Discuss Gainsight Products

It would be great to have the ability to edit the Performance Coaching Schedule from the Attributes page. Currently, the option is grayed out. 

Can we find a sub string from URL in Gainsight?

When looking at a dashboard, we know, by default, we see 100 results. However, our team frequently filters dashboard scorecard components (for example, by region) to see info that's relevant for them. When they do this, the filter only applies to the 100 results originally displayed- for example, we might have 150 "Corporate" tagged accounts, but if a "Corporate' filter is used directly on the dashboard, only those Corporate accounts on the initial 100 records display (so usually about 30-40). I've been told we should use the filter icon for better results, and also to upgrade to Scorecards 2.0; we're doing both, but this seems like a bug you might want to know about. Thanks!

Adding an export function to the Matrix Data - Objects > All Objects page would be a nice feature.  Is it possible to build a report or some other method for simply exporting the list of objects and optional metadata fields?

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 revert for any queries Email : spulluri@gainsight.com

I ́ve created a MDA object, populate it with Bulk API and now i want to create CTAs from it using Rules Engine but i can ́t because "Only few Action types are available as Account lookup fields are not used in the task." I edited my object to add a field with lookup enabled But nothing changed on setup rule And setup action keeps the same message =/ So, how can i enable all action types on my MDA object? This article could not help me https://support.gainsight.com/Product_Documentation/Rules_Engine/Troubleshooting/Rule_Setup%3A_Unabl...

When i ́m creating a job i have two options of separator: Comma and semicolon, but i can only fetch the mappings with a CSV file using comma. If i try to use a CSV file with semicolon that ́s what happens: Here ́s my CSV file with semicolon If i replace the semicolons with comma it Works fine  That ́s really a bug or i ́m doing something wrong?

Hello all! In an effort to provide the best email deliverability within Gainsight we will be diversify our sending IP addresses further. This won't have any impact on emails being sent externally but it may impact emails being delivered within your organization.  If your company uses Proofpoint or any other email filtering service and you have experienced internal delivery issues in the past it may be beneficial to reach out to your IT team to prepare for this possible sending IP change.  In order to provide a proper heads up, we won't be starting this process until the week of July 16th. Please reach out to support@gainsight.com if you would like to know if your IP is changing and if so, what it is changing to.

I'm experiencing some unexpected behavior in trying to send myself preview emails from the email step in AO.  It seems as though I am only able to send one test message from the email preview screen.  I do get a popup confirming the message will be sent shortly, but no additional emails come through.  This happened yesterday as well.  I have tried restarting chrome and tried an alternate browser but still no luck.  There's no evidence of them having been caught by a filter, it just seems like they are not going out. Has anyone else encountered/resolved this type of situation?

Circled in Yellow, next to our company name CareerArc.  It says 'Active'.  I would like to have this auto-updated when we have a client churn to show that they're no longer active. Thanks -Jim

I currently have a rule built out that looks at a certain date field (we'll call it Date XYZ) and when the current date (rule date) is 365 days ahead of "Date XYZ", it triggers the setup action. Within the Setup Rule, the only way to determine if a certain date is exactly 1 year in the past is through the "Subtract N Days from Rule Date". This works fine with N = 365 except for leap years where N needs to equal 366. Doing a simple OR statement won't give me the correct results for when the year is a non-leap year. Anyone have any experience working with year anniversary based setup actions accounting for leap years?

As a Gainsight administrator, tasks such as report building, using the rules engine and creating custom data spaces are painful because of the insanity of our SFDC data. Over the years, we have accumulated a massive amount of objects, fields and data that is out of date, incomplete, or otherwise not useful. Wading through all of this noise makes it difficult to efficiently perform various administrative functions. Is it possible to hide irrelevant and/or deprecated SFDC fields  so they don't appear in Gainsight at all?

Hello,  Does anyone know how to add "TASKS" under this template ? 

Gainsight pushed a hot fix release (v5.15.2) to customers who opt in to automatic upgrades on June 26. The hot fix addressed some infrastructure items, and it also included a few minor enhancements; such as the ability to manage data in the standard objects by giving a provision to cascade delete of data (records), and the ability to delete the object graph records. We'll provide more details in our upcoming v5.16 release enablement materials. We also made a few adjustments to the July release dates (v5.16). The Sandbox upgrade will be available on July 10, and the Production upgrade will be available on July 24. More details to come!

I'm looking to upsert records into an MDA object from a CSV via the "Import Data" function. However, you are only able to perform insert operations here. Does anyone have a good workaround to upsert from a CSV into an MDA object? Would I have to upload to our S3 bucket?

From what I can see, there is no way to relabel the Attributes and Related List sections when adding the Shared 360. Having this would be very helpful. 

My goal is to have an MDA object being upserted, but I can not tell GainSight which field should be updated and which one should be created. As you can see in the image below I sent twice the same file with 3 records and they duplicated. Here is the MDA object Keys So, how can i set these Keys to upsert this MDA object with my CSV file?

A more lengthy update this time. Our teams delivered the long awaited Third-party Scripts feature. This feature allows you to add external scripts to your community. We made the navigation bar colors configurable in control allowing you to change the look and feel of this element. A lot of under the hood changes have been made to make your communities work even better. Keep on reading to learn more. Configure navigation bar colors 🎨You can now change the background- and text colors for your community navigation bar. By default these colors are inherited from the generic color scheme. Configure your colors in Control > Appearance > Navigation. Third-party scripts ⌨️Administrators can now empower their community with scripts from external services (third-parties) such as Google Analytics, Survey monkey and more. Go to Control > System Configuration > Third-party scripts to see it yourself. Read our how-to to get started with injecting external scripts: How To Add Third-party Scrip

Thanks to the Gainsight team for the Analytics of Advanced Outreach! It is super easy to follow and a great quick reference. However, I have noticed that the "Email Events" section does not have rolling dates. Instead, it shows the first handful of days the AO was going and then stops. You have to click in and modify the settings to get the most recent sends. Here is a screenshot: That was taken today (February 27th), but you'll note that the right most date is February 8th. It would be nice if this would gradually update for each day that there was activity. This outreach is a daily sync with daily sends. It would be great if it showed 2/26 (the last day it sync'ed as of this writing) as the right most date. I am fine if it still only shows ~7 ish days, but the more recent ones would be nice.

The token mapping UI has always bothered me, but it has now reached a new low. When I hover over the token, in either an outreach or an email assist task, the mapping icon appears lower than where it normally has. Instead of being right beside the token, the icon is now a few lines down. This is making it almost impossible to click on it because as soon as my cursor moves away from the token to click on the icon, the icon disappears. I then have to play some sort of aiming/speed game to quickly go from the token to the icon before it disappears. Anyone else have this issue? I've seen it on both Chrome and Firefox.

We've raised this issue to Support directly and was told it was a bug; however it's been 3 (3+ ?) releases since it was reported and it's still lingering, so I'm hoping posting here gets some traction :) We load our scorecard data to the Usage Data object so that we can report on it over time. A few months ago, the colors for Red, Yellow, Green switched to using the Color Palette. We've tried assigning custom colors and adjusting the colors in the Usage Configuration, but can't see to figure out why it changed. We would like for it to be Red, Yellow, Green- it drives our users (especially management) nuts that they cant get a quick RYG view of the report without deciphering the color pallette. Thank you!

Hello,  I'm unable to create a new report category type - see attached.  Can anyone assist me in figuring out what I'm missing?  Many thanks,  Ana 

Hello,  I have this field called "At risk level" on the R360 layout and on GS Relationship object in sfdc, the field accessibility is set as editable at a profile level, and the GS Relationship object is also editable at a profile level but for some reason I'm not able to set it as editable on de R360 - page layout. Anyone has seen or experienced not being able to set a field as editable on R360?  This field is a picklist. ( see attached)  Any help is much appreciated 

I am unable to find the UI spot in the Advanced Outreach UI to drill down on the campaign recipients - who read an email or clicked on a link. Not for a survey, specifically for an email chain. I can see overall stats but I cannot drill in as I was to do in Outreach. Perhaps I just don't remember where to go to to drill in. I can write a report on the AO participants activity object but I am looking for the dynamic capability to drill in through the standard UI and export to an Excel spreadsheet.

In the course of our inSpired Innovation Lab we hosted a series of roundtables. During the roundtable around engagement, 10 Community Managers and Moderators came together to discuss the topic of engagement on the community. Due to technical issues, the recording did not have the level of quality we expected. Hence we have decided to write out all the things that have been discussed, so that you can read back all the tips and tricks. This roundtable was started with two open questions to all participants: What pops up when you think about community engagement? Why is engagement important to you? The participants had different topics in mind when it came to engagement. Some focused on interaction and replies, while others were more concerned with the helpfulness of the content and creating a welcoming environment for new users. However, when it came to the “Why” question, everyone seemed to agree: Engagement is at the heart of the community. Without it, visitors will be much less