Discuss Gainsight Products

Hi there,Has anyone found a way to export CC article content in bulk? Pdf, word doc, any other file type? Context: We’re looking to feed our content into a newly developed AI tool which requires pdf versions of everything.

We use Co Pilot and Chat GPT to help with our postings but does the Community have AI capabilities within the app? I know there is Staircase for CS/PX. Anything for CC?

I’m wondering how Moderator Tags are supposed to work in the Gainsight CC backend.When I go to enter a new Public Tag on a post, the system brings up a list of all Public Tags and attempts to match what I’m typing in or gives me the option to create a net new tag if the one I’m entering doesn’t exist. I’d imagine that Moderator Tags ought to work similarly, but whenever I click on the field or type something into it, it only ever gives me the option to create a net new tag. Because of this, I have to essentially memorize the Moderator Tags that I frequently use, and I can only see a full list of all Moderator Tags by using the Moderator Tag Filter on the Content > Overview page.Is this working as intended, or are my Moderator Tags broken? If it is intended, can someone explain why Moderator Tags are hidden like this?Thank you in advance for the help!

We have rolled out our Community in phases and we’re now ready to start awarding badges. If we enable automated badges, will CC go through all users from the past to award badges to any who qualify, or is it only going to award badges moving forward to users who qualify after the date we enable the badge?

Am I using this wrong? When using the search while in the KB format, I am only able to search within documents within that category. Is there a way to have all searches work the same across all pages? 

Use case 1: Double check my work, especially the URL rule within a UI Element rule. I need to ensure I have wildcards in there, as it pre-populates the current URL when adding the URL and I often miss this step. Use case 2: QA and future proofing. Provide a list of defined selectors that are part of our product mapping. Then, when our QA processes are reviewing new versions of the product, they can catch and alert if a selector no longer exists or other changes that could impact things. 

Hi there 👋I’m curious if anyone has experience integrating the Ideation feature with their in-house CRM. Or if anyone has other ideas/experience in establishing weighted scores for Idea submission. Any ideas are welcome 😃

Hello, It’s me once again! I’ve met another obstacle, but if anyone can offer help, it’d be greatly appreciated! I’ve noticed that there isn’t a sidebar feature available for groups. Essentially, I’m attempting to have an advertisement campaign within the group, similar to how it appears on the front-end page. Is this possible? If so, could you please explain how?For Example: Thanks!Roy

Hi,As the administrator of our Community, I have encountered an intriguing issue that I am unable to resolve, or perhaps I am simply looking in the wrong area. There exists a private group that was established, and I am currently listed as a member. What steps should I take to change my status to an admin role instead of a member within that private group?Thanks!

Hi Community! 👋I’m reaching out to see if anyone here has experience building a custom Community page using mostly (or entirely) HTML.We’re working on a custom landing page to support the launch of our new Customer Mentorship Program and would love to display all the key info—including an embedded Typeform opt-in—on a single page.Since we’re using a third-party platform for the peer connections, we’re hoping to avoid requiring a Community login to sign up (though joining the Community will be a strongly encouraged CTA!).One of my teammates is currently building the page from scratch, but they're running into an HTML error.If you’ve tackled something similar: Any best practices you’d recommend? Would you be open to sharing how you structured your custom HTML or letting us take a quick peek at your setup? Any tips or insights would be super appreciated—thank you so much!

Wondering how other users are handling the Blocked Emails list from bounces?We have been using the Email Validator to confirm if an email address is valid after an email has bounced. If the email address is not on the Deny List we are assuming that the email is valid and emails are being sent to that address. But customers are reaching out to us to advise they are not receiving our emails. We opened a case with Gainsight Support and they confirmed that:"How can we validate emails are being sent to customers after they have had an email bounce but the Email Validator confirms they are not on the Deny list?"The only option is to build a report on email log v2, check the email and reach out to support to get them removed. There's no other way for this. "Is the only way to confirm a customer is not on the Gainsight Blocked List to open a support case?"Yes. I’m unsure what the purpose of the Email Validator would be if we are not able to confirm if an email appears on the Gainsight blocked

I randomly discovered that you could do this while optimising some of the code for our own community. I thought it was a good enough tip to share with all of you. If you’ve got any HTML element that you can freely control then wrap your link with the following code.Triggering the modal to show at the login page:<a class="loginmodal-link js-open-modal qa-register-have-account-link" data-modal="login" data-mn="ItemView" data-mn-app="frontend">Name of link here</a>Triggering the modal to show at the registration page:<a class="loginmodal-link js-open-modal qa-register-have-account-link" data-modal="register" data-mn="ItemView" data-mn-app="frontend">Name of link here</a>Hope this helps!

My requirement is kind of simple :)I am trying to enable OpenID connect based login for insided forum. The current behaviour is that even if OpenID connect based login is the only option available, clicking on the “Login” button opens up a popup similar to below. Click on Login PopupInstead what I want is to directly take the user to my OpenID Connect identity provider when the user click on the login button.The behaviour I expect is similar to https://community.zapier.com/ where the link on the Login Button directly takes the user to https://community.zapier.com/ssoproxy/login?ssoType=oauth2 which I assume is a similar URL the browser would take me if I select the OpenID connect option from the pop up.I edited the login button in the browser (HTML editing) and it worked as expected. ie, I linked the button to take me to OpenID connect provider. What would be the cleanest approach to do this?Is it possible to modify the login button link directly?TIA 

Does anyone have a solution for identifying who the visitors to the community are?

Hi All, I was wondering if it was possible to remove (hide) the date an article was posted from visitors to our Community.We’d only like to do this for the content in our Knowledge base where we’ve got articles that were posted just over 4 years ago, and whilst the content has been updated over the years the article still appears as being posted in 2018. The feedback we’ve received is that some visitors may feel that the content is outdated due to when it was posted. If this is not possible, do you have any suggestions of how to best approach this, without having to re-post the articles and losing the GA data and helpfulness rating?  Thanks,Nikhil

Hi! Community newbie over here!I was watching a training session recording (we are implementing CE), and by chance, realized that the number of replies in the top right menu vs clicking on my profile → replies doesn’t match. Is this intended behaviour? If that’s the case, what’s one counter including that the other doesn’t?  

Hi folks! How can I use images in Gainsight? Where should I upload and store them for use in custom sections?

I'd like to change the "Recently active" section to include additional options like "Recent Topics", "Questions & Doubts", and "Categories".At the moment, I’m unable to edit the "Recently active" field directly. Ideally, I’d like to have a sidebar menu where users can easily navigate between these sections—as if they were filters or viewing options.Would you be able to help me with this?

This Product Update check box under the Launch option. Engagements > {Editing an Engagement } > Launch 

   📢 The PX April Release is now Live in US and EU Orgs! We’re excited to roll out major upgrades to Gainsight PX—making it easier to manage content, track engagement, and uncover deeper insights. Here’s a quick look at what’s new! Knowledge Center Bot, Reimagined (Beta)The new KC Bot delivers a modular, widget-based editor for faster setup, smarter content organization, and better personalization. Create task lists, organize content visually, and target users based on their journey—all from a single, streamlined workspace.     Create Account Segments Using CSVQuickly upload a CSV file to create account segments for targeted engagements and reporting. No more manual entry; just faster setup and more precise targeting.    Group by Multiple Event Attributes in Query BuilderRun deeper, smarter queries by grouping up to five event-level attributes. Slice your product usage data the way you want and uncover trends faster.    Product-Level First Seen & Last SeenTrack e

Hello Staircase friends! If you’ve ever been curious about the Relationship Heat Map or how to leverage it, take a look at this short explainer video I created:  This video covers how Staircase AI identifies and visualizes relationships between customers and vendors using our stakeholder heat map. You'll learn how to access this feature, which shows the strength of relationships based on communication signals over the last 90 days. Learn more about the minimum threshold for defining a relationship and the various factors that contribute to assessing relationship strength. Additionally, please read this article for more information on the relationship multi-threading strategy.  Please take a moment to explore the heat map and consider how you can leverage this tool to enhance your team’s connections. 

Could someone help me with some tips on how to identify a specific segment of users of a product who are members of the community? Currently I need to extract the list of community members and the list of users and compare them which is very manual and time consuming. Is there any more practical way of obtaining this information accurately?Thank you!

Greetings! I’ve been a Customer Success Manager for years, but never at a company that uses Salesforce and Gainsight. I have used Salesforce, but not Gainsight. I am excited for its potential - but have some questions about how to use it efficiently. As I delve into Gainsight, I am seeing that you can use a gmail plug in to help log communications to a customer’s timeline or manually add it yourself. That’s great!I have also learned that a lot of email campaigns come from the journey orchestrator. If I am sending my particular list of customers an email in Gmail and want to utilize mail merge - this would be something outside of the Journey Orchestrator as I do not have admin permissions to create campaigns - what is the most efficient way to get those emails on a customer’s timeline? Would that require manually logging each one? 

Hi GainsightCE community! We’re working on a new badge system/gamification strategy for our internal teams. I’m curious - how do you use badges in GainsightCE?