Hi Spencer! Hope you had a great weekend. We are rolling out a new version of our scorecards. I have gathered all of the new criteria - it’s a pretty big, complex set of changes. I’m curious if you have any suggestions or best practices to share when it comes to overhauling scorecards. Specifically we are adding new segments and measures, different for each for each product line with many exceptions. Appreciate any guidance you have here on the best approach, thanks!

Hi Spencer,

1. Looking into seeing how customizable UI Views are. Looks like we can only add certain fields on certain objects. Looking to add fields from custom objects to the UI Views
2. Looking to map a custom object into Gainsight; however, not sure if I should use the connector or rule to load the respective fields (SFDC to GS)

Hi,

I have a rule that runs every 2 hours. It’s checking the SFDC Opportunity data that was modified today and making a change to Scorecard. Is there a way to have the rule only find Opportunities that were modified since the last rule run?

Stacked Reporting

Hi Spencer,  

I am trying to set up a Success Template and I’m having trouble with the formatting.  Upon export I am seeing bullet points in my free text field and I don’t know how to get rid of them.  The font is also incorrect.  Can you help me fix my template?

I am trying to join, however it just says I am in the meeting alone

@Ricardogs18 You’re an hour early We start at 1 p.m. PT/3 p.m. CT

Guess I am being over zealous! I am an idiot!

Need help with rule results

Thanks!

looking to create a report tracking NPS scores over time.  thank you.

Hi Spencer

Following up on what we discussed - Closed-the-loop process:

1. When a customer responds to our NPS Survey a detractor/passive CTA is created.

2. CSMs then follow up with the customer to collect qualitative feedback

   • Once the customer meeting concludes, the CSM then goes to Survey 2.0 > Finds the NPS survey > Clicks on Analyze > Click on the edit (pencil) icon > and fills out the internal questions

What I am trying to solve for is two things:

1. In order for the CSM to fill out internal questions, they must have Admin permissions to the survey, which I think is overkill. I have given them Design, Distribute, and Analyze permissions but the end-user still runs into insufficient privileges after clicking on the edit (pencil) icon.

   • How can I give users permission to edit the survey to fill out the internal question without giving them admin permissions? Is there a workaround?

2. I believe when the end-users are editing the survey to fill out the internal questions, they also have the ability to edit the customer response.

   • How can I lock down customer response to not be editable, but still allow the end-user to edit the internal questions?

Hi all!
Who on this thread was the one that created the Onboarding Object in Gainsight?  I am curious to learn more about what you did and the solve?  We also have an Onboarding team and would love to see what you did.

@AgassiTran I’m tagging our Survey PM @vikram here to see if he has any thoughts on the above. Thanks!