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Get More from Staircase AI | Dec 2024 Release Notes

Staircase recently joined the Gainsight ecosystem, and we’ve been busy with a number of enhancements in the last few months that make our customers lives easier, and our insights more powerful. Check out our newest updates below!  📝 Custom Report BuilderUnderstanding your customer and team data is no longer confined to out-of-the-box standard reports. Just click ‘create new report’ from the Reports section, select your columns and filter to the accounts you wish to assess - then save it, share it, and use it!  🤖 AI Tasks (Beta)We all get a lot of email - and to better manage your asks and open tasks, Staircase’s new AI tasks will detect possible action items on your communications and surface them as task reminders under the notification bell in the upper right hand corner of Staircase. Choose which tasks to keep and complete, or mark is not relevant. 🤖 Ask Me Anything AI (AMA) (beta)Introducing Staircase AI Ask Me Anything - An account-level beta feature allowing users to query anything on their mind about the account (such as: did we talk to the customer about feature xyz? What was the last issue the client surfaced? And did we resolve it?). In this first phase, the AMA feature looks to your account specific communications to answer these questions (so the answer must be contained in those conversations to accurately generate, i.e. not CRM data, etc.). Reach out to your Staircase AI CS pro today to enable this beta feature for early access. Your feedback will be welcome!  💸 Multi-Currency SupportStaircase AI now supports adjusting the default organization's currency if it is different from USD. In addition, accounts can have their own currency that may differ from the organization’s default currency (i.e. global companies with contracts in different currencies).When Staircase AI is integrated with Salesforce (SFDC), Staircase AI will automatically pull in an account’s currency as well as the exchange rate. If connected with another CRM like Gainsight, HubSpot, or Pipedrive, you’ll be able to set the exchange rates in Staircase AI Settings > Configurations > Currency. Note: All revenue aggregations support summing to the organization’s default currency based on the exchange rates.  🚀 Push Call Summaries To Gainsight Timeline AutomaticallyGood news for those of you using Gainsight at your CRM connector for Staircase AI. You can now automatically push Staircase AI call summaries to the Gainsight customer timeline to capture what happened on the call, issues discussed, action items owed, and what topics + customer sentiment came up. Now you can put that pen and paper down and be more present for your clients without worrying you will miss something important. When this feature is enabled, any recorded call will be pushed to Gainsight CS as a meeting activity type on the timeline, complete with Staircase summary and participants. To enable the feature just check the box in the Gainsight card.Note: All Staircase supported video call providers are supported with this feature (Zoom, Gong, Clari, Teams, Meet and Chorus)  Additional Enhancements: Okta: Staircase AI approved for Okta SCIM integration user provisioning! Learn more here and here Send AI Account, Churn, Meeting, and Renewal Summaries to Slack as notifications (Note: can be sent as often as daily) More robust filtering options available throughout the platform (advanced filters) Ability to bulk invite users (comma separated list) Additional customization options for custom lifecycle events to: disable them entirely, disable them for specific communication channels (i.e. exclude support), and add key terms and phrases to automatically exclude event classifications from specific threads/topics.

Related products:Staircase AI
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December Patch Release Update

Streamlined User Access Control with Lookup Attributes in Advice RulesUnlock Advanced Permission Configuration with Lookup Attributes Efficient data access management is pivotal for organizations looking to maintain precision in user permissions. Gainsight's latest patch release introduces an exciting enhancement to Advice Rules within User Management, empowering admins with greater flexibility and control. Previously, Advice Rules allowed admins to configure conditions for data access based solely on non-inherited attributes—fields without lookup capabilities. With this release, admins can now include permission attributes inherited from objects with lookup capabilities to define conditional read or write access. This update transforms how permissions are tailored, ensuring they align more closely with both user requirements and organizational policies. What’s New?The Field dropdown menu in the Get access to the records where section of Advice Rules has been expanded to display all permission attributes, including lookup fields. This enhancement allows admins to:Utilize lookup attributes, which enable permission configurations based on relationships or associated objects. Create more granular, precise rules for controlling user access to data.Example Scenarios:Grant access to activity records only for users where the GS Relationship ID is not null. Restrict data views to ensure compliance with security and operational requirements.Key DetailsFor lookup attributes, only NULL and IS NOT NULL operators are currently supported. Non-lookup fields retain the full range of operator options, offering admins flexibility in crafting rules for inherited and non-inherited fields alike.Benefits for AdminsStreamlined Configuration: Simplify complex access scenarios by leveraging inherited lookup attributes directly in Advice Rules. Policy Alignment: Ensure permissions map accurately to organizational data governance policies. Enhanced Usability: Admins save time by managing permissions through a single, comprehensive interface.For more information, please refer to the Patch Release Notes.

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New Ways to Level Up Your Community

A thriving community is more than just a collection of users—it’s a space where people connect, share, and grow together. The best communities are accessible to everyone, no matter their language, the products they use, or how they engage. That’s why we’re excited to introduce two powerful enhancements to make your community easier to navigate, more inclusive, and ready to scale.These updates are designed to help you organize content effortlessly and provide a tailored experience for every member of your global audience. Let’s explore how these new features can deepen connections and unlock the true potential of your community. Increased Hierarchy in Community CategoriesAs both your company and community grow, keeping content organized becomes essential. Over the last few months, we’ve increased the hierarchy in modules like the Knowledge Base and we are continuing that work across the entire platform. We’re excited to roll out the three-level hierarchy capability to the Community module, giving you the tools to structure community content more effectively. Using the new nested sections and categories, you can organize discussions, tips, FAQs, etc. in a way that makes the most sense for your business, making it easier for users to search, find, and subscribe to the topics that matter most.Localized Community & Knowledge Base CategoriesA perfect use case for the increased hierarchy is creating localized categories. Configure language-specific categories in both the Community and Knowledge Base modules where you can publish articles, topics, conversations, and questions to engage users in a specific language. Pair that with the localized interface and you’ve just built a dedicated space where users can easily navigate and use the community in their preferred language. Let us know how you plan on using these enhancements to level up your community. We’re here to help! Stay tuned for even more hierarchy and localization enhancements coming soon!

Related products:CC CommunityCC CustomizationCC Knowledge Base
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Maximize Your Community Impact with AI

Customer communities are more important than ever, but keeping up with every conversation can be tough, and knowing when to jump in with that crucial human touch can be even harder. Let AI sort through the mess so you can quickly get up to speed, prioritize tasks, and take action where it matters most— without missing a beat.Our new AI-powered tools—AI Recap, AI Summary, and Write with AI—are purpose-built for community managers and we’re excited to announce that they are officially here and ready to transform your daily routines. Here’s a quick look at how you can use each of these features: AI RecapStart your day with a quick summary of the latest activity in your community. AI Recap gives you a themed digest of recent unread conversations, highlighting what’s new and where your immediate attention is needed. Say goodbye to sifting through endless notifications—AI Recap lets you start each day focused and ready.AI SummaryDive deeper with AI Summary to capture the essence of any topic or thread. Hover over a topic in the Content Overview widget and click “Summarize” to view a concise, actionable overview with suggested next steps. This tool makes it easy to assess discussions quickly and prioritize actions across your community.Write with AICreate community content faster than ever! With Write with AI, you can instantly draft community conversations, articles, product updates, and even email campaigns using prompts tailored to your needs. Fine-tune the tone, goal, and length, then edit as needed. From onboarding emails to Knowledge Base articles, let AI handle the heavy lifting while you polish the final product.With so much AI innovation happening everywhere, it can be overwhelming to understand how to incorporate AI into your workflows effectively. That’s exactly why we wanted to build AI tools that seamlessly fit into your day-to-day. We can’t wait to see how you use these new features. Got feedback or creative ways you’re using AI in your community? Let us know below!

Related products:CC CommunityCC Moderation
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Turn Courses into Revenue & Let AI Handle the Captions: Explore What’s New in Gainsight CE

New quarter, new features! This time around, we’re rolling out two features tailor-made to take your learning programs to the next level: Commerce and AI-generated video captions. Let’s dive into the updates and what they mean for you (and your bottom line). Unlock New Revenue Streams with Commerce Your academy does more than just “teach” your customers about your product; it empowers them with the knowledge and support they need to maximize its value. But what if you could generate revenue for your organization and make your academy a bigger win-win for you and your customers?You can with our Commerce in Gainsight CE*: Create New Revenue Streams: Transform your training content, certifications, and workshops into premium offerings that generate real business value. Boost Engagement: Drive deeper engagement by offering exclusive learning experiences that incentivize learners to complete more courses. Provide Flexibility: Offer a variety of purchasing options that let learners choose what suits them best, whether it’s single courses or bundles. Support Business Growth: Show your leadership team how customer education can be more than just a support function—it can be a strategic contributor to your company’s success.This update isn’t just about adding dollar signs to your courses—it’s about turning your program into a sustainable, self-sufficient engine that makes your CFO smile.   *Theme v3 is required for Commerce. If you need assistance upgrading, please contact your CSM or our Support team. Let AI Handle Your Video Captions Who’s got time to manually transcribe videos? Spoiler alert: No one. With AI-powered captions, you can automatically generate captions for all your courses to make your content more accessible and engaging—no extra effort required. It’s not just about engagement and time-savings, either—you can also skip the extra cost of transcription services or third-party tools, giving you more time to focus on what really matters: your customers. To learn more about Gainsight Customer Education features and best practices, visit the Share Industry Knowledge and Discuss Product Features forums.

Related products:CE
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CS: August 24th Post-Release Update

Hello Community, We are committed to keeping you informed about Post-Release changes that may affect your planning and work. Going forward, we will share updates through two channels: Product Updates section in Community A solution we are currently working on to provide information on Known Issues with widespread impact. We will share more details regarding this as it becomes available.By centralizing post-release communications, we aim to make it easier for you to stay informed about any changes or new developments after a release. Updates shared here will cover any changes from what was originally communicated in the Release Notes, such as feature delays. These changes will also be updated in Release Notes which we will link here (as seen below).Two key updates from the August 24th release we would like to highlight are: Gainsight Assist Plugin - Add Activity Type in Chrome and Outlook Plugins      This enhancement can be disabled or reverted to the previous version by contacting the Gainsight Support team. Auto-Refresh for AI Cheat SheetThe auto-refresh feature for Cheat Sheet, originally scheduled to be available for all customers by September 12th, will now roll-out to customers in phases from September 30th through October 31st. We encourage you to regularly check the Product Updates section to ensure you're always informed about the latest product developments.Thank you for your understanding and engagement with the Gainsight Community!

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Important Connectors Upgrades Reminder

As outlined in our July and August Release Notes, we’ve recently upgraded the backend infrastructure for our Connectors. Our current vendor, which supports our integrations, will be ceasing operations. By transitioning these services in-house, we’ll be able to improve load times, boost overall efficiency, and accelerate the implementation of new enhancements.To ensure uninterrupted service, jobs must be recreated on the V2 Connector for all Connectors listed below. This step is essential in avoiding job or data sync failures after the deadline on November 30th. Zuora Intercom Pipedrive ZohoAs connectors were upgraded for our Gainsight framework, we ensured compatibility with the latest supported API versions from these applications. In some instances, changes in the updated APIs required adjustments to the fields available in the Connector. As a result, some fields were deprecated or removed. You can review the full list of fields that have been removed for each Connector here.To make the process as seamless as possible, a Customer Success Solutions Consultant (CSSC) or a Customer Success Architect (CSA) will be handling the recreation of jobs on your behalf if you have jobs built on one of the Connectors listed above. Please expect to hear from them in the coming weeks. Additionally, if you utilize any of the following Connectors below, you must take action to simply reauthorize or edit the connection by the November 30th deadline to avoid any failures from occurring. Zendesk (Reauthorize) If you intend to use the Widget in Zendesk, please unlink, re-auth, then relink. JIRA (Reauthorize) ServiceNow (Reauthorize) Google Big Query (Reauthorize)  If Custom authentication is selected, Admins need to click “Edit Connection” and “Save”. If a new Service account is selected, please recreate the Service Private key. FreshDesk (Edit and Save) Important: It is crucial that you reauthorize the upgraded connectors with Admin-level permissions in the respective systems to ensure the jobs are successful post-upgrade. For additional details, please refer to Release Notes referenced above. If you have any questions or concerns, feel free to  thread them below. We are here to support you and ensure a smooth transition.

Related products:CS Data Management & Integrations
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From Notifications to Alt Text: Community Upgrades You’ll Love

September brings a bag of mixed emotions. The end of summer is always sad, but it also means the whole world is “getting back into the groove” - and let’s admit it, that means getting back into a more structured and organized routine. That feeling is very relevant for this Gainsight Customer Communities release round-up!We’ve been busy pumping out impactful enhancements all focused on creating a great community management experience. Each of these release items will help you better structure your community, and organize and stay on top of your community content.Let’s get into the good stuff! Parent/Container Categories Renamed to SectionsTo simplify navigation, we’ve renamed Parent/Container Categories to Sections and Child/Content Categories to Categories. Sections are used to hold and structure categories. And Categories are used to hold content. This change modernizes the terminology and makes it crystal clear how your content is organized in your community.Need help structuring your Sections and Categories? Check out this article.  Create Events in Hidden GroupsYou can now create events in hidden groups, aligning the functionality with private groups. This enhancement was based on your feedback and ensures a consistent experience across all group types.Read more on how to publish events in hidden or private groups here.   Improved Events APIOur Events API has received a significant upgrade! We’ve transitioned into a dedicated Events API, which allows you to do (nearly) everything you can do from our UI, through the API. All with backward compatibility, of course, so no work is needed on your end if you’ve already got existing integrations through the API for Events. Check out our new Events API documentation here.This improvement will help you better integrate Events into your stack, reduce manual work in keeping two systems up-to-date, and allow you to better report on events in third-party platforms.We’d love to hear from you how you’re going to leverage our new Events API. Let us know in the comments! Image Alt Text in WidgetsWe’ve enhanced accessibility and SEO across your community by adding alt text in both the Banner Widget and Quick Links Widget. Now, you can add descriptive alt text in these widgets, ensuring that your content is more accessible to users who rely on screen readers and improving the visibility of your community in search engine results.  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 hope these improvements will make your day-to-day activities a little bit easier. As always, if you have any questions, comments, or suggestions, drop them below!

Related products:CC CustomizationCC Email CampaignsCC Events
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Gainsight CS July Q2 2024 Release Webinar | Q&A

Hey everyone, can you believe it’s only been days since our July CS release rolled out? I know, right? It feels like just yesterday, but here we are, already soaking up the awesomeness of those new updates—and guess what? There’s even more excitement on the horizon (get it?) with our next batch of updates coming your way on August 24th!I had a total blast yesterday hosting a webinar where we dove into some of the new features. It was fantastic to explore how both users and admins can really make the most of these enhancements. Oh, did you miss the live session? No worries—you can catch the full recording below 👇Be on the lookout for the upcoming Crank Up Technicalities webinar. It's all about diving deep into the technical details, and it's hosted by none other than our very own Gainster Customer Success Consultants and Product Managers. Keep an eye on your inbox and our Community posts for an invite to this can’t-miss event in September!We received a ton of insightful questions during the webinar. While we couldn’t tackle all of them live in the Q&A, we've compiled a list of these queries with their answers so that everyone can benefit. Make sure to check it out below! And for the detail-lovers among you, our Release Notes are pure gold. They dive even deeper, so definitely give them a look for the full scoop.Webinar Q&A Gainsight AIQ: When will AI Follow Up support Zoom?A: AI Follow Up for Zoom is currently in Closed Beta, targeted for release in Q3.Please note: Timelines may be subject to change.Q: How soon can we expect to see the Teams integration with AI Follow Up?A: AI Follow Up for Microsoft Teams is currently targeted for the second half of this fiscal year (ends February 2025).Please note: Timelines may be subject to change.Q: Will Sally be replaced with Copilot?A: Sally will be replaced with Copilot in the second half of this fiscal year (ends February 2025).Q: Any plans to have AI features work in full Sandbox environments?A: There are no plans currently. We will revisit this topic soon.Q: Is AI scorecard available for both Company & Relationship Scorecards?A: Currently, it is available only for Company.Q: Can we use AI Scorecards in Sandbox?A: Yes, the AI Scorecard feature can be enabled for Sandbox. However, data requirements specified in the AI Scorecard (formerly known as Scorecard Optimizer) must be met for successful implementation in the tenant.360 in SidebarQ: Can we customize the summary page on the sidebar 360?A: End users have access to the same widgets as in C360 and R360 and can customize the Summary section by adding or removing widgets as needed.Gainsight HomeQ: Is there a cutoff date for all to auto turn on GS Home?A: The old UI will be deprecated with the January release.CockpitQ: Can you pull linked Object fields into the Cockpit custom views with the new Cockpit Admin redesign?A: Unfortunately, this is not possible.Success PlansQ: Can Admins create custom Success Plan views similar to Admin-designed Cockpit views?A: Unfortunately, this is not possible.Q: Can you show how Success Plans and Customer Goals will work together?A: Please check out this video.Inline EditingQ: Can existing reports be updated for inline editing?A: Yes, but the Reporting Admin must configure each report individually to determine which fields should be inline editable based on their use in consumption areas.Rules TemplatesQ: In the “User Login History” object, does it indicate if a user is being impersonated by an admin?A: Yes, the Login Type field will be noted as "Login as User" in such cases.Renewal Center & CSQLQ: What about connector opportunity sync for Renewal Center and CSQL, it would use the same job, right?A: Yes, that is correct.ConnectorsQ: What's the timeline for the Teams & Outlook connectors?A: Teams is targeted for the second half of this fiscal year. Outlook is TBD.Please note: Timelines may be subject to change.Journey OrchestratorQ: Any planned updates to the JO Dynamic Program functionality this year?A: Post-Publish Program Edits are scheduled for this fiscal year, allowing admins to modify program configurations and sources even after the program has been made active, including editing query sources and altering the program flow by adding or deleting steps.

Related products:CS Other Features
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Customizations and Flexibility and AI, Oh My!

Your community should be like a Swiss Army knife—an indispensable tool known for its versatility and adaptability. It can be used to educate and train your users to successfully leverage your product, drive awareness and engagement with peers and your brand to fuel business growth, and offer unparalleled access between you and your customers to inform customer-backed decisions. However, just because a community can serve many purposes doesn't mean it has to be complicated to manage. Our latest release items are designed to streamline these multifaceted capabilities, eliminating tedious busywork and making it easier to manage your online community effectively. Here’s what’s new in Gainsight Customer Communities: [Open Beta] Community AI FeaturesWould it be a product update in 2024 without a few AI features?! We’re excited to announce that THREE community AI features are now in open beta and available for everyone to opt-in and take for a spin!Write with AICreating community content has never been easier! Use Write with AI to quickly draft community conversations, questions, knowledge content, product updates, and email copy. With just a few prompts, you can generate first drafts tailored to your goals, tone, and length preferences. Easily edit the generated content to match your style, add links, or include rich media like images and videos. Kick writer's block to the curb and keep your community content fresh and engaging! AI RecapStart each day with AI Recap to triage what needs your immediate attention and prioritize your daily tasks. Access this “ICYMI summary” of community content in the all-new Control Home. The AI Recap widget gives you a digestible summary of the most recent unread topics, categorized by theme, so you can get a quick low-down of what happened while you were away.AI SummaryCapture the essence of longer community topics and threads with AI-generated summaries. Our new AI Summary feature offers a quick and actionable overview of discussions, helping you stay informed and take immediate action. Simply hover over an unread topic or thread in the Content Overview widget in Control Home and click to generate a summary. Gainsight AI will provide a concise recap along with potential next steps. Access the full topic or thread directly from the summary to dive deeper when needed.How to EnableWe’ve added a dedicated AI page to the Settings section in Control, which will help you customize your AI features. From this page, you can enable and disable our AI features. We also encourage you to input your company title and community description to help tailor the AI output. You can include additional information like your audience, products, and community goals to help refine the results. Additional Hierarchy in Knowledge Base Transform how your community members find and access knowledge content with the expanded 3-level category structure in the Knowledge Base. Categorize, organize, and manage your content to fit your multi-product business needs. Easily restructure your Knowledge Base with drag-and-drop functionality, pin topics to the top, and reset the custom order to improve the navigation, and make content discovery easier.  To customize your Knowledge Base hierarchy, navigate to the Knowledge Base settings, adjust the category structure, and reset article order with one click. For more details, check out this article. Subscribe to EventsEnsure your customers never miss an upcoming event with the new subscribe button in Events. This enhancement boosts event visibility and drives event engagement directly within your community. By alerting subscribers of newly added events, it encourages registration and attendance, helping you maximize event participation and impact.For more information and steps about how to set up subscriptions for events, check out this article. Enhanced Mega Menu & Branding ConfigurationsWe’ve added new functionality to the mega menu widget enabling you to easily customize navigation elements to match your brand’s look and feel. Now, you can set different color attributes for a cohesive, branded look, choose navigation bar width for better visual alignment, and upload logos or custom images to the navigation menu. Additionally, we added new branding configuration options within the Theme tab. Easily upload logos and favicons, configure primary and secondary brand colors, and customize link-sharing details to ensure a consistent and visually appealing community experience. These enhancements give you greater control over your community's appearance and functionality, aligning it seamlessly with your brand identity. For more details, check out these articles: Configure Mega Menu Widget in Destination Configure Branding Elements in Destination A big thank you to all our beta testers for testing many of these new features and providing us with invaluable feedback. Interested in joining future betas? Join our Product Discovery Group for early access. Which feature are you most excited about—and what would you like to see next? Let us know in the comments.

Related products:CC CustomizationCC EventsCC Knowledge BaseCC Moderation
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Gainsight CS July Q2 2024 Release is LIVE!

We’re exited to unveil our July 2024 CS release: Human-First AI enhancements & UX improvements for an easier, more powerful Gainsight experience! So, what’s new? Enhancements to AI Follow Up for Gong.io and AI Cheat Sheet:AI Follow Up improvements include enhancements to relevancy, precision, and accuracy in summaries plus report on meeting sentiment. AI Cheat Sheet sees auto-refresh, relationship support (wooo!), and gets better insights into usage with new reporting capabilities. 360 in Sidebar:Now, there’s no need to open a new tab every time you want to view a company or relationship 360! Users can seamlessly access vital details directly within their current workspace—wherever a 360 link appears, including in Success Plans, Cockpit, and beyond. The 360 details will conveniently open in a sidebar on the same page.Major UX Enhancements (available August 24):In the wise words of DJ Khaled, ‘Another One!’ we’re delivering yet again on our commitment to simplify and enhance the user experience with a major refresh to Gainsight Home for end users, along with improvements to Cockpit and Success Plan administration for our admins.Additional Enhancements: Impersonate Users: Admins can now log in as users to streamline issue resolution and ensure accurate access controls. Out-of-the-Box Cross-Product Dashboards: New dashboards instantly showcase data from Gainsight CE and CC, helping you manage customer success activities more effectively. Customer Release Webinar | Aug 1st - Join us for an exciting review of the most impactful Customer Success features in this release!Full release notes here.

Related products:CS Other Features
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Streamline, Secure, and Engage: What’s New in Gainsight Customer Education

It’s 87°F today in NJ (or 30°C for all my celsius folks out there), but that’s not stopping our Product and Engineering teams from releasing some exciting new features designed to streamline your admin experience, enhance security, and make your videos more engaging and accessible than ever.   Here’s what’s new in Gainsight Customer Education: A More Streamlined and Secure Way for Admins to Access Their Academy I’m sure you’ve noticed over the past couple of months that we’ve migrated your academy to Gainsight Platform Single Sign On (SSO), which gives you a smoother and secure login experience. The migration to Gainsight SSO was also a critical step in integrating Gainsight CE into the greater Gainsight universe (CS, CC, and PX)—and it was also the launchpad for this release: SAML configuration (admin SSO).*  What’s SAML? I won’t get too into the nitty gritty, but from a high level, think of SAML or Security Assertion Markup Language as a digital key that lets you use one set of login credentials to access multiple applications; it’s like having a single key to unlock several different doors in your house.In the context of customer education, configuring SAML allows admins to use popular identity providers such as Okta and Google to effortlessly and securely log into their academies. Learn More About Gainsight Authentication *SAML configuration (admin SSO) is currently only available to customers whose academies have been migrated to Gainsight SSO. If you don’t see this setting available right now—don’t worry!—we’ll have you migrated in the next few weeks. Note: SAML configurations are inherited across all Gainsight products. So, for example, if you configure SAML for CE, but also use Gainsight CS, both products would inherit the same configuration. More Engaging and Accessible Videos with Self-Serve Captions Videos are key to a successful and engaging academy. Whether you use them as standalone assets or as part of a learning path, they’re proven to drive engagement, knowledge retention, and, ultimately, better learning outcomes for your customers. That’s why we’re excited to introduce self-serve caption management for videos in your media library, allowing you to easily manage, upload, and update captions in multiple languages directly within your media library—all without the need for technical support. Configuration Steps:Navigate to the Content > Media Library section Select the video for which you want to add captions Click Upload CaptionsLearn More About Self-Serve Video Captions Automate Workflows with Course Publishing Webhook Webhooks are a way for applications to communicate with each other by sending automated messages or information in real time when an event occurs. In your case, webhook allow Gainsight CE to communicate with other tools in your tech stack. For example, when a new learner is created, you could automatically send them an automated email with a relevant course.Said another way, webhooks reduce manual work on your end and increase the efficiency in managing learner communications and updates. Now, we’re adding another webhook: Course published.With the course published webhook, CE admins can automate workflows and actions when, well, a new course is published. For example, when you publish a new course: Send an email to relevant stakeholders informing them Automatically enroll users Track content updates with Google Sheets or your databaseLearn More About CE Webhooks Which feature are you most excited about—and what would you like to see next? Let us know in the comments.  To learn more about Gainsight Customer Education and best practices, head over to the Share Industry Knowledge and Discuss Product Features forums.

Related products:CE
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Community Enhancements Inspired by Your Feedback

While we're excited about the major features in the pipeline (did you see our latest product update on Control Home?! 👀), we haven't lost sight of the smaller yet impactful enhancements that can make your life—and your users' lives—a bit easier. But don’t just take it from us. These updates are a direct result of your feedback and ideas. In fact, with this release, we’re closing a total of 95 votes from our community!Let’s check out the latest improvements we've rolled out over the past few weeks. Attachments in Product UpdatesYou can now enrich your product updates by attaching relevant documents. This new capability allows you to provide comprehensive information and resources directly within your updates, making it easier for your community to access and engage with important content.  Thanks to @Chelsea Roberts for this fantastic idea! Ranks and Badge Information in Ideas and Product UpdatesWe’ve added detailed gamification information to the ideas and product updates modules. Now, you can see the ranks and badges of users, showcasing their contributions and engagement levels within the community. This enhancement aims to foster a more interactive and motivating environment.  Shout out to @copperml for suggesting this enhancement! Reorder Ideation StatusTo better align with your idea development lifecycle, you can now tailor the order of ideation statuses. This flexibility allows you to set the status sequence that best fits your workflow, ensuring a smoother and more intuitive ideation process.  Big thanks to @mstone for this idea! Edit Replies and IdeasAuthors can now edit their ideas and comments up to one hour after the original post. This feature provides a window for making necessary adjustments or clarifications, enhancing the accuracy and relevance of contributions within the community.  And with this, we close an idea with a whopping 41 votes! Customize How Time Zones Are Rendered in DestinationManaging event times across different regions can be challenging, especially for our customers with audiences in both the US and EU. We're introducing a new feature that offers more flexibility in how time zones are displayed for events in your community. Through the new Settings > Event Settings page in Control, you can now:Automatically render the time format based on the user's locale (AM/PM or 24-hour format). Select whether to display all event times in either the user's local timezone or the event's timezone. Choose whether to show the timezone information.These settings will be applied across the events overview page, events detail page, and the featured topics widget, ensuring a seamless and user-friendly experience for your community members.  Thanks a ton @bjoern_schulze for sharing this idea, and @mcooksey for sharing additional use cases to support this change. RSVP Column on the Events Overview PageTo enhance the visibility of event engagement, we’ve added an RSVP column to the events overview page. This allows you to quickly see how many users have RSVP'd for each event, providing valuable insights into event performance at a glance. Enhanced Topic Moderation InterfaceTo make topic moderation even easier, we’ve redesigned the topic moderation page with a more intuitive and modern UI.   We hope these updates improve your experience with Gainsight CC. Keep the feedback and ideas coming! Happy community managing!

Related products:CC CommunityCC EventsCC Gamification & EngagementCC IdeationCC ModerationCC Product Updates
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Enhanced Community Management with Control Home

Community managers handle a lot, from customer content to engagement and leaderboards. The new Control Home dashboard acts as your central inbox, highlighting who or what needs your immediate attention. We've made it easier to track key action items and insights, simplifying your workflows and helping you focus on what matters most. What is Control Home? This new, default landing page in the Control view of Gainsight Customer Communities will allow admins to quickly surface actions and summary metrics that matter most to them - such as pending users, reported posts, new registrations, questions asked, and more.Admins can then view data from out-of-the-box widgets, including content overviews of all community topics (filtered based on recently viewed, unread, new topics or reported content), pending actions for posts, users, groups and more, and the most popular items (topics, categories and groups) in the last week.Use Control Home to:Stay on top of your community and quickly get to pending actions and better engage with top users and content. Quickly surface summary insights and use these metrics to track overall community health and needs at a high level. Simplify workflows with quick links to full reports to instantly go deeper and better manage your community needs. New Control Home Experience How do I enable and customize the new homepage? Control Home will automatically be enabled - no action needed from you! The next time you go into Control, you will be taken to the new landing experience. This will be the landing experience for all future logins.Easily customize your dashboard to display the metrics and information that are most important to you. Simply click the ‘Customize’ button in the upper right hand corner to reorganize and/or hide cards.If you need to navigate back to the Control Home page at any time, just click the new Home icon at the top of the menu. A Special Thanks to Our Beta Testers! Thank you to the 42 beta testers that took Control Home for a spin and helped us build a really impactful feature! We appreciate all of your time, effort, feedback, and guidance!We’d love to continue learning from each of you, so if you have any feedback or comments on how we can improve Control Home, please let us know below using the ‘Feedback’ button in the top right corner of the page.Are you interested in participating in future betas? Join our Product Discovery Group and be the first to know about upcoming betas.Check out Control Home and simplify your community admin experience today!

Related products:CC Analytics & ReportingCC Moderation
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Gainsight CC Roadmap Update #30

Community is all about connecting. And the more connected your community is - to each other, resources, and even your company - the more impactful it can be. We’ve been laser-focused on building new and better ways to create these connected experiences, empowering you to take your community to the next level.New Features & Enhancements: Now in Beta: Coming Soon: Let us know what you think!We have a lot to cover in our 30th(!!!) roadmap update, so let’s jump right in.New Features & Enhancements: Time for some spring cleaning!Just like your home, every little product nook and cranny deserves some love in the spring! Shining a little sunlight on these small improvements has us feeling energized and ready to tackle the big stuff! Calendar support for both Outlook Personal and Office 365 in Events: The “Add to Calendar” button for Outlook was initially set to create the event in a personal Outlook calendar. We’ve updated the options to include Office 365 calendars. Sort event types alphabetically in Destination: If you’ve already enabled the customization mode for Events, you can see that we’re now sorting the event types alphabetically, instead of by creation date. New Discussion Forum markup for an improved SEO: We have updated the Discussion Forum with new markup to include properties such as comments, author, publication date and interaction statistics, enhancing visibility and search engine indexing.  This update optimizes metadata and integrates structured data to improve content discoverability.  Widget Enhancements: To improve functionality and create a more enjoyable user experience, we’ve made some enhancements to a few widgets. For more efficient use of space, use the list view option on the Featured Topics Widget and the Dynamic Content Widget. Customize the number of Quicklinks cards displayed in a row, ranging from two to six. Choose between vertically stacked cards or horizontally scrollable cards on mobile devices, independent from the desktop configurations. Customization Mode for EventsCustomization mode is now available on the Events page in Destination! This means that you can now use the widget library to customize your Events page and make it easier for users to discover upcoming and past events. We’ve also improved filtering capabilities to enable users to filter by event type and included the option to add events to Google, Outlook, and Apple calendars so they don’t miss a beat. *Remember to take a few moments to personalize your Events page by June 1, 2024. After this date, we will enable the new customizable Events page for all customers by default, with default branding. ​​​​​​Read all about these recent updates and more in the product update.Dynamic Content WidgetAutomatically curate and deliver more relevant content with the Dynamic Content Widget to boost community engagement without the manual effort and continuous updates. Use the customizable filters and sorting options to surface fresh and engaging content, or highlight unanswered questions that need a little extra love. Thank you to our beta testers for all of their feedback! Check out some of the key takeaways and improvements we made based on the beta in this product update. Localized InterfaceIt’s time to expand your community's global reach with seamless localization. We made a giant leap toward our vision of creating a unified and inclusive community experience with the launch of the new localized interface! Administrators and community managers can now configure the interface in up to 18 different languages, and enable community members to use the language selector to seamlessly translate the interface into their preferred language. We’ve also included the ability to edit phrases to reflect brand identities and acknowledge cultural nuances across all supported languages. Our goal is to boost user engagement by providing a localized experience that feels native to each user, regardless of their location or language. Now in Beta: Open Beta: Control HomeOne of our goals for this year is to help you stay on top of everything that’s going on in your community. For that reason, we’ve been working on an all-new homepage in Control that will help you triage the most important action items, see trending content and users at a glance, and more so that you don’t miss a beat. And guess what? You’ll also see some AI capabilities on this page soon!Take it for a spin today by heading to the “Open Betas” page in Control, and be sure to join our beta group on the community to share your feedback.Closed Beta: Gainsight AI for Community ManagersBring the power of generative AI into your community! The Gainsight AI for Community Managers closed beta is still running and we’d love for you to join and let us know what you think. We’ve added two awesome ways for you to use AI to simplify workflows and get those creative juices flowing.Kick writer’s block to the curb and ask AI to draft and publish Knowledge Base articles and Product Updates to uplevel your self-serve resources. Need help writing up a compelling email? Simply add a few simple prompts and watch as your email copy is auto-generated! It has never been easier to communicate with your audience.Interested in taking AI for community managers for a spin? Join the AI beta program waitlist!Closed Beta: Gainsight AI for Community MembersIn addition to the AI features for community managers, we’re pumped to announce that we have two powerful AI-powered capabilities in closed beta designed for your community members.Improve how your users search and find content with auto-generated tagging. Empower users to appropriately categorize new topics by leveraging AI-suggested tags. In turn, search results become more accurate by surfacing highly relevant content to the next user.Next, you can revolutionize your search experience with AI-powered search summaries, enabling your community members to quickly comprehend content and easily access the source materials.Stayed tuned for more info on how to sign up for the beta! Closed Beta: Knowledge Base Category HierarchyTo make your Knowledge Base even more impactful and easier to navigate, we’re increasing the category hierarchy. The enhanced 3-level hierarchy will allow you to better organize your knowledge content so that your community members can effortlessly find information and self-serve. Use the drag-and-drop functionality to intuitively structure your content in a way that makes sense for your business and community.Interested in joining the beta? Let us know in the comments below!Coming Soon: Dedicated Categories for Different LanguagesPerfectly pair the new localized interface with language categories to create dedicated spaces where users can engage and collaborate in their preferred language. Build and manage language specific community categories to easily provide localized experiences within the broader community.Expanded Product Area HierarchyAs your business grows and expands, so should your community. We’ll continue to add additional hierarchy levels across the platform to better support multi-product organizations. Up next: hierarchy in product areas. This enhancement will allow you to organize Product Updates and Ideas by product area, making it easier to search, find, and subscribe to areas of interest.Subscribe to EventsMake sure your users never miss an upcoming event by allowing them to subscribe to Events! This way, for each new event you publish, subscribed users will automatically receive an email update, making them aware of the new event!Notification CenterNever miss the community activity that is most important to you! We’re building out a brand new Notification Center that will keep you and your members up-to-date on your topics, replies, and mentions - directly in your community.Let us know what you think!Wow! That was a lot to cover. Thanks for reading this far! We hope that you feel connected to our roadmap and are pumped for at least a few of the items we covered. Let us know what feature you’re most excited about in the comments below.

Related products:CC Analytics & ReportingCC CommunityCC CustomizationCC EventsCC Knowledge BaseCC Notifications & SubscriptionsCC Product UpdatesCC Search
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An Easier, More Intuitive Way to Create Events

Your feedback continues to be the heartbeat of our community. Among the many insightful suggestions, the event creation process emerged as a focal point for enhancement. Your voices were heard loud and clear, and we've been hard at work bringing your ideas to life! Today, we're thrilled to unveil a revamped event creation experience, packed with enhancements that simplify the process so you can spend more time building excitement around the event and boosting registrations, and spend way less time getting things set up.Let’s take a closer look at what’s new!Refreshed Event Creation FlowWe've reimagined the event creation flow to streamline the process and enhance clarity. With a fresh look and feel, it's now simpler to navigate different sections and make crucial choices, such as RSVP types, with confidence.Here's what's new:Automatic Timezone Pre-filling: Your current timezone is now automatically populated, saving you valuable clicks. Efficient Time Selection: Selecting the start date auto-populates the start time and intelligently sets the end date and time, alleviating unnecessary manual inputDraft Saving CapabilityGone are the days of immediate publishing. Starting today, you have the flexibility to save events as drafts. This empowers you to create placeholders for future events, gradually adding details as they unfold, before final publication.Duplicating EventsRecognizing the recurring nature of many events, we've introduced the ability to duplicate existing events. Say goodbye to endless copy-and-pasting, as you effortlessly replicate event templates for similar occasions.Delete Event TypesYes, really. You can now delete Event types! Enjoy greater control and organization by removing redundant event types from your repertoire. Thanks for Your Help!Many of these improvements were sourced from your great ideas! Here are a few of the ideas we closed with this release.   ​​​​​Have ideas for other features or enhancements? Add them here!Loving the new event flow? Let us know below! Happy event planning!

Related products:CC Events
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Streamlining the Admin Workflow with Instructor-led Training (ILT) Waitlists, Search Query Reports, and Transcript APIs

Bonus: Keep scrolling to learn about Gainsight CE’s new one-click integration with Gainsight CS.  The latest update for Gainsight Customer Education (CE) is here! I’m excited to dive into four new features available now, each designed to streamline the admin workflow, enhance the learning experience, and empower you with deeper insights you can use to drive better learning and business outcomes.  Gain Control and Visibility in ILT Sessions with Waitlists We continue to enhance our instructor-led training (ILT) capabilities—this time by adding waitlists. With ILT waitlists, you gain more control and visibility into your sessions, allowing you to better manage capacity and ensure that every interested customer can attend immediately or as spaces open up.  What’s in it for you and your learners? Manage session capacities with ease, ensuring you allocate resources in the smartest way. Learners receive a more streamlined, straightforward, and efficient experience leading to higher satisfaction and engagement. Real-time updates reduce admin workload and enrich the learning experience by informing interested learners of their status, ensuring they’re well-informed and engaged. Note: ILT session waitlists are available with Default Theme v2 or higher. Check your academy's theme in "Themes and Templates" under the Design tab. Enhance Your Content Strategy with Search Query ReportsRefine your content and course strategy and improve discoverability with Search Query Reports that offer insights into what your learners are searching your academy for.*  What’s in it for you and your learners? Gain direct feedback on content effectiveness—and use it to iterate your strategy.  Identify and fill content gaps holding your learners back from realizing product value.  Enhanced discoverability makes it easier for your learners to find the courses they need to be successful with your product. *Search Query Reports are available for Premium and Enterprise customers only.  Access Learner Activity Data with Ease with Transcript APIs We recently released Admin and Learner transcripts, which provide you with a consolidated overview of completed courses and progress—all without having to navigate through different sections of Gainsight CE. Building on this, we’re introducing our new Transcript APIs, which give you instant access to the up-to-the-minute data you need to gain a complete understanding of your learners, make more informed (and timely) decisions about the learning experience, and deliver more personalized content when and where learners need it.  Unify CE and CS for Enhanced Customer Insights This seamless connection allows CE and CS customers to transfer learning data from CE to CS, empowering you to enhance customer health scores, better predict churn, and deliver a better customer experience. Plus...Personalized Learning Recommendations: Tap into insights from CS data to offer customized learning paths that address specific customer challenges or goals. Strengthen Customer Relationships: Build stronger customer relationships by providing valuable educational resources that demonstrate commitment to every customer’s success. Efficient Data Flow: Automate the transfer of data between CE and CS, reducing manual work and the potential for errors. Synchronized Teams: Enhance collaboration between CE and CS to create a more unified approach to customer engagement and retention. To learn more about Gainsight Customer Education and best practices, head over to the Share Industry Knowledge and Discuss Product Features forums. See you there! 

Related products:CE
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Expand the Reach of Your Community with the NEW Localized Interface

Your community should be as global as your business, but limited resources and the overplayed direction to “do more with less” make it challenging, if not impossible, to provide a localized experience that resonates across your diverse customer base. Traditional methods, such as segregating communities by language, have fallen short, leading to a fragmented user experience that diminishes user engagement and, consequently, the overall effectiveness of the community on a global scale.Your community members, regardless of location and language, should feel welcomed and empowered by your online community, which is why we are proud to announce the launch of the new localized interface in Gainsight Customer Communities!  A Step Towards Comprehensive LocalizationThe localized interface is a significant leap toward addressing the need for a unified and inclusive community experience. This feature allows admins and community managers to configure the community interface in up to 18 different languages. Your community members can then use the language selector to seamlessly translate the interface into their preferred language, creating a cohesive and inclusive user experience across the board.We’ve also added extensive customization options to ensure that the interface not only speaks the user's language but also reflects brand identities and acknowledges cultural nuances across all supported languages. Our goal is to enhance user engagement by providing a localized experience that feels native to each user, regardless of their location or language. What’s New?Multi-language Support: Besides your default language, you can now set up your community interface in up to 17 additional languages, catering to a broad user base.   Language Selector: Enable users to easily switch the interface to their preferred language, promoting an inclusive community environment.   Customization and Brand Alignment: Customize the interface to align with brand identities and cultural nuances, enhancing the user experience and engagement.   This is just the first, but pivotal step, in our ongoing commitment to delivering a community platform that is truly global yet locally relevant. We're breaking down language barriers and building stronger, more inclusive communities by fostering an environment where every user can navigate, engage, and connect in their preferred language.For more information on how to set up and customize the localized interface for your community, please refer to: What's Coming Up NextAs we continue to enhance our localization capabilities, we are excited to share a glimpse into what’s next.  Dedicated Categories for Different LanguagesSoon, admins and community managers will have the ability to create dedicated categories within the Community and Knowledge Base modules for the different supported languages. This advancement means that community members can navigate and discover relevant content in their preferred language.Enhanced Navigation and Content DiscoveryWith this update, community members will experience an interface that truly feels like it was made for them. Navigation and content discovery will be confined to the categories of their chosen language, streamlining their experience and ensuring that they are only presented with content that is accessible and understandable. We’d love to hear from you!We are dedicated to providing you with a truly global solution that caters to the needs of diverse communities around the world. We're excited to see how you leverage the localized interface to enhance your communities' global reach while ensuring a highly localized experience for every user. Stay tuned for more updates!As always, we’d love to hear from you! Let us know if you have any feedback or questions below.Ciao!

Related products:CC Product Updates
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NEW! Make Customer Management More Personal With Person 360

Technology-driven businesses grapple with the challenge of balancing broad data insights with personalized, human engagement. And, that problem gets magnified in Customer Success. Your book of business consists of companies, but the reach of those companies includes a highly matrixed organization with complex relationships between departments. If that doesn’t complicate things enough, day-to-day interactions happen with individual contacts who carry their own opinions and perspectives when it comes to your product. Gainsight brings customer insights in focus at all levels using Customer 360, Relationship 360, and now Person 360. While powerful individually, together they offer a multi-layered solution, allowing businesses to navigate the complexity of customer relationships with precision and a personal touch.See Your Whole Customer With Customer 360 It is said that hindsight is 20/20 and any customer success manager would love a crystal ball into what the future holds when it comes to retaining customers. With Customer 360, you get the benefit of both. Customer 360 provides an aggregate historical view of data and analytics from across the Gainsight suite of products, as well as other critical sources like CRM. In addition to the snapshot of what has happened, it also gives you a look into the future by highlighting trends and insights that help you make decisions on customer escalations, interventions and opportunities to grow wallet share via CSQLs.  This holistic perspective enables businesses to understand and anticipate customer needs, fostering stronger relationships and paving the way for more clarity on the best approaches to protect and expand revenue. Connect More Dots With Relationship 360  Relationship 360 enables teams to take customer success management beyond company-level insights. By focusing on the intricate web of relationships that exist within each customer organization, Gainsight provides an easy and efficient way to gain a comprehensive understanding of several components of a company. Whether it's between departments, across products, or through geographic regions, Relationship 360 offers a detailed view that encapsulates the full spectrum of interactions and connections within a customer's organization. This approach results in customer success teams being able to address unique needs and challenges from different parts of a customer organization. Go Deeper With Person 360 The addition of Person 360 allows you to cascade your data down to the individual level, providing a detailed view of each contact in your customer organization. By pulling in data like sentiment, survey responses, Community actions, product engagement and more, Person 360 allows customer facing teams one place to access insights into each individual's preferences and history with the company.Having quick access to the granular details for individual contacts drastically cuts down prep time for customer meetings. Additionally, this user-friendly feature also gives team members the ability to initiate actions like Timeline notes or email engagements directly from Person 360. Person 360 brings value to your collective go-to-market efforts, including: Marketing: Quickly uncover opportunities for advocacy and get insights for targeted campaigns that resonate with personas by reflecting real preferences and behaviors.  Sales: Prepare more relevant pitches, meetings and offers, easily accessing insights to understand the dynamics of various stakeholders involved in renewals or expansion opportunities.  Customer Success: Quickly identify at-risk detractors early and take targeted actions to address concerns and improve satisfaction. By unifying customer insights that tie together data relationships and go deep into individual contact data, businesses can craft a customer success strategy that is both broad in impact and personal in focus. This holistic approach can help inform new ways to drive customer engagement, satisfaction and loyalty by meeting customers exactly where they are in their lifecycle with your business. .  

Related products:CS 360 Company & Relationships
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New! Dynamic Content Widget & Other Widget Enhancements

An impactful community is reliant on two main factors: humans and content. At the heart of every community are the human connections and interactions that occur, but making that content discoverable and accessible is what takes a community to the next level. It is important to effectively curate user-generated and company content, but let’s face it, we’re not all expert web developers who can code our way through it.That’s where the widget library comes in! Widgets are the building blocks to easily create and customize your community, and just like your community is evolving and growing, so should our widget library. That is why we are thrilled to announce the release of the Dynamic Content Widget and roll out a few additional widget enhancements.Let’s dive into the good stuff! Now Available! Dynamic Content WidgetAfter a successful beta, the Dynamic Content Widget is officially ready for prime time! This powerful tool is designed to enable you to curate and showcase the most relevant content across your community without needing to manually update the widget.The Beta in Review:During the beta, we fine-tuned the widget to offer essential features for efficient content management. Now, you can filter content by topic types and sort it based on various metrics like total views, last activity, number of replies, and date of publication. These functionalities ensure your community stays organized, and users easily find the most engaging discussions.Based on valuable feedback from our users, we decided to take things up a notch. Now, you can filter content based on article, question, and conversation types, as well as refine selections by defining categories from both the knowledge base and community forums. The widget will display content exclusively from those selected categories, streamlining content curation and enhancing relevance. Additionally, the widget now supports a list view alongside the existing card view, optimizing space and flexibility. What’s New?Following the beta, we incorporated even more ways for you to tailor the widget to suit your community's dynamics.Public Tags: Choose content tagged with one or more public tags. Publication Date Filter: Display content from a designated timeframe (e.g., the last 30 days), alongside content, category, and tag filters. Unanswered Question Filter: Spotlight unanswered questions to encourage community engagement and supportWhere to find the Dynamic Content Widget:Adding the Dynamic Content Widget to your community is a breeze. Simply select it from our widget library and customize it to match your page's aesthetics and layout, whether you prefer a full-width display or a 2:1 widget layout. Widget Enhancements: Improved UXWe also made significant improvements to our existing widgets to enhance the user experience and flexibility across your community pages.Quick Links Widget:We’ve improved the Quick Links widget user experience to make it smoother and more intuitive to use. Now, configuring, visualizing, and adding Quick Links to customizable pages has never been easier, whether directing users to key community sections or external resources.Layout Options:We've introduced enhanced layout options for two of our popular widgets: Featured Topics and Dynamic Content. Both now support a list view, optimizing the use of real estate on customizable pages, providing greater flexibility in content presentation,  and boosting user engagement.We’d love to hear from you!We hope these enhancements will help you deliver timely and engaging content throughout your community, and streamline your workflows so that you can focus on the human side of your community.Have any feedback or questions? Let us know below!Happy curating!

Related products:CC CustomizationCC Embeddable Widgets
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New! Customization Mode for Events

One of our core beliefs is that anyone, regardless of their technical background, should be able to customize their community the way they want. To double down on that, we’ve made some big enhancements to the Events experience in Destination to make it easier for you to promote your events on your community, and for your customers to find and join those events. Customization ModeWe’re excited to announce that the Events page now supports customization! This means that you can add widgets to your events page using our widget library. For example, use the customizable search banner widget to search through Events, or insert a banner widget above the events list to promote a large upcoming event or do a call for speakers. New Tabs and Event Types FilterMoreover, we’ve added a couple of new navigation elements to this page. First, we added dedicated tabs for Upcoming and Past events to make it easier for customers to search through all your events without having to scroll. Your community members can also use the new Event type filter to narrow their search down based on the type of event.More Add to Calendar OptionsUp until now, users could only add an event to their Google Calendar. Starting today, your users can also add events to their Outlook and Apple calendars. Delete Event TypesYes, really. You can now delete Event types! Enjoy greater control and organization by removing redundant event types from your repertoire. Improved Event CardsTo improve the way that we show events on the Events page, we have made a couple of smaller quality-of-life improvements:Dates now include the year of the event, making it easier for your users to know how long ago an event took place We also show the user’s current timezone after the time of the event, to better clarify what time this event takes place The Event type tag is no longer overlaying the featured image but is placed next to the featured image Customize Your Events Page Today!To start customizing your Events page, head over to the Events page in Destination, click on the “Customize” button, and make any changes you want. Once you publish your customized Events page, this customized page will now be the default page for your users. Note that after publishing your customized Events page, there is no way to revert to the old experience. ImportantYou can enable and customize the Events page yourself until June 1, 2024, so you can control when it will go live for your users, and with which styling. After June 1, 2024, we will enable the new customizable Events page for all customers by default, with default branding (so no hero image, default page title, etc.). Don’t stress! We’ll send you a reminder if we see you haven’t enabled this yourself before the deadline. Thanks for Your Help!Many of these improvements were sourced from your great ideas! Here are a few of the ideas we closed with this release.  Have ideas for other features or enhancements? Add them here! What’s Next?Up next, we’ll focus on improving the Control side of Event management, by introducing a new and improved Event creation flow, allowing you to save events as drafts and duplicate events with ease.Let us know what you think in the comments below

Related products:CC CustomizationCC Events
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NEW! Through-Partner Customer Success

Are channel or ecosystem partners part of your company's go-to-market strategy? Gainsight has long promoted the idea of customer success via partners, and with Through-Partner Customer Success functionality in Gainsight CS, has now made it a whole lot easier.  So, what is Through-Partner Customer Success?Through-Partner CS allows your partners to become a key part of your CS function. Gainsight Admins can now onboard and configure partner users in Gainsight CS, easily setting permissions for which customer data and which Gainsight CS features partner users can see and access. Leveraging this functionality, partners can now make both big and small impacts on your CS function, including: Supporting localized customer success delivery Driving adoption of products and services in diverse markets Expanding breadth and depth of customer relationships Adding deeper insights and data inputs into customer health scores Learn more about Through-Partner capabilities and common business use cases here, and read on for some of the key highlights. Partner Access ControlMaintain tight data accessibility and visibility controls on a per partner basis.  Learn more about setup and configuration of Through-Partner Customer Success here.  CollaborationSecurely exchange data and insights with partners to establish a joint view of the customer. ActivationTrigger CTAs and workflows to engage and involve partners in CS touchpoints. RetentionAdd more insights to customer notes and health scores, creating robust data sets to support contract renewal and identify expansion opportunities.   Through-Partner Customer Success bridges the gap between vendors and their customers who are managed directly by, or in collaboration with, Partners. You can now expand the impact of your customer success strategy in order to drive successful outcomes for customers, and ultimately growth for your business.  Talk to your Gainsight representative to learn more about adding partner users licenses! 

Related products:CS Other Features
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New Year, New CE Features: Introducing Learner Transcripts and Learning Path Dashboards

Welcome to the year’s first round-up post for Gainsight Customer Education. The year will be jam-packed with new features, integrations, and updates designed to enhance the learning experience and help you drive better business outcomes. We have a lot in store, but for now, let's dive into what’s new today, including learner-facing transcripts, learning path dashboards, and a new navigation bar to align Customer Education with the rest of the Gainsight product suite. Keep Users Engaged with Learner Transcripts  We recently launched admin transcripts, which give you an all-in-one destination to understand how your users are engaging with your academy. (To access learner transcripts, navigate to the People Tab → People. Then, select a learner and click on the Activity Tab.)Now, we’re introducing learner transcripts to give your users their own one-stop shop to see completed items, including courses, learning paths, instructor-led training sessions, and certificates. The result? Better organization and more motivation to learn.Note: If you have a custom academy and don’t currently have learner transcripts, reach out to your CSM for assistance. Learner-Facing TranscriptsLearn More About Learner Transcripts Understand the Impact of Your Learning Paths Our analytics suite has always given you access to rich academy-related data to help you understand course popularity, track course completion rates, and more. Now, we’re giving you two new dedicated dashboards—this time to help you understand the impact of your learning paths. Here’s what’s new: Learning Path Progress: See how many people are enrolled, in progress, or have completed a learning path.  Multiple Learning Path Analysis: Analyze progress across multiple learning paths—activities, progress, and performance.​​​​​​​​​​​​​​With these insights, you can identify trends and patterns with your learning paths, make more informed decisions, and optimize the learning experience for all.  Learn More About Learning Path Dashboards Updated Navigation to Align Customer Education with the Gainsight Universe Next time you log into Gainsight Customer Education, you’ll see we moved the navigation from the top of the screen to the left-hand side. Why? To align our platform with other Gainsight products and move one step closer to a platform that gives you everything you need for your education, customer success, community, and product experience needs.  Updated NavigationLearn More About Gainsight’s Product SuiteWhat Else Is New in Gainsight Customer Education? Wait, there’s more. Here are some more updates to check out:  More ILTs Enhancements: In addition to several UI/UX improvements for admins and learners, you can now easily add and remove registrants to ILT sessions. We’ve also updated your ILT report to visually align it with the other reports you use every day.  Website Performance Improvements: We're always making incremental improvements throughout the quarter, including to academy performance. Have your learners noticed how much faster your academy is loading!? New Email Requirements: Google and Yahoo are now enforcing stricter rules for sender domains, so we’ve made some changes to our Communications engine, including a new “unsubscribe” button and configuring our default email domain. All that’s left for you—if you have a custom domain—is to set up a DMARC (Domain-based Message Authentication, Reporting, and Conformance) record.To learn more about Gainsight Customer Education features and best practices, visit the Share Industry Knowledge and Discuss Product Features forums.

Related products:CE
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New! Dynamic Content Widget Open Beta

Delivering more relevant, contextual content throughout your community just got easier with our new Dynamic Content Widget, now available in open beta. Use this widget to reduce admin workloads and boost engagement for community members by ensuring that the most relevant and interactive content is more prominently displayed across your community. What is the Dynamic Content Widget?The Dynamic Content Widget is a powerful tool for Administrators and Community Managers to deliver more recent and relevant content. You can now dynamically pull in the latest, up to the minute content including articles, conversations, questions, and ideas using a variety of filters and sorting options. Use the Dynamic Content Widget to:Show specific filtered content: Choose content based on type (questions, articles, etc.) and source (select from either knowledge base or community content). Automatically sort dynamic content: Choose how you want to sort and display content, selecting from total views, last activity, number of replies, or publication date. Continuous, automatic updates ensure that the most relevant content is always front and center. Customize your layout: Add the widget in full width or use it in a 2:1 widget layout as either a card or a list. Tailor the widget to fit the design and user experience of your community. How do I enable the widget?To activate this feature, simply navigate to the Open Betas page in the control panel. From there, you can enable the widget and find it in Destination within the widget library. Things to note:Once enabled and added to a page, the widget will remain active until it is manually removed. Opting out of the beta will remove the widget from the library but not from pages where it has already been added. Test drive the Dynamic Content Widget today, and let us know your feedback as part of our open beta. Your inputs are invaluable and will help us continue to refine and improve this feature! 

Related products:CC Customization