Discuss Gainsight Products

Our company has acquired another, and that company primarily has used OneNote since they weren’t previously in the Gainsight Platform. Is it possible to insert their existing notes from OneNote into Timeline through an integration?

I get an error if I try to add a trusted domain that is “.software”.Can you please unlock?Thanks

The Insided Community includes links to their knowledge base/ help center, but a lot of other communities I’ve looked at don’t link to help centers at all. What are the benefits of keeping these two resources completely separate? 

Hi! I am looking for best practices on enabling quality control of content posted in the Community. How do you scale? How do you manage? For example, if an employee responds to a question or conversation when it comes to how-to use a product, how can I ensure it’s the most accurate information? I welcome any ideas here 😀

Gainsight has now redesigned the Success Plan, powered by Gainsight Horizon Design System. The Horizon Design System simplifies the product and improves customer experience in every way possible such as improving existing functionalities and adding new enhancements.MPORTANT:The toggle option to enable Success Plan Horizon Experience  is available in the Administrator > Success Plan page. After enabling Success Plan Horizon Experience, admins cannot roll back their tenants to the Old Success Plan. If existing customers choose NOT to upgrade existing Success Plan to Horizon Experience, they will have 60 days time from July 03, 2021 to continue the experience with existing Success Plan and familiarize with the upgrade through various related articles listed

Hi Team,As per the document, we can see that the performance is compromised after the number of searchable fields goes beyond 2. Could you please let us know is the  "search performance" is pertaining to 'speed' or 'quality of results' being degraded if more than 2 fields are searchable? 

Just getting started with the Ideation module.  Before I can pitch an integration to my IT team to build to our product management tool, I wanted to spend a little time doing the “integration” manually.  Export to Excel and then upload or retype into our product management tool.When I export the ideas, you get the title, # of votes, status, etc.  BUT you do not get the description or any comments.The specific users who voted would also be good to see, and I see that someone else has already asked for this.It appears that these fields might be available in the integration to ProductBoard & others.  Can they be available to those of us who are low tech & need Excel?

Hi Gainsight community!I have an active play. For next e-mail chain (e-mail #2) I had to update some contacts. I added the new CSV with the new contacts but deleted the old one. Now when I upload the new one, the contacts don’t show. I have 3  questions:Is it bad to delete a CSV when it’s active? The participants in the current CSV (the new one) don’t show. Do you know why and how could I fix it? If I delete a CSV, does it mean that the e-mail #1 will be sent again? Thanks in advance! 

Hi everyone, I’ve recently taken over a pre-existing customer community and am in the process of auditing our groups and forums. Would love to hear what kinds of groups you’ve set up within your customer community. What purpose do they serve your members, and are they typically public, private or hidden. 

Hi there,Apparently when users are visiting our forum with a mobile device, the search bar appears before the pen icon, blocking it. And hops over it again when scrolling. One of our superusers mentioned this. He added a video, so I added it below :) Is this something we can customize or change? TIA! 

Hi, In the Report builder, while using a filter, the checkbox can be used to include null values in the result as shown below.https://share.getcloudapp.com/o0uRRbQKhttps://share.getcloudapp.com/kpuJJ9QE While in rules, when we use the ‘Not equal to’ operator, the checkbox is to exclude Nulls and for ‘Equals to’ operator, the heck box is to include nulls.https://share.getcloudapp.com/4guKKwYz This is a bit confusing for users. Please share your thoughts.

What’s that you say? Move to a quarterly release cycle? We hear you loud and clear. A time-based quarterly release cycle is definitely the right call, and we’re preparing to take action based on your input. In fact, Gainsight’s adoption of this global strategy for quarterly product releases is expected to start in April/May of 2022.  Key Benefits of Quarterly Release Cycle [win-win]: You... Gainsight... Get early head’s up about the upcoming changes  G

Hello community.I am new using Gainsight and would appreciate your guidance with some points, please:In order to distribute a program, the source will be CSV. My team needs to send the e-mail to 10.900 participants. According to this website, we can directly upload a CSV file with a limit of 10K records per CSV, and up to 5 CSVs total can be uploaded to a Program, it means we can send e-mails to 50K participants.  I split the CSV with the 10K participants in 2 (5491 and 5492 participant each one). When I scyn the CSVs, the records appear for only one of the CSVs and the other one is in blank (0 participants) but it has 400 failed participants. Do you why this is happening? Could you please guide me how could I upload suc

This is mostly a question for @anirbandutta or @Cornelia but is there a specific community group to post feedback on for the beta testing of Email from Anywhere? Are we just supposed to tag posts with something in particular? At mention particular people? Or just kind of post at will and hope it gets to the right people?I know there’s a form we can fill out but but that so far is very one-directional and doesn’t allow for much community engagement so admins can share their experiences and Gainsight isn’t getting the same questions repeatedly.

Two questions regarding events - Is there a way to un-publish an event? I know you can delete but looking to un-publish and not lose the data Best practices for sharing on-demand webinars after the events. Users are able to watch our webinars on-demand after the event through our website however we really want to create a one-stop shop experience for our users and place them in the Community as well. Any best practice thoughts here?

I am looking for best practices for organizing Email templates i Gainsight Assist for the end user.  We utilize Gainsight Assist frequently but the number of email templates is growing rapidly.  The search feature appears to be very limited.  Does anyone have advice on how you organize your templates so that the end user can know and quickly access which templates are available?  Is there a particular naming convention that has worked for your organization?  

Hello Team,Can we give an option to use "OR" condition in Associated objects on R360.Use case:There is an object in which similar data is distributed in 2 different fields(This is based on mapping in the program).To view the data, we tried using above 2 fields in Associated objects to fetch the data but by default the criteria is created as “AND” and there is no option to change it as “OR”.As a result, we are not able to see all the data in R360. Thanks & Regards,Srikanth

Hello Gainsight Community, I am trying to create 198 CTAs using a CSV. The CSV was exported via Gainsight reporting and has all of the usual fields (account ID, owner, account name, etc). I can’t recreate the same parameters I used to do the report because there are about 80 records that I had to get from another source (but they all have the same data/columns). The CSV is loaded into S3 and I’m able to pull the file into the rules engine, however, I am not able to trigger CTAs off of just that file. I tried adding another dataset pulling in account info from salesforce and merging the two together, however I’m getting zero results. Our CSM is on vacation, Gainsight support will not help me, and I have to get this configured by Friday morning...so in a bit of panic. Any help or insight is appreciated.

I would like to create a program in Journey Orchestra that sends out an email to our customers requesting employee count updates. Ideally, their response would populate into a relationship field. Is this possible? 

We have a custom integration that listens to the group membership Webhooks to sync to other applications for reporting and marketing. We recently needed to list all members and run a re-sync and couldn’t due to the API not supporting groups, nor group membership operations.  I would love to see this added!

Hi there,I shared an event as a topic banner to promote our upcoming events.   On the right, it says “16:00” which is the time in GMT.Actually it should say “17:00” which is our Timezone (CET) My browser settings are definitely set on CET. In fact, if I click on the event, it will display the correct time w the correct timezone Seems like a Bug to me - or is there any setting that I need to fix? For reference, here is the time setting in the event backend: 

I know that you can trash a comment, and you can trash a topic, but can you archive a comment? Here’s the scenario: There’s a really great thread happening between community members, but suddenly a community member posts something explicit in that thread (lets say, selling illegal products or shaming a religion). We follow our P0/escalation processes and document, but we obviously need to get rid of that comment. We don’t want to “trash” it, because it might be too easy to accidentally mass delete the Trash, but we’d want to archive that specific comment. I found a way to Archive topics by creating a private ARCHIVE board, but wanted to see if there’s any other way members know?  Thanks so much-Cass. 

Is there a character limit for publishing a comment on a thread?