Discuss Gainsight Products

Hi all, A view of our users mentioned a button on our community. @Niels Kamper and I have been searching all over our website, but couldn't find it. Is there any way our community members see different features than we do? Also: what does this button do? Translated to English, it says 'Mark all forums read'.

Hey everyone. We're building our proceses here and would like some advice. I would like to track certain activities and roll them in a report to demonstrate CS's influence on retention. These activities may include a QBR, a call, training etc... How do I best architect this? I have CTAs that create the QBR, we have timeline activities that are calls, tasks that are calls (as they are part of a CTA playbook), training timeline activities etc... Would like to understand what people have standardized on for reporting purposes. Thank you!!

Hello everyone, I have a forum named after a product, and that product has recently changed names. There are about 60 topics in that forum and was wondering - is there a best practice or any guidance on how to handle a rename? Or am I just over thinking this and should just rename it. I guess I will lose some SEO juice but not sure. Looking for your feedback and thanks

I am attempting to add a Global Filter to a dashboard but the objects appearing in the dropdown are not as expected. For example, I should be able to select Account or Customers for the reference field since I have reports that are built off of those objects in the dashboard. In the screenshot I have not selected any reports but I did try to select the various reports and the available objects did not change. Any advice for getting the Account or Customer object to display as an option?

Are there any plans to enable migration to Survey 2.0 from active surveys? We have several surveys that are and will continue to be active (do not have an expiration date) and we would like not to have separate sets of data (pre migration and post migration). If not, what would be the best path forward to migrate these surveys? Thanks!

Hi all, Question: it seems impossible to move multiple replies to a new topic (it is possible to move them to an existing topic however). Can anyone tell me why?

Hi everyone, Can you add an image in the html code in the custom page? I couldn't find the repository for the html code to read in order to display the images. Thanks! Lucian

  I'm so excited to announce that we finally have the ability to @mention members on Community posts!   In a post or comment, just type the @ symbol and the first few letters of a community member's name (Gainsight employee or Gainsight customer) and select the user! They will receive an email notification with your message.   We hope this helps you share answers and input more quickly and directly, as well as get the followup you need!   Happy Friday!

  Don’t miss this incredible opportunity to win one of FIVE vouchers for 50% off a ticket to US Pulse 2019 in San Francisco, California from May 21st - 24th! We will be rewarding the most helpful members on the Community -- will you be one of the lucky five?! Pulse is the official Customer Success industry conference with over 5000 attendees and more than 150 speakers! Earning a 50% off voucher represents nearly $700 in savings! For more information on Pulse 2019, click here.    CONTEST GUIDELINES The Most Helpful Community Member Contest starts today and ends on April 30, 2019. We’ll announce winners in early May. Here’s how you can earn points on the Community and be eligible to earn one of FIVE 50% off vouchers for US Pulse 2019: Share your processes for addressing a business challenge using Gainsight Provide work arounds in response to others’ feature requests or problems Help other members by answe

Gainsight PX (formerly known as, Aptrinsic) is the easy, powerful, and complete Product Experience Platform. Gainsight PX helps you leverage rich product analytics and relevant user feedback to understand what product features your users value most and which areas of the product are ripe for enhancements - all without coding.   To learn more, schedule a demo, or start a free trial of Gainsight PX, click here.   For product documentation and help using Gainsight PX, click here.

Hi, Our CSMs often record calls and have asked if it's possible to attach these to Timeline. I see that .jpg,.jpg,.gif,.png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx are available file formats. Is there a plan to add mp4 or m4a on the roadmap? I understand there may be an issue with file size (currently at 30 MBs if IIRC) but it'd still be beneficial to be able to upload the smaller files for recordkeeping. Thanks!

What's the best way to accomplish that? Is there an OOB functionality/setting they should be using?

Hi Guys, ​ Im building a stacked column report for a dashboard. ​ When i filter by what i want to be in the stacked column i use "include" and check the filters i want. Annoyingly there are 7/8 options that I could categorise under 1 name and this would look a lot cleaner to the user, than seeing 7/8 different colours. ​ Hope i have explained this well enough. ​ Any help is massively appreciated!

Is there any plan to support sub-categories on Insided ? if yes , any estimated release date ? Thanks ! Kaouther

Contacts in Timeline only pulls in contacts related to the Gloabal Ultimate. We need it to pull-in related contacts too. Not sure if this is a bug or enhancement request, but i need to get it on Product team's radar - its an important fix for GE.

Hi - We are running a few programs that send 60 day, 30 day, and day of reminder to a sub-set of clients as they approach their renewal dates. Through this program we have developed a field in Salesforce that opts clients out of entering this program, but they can also be opted out at any point in their journey. My question is, how do I remove clients that are being opted-out of the program (JO) after they have already entered it. Is this possible?

Does anyone else notice that when you visit the Customer Success 360 page for a certain account, that it jumps or scrolls to certain sections on the page regardless of where you click into? It's happening where it also returns to a certain widget halfway down the page when I'm trying to see other widgets instead...

When going to the C360 and manually adding a relationship, the name field only allows for you to put in 40 characters max. ​​ For example, we've tried to add one with a name of REFERENCE ADM Project and Portfolio Management. But you'll see that it cuts off the last 6 characters because of the max in the UI. When inserting these from data loader, it allows longer because the length of the Name field is standard length of 80 characters. This really makes the manual relationship add unusable when you have long names, so hopefully we are able to resolve.

Hi! I'm having issues finding the documentation regarding the real time sync of timeline activities and it's effect on the Salesforce API. If we average around 60-70 timeline activities being logged per day, how many API calls would that result in? Does each activity make an individual API call? Just want to make sure that it won't cause any issues with our salesforce instance before activating this feature. Thanks!

Members of my community often create the same type of questions and topics for discussion. In this connection, my moderators are transferring these new questions/topics to topics previously created by other users. And for some reason, these topics that have been moved to current topics are displayed here http://prntscr.com/mn8riv and when you click on them https://community.kyivstar.ua/topic/show?tid=26926&fid=19 https://community.kyivstar.ua/topic/show?tid=26684&fid=19 - 404 errors are displayed. Question. Is it possible to make it so that when clicking on an irrelevant link, a redirect will work to the actual topic to which this or that user comment has been transferred Thank you.

Our CSMs use CTAs to remind them to reach out to customers to schedule meetings, then take notes and record their meeting follow-up emails from within the CTA. That way when they look at Timeline for the account, they can immediately see which meeting notes and follow-up emails went with the meeting because of the CTA label. Is there a way to apply to CTA label to an email activity that has been created through BCC'ing to Timeline? We'd love to be able to keep everything organized.

Hello, I am reaching out to see if there is any value on getting set up in Sandbox before Production. Just want to see if others utilized the Sandbox after the launch to Production. If you do have Sandbox, have you found it valuable to assist in your Gainsight process? Thank you for your help in advance.

It is very confusion and has tripped multiple customers of mine. Also the fact that because of this setting, the powerlist option is not visible.

Hi , Being a new admin, I have a quick question about email to timeline functionality. So far, the email functionality seems to be working with gmail (until we run into major issues... fingers crossed!). But our team sends out meeting notes to our customers via our Project management app teamwork. We noticed that when the email is sent out, the FROM email address is listed as xxx@teamwork.com Because of it being not recognized, the email is never received within Gainsight Steps followed so far: 1. We have now added this account in SF under our org Visier. The Visier is now listed as one of the customer accounts in Gainsight. 2. I have added this as an active user in Gainsight (Admin > user management). But a license is not provisioned. Our SF admin provisions licenses. But I dont think that would be an issue, please correct me if I am wrong! 3. Enabled Timeline email functionality and added @teamwork.com as a domain from where GS can accept emails. 4. Enabled email to tim

Many customers have a Salesforce/Gainsight Sandbox environment, and periodically need to refresh it. This article explains our best practices for maintaining your Sandbox.   Please share your questions, and we'll respond and/or update as needed!