Discuss Gainsight Products

The migration tool is not migrating all the fields on the Fact table reports to target org. Since the fields are not getting migrated, the user has to manually add it. Currently, this has been identified as a limitation but on user demand I am posting this request to get this addressed in our future releases. cr

We are in the process of deploying our NPS survey via JO survey program. We would like to send out heads up email to only a handful of NPS receipients rather than the entire population selected. Unfortunately, JO program doesnot give us that flexibility and we can only have one set of participant group per JO program.

Do we have the ability (Survey 2.0) to pull in selected options from previous questions? For example: Q1. Which of these are you doing today? [list of options] Q2. Which of these do you plan do do in the future? Can I pull in those options that were NOT selected at Q1? or Q1. Which of these are important to you? [list of options] Q2. Whis is most important? Can I pull in ONLY those options that were selected at Q1?

One of our sf.com user is following several accounts in sf.com. He is not a Gainsight user though (not yet anyway). We realized recently that he was getting a Gainsight Daily notification based on "Updates on CTAs across the customers you are following". This is really a tease since he cannot access GS. How is it possible for him to get GS alerts if he is not a GS user? Thanks! Lyne

I am having difficulties locating the email templates I created when trying to add it to a program. Specifically this is happening for the NPS model and the Escalation email in particular. I have created multiple email templates and none of them appear in the Template dropdown. Has anyone else experienced this or know why this is happening?

I'm trying to build a report of CTAs that haven't been actively updated/worked on over a given timeframe (i.e. 2 weeks). Our managers want to see which launch CTAs aren't being actively updated. Has anyone had success building something similar?

Hi! I have this issue that arises on some automated CTAs, where the pre-populated comment section repeats itself until the text field runs out of space. I'm not sure how to correct this. It occurs with normal text that I have typed in during the rule creation, happens with tokenized fields as well. See screenshots: Is this a bug? Or did I do something wrong with my rule setup?

I've been wracking my brain - and even reached out to GS support - to try and figure out if it's possible to identify the most recently triggered CTA per account, retrieve to whom that CTA was assigned, and use that to trigger subsequent CTAs to the same individual. This is in an attempt to trigger CTAs to our "pooled" team of CSMs covering our long tail accounts. I can certainly pull by MIN Created Date, but of course any additional Show Me fields I add breaks down the list by those values (i.e. if I add Assignee, it will give me MIN Created Date BY Assignee). So I thought I could pull in the MAX CTA ID and then use that to map to another dataset task containing the CTA details I need for the subsequent CTA triggers. But apparently the CTA IDs are not created in an incremental fashion, because on some accounts it kept pulling a CTA that was NOT the most recently triggered CTA: So putting this out there - anyone know if it's possible to do what I'm

As an admin user, I can see the Global Timeline View. I am trying to configure it for non-admin users and am running into difficulty. I cannot see this dialog box that is referenced in the KB. Instead - This is what I see Has anybody seen this before?

Insided recently released the quick links for the community start page. We are still looking how to implement these in our live community, but that process is ongoing and we will work that out with some help of @Julian. We received some feedback from our customers stating they couldn't find their own topics and responses. I've been tweaking some javascript in our staging environment and I wanted to show the result with you all. I've created an extra tile (only when you are logged in) that has 2 link buttons on it: my topics, and my reactions. All current tiles are still experimental by the way. What do you think of this addition?

The Gainsight product development elves have been very busy this Spring, preparing a ton of awesome new features and enhancements for you! The next release will be live and blooming in production orgs on April 9, and final release notes are available now.    This release includes: New SurveyMonkey Connector to integrate SurveyMonkey data into Gainsight. New Salesforce Connector that will replace Gainsight Connect for syncing data from Salesforce to Gainsight. New Upload CSV files to import Third Party NPS responses to Gainsight Survey 2.0, and analyze the NPS responses in the NPS Analytics tab. Success email notifications for Admins when using CTA/Task Mass Edit. Report filter component is enhanced with an “Includes” operator, which allows you to filter the report with multiple values on a single field, in the same filter. Report Sorting works on the entire dataset, not just on the data in the browser Folders are available in the Rules Engine to help or

Hi guys, I'm trying to build a Power list that shows Community Users that have not posted/logged in or whatever in either a) the Last 30 Days OR b) Ever! So one field needs to show the Last 30 days filter and another needs to filter if the field is actually blank as it's never happened. Can't figure this one out for the life of me! Cheers in advance Nick

I have a brand-approved email template that I'd love to use for survey invitations - is it possible to upload that into Gainsight and use that as my standard email template, rather than having to build it using.jpgs (that don't always aesthetically translate)?

Is anyone else experiencing that some of the notifications (e-mails) aren't sent? We'd like some more information and urgency from Insided about this, because it's causing significant problems for us. We measure our NPS by asking the question to give us feedback via the notification e-mail. Our N is incredibly low and we think it's partly due to few notifications being sent.

I thought I'd put this out there. Some of our users have older SFDC accounts from prior to being acquired by our company. Therefore they might have their email listed as a different than what they use for day-to-day business and the old forwards there. The problem is that we also had GS Connect sync the User Objects. When using Email2Timeline, that email address needs to be the one obviously they use which in our case isn't always the same as in their profiles. So we had to turn off the User object sync and manually correct and users in User data management in order to match email addresses. This isn't mentioned in the doucmentation yet and it probablly isn't something we think about in this type of feature/setup. I hope this helps someone else out.

I've finally understood exactly how to upload data using the S3 connector to and MDA object. however, I was quite surprised when I was troubleshooting and searching the gainsight support site that formats starting with day (dd/MM/yyyy or dd-MM-yyyy) are not at all supported. this becomes incredibly annoying for me and our CSMs since we're based in Europe and most of our data in Salesforce uses this formatting instead of the classic American MM/dd/yyyy. It would be very nice and much more manageable if we could have this format supported. Thank you

We embed our NPS question into the email to customers to increase response rate - is there a way to format that text (i.e., make it larger or bold)?

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 your suggestions! Here's the complete list.   Please refer to the v6.2 release notes for more information.   Please revert for any queries Email : spulluri@gainsight.com

Trying to set up an Email Chain that will trigger a CTA but also wait for that CTA to be closed before proceeding, but the event options for a CTA closure do not align with my CTA statuses. I watched the video which skims past the part of actioning on the result of a CTA closure.   This Document states: [i]"If the prior step is Send Email or Create/Close CTA, the following event configurations will be available: [i]Send Email: Email Opened, Email not Opened, Link Clicked, Link not Clicked [i]Create/Close CTA: CTA Open, CTA Closed Success, CTA Closed Lost" Here is where my confusion lies. I see two options here: CTA Closed Success and CTA Closed Lost [i] [i]My CTA Statuses however are set up as follows: [i] Which one aligns to the Adv Outreach conditions for "Create CTA"?  None of them look like a 1:1 match. [i]Category has a Closed Lost option, but not a Closed Success.   [i]Name/Short Name have a Closed Success option but no Close

If Gainsight has been running slow for you and you have LastPass, that could be the rootcause. When I tried this, it dramatically sped up and removed lag in clicking / typing that developed over the last 4-6 weeks. Right click on lastpass extension in chrome, click on "this can read and change site data" and change to "when you click extension"

Hello all, A member on our community was sharing links to a few online radio stations which include the characters ":" and "8" right next to one another. If we put them together we get an interesting crooked smile emoji. 🙄 This, in turn, breaks the link and makes it unusable. Putting it in a code block or in quote, doesn't seem to do the trick either. example: "http://stream2.friskyradio.com:8000/frisky_mp3_hi" will appear like "http://stream2.friskyradio.com:rolling_eyes:000/frisky_mp3_hi" I notice that the inSided community is rocking the new branded templates and along with it are a whole new world of emojis. Is this something that is just isolated to the old emoji implementation and should work itself out?

Good Morning- I'm trying to remember what the standard filter options are for Dashboard filters. I remember there being an option for "Current User", but I cannot remember the syntax to accomplish this. Can someone post a list of the standard options for auto-filtering and the syntax that must be used to accomplish the filter? Thanks -Jim

When reviewing our rule execution & Audit section in Gainsight Analyzer, as an Admin I am quickly trying to provide an update on our processing time but the "meter" indicator is Zero while the report metrics are present. Is this something possibly introduced with the recent release? We can still use the value from the chart, but wanted to let you know that (for at least my instance) this is no longer working as expected. I was hoping to post a screen shot of the "zero" green, yellow, red indicator but it seems I am not allowed to upload picture or they are being rejected.

Will we ever be able to migrate across different versions of Gainsight? We are on an IT-mandated quarterly production update cadence but are allowed to update our sandbox monthly to try to get ahead of validating new features before we update production. It sure would be helpful to be able to migrate between environments even if you may be 2-3 versions behind in Prod, understanding that if some features have been enhanced, those might not be able to be fully migrated until Production is brought forward.

Trying to schedule a simple report using the orchestrator and it wont let me get past the configure email button. There are 3 buttons grayed out in the bottom. Not sure why?