the CTA it was meant to close. Is there a way to associate TL entries after they have been made back to a CTA?

10 hours ago

DejaContributor ⭐️⭐️

Create trigger to Post a conversation using webhook by Zapier

Hi, Is there a way that I can add job postings from my google sheet or slack channel that we use to post job postings and trigger these to be posted in our community?It looks like though webhooks by Zapier I can do this, but I'm not trained in developer docs - I found Gainsight Communities API documentation for starting a conversation - https://api2-us-west-2.insided.com/docs/community/ I don't know how to input what's needed for Step 3 - The Post section for webhook by zapier. URL: https://api2-us-west-2.insided.com/v2/conversations/start Payload type: form, JSON, xml, raw Data: Wrap Request in Array: No or Yes File Unflatten: No or Yes Basic Auth Headers

1 day ago

dan_wiegertGainsight Employee ⭐️⭐️

#2minhowto: What does basic Journey Orchestrator queue management reporting look like?

About a year ago I joined Gainsight CS Ops, and took over managing Journey Orchestrator in Gainsight’s own instance. As this is one of the most mature, highly used Gainsight orgs, I found out that Journey Orchestrator was highly utilized, but not actively managed. Programs were created, but there wasn’t a coordinated effort to stop programs or manage the active program count. I needed to figure out more information about my JO instance so that I could make informed decisions on how to identify stale, active programs in order to get the active program count into a more manageable state.My solution was to do a reporting deep-dive into Journey Orchestrator and start building reports off of the Advanced Outreach object to get program count/status/type info.The JO Admin dashboard that I created (and have since replaced) is still the primary resource I use to schedule, and track active JO programs, and what I use to identify older programs that aren’t actively sending. Here are the build par

trevor_shandContributor ⭐️⭐️⭐️⭐️

I followed the directions to enable Copilot in our instance of Gainsight. It works fine for me, though I am an admin. One of our CSMs just tried to log in, they could see Copilot, but when they try and access it, they get the following error, “You don’t have permission to access copilot. Please contact your administrator.” To enable, I went to the CSM permission bundle, went to Navigation Permissions, and added Copilot. I walked through the Copilot FAQ https://support.gainsight.com/Gainsight_AI/FAQs/FAQs_for_Copilot_(BETA) but did not see anything else I needed to enable. What am I missing?

Copilot Error

Daniele CmtyHelper ⭐️⭐️

What customization options does the "Content Helpfulness" Bar

Hi there,I have a question about the Content Helpfulness Bar.I wonder what kind of customization options you offer for the Content Helpfulness bar, beside the Basic settings in the backend (see screenshot)Default settings under backend /helpfulness/index Context: The adoption of this is super low, there are only a few handful clicks a month and therefore doesn’t provide us any interesting insights because it barely gets used by our end users.I wonder if I can increase the amount of clicks if I make it more visible through design customization e.g. color, background, making it always visible in the foreground (“statically”) as opposed to only appear at the bottom of the opening post... This is the settings that are available, which are handy but still very basic. P.S. Related topic: (but entirely different question)

JohnkHelper ⭐️

Which User Roles for CC will trigger marketing emails from Gainsight?

Hey there!We added some members of our CSM team to the Community with a primary role of Registered Users with a custom role for read-only access. After doing so they received a marketing email from Gainsight which caused concern that it was happening to our regular members as well.Can someone let me know or link me to a doc that has info on which primary roles and/or custom would trigger marketing emails?