Discuss Gainsight Products

Is it possible to have comments automatically populate the comments section of a manual CTA using th

Is there a way to clear all the CTA's generated so far for a certain type or category?

Currently you can't copy an existing survey and make changes. You can only choose from two pre-built surveys.

If a user refreshes a stale health score using the checkmark instead of the new refresh button; a duplicate health score record is created - which impacts reporting and dashboards. Standard UI procedure is that invalid options should not be available (can only rely on user training to a certain extent). If the score value is not changed, the checkmark option should not be available.

What are best practices for analyzing the scorecard data to learn more about the health of the overall customer base? Are there any graphs / detailed SFDC reports based off of the scorecard object that worked well and you recommend? I'm working on building a dashboard based on the scorecard data gathered in the C360 page. Some business questions I'm trying to answer are: 1) How many customers are at churn risk? - By Industry - By Segment - By CSM - By Renewal period 2) What are the top 5 reasons of why some customers are currently in Red 3) What's the monthly overall score trend Any other examples of what works for others would be greatly appreciated. Thanks!

One leading indicator of customer churn is the loss of a key customer contact. Gainsight's Sponsor Tracking feature allows you to track contacts listed in SFDC and monitor for anychanges to the contact’s title, location or company. Here’s how you can set up Sponsor Tracking in 3 easy steps: Step 1: Enable Sponsor Tracking [img]https://s3.amazonaws.com/screensteps_live/images/gainsight/304913/1/rendered/fc2a0a01-40ae-4d2a-925e-c2dd9d459293_display.png[/img] Go to Administration CS360 sections Click edit next to “Sponsor Tracking” and ensure the box next to “Show in Customer 360” is checked This will enable sponsor tracking to show up in your 360 view. Step 2: Setup Rule to run Sponsor Tracking Go to Administration Rules Edit the “Standard Sponsor Tracking” Rule. Edit the “Setup Action” tab per your preferences and edit the “Schedule” tab to run the rule daily. Step 3: Sponsor Tracking Action Once you’ve set it up, Sponsor Tracking is enabled in your 360 view. Watch this 4 minute video t

I'd like to be able to write a NULL value to a Customer info field. Here's the situation: I created a few lookup fields in Customer Info that get populated by a rule to mirror the assigned service team members in the Account Teams object. I had to flatten into Customer Info to be able to use these fields in Gainsight - for assigning a CTA, for example. In case a user gets removed from the account team, I'll need to blank out the field in Customer Info, but I can't figure out how to set a Null value with a rule. The "Set Action" page doesn't let me assign a blank value, and doesn't seem to work when I enter "NULL". Does anyone know any tricks to this? My plan is to have two rules - one to wipe out all the values of these fields, and then a second rule to populate them, which would be scheduled to run in that order. Thanks!

This 5 minute video provides an overview of the primary Gainsight enhancements from the March and April 2015 releases. https://vimeo.com/gainsight/review/125074342/d63ef2b781?mkt_tok=3RkMMJWWfF9wsRomrfCcI63Em2iQPJWpsrB0B%2FDC18kX3RUtIr2dfkz6htBZF5s8TM3DU1FBXrVA9EEATrA%3D

Version 4.25 release of Gainsight includes the following features: CS360 Sections Enhancements Embedding Page/URL Integration Enhancements Gainsight Data Loader Enhancements[list] UI Enhancements Data Load Configuration Google Analytics and mixpanel Execution History Enhancements Data Load Configuration Usage Analytics[/list] Rules Engine Enhancements Rule Cloning UI/UX Changes Salesforce Components Introduced in Version 4.25 Visualforce Page Issues Addressed Reporting Rules Engine Cockpit CS360 Engagement Multiple ModulesHere is a short video to walk you through some of the key features from the March and April Release: Gainsight: March + April Release Overview from Gainsight on Vimeo. C360 Section Enhancements Embedding Page/URL [img]https://s3.amazonaws.com/screensteps_live/images/gainsight/337414/1/rendered/a36db81f-8609-4c97-b97e-53201fcb4149_display.png[/img] You can now embed a visualforce page or a URL in the CS360 View, Account Widget, or Opportunity Widget using CS360 Section

I'd like to display a user-level metric in a Reports 2.0 visualization very similar to the C360 Usage Data graph. After building the Report, the resulting graph doesn't automatically order chronologically and I don't see a way to order the columns or dates. (Line graphs aren't specified in the upcoming release notes.)

Version 4.24 release of Gainsight includes the following features: Rules Engine Enhancements Calculated Fields Load to SFDC Object or MDA Subject Area View Number of Salesforce API Calls per Rule Run Improvements in Rule Result Email Attachment Reporting Enhancements Survey Enhancements Cockpit Enhancements Rules Engine Enhancements Calculated Fields [img]https://s3.amazonaws.com/screensteps_live/images/gainsight/329034/1/rendered/64524bd7-f57a-43f9-9390-e56c2f628667_display.png[/img] The option to Add Calculated Field has been added to the Rules engine and can be used to add a new calculated field to be used in a rule on the fly. Add Calculated Field in Rules Engine might be used to: Add a new field that is a rolling average of last 7 days of a usage measure. If the rolling average crosses a high or low threshold, create a CTA or set a score. Load the rolling average to usage data or to a field. Add a field that is a comparison of aggregated usage measure over last 7 days vs prior 30

Version 4.23 release of Gainsight includes the following enhancements: Cockpit Enhancements Reporting Enhancements Success Snapshot Enhancements Surveys Enhancements Rules Engine EnhancementsTo read the detailed release notes click here.

If you and your team have started using Sponsor Tracking, it would be helpful to set up different reports and views to display information about sponsors across customers. This is especially helpful to ensure sponsors are being tracked for each of your customers, identify gaps of sponsors in key accounts and drive action. Follow these simple steps to set up one such report: Step 1: [img]https://s3.amazonaws.com/screensteps_live/images/gainsight/312469/2/rendered/3441e4ef-1162-4a3c-8aee-ef1a53df7684_display.png[/img] Go into “Report Builder” and select “Sponsor Tracking” from the data source. In the “Show me” field include the Contact Name and in the “By” field, include Account Name, CSM Name and other relevant data. Step 2: Run and save your report. You can also add this report into a Dashboard view.