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9 days ago

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sarahmasterton-brownHelper ⭐️

asked in Customer Communities (CC)

Featured topics in groups

Challenge: In my beta program group, it’s hard to identify what the latest beta programs are. Any new comment on a program that’s 4 months old comes to the top of the topic rollup.I want to clearly feature the latest programs on the group page. What I get (below) when I add these topics to be featured doesn’t look nice. They aren’t articles so don’t have images (the PM’s that create these topics don’t have admin access), and it could do with a title about the topics to call out ‘Latest programs’.Has anyone figured a better way to do this. Or cld share some CSS for adding a heading to the featured topics section…? 🙏

410

1 year ago

MTadrosContributor ⭐️

asked in Product Experience (PX)

Any Tooltip tips for iPad?

Hi there,New to Gainsight, and first time posting. Scrambling a bit to try to get my first in-app campaign pulled together.I’ve made some progress, and I’m at a point where I’ve created a tooltip, and am able to preview it in-app.The challenge I’m facing at the moment is that the location of the tooltip is a bit whack (centered below the ellipses button, bleeding off the screen, and detached from its little arrow) and I’m not sure how best to reconfigure it. The template editor seems to lack any features that would allow me to position the tip in a logical position (to the right of the button, with the arrow pointing left, to the button). I get the sense that maybe this is possible with CSS, but my CSS skills are non existent.Looking for suggestions for documentation, other threads, or any other places where I might be able to find some code snippets that I could tinker with?Thanks in advance for any assistance!

530

1 year ago

revoteVIP ⭐️⭐️⭐️⭐️⭐️

posted in Customer Communities (CC)

Questions about Post fields Analysis

It seems that when you view the Results from Control it displays the post´s original location (=category). But, if you export Report to csv, there you can see the location where the post is moved (if it is moved). Why the moved posts and their location cant be seen from Control, without exporting them to csv? There are times when I dont want to export data and the subforum data should be ok, no matter where to look at. When I export Analysis report to csv, all the posts doesn´t have subforum & post creation time & username data? They have only postID & post_url & post_description data and nothing else.

650

1 year ago

anirbanduttaExpert ⭐️

published in Customer Communities (CC)

inSpired + GameChanger: a ghoulishly united destiny 🦇Blog

Salutations fellow creatures of the night. It is with spine-tingling delight that we unveil our 2023 event of the millennium 🕸️'inSpired' is merging into 'GameChanger' to become one Gainsight community🕸️community.insided.com to become community.gainsight.comOur primary objective is to combine these communities as seamlessly as possible while ensuring that the spirits of our community members remain unbroken and they continue to progress in their paranormal missions on the merged community. ☠️Project Goals🎃 Make it one ghastly multi-product Community for the Gainsight platform: CS, CC, PX and CE🎃 Saving the world from the treachery of the complicated Community-navigation labyrinth and unearthing some long lost resources🎃 Unleash more than the sinister 'Admin' persona as we expand the realms of both the Community of Product and Practice ecosystems🎃 Help members hit the haunted grounds running, keeping all your eerie Activity and points, Roles and sinister contributions, against th

2690

1 year ago

IdanContributor ⭐️⭐️⭐️

asked in Customer Communities (CC)

Custom pages and KB

Hello everyone, I have 2 questions here.We are in the process of implementing a new KB platform. I am trying to create a custom page that will direct the users to the new KB. I am trying to edit this page to make it look nice with a hero banner with no success. The banner looks weird and doesn’t fit the screen. Also - I am wondering. Is it possible to custom a page with a link to our new KB, that will be presented every time when a user is using an old KB link? Something like:“We’ve moved! Check out our new KB here”? Thank you! Idan

850

1 year ago

moellerbriannaContributor ⭐️

asked in Customer Success (CS)

Pausing & Resumeing Programs for the Holidays

Due to the Thanksgiving holiday, we do not want our programs to send an email this Thursday. How do we pause and resume our programs to avoid conflicting with the sync schedules and wait timer? For example, a program enrolls qualified customers every Thursday, followed by a 7-day wait time, so the customer receives an email every Thursday. Do I need to pause the program the Wednesday before and resume a week later so it doesn’t mess with the wait timers?

800

1 year ago

dkulshresthaGainsight Employee ⭐️

posted in Customer Success (CS)

Revisions in the October 2023 NXT Release Notes

Explore the latest revisions in the October 2023 Release Notes.We have updated the October 2023 Release Notes with information about the REST API for Company Team Record enhancement in the User Management section. This enhancement will be available on or before November 15th, 2023.Subscribe to this post to automatically receive updates when further revisions are posted.Thanks!@Kartheek @parthiban_periasami @neelam_mukherjee @Divya @Adrian Raposo @anirbandutta @courtney_hauser @sshroff

740

1 year ago

rizzom453Contributor ⭐️

asked in Customer Success (CS)

Dashboards drop down menu to change values interactively

I’ve looked through the documentation and also tried my luck on training videos on YouTube with no luckWe would like to do a dashboard where the data is editable (drop down menu is fine) Example Dashboard Field: Engagement Priority -- Values are None, Low, Medium High Dashboard would display this field with the current value (we have that working)** We would then be able to click on the field and then update the value just through the dashboardExample: Change the Engagement Priority from Low to Medium...and then have that change get committed to the actual dataIs this possible? We have been looking for a while on thisThanks so much -- happy to be redirected to another thread if there is a good example out there as well

420

1 year ago

Kait_MastersContributor ⭐️

asked in Customer Communities (CC)

Ideation Module not showing ideas

Hi all! I am having a problem with the ideation module as a new community manager on the platform. We are building out some example content to help with our customization of the platform before launching. When I submit an idea, it shows as a topic but doesn’t actually show the idea. Am I doing something wrong?

250

1 year ago

Ester.MemoliHelper ⭐️

asked in Customer Success (CS)

Warning to admins if there's a big amount of data export

Hello! For security purposes, many CRMs inform the admins when a big data export is performed by a user (or another admin).I haven’t found such option in Gainsight.Do you know if there’s something that can be enabled to track it? Thanks!

260

1 year ago

security_lionHelper ⭐️⭐️

asked in Customer Communities (CC)

How is Gainsight DH thinking of AI and ML as it relates to upcoming features?

This question goes out to the Gainsight team… What plans do you have for Gainsight DH to to leverage AI and/or Machine Learning? Are there any features in discussion for 2024? At Pulse 2023, customer success got the AI love, but I have not heard a peep about it relating to community.

830

1 year ago

sarah.kenneyContributor ⭐️⭐️

asked in Customer Success (CS)

Maintaining Reporting & Dashboards

Hi All, I’m writing to see if anyone has any tips on reigning in dashboards and reporting with their executive team. Right now, we have over 760 active reports and 46 dashboards. My executive team wants to see every report broken down by product, region, service tier, solution, program, as well as over time. In addition, they don’t want to use global filters because they want the graphic to show comparisons over each of these characteristics above. Because there’s a limit to 30 widgets on a dashboard, I have to create an Executive Dashboard 1, Executive Dashboard 2, etc. It’s been overwhelming maintaining this much reporting and dashboards for our teams (especially when we’re still new to Gainsight and foundational changes are still being made). I’ve tried to narrow the scope and focus our leadership team on (1) Defining the purpose of the dashboard (2) understanding what KPIs should be included (3) and align on the appropriate design. Then, if they need ad-hoc reporting, I can always

410

1 year ago

ManoelContributor ⭐️⭐️⭐️

asked in Customer Success (CS)

Gainsight assist not showing

Hello, everyone.One of my CSMs is getting the image below when trying to connect Gainsight to e-mail.What are some ways to toubleshoot and fix it?Thanks in advance!

2670

1 year ago

ChristineTTContributor ⭐️⭐️⭐️

asked in Customer Communities (CC)

Autocorrect words in topics / conversations?

Is there a way to autocorrect words in topics or conversations? In particular, hoping for our company name to be autocorrected with typed incorrectly (second part isn’t capitalized). Is this possible?

190

1 year ago

pchoeContributor ⭐️⭐️⭐️

asked in Customer Success (CS)

Scorecard Report - Week over Week Changes

Is there a way to create a report that shows week over week changes? I would like it to show the Current Score for the current week and the Previous Score from the week prior. Also any changes in the measures would be great as well.

590

1 year ago

LindsayContributor ⭐️

asked in Customer Communities (CC)

Automated Emails

Hello! I am looking to set automated triggers for the following groups:1. Users who registered 1 week ago and have not contributed yet2. Users who performed their last activity 3 months ago 3. Users who performed their last activity 2 weeks agoI have a few questions for each group:1. The trigger is listed as "registered after ___ days", does this mean when I create this email, everyone who registered after this many days will be contacted right away? Will this include users who have contributed already? 3. Will all users who performed their last activity 2 weeks ago be contacted right away after constructing this email? If so, does that mean users who I want to setup the email for after 3 months also be contacted?Thank you!

310

1 year ago

lila_meyerGainsight Employee ⭐️⭐️⭐️

published in Product Experience (PX)

How Gainsight Uses CS + PX to Understand Our Customers

It’s no secret that Gainsight “drinks our own champagne,” including using PX to track our clients’ usage of our Customer Success (CS) platform. In these last few months, we’ve seen usage rise for all customers across the board: Weekly Active Users have grown by 21%; CSMs not traveling means they spend more time on Gainsight The use of Gainsight CS has gone up >70% in these past 3 months Average Days Active by users in our product increased >8% For more insights about how we use PX to understand our CS customers, click here.

1240

1 year ago

pchoeContributor ⭐️⭐️⭐️

asked in Customer Success (CS)

Survey Response/Answer to use in a CTA

We have an advanced program that collects survey responses using multiple choice. Is it possible to use the response/answer data in a rule to generate a CTA? If so, what object would the survey response/answer be found in?

231

1 year ago

Bbere31Contributor ⭐️

posted in Customer Success (CS)

Increase the in-app notification limit for more than 50

I’m here as advised by your Support Team. They mentioned that they are working on a sprint already on this feature and will be be able to use it by Third week of DecemberIn my use case; I receive around 90-140 notifications in a day. Because of the hard limit of 50 notifications in the notifications Bell Icon. I need to open a different page (cockpit) rather than dashboard to refresh the notifications. On a lucky night, i get to get the remaining notifications. But 90% of the time. Those notifications are missed due to the hard cap and the notification is lost except for email. As mentioned. I know you guys are working on a solution to be able to scroll down on the notifications and not limit it to 50 instead up to 150 notifications. We hope that this be executed and have a follow through. For those people experiencing this issue. Kindly add your upvotes on this post! Thank you

390

1 year ago

spencer_engelExpert ⭐️

asked in Customer Success (CS)

Is it possible to load multiple contacts from Timeline back to SFDC Events?

Has anyone ever had luck associating multiple contacts from Timeline back to SFDC Events? The use case is that if multiple external attendees exist in the Timeline activity, we’d like all those attendees to be loaded back to the Name ID field on the Event object. No matter what I try in the Rules Engine, I can only ever get one contact ID to load to that Name ID.

1450

1 year ago

darkknightExpert ⭐️

asked in Customer Success (CS)

Webinar pop-ups for end users vs. admins

Why are my end users getting pop-up invitations to webinars of which I as the admin am not being made aware?

1247

1 year ago

pchoeContributor ⭐️⭐️⭐️

asked in Customer Success (CS)

Advanced Program Email Chain - CTA mapping to Verified Outcome

This question is really to see if what I'm thinking is even possible/if there is a workaround. I created an Advanced Program Email Chain that is designed to send out an email to New Customers and have them pick a Verified Outcome by clicking on one of the three buttons below. When the customer clicks on one of the buttons it takes them to a specific Thank You page based on which button they clicked (3 links - one per VO). The issue I'm facing is I want to create a CTA based on which VO/Button they picked. If they picked Speed I want the CTA to indicate that is the Verified Outcome they chose. Is that possible to map in this type of program or would I have to use a Generic Survey instead?

410

1 year ago

Britt_ChyHelper ⭐️

asked in Customer Success (CS)

Creating a Company Scorecard Measure Rule from the Person Record

I am trying to build a rule for a Scorecard measure around ‘# of admins at a Company’.Admin status is a field on the Person Record, but the Scorecard is on the Company. I am aiming to map the data in the rule where an attribute of the person record (‘admin status’ = type 1, type 2) is a count associated with the Company.In thinking through it the logic sounds like ‘Count of Person GSID meeting criteria per Company GSID = Count of Admins’ but I am struggling with how to get the data there. Right now I have the person object filtered by the Admin types I want to surface, so that only those records populate, but how can I convert them to a ‘Count of’ by Company GSID in order to create the score criteria?Any thoughts?

230

1 year ago

Hannah BaileyContributor ⭐️⭐️⭐️⭐️⭐️

asked in Customer Communities (CC)

Weekly leaderboard reporting

We are wanting to “Spot Light” some of our community members in our newsletter that we send out once a month. But we are wanting to use the weekly leaderboard. Having a hard time reporting on the weekly leaderboard. How do we pull a report on the admin side for weekly leaderboard? Is this even possible or do we have to make a task to look and manually report weekly of the leaderboard?

670

1 year ago

SurendraGainsight Employee ⭐️⭐️

posted in Product Experience (PX)

Back to Basics - PX - Query Builder

If you are ever stuck on getting some data or doing a use case analysis on PX, you might often hear your CSM coming with an answer “You can do it using Query Builder!”. How can Query Builder help you?If you need in-depth answers about usage, compare usage across different values, or something that is not readily available in UI and it is also very easy to use.Let's break the query builder piece by pieceSo the moment you click on query builder in analytics, it opens a page live below with the default 7 days of the data set. Add an event button and add audience section button.Query BuilderWe can break down the query builder in 6 sections like in the image above, and discuss them in depth.Date range - Set the date range you want the data to reflect for the data you want to look at. You can set daily, weekly, and monthly. By default you would see 7 days. Add event section is where you will utilize being tracked or pushed into from PX from a utilization perspective such as custom events,

2863

1 year ago

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