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8649 Topics
Laurenseife
Laurenseife
asked in Customer Communities (CC)
Sticky Primary Navigation

Does anyone have a code that they can share to make the primary navigation sticky so main menu  remains in place as a user scrolls down a page, making it accessible at any time without scrolling back up? 

384
revathimenon
Laurenseife
Laurenseife
asked in Customer Communities (CC)
Updating URL slug workaround

I  have created custom pages with product names affiliated in the URL slug and now our product names are changing. I read that slugs cant be changed or edited, but I'm wondering if there is a workaround or updates to this to avoid having to recreate the custom pages one by one again. 

455
revote
mradford
mradfordContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Dynamic JO Sync Issue when using Query Builder Source

I am finding that the new Dynamic JO for Advanced Programs is not syncing properly after I make changes to the Query. I change the Query, Save and Sync, then review data but I still see values from prior iteration of the query changes and result set that says there is 2630 records. Even if I select Sync All, I do not see a new full replacement sync of the result set.I end up having to go into Advanced Settings, and changing the Uniqueness criteria, syncing again, then changing the uniqueness back to what it was to get a full reset of the Sync. which results in 1209 records.  Before I enter this as a bug, is there something I am missing on how to force a full replacement sync? 

21311
dayn.johnson
Alistair FIeld
Alistair FIeldHelper ⭐️⭐️⭐️
asked in CE & Skilljar by Gainsight
Defining a brand Font in CE

How do I change the font within our School in CE? From what I can tell I need to add the style to the Head template and upload into the platform.  Can you please advise. Thanks

423
cdonargo
L
lyoungContributor ⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Best Practices for Provisioning Custom Roles

Hello, We have a fairly unique use of the community platform where we rely heavily on custom roles to provide users access to different forums and custom pages.  How do you all handle the provisioning of custom roles?  We want to launch a marketing campaign to get users into our platform so we’re looking at potentially a large influx of users - we might not have all these users pre captured on a spreadsheet to reference which roles to assign.I am thinking potentially a sign up field to ask users essentially why are you here or what’s your role?Has anyone done something similar before and found an easy way to provision users at scale? (we are looking to build a webhook in 2025, but until then we need a solution) Open to suggestions of what has worked well for you in the past. 

394
L
TSeibert
TSeibertContributor ⭐️
asked in Customer Success (CS)
How can I track each time a specific link was clicked in an email?

We have an adoption campaign that contains several emails with links to different types of resources in single email (YouTube video, admin guide, blog, etc.). How can we track which links in a single email are receiving the most clicks. Would like to understand if videos are getting more clicks than the blog, contacts are going to admin guide, etc. Right now, I only see high-level reporting (total opens and click to opens), but not a breakdown of the actual link clicks in the email. 

811
R
trevor_shand
trevor_shandHelper ⭐️
asked in Customer Success (CS)
Default to Email Notification for All Users

Is there a way to bulk turn on email notifications for all users, so they have to actively turn it off rather than having to ask each user to go enable it themselves?Trevor

331
Mdsingh
T
tim.carwheelContributor ⭐️⭐️⭐️⭐️
posted in Customer Success (CS)
Workday to Gainsight CS S3 Connection

For anyone working in Workday and having S3 Connection issues, FYI this might be helpful. After much trial and error (emphasis on the error piece), we learned that Workday's "Test Transport" functionality doesn't work for S3.  The following configuration is what did the trick for us:    Delivery Method:    Amazon Simple Storage        Bucket Name:     us2-prod-demotenantbucket        Region:    US West (Oregon)        File Name (path and file name):    system-defined/********-****-****-***********/MDA-Data-Ingest/input/[file_yyyy-mm-dd.csv] Thanks.

502
T
baraica
baraicaContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Job Board in Community

We’re currently exploring the possibility of having a job board in our community for our clients to post jobs. Has anyone done this before? If so, how did you go about doing it?

1585
security_lion
P
Pierre VRContributor ⭐️
asked in Customer Communities (CC)
Category page displaying more than 25 articles.

Hello, I discovered that once a category of the knowledge base contains more than 25 Post (= Article + question + Discussions), the Category page is truncated and only display the 25 first articles. The UX is not telling the user that something is truncted (= no infinit sroll load or pagination).Is this the expected behavior ? Should we limit the number of article to 25 and create sub-categories ?   Based on this community organization I was felling it’s a known limitation. but it sounds sad to not levrage the same pagination system as the one you already have on othre part of the platform. Pierre

716
L
cdonargo
cdonargoGainsight Employee ⭐️⭐️
published in CE & Skilljar by Gainsight
Gainsight CE FAQ Series: Why Can’t I Add Certain Webpages as Activities?

👇 Customers frequently as why they cannot add a certain webpage as an webpage activity 👇Many websites, including popular ones like google.com or apple.com, don’t allow embedding in external applications due to their own security policies.  If you’re attempting to embed a webpage that belongs to your organization, here’s what to do: For any organization-owned websites, you’ll need to contact someone from your website admin, IT, or Security team. They can adjust the site’s settings to allow embedding, granting permission for the page to display within Gainsight CE.For publicly accessible but non-owned websites,(like google.com or apple.com), embedding may not be possible due to their own security restrictions. 

180
cdonargo
clingley
clingleyContributor ⭐️⭐️
asked in Customer Success (CS)
Log Activity via Microsoft Teams

Similar to the Gainsight and Zoom integration that allows you to log Activities directly to a customer from a Zoom Meeting, is there an integration like this with Microsoft Teams? 

1181
Mdsingh
J
j2001797Contributor ⭐️
asked in Customer Success (CS)
Gainsight Assist: Same company name and no other identifiers

We are in the EdTech space where a lot of our customers (School districts) may have similar district names across the country. When logging an email using Gainsight Assist and I search for the company, let’s say Fayatte County where it is one of four in the country, it wont tell me which state. What ends up happening is that we have to guess and likely logging to the wrong company. Is there a workaround besides logging the email via Gainsight Timeline directly?

1787
Ritika Jindal
revote
revoteVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
How to find certain comment in the community?

When the topic is short, with only few comments long, it is pretty easy to find certain comment just by using search and checking all the search results.But.When the topic is long, for example 100 or more comments long, this is next to impossible task when using inSided.What are your best practises around this topic? As a normal user but also as a admin?

12212
leo-inspired
Stuart
StuartHelper ⭐️⭐️
posted in Customer Success (CS)
Company Records Hygiene - Delete via API

Hey folks,I wanted to share my process for handling Company record deletes. Our internal processes mean that on a regular basis we have Accounts in Gainsight that are flagged for review; the Account no longer exists in the CRM and a decision has to be made on whether data exists on the Account record and so the Company/Relationship records require to be merged in CS, or whether a straight up delete can be actioned. I’m not a fan of deleting either in Data Management, or Customer Data > Company - I personally find the process a little clunky, and additionally a manual decision is required as to which records require to be deleted. I have a KPI widget powered by a DD dataset on an Admin dashboard that monitors records that exist in CS but not in the CRM. The drilldown includes:Company Name GSID Company Status Number of Relationships Number of Active Relationships Number of Active + Paid Relationships Count of Timeline ActivitiesGenerally, I find this information is sufficient to deter

330
Stuart
S
sahil_nazirGainsight Employee ⭐️
asked in Customer Success (CS)
Close CTA irrespective of the success plan status

Hi Team,Customer is trying to auto-close CTA via rules. However, CTAs that are part of success plans are closed only if the success plan status is active. Can we have this limitation lifted? Feedback from customer:Although I was not looking whether it's a limitation documented or not but more emphasizing on if it's a limitation then why limitation is only applicable for auto closing this type of objective CTAs only via the rule why not on manually closing if the success plan is in draft state.If the behavior is corresponding to a Success Plan's draft state then it should be identical in all the places(manual or auto close).However if this behavior is only set for auto closing the CTAs then could please let me know if there's any way of lifting this limitation as it's clearly not adhering to better user experience of a product.Note, as of now in our case there are only few Success Plans but going forward if we come up having more number of Success Plans & that are in draft state the

190
S
baraica
baraicaContributor ⭐️⭐️⭐️
asked in CE & Skilljar by Gainsight
Setting the benchmarks for our new LMS

Our team is launching our first ever LMS for the company (we’re so excited and are loving the CE tool) but we’re having trouble establishing some benchmarks for reporting and metrics as we’ve never had a learning management system before.What were some KPIs you looked at for the first few months/quarters? How did you define success? Thanks in advance!

955
cdonargo
T
tmcmahonGainsight Employee ⭐️
posted in CE & Skilljar by Gainsight
Upcoming Office Hours: Making the Most of Email Communications in Gainsight CE

Curious about how to leverage different types of email communications in Gainsight CE? Join our next Office Hours session, where we'll dive into the platform's email tools to help you create impactful, seamless learner interactions every step of the way!  📩 What We’ll Cover:Types of Emails: We’ll walk through the different types of emails you can send, from automated messages to manual group emails and learning path notifications. Finding & Configuring Email Settings: Learn where to access and configure email settings to match your needs, including action-based triggers to automate key communications. Branding & Customization: Discover how to make each email align with your organization’s branding, creating a cohesive learner experience from start to finish. Popular Use Cases for Emails: Get inspired by practical examples of how other Gainsight CE customers are using emails to boost engagement and keep learners moving forward.📅 Join Us Live!Date: November 21st, 2024Time: 10:0

371
cdonargo
L
lyoungContributor ⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Hide Quick Links on Custom Page by permissions

Hello, We have a custom page for a specific subset of users. Within the custom page, we have quick links to sub categories. Depending on the users role we want them to only see certain quick links on this custom page. Note: If we use the Category widget instead of quick links, all other categories they are a part of, outside of this Custom page, will be visible on this custom page so I am also open to solutions that allow me to hide categories on a custom page.  Is there any way to set this up?

535
DannyPancratz
revote
revoteVIP ⭐️⭐️⭐️⭐️⭐️
posted in Customer Success (CS)
New Settings button

I like how they bring the options to the front end 👌 

223
revote
tohodesigns
tohodesignsContributor ⭐️
asked in Product Experience (PX)
Can anyone offer examples of how they leveraged Staircase AI with Gainsight PX?

Everything I’ve read so far about Staircase AI seems focused on its value relative to Gainsight CS. Can anyone provide some examples of how it benefits Gainsight PX users?

631
bradybluhm
Mark Jongeling
Mark JongelingHelper ⭐️
asked in Customer Communities (CC)
When using the Control button, need login, then missing redirect

Hey everyone,When I press the Control button on a given topic, then it opens the back-end environment.However, since I don't do that every day I may be logged out and I have to sign in again.  Once I then sign in, the back-end homepage loads rather than the topic page I pressed the Control button on. After logging in and going back to the topic page and then pressing Control, the correct page in the back-end loads. Is there something that I can do this activate this or is this a missing feature?

362
revote
mstruening
mstrueningHelper ⭐️
asked in Customer Communities (CC)
Keyword Blocker Notifications (for us and the customer)

Good day all!We just set up the Keyword Block after a curse got through.We tested it out and it works as expected except for 2 items:The warning to the customer does not explain WHY they are being moderated.  Can we modify the message to indicate that they triggered our blocked Words list and explain WHICH word did?  and further, allow them to edit?   As an admin, I do not get an email notifying me of posts pending moderation approval.  Can this be configured?

1387
logicalhare
ZapierSteph
ZapierStephContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Are Pending moderation flags sent as a form of email notification?

We want to make sure that we’re addressing Pending content in the Moderation Queue as soon as possible to provide the best experience for our users. Is there a email notification that goes out or can we automate an alert like we do when a Reported post comes in? Thanks!

1134
logicalhare
Sruthimalla
SruthimallaGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
PX : 2021 - Content for Mastering PX!

2021 is an amazing year for us as we received the biggest honour as a product company,  “The Proddy Award” in the “User Adoption” category. This award is a testament to the tireless efforts of our employees globally who are driven by a shared passion to build great adoption and engagement products.  Numerous efforts have been made by our team to provide customers with best practices content and product help. So, what initiatives do we take at PX as a SaaS product to provide a holistic experience to our customers on and off the PX? PX on PX:We use our own product to boost adoption. On a day-to-day basis, we find opportunities and areas of improvement. We extensively rely on product ideas from the community, user surveys, customer NPS and CES scores.  If you want to know more about PX on PX, please do refer to this detailed post here. Digital Led: (Community + Office hours + Weekly emails on best practices) While we are doing everything just like the way we suggest our customers, we did

3442
Sruthimalla

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