Important: Bionic/Horizon Rules Update

Recently released, Horizon Rules Engine provides an intuitive experience for defining, managing, and executing Rules. This further enables data-driven decision making throughout your entire organization.Now that it’s available, we’d like to provide you with an update regarding next steps. NEED TO KNOWGainsight Admins will no longer be able to create Bionic Rules after the October release.  EU & US2 Release Date: October 21, 2023 US1 Release Date: October 28th, 2023Please note that until full deprecation of Bionic rules in 2024:Existing Bionic rules will continue to function and  Bionic Rules will still be able to be edited . For existing Bionic Rules, there are two options for converting these rules to Horizon: Self-Migration - With our April release, we also enabled a Rules Migration feature. This feature allows admins the ability to: Test Horizon Rules Self-migrate existing Bionic Rules to Horizon Rules View overall migration details in the Migration Logs We highly recommend you begin using Horizon Rules for all new rule builds, and use the Rules Migration feature to self-migrate Bionic to Horizon Rules prior to February 2024. For instructions on how to do so, please read Migrate Bionic Rules to Horizon Rules.Auto-Migration - Gainsight will begin auto-migration of remaining Bionic to Horizon rules in phases beginning in February 2024. More details to come leading up to the February 2024 date.  Please note Bionic Rules will no longer exist after the auto-migration. Gainsight is committed to continuously improving our product to meet your evolving needs and, as such, we will continue to implement enhancements based on the feedback received and communicate these enhancements via our Release Notes. In the meantime, if you’d like more information regarding Horizon Rules, please check out the following resources:Horizon Rules Engine Overview Change Management Article FAQQUESTIONSIf you have any configuration related questions, we encourage you to attend one of our weekly Admin Office Hours sessions or contact support@gainsight.com for any issues. Thank you! 

Related products:CS Rules & Permissions
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Better insights through Segments

Communities have thousands, sometimes even millions of members, and they want (even expect) tailored customer experiences that are built specifically for them. In order to better understand how your user base is distributed in terms of adoption, engagement, and demographics, as well as the ability to take action on them, we’re launching our new Segments feature!Segments allow you to dynamically group community members based on set criteria, easily see how segments relate to each other and allow you to take action on each segment using our upcoming Email Campaigns feature.  What is a segment?A segment is a group of users, who all match a set of filters. Segments update automatically as soon as customers match or stop matching, the filters you’ve defined. For example, you might want to create a group of users who have ‘customer success’ in their job title, and who have all signed up less than 7 days ago. Instead of manually pulling this list or adding the filters each time you want to engage this group, you can simply select the segment and know it is up-to-date!Getting startedTo make sure you hit the ground running, we’ve already set up 5 adoption flywheel segments for you. You can easily change the filters for these flywheel segments to make them more specific to your community.Here’s some other great examples for segments:Demographics segmentsEmployees (all users with a Logo Ipsum email address)Email contains @logoipsum.com   Customer Success users (all users that selected Customer Success in the Department field)Department equals Customer Success AND Primary role is Registered user Product people (all users with ‘product’ in their job title field)Job title contains product AND Primary role is Registered user  Non-US customers (all users where Country is not US)Country is not US AND Primary role is Registered userEngagement segmentsUsers that are not a member of a groupGroups is empty AND Primary role is Registered user Users without a badgeBadge is empty AND Primary role is Registered user Active in the last 30 daysLast activity is Less than 30 days AND Primary role is Registered userOrganizational segmentsUsers without a custom roleCustom role is empty AND Primary role is Registered user Users pending approvalPrimary role is Pending approvalReady to create your first segment? Follow these steps! Send email campaigns to segmentsReady to engage a specific segment? With our upcoming Email Campaigns feature, currently in open beta, it is easy to engage your audience and boost community participation with tailored and timely emails. Send one-off or automated emails to your selected segment to easily scale digital onboarding or customer re-engagement programs, to name a few examples, leveraging the rich content that already exists on your community.To take Email Campaigns for a spin, head to the Experimental Features section and toggle it on! Coming soon: Enriched user profiles for Gainsight CS customersOn top of the user properties that are native to the Digital Hub, we are also enriching the profile fields with customer data from CS. This means that if you are also using Gainsight CS, you can auto-populate fields like Company, Health score, CSM, Lifecycle stage, and more. These allow you to get much better insights into your user base, take more appropriate actions knowing that a customer might be at risk, as well as create segments like Onboarding customers, Jake’s (CSM) customers, and Customers at risk. Stay tuned for more updates on this! We’re just scratching the surface on how to use Segments throughout Digital Hub. Have any ideas on how you’d like to leverage Segments? Drop them below! ⬇️

Related products:CC Email Campaigns
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Roadmap Update 28

Table of Contents:Released Recently: New Feature: Custom Pages New Gainsight CS Connection: Community Metrics New Feature: Reported Content New Feature: Trash Can Overview New Integration: Intercom Enhanced Integration: Zapier Enhanced Integration: Thought Industries Enhanced Integration: Salesforce Open Beta: Segments & Email Campaigns Coming Soon: Expanded category hierarchy to support multiple products Multi-language support Updates to event creation and management Improved destination experience for events Product switcher and SSO in control Buckle in folks, we have a lot to cover! Let’s start with an exciting announcement! inSided is now Gainsight Digital Hub! 🚀 🎉 🙌 🤩 Can you tell we’re pumped about this?!We’ve collected a ton of feedback from you and conducted extensive market research, and uncovered a key challenge that we believe Gainsight is perfectly positioned to address. Today’s digital customer experiences are disjointed and confusing. Users lack a single, predictable location to turn to for the self-serve resources and influential community content they need to deeply engage and adopt your product. Gainsight Digital Hub brings your self-serve resources and product best practices together in a centralized destination to create powerful, personalized customer experiences that drive adoption, retention, and engagement. We have big plans for how we will grow and expand this new product line (we’ll dive into the big roadmap items below!)What does this change mean for you?First, we want to reassure you that the product, functionality, pricing, and packaging are not changing. The only thing changing at this time is the name. The community solutions that you know and love are here to stay. We will simply be expanding the solution to be a true hub for your customers.For those with a very keen eye, you may notice slight brand adjustments in the navigation, color choices, and of course, a brand new logo in control. If you have any questions, you can still turn to the inSpired Community! We’re still hanging out here, so you should too!Now onto the roadmap! Our team was busy this past quarter releasing some really awesome features, integrations, and enhancements. Let’s take a look! Released Recently:New Feature: Custom PagesTo provide you with even more flexibility and robust customization options, we released Custom Pages! Custom Pages allow you to build out your digital hub experience to fit your business needs with standalone, customizable pages that can be linked to/from anywhere using a unique URL. You can leverage this functionality to create pages tailored to specific personas, product areas, event promotions, onboarding guides, and more.New Gainsight CS Connection: Community MetricsLeveraging a seamless connector between Gainsight CS and Digital Hub, you’ll be able to surface valuable community metrics directly into the Gainsight C360 dashboard. This data can be used to influence health scores, identify at-risk accounts, gauge product sentiment, and collect real-time feedback from end users.New Feature: Reported ContentThe new Reported Content feature allows end-users to report content. Reported content is surfaced in a new moderation overview page called “Reported” in control. Community managers now have access to enhanced moderation capabilities with a more robust moderation flow of the reported content submitted by community users.New Feature: Trash Can OverviewThe new Trash Can Overview page enables you to better moderate your content to keep your community clean and relevant. On top of Articles, Questions, and Conversations, moderators can now restore or permanently delete topics and replies on Ideas and Product Updates. The new overview page also includes the ability to permanently delete and restore content in bulk, and empty the entire trash can in one click! New Integration: IntercomThe new native Intercom integration allows users to seamlessly search for Intercom Help Center content directly in your digital hub using Federated Search. With the new Create an Intercom Conversation button, you can quickly escalate community posts to Intercom Conversations for quicker support. Enhanced Integration: ZapierOur Zapier integration enables you to securely trigger workflows based on community activities and connect other apps to trigger behaviors on Digital Hub. With this enhancement, you no longer need to store API credentials in Zapier in order to use the API, making it immensely safer and more secure. The enhancements also provide extended functionality because you are not limited by the inbuilt Zapier events. Enhanced Integration: Thought IndustriesOur new Federated Search integration for Thought Industries allows your community members to simultaneously search through your community content and your Thought Industries courses, providing a single place to access all of your educational and support information. Enhanced Integration: SalesforceWe’ve updated the Federated Search capabilities with Salesforce. You can now pull in the knowledge content that you publish on your custom domain using Salesforce cloud experiences. This also allows you to aggregate content that is gated behind a login wall in your customer hub, for example, the content that you enabled only for specific groups of users on your SFDC customer or partner channels. Open Beta: Segments & Email CampaignsSegments & Email Campaigns empower you to boost engagement and drive community participation with an easy-to-use email solution. Using Segments, you can create a dynamic list of members based on criteria such as user role, last activity, registration date, etc. Send targeted one-off or automated Emails Campaigns to this list of members based on their user behavior to engage them and guide them to the community. Easily scale digital onboarding or customer re-engagement programs leveraging the rich content that already exists on your community.Now let’s dive into what we are working on next! Coming Soon:Expanded category hierarchy to support multiple productsAs your business and products continue to grow, there is a need for a more flexible content structure that can support multiple products in a single, centralized destination. We are expanding our categorization hierarchy to enable you to organize categories in a way that makes sense for your business.  Multi-language supportYour community is as global as your product, and users want to be able to consume content in their own language. But translating and managing multiple languages is A LOT of work. We’re exploring ways to help the small, but mighty communities address this problem in a big way. You can look forward to features like a language picker in Destination and the ability to edit phrases in different languages.Updates to event creation and managementAs events take an increasingly more significant role in your community and CS strategy so grows the need to offer a more robust and scalable Events solution. That’s why we’ll make event creation and management much smoother and more efficient, by allowing you to save events as a draft, schedule them in the future, preview events, and duplicate events.Improved destination experience for eventsWe’ll be bringing customization mode to Events so that you can customize this page with additional widgets, callouts, banners, etc. We’ll also bring the Events overview more in line with the Product Updates overview by adding filtering options and pagination. Product switcher and SSO in controlFor customers that leverage the Gainsight platform, we are building a product switcher to enable users to easily switch between Gainsight CS, Gainsight PX, and Gainsight Digital Hub control interface. Using a new drop-down widget and Single Sign-On (SSO) for automatic authentication, a user can quickly jump between products without needing to log in again. Better together!What do you think?We are always open to feedback. Let us know what you think in the comments! 

Related products:CC Email Campaigns

📢 Gainsight PX May 2023 Release is Live!

The PX May Release is now Live in US and EU Orgs!  We have delivered new features and enhancements to help you get started faster and simplify your PX user experience. Check out our release notes for more information. RELEASE HIGHLIGHTSImproved Engagement Management with Draft Mode: Using the new Draft Mode, you can now make edits to active engagements without pausing or affecting the live version. Simply turn on Draft Mode, make your edits, and publish your changes. View Audience Targeting Estimates for Engagements: Optimizing your targeting strategy just got easier. With the new Preview option, you can estimate the potential target audience before launching an in-app engagement - even with complex audience rules.  Enhanced Performance Analysis with Query Builder: With the new Group By options and the ability to analyze all qualifying custom events, you can now conduct in-depth performance analysis of Features, Engagements, and Custom Events using Query Builder. Streamlined Search with New Filters in Product Mapper: New Filters in the Product Feature Tree offer a quick and efficient way of searching for features and modules using multiple criteria. Analyze Desktop Data with New Widgets: Use two new Desktop dashboard widgets to gain insights into desktop application versions and operating system environments.  ++------------------------------------------------------------------------++RELEASE NOTES++------------------------------------------------------------------------++ FYI  @karl_rumelhart @dstokowski  @minh_phan @MatthewWasley @robert_lakin @Tori Jeffcoat @harshibanka @Umakanth @dileepnalla @kathleenkenny23 @link_black  @skalle @Chandu @aharkut  @anirbandutta @neelam_mukherjee @ecohen @gmichlin Follow this post and/or subscribe to this category to automatically receive updates when new content/document/communication is posted.

Related products:PX Product Mapper

Gainsight's April/May 2023 - Q1 Release is LIVE [NXT & SFDC]

Gainsight is excited to announce the addition of a few much-anticipated features and enhancements that will improve Admin and User experience. NXT UpdatesThe v6.36 release is live in NXT orgs in the EU as of April 29, and for US customers on May 06. Check out the release notes. Some highlights from the NXT release includeHorizon Rules Engine: Experience the redesigned Horizon Rules Engine with an intuitive and appealing UI. The new and improved Rules Engine will allow admins to build and understand rules easily with an improved data preparation experience, visual action setup and more. Learn more. Product Requests and Aha! Integration: Gainsight’s Product Requests feature and Aha! applications are now integrated bi-directionally. Information will flow seamlessly between Gainsight and Aha! application with this integration making it easier for Product Managers, who use the Aha! application, to collaborate with Customer Success Managers and prioritize customer enhancement requests. Learn more.IMPORTANT: This feature will be available on or before May 12, 2023. CS-inSided Integration: The Gainsight platform will enable customers to integrate Gainsight CS with inSided to exchange information bi-directionally.  This will allow Product Owners to gather information about their products directly from their community driving customer success. Consumers of C360 will be able to access important data points, insights, and analytics from Community as standard widgets or as inputs to existing metrics. Unification for Scalable Person Merge: This new feature (open BETA) will make it easy to identify the same Company and Person records. The records that are being used across multiple data sources can be unified into a single record. This will help resolve issues such as data duplication and insufficient data that result in incorrect data analysis leading to inaccurate reports. Note: The name of the feature can change. Learn more. Gainsight-to-Hubspot Data Sync via Rules: Data synchronization between Hubspot and Gainsight CS will be possible via Rules Engine. This will help both Sales and Customer Service teams have access to the same data. HubSpot CRM admins can continue to ingest data from objects like Company, Contact, Deals, and Engagements after activating HubSpot connector. This can be done with the help of jobs. Using Gainsight's Load to HubSpot action, admins can also return data back into HubSpot objects. Learn more. Connect Multiple PX Subscriptions to a CS Instance: Customers may use several PX subscriptions for different products they offer. They can manage and track product usage insights for all their PX subscriptions from a single CS subscription. This helps to streamline the process of product metric tracking of multiple products. Learn more.___________________________________________________________SDFC UpdatesIMPORTANT NOTIFICATION! All SFDC Edition customers can now access the enhancements included in this release. Despite the non-deployment of version 6.36, all changes are applicable in version 6.35.1. Please note that version 6.35.1 has already been pushed to all customers who opted in for the auto-upgrade.Check out the release notes. Some highlights from the SFDC release include:Account Based Forecasting Reports for Executives: The Executive Dashboard for Net Retention will be available for Executive CSMs. The dashboard will display all account-based forecasting metrics in the form of charts and graphs. Visualizing risks and opportunities will help executives make informed business decisions in a minimum amount of time. Learn more. IMPORTANT:  Only available to tenants who have purchased Renewal Center as an add-on. Customers' Email Replies No Longer Threaded Together: CSMs sending bulk emails from Email Assist or Journey Orchestrator will receive email replies from each recipient as a separate thread. This will help the CSMs to keep track of the email replies received from different customers.  Follow this post and/or subscribe to this category to automatically receive updates when new content/document/communication is posted.*** FYI @andutta  @minh_phan @neelam_mukherjee  Training & Certification

Related products:CS Rules & Permissions
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A brand new Trash Can Overview ✨

We are happy to announce the release of the new Trash Can Overview 🥳  Keeping a community clean and relevant is essential for moderators. Wouldn’t be nice to also have a consistent UX/UI across all moderation overviews? We believe so!  What’s new?The major enhancement of this new Trash Can Overview is that it now displays ideas, product updates, as well as replies on ideas and product updates. Therefore, moderators can now restore or permanently delete topics and replies on ideas and product updates. They can do so from the Trash Can Overview itself or from the Topic moderation page (see below)Another great improvement is in the UI/UX consistency across other moderation overviews. Moderators can now bulk delete permanently and bulk restore their content which will help them keeping their community clean and relevant. Bulk delete content permanently Bulk restore content Lastly, reworking on the trash can overview allowed us to set the base for future capabilities enhancement. Spoiler alert:  moderators will soon be able to empty their trash can in one click 🪄 We hope this new version of the Trash Can overview empowers community members to more easily trash their content, and moderate all their content, including Ideas and Product Updates.  For more details on how to trash content, please read our short guide in this article. ⭐️ As always, we would love to hear your thoughts and feedback in the comments! ⭐️  

Related products:CC Moderation
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The New 'Report Content' Feature

We are happy to bring you a new feature that allows end-users to report content and includes a new moderation overview in Control with a more robust moderation flow of the reported content submitted by community users.  One of the main focus points for a community team is to ensure that the information shared on the Customer Hub is relevant and accurate and that all user interactions are appropriate. In that context, we want to empower community members to help as an extra pair of eyes and make significant improvements to the community content.The Reported Content Feature allows community members to notify and escalate content to moderators for review. This content could include posts that were not caught by the spam checker or are considered an inappropriate or unprofessional interaction, or the content needs updating or is inaccurate.  The New Reported Content Feature - Key HighlightsIn comparison to the old “flagging feature” you might be familiar with, the new Report Content Feature allows users to report Ideas, replies on Ideas, and Product Updates to moderators.  Furthermore, moderators can see the report reasons submitted by community users when viewing the topic moderation page in Control.  Reported Content Overview Page Another great improvement for moderators is the ability to send a private message to the user(s) who reported a post when they resolve the report directly from the topic page. The message is pre-filled and can be edited by the moderator as they see fit or sent as is.  Resolving content from the topic moderation page Lastly, moderators can now bulk-resolve reported content from the overview when they assess multiple topics that do not need individual moderation. There is also a corresponding public API endpoint to enable additional workflows, but please note that the API call does not send out private messages to reporters.  Bulk- resolve reported content We hope this new version of the flagging feature empowers community members to more easily escalate content for moderators to review and simplifies the moderators’ workflow of handling reported content, as well as streamlines the communication between the two, making your communities a safe and professional space for everyone to enjoy, share and consume information from! Good to know:A private message is automatically sent to the reporter when the moderator ‘resolves’ the reported content. This private message cannot be skipped but can be edited.  For questions, conversations, and articles, the topic moderation page needs to be manually refreshed to not show ‘Reported’ anymore once moderators have resolved content - we’re working on a new page that will not have his issue 💪 If a moderator trashes reported content without resolving it first, the content will still appear in the Reported Content Overview Page. Moderators should resolve the content first and then trash it.  Please note that the Reported Content Overview Page is replacing the deprecated Flagged Overview Page. All reports made by end-users will thus go to the Reported Content Overview Page, and will no longer appear on the Flagged Overview Page.  For more details on how this new feature works, please read our short guide in this article. ⭐️ As always, we would love to hear your thoughts and feedback in the comments! ⭐️

Related products:CC Moderation
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Introducing Custom Pages: Add unique, customizable pages to the customer hub

We're excited to launch Custom Pages, allowing you to expand the customer hub beyond the existing modules. Custom pages are standalone, blank, and fully customizable pages that can be linked to from anywhere using a unique URL. The need for greater flexibilityDo you use multiple platforms to ensure your users get the most out of your product? Then you understand how difficult it can be for your users to access information scattered across multiple resources. We provide modules such as Q&A, knowledge base, events, groups, ideation, and product updates to ensure that your customers can find most of the information they require in a single location. At the same time, we recognize the need to incorporate additional information that does not fit in the existing modules but is still very relevant to your customers.Read this article to learn how to get started with Custom Pages. How our customers are using Custom PagesCustom pages are designed to be used for various purposes, such as persona-specific pages, product-specific landing pages, event promotion, an onboarding guide, and more.  inSpired Persona Specific PagesCustom pages can be used to create dedicated pages for personas targeted by your product. You can personalise the hub experience by directing your personas to these pages, where users can easily and quickly find all persona-specific related information, reducing time to value for your customers.We created two persona pages highlighting the value proposition and relevant content for each persona: Product Managers and Community Managers. Product Manager Community Manager Ticket deflection  Here are a few inspiring examples of custom pages created by our customers:VisioneersTV by GongGong conducted a series of interviews with their customers to learn more about how they use Gong. A custom page is used to showcase and share these interviews on the customer hub. Product Roadmap by CircleBlackCircleBlack, an enterprise software platform for financial advisors, has created a custom page to communicate their product roadmap so that their customers can stay up to date on what has been released, what is on the way, and what is in the backlog.  We’d love to hear from you!Do you have any questions or comments about the custom pages? Add them below! We’re always open to new ideas. How do you plan on using Custom Pages? What would make Custom Pages even more powerful? Care to share a link to a Custom Page for inspiration? 

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Integrations Galore!

 The true magic of inSided stems from our powerful integrations. Leveraging these key connections, you can create a customer hub that centralizes all of your customer resources in one place, making it easy for your users to find everything they need.  This is why we are excited to announce that we’ve built multiple new integrations and made some essential enhancements that will enable you to take your customer hub to the next level. What’s New? Intercom IntegrationThe new native Intercom integration has two main capabilities. Using Federated Search, your customers can seamlessly search for Intercom Help Center content right from your inSided hub. Using the new Create an Intercom Conversation button, you can quickly escalate inSided community posts to Intercom conversations. This will help your customers receive quicker one-on-one help, streamline your support workflows, and improve cross-functional collaboration between your customer-facing teams. For more information on enabling these integrations, check out these articles: Intercom: Federated Search Intercom: Create an Intercom Conversation  Thought Industries Federated SearchOur new Federated Search integration for Thought Industries allows your community members to simultaneously search through your community content and your Thought Industries courses, providing a single place to access all of your educational and support information. To set up Federated Search for Thought Industries, follow these steps.  Salesforce Federated Search EnhancementsWe’ve updated the Federated Search capabilities with Salesforce. You can now pull in the knowledge content that you publish on your custom domain using Salesforce cloud experiences. This also allows you to aggregate content that is gated behind a login wall in your customer hub, for example, the content that you enabled only for specific groups of users on your SFDC customer or partner channels. For details on how to use new setup options, follow the steps in this article.  Zapier Integration EnhancementsOur Zapier integration enables you to securely trigger workflows based on community activities and connect other apps to trigger behaviors on inSided. With this enhancement, you no longer longer need to store API credentials in Zapier in order to use the API, making it immensely safer and more secure.  The enhancements also provide extended functionality because you are not limited by the inbuilt Zapier events. For example, you can push poll results into your analytics platform or you can automatically sync and update user profile information with your entire software ecosystem. The possibilities are endless! Need some inspiration? Check out a few of our templates and use case examples. Follow this article for help setting up the Zapier integration. We’d love to hear from you!Do you have any questions or comments about our integrations? Are you thinking of really neat ways to use this new Zapier integration? We’d love to hear all about it! Add a comment below.

Related products:CC API & Integrations
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Roadmap Update 27

Table of Contents:Taking the lead from House of Pain, feel free to jump around!Recently Released Customization Moderation & User Management Engagement Tools Integrations Hi everyone!Welcome to the first roadmap update of the new fiscal year! We’re taking a moment to celebrate everything we achieved last year, reset goals, and brainstorm ways to improve. One constant bright spot through all of these discussions is YOU - our amazing customers! Thank you for your collaboration, ideas, feedback, and support! We hope that our roadmap continues to be a reflection of everything you need to run engaging and growing communities.Before we dive into the roadmap, let’s take a look at some of the features and enhancements we released since our last update. Recently Released ​​​​​​New Feature: Community Overview PageThe brand new Community Overview page makes your community easier to navigate and engage with while freeing up your homepage to be a true hub for your customers. Enabling the Community Overview Page allows you to have both a homepage that acts as a launch pad for your users, as well as a captivating Community Overview page to easily browse community content.New Feature: The Hub HomepageTurn your community into a customer hub using the Homepage! The Homepage centralizes your customer resources and provides a single success destination for your users to improve the customer experience and increase engagement. New Dashboard: Q&A DashboardGain a clear picture of community/Q&A engagement with the new Q&A Dashboard, formally known as the Success Dashboard. This new dashboard focuses solely on the Community/Q&A module, ensuring that the most relevant Q&A metrics are surfaced in the same dashboard. With this dashboard, you can see the number of questions asked and answered and high-level metrics including average response time. We’ve already made a few enhancements since the launch of the new dashboard - for detailed information, check out this Product Update.​​​​​​New Integration: Gainsight PX Knowledge Center Bot ConnectioninSided and Gainsight PX customers can now make content more accessible and seamless by adding searchable articles, such as FAQs and best practices, directly into your in-app knowledge center bot. Maximize the impact of your community by augmenting existing in-app content with community articles to create more powerful user experiences, instantly connect your users to each other, and provide a space for them to respond and ask deeper questions about your product.Enhancement: Thought Industries Content FilteringWe added new capabilities to our integration with Thought Industries that enables moderators and administrators to filter the content that is pulled into your inSided community. Using the new custom query, you can now filter content from directly within your community, which provides additional control and flexibility.Now let’s dive into what we are working on next! Customization Custom PagesStatus: Closed BetaFlexibility and customization are key to building successful customer communities that support your company. Every community will look different, feel different, and have different requirements which is why we’re building Custom Pages. Custom Pages will allow you to create the dedicated landing experiences you need for your business. For example, persona-specific landing pages or promotional pages for large events.Dynamic Content WidgetStatus: Closed BetaThe dynamic content widget allows community managers to dynamically display relevant content throughout their community. Easily promote your newest content piece or surface hot topics and discussions using content filters and sorting options. Leverage the widget to bring your content to life and boost engagement and interaction across your customer hub. Custom Drop-Down MenusStatus: CandidateThe custom drop-down menu feature allows community managers to change the configuration of the drop-down menu (mega-menu) as per their own requirements. This will serve as an extension to custom pages, giving customers the ability to add custom pages in the header or drop-down.Moderation & User Management Create and save user segmentsStatus: Open BetaThe Segments feature allows you to apply filters on the User overview to identify groups of interest and save them as a segment. The Segments feature helps you to get better insights into how your community population is distributed among your segments (eg. power users), as well as show areas for improvement (eg. users that haven’t joined groups). Soon you’ll also be able to use segments as a way to automate email campaigns and create personalized journeys. To opt into the open beta, go to Control → Settings → Experimental Features.Engagement Tools One-off and Automated Email CampaignsStatus: Closed BetaWe’re currently working hard on our new Email Campaigns feature to both expand its use cases (to allow for automated targeted emails), as well as move it into an open beta phase for broader access. This feature will give you the tools to better engage with your community members (eg. send community digests, promote events, etc.) as well as set up onboarding flows and reactivation campaigns.Use segments in email campaignsStatus: Technical DesignApart from the filters we currently offer to build an audience in Email Campaigns (role, last activity, registration date), we’ll also allow you to address the segments you’ve created in the Segments page as a way to set up automated email campaigns. For instance, you can automatically reach out to your new users that haven’t joined a group within 30 days of joining, to try to increase group adoption.Updates to Event creation and managementStatus: DevelopmentAs events take an increasingly larger role in your community and CS strategy, so grows the need to offer a more robust and scalable Events solution. That’s why we’ll be making event creation and management a lot smoother and more efficient, by allowing you to save events as a draft, schedule them in the future, preview events, and duplicate events.Improved Destination experience for EventsStatus: Technical DesignWe’ll be bringing customization mode to Events, so you can customize this page with additional widgets, callouts, banners, etc. We’ll also bring the Events overview more in line with the Product Updates overview by adding filtering options and pagination. Integrations Gainsight CS + inSided ConnectorStatus: DevelopmentLeveraging a seamless connector between Gainsight CS and inSided, you’ll be able to surface valuable community metrics directly into the Gainsight C360 dashboard. This data can be used to influence health scores, identify at-risk accounts, gauge product sentiment, and collect real-time feedback from end users.Integrations with Intercom Status: DevelopmentOur new integration with Intercom is coming very soon! There are two main components to this integration.  Federated Search: With federated search, your customers can seamlessly search for Intercom Help Center content right from your inSided hub. Create conversation in Intercom: Easily escalate inSided community posts to Intercom conversations to help customers receive quicker one-on-one help. Connect inSided and Intercom to streamline your support workflows and improve cross-functional collaboration between your customer-facing teams. Updated Federated Search Integration with SalesforceStatus: DevelopmentWe are updating our federated search capabilities with Salesforce to pull in knowledge base articles from custom domains. This will enable you to maintain their knowledge base article structure and display through Salesforce, and still allow users to find this content directly in your community. What do you think?We are always open to feedback. Let us know what you think in the comments! 

Related products:CC API & Integrations

Gainsight's January/February 2023 - Q4 Release is LIVE [NXT & SFDC]

Gainsight is excited to announce the addition of a few much-anticipated features and enhancements that will improve Admin and User experience.  NXTThe v6.35 release is live in NXT orgs in the EU as of January 28, and for US customers on February 07. Check out the release notes. Some highlights from the NXT release include:📨 Log Journey Orchestrator Emails as Timeline Activities: CSMs can view all automated emails sent to their customers as Activities in Timeline. These automated emails help CSMs to drive discussions, use as reference and elicit responses from their customers during meetings. Learn more.IMPORTANT: For the emails to be logged as Activities, admins need to select the Log To Timeline checkbox while creating the Journey Orchestrator  program.🗃 Out Of The Box Account Based Forecasting: The new out-of-the box account based forecasting brings Company View to the Renewal Center Forecast. Using this view, the CSMs can now forecast at the account level without owning opportunities. Learn more.IMPORTANT: Admins must toggle on the Show Company View button from the Renewal Center configuration to activate account based forecasting for CSMs.↔ SFDC Bi-Directional Real-Time Sync: Admins can now sync data in real-time from Salesforce to Gainsight for the Account, Contact and Case objects. A maximum of three real-time sync jobs is supported (one job each for the Account, Contact and Case objects). Learn more.👤 Ability to Merge Person Records Manually: Admins can now identify duplicate records in the People model and merge them to get a winning record. Admins can change the winning record or enrich the winning record after reviewing the impact analysis. Learn more___________________________________________________________SFDCFor SFDC customers, the release is live in your production orgs as of February 04. Check out the release notes. Some highlights from the SFDC release include:📨 Log Journey Orchestrator Emails as Timeline Activities: CSMs can view all automated emails sent to their customers as Activities in Timeline. These automated emails help CSMs to drive discussions, use as reference and elicit responses from their customers during meetings. Learn more.IMPORTANT:  For the emails to be logged as Activities, admins need to select the Log To Timeline checkbox while creating the Journey Orchestrator program.🗃 Out Of The Box Account Based Forecasting: The new out-of-the box account based forecasting brings Company View to the Renewal Center Forecast. Using this view, the CSMs can now forecast at the account level without owning opportunities. Refer to Configure Account Based Forecasting (Company View) and Account Based Forecasting (Company View) for CSMs articles to learn more.IMPORTANT: Admins must toggle on the Show Company View button from the Renewal Center configuration page to activate account based forecasting for CSMs.➕ Enhanced Formula Field in Reporting: Gainsight has enhanced the reporting capabilities by introducing three new functions in Formula fields. The new functions added are Sum, Average, and Count. Learn more.IMPORTANT: You need to select the Percentage option from the Data Type dropdown, while creating the Formula field. 🔌 Email Assist 2.0 Support for Chrome Plug-in and Outlook Add-in: Email Assist 2.0 features are now supported in the Chrome Plug-in and Outlook Add-in. With this release, the following enhancements are added to support the plug-ins: Folder Structure and Template Versions. Refer to Gainsight Assist Chrome Plug-In and Gainsight Assist Outlook Add-In articles to learn more.IMPORTANT: The Email Assist 2.0 support will be available on February 11, 2023.  Follow this post and/or subscribe to this category to automatically receive updates when new content/document/communication is posted.*** FYI @andutta  @minh_phan @neelam_mukherjee @Divya  Training & Certification

Related products:CS Journey Orchestrator, Email & Notifications

📢 Gainsight's PX February 2023 Release is Live!

The PX February release is now live in US and EU orgs!  We have delivered new features and enhancements to help you get started faster and simplify your PX user experience. Check out our release notes for more information.Release Highlights:New Dashboard and Widget Experience: Reach more valuable insights with a new, intuitive, and easy to use dashboard and widget experience. Use newly categorized widgets and dashboard templates to create meaningful and granular dashboards quickly. Choose chart type, time period frequency,  and other parameters at once for a seamless user experience.  Add inSided Community Content in Your KC Bot: Take your Knowledge Center Bot to the next level by syncing content directly from your Community platform. For customers of inSided, you can now fetch ideas, questions, discussions, and articles from your inSided subscription and display them directly in the KC Bot for users to engage with. New Actions on Custom Buttons in Guide Editor: To automate more prescriptive in-app user journeys, you can now use Custom Buttons in the new Editor to automatically open a KC Bot, open an article created in PX directly on the Bot, or even navigate within a Guide - no code required.  Engagement Monitoring and Checksum Validation: You can now identify a wider spectrum of validations such as checksum, invalid HTML tags, and restricted HTML reference domains in Engagement Monitoring. Improve error monitoring with real time validation on active engagements for checksum and HTML errors.  New and Enhanced APIs: We’ve enhanced Gainsight’s APIs with new PX Admin and Engagement monitoring APIs for customer alert systems, as well as enhanced APIs to support Localization in KC Bot and Articles. Cookie-Free Tracking in PX: You can now define cookie storage locations during PX installation, choosing from browser or local storage options for increased privacy configurations. ++------------------------------------------------------------------------++RELEASE NOTES++------------------------------------------------------------------------++FYI @mickey @karl_rumelhart @dstokowski  @minh_phan @MatthewWasley @robert_lakin @Tori Jeffcoat @harshibanka @Umakanth @dileepnalla @kathleenkenny23 @link_black  @skalle @Chandu @aharkut  @anirbandutta @neelam_mukherjee @ecohen @gmichlin @Jared LeesFollow this post and/or subscribe to this category to automatically receive updates when new content/document/communication is posted.

Related products:PX KC Bot
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Introducing the Homepage

The traditional customer journey is fractured. Resources are scattered across multiple tools, created by various teams, and shared through disconnected channels leaving customers frustrated and unable to find the answers they need. That’s the problem we aim to solve by allowing our customers to build a true customer hub.More and more of our customers are turning their community into a customer hub using the new Homepage, which brings all customer success resources together and offers their users a single destination for all relevant content. However, we learned that building a page that functions both as a dedicated customer hub homepage, as well as an engaging community overview page, can be a challenge. Therefore, we introduced the dedicated Community Overview page in beta last year. Enabling this page allows you to have both a homepage that acts as a launch pad for your users, as well as an engaging Community Overview page to easily browse community content. After iterating on our customization mode and widget offering to build a better Homepage (eg. by introducing the Widget Library and the new Banner Widget), we’re ready to launch this feature into general availability! How our customers are building their HomepagesBefore we dive into how you can set this up, let’s have a look at some examples by some of our customers.Gong Gong recently relaunched their community as a customer hub, which they call Visioneers. In doing so, they’ve positioned Visioneers as the central landing page for all customers to improve the customer experience, increase engagement and enable ambassadors.Check out Gong’s hub here MiroMiro’s community is growing beyond community by centralizing more than just community content. By bringing events, product updates, ideas, and even their knowledge base content (using our Federated Search functionality) together, this will enable their users to find their answers from one central location, whether it’s user-generated content or company-created content.  Check it out here. inSpiredWe rebranded our very own inSpired Community to the inSpired Hub in December to showcase the power of using the Homepage as a dedicated launch pad for all of our customer success resources. With a few simple adjustments, we made both our Homepage and Community Overview pages easier to navigate and more intuitive to find the content you’re looking for. Take a look around! Check out our new hub here! Getting startedTo turn on the Community Overview page and free up your Homepage to become a true landing page for your users, follow the steps below. Note: if your instance was created after 2 February 2022, the Community Overview page will already be enabled and no further action is required. Customize the Community Overview page. This page will only be visible for community managers and above until you click “Enable Now”. Enable the Community Overview page by clicking “Enable Now”. This will make it visible to your end users who have access to at least one community category. The Community dropdown menu will now include the Community Overview. Customize your new dedicated Homepage. Check out the examples above.  Check out our knowledge base article for more detailed information on how to best set up the Community Overview page and your Homepage. We’d love to hear from you!Do you have any questions or comments about the Homepage or Community Overview page? Add them below! We’re always open to new ideas. How do you plan on using the Homepage? What would make the Homepage even more powerful? Care to share a link to your Homepage for inspiration?

Related products:CC Product Updates
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Enhancements to the Q&A Dashboard

Our goal is to give you the best possible experience with our product and features. We appreciate and are actively listening to all of your feedback. Based on your input, we made a few enhancements to the Q&A Dashboard. These enhancements include: Additional User Engagement KPIs Track user engagement by the number of questions asked and answered in a given timeframe Track user engagement by the number of answers and who was answering Enriched user role filters allowing you to exclude roles New Percentage KPIs Let’s take a closer look at the changes we made. We added a new Answers section to the Q&A dashboard. This section includes 3 KPIs focused on the answers given in your Q&A module. Answers All The “Answer All” KPI shows you how many answers were given in a selected time period. We count all replies posted during that time period, which were afterward marked as best answers. We don’t connect these replies with questions. Answers Based on Filtered Role The “Answers Based on Filtered Role” KPI shows you how many answers were given by users with a specific role selected in the User role answer filter. This enables you to track which users are providing support. You can select from Primary roles and from Custom roles. You also have the ability to exclude roles by using the enhanced user role filters described below.   Answers % Based on Filtered Role  The “Answers % Based on Filter Role” KPI shows you the percentage of answers given by selected roles (User role answer filter) among all Answers given in a selected time period. Drill down using the enhanced filters below to determine user support by custom roles. Formula: Answers Based on Filtered Role / All Answers * 100 Note: If you use the User role answer filter and select Registered User and Super User as the Primary roles you will get the same KPI as % answered by peer in the old Success Dashboard.Next, we enriched the user role filters to enable you to exclude users with a given primary and/or custom role. Each of the user role filters includes the option to filter by Primary role and Custom role using the AND logic between them. Inside each of the user role filters, there are two advanced filtering options: Is one of Is not one of   Finally, we added new question-related percentage KPIs to help you understand and analyze who is asking questions and who is answering them to track support and engagement across your community.  % Questions Asked Based on Filtered Role    The “% questions asked based on filtered role” KPI shows you the percentage of questions asked by selected roles (User role question filter) among all Questions asked in a selected time period.Formula: Questions asked based on filtered role / Questions asked all * 100  % Questions answered based on filtered role  The “% questions answered based on filtered role” KPI shows you the percentage of questions asked by selected roles (User role question) in a selected time period that were answered by users with a selected role (User role answer) among all questions asked in that time that have been answered.Formula: Questions answered based on filtered role / Questions answered all * 100 We’d love to hear your thoughts on the Q&A Dashboard enhancements! As always, if you have any feedback, please add a comment below.

Related products:CC Analytics & Reporting
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The New Q&A Dashboard

 We continue to make significant analytic improvements across the platform using valuable feedback and insights from you. Based on a filtering Idea submitted, we’ve re-vamped our Community/Q&A module analytics and are excited to launch the new Q&A Dashboard, formally known as the Success Dashboard.  The Q&A Dashboard now focuses solely on the Community/Q&A module. This ensures that the most relevant Q&A metrics are surfaced in the same dashboard providing a clear picture of community/Q&A engagement. With this dashboard, you can see the number of questions asked and answered and high-level metrics including average response time. Leverage filtering capabilities to hone in on specific datasets based on user role. Let’s dive into the functionality by using the use case provided in the original Idea. Filtering Community Engagement by User Roles As a community manager, you may be interested in learning which users are most effective in answering questions in your community or what percentage of answers given came from your customers. Previously, these answers were a little hidden. With the new filtering capabilities on the Q&A Dashboard, you can now easily filter the data by user roles. There are 4 metrics included on the dashboard: Number of Questions Asked Number of Questions Answered Percentage of Questions Answered Average Response Time   The following filters are available to narrow down the dataset: Date Published In User Role Question (Primary role & Custom role) User Role Answer (Primary role & Custom role)  For more information on how each of these metrics and filters works, please check out this Knowledge Base article. Using our example from above, if you are trying to understand what percentage of answers given on your community came from users with particular custom role, you’ll want to use the User Role Answer filter and select the appropriate role. This allows you to remove employees and partners to show a true participation metric. More options to exclude some roles using filters are coming soon.  We’d love to hear your thoughts on these improvements and how you are using these new filters!

Related products:CC Analytics & Reporting
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Roadmap Update 26

Hi everyone!Can you believe we are halfway through November and quickly heading into the holiday season? Time flies when you’re having fun… and in our case, making a ton of progress! Over the past few months, we’ve released some new features, improved others, and made great strides on our long-term roadmap. We continuously strive to develop great tools that help you build robust communities. Let’s take a quick look at some of the features and enhancements we released since our last update.Click below to skip to upcoming improvementsCustomization Moderation & User Management Engagement Tools Integrations What do you think? New Feature: Banner WidgetCapture your audience's attention and drive engagement with creative banners built directly on inSided. Use the banner widget to create fully-customizable banners that draw your audience in with better display images, larger text, and clear CTAs. Enhancement: Pending OverviewKeeping your communities safe and all posted content relevant and appropriate is extremely important to us. Our new pending overview was redesigned to provide moderators with a complete view of all pending content.  Enhancement: New Filter OperatorsAs we continue to build more filtering capabilities, we also needed to provide advanced filtering operators that allow you to segment by detailed user criteria. For example, you can now find users in specific ways like “Company equals XYZ” or “Questions asked equals 0”. For a full list of operators added, check out this update. ​​​​​​Enhancement: Ideation Voting ImprovementsBased on community feedback, we’ve added some new functionality to the Ideation module to improve the voting experience and to assist in closing the feedback loop. First, when you submit an idea, your vote will automatically be cast for your submission. We now also automatically subscribe users to an idea after they voted for that idea.  Enhancement: New Content Dashboard MetricsDive deeper into content analytics with the addition of the “Single user topics” and “Average response time” KPIs onto the Content Dashboard. We’ve added the ability to filter these KPIs by content type for a full picture of your metrics. For more information on all of these new features and enhancements, check out our Product Updates articles.Filter operators on the User overview A brand new pending overview Banner Widget Voting on an idea automatically subscribes user to idea Automatic vote for own idea Single user topic and Average response time now can be filtered by Content Type Now let’s dive into what we are working on next! Customization Dynamic Content WidgetThe dynamic content widget, currently in closed beta, allows community managers to dynamically display relevant content throughout their community. Easily promote your newest content piece or surface hot topics and discussions using content filters and sorting options. Leverage the widget to bring your content to life and boost engagement and user interactions. Custom PagesFlexibility and customization are key to building successful customer communities that support your company. Every community will look different, feel different, and have different requirements which is why we’re building Custom Pages. Custom Pages will allow you to create the dedicated landing experiences you need for your business. For example, persona-specific landing pages or promotional pages for large events. This feature is currently in development. Interested in learning more? Check out this research article and leave your feedback. We’d love to hear from you! Custom Drop-Down MenusThe custom drop-down menu feature allows community managers to change the configuration of the drop-down menu (mega-menu) as per their requirements. This will serve as an extension to custom pages, giving customers the ability to add custom pages in the header or drop-down. Moderation & User Management Create and save user segmentsCurrently in open beta (opt-in via the Experimental Features page in the Settings category), our upcoming Segments feature allows you to apply filters on the User overview to identify groups of interest and save them as a segment. The Segments feature helps you to get better insights into how your community population is distributed among your segments (eg. power users), as well as show areas for improvement (eg. users that haven’t joined groups). Soon you’ll also be able to use segments as a way to automate email campaigns and create personalized journeys.​​​​​​Apply bulk actions to usersAs you may have seen, we’ve made it possible to assign and remove a user role in bulk from the User overview, which allows you to be a lot more effective in managing your users. To build on top of that, we’ll be offering more bulk actions in the future, such as awarding a badge and sending a private message.  Export to CSVWe’ve updated our filters to make sure you can do all the filtering magic straight on the User overview instead of having to download it and work your magic in Excel or Google Sheets. However, there are use cases for when you want to download a filtered set of users to CSV, to pass them on to marketing for instance, or to supplement another workflow outside of the community. Therefore, we’ll bring the Export to CSV button to the User overview soon! Engagement Tools One-off and Automated Email CampaignsWe’re currently working hard on our new Email Campaigns feature to both expand its use cases (to allow for automated targeted emails), as well as move it into an open beta phase for broader access. This feature will give you the tools to better engage with your community members (eg. send community digests, promote events, etc.) as well as set up onboarding flows and reactivation campaigns.  Use segments in email campaignsApart from the filters we currently offer to build an audience in Email Campaigns (role, last activity, registration date), we’ll also allow you to address the segments you’ve created in the Segments page as a way to set up automated email campaigns. For instance, you can automatically reach out to your new users that haven’t joined a group within 30 days of joining, to try to increase group adoption. Updates to Event creation and managementAs events take an increasingly larger role in your community and CS strategy, so grows the need to offer a more robust and scalable Events solution. That’s why we’ll be making event creation and management a lot smoother and more efficient, by allowing you to save events as a draft, schedule them in the future, preview events, and duplicate events. Improved Destination experience for EventsWe’ll be bringing customization mode to Events, so you can customize this page with additional widgets, callouts, banners, etc. We’ll also bring the Events overview more in line with the Product Updates overview by adding filtering options and pagination.  Attendance tracking for EventsCurrently, for Community RSVP events, we track the RSVPs for your event and allow you to export these to CSV. We’ll also be tracking the number of users that will click on the new “Join Now” button to help you track who, and how many people, actually joined the event. To get even better insights, we’ll also update the CSV to contain more information about your attendees. Integrations Integrations with Gainsight applicationsA top priority for our team is building out a seamless and flexible integration between Gainsight products, including inSided, Gainsight CS, and Gainsight PX. The integration will allow users with multiple Gainsight products to connect their data for a more powerful customer success experience. This includes:Adding community engagement data to Gainsight CS 360 Enhancing customer sentiment analysis with community content data Enriching shared data points to unleash unparalleled customer reporting across products Exposing community content directly in your app Integrations with Intercom We’re working on a new integration with Intercom! With inSided's Intercom integration, you will be able to leverage federated search enabling your customers to seamlessly search content from Intercom Help Center right from your inSided platform.As a next step, we plan to enrich this integration with ticket escalation from the community to Intercom. Improved Thought Industries content filteringWe will continue to add capabilities to our integration with Thought Industries. Coming up, we will add the ability to filter content from within your community using custom fields. Analytics: Success dashboard improvementsAs we improve analytics across the platform, we identified the need for the Success Dashboard to focus on the Community/Q&A module. This will ensure that the most relevant metrics are surfaced in the appropriate dashboard. With the upcoming changes, you’ll have more information and filtering options for authors, including filtering by user role of both the author of the question and the author of the best answer. Product feedback table improvementsMaintaining an easy-to-follow view of product ideas submitted through your community is crucial to effectively managing incoming product requests. It is also important to see how your community is reacting to these ideas. Our upcoming improvements to the Product Feedback Table will provide these insights and make the Ideas module more actionable. We are working on a fully customizable table that will allow you to apply filters to votes, likes, views, authors, status, and more.  What do you think? We are always open to feedback. Let us know what you think in the comments! Keep your eyes peeled for the next Roadmap Update in February. 

Related products:CC Analytics & Reporting