Question

Export posts to the excel?

  • 1 September 2023
  • 26 replies
  • 176 views

Userlevel 4
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If I want to analyze* certain topic and it´s posts, one option would be if I export topic and it´s posts to the excel. But it seems it isnt possible?

Is there any workarounds for this kind of usecase?

*= tone, pick up ideas/feedbacks etc.

 


26 replies

Userlevel 4
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Morning @revote 

In the Analytics section of Control there is the option to export to csv the data.

You can chose the POST export and time range. You will then have:

  • Each post WITH the original Topic title (so you can narrow down onto the one you want)
  • Ranks and Roles
  • Usernames
  • Time between replies

Hope that helps,

 

Alistair

 

Userlevel 4
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Thanks @Alistair FIeld. Hmm, I think I have tested this already and it doesnt include the post (=content) itself. Maybe I have to test this again 🙂

Userlevel 4
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ahhh.. OK. in that case you are right. The actual CONTENT of the posts is NOT included.

🤔

Userlevel 4
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ahhh.. OK. in that case you are right. The actual CONTENT of the posts is NOT included.

🤔

I havent got time to double check this yet, so let's keep this option open until then 🙂

Userlevel 4
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You can however analyze the tags of each post.   Review the posts sections you want to analyze and tag them with the key words.  Then analyze the tags.

Userlevel 4
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You can however analyze the tags of each post.   Review the posts sections you want to analyze and tag them with the key words.  Then analyze the tags.

Thanks. This could be one option, this is possible workaround.

My usecase is that I dont want to tag posts or I dont do anything else either in the community or Control. I just want to get topic (and all the posts) exported to the excel (or so) and do the analyzing there.

This is important because there are posts which includes several ideas/feedbacks/or something else, just in one post.

For example, when members discuss about our products, one post might have several “takeaways” for us.

Userlevel 4
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Right, exporting the entire contents and replies of a post make it very difficult to visualize.  Tagging would work like cliff notes to the post and may help.  You can incorporate it into the workflow of the people answering the questions :)

Userlevel 4
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But tagging isnt something I want to do 😃

Anyways, do you mean Moderator tags, or Post Field? Or labels? Not public tags though?

Userlevel 4
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I use public tags.  And I review content on every Monday and check to make sure the tagging covers the content conveyed in the post or question.  I haven’t yet done an analysis on content through tagging, as I am currently doing it through sub forum title.  But I am sure it is coming one day soon!

Userlevel 4
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Very interesting. Users see them as well. Hmm. Interesting. 

Userlevel 5
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Hey folks, thought I’d chime-in on this one.  @revote One way to accomplish what you’re looking for is to use our API, possibly combined with Zapier.  That is technical solution and so you need someone who is able to do that - but it is possible to set up an automation that directly imports community posts (including the post content) into a Google Sheet on an ongoing basis.  

Userlevel 4
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Hey folks, thought I’d chime-in on this one.  @revote One way to accomplish what you’re looking for is to use our API, possibly combined with Zapier.  That is technical solution and so you need someone who is able to do that - but it is possible to set up an automation that directly imports community posts (including the post content) into a Google Sheet on an ongoing basis.  

Thanks @Kenneth R, this might be the best and only way to do it. I dont know how to use API, we have to sort this out somehow.

@Kenneth R can you clarify which API endpoints are required to set up what you describe!? I’ve been poring over the API docs and haven’t found the correct endpoint yet.

Userlevel 4

This can be achieved with the upcoming BI Connector. You can join the group here….

https://communities.gainsight.com/groups/bi-connector-to-cc-data-lake-silver-layer-beta-207

All of this data (and much more) is available and is incredibly easy to find if you know a bit of SQL.

i don’t have access to view that page, and can’t see how to join the group? is this currently live, or coming soon?

Userlevel 4

Hi @ryguy99

Sorry, I forgot that you need to apply for access. Go to the groups section….

https://communities.gainsight.com/groups

...and search for BI connector to CC Data Lake Silver Layer BETA. You will have to request access to join.

 

I don’t see that group there. These are the only ones I see relevant to Beta: 

 

Userlevel 4

Ah, I wasn’t aware of that @ryguy99. I could always see it before I signed up. I suspect that they may have made it a hidden group. I would speak to your account manager to discuss it. 

i’m not sure how our account manager is… is there not a way to do this today without this Beta feature? i have an API key. im guessing this has to be supported already

Userlevel 4

@ryguy99 you can do this with the API, but it is much more work. Essentially you need to look at the APIs here….

First you need to get your bearer token. This is explained here...

https://api2-eu-west-1.insided.com/docs/#section/Authentication/OAuth2

Once you have that (it won’t last for long, so this needs to be built into an application or maybe a Google Script) you need to search for your topics. You will need to do this for each type of topic you want to look at. I’ll just describe the “Conversations”, but there are “Questions” and other types you will need to extrapolate for.

The can search for your topics (or get a list) using this endpoint….

https://api2-eu-west-1.insided.com/docs/community/#tag/Conversations/operation/getConversationList

This will give you the IDs you need for the next endpoint, the getConversation …..

https://api2-eu-west-1.insided.com/docs/community/#tag/Conversations/operation/getConversation

This will return your topic (lead post) and the contents. This will need to be called for every id returned by the  getConversationList endpoint.

Next you have the replies endpoint. This can be found here….

https://api2-eu-west-1.insided.com/docs/community/#tag/Conversations/operation/getRepliesForConversation

This will return the replies and the content.

Remember that this will need to be done for “Questions” and “Product Updates”, etc, in similar ways using slightly different endpoints. However, it should follow this way of working.

Userlevel 5
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Jumping in here (hopefully migrating our Salesforce community to Gainsight CC later this year).

@kstim, thoughts on whether this is something we’d be able to build out during the implementation process? If we’re migrating x number of recent posts, going through and tagging them manually would probably be a mind-numbing nightmare, but being able to export them during the process to a CSV/Google sheet could be useful.

@Kenneth R, any insight on how we might be able to extract post content during the migration process? It’d be very useful to analyze our existing content to come up with a standard set of tags for net-new posts.

Userlevel 4
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@dayn.johnson As Kenneth alluded to, we may be able to use Zapier for this!

Userlevel 4

@kstim how many posts are you looking to migrate from Salesforce Community? I have migrated to and from Salesforce Community before. 50,000+ posts. If you have a lot of content to move, Zapier won’t handle those numbers cheaply or quickly. You may want to look at an ETL product to do this. 

You may also need to do a bit of HTML modification. Moving to Salesforce was super tricky due to Salesforce’s limitations. But I have a feeling that you may experience some quirks taking what Salesforce has stored and moving it here. However, I’ve not gone from Salesforce to Gainsight, so that is just something to keep in mind. 

Userlevel 4
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@rhall Thanks for sharing this, I wasn’t aware! I am not sure how many posts we’d be migrating, but we also do have access to an ETL tool that might be better suited for this type of task.

Userlevel 5
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@kstim how many posts are you looking to migrate from Salesforce Community? I have migrated to and from Salesforce Community before. 50,000+ posts. If you have a lot of content to move, Zapier won’t handle those numbers cheaply or quickly. You may want to look at an ETL product to do this. 

You may also need to do a bit of HTML modification. Moving to Salesforce was super tricky due to Salesforce’s limitations. But I have a feeling that you may experience some quirks taking what Salesforce has stored and moving it here.

 

 

Thank you @rhall! I’m not sure how many posts, but I somehow doubt it’ll approach the thousands. Most likely in the 10’s or 100’s. The vast majority of our community posts are webinar notifications, so I don’t think it’d make sense to bring over a huge backlog of that kind of content.

@kstim, I’ll keep this in mind when we start planning our migration. My thought upon seeing this thread was that this would be a good way to standardize our tagging in CC so we don’t have confusion.

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