Discuss Gainsight Products

Hi,recently we’ve migrated to GS and none of the subscriptions were transferred. We’ve already notified our users but we have a large number of customers who really value their user group. Since there’s quite a lot of members and all of them would like to be subscribed to the content there, is there a way we could subscribe them in bulk on their behalf? In other words, is there anything we can do to make every member be subscribed to the group without them going and doing it themselves? Thank you in advance!

Is there a way to differentiate between a Company and Child account when using Gainsight Assist in Outlook?Companies that have the same name as a Child account are not able to see which option to select to tie the email to the proper Company timeline. 

Hello Fellow Community Managers!!We’re just getting started with integrations, and Product Board is definitely something we want to evaluate. How are you all using it? I’d love to understand how this integration helps in collecting feature requests and feedback, and how it loops back to Product Managers. Any interesting case studies or insights you could share would be highly appreciated!

We have some custom user profile fields that are currently displaying in a strange format. Perhaps they’ve always been like this, and I didn’t notice! Either way, especially given that we’ve formatted the options nicely in Control, is there any way to have the front end display the same way? Profile DisplayBackend setup 

We run quarterly QBR’s for all clients where we have a 3 call 3 email cadence and then send a success snapshot if we don't get a meeting scheduled. I am trying to just add the success snapshot to the last email if it makes it that far but don’t see a way to do that. I know there is an older post where there is a workaround but it seems to be an internal workaround but not for external sharing. Any insight?

As a Staircase admin, or Staircase user, we are currently unable to add more filters to help us communicate the right notifications to the right people at the right time.For example, I’d like to suggest a few more options like:ARR threshold - Having the tier/segment filter is helpful, but isn’t the whole picture. We want to include a dollar threshold that allows us to filter out much of the “noise” currently being created by turning on all extremely negative sentiment notifications Topics/Products + Events - i.e. ability to notify on extremely negative sentiment only related to Product X or when a specific topic is mentioned. The feedback from our users right now is that they are getting overwhelmed with too much “noise” of feedback that isn’t relevant for them in emails. We want to help drilldown these further so that they retain their full value in being actionable and relevant for the recipient.

Hi all! I’ve looked around in the Community for this info already and while I’ve picked up a few stray threads here and there, it seems like what we’re doing is a little “wild west.” 😅🤠We’re styling a fully custom navigation/mega menu using a combo of HTML, CSS, and JS, using the custom Header, Third-Party Scripts, and CSS areas. We’re 95% of the way there in our sandbox, but are having trouble getting the search button to appear in the new nav. We can’t seem to isolate the original elements to get it to display and function correctly so that we can style it and be done with this endeavor. I’m curious if anyone has done anything like this, at least with the search specifically, and could offer tips or point us in the right direction. Thanks in advance!

Good afternoon,I'm looking for some advice on setting up a self-serve onboarding experience for new customers using Gainsight PX. I have a detailed plan, but I'm encountering a few challenges with the new Knowledge Center Bot editor.My onboarding journey consists of four main checklist items, and I'm trying to figure out the best way to structure them in the new editor: Configuration Setup: A multi-step guide with 11 individual sets of tooltips. I need this checklist item to show a progress bar (e.g., "5/11 complete") as the user progresses through the guide. Video Guide: Core Functionality: A video walk-through. Video Guide: Mobile Experience: Another video walk-through. Final Activation Step: A final celebratory pop-up. My main confusion is how to properly link these multiple engagements to a single checklist item,

Realtime checks on a new user with the dB would be really cool to haveBut till then, could someone share how can I edit the Registration form, especially the yellow highlighted part? 

When looking at the relationship details between an employee and stakeholder, the details frequent reference “average”. What is that average based on? Average compared to their normal interaction patterns, other stakeholders on the account, average across all stakeholders, the tier? And is it the same for response time, sentiment, formality, etc?    

Hello Team, We have configured the picklist in the Search Fields section along with other search fields on the Success Plan and Cockpit pages. However, the lookup searches on the Success Plan and Cockpit details pages are not returning results when we perform a search. When we remove the picklist, the searches work as expected. ​@pgeorge 

We’re excited to share three powerful updates that streamline insights, boost account agility, and make your analytics even more actionable. Patch Release Notes Here's what’s now live:Introducing AI Insights in Path AnalyzerWe’re thrilled to announce the first AI-powered feature in PX! AI Insights transforms complex user journey data into simple, actionable takeaways, helping you move from analysis to action in seconds. No more combing through long paths or second-guessing patterns; with a single click, you’ll see exactly where users succeed and where they struggle.AI Insights helps make pr

What are your strategies for highlighting events? If you have a lot of events in a week do you send a weekly “here’s what’s happening” email? Do you rely on the event subscribe notifications?  Do you send one off marketing campaigns per event?  Do you send a monthly newsletter with “here’s what’s coming this month”? What’s your go to strategy? I’m curious to see what everyone is doing.

Hi! I’m using Events to host on-demand webinars. The challenge is that the past event date still shows, which makes me worry people think it’s over instead of available to watch. I’m using Events because it’s the best way to organize and display the webinars.Is anyone aware of a way to hide or remove the date for on-demand events? Any tips would be greatly appreciated!Thanks,Stine

I see it’s possible to do via the Update a field in a user’s profile operation. And I’ve successfull set it to null, but that makes the avatars look broken: broken image for null Avatars I want to just clear any existing avatars via the automation (use case: customer churns, updating profiles to remove any personal info, etc). And I want the end result to just be the default Avatar that puts the first letter or number of the username into the avatar.default avatars 

With the release of the new Account Viewer (V2), we now have the ability to calculate and display Stickiness Scores using updated methods. Specifically, the new Account Viewer supports the following calculation types:Daily Active Users (DAU) / Monthly Active Users (MAU) Weekly Active Users (WAU) / Monthly Active Users (MAU)However, when configuring Stickiness Score widgets on dashboards, the available calculation options differ. The dashboard widget edit menu currently supports:DAU / MAU DAU / WAU Summary: There exists 3 calculation types but each of the feature areas only have access to two.MAU / MAU WAU / MAU DAU / WAUIt would be highly beneficial to have consistent calculation options across both the Account Viewer and dashboard w

Hi everyone,Our education team shares content in a dedicated section of the Hub and they are interested in changing certain aspects of the layout for their content. They asked if the following is possible (only in their section/categories not the entire community):Remove/hide related topics widget when you’re viewing a post  Remove/hide navigation when you’re viewing a postIf anyone has insight, I would love to know. Thanks in advance :) 

 Product: Gainsight PXIssue Summary:We are using Gainsight PX to trigger a guide (Guide B) via a query parameter (?showGuide=guideB) on a specific page. The guide is set to launch automatically on page load, with the qualification scope configured as “once per visit” and “ignore throttling” enabled.However, we’ve observed that when a user clicks the Knowledge Center Bot (KCBot) button at the bottom of the screen, it causes a page refresh, which re-triggers Guide B unintentionally. This creates a disruptive experience for users who are trying to access help content via the bot.Steps to Reproduce:Navigate to the target page with ?showGuide=guideB in the URL. Guide B launches as expected. Click the Knowledge Center Bot button. The page refreshes and Guide B re-triggers.

Hi all,Seems like we’re not able to set CTAs as recurring in a success plan template. My success plan is using a combination of objectives and lifecycle CTAs. Lifecycle CTA set to recurring: When I’m in my success plan template, I’m unable to set the CTA to recurring, including upon creation of that CTA: and after creating it, from the actual success plan to which the template was applied:  This isn’t documented as an explicit limitation, and really, why should we not be able to set some CTAs as recurring in a success plan

Hey,Is there any way to convert a community category to a section?We are in the process of splitting a category into multiple sub-categories therefore the main category will now need to be converted into a community section…Any tips?

Hi everyone 👋I’m curious how some of you may be translating knowledge base content into your third party AI support agents. There doesn’t seem to be an easy way of exporting that content in a workable way from Gainsight (e.g. pdf)...and so it seems like we’re left with a slow and inefficient process of copying/pasting content into pdf format to feed our AI agents.Is anyone else in a similar situation? Have you found better ways to solve this?

Would someone be able to describe and guide me on replicating the PX Support ticket submission process.I am talking about the contact support button within PX. And then how do i add the extra fields as per here.  

Hey,I am trying to use the content overview in the admin side to assign a bunch of ideas to a newly created product area. But in the options I don't see any ways to do this.I breaking down a product area into sub-categories and thus would like to assign ideas to the different categories based on tags and other product areas.

I don’t believe this would be in “phrases” so curious where I can edit the actual fields / questions on the registration form and note if I want them private or not…. 

Is there a way for us to see if an account is connected to Gainsight via a domain or contact sync? It would be very helpful to have this flag on the account so we know.