Discuss Gainsight Products

Hi Team,This is regarding the company Intelligence. Currently we can see some times we are receiving more than 1 article for a signal . Which is good  and relevant signal, having more than 1 article but it is unnecessary to show more than one article. Do we have any plans to restrict them to 1 ?

All the data management reports within Gainsight NXT need to have the ability to be “sticky”. I am referring to the User Management and Company-->Data Operations pages at least (They seem to be using the same reporting/code structure). In both pages, the search is not sticky so anytime you refresh the page or go into a record to edit it, the page resets completely and you lose all your filters, search results, or place within the search results. This makes it very difficult to manage records when you dont want to create a rule to change the values for only a few records.

Quick question (I hope!).We want to be able to post threads without guests being able to see the actual content.Guests would see a thread exists, but when they click on it, it would say you need to be authenticated to view the actual content itself.I’m extremely new to the platform, so any help is appreciated!

Hi there,I submitted a ticket about this but I’m trying to resolve ASAP so wondering if anyone here can help.Modbreaks and Best Answers are showing in unreadable/unexpected colors. I’m guessing Pinned Replies are, too, I just don’t have an example at hand.Our company changed our brand blue slightly and I updated it using Theme > Colors but I’m not sure why this would impact the colors of these highlighted posts, as both blues were dark blues.Any suggestions? Best Answers used to show with a light green background (and they still do when viewed as embedded in original post as best answer).

From the user: “We have a program in place that has 3 email outreaches to reach out to customers to schedule a business review. Each one has numerous variants in order to contain unique info for each CSM sending these emails (spoofed email signature, unique calendar schedule link), and these emails require somewhat frequent updating of language in order to stay fresh or adapt to the times (e.g. covid times). Another update of them all is due now. Would you suggest I go to the effort of switching these all to custom html email templates instead of plain text I have to re type each time? Or what would be your best suggestion for handling this in the least painful way?”“Most of the variants will get the same updates (a language refresh -- e.g. replacing a couple of paragraphs with different wording). But again, the variants will still always have unique info like spoof email signature and unique calendar scheduling link.My experience to date is that I have had to basicall

Hi, a couple suggestions: 1. Allow an outreach to end after a positive result following a conditional wait. Right now, you can only end an outreach following a "negative" result. Use case: I want the outreach to end immediately following the participant clicking on a link, but if they don't click a link, I want them to get an email, then end the outreach. Because I can't end the outreach following a "positive" event, the only viable option is to create a dummy email, then end the outreach. 2. Allow an email chain program to start with a CTA rather

Our Marketing team is interested in potentially sending the NPS survey we have in GS via text message.  Is this something that other customers have done and if so, do you have a vendor/partner you would recommend?Also, I'm assuming since we'd be using the survey link from GS that we would still be able to see the results in GS and calculate the response rate, just based on looking at other posts, we would potentially have to use an anonymous survey instead of a non-anonymous?

I’m to create a report that will tell me all the customers who have always had a red overall health score, dividing them into 3 categories: more than 6 months, 3 - 6 months and less than 3 months.  I’m guessing Data Designer would be the best option to create this dataset using case fields? I’ve only just started using DD so excuse my ignorance.  Would Account Scorecard History of Fact be the right data source to choose? I’m having a hard time wrapping my head around which fields to use. Thanks!

I have defined a relationship to get through a use case of a different BU under the account. I have create the relationship type, associated the company object through GSID, configured the search to show the relationship , clicked on sync search, what i have noticed is the relationship doesnt appear automatically to all accounts, and i have to go to each individual account to configure the relationship through the Customer 360 menu option. Am i missing something? 

From the customer “Below are the few examples: We would like to put a request in for customizable actions from the drop-down menu from People maps contact cards. Currently, our only options are: Add direct report, Add manager, View details, add influencer and replace.We would like to add other action or data inputs which may include ADP specific scoring (engagement score) or programs that the client might be involved in. (we have committees that clients can be part of)”

From the customer ”Currently, the Influencer action allows for you to add from Gainsight user object or Company person object. Due to ADP only deploying Gainsight for our client success department, other ADP teams are not active users in gainsight. We have found that you can not add anyone that is not an active gainsight user as an influencer within people maps. This creates an issue as ADP Sales, ADP Service, ADP implementation, etc. can all be classified as influencers but per the limitation of People maps, we can not add them.We propose this to be a more customizable field from the People Maps Influencer object where we can remove the lookup for our Gainsight user object. This way it is just a text box to add a name.”

Hi Team, We really appreciate all of the product inputs that our customers take the time to share with us on the Community. Your feedback helps us build better products and services, and stay in tune with what customers want, need and 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 3 Customer requests/ideas in December release.In our release notes, Ideas that originated on Community are marked with the “C” icon.PX December Release Notes

Hi Everyone,We’re really excited to share the new Timeline Horizon Experience Overview video. Watch the video to learn more about Timeline’s new look and new features, including:Edit Activity Type after creating an activity Create and save Timeline views Filter Timeline data and use new search options Manage drafts from a consolidated tabPlease feel free to reach out to me (sschroeder@gainsight.com) if you have any suggestions or recommendations regarding this video.Thanks!FYI ​​​​@minh_phan @neelam_mukherjee 

Good Morning- Our new SVP of Client Success has some reports he needs built, however the data he’s asking for in one report come from multiple MDA tables and from SFDC. I’m trying to populate a new MDA table from the Rules Engine, however the custom MDA table is not showing up when I choose “Load to Gainsight Object”.

Hey guys,                 I’m new to Insided. I’m getting this error setting up a Zap on a Insided webhook. Getting " no Route matched with those values " Error MessageEverytime a community member asks a question, I want the question to sent to our slack channelI’m using the URL:  https://api2-eu-west-1.insided.com/webhooks/question.Asked/subscriptions for the webhook. I’m create a Zap and using a retrieve poll. I’m using basic auth. Key & dedupe key are left blank. Please adviceSatty

Since the new timeline launched, we’ve gotten a few complaints from CSMs around not being able to tab from field to field. Specificially, if they tab to one of the lookup fields (Customer, Relationship or Contact fields), they have to then click regardless in order for the selections to populate. Is there a way to make this easier to navigate with keyboard shortcuts? Anyone else’s team experiencing this? Our users primarily use Chrome.

Hi Team,Currently in global timeline when we search for a Company or Relationship the results are restricted to 20 of both companies and relationships . Do we have any plans of increasing the limit ?  Use Case : One of the customer reported that they use standard relationship names across accounts so hence when they search with the relationship name only top 20 are showing up and remaining are not showing up.

We have a rule that is supposed to sync a multi-select field on the company object to a corresponding field in SFDC on the accounts, yet we keep getting the below error:INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST:bad value for restricted picklist field I confirmed the mapping is correct and all the potential options are available in SFDC so why is it continuing to fail?

We have CSMs adding agendas in drafts for future calls.  When pulling up drafts they see the draft date, but we would like to see the activity date as well.  Is it on the roadmap to be able to customize this section? 

Hello -   We have a field in our zendesk labeled “Form” it’s a standard field built off the template forms.  We use this to track product type for our core products.  Is this field part of the standard integration?  I don’t see it in any reporting choices.

Hi Success Superstars-  I’m curious learn more about if/how you’re using Gainsight and Salesforce Einstein together. A couple of scenarios we’ve heard about so far: Triggering actions in Gainsight based on Einstein predictions Improving Einstein predictions by including customer engagement data/insights stored in Gainsight. If you’re using Gainsight & Salesforce Einstein together, I’d love to learn more about what you’re doing.  Please let me know in the comments below. 

I want to present my users with a popup dialog with two CTAs, both of which trigger a new engagement. How can I do this?

Gainsight Education Services is pleased to announce the availability of the PX Engagement Configuration course on Gainsight University!In this course, you'll learn how to build and deploy in-app engagements to inform your users, promote your product, and drive greater adoption. Engagements can include Guides, Sliders, Surveys, and more. This course covers the following topics:Overview of Engagements Types of Engagements and Use Cases Engagement steps Triggering Engagements Working with Templates Creating a Branded Feature Walkthrough Additional Information

No PX Office Hours this week for 10th, December-2020.

Hi everyone,a colleague reported that he cannot add spaces between words when commenting a CTA in timeline. (in the section highlighted below) while he can add the comment normally if he opens the CTA. He uses Firefox as browser. I don’t have the same issue as I use Chrome, but tested in Firefox I can confirm his finding. It’s a bug, can you please verify it? Thanks