Discuss Gainsight Products

Can I add an event today Oct 30 with a date of July 31 so it shows up in the Past Events tab? I’ve done that but can seem to get it to show in the list.  It’s a Group Event and I am a member of the group (and Admin of the entire account) Is it a timing thing? Thanks in advance again everyone!  

Is it possible to Embed YouTube Videos in an Event Description?  For past events, I’l like to make them available to watch the recording.  When I go the <> code area and paste the embed code, then click out, it’s removed and nothing changes.  Please and thank you in advance!Jamie

I have seen some info on milestones in the community, but I do like how the Gainsight University has their courses setup: the learner cannot end/complete the course until they have clicked through all sections of the SCORM course. I wanted to know if anyone has the steps on how to mimic this in CE?I don’t have a quiz in all of my courses and when adding a milestone for SCORM, it says the learner must complete the SCORM activity with a minimum score %. Any help would be appreciated, even from the GS Uni team on how they accomplished this would be great.

 We are thrilled to announce the launch of our latest eLearning course: "Leveraging Commerce to Monetize Your Training". This course is designed specifically for educators, trainers, and content creators who are looking to unlock the financial potential of their expertise.About the Course: "Leveraging Commerce" provides a comprehensive guide on various strategies to monetize educational content and training programs. This course offers valuable insights into creating revenue streams from your courses.Check it out today! 

Is there a way to sync timeline activities in real time from SF to Gainsight? We use Chorus and have a nearly realtime sync from Chorus to SFDC. However, those same events only sync 1x per day from SFDC to Gainsight, which is a pretty major inconvenience for our CSM team. Any obvious solutions or workarounds that I’m missing? Any suggestions would be appreciated!

It’s nice to try out the beta of the Notification Center here on the Gainsight Community. It seems that the rules for the NC solves for this issue (links and context below), showing a notification for each reply on a topic, regardless of the email notification settings / preferences. Can someone from Gainsight please validate this? Improved Email NotificationsWe’ve introduced a new option in the notification settings that lets you choose to receive an email for every reply to a topic. Previously, only one reply notification was sent until you viewed the topic again, which caused some replies to go unnoticed. With this update, you and your users can stay on top of all discussions. Head to your profile to choose your notification preferences today! 

We use SSO in a way so that our users sign up for our community using their existing product logins. We’d like to automatically assign a custom role to certain users as they sign up for community, based on specific criteria they meet on our product side. Long story short, we’d like to create exclusive community spaces/content for specific subsets of our users. Does anyone have experience in this?

We’re created a custom page that is exclusive to a custom user role. And we’re using SSO to automatically provision the custom role to specific users as they join our community 👍Is there any way to generate a link or URL that will:Prompt someone to create a community account Then navigate them to the custom page, which they’ll then have access to (because their credentials match our criteria to have the custom role assigned).The only way I’ve been able to get close is to customize our 403 error page, but it’s still not the best UX. Does anyone have any other ideas?

Has anyone utilized the native SFDC x Community integration to pull in product updates from SFDC? We’re planning to utilize the native Product Updates module, and our product management team wants to ensure that they’re not having to make manual updates on multiple surfaces.If we have roadmap items stored in SFDC, is it possible to automatically create posts for each item with the content populated?

Sorry if I’ve missed an obvious answer to this, but is there any reason why end users can’t change their usernames? Seems the only way to do so is for a community manager to do it for them in the control environment. Is that correct?

Hi all,I am pushing to a Slack channel when a Timeline Activity of a certain type is created. I would like to include a URL for the user to click through back into Gainsight and the Timeline Activity. I can’t see any information on how to generate this URL. (For example, as a Salesforce Admin, it’s easy to create a Salesforce link by adding the record ID to the end of a standard Salesforce address)Does anyone have a suggestion on how I can do this? I am currently querying Timeline through the Rules Engine, and pushing to an External Action to get it into Slack.Thanks!

Curious if there was an easier way to deactivate an Objective Playbook that is used in a Success Plan Template. For example, after the Success Plan Template was made inactive - the Objective Playbook still was unable to be deactivated until the Objective was deleted from the Success Plan Template. It would be easier if the Objective Playbook could check that the Success Plan Template was inactive - and allow the admin to deactivate the Objective Playbook if the Success Plan Template was deactivated. 

We are working on implementing our first KC bot for implementation. With the checklist, is it possible to prevent them from moving on to the next step if they have not completed the first step?  For example, we need to them to go through and set everything up in the first step before they can do anything in the second step. 

We have ideas restricted to our employees and partners currently (set by custom role). It seems like a bug that the Ideas link appears in the top navigation for everyone - even when you aren’t signed in. Our Knowledgebase is also restricted and you don’t see it when you aren’t signed in. Is this a bug? Shouldn’t ideas only appear in the header nav if you have access to it? 

Morning fellow Gainsight PX'ers!  Thank you for joining me last week on the topic "User Centered Approach to Product Mapping.”If you missed my spotlight talk with @MBragle, here is the recording!I had a blast discussing and answering questions about how we are using the UX team's skills at Acquia to make sure our product maps are accurate across our product suite. To recap our process for those who were interested:   Select your people Choose a team with a cross functional skill-set: Content strategy, Accessibility, Visual design, Technical expertise, and Leadership. This team should also have a diversified understanding and familiarity of the UI’s of each product as well as the user personas who use them. Working with multiple products and understanding how they work together was key in the mapping process as we would like to eventually see how our users work across the product suite. Keep the group small. Too many hands on the product mapper without proper communication could resul

 ….We’re baaaack!! We held another Gainsight CE Office Hours on Webhooks! If you weren’t able to join, here are some important notes and the recording below:  There’s no need for a technical background to understand this session. We hope to give you some guidance on how impactful using webhooks can be to further share your learners data or automate workflows.Here are 2 amazing video resources to learn about this topic in more detail though: Webhooks for Beginners - Full Course (2 hours) & How Webhook Works (8 minutes)So what came to our attendees minds when they hear the term “webhooks?” Defined by Red Hat in their documentation, a webhook is a way for a web page or web application to provide other applications with information in real time. What can “catch” that Webhook?Usually a tool like Zapier or Workato. Gainsight CE has workflow functionality for premium and enterprise customers…. Premium example: Webhook from CE sent to trigger another CE action (completion to enroll into an

Hi, I have seen several threads about editing the phrases in the footer/ hiding them, but I’m hoping someone can advise on how to ADD a third link. In addition to “Terms and Conditions” and “Cookie Settings”, I’d like a third URL to point to an external page where our Privacy Policy lives within our corporate website.  

 📢 The PX October Release is now Live in US and EU Orgs!  Our October release delivers enhanced usability, improved efficiency, and deeper insights with key improvements to essential features. Release Highlights:Unlock Every Journey with Optimized Funnels: Track all user journeys with our improved Funnel Analytics. New median time metrics and an optimized interface provide deeper insights, helping you drive smarter decisions and optimize your funnels. Enhanced CSV Export Experience: Exporting large datasets just got easier. For larger export files, we’ll send you an email with a download link once the export is ready. No more waiting or spinning wheels! Enhanced User Management with CSV Export: Easily export user lists and role groups in CSV format for better tracking and insights into user permissions across your organization. ++------------------------------------------------------------------------++RELEASE NOTES++--------------------------------------------------------------------

 "I know kung fu." When Neo uttered these words in The Matrix after instantly downloading combat skills to his brain, it seemed like pure science fiction. Today, watching AI systems master complex customer interactions, predict behavior patterns, and enhance human capabilities in real-time, that scene feels strangely prophetic. Only instead of downloading kung fu, we're watching AI transform Customer Success at a pace that would make even Agent Smith raise an eyebrow. From Fear to Excitement The transformation in how Customer Success teams view AI mirrors the broader story of technological adoption. Initially, there was that familiar knot in the stomach – the same one people felt when computers first entered offices or when email began replacing phone calls. But something remarkable is happening now.A Support Team Lead recently shared how her team went from dreading AI implementation to championing it in just three months. The turning point? When they realized AI wasn't just handling m

What is the importance and use of “Avatar_SalesforceConnection::Sfdc User Id” in the Connector 2.0 SFDC User to Gainsight User object.  This mapping is recommended in the Gainsight Documentation:https://support.gainsight.com/Gainsight_NXT/Connectors/Connectors/CRM_Integrations/Salesforce_Connector I am just struggling to understand why we do not just map to the SFDC User Id.

 A healthy Customer Community has many positive impacts, a lot of which directly impact your Customer Success motions. Because the goals of these two products align so well, there are many opportunities when using these tools together.The Community Data Integration enables Admins to connect their Customer Community tenants to Gainsight CS to gain even further insights into the health of their customers.Explore how to use these two products together in Integrating Customer Community Data with Gainsight CS on Gainsight University.Check it out today! 

22 Microlearning Courses on Customer Education (CE)!If you’d like to learn more about CE, check out Gainsight University. We’ve got 22 innovative microlearning courses ensuring you can leverage its full potential to elevate your learning and teaching experiences.Why Microlearning?Microlearning breaks down information into bite-sized, manageable pieces, making learning accessible, efficient, and impactful. These courses are perfect for busy schedules, allowing you to learn at your own pace, anytime, anywhere.What's in Store?Academy Setup and Customization: Discover the basics and navigate the platform with ease. Course Building: Learn how to create compelling courses that captivate your audience. Learner Management and Engagement: Master the art of engaging with learners and providing feedback. Certification and Analytics: Dive deep into analytics to track and enhance learning outcomes.These courses represent a significant step forward in our commitment to fostering a culture of continu

How can I see CTAs/link clicks on links embedded in knowledge bot articles? Views aren’t very helpful, because any time a user scrolls past an article, I think it counts as a view. I want to know if they click the CTA in the article.  

We are eight months into our Gainsight implementation, and we have CSMs that previously documented their account work in OneNote.  They understand the value of timeline entries and the AI Cheat Sheet.  However, we are getting asked about the ease of searching in OneNote and how it doesn’t seem that easy in Gainsight.Has anyone gone through this and can offer assistance?

Are user groups down? Customers can no longer access the link to join private user groups and I can no longer generate the URL to invite a user.