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Hi, We are working on enabling the capability to import notes from external systems in timeline. Few external systems from which there is a need to import notes are - Salesforce objects (SF activities, GS Call To Action, etc) Evernote Onenote What are the other external systems from which you would like to import notes? Thanks, Nitisha
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
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?
Hi,When a user searches through contacts to add to a relationship, she/he wants to be able to search the company for people to add. Instead, when searching, all people in our Gainsight instance are displayed which makes it hard to sort through and find the existing client contact.Steps to reproduce: Go to an active R360 → Contacts → click + Person button → Search for an Existing Person → type in partial name → click Search → notice all names from company person display (not just ones tied to the company) making it hard to find the right contact.Is there a way to configure this or do I need to submit a product idea?
Hi team,This may be a silly question, but I was testing adding a Ranking question to a Survey and wanted to make sure that the participant actually ranked the various options and didn’t just submitted the default order. I tried marking the question as “Required” but when previewing the survey, having the question marked as required didn’t actually do anything.Has anyone had this same question before? How to make sure the customer actually reviewed the ranking? A matrix type question could also help here, but then the customer can give the same score to more than one option, right? Thank you!
We have large dashboards that our CSMs use. If there was a way that we could default the view of the dashboard to “current user” our CSMs would not have to apply the filter every time and load times would hopefully be improved. We have CSMs saving their filters, but we have received feedback that the saved filters reset frequently causing frustration.
I was testing out some dropdown categories that will be associated with a new activity type, but after testing I was unable to delete the dropdown that I didn’t end up wanting to use. Have others run into this problem? My real problem here may be that I don’t have a “Sandbox” testing environment that would allow me to do this in Gainsight. Is this something that is available for Admin users? Any ideas, suggestions, or comments welcome!
Hi Gainsight Community, Our goal is to set up a bi-directional sync from GS CTA Tasks to SFDC Opportunity tasks. The Task Syncing options available OOTB (Auto sync or Bi-directional) only sync the tasks to the SFDC Account. The CTAs are triggered via rules from SFDC Opportunity as a source and we utilize the Linked Object through the rules actions. Regardless of the linked object showing the correct SFDC Opportunity, the tasks all sync to the SFDC Account tasks.Our Goal Workflow: CTA is triggered via Rules from SFDC Opportunity and created at Company level in Gainsight. All CS Tasks sync from GS to the linked SFDC Opportunity and appear under Opportunity Tasks (NOT Account Tasks). This post was the only one I could find that is close to what we are trying to accomplish with CTA Tasks syncing to SFDC Opportunity Tasks:“I feel most would agree that if I want to link a CTA to an Opportunity, one would also want the ability to choose to synch the Timeline entries to that Opportunity’s
Our team is trying to get better about showcasing the time and $ saved by releasing certain pieces of Gainsight functionality. The current usage data makes this very challenging. For example, I can see the number of Cheat Sheet ‘events’ by week but I can’t see if those events were all by the same user or part of the same customer. So are those X event truly using Cheat Sheet X times? or did the user just click through the various tabs, scroll to the bottom, and refresh a couple of times. Those are 2 very different experiences and adoption is not the same. We use to use the refresh metric assuming that they’d always refresh before viewing, but now with auto refresh that isn’t really accurate for what we’re looking for either. Any other suggestions to help us show ROI of key features?
Hi Everyone! I am looking to see if anyone has suggestions, recommendations, or best practices on how they document the journeys / programs that they have created & have running. As we continue to add more programs, we are wanting to have a quick way to audit the audience of multiple journeys and ensure we are not sending journeys to the same group of people all of the time. My goal is to create a template that someone must fill out before, during, or after creating a journey. This is to help admins get a quick glance of what is or isn’t running, potentially using this as a check list to know who to include or exclude, and then be able to create a general summary from for our leadership team and our customer facing teams. I am looking forward to any recommendations that you all have! Thank you.
Hi all: Not sure if im missing something, but could use some help. Here is the scenario:As a user, I open a CTA and link it to an opportunity (shown below) Through the CTA, I then log my timeline activity to report progress on the Opportunity through the Timeline within the CTA.Since I linked the CTA to an Opportunity in SFDC, the expected behavior (i believe) is that when I went into Salesforce, it would show my timeline activities as “tasks” on the opportunity. On the contrary- the result is that all tasks, regardless of linking to an Opportunity all synch to the account page. Does anyone know if there is an automated way of doing this? I don’t see any “linked to” on the Timeline Activity object- otherwise I would set a rule to push that to Salesforce. I’ve heard of other workarounds where CSM can enter Opp ID, but that’s quite a manual process that will deter from my goal of making Gainsight “easy” for you as a CSM. Is there a more turnkey solution on the roadmap and/or if there
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Is it possible to have different G/Y/R thresholds for individual measures? I found an old post from a number of years ago that indicates that this is not possible, but wanted to check again. I have set our thresholds for our overall score value to our ranges, however it looks like those ranges apply to all measures.The issues are that our measures are numeric, but different measures have different numerical ranges for being good vs, bad. For example, we have a measurement for number of active days in the platform in the last 30 days. 30 would be perfect (not actually bad).
Hello!! Is there a way for my CSMs to in line edit on a report or the C360 their customers sentiment score? It would be ideal if they could see a list of their customers and then be able to change the sentiment score right there from that list. Thank you in advance!
I am looking for good ideas on how to capture requirements from my Gainsight users such as Ideas for CTA’s, Rules, Playbooks etc…During implementation we used Smartsheet but that was for a specific audience and my goal is to setup something like a Microsoft Teams Form to allow requestors to fill out necessary information in order for GS Admins to create.Currently I have a generic intake form via Microsoft Teams but that is limited and wasn’t sure what else others may be using. Thanks, Jason
I’m building an activity report based on activities submitted by our CSMs that include a dropdown list, where multiple items can be selected. I’d like to have the report show a count of submissions that count the number of individual dropdown items, not the combined amount of dropdown items. For example, I’d like it to show this:Count of dropdown 1: ###Count of dropdown 2: ###Count of dropdown 3: ###Instead, it’s showing this, which is too cluttered:Count of dropdown 1: ###Count of dropdown 1;dropdown 2: ###Count of dropdown 1;dropdown 2;dropdown 3: ###Count of dropdown 1;dropdown 3: ###Count of dropdown 2: ###Count of dropdown 2;dropdown 3: ###Count of dropdown 3: ###Is it possible to do this in the Report Builder? Thanks!
Hello team, Hopefully we can enhance the current security feature for shared reports. We found out that even if you share a report to specific users, once anyone got access to the shared report link. They can access and view all the data and information even if they’re not on the Users list access (even users outside of your company). This is a bit concerning as we cannot remove the possiblity of Human error accidentally sharing a report link that contains critical information of the company. Hopefully this is something we can add/enhance quickly. Thank you!
