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467 Topics
Yoeri
YoeriGainsight Employee ⭐️⭐️⭐️
published in Archived content
Create a News categoryHow to

The 'News' category can best be described as a communication and information sending category for your company. Do you have a big company update or news to share with your customers, some thought leadership, or inspiration in general? You likely want to post it in a News category. This category type has the following characteristics:Only moderators, community managers and administrators can create topics in this category The default sorting order of this category is set to ‘Newest first’ - this will sort the list after latest published content and not after latest activity (this excludes sticky topics which will always be on the top) Registered users and super users can not post topics in this category, if you want to add a topic of your user to this category you can do so by moving the topic in the Control environment How to create a news categoryCreating a news category, or converting a default category to a news category, is a piece of cake:Go to Control → Platform → Community  Eith

2432
Kenneth R
28 days ago
Alistair FIeld
Alistair FIeldHelper ⭐️⭐️⭐️
posted in Archived content
Adjust Number of Quick Links in the row

When deploying the Quicklinks widget, the number of links per row is three by default.Default number of three Quicklinks per row While the number of links per row cannot be changed in the widget, you can adjust it with Custom CSS.  Add the CSS code shown below. The number of links will be 12 divided by XX (insert how many you wish):/* change amount of quick links in a row12 divided by number below is amount of links */.quicklink__box { grid-column: auto / span XX!important;}It will look like this: To save click Publish. Here are a couple of examples;XX = 2 XX = 3 XX = 4 

15711
Kenneth R
7 months ago
bradin_wilhelmsen
bradin_wilhelmsenContributor ⭐️⭐️
posted in Archived content
Copilot email token formatting

When using number and date field tokens in an email template, they are formatted the way they appear in the DB (from what I can tell) and do not show up in a way you would type them if a human had written the email personally. In our example, we are sending a notification to customers that their renewal is coming up with the date of the renewal and the expected renewal cost.  However, the date field shows up as 2015-12-31 and the currency field shows up as 150000 (no $, no commas).  I can add the $ character, but I cannot add the comma. I effectively will not be able to use copilot for this unless I can either a) have them formatted in the expected manner (12/31/2015 or Dec 31, 2015) or b) select from a few formatting options.  B would be better because then I could apply European formatting to those customers if desired. 31.12.2015 and $150.000,00 for example.

524
S
1 year ago
lokeshraovn
lokeshraovnHelper ⭐️
asked in Archived content
JO and Survey analytics in Dashboards

We have surveys being sent via JO - we have the analytics of Survey and JO in respective modules but can we use them in dashboards for our executive view. How can we achieve this. If not We should have the option this to Import this to Existing Report builder so that we can use the reports in dashboards.?

492
K
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
posted in Archived content
CTA Mass Edit should include Save & possibly Clone options

It would be nice to have the options to save (and possibly clone) a mass edit configuration in the same way that we can save reports and rules. It's also odd to me that we keep building UI variations on the rules engine functionality (regular Rules Engine, CoPilot, and now Mass Edit) that all work a little differently. I think it might be a little confusing for the users. 

112
lila_meyer
2 years ago
arminfpop
arminfpopGainsight Employee ⭐️⭐️
published in Archived content
Who to contact in case you need assistanceF.A.Q.

 During your journey with CC there will be times that you need to reach out for assistance. This article explains who to contact for the various items that may come up.  📚 Onboarding ManagerWhether you complete a self-service onboarding or work with someone through guided onboarding, you will have someone from the Onboarding Team available to connect with you. Your sales person will introduce you to your Onboarding Manager. Your Onboarding Manager will be your main point of contact at CC during the first steps of your journey. You can either send them an email or tag them in a card in your Asana Board. Your Onboarding Manager can help you with following topics (outside the regularly scheduled onboarding sessions - applicable if you are completing guided onboarding): Onboarding-related process questions. Questions about features and functionality of the CC platform. Best practices before, during, and after launch of your community. Connect you with additional resources from CC, l

2470
arminfpop
2 years ago
Angela.Felicissimo
Angela.FelicissimoContributor ⭐️⭐️⭐️
posted in Archived content
Email assist to more than 10 contacts

Currently there is an imposed limit of 10 recipients in an email assist. I am told I need to create a copilot outreach however this would mean creating 2 processes for the same lifecycle CTA. In our Lifecycle CTA for QBRs/EBRs we have a task to send a follow up email to the attendees with a summary and actions from the meeting. This works fine for most customers, but for some, there are more than 10 attendees from both the customer and ourselves and we need to add CC to some internal contacts. The limit of 10 is making this impossible and it doesn't look good if we need to send an email twice, also because we have to then create a second CTA which means more work. Are there plans to change this limit or at least have it as a setting that customers can adjust? 

448
rishi
2 years ago
lane_h
lane_hGainsight Employee ⭐️⭐️⭐️
posted in Archived content
CoPilot Link Order

To better follow workflow, I'd like to recommend a change to the order of links in the CoPilot sidebar. It has always seemed strange to me that Power Lists were first. The first thing I do when working on outreaches is draft the email. Here would be the proposed order: Templates Power Lists Advanced Outreaches* Outreaches Analytics* The reason I chose for Advanced Outreaches to be 3rd instead of the 5th they are now is because more and more customers are moving to Advanced Outreaches. It would better map the workflow for this to be 3rd versus 5th.

402
anirbandutta
2 years ago
Julian
JulianGainsight Employee ⭐️⭐️
published in Archived content
Everything you need to know about ideation on the inSpired CommunityFAQ

We are committed and excited to partner with our community to develop a better product. This category is the best place for you to share your ideas and discuss them with other community members and inSided staff. We review all ideas to see if there is a demand or to further investigate them. We will also engage with everyone about their ideas to understand your use cases and needs to help us decide whether we want to pursue an idea. Before you submit an idea What is the process we use to evaluate ideas? Quarterly Ideation Review What happens when we pick up something (status: under construction)? What happens when we park something (status: parked)? How many ideas are actually being implemented? Your opinion Before you submit an ideaSearch (please)We hope you have checked if someone already submitted an idea like yours. 🙂 We sometimes see duplicates here - better to spend your time searching instead of writing out an idea that already exists. :)Describe your idea with as much detail a

18733
Julian
2 years ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Archived content
Roadmap for emailing dashboard links via schedule?

I know this is getting asked about already by various customers, but I couldn't find a good answer on current roadmap plans. The new "email secure dashboard links" functionality is great - and the next step is to allow it either via CoPilot or a schedule right in the Share Dashboard UI (I've already seen Dan Ahrens' workaround - not going to to work for ActiveHealth or Cisco since the OTP can't be used to secure the process). Because the PPT version is essentially unusable, having this on it's way would be great - even a Step 1 of storing a list so the admin can go in once a week and mail to the saved list again would help. Is this on the summer release plans anywhere? Thanks!

159
N
3 years ago
andrew_biehle
andrew_biehleGainsight Employee ⭐️
posted in Archived content
Include opt out link in the body of the email.

Currently when sending an email via copilot to a participant the opt-out link is generated in the footer when it's sent. In the future it might be cool to be able to include the opt-out in the body of the email as well.

152
C
3 years ago
lauren_marsh
lauren_marshContributor ⭐️⭐️
posted in Archived content
Is it possible to add copilot email sends to the 360 page?

I would like to see on the C360 page what emails have been sent to various contacts at an account.  How can we do this so on the 360 page we can know if an account has received a particular email or not.  

469
C
3 years ago
darkknight
darkknightExpert ⭐️
asked in Archived content
Problem with Copilot and Data Spaces

I was trying to create a CoPilot power list using Data Spaces, but but it gives me an error "No account reference found in 'OPS: Tasks and Actions'.Create a account lookup to Salesforce Account object to proceed." I opened a support ticket and was told "This is already a known issue. Our Product team has prioritized this issue and plan to make the fix available in the December Patch release."

767
Ravinder Singh
3 years ago
marissa_barcza
marissa_barczaContributor ⭐️⭐️
asked in Archived content
CSM visibility to JO Templates

Our CSMs do not have access to JO and all components of outreaches (powerlists, templates, scheduling, etc.) are created by admins. Though we've provided reporting in the C360 view, our CSMs would like to be able to see the specific templates sent. Is this possible without giving them admin access? 

856
M
3 years ago
kate_green
kate_greenHelper ⭐️⭐️
asked in Archived content
"Continue" in Journey Orchestrator Program

I'm trying to find some documentation on the functionality around "Continue" in a Program in Journey Orchestrator: What does Continue mean?  Does it just wait until the Conditional Wait Time Limit is up?  What would be the next step in the program shown above if the conditions were met?  Weren't met? I couldn't find any information here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/Available_M... Or here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/CoPilot_FAQ... Or here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Overview/Advanced_Ou... ...which is where I would think I'd find it.

47614
keith_mattes
4 years ago
faust_belarmino
faust_belarminoHelper ⭐️⭐️
asked in Archived content
Embed Gainsight Survey into our Software.

We are currently using Wufoo surveys and placing it on a tab in our company's software. Our clients log into their accounts for the first time and fill out those surveys. It's convenient and we get a higher response rate because those particular surveys are in their instance of our software. Once they fill out the survey, the information is stored in Wufoo and a team member exports it and emails it to the proper CSM. We'd like to revamp this process by utilizing Gainsight surveys. This ensures that the survey data is stored in the survey object, which we can then use to populate survey information on the C360. It's a smoother process and allows are CSM's immediate access to the results.  To be able to do this, we would need to embed the Gainsight survey onto a tab in our software. I know Gansight surveys are supposed to be used and sent via CoPilot.. but we'd really love it if we could embed it in our software so it's easier for our client's to fill out.  Has anyone ran in

32111
gunjanm
4 years ago
sasha_moeller_817b29
sasha_moeller_817b29Contributor ⭐️
posted in Archived content
Case correction of customer names in email

Would be great to have Gainsight JO have the ability to adjust case formatting of customer names by using the equivalent of the ‘proper’ function from excel before sending out the emails

615
nitisha_rathi
4 years ago
heather_hansen
heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️
asked in Archived content
Copilot Email Formatting

I'm having some challenges with formatting Copilot emails when they include tokens or links. When the email is sent, the tokens and links show up in a different font and size. I've been able to get around it by trying to match the font and size as closely as possible, but it's still noticeably different. Has anyone else experienced this?

29310
kelly
4 years ago
alex_legay
alex_legayHelper ⭐️⭐️⭐️
posted in Archived content
Only send one copy on a copilot outreach when using the 'Send Copy To" feature

I have a customer that would like the "Send Copy To" email to only send one email to the address. The use case is that that have a distribution list but they do not want this list to receive every email copy for every single email, they only want one. I would like to start some discussion here to see what other peoples thoughts are. Some challenges that I can see would be that often times the emails contain tokens with different data so I am not sure if it would be advisable to pick a random contact to use in one of these copies, this could cause confusion. Or another option I could see would be to just send it without the tokens but this could also cause confusion as some people might think there was an error. I would like to hear the product teams thoughts on this especially when it comes to if this would be possible as well as other customers input. Thanks!

468
printsteward
4 years ago
tom_gerth
tom_gerthGainsight Employee ⭐️⭐️
posted in Archived content
Unsubscribe users from within Gainsight

Hello, I'm working with a customer who is wanting the ability to unsubscribe their customers from Copilot outreaches. Currently, the only way to accomplish this is for the email recipient to unsubscribe via the email link. Is there any future plan to allow users to unsubscribe their customers from Copilot Outreaches via the Gainsight UI? Thanks

23411
kyle_handley
4 years ago
holly_watson
holly_watsonContributor ⭐️⭐️
posted in Archived content
Ability to block specific contacts from recipient list in Copilot

When creating a Power List in Copilot I can only block specific emails from the list by applying them individually. It would be nice to be able to exclude them with a single filter and the emails each separated by a coma (,). 

532
phani_kumar
4 years ago
deb
debContributor ⭐️⭐️
asked in Archived content
Email Assist - "Email Template" dropdown menu is cumbersome to use

When adding an Email task to a Playbook, it is currently rather difficult to search for the correct Email Template via the dropdown menu. The drop down menu does not sort templates alphabetically, by date updated, or any seemingly logical manner. I have hundreds of Email Templates located in CoPilot. Even with very organized naming schemes, it is frustrating to locate the Email Template I want to use via the dropdown. Can it be listed alphabetically, by template update (newest > oldest), or even better - include a search option?

1426
edleguizamo
4 years ago
lokeshraovn
lokeshraovnHelper ⭐️
posted in Archived content
calendar and meeting invites in Email Templates

When building Email templates, Having placeholder or building a email template with Meeting invites and calendar blocks will be great. many times. The use case we are trying to build is Leveraging Copilot feature to send communication to our internal employees. These emails are Training and  Enablement session communications that will have calendar blocks and meeting invites. This use case can be leveraged to use with account contacts / customers as well. Thanks! ~Lokesh

1442
K
4 years ago
dan_ahrens
dan_ahrensExpert ⭐️⭐️⭐️
published in Archived content
Sharing dashboards using CoPilot - How To Guide

[i][i]With Gainsight's new sharing capabilities, you can now share dashboards, C360/R360 sections and success plans. While C360/R360 pages can be shared via CoPilot, you can't do this with dashboards straight out of the box. But....there is a workaround that I'll explain below. [i]Please note that this has a few important caveats that you'll want to pay attention to at the bottom of the instructions. Steps: Create an outreach (with appropriate template and powerlist) to send to the individuals to whom you want to share the dashboard. We'll come back to this outreach later in the process. Using Administration > Dashboard Builder page[list=1] Create a dashboard that you would like to share and enable sharing on that dashboard.  For sharing settings:[list=1] Uncheck - Enable OTP Verification Check - Add an expiration period (7 days) Optional - Enable Export[/list]Using Gainsight Home page Select your dashboard and click "Preview & Share"

2077
kate_green
4 years ago
kate_green
kate_greenHelper ⭐️⭐️
asked in Archived content
CoPilot Templates 2.0 - Link Editor Functionality

With the release of Templates 2.0, we lost the functionality to edit the hyperlink text within the link editor, just by clicking the existing link.  This makes it more difficult to edit links within a template.  Can that functionality be restored?

402
R
4 years ago

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