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7745 Topics
chrishunt
chrishuntContributor ⭐️
asked in Customer Success (CS)
Roll up contact level fields to the account level

Hey everyone!I’m working on a dashboard for our Customer Success field which will show a variety of different webinar metrics including polling responses, attendance, program related CTAs, etc. The majority of webinar related reports are being pulled from a newly developed SFDC object, which is being populated by our On24 platform - fields include the attendee name, account name, event name, duration, etc. This SFDC object is on the contact level, whereas a handful of my reports need to be visualized on the account level.Example: Our CSMs define attendance as at least one person from the account attending the webinar. Right now, when I filter my reports to the relevant webinar and drag in the associated fields (webinar name, contact name, attended (yes/no), etc.), I might have 50 contacts from ABC Inc. where 30 attended the webinar and 20 did not.I want to be able to visualize that the account, ABC Inc., attended the session, since at least one person attended the webinar from their ac

930
phani_kumar
3 years ago
peppe
peppeContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Your API doc has a bug

https://support.gainsight.com/PX/API_for_Developers/02Usage_of_Different_APIs/Work_with_the_Gainsight_PX_REST_API#Filter_Operators The operator in the Example column for “greater than” should be encoded as %3E, not %3C   

300
R
3 years ago
mandy_major
mandy_majorGainsight Employee ⭐️⭐️
published in Customer Success (CS)
Support Operating Hours for February

Please be aware of the following dates where you may see a delayed response from the Support team, while our team takes some time off. Monday, February 15: Closed Friday, February 19: Live chat disabled Phone support disabled Delayed response time on non-urgent issues No change in email & portal ticket submission Staffed 24 hours, but agents only working high severity cases Wednesday-Thursday, Feb 24-25 Modified chat hours (12pm CST-6pm CST) Delayed response time on non-urgent issues Friday, February 26 Modified chat hours (10am-5pm CST)  We will return to normal business hours and all channels operating on Monday, March 1.  As a reminder, you can submit support cases through the portal, following the guide here. Thank you for your patience during the month, so our agents can take some much needed time off. 

580
mandy_major
3 years ago
D
DorothytContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Do API calls impact the analytics reports in Control?

I looked through the documentation but didn’t find any answers. Do API calls add to page views or unique visitors? 

210
Julian
3 years ago
jessafterhours
jessafterhoursContributor ⭐️
asked in Customer Communities (CC)
We use Swiftype for search - Can we integrate the inSided API with this?

Swiftype powers our help documentation search. We’d like to edit this so that the search will also query our Communty posts. Is this possible and if so, how would we go about this?

530
Julian
3 years ago
Justin Bills
Justin BillsHelper ⭐️
asked in Customer Success (CS)
CSV Contact File

Our customer marketing team is preparing a program to send out of Gainsight.  Part of the recipients of the program is able to built built from Gainsights query builder tool.  The other part is a CSV file of contacts that has a lot of data (but not any Gainsight data like company IDs or relationship IDs). What is the best way to get this data into Gainsight so that it can be linked up with Gainsight ID fields for reporting capabilities?  Create a new custom object and data load the file into it and then do a query builder merge with company data?  

810
heather_hansen
3 years ago
m4rc
m4rcHelper ⭐️
asked in Customer Communities (CC)
Can community members save their viewing default to newest replies first?

One of our community members has posted in our ideas board that it would be useful if  his preferred viewing of topics - which is newest replies first - can be saved.He currently has to change the default each time he opens a topic.I’m wondering - is this possibly a cookies question? That is, if he accepts all levels of cookies, will his default remain saved?If not, I suppose I could raise this as a request.Any thoughts anyone? Thanks!  

760
daniel.boon
3 years ago
Juliana Spinardi
Juliana SpinardiHelper ⭐️
asked in Customer Communities (CC)
Numbers and bullet points

Hello. I don’t know if is a bug, but I am not able to add bullet points or numbers on posts.  Are there more people facing the same problem? 

1020
Julian
3 years ago
Juliana Spinardi
Juliana SpinardiHelper ⭐️
asked in Customer Communities (CC)
Creating a poll with more than one question

Hello community! I’d like to know if it is possible to create a poll with more than just one question. For example: Quesiton 1 Option 1Option 2Option 3Question 2Option 1Option 2Option 3I tried and I wasn’t able to add more than one poll. 

1570
Juliana Spinardi
3 years ago
R
rakesh_lingalaHelper ⭐️⭐️⭐️
published in Customer Success (CS)
CS V6.21(Jan-2021) Release - Gainsight Implemented Posts!

Hello Everyone,We really appreciate all the product inputs that our customers take the time to share with us in the Community. Your feedback helps us build better products and services, and stay in tune with what customers expect. We want you to know that our product team listens and carefully considers your ideas and concerns. I'm happy to report that we have implemented some of your suggestions in the v6.21 release!Following are the Community posts implemented in this release: Rich Text Format HTML Tags Can we add the ability to create CTAs from Slack gainsight_sally View cockpit by tasks Company Intelligence Section in SFDC Widget Appending the HTML tags in SFDC Fields For more information, refer to the v6.21 (SFDC / NXT) release notes.Thanks!

1710
Ester.Memoli
3 years ago
C
chelsea.proctorContributor ⭐️
asked in Customer Success (CS)
Auto Save funtionality in surveys

Is the auto save functionality in surveys working properly? My responses are not saving when I partially fill out a survey, exit out of the survey and then go back into the survey.

710
sekhar_dutta
3 years ago
Kgastaldo
KgastaldoHelper ⭐️⭐️⭐️
asked in Customer Communities (CC)
HotJar still on screen after I've responded.

Hey Insided - I don’t mind completing the hotjar form on pages, but wish it would disappear once I’ve responded: 

350
Julian
3 years ago
S
sreddygariGainsight Employee ⭐️
asked in Product Experience (PX)
Gainsight Accessiblity compatibility

Hi All,Are the PX Engagements compliant with the WCAG 2.1 AA Accessibility guidelines?https://www.w3.org/TR/WCAG21/If so what are the current changes that are made to PX Engagements to be according to WCAG 2.1 AA Accessibility guidelines.If not when will be the full end changes will be released with WCAG 2.1 AA Accessibility guidelines.Regards,R Satheesh

860
R
3 years ago
sakumar
sakumarHelper ⭐️
published in Customer Success (CS)
Auto Populate Company/Relationship Fields in Low Volume Object

While CSMs are creating a new record in a Low Volume custom object from C360/R360 > Related List (Report on Low Volume object), other fields having lookup to standard fields from Company or Relationship are populated automatically.Business Use case: If the Industry Type string field in the Low volume object looks up to a standard field in the Company object (other than Name and GSID), while adding a new record in the Low Volume object, the Industry Type field is populated automatically.Notes: Low Volume Object fields having lookup to a custom field in a Company or Relationship fields are not populated automatically. Previously, fields which look up to Name and GSID in the Company object were already auto populated.This enhancement is also applicable while adding a new record from the Data Operations page by Admins. For more information, refer to the Data Operations article. For more information, refer to the Overview of Customer 360 Details article. 

550
sakumar
3 years ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Does Groups activity (conversations and Q&A) not appear in search results?

Our groups are setup as public groups, but I’m not seeing any of the conversations or questions appearing in search results for terms or tags from those group topics. 

200
DannyPancratz
3 years ago
K
kerri.lindstromContributor ⭐️⭐️
asked in Customer Success (CS)
How to prioritize contacts as participants in JO email send?

Hi, I have a question about journey orchestrator and using query builder to pull in participants. If I pull in different types of contacts per account for a query and want to prioritize who I contact for that send how can I do this in query builder? For example, I am pulling in all contacts that are contact role a, b or c. If an account has a contact with role a I want to contact that person, if they don't have one with contact role a I want to reach out to contact b, and if they don't have b I want to reach out to contact with role c. Any input/tips would be greatly appreciated!

390
K
3 years ago
dan_ahrens
dan_ahrensExpert ⭐️⭐️⭐️
published in Customer Success (CS)
Gainsight's January/February Release is LIVE!

The v6.21 release is live in NXT orgs in the EU as of January 30, and for US customers on January 23.  Check out the release notes here.For SFDC customers, the release is live in your production orgs as of February 2. Check out the release notes here.Note that we skipped 6.20 as a full release and instead it was mostly a patch release.Some highlights from this release include: Sally in Slack now allows the users to create a CTA or post to Timeline, without logging-in to the Gainsight application. Rules Engine has been improved with a number of performance enhancements, and we’ve also introduced the option to strip HTML tags when using Rich Text fields in a data operation. We’ve extended the reach of Company Intelligence to allow it to be added as a section in Account and Opportunity widgets. This allows even users with viewer licenses to take advantage of this powerful feature!  SPECIAL NOTE FOR SFDC CUSTOMERS FEATURE RETIREMENTS IN PROGRESS FOR SFDC CUSTOMERS Survey 1.0: Survey 1.

2130
dan_ahrens
3 years ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
URL for quick link to post an idea?

Is there something that can be added to the URL for Create Topic that will open up the Create Topic dialog with Idea already selected? Use case: A quick link that opens up this dialog with the correct option (idea) already selected.  

750
DannyPancratz
3 years ago
m4rc
m4rcHelper ⭐️
asked in Customer Communities (CC)
Has anyone changed the default Insided cookies settings?

Hey allI was wondering if anyone here knows how we might go about changing our community's default cookies setting so that users are opted out of cookies by default when they choose 'Accept cookies'. What I mean is that the default option on the banner would be 'basic' instead of 'complete'. As circled in red in the screengrab below.This isn't something we definitely want to do (and of course we'd need to consider the impact of reporting analytics if we did) but it seems that it might be an option in the future. So I'm curious.Having had a quick look at other Insided communities it seems that we’ve all got the same cookies set up, but I may have missed one.

1010
m4rc
3 years ago
K
kmcdonaghContributor ⭐️
asked in Customer Success (CS)
Unable to C360 edit summary

My permissions are set to Gainsight Admin but when I attempt to Edit Summary in C360, the box is grayed out and I receive error message: Insufficient Privileges.  

300
sai_ram
3 years ago
T
tejkumarGainsight Employee ⭐️
asked in Customer Success (CS)
Populate survey name and survey id with null for email chain model in Advanced outreach object.

populate survey name and survey id with null for email chain model in Advanced outreach object.

940
nitisha_rathi
3 years ago
dandre
dandreContributor ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
"Join the conversation" on RSS feed

Hi folks - using the RSS feed (https://<communityURL>/feed/topics for those that don’t know). When I plug the URL into my RSS client (“feeder” since it was the first item in the chrome store), the title of the community is “Joined the Conversation” - you can see this in the RSS XML:<title>Join the conversation</title><link>https://community.blah.com</link><description>On the Forum you can ask questions or take part in discussions.</description>Does anyone know how to change the title and description for this XML?

1660
tom.shaddock
3 years ago
Jef Vanlaer
Jef VanlaerHelper ⭐️⭐️
asked in Customer Success (CS)
How to convert epoch time to date?

I'm ingesting data from S3, which contains dates in epoch format (unix timestamp). I was planning to use the DATE_ADD function to convert this to an actual date, but that only seems to function on a Date attribute with a fixed interval, while I have the opposite situation (fixed date: 1970-01-01, interval attribute, being the epoch time). Does anyone know how I can make this conversion, either in Rules Engine or via a Calculated Field on the object I write the data to? 

21960
Jef Vanlaer
3 years ago
sagan_sherlin
sagan_sherlinHelper ⭐️⭐️
asked in Customer Success (CS)
Question. Listing 'External Recipients' or 'Internal Recipients' as Single Line Entries, rather than Comma Separated?

Hello! This recently came up as a report request to me, to be able to populate a report based on the ‘External Recipients’ field.  However, with it being a comma separated field - moving them to singe lines to get graph type reporting...isn’t a thing. Looking up another post, I came across “Ability to Report on Internal Attendees from Activity Timeline” in which @HollySimmons asked the same and gave an awesome example!  @sai_ram the results of these fields are comma separated strings, if I wanted to split by internal attendees but only have one person on each row how can I do that?    Example: X attended 3 meetings on their own Y attended 2 meetings on their own X & Y both attended 1 together.  Current output:  X - 3 Y - 2 X, Y - 1 Desired output: X - 4  Y - 3  Thank you all! [It would also be wonderful if on the pivot function in Rules Engine, if we could pivot based on comma-separated fields]

1150
sagan_sherlin
3 years ago
kelly
kellyHelper ⭐️⭐️⭐️
asked in Customer Success (CS)
Be able to flatten a survey before receiving a response

I have two programs - one survey, one email chain. The email chain participant query will be built off the survey object - however I can’t build the query for the email program because the object is not available until a response is recorded.So now I have to run a live program to a test address to submit a live survey response that will then need to be deleted from the responses, just so that I can have that object available to query.Why is this type of power taken out of the hands of the admin - why can’t an admin flatten a survey themselves? 

710
heather_hansen
3 years ago
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