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I thought I had seen a post about this, but could find anything through search so apologies if it's a duplicate. Having to add new filters to a Query Builder task is a huge pain because you can't drag the field to where you want it. I have a program running daily that I now need to stop, duplicate, and add a new qualifier to. The new field being 'P.' needs to be in the same clause as H or I. I have to delete J-O to get P in the right position, re-add J-O and their values, and rewrite the logic statement. This should not require this amount of rework.

Hi, it would be useful to have a generic link to the users’ profile card we can use when we need to communicate where they can update the information on their profile card. 

We’re frequently getting questions from our team to analyze ‘all the CTAs’ that are currently active. In the past we created a ‘master CTA database’ in a spreadsheet to share out with stakeholders, but obviously that is difficult to keep up with manual updates. How is everyone keeping CS stakeholders informed of your ongoing/active CTAs, not just updates for new things you’re implementing? It seems like there isn’t one central source in Gainsight to easily share the things they want to see: CTA Name, Trigger Criteria (customer segment), Playbook Tasks, etc

Im new to the Gainsight Admin role and one of my end users is asking this question: when I check Customer 360 and Customer Health, Under Measure Groups, Adoption scorecard show N/A even though there appears to be usage data. please see the screen shot 

We just had an internal webinar at Gainsight where @gopal_rao_kallepu took us very patiently through the newly minted C360/R360 view. If you are on the fence about migrating to NXT, this functionality will seal the deal for ya! So many goodies in a single release!Chronological view of key milestones depicting the customer journey: ARR change, Opp close, EBR, CSM change, Stage change etc. It addresses many of the UI improvements for admins It gives power to the end users It is much more beautiful and intuitive. The design is very thoughtful to hide complexity from the end users/admin but at the same time not compromising on configurability. That combination is rare to achieve. Preview functionality of the customer journey AND preview functionality for the views Addressing the complexity on the relationship 360 view and hierarchies The ability to add logo of the customer in the C360 Smart improvements to the UI to show configuration options such as bringing Timeline to the main view. 

Are there any pre-made decks for Gainsight?I am looking for Success Plans Overview, to be specific. If not, is there any info I could use to present this section to my team?Thanks!

Can I attach a deck to an email template in JO? Thanks!

Hey everyone,We are currently in the process of adding the NDR to Gainsight. Currently we calculate them on the level: Market Segment → Region → Subregion. Since it is a percentage, we cannot then calculate it correctly for the whole company (or per market segment or region), as the average over percentages unfortunately leads to a distorted result.  Have any of you ever had a similar problem and can help me? Thanks in advanceAdrian 

This thread is being redirected below so community members can vote on this topic. Launch engagement, guide, article, etc. from engagement, button. link, etc. | Gainsight Community

Hi There!I am a new admin trying to help guide my CSM’s with the Success Plan and need some help.Here are some of their questions/concerns:How long will it take to implement this function of the tool? In a perfect world, what kind of behavior would we like to see the users exemplifying each day/week/month in order to say it was a successful rollout? How does the tool work/what are the functionalities?Is this something you can help walk me through?  Or at least help me answer their questions better.Thank you so much!

Hi, We are looking at introducing the ability for helping admins do a test run of a program. There have been several threads discussing on the same and several aspects to this. The problem we are trying to solve is as follows -  The journey designer configures a complex program spanning several steps and finishes the mapping and also syncs the source or has an idea of the fields he wants to bring in from the source. The designer wants to see whether the journey works as per the configuration and wants to do a "Test Drive" with a sample participant and wants to walk through the journey. Currently , there is no easy way to do this without involving cloning of programs and multiple configurations. This has been a recurring pain point which we want to address. PS - This thread is about the program design and helping the designer in evaluating if the individual steps configured in the program are working as per expectations for the business case you are trying to solve. Testin

Looking to learn from Community Manager friends what has worked for you to keep internal folks: PMs, Documentation, Support, Engineers motivated to keep supporting the Community?Employee leaderboard and badges are the first gear, but what have you done beyond? What carrots seem to have worked to make Community engagement by non-Customers, not feel like a burdenSpotlighting in newsletters? Physical RnR, Monetary rewards? Made Community engagement part of team KRAs?Also what is the best way you extract that monthly data per team, role, group? 

Hi, it’s been my experience that users cannot resize images when they post. I can resize images when I post an article from the Control, but not when I create a topic. Just wanted to confirm that’s correct and I’m not missing something?There’s this previous Idea that implies this feature is available, but I’m not sure if it applies only to the Articles.Thank you!

Am I able to run a report of the score changes in Gainsight that we can audit Salesforce against? 

When I click on Control from the second page of an idea, I get a 404 error. Could this be a bug?If it’s not a bug, I recommend allowing us the ability to click into Control from the second page of an idea so we don’t have to go back to page 1 just to get into the control environment.

Fresh off the press... read all about the latest release in our release notes and check out this 8-min. video preview!   This release is packed with exciting enhancements, including: Send Emails from Cockpit CTAs without applying a Playbook Add up to 50 custom fields in Program Participant configuration New Adoption Explorer (limited release) for managing your usage data with powerful pre-built analytics Instantly create a formula field directly in Report Builder Sally the AI Bot is available in Gainsight widgets on Salesforce Account/Oppty/Case pages We look forward to hearing what you think of this release!

Hey, Community! We want to integrate Community and Product Board. The idea is to have the Roadmap available in the Ideation Section (in the community). I’m looking for bench - so we can see what is the best way to do it. Thanks a lot

Hi There!I have an account in Salesforce that is not getting updated to match the health details for the account in Gainsight.  I reran the Company sync job from Gainsight but nothing changed.Why would this happen?Is it a connector issue on the SFDC side?How can we fix this?Thanks!

Our earlier Admin has scheduled few reports and the receivers have stopped receiving it because we made the Admin inactive as he is no longer with company. Now, we have to re-schedule them with valid user, so is there a way to see filter just scheduled reports. We have 350+ reports, it’s tuff to check every report manually.

We’re setting up the SFDC<>inSided integration; however, if the new member doesn’t exist as a Contact in SFDC already, then no data flows through. Therefor, I’m trying to set up a Zap (via Zapier) to:Check if a Contact exists in SFDC when a new user joins the community If Yes, do nothing (engagement data will flow fine via the integration If No, check to see if an Account exists...this is where it gets a little tricky, not sure yet what fields to map from inSided>>SFDC to check for this, would love any examples or suggestions If Account exists, create a Contact under that Account If Account doesn’t exist, create an Account After Account is created, create a Contact under that Account I’m relatively comfortable in Zapier, but this is a more complex Zap w/paths so wondering if anyone else has done this and can share their Zap and/or tips. Thanks! cc @daniel.boon 

Last week we introduced the Leaderboard feature to our community. Other than a lot of feedback, one user drew attention to something that may be a bug or oversight.On the full leaderboard, badges are also shown. We have multiple users however who do not want to have their earned badges shown on their profile or anywhere on the community. Unfortunately, the full leaderboard does not respect this preference and shows badges regardless of the users setting for badges.Would it be possible to make it so badges aren't shown on the full leaderboard, if a user chose to not display their badges?

Hi All! I’m not able to find a Maven dependency for the Gainsight PX Java SDK. Could you please help me? Thanks in advance.

Hello fellow Gainsters … I am the Director of Customer Success at a software development company that works with a very niche customer base - the state and county government space. Fresh off of the heals of Pulse 2022, I am recharged in getting integrated into the Gainsight community to learn and ideate. I would love to connect with fellow Gainsters who work in the government space. There is a lot of similarity between B2B and B2G (Business to Government), but there is likely the same amount of difference and with that, I would love to chat about what is working for others in the government space nd what is not. I would love to share the successes we have experienced as well and also where have tripped, fallen and had to get up and dust ourselves off.  

We are relatively new to Gainsight CX and have just begun to start launching our first email tech touches in JO. A few of our journeys have 100% deliverability but a few of our other ones really struggle and were receiving nearly 50% bounce rates. I am just hoping to get some insight on what may be the issue for these ones. Is it purely content based? (ie: subject line and copy needs to be better) or is it potentially something else. Contact list should be very clean as it is only for our direct contact with the client who would be receiving all regular comms from the CSM all year. This email is designed to be sent from the same CSM’s email address. I believe our DNS settings are set up properly. We have had much better success launching auto email touchpoints out of PX and I am curious if we would be better off taking all of our journeys into PX and either going with in-app notifications or email from PX. Would love to get some thoughts from more experienced folks! TIA!

Hi Community! I am in need of some help with clarifying a few questions on the Gainsight integrationWould anyone be willing to share a screenshot of what the data should/would look like in Gainsight? For the ‘Community visited’ data push does that include last login date, # of logins, or when they last visited? Is there another article that dives into the following bullet? Essentially I am trying to figure out if I can automate a private message or reminder to customers who become or are inactive using the bullet point below from Gainsight integration post Use Journey Orchestrator to remind customers to sign up to the community. Thanks in advance for your help!