Discuss Gainsight Products

Quick tip: In order to view the email templates holding Survey button/questions/link in the Playbook Email type tasks make sure to consider the following points:Enabling the Play books check box in the at the Email Template level Creating the Playbook at Company level and not at Global level. The survey email template is visible only to the playbooks created at the Company level, not the Global level.   Hope you find this post helpful.Happy Gainsighting :)

Hi,We are leveraging success plans  for risk mitigation.Are there any best practices to track the historical trend (snaphoting  every week)of a success plan like risk score, status, products at risk, etc.

Hi community.I’d love to know if anyone here is using the Gainsight PX product in their GS digital hub?We’re just getting set up and the embedded widget inside PX is pulling through community content. It’s very cool.However, I can’t seem to find any analytics specific to the community content in this widget i.e. how many users click through to the community, how many users click and read community articles from inside the widget etc. Anyone able to shed some light? @Alistair FIeld  may I suggest a group here in this community of customers who are using other products in the GS suite so we can share best practice…? Just an ideaThanks

The Salesforce integration matches users to contacts / community member objects based on email address. I have a common use case for updating user profiles with new email addresses after they have switched companies. Often they have created a duplicate user profile with their new email and they reach out asking if they can update their old one, so that all their points, badges, status, etc are tied to their new email. Here’s what it looks like with the Salesforce integrationUser A Email A (original email address) Salesforce record A is matched based on email A User B Email B (new email address) Salesforce record B is matched based on email B Here’s my question: When I update the emails to switch which user they belong to, does the Salesforce integration still write to the same record, or does it re-match to the the record with the correct email? U

What are the text keys for Community statistic widget:Total topics Total comments Total usersWhen I try to edit them by using Phrases tool, not happens when I press Edit.

Hey team, The ‘default’ Insided/Gainsight menu structure (even with all the customization options in the mega-menu) is really not working for our users. It’s too many options, confusing and hard to navigate. So we’re casting a sideways glance at coding a custom navigation.Before I get my devs on it though, I thought it’d be worth it to ask if anyone has done this before? Looking for any examples you’d be willing to share and tips&tricks on how you worked this out :) Key things for me: making sure it appears on all pages, ensuring the profile button (and dropdown) is available, as well as making sure any elements we code in don’t interact negatively with the already existing code on Insided/Gainsight (native to the community). Any help would be appreciated, thank you!

Hey!When Gong recordings get uploaded in GS, how does it recognize that it’s a recurring client meeting or a Business Review?Thanks!

I’m seeing a user with negative 20 points in my user dashboard view for last month. How does that happen? Are points removed when a marked answer is removed? (the points amount matches the 20 we give for answers.)

CS Success Plans which was bundled together in the CS Other Features is now defined as a Product Area of it’s own. Easier for everyone to monitor Success Plans as a matured module of it’s own. I’ve reassigned a bunch of active Ideas to this new Product area, please let me know as a Comment on others you’d like to see reassigned.

Are we able to pull data on template usage by Playbook and see which CSM's used what templates during specific months.My team has requested the template usage data per Playbook like the Success Plan view which are available and viewable within the dashboard.My question is: Is there something similar to viewing the Playbook template data in Gainsight?

I’m currently advising my client on setting up their gamification for launch, and we are discussing the rank names at this time. Wondering if my fellow community members here would be willing to share a screenshot or example of your rank names? We are looking for inspiration as we brainstorm the various level names for this new community (which will serve an audience of B2B healthcare professionals)! Many thanks! 

The NXT Patch V6.37.5 is now live! This version of the patch release brings the following enhancements:Horizon Analytics (Reporting) Past Period Configuration in KPI Reports Enhancements in Lookup Fields

Hi there - I needed to set up a custom report type in Salesforce to use the Insided data, but now all I see when trying to reporting on Community Member Activities is “Visited Community”. No topics, posts, comments, etc. Did I set something up wrong? How do you have your reporting set up for it to work properly? On the backend in the custom report type I have Accounts → Contacts → Community Member Activities. Thank you in advanced!

If you aren’t already using it, there is an option to switch your color pallet for scorecards in Gainsight so that the colors are more visually accessible for folks.  When you update to the new scheme, your Habit and Mass edit reports adopt the new colors as well. But if you have custom reporting you need to do and want your colors to match your scorecards, here are the Hex codes you can map using Custom Colors in reports: Greens (Darkest to lightest)#5AB08E #3FCE96 #59E7AF #90E2C2Yellow (Darkest to lightest)#E0A85F #F

Welcome to our Customer Spotlight Series. We want to share all the cool stuff that our customers are doing using our fabulous features and hope by sharing their great stories we hope to bring the 🌍 community closer together and💥Spark ideas to help you advance your customer hub. In this first instalment we meet the Goosechase Community 👋 About the Goosechase CommunityWith Goosechase, exper

If you are launching a newsletter or trying to announce something important to your community users, it is not possible to send emails from the community itself. However you can easily export list of user email addresses and use a different mailer service to send emails to these users: Go to Analytics in control and run an all time users export. All community emails addresses will be given in this export. Copy/paste or import the email column to your preferred email service and send your newsletter! 💥

Has anyone created a dashboard (not necessarily automated) with month on month success metrics? What are the top metrics that are tracked? Is there a sample report with data and insights?

Greetings!In Gainsight PX, there is currently no direct integration to Aha! Road maps and Product Board. However, feedback received through KC Bot can be sent to Aha! Road maps and Product Board using Email forwarding.Here's how to make it happen:Step 1: Obtaining the unique Email AddressesSetup in Aha! Roadmaps:Navigate to the Settings menu. Go to Workspace > Ideas > Configure. Once you've selected the portal,simply copy the email address located in the "Ideas via email" field. Refer: https://share.zight.com/6quw2eA0   Setup in Product Board:Visit the

The ‘Closed (Duplicate)’ status helps, but I want to add something more explicit to ‘Idea merged into’, like‘Please continue to engage on the idea that it is merged into and not this one’.And yes I am looking for suggestions to say that more crisply too :p

Hello,Can we customize the sign up page to include additional text related to privacy policy etc?For example we would like to show additional text to the user on the page before they register.

We have a couple of products that share the same add-on module. Is it possible to create an engagement that can be used by multiple products? Currently, we’ve had to create an engagement for product A. Then, we had to clone it and apply it to product B. Managing these virtually identical engagements have been a nuisance. Any tips from anyone who have a similar scenario?

Hello,I think I found a bug in the API:The callhttps://api2-eu-west-1.insided.com/search?q=searchtermreturns me a json with search results.The call with the search word "performance" returns an html page Error 502 - Bad Gateway:https://api2-eu-west-1.insided.com/search?q=performanceI would also like to be able to search for the word "performance".  

Hi all, I want to change the text for “This member can only receive messages from members they are following.”. I tried “Forum - This member can only receive messages from members they are following.” but this did not work.Any role that has permission to edit phrases on the community is also allowed to send messages to any user, no matter their settings. So I have to add it via control. 

The 6.37 Patch Version v6.37.4  for NXT is now live! This Patch provides information about the enhancements, announcements, and fixes for known issues in Email Templates. Thanks!FYI @neelam_mukherjee  @Divya @Adrian Raposo @anirbandutta @courtney_hauser @sshroff @ljost14  @samarth @MayurGhiya 

We walked through our exciting enhancements planned across Customer Success, Education, Community, and Product Experience for the rest of 2023 and beyond. Many of your shared that your top priorities to drive revenue and retention in 2H are centered around  "fine tuning existing processes to create efficiencies" (nearly 60%) and “scaled digital success” (nearly 50%). I was glad to see this as this aligns very closely with our plans to continue simplifying the admin and CSM experience within Gainsight along with continued in our abilities to help you scale digitally.We also heard from many of you that you’re “interested in AI but unsure what use cases will make the biggest impact for [your] team/customers.” And we’re eager to dive into this topic together as we identify how AI can help us work towards a common goal of delivering value to our customers. What stood out most to you as something that will benefit your team moving forward? What are you