Discuss Gainsight Products

I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?

CMgrs Assemble! 🦹‍♀️We have the Int. Community Manager Appreciation Day on Jan 23, Let’s think about an International Community Day, shall we?  Btw, there already seems to be a movement for Oct 8 on Social, Shall we run with that? Share your thoughts.

Is there a feature in Control to resend activation emails to members? If not, I’ll create an Idea for this.  Use case: someone signed up a long time ago, never activated their account, and can’t find the activation email. I want to be able to resend the email to let them activate their account...

Gang, I have an idea that I have no idea how to execute. Can you help?I always find gamification to be a little bit lacklustre. Points are, ultimately, meaningless and badges are a nice point of pride but, again, they don’t do anything. I’ve even had feedback from members to say that they’re more annoying than useful.Buuuuuut….What if there was a third system informed by the points and badges system, designed to encourage intense progression across the community user journey and reward very specific behaviours?💪 ENTER POWER-UPS 💪Power-ups work like this:A Community member does something amazing. As they do. They submit an incredible guide, write some thought-leadership or set up a networking discussion. Once that post reaches a certain number of likes or replies, they earn a power-up! The power-up gives them a one-shot dose of something amazing and useful. I

I noticed that any folder name that is added to Programs lower cases the words after the first. Is there a reason for this?  

SFDC edition: Creating a running list of Email Assist email templates vs. JO templates. Email Assist: You can't specify the sender in the email assist. Email will be triggered with the name of person who triggered it.The use case would be mostly about sending from a generic email address (eg. customersuccess@abc.com) JO: You can. Email Assist: You can only add tokens that are in fields of CTA/Account/CustomerInfo/User objects in the email assist (you can't add opportunity fields right or any other object field in the email as tokens) JO: You can.  Email Assist: You can add cc to the email but it can't be a field (csowner, opp owner, account owner); JO: You can   However, I found out that there is a workaround for #2 to add associated fields in Email assist : Say you want to add a field fro

Hello everyone. Can someone please help me to set up an e-mail? I am trying to add the e-mail template in the Program, I fill out all the required spaces but I get this message: Error Message: Please enter a unique step nameI’d appreciate any insight, help or ideas on this. Thanks. 

What’s this then? <div role="button" aria-label="Knowledge Center Bot, also known as KC Bot is an onboarding assistant that allows you to see the list of onboarding items in one place for quick and easy reference. This improves your in-app experience." tabindex="0" class="dragging-handle"></div>  

  A sizzling January : Recordings of what made it great to the end of this post!“The answers are all out there. We just need to ask the right questions” - Oscar Wilde.We did ask all our past office hour attendees what kind of sessions would be helpful for them. Based on the responses this month, we came up with our new theme - the qualitative aspect of user experience research via “Surveys.”In SaaS, We build products from scratch , validate the product-market fit and then see customers and opportunities coming from different parts of the world. The urge to satisfy every customer is natural but not realistic. Prioritisation plays an important

Hello everyone, I was curious to know if anyone had tried to host or leverage their online community for a hackathon. I know these are very popular offline. I'm looking for ways to integrate our online community into those activities. Questions: Have you ever run an online hackathon? Have you used special software/website to do that? Any ideas on how to integrate a hackathon into your community? Thanks for sharing in advance, hoping others find this post useful.

Looking for a chrome extension or something with this functionality.

Hoping to find a solution to scheduling a JO to send to a recurring set of particpants quarterly. Current functionality of GS’s JO schedule doesn’t allow scheduling past monthly. 

As I work through updates and tweaks to Dashboards, it would be great to have a “draft”. Once you hit save, the changes are immediate. We often need time to work on something, fine tune, update the global filters (which are painfully slow often), communicate, then publish. The way we are working through this now is copying a dashboard and updating the naming convention with V1, V2, etc.    It would be nicer to be able to work in a draft state and then publish, that way we aren’t have to go through the duplication process for simply switching out a report or two.This also helps keep our dashboard list clean and minimal (no long list of versions).

The AO Emails being a Standard object, is not configurable to include a lookup field to the Account object. These are the only two lookup fields present on that object.  How can we achieve the desired result to show the contact name, side by side with the account name?

Hoping to get some insight on filtering a report in JO. This program is going out to a specific set of internal contacts. A filter needs to be applied to the reports for a particular date however the filters in JO only applies to fields in the particpants source. 

Hi All - I believe this exists but cannot remember what it is - and none of my guesses have worked.Isn’t there a page where we can send people to create an account, like:www.community.yourcommunity.com/joinor /registeror /createanaccountI cannot remember what it would be! Any help appreciated. 

Incorrect formula properties in summary line on Row enabling in Reports. as shown in picture 2.Picture 1:The Field Email Open Rate is calculating using formula EMAILOPENCOUNT/EMAILSENDCOUNT.Picture 2:On row enabling on Company Name the summary line highlighted in bold font as shown in below picture. By default date and string fields are counting up where as numeric fields are summing up.In this case, if we are using any formula fields on numeric datatype the same formula properties are not considering for summary line. Which is giving misinterpretation as Email Open Rate for total Company resulting to incorrect value 360.89% but it should be 28.28%.Please consider this enhancement/fixing the error below on consider the same formula properties for summary li

It would be ideal to be able to filter the answers of our survey in the integration that exists with PX and Slack, through which we receive notifications every time someone responds to our survey.  For example in Slack we would like to be able to filter only the "Detractors" who are "Admin" users. For now we can only select to receive all responses, but there is no option to filter and this would be ideal in order to take more immediate actions depending on the user type who is answering.  In our specific case we would like to receive notifications when they are Admin users since they are the people who have more access to our tool.  

Hello, I am unable to find an object called Customers in Gainsight I found this piece of documentation which states: 

Hey Team, Working with a customer and we find It would be highly beneficial to allow a user to set their 'default' timeline entry type when creating an entry from the calendar integration. Would this be a possible enhancement?

What’s best practice when someone leaves your organisation, but has posted on your community. How do I change their status/usergroup to show that they no longer work there?  Thanks 

Hi there!Wondering if someone can point me in the right direction as I’m looking to edit our introductions bar widget. I read an article that mentioned you can edit them in the background underneath the “phrases” section but I can’t find it anywhere.Screenshot below of our current introduction bar. I want to update the value props and rather end it with the CTA: Ask your question - I’d like to update it to “Join the community”. Any help is very appreciated :) 

In a recent support session, @matt enbar showed me a great trick for adding a URL parameter that disables the custom CSS on your community. It’s very helpful for comparing out-of-the-box to what you may have customized with CSS. Asking here in hopes Matt can answer so I can find it again in the future (and so others can benefit) :)