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Customer Success (CS)

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  • 15,458 Replies
4890 Topics
sshroff
sshroffGainsight Employee ⭐️⭐️
posted in Customer Success (CS)
Important: Horizon Rules Migration Update

Hello, We'd like to inform you of the details of the deprecation of Bionic Rules/ auto-migration of Horizon Rules.Horizon Rules comes with an enriched visual experience making it easier for Admins to build and understand rules. In addition to the enhanced user experience, key benefits include:Enhanced Data Preparation experience and Single Object Flow  Enhancements to Action Setup Ability to update CTA & Success Plans via Rules Enhanced field mapping experience Visual Execution history including enhanced logsAs we approach the migration, we suggest considering the following steps if you haven't already done so:Review and remove any rules that are no longer necessary, including unscheduled, active, and inactive ones. Keep manually migrating and validating your rules to ensure a smooth transition.Need-To-Know Migration DetailsTiming The migration of Horizon Rules is set to begin the first week of June 2024. The migration process will be carried out in phases with the goal of completi

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sshroff
5 months ago
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lindsay.smithnorrisContributor ⭐️⭐️
asked in Customer Success (CS)
Gong and Gainsight Assist - CSM benefits

Our org is evaluating Gong (predominantly being led by our Commercial ops team), but I’m collecting some details on the benefits and how it is used by CSMs in Gainsight. When you have the Gong integration to Gainsight and it creates the Timeline record from the transcript and analysis of the conversation, can it also automatically create CTAs for the CSM to follow up on/action as appropriate?If you use Gong now and went to a new org that didn’t, and you were to pitch to that org why they should buy Gong, what would be your short list of benefits for how it will impact/help your Customer Success team specifically?

0
L
1 hour ago
jessica_owens
jessica_owensHelper ⭐️
asked in 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?

10
sami.burk
3 hours ago
phani_kumar
phani_kumarGainsight Employee ⭐️⭐️
posted in Customer Success (CS)
Calculating Rank using existed field value in Rules

Hi Team. Recently, I came across this situation where I need to Provide Rank based on some Numeric field Values.I have accomplished this logic using the Gainsight Rules Engine. And below are the steps to create Rank. First of all, the flow which I am going to show you that helps, if your data set has duplicate values or distinct values as well.Example, my data set is:And the output is like below In order to get that required output below are the steps that we have to follow in Rules Engine. Note: the steps which I am going to explain, will be the same for both types of data (Distinct or Duplicate)  Step 1: Fetch the Data set with the Numeric field(in my case it’s ARR) on which we wanted to apply Rank.Based on the above sample example data the output of the step 1 is Step 2: Create a Transform task in which pull the numeric field(ARR) in to the Group By Section and drag any other field(Account ID or Name) in to Show and apply count on it.So the output of this task is Step 3: Create one

7
shashanksg
6 hours ago
sakumar
sakumarHelper ⭐️
published in Customer Success (CS)
Viewer+ Analytics license

Gainsight has now added Viewer+ Analytics (paid) license which enables all stakeholders (such as Leaders or Sales persons) to better understand trends in your customer base with access to actionable insights that span your entire book of business. Users with this license can access additional features (than Viewer licensed users) such as Horizon Analytics Dashboards, CX Center (if purchased) and Renewal Center’s Analyze View (if purchased).IMPORTANT: Viewer+ Analytics license type only works with Horizon Dashboards. As an admin, you must migrate your tenants to Horizon Analytics in order to leverage this feature. Contact your Account Manager for pricing information of Gainsight license types. Business use case: Leaders or Sales persons want to access insights on the overall status of their customer base, or segments of customers. Admins can assign them this license type so they can view these insights through Dashboards, CX Center (if purchased) or Renewal Center (if purchased).Note: A

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V
10 hours ago
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Kalyani KoppoluContributor ⭐️
asked in Customer Success (CS)
Success Plan export

I was working on my success plan for my customer and decided to export it so I can see how it looked so I could include it on my email. I always share my screen during my meetings and work with the customer on the success plant, but there are times where you want to share an export of it.I was hoping with the recent release this would be improved. When you do the export on the Success Plan page it exports all CTAs and Tasks, and does not include the success plan you are viewing. It would be helpful to be able to export the success plan from the success plan page. Further, If you are on the cockpit for your relationship, the success plan CTAs do not show up. The only way I found to export these is if you are on the Main Cockpit off of the main menu. You also need a filter otherwise all CTAs are listed. Below are the screenshots of the various ways I tried to export the information.I also attached the CTA and Task output.If I go to All CTAs for the relationship nothing shows up: Thanks!!

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K
1 day ago
rahul_prayakarao
rahul_prayakaraoGainsight Employee ⭐️
posted in Customer Success (CS)
Feedback on Dashboard Exports

Hello everyone, I am the product manager for Dashboard exports, and I am trying to understand the use cases that would require you to export dashboards. And a follow-up question would be - are the current dashboard export capabilities (as PPT, Link, and PDF) addressing all your use cases?

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N
1 day ago
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marnol14Contributor ⭐️
asked in Customer Success (CS)
P360 Attributes widget is not loading

I’m looking to launch the P360 to our internal team but the Person / Company Person Attributes fields are not loading for me. When previewed, every other widget is giving a preview, except for that one.Is there a known bug that is causing that widget to not load in the P360?

4
anton_vinny
1 day ago
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balajibvContributor ⭐️⭐️
asked in Customer Success (CS)
Data Designer - Formula Field - Date - Is this a bug?

Im trying to create a date difference between two date fields in data designer (Created Date and Current Date) say a Success Plan.When creating a formula field for date type, Im confused why the second parameter wont load any date related field? Instead its showing an integer field. Also why it wont show option for “Today’s date” as it is available in Reports formula field? This seems to be a huge gap and a bug? 

2
dayn.johnson
1 day ago
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jenhermsContributor ⭐️
asked in Customer Success (CS)
Link Tracking and Outcomes in Advanced JO

I’m using Advanced JO to do a multi-step program. I’d like to redrop the first email if it’s unopened within 5 days. However, I’m finding that Opened and Unopened are not available as Outcomes when you are tracking links within the email.  Is it possible to enable link tracking in an email and have the Advanced JO program show  the Outcome of Opened and Unopened instead of Link Clicked & Link Not Clicked? The only way I can see the option for Opened and Unopened is to turn off link tracking in the email, but then I can’t track engagement with the email. Is anyone one else running into this issue, and if yes, what are you doing as a workaround?

2
J
1 day ago
shayerisen
shayerisenGainsight Employee ⭐️
posted in Customer Success (CS)
Upcoming Gainsight CS October 2024 Release Sneak Peek!

Hello Everyone,This is to inform you that for the Q3, October release, there will not be an Early Access to Release Notes document available. Here is a high-level list of tentative items you can expect in the Q3 Gainsight CS release:Scorecard Optimizer - Improvements to Setup and Model Results*  – We understand that optimizing scorecards is a challenge for many customers, as assessing their effectiveness and choosing the right weights and thresholds requires complex data analysis. This makes it difficult to predict churn and expansion accurately, which is crucial for efficient Customer Success operations. *Please note the Scorecard Optimizer enhancements are no longer going as part of the October Release.                                                                   Timeline: Calendar Context Resolution Update: While customers have made great use of the Calendar integration for creating activities, some have encountered challenges with contact data not being consistently accurate.

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ChiragJ
1 day ago
sshroff
sshroffGainsight Employee ⭐️⭐️
posted in Customer Success (CS)
August 24th Post-Release Updates

Check out our August 24th Post-Release Update and be sure to subscribe to the Product Updates section in Community to receive notifications for these updates moving forward.  

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sshroff
3 days ago
andreammelde
andreammeldeHelper ⭐️⭐️
posted in Customer Success (CS)
Customer Goals - Road Blocks to Switching from Success Plans

Want to start a thread on the road blocks of standing up customer goals in scalable way. Many of these were discussed in Beta but not updated in the GA release. Would like to know if anyone else is experiencing difficulties while trying to put together a POC for their leadership team Limited to using APIs for updates and creations via rules engine. IE this means you need to have an admin that is comfortable enough with APIs to help your team maintain the Customer Goals. Would be better to have a rule action Unable to limit display field editability Cannot associate to a relationship from the C360 (like you can with other functions like Success Plans). Makes CSMs have multiple paths to create the same thing Unable to require fields at “close” (see point below about “closed” identification”. Additionally, you can only require fields at the data management level which means if you add a field after records are created you cannot require that field. So flexibility to alter your layout is l

27
bradley
4 days ago
M
MaheshContributor ⭐️
asked in Customer Success (CS)
GainsightNXT (CS) Export difficult to determine failed records

In Gainsight NXT Company object, when I send a request to insert the records, I am getting the response in the jumbled order, in that case, how can I determine which record is inserted or not,When insertion fails, error response is vague, where it returns failed field details without gsId or any other unique ID making it difficult to determine which record failed. in case there duplicate failed records. (same error) (This is batch export each consisting of multiple records)"errors": [                        {                            "errorMessage": "Invalid/Inactive value provided for picklist.",                            "errorCode": "GSOBJ_1012",                            "fieldName": "Stage",                            "invalidValue": [                                "SomeStage Invalid Value "                            ]                        }”,

5
M
4 days ago
G
gabrielaarenasContributor ⭐️
asked in Customer Success (CS)
Best practice Reassign CTA's when a CSM is no longer an employee

I had 2 CSM’s who are no longer with the company so their book of business was reassigned to new CSM’s. The CTA’s are still in the old CSM’s name, what is the most efficient way to reassign their CTA’s to the new account owners?

1
pveeravelli
5 days ago
nrnkumar
nrnkumarGainsight Employee ⭐️
asked in Customer Success (CS)
Implementation of gainsight widgets using AURA components or LWC components in Salesforce

Hello Team,As currently salesforce is planning to deprecate the VF page and migrate lightning Aura or LWC components in salesforce in the near future and no deadline is provided. Now Gainsight currently support only the VF page and components to embed the Gainsight widgets in salesforce. Please find the support article which is used to currently set up VF code in salesforce:https://support.gainsight.com/Gainsight_NXT/Team_View/Admin_Guides/Configure_Gainsight_NXT_Custom_Widgets Could you kindly let us if Gainsight has plans to incorporate Gainsight Widgets in Salesforce using Aura or LWC components? 

3
pgeorge
5 days ago
mradford
mradfordContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Dynamic JO Sync Issue when using Query Builder Source

I am finding that the new Dynamic JO for Advanced Programs is not syncing properly after I make changes to the Query. I change the Query, Save and Sync, then review data but I still see values from prior iteration of the query changes and result set that says there is 2630 records. Even if I select Sync All, I do not see a new full replacement sync of the result set.I end up having to go into Advanced Settings, and changing the Uniqueness criteria, syncing again, then changing the uniqueness back to what it was to get a full reset of the Sync. which results in 1209 records.  Before I enter this as a bug, is there something I am missing on how to force a full replacement sync? 

9
revathimenon
5 days ago
mradford
mradfordContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Scheduled Monthly JO using CSV ?

Hi,Does anyone know if there is a way to schedule a Journey Orchestrator outreach monthly, using a csv file. When we add the csv file, we no longer get the Schedule option. Is there a way to do this differently? 

3
mradford
5 days ago
T
TreeMaine09Gainsight Employee ⭐️
asked in Customer Success (CS)
Questions on Capabilities in Inline Editing

From customer:  EXAMPLE: we have an attribute field called sub onboarding type, there has been cases where we need to do manual updates. In this example, it would be in relationship R360 under one of the tabs. In GS knowledgebase, it references being able to mass edit in My portfolio, however, the needed field are not able to be brought in this pre-build widget. So we are trying to find a better way to do inline editing for objective that’s high volumn. It is often very time consuming to click in each customer, then relationship, then the attribute type for each customer to make this update. Is there a better way to make this update without using rules or automation?

1
bradley
6 days ago
S
sahil_nazirGainsight Employee ⭐️
asked in Customer Success (CS)
Success Plan export

I was working on my XYZ success plan and decided to export it so I can see how it looked. I always share my screen during my meeting and work that way, but wanted to share something on my email and was hoping with the recent release maybe this feature had been improved. Well it exports all CTAs and Tasks, not just for the success plan you are on. Well and after further looking, it isn't even success plans it is just CTAs. You used to be able to export the success plan. If you are on the cockpit for your relationship, the success plan CTAs do not show up. The only way those show up are if you are on the Main Cockpit off of the menu.Here is an example. I am trying to export my plan for XYZ - It doesn't list them at all. Would be nice to have a more user friendly way to export Success Plans so you can email them as updates or use in presentations. I share my success plans with my customers and they can add comments and updates but it would be great to have a friendly output. Here is a scr

0
S
7 days ago
AlexaRubin
AlexaRubinContributor ⭐️
asked in Customer Success (CS)
New Home Page: cannot unlink Portfolio and Cockpit

It seems that once we updated to the new Home Page layout we can no longer separate our Portfolio view from our tasks lists (cockpit view).  These are two completely separate widgets for our team, and have completely different use cases that make them important to be visible in separate areas.  I was super disappointed to hear there was no way to split them.  Tasks are now completely hidden within the home page. CTAs can be within the Summary Banner but again, our team relies on the tasks due that day/week and not the main CTA due dates.  Has anyone else found a workaround?

4
BVirodhula
7 days ago
mradford
mradfordContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Best Practice on Deleting Jo Programs/Emails and cleaning up folders

Hi,There doesn’t seem to be a way to exclude completed JOs and Emails from the All  folder list. This ends up causing a lot of mess. I understand that we can drill down to folders and select program status. What would be a best practice on cleaning up completed emails and JOs?  I’ve been placing them in Archived folders, but they still show up in the main All folders. 

5
dayn.johnson
8 days ago
S
spd24Contributor ⭐️
asked in Customer Success (CS)
Best segment filters for targeting mid contract date of customers

I’m looking for a good filter set in a segment to pull in customers that are 5-6 months into a 1 year contract. I seem to have good current contract start date data and renewal date data. I can filter based on 1-year agreements. It’s the > = < and span logic that is challenging me at the moment around the start and renewal dates. I think I’m getting caught up on the ‘span of’ concept. 

3
dayn.johnson
8 days ago
R
ransteyContributor ⭐️
asked in Customer Success (CS)
@mention in a timeline API insert

Hi,Is there any way to code an @mention into the message added to a timeline entry via the API ?Many thanks.

1
jason_metzler
11 days ago
mradford
mradfordContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Best Practices on JO and Email Naming Conventions

Hi,Wondering what JO naming conventions others have been using that work well for you, Im currently revisiting ours.  We typically use:Product Name: CSM Type Outreach Description Geo/Market 

5
dayn.johnson
11 days ago

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