Discuss Gainsight Products

Hi all, I would like to rename my “Login” button to read “Login or Sign Up”. I would typically try to do that with “phrases” but once logged in, I don't see that “Login” button again.  Anyone know how to maneuver that?

Hello,I work in operations at my company and we currently utilize Gainsight. With the survey option, is there a way upon completion of a survey for a certificate of attendance to be generated? As some background, we conduct regular zoom meetings with customers and we have a survey option created. However, the survey does not present anything tangible showing the client’s attendance to our meeting. Sometimes client leadership asks for these certificates to prove completion. This certificate would have the meeting name and the name of the attendee. 

Hi there! We’re exploring the possibility of using inSided as a video library for Customer Education and would love to hear if anyone has tried this or has any ideas on how it could work. Specifically, we’re looking to create an Admin Curriculum with learning pathways for specific topics and related videos (yes I know Gainsight has a CE solution but we can’t get any additional budget right now).Since moving forward with an LMS isn’t an option at this time, we’re hoping to learn from others who might have used inSided in similar ways, or if you’ve combined it with other tools to organize and deliver educational content.Any tips, suggestions, or experiences you could share would be really helpful! 🙏

For about a month now, we’ve been unable to save any edits made to our community’s front page. We can use the customize button and make edits, but clicking publish just does nothing.When I turn on debugging tools, I can see two errors:"POST https://community.safe.com/branding/updateWidgets 403 (Forbidden)""Uncaught (in promise) Error: Request failed with status code 403" Some more facts:This happens to both my colleague and I, on our own computers. We both have administrator privileges. We can edit topic landing pages and custom pages without problem. The widget type doesn’t matter. Whatever edits we make, publish fails. We’ve tried: Logging out/in Restarting the browser Using a different browser (tried Chrome, Edge, and Firefox) Using an incognito window Turning off all browser plugins We haven’t changed any custom CSS recently, besides which, that should affect the whole site. I don’t believe we’ve changed any custom code recently either. There are no other obvious problems with

We are creating a success snapshot that includes a report of Customer Goals. We can choose the company and success plan for the snapshot to reference, however, for the report, we can’t seem to only show the goals associated with the success plan selected - it shows all of them.Is there a way to identify goals associated with a customer’s specific success plan so that only those are included in the snapshot?

Has anyone used the new adoption tracker to track a force.com versus an open source application? Are there any limitations or issues to be aware of? 

Good day fantastical people. I am creating a slider with different CTAs on each slide. I would like to link the custom button to a webhook that gets caught by zapier. I have the webhook set in PXI have the catch in Zapier How can I trigger the webhook from the button?

I’m looking for a way to build logic into the tokens for Mass Journey Orchetrator emails in order to place Book A Meeting links based on the Rep assigned to the account.  Is it possible to use logic for Tokens currently?

Hello Community!I’m sure there are some SaaS Community Managers here, and I’d love to gather some insights and best practices from you! How do you handle the feature requests and ideas that come in through your community? Do you have a process, automation, or technology in place that helps streamline collaboration with Product Managers for prioritization and status updates?We’re currently working on formulating a program internally, and any shared knowledge or advice that can be shared publicly would be greatly appreciated!Thanks in advance!

The Data Design preview function, more specifically the Merge Preview function, is borderline useless. Maybe 1 out of 20 times will the preview actually generate anything. Is it because the merge has 0 results? Is it because I merged on the wrong fields? Maybe I have the wrong join and it should be left instead of right?Impossible to know without fully running the data design, and if you’re working through multiple joins within a design you have to join a potentially non-functioning merge into the full data set - whereas if the preview actually functioned as expected I could adjust as needed without having to complete the design. When working with large data sets, it’s extremely time consuming to always have to run a DD for each Merge to validate the output when the Preview feature should function. I don’t remember having this issue so often in the past. Lies 

Is there a way to segment based on best answer? I was thinking of creating a badge(s) for best answer amounts, but I wanted to get a general idea of what was the top tier best answer number for my community. I can only seem to build segments based on replies, topics, and posts.

I’m looking to update the Login with OpenIdConnect phrase

Hi there team!Kat here, Community Lead @ HiBob : )Our CX team has mentioned that they can automatically pull articles from our help center platform into their ticket responses using ZenDesk.I’m real interested in replicating this functionality in ZenDesk with our Gainsight community, allowing CX folks to search terms and pull recommended community topics directly into their ticket responses. I can understand there are some limitations here, so curious to learn what you are doing!  What are your best practices for automating this kind of alignment, integration, or platform unification between Gainsight Community and ZenDesk? Any insights or recommendations would be greatly appreciated! Thank you!/ Kat 

In Gainsight, is there a setting to view recently viewed accounts and/ or contacts, like there is in Salesforce? In SFDC, if you click on “Accounts” it shows you a list of all the accounts you were most recently working in.  Also, at a previous company where I worked that used Salesforce, the most recent 4 Opportunities / Contacts / Accounts would could always be seen at the bottom of your home screen with hyperlinks into them.  This saves time of doing a search for an account every time, especially when you’re flipping between the same accounts many times throughout the day. Is there a feature / setting for this in Gainsight, that would have the most recent accounts with hyperlinks?  And if not, could there be? 

Hi everyone,I’m curious to hear how others are using Gainsight as a complete solution for their CSM workflows. Are you managing all your tasks and processes within Gainsight, or do you rely on other tools alongside it?Specifically, I’m looking for ways to track and add tasks that aren’t tied to a specific account but are more broad or cross-account in nature. Has anyone found an effective way to manage these within Gainsight?Would love to hear your insights and best practices! 

Hey everyone,Does anyone know if there’s a parameter that can be added to a URL that would change the default post type to something other than a Question?  Context: We’re sending a direct link to create a new topic in our community. We’ve added a parameter to the URL that defaults the forum to what we want it to be, but we’d like to default the topic type as a “Discussion” instead of our standard “Question” default.Any ideas?  

Hi All,We recently implemented CS to go along with our Community implementation.Is anyone using a community score as part of their Scorecard in CS?If so, how are you thinking about this? I would love to know how other have thought about it and implemented it as well.Any thoughts are greatly appreciated. Anthony

Does anyone know of a way to have more than one person add notes to a Timeline Activity?  I know someone can add comments,  but is there any way to make the “NOTES” of a timeline activity editable by others in our company? Like a collaboration or share feature?

Hi! We have so many people with the same usernames and it makes it difficult to automate some of our bulk actions. Is there a setting or some way we can block users from creating a username that already exists, ignoring uppercase/lowercase? 

Hi everyone,We’re in the process of setting up our community on inSided and are about to start writing up some onboarding “FAQs” or articles for our community members. I wanted to see if there were any examples (from your own community or others!) of well-organized and digestible user-facing onboarding resources that we can use as some inspiration. The types of articles we’re initially looking at creating include:Getting started (like an intro the platform) How to start a conversation How to ask a question How to submit an idea What are the different roles How to set up your profileThank you!

Hi All - We’ll be launching our customer community soon and ran into a snag. I have the site set up so that the majority of the content is gated, as our customers want their conversations restricted to other customers. But I just realized that profiles are public, even if most of the content is restricted.So I think I have to launch as a private community. Just due to the nature our of product (identity security), customers don’t want the world to know what technology they are using to protect themselves from hackers. As of right now, they’d like the whole community behind a login (with SSO verifying users) and they only want their usernames and job title displayed by default. They can opt to share more info (name, company, etc.) but may not. I guess my question is, has anyone run into this issue? I’m used to communities being more open, as we really do want customers to get to know each other. I’m hoping they’ll be more willing to share names/companies if the community is fully privat

I see the currently new implementation of Customer Goals in the C360 as a container while the bulk of the goals are shown in the CTAs and Success Plans. This seems obvious yet I’m looking for the benefit of these opposed to having a custom goal oriented success plan. Some questions I have are:Can Customer Goals be shared externally similar to Success Plans? Can we report on customer goals with related SPs and CTAs apart from the C360 view? Are custom fields suggested to receive the most value from this new module?I’m curious if anyone has implemented Customer Goals in their Org and, if so, how is it going?

We recently held a powerful session on Instructor-Led Training (ILT) during our latest Office Hours. It was a great opportunity to dive deep into the capabilities of Gainsight CE, explore upcoming enhancements, and hear success stories directly from our customers. For those who couldn’t join us, here’s what you missed 👇 Shambhawi Kumari, a Product Manager at Gainsight, provided a thorough demonstration of setting up and managing ILTs within the Gainsight CE platform. (Timestamp: 6:45)Key features covered included:Enabling ILTs via the 'Add-ons' section. Creating and managing events and those events’ sessions Deciding and setting up who sees and attends the training, with options for all, some or none. Shambhawi shared exciting upcoming features designed to enhance the ILT experience (Timestamp: 19:20)An advanced integration with Zoom will soon enable automatic attendance tracking, allowing for real-time updates and easier management of participant engagement! Other enhancements coming

Can I use a wildcard in a URL redirect within an engagement?For example, one of our products has multiple base URLs depending on where the user sits, so a sample would be (all preceded by https, of course):www.subcompany1.com/featurewww.company2.com/featuresubdomain.company.com/feature Would it work to redirect to $px-auto-resolve.com/feature? 

Over the past few months, I have noticed an uptick in requests from my CS teams for answer keys to send our learners who have been taking the quizzes in our courses. Currently, we hide our correct answers on quizzes and encourage users to review the material and retake the quiz, but I think that has been causing more frustration for learners and, in turn, my colleagues. I am wondering how many other academies reveal their correct answers on quizzes. I am reaching the point where I am looking to concede to reveal correct answers but then make the quiz a milestone where they will need to retake it after reviewing the correct answers rather than just moving forward.