Ideas
Events
Groups & Betas
Product Updates
- - Knowledge Base

Upcoming Gainsight CS October 2024 Release Sneak Peek!

4 days ago

Home
Search

Recently active topics

482 Topics

Recently active

Most views Most replies

sshroffGainsight Employee ⭐️⭐️

posted in Customer Success (CS)

August 24th Post-Release Updates

Check out our August 24th Post-Release Update and be sure to subscribe to the Product Updates section in Community to receive notifications for these updates moving forward.

1 hour ago

bradleyExpert ⭐️

Consistent Field Layout ConfigurationNew Idea

I would like the ability to configure field order and layouts however I want, and consistent throughout the product.Consider the following two sections:This is from an Attributes section of the C360. All of these are string fields, which take up one column width. Notice how they are arranged vertically to spell SMART: This is from the Plan Info page of a Success Plan, looking at the EXACT same fields. All string fields that take up one column width. Notice how the order is snaked:Look up “Don’t dead open inside” and you’ll know what I mean. This second option just looks silly for one thing, and is inconsistent on the other. Please give us the level of control you see in the FIRST example, throughout the product. I use C360 and Success Plan as examples, but they are just that - examples. This should not be considered a comprehensive review of all the places this should align on.

9 hours ago

andreammeldeHelper ⭐️⭐️

More CTA Options in a Success PlanNew Idea

Only allowing one CTA type of Objective in a Success Plan is super limiting. That means every objective has have the same field layout and status options regardless of the goal of the Success Plan. For example, we have a success plan for our customer KPI’s and Goals, and another Success Plan type for an audit of our customer’s instance with recommendations. These are different reasons and have some different data points we want to capture. These are very different angles, but have a long term timeline that make sense to have them grouped to a Success Plan With the KPI we want the starting value, target value, and ending value but we do not need those on the Recommendation. On the Recommendation, we want to show LOE and Implementation Difficulty, but do not need that for a KPI tracking. We also want a status for “Closed Not Implemented” or “Closed Implemented”. These do not make sense for a KPI

9 hours ago

balajibvContributor ⭐️⭐️

asked in Customer Success (CS)

Data Designer - Formula Field - Date - Is this a bug?

Im trying to create a date difference between two date fields in data designer (Created Date and Current Date) say a Success Plan.When creating a formula field for date type, Im confused why the second parameter wont load any date related field? Instead its showing an integer field. Also why it wont show option for “Today’s date” as it is available in Reports formula field? This seems to be a huge gap and a bug?

9 hours ago

darkknightExpert ⭐️

Company Person should be able to export the List ViewDiscovery

Now that we are on NXT, we are fully shifting our view in Gainsight to the Person/Company Person construct in place of SFDC Contacts.Previously though we had a Related List section on C360 that displayed the list of SFDC Contacts. Our end users would frequently use the Export function on that section:There does not appear to be an export option in the Company Person view:The only workaround I can see would be creating a Related List view off the Company Person, but this would not give them the ability to Create new persons and we don’t want two sections.This is a request to enhance this widget to have an export option.

9 hours ago

emillerContributor ⭐️⭐️

asked in Customer Communities (CC)

How can I configure Read-Only access to the community for employees?

How can I grant “Read Only” community access to employees? The use case is that we want to encourage employees to monitor what our customers are saying in the community but prevent them from posting until they have approval and training. Another use case is Sales people showing the community during product demos. We do want them to showcase the community but don’t want them to post or reply while logged in as a “demo user,” and we want to be able to filter these users out of our monthly reports. I tried searching for articles and other discussions on this but didn’t find anything.

10 hours ago

spencer_engelExpert ⭐️

Autofill Global Filter ConfigurationNew Idea

One of these little Admin Quality of Life things I’ve been meaning to post about for a while: Please autofill our global filter configuration! What I mean is this: Let’s say I have a dashboard that sources 5 objects, and each of those 5 objects are responsible for 4 reports. When I configure the global filter, it asks which object I want to set as the default. So, for example, I select “Company” and then configure my field. The global filter setup then autofills all 4 of my reports built off Company. Great! However… The painful part now begins. Instead of being able to autofill each of the remaining 4 objects, I have to painstakingly configure my global filter for each of my remaining 16 reports. Why?? Please add an enhancement where I can have the rest of my 4 objects autofill once I select the right field. Thanks for considering.

13 hours ago

sam_budderyGainsight Employee ⭐️⭐️

Auto Add Company Logo when adding new CustomerDiscovery

Now that the C360 supports a company logo it would be a huge time saver if the company logo could be automatically added from the company domain.There are a few CRMs that do this probably using an API like this https://clearbit.com/logo

13 hours ago

sshroffGainsight Employee ⭐️⭐️

CS: August 24th Post-Release UpdateNews

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

490

14 hours ago

shayerisenGainsight Employee ⭐️

posted in Customer Success (CS)

Upcoming Gainsight CS October 2024 Release Sneak Peek!

Hello Everyone,This is to inform you that for the Q3, October release, there will not be an Early Access to Release Notes document available. Here is a high-level list of tentative items you can expect in the Q3 Gainsight CS release:Scorecard Optimizer - Improvements to Setup and Model Results* – We understand that optimizing scorecards is a challenge for many customers, as assessing their effectiveness and choosing the right weights and thresholds requires complex data analysis. This makes it difficult to predict churn and expansion accurately, which is crucial for efficient Customer Success operations. *Please note the Scorecard Optimizer enhancements are no longer going as part of the October Release. Timeline: Calendar Context Resolution Update: While customers have made great use of the Calendar integration for creating activities, some have encountered challenges with contact data not being consistently accurate.

16 hours ago

Hideta MitsuhashiGainsight Employee

published in CC | 初期コンテンツ（工事中）

コミュニティの可視性の設定

プラットフォームの公開設定を使用すると、コミュニティを閲覧できるユーザーを変更できます。公開、プライベート、オフラインの 3 つの公開設定が提供されています。このガイドを読むと、各表示設定が通常何に使用されるか、および各設定の影響について詳しく理解できるようになります。可視性を変更する方法: Control → Settings → PLATFORM platform visibilityにアクセス表示設定を選択します。プライベート/オフライン設定には追加の構成オプションがいくつかあります (下記を参照)。 Save Changesをクリック。公開（Public）公開は最も広く使用されている設定です。コミュニティが公開されている場合、表示されているカテゴリのコンテンツは、訪問者なら誰でも読むことができ、Google 経由で見つけることができます。これは、すべてのユーザーがコミュニティに登録できることも意味します (ただし、SSO を使用している場合は、アイデンティティプロバイダーのアカウントを持つユーザーのみが登録/ログインできるようにプラットフォームを構成できます)。Gainsightプラットフォームで実行されているコミュニティの大部分には、この設定をお勧めします。注: 公開設定はカテゴリレベルの設定でも設定できるため、より詳細なレベルで特定のコンテンツへのアクセスを制限し、Google でインデックスに登録されないようにすることができます。この例としては、コミュニティにアクセスするすべてのユーザーではなく、顧客のみがアクセスできるようにアイデアカテゴリを制限する場合があります。コミュニティ全体を非公開にするよりも、これをお勧めします。設定するには、私たちのガイドに従ってください隠れたコミュニティエリア。プライベートプライベート公開設定は通常、特定の権限を付与されたユーザーのサブセットに限定されたコミュニティ (ベータテスターコミュニティなど)、またはコンテンツとコミュニティの構築に取り組んでいる間、一時的に招待のみとなるコミュニティに使用されます。主要な顧客や社内の同僚からの賛同を得られます。コミュニティに非公開の公開設定がある場合、コンテンツは登録してログインしているユーザーのみが読むことができ、Google で見つけることは

17 hours ago

andreammeldeHelper ⭐️⭐️

posted in Customer Success (CS)

Customer Goals - Road Blocks to Switching from Success Plans

Want to start a thread on the road blocks of standing up customer goals in scalable way. Many of these were discussed in Beta but not updated in the GA release. Would like to know if anyone else is experiencing difficulties while trying to put together a POC for their leadership team Limited to using APIs for updates and creations via rules engine. IE this means you need to have an admin that is comfortable enough with APIs to help your team maintain the Customer Goals. Would be better to have a rule action Unable to limit display field editability Cannot associate to a relationship from the C360 (like you can with other functions like Success Plans). Makes CSMs have multiple paths to create the same thing Unable to require fields at “close” (see point below about “closed” identification”. Additionally, you can only require fields at the data management level which means if you add a field after records are created you cannot require that field. So flexibility to alter your layout is l

18 hours ago

MaheshContributor ⭐️

asked in Customer Success (CS)

GainsightNXT (CS) Export difficult to determine failed records

In Gainsight NXT Company object, when I send a request to insert the records, I am getting the response in the jumbled order, in that case, how can I determine which record is inserted or not,When insertion fails, error response is vague, where it returns failed field details without gsId or any other unique ID making it difficult to determine which record failed. in case there duplicate failed records. (same error) (This is batch export each consisting of multiple records)"errors": [ { "errorMessage": "Invalid/Inactive value provided for picklist.", "errorCode": "GSOBJ_1012", "fieldName": "Stage", "invalidValue": [ "SomeStage Invalid Value " ] }”,

18 hours ago

marnol14Explorer ⭐️⭐️⭐️

asked in Customer Success (CS)

P360 Attributes widget is not loading

I’m looking to launch the P360 to our internal team but the Person / Company Person Attributes fields are not loading for me. When previewed, every other widget is giving a preview, except for that one.Is there a known bug that is causing that widget to not load in the P360?

18 hours ago

gkamauContributor ⭐️

asked in Product Experience (PX)

How to update attributes of inactive users who aren’t logging in anymore?

In our application, users can be deactivated and they no longer login. We want to sync this status to a custom attribute in Gainsight. The user is not logging in anymore and therefore the identify call cannot be called. How can we update the attribute in Gainsight?

19 hours ago

balajibvContributor ⭐️⭐️

Trigger a rule when an activity is createdNew Idea

We monitor certain types of Activities and run certain actions/metrics based on the type of activities and to which object it is linked to.It would be really nice to create a trigger for e.g.If a timeline entry is added/associated to a CTA / Success Plan with parameters xxxxx, yyyy, then do xxxxxxxxxxxThis will improve Manager tracking of critical events, reduce dependency on running a rule chain frequently to achieve this.

19 hours ago

srinivas myakalaGainsight Employee ⭐️

posted in Product Experience (PX)

Use Case Spotlight: Send PX NPS survey responses to Microsoft teams

Does your organization use MS teams? Do you want your users’ NPS responses into your organisation’s Teams channel? Then, this article will assist you in setting up Zapier (or a related process automation platform) workflow to transmit PX NPS survey responses to Microsoft Teams.Below, the configuration is split into sections to dive deep into the configuration at Gainsight PX, MS Team and Zapier. Zapier: Trigger event:Create a Zap with a trigger type: Webhooks. Select the trigger event as catch raw hook. Refer: https://share.zight.com/lluA9PL1 In the next step, copy the web hook URL that is autogenerated.Intermediate step(to format webhook response):Create a step, select code by Zapier. Select JavaScript in the action event. Continue, give a object name in the input data field(example: set) Click on the + icon and select raw body. In the code: use this const jsonString = inputData.set || '{}'; // Parse the JSON string into an object const jsonObject = JSON.parse(jsonString); // Prepare

19 hours ago

scampbellContributor ⭐️

asked in Product Experience (PX)

Gainsight PX - How to highlight articles

Hello, Does anyone know how to display the below view to the KC bot, I would like to put highlighted articles in this section.

19 hours ago

annelies.bootsmanContributor ⭐️

asked in Customer Communities (CC)

Copy text form word to a article

I am moving a word manual to out knowledge base. This manual contains a lot of screenshots/images. Is there a easy way top copy them so that the images stay in the article and I don't get an error when publishing about the amount of caracters.

19 hours ago

ndollimo_btContributor ⭐️⭐️

InsidedData object should be customizable by administratorsNew Idea

We would like to include some extra information in our Google Analytics information that’s being sent from our Community site so allow us to better map users back to Person objects in Gainsight. Currently there is only the user id that makes the user identifiable but that won’t be useful unless use custom GS objects and our own scripts to pull in data from Google Analytics. Ideally, we want to use the built-in connector in CS to pull Google Analytics data. In this scenario, we’d like to be able to push the Company ID and Person ID to user custom fields. If we could then customize the InsidedData object to include those custom fields, they could then be included in the Google Analytics event metadata and be accessible to use with the connector in CS.That is only our current use case. However, there could be more in the future. So making the InsidedData object customizable would allow for possible expansion later on as well without having to submit individual requests to have it modified

21 hours ago

jjarvisHelper ⭐️

asked in Customer Success (CS)

Drop Down Lists in scorecard widget report

Hi, I have a Scorecard mass edit report that has some MDA dropdown lists. It would be useful if there was an inline filter on this field type. Thanks,

1 day ago

Hideta MitsuhashiGainsight Employee

published in CC | 初期コンテンツ（工事中）

SSO（シングル・サイン・オン）はじめに

この記事では、inSided プラットフォームで SSO のセットアップを開始する方法の基本について概要を説明します。サポートされている SSO スキームとその設定方法 inSided プラットフォームでエンドユーザーに対して SSO がどのように機能するかについてのステップバイステップガイド inSided が提供するさまざまな SSO 構成オプションシングルサインオン (SSO) とは何ですか?シングルサインオン (SSO) エンドユーザーは、単一の ID とパスワードを使用して、選択した ID プロバイダーを通じてコミュニティで認証できるようになります。サポートされている SSO スキームとその設定方法OAuth 2.0 セットアップガイド OpenID Connect セットアップガイド SAML 2.0 セットアップガイドトークン（JWT）セットアップガイド Google セットアップガイドサポートされている識別プロバイダーとその設定方法SAML 経由の Azure AD セットアップガイド OKTA SSO セットアップガイド重要な用語コミュニティ - Gainsightプラットフォームアイデンティティプロバイダー - サードパーティのサービスユーザーのアイデンティティ情報を作成、維持、管理しますユーザー - コミュニティのエンドユーザーコミュニティ SSO のフロー図「Show Content」をクリックすると、コミュニティと ID プロバイダーの間の一般的なやり取りを説明する図が表示されます。コミュニティSSOの詳細説明選択したものとは独立してコミュニティ SSO スキーム、相互作用コミュニティそしてアイデンティティプロバイダー一連の主要な 3 つのステップとして説明できます。ユーザーがコミュニティホームページにアクセスするセッションがすでに存在する場合、ユーザーは正常にログインしています。。セッションが存在しない場合、ユーザーは「ログイン」ボタンをクリックし、モーダル内の関連する SSO ボタンをクリックして SSO ログインを開始できます。「ログイン」ボタンをクリックせずに SSO ログインをセットアップすることもできます。「ログイン」ボタンをクリックする代わりに、これを呼び出すこと

1 day ago

Hideta MitsuhashiGainsight Employee

published in CC | 初期コンテンツ（工事中）

技術設定と連携

最初のステップが完了したので、次は技術的なタスクをいくつか見てみましょう。これらのタスクについては、IT 部門の誰かに支援を求めることをお勧めします。このガイドでは:ドメイン名の作成ウェブマスターのメールアドレスを設定するシステムメールを設定する SSOの実装 (オプション) 他のツールやプラットフォームと統合する (オプション) 埋め込み可能なウィジェットを使用してコミュニティコンテンツを Web ページに埋め込む (オプション) Cookieバナーを実装する (オプション) サードパーティのスクリプトを埋め込む (オプション) SSI ファイルを含める (オプション) ドメイン名を作成*Gainsight CC プラットフォームは、独自のドメイン名からリンクできます。ドメイン名を作成する (例:community.customer.com) CC サポートチームが DNS 設定を提供する CNAME を追加します。ステップ 1 と 2 が完了したら、作成したドメイン名を CC サポートチームに (電子メールまたはオンライン送信フォーム経由で) 通知してください。 Gainsight は SSL 証明書を生成します。リンクをクリックしてリクエストを確認するだけです。私たちが推奨する方法は、SSL 証明書の DNS 検証です。 Gainisght はデータベース内のドメイン名を更新し、リクエストを確認した後にそのドメイン名を有効にします。*プラットフォームは、会社のメインドメインのサブフォルダー (例: "company.com/community") を使用できません。サブドメイン (例: 「community.company.com」) または完全に新しいドメイン (例: 「company.community」) である必要があります。*このサブドメインをカバーするワイルドカード証明書がなく、このサブドメインを代替ドメイン名 (CNAME) として言及する CloudFront ディストリビューションもありません。ウェブマスターメールを作成するCC プラットフォームは、コミュニティメンバーにさまざまな役立つ通知メールを送信します。通知の送信に使用される「送信元アドレス」を定義する必要があります。ウェブマスターメールを作成します。これはウェブ

1 day ago

Hideta MitsuhashiGainsight Employee

published in CC | 初期コンテンツ（工事中）

CCクイックスタートガイド（目次）

200

1 day ago

Kaori WakuiGainsight Employee ⭐️

published in それ以外のTips

ジャーニーオーケストレーターでプログラムを作る（新UI）

ジャーニーオーケストレーターを活用したメールのプログラム作成についてご紹介します！ Add Programで新しいプログラムを作りますプログラムを作る時にまずテンプレを使うのがお勧めです。 Advanced Programを使うと複数ステップを構築することができるので本日はAdvanced Programを選択します。最初にAudienceを選びます。ここでは事前に作成されたセグメント、データデザイナーで作成されたリスト、Query Builder、CSVなどを使うことが可能です。次に左側のElementsパネルから作成されたいアクションを選びます。左から右にドラッグ&ドロップすれば繋がります。Emailをクリックするとプログラムで使いたいEmail テンプレートを選びます。メール配信後のステップこのEmailが配信されてから開封、未開封などをもとにフォローアップのメールを送りたい時は「Show Outcomes」をクリック。そうすると以下のように開封の有無に対してのアクションを設定できる様になります。このメッセージをクリックすると待機の日数を変更することができます。⬇︎ 左から実施したいアクションを選びます。例えばOpenしてくれた方にはお礼のメールを送る、Openしない顧客にはCTAを作成してCSMからフォローアップするというような設定ができます。それぞれEmail、CTAをクリックするとそれぞれの作成画面にいきます。プログラムをRunすればそれぞれ最後のアクションがプログラムの完了として設定されます。事前にテスト配信することもお勧めです。実際にNPSを作って配信するためのプログラムの作成に関してこちらの記事で詳しく紹介していますので、合わせて見てみてください！ヘルプページ（英語）もご参考にしてください。ぜひジャーニーオーケストレーターを活用して効率よくお客様をご支援していただければと思います！

1 day ago

Page 1 / 20

Badges

rwilde07has earned the badge Pulse 2024 Speaker
smartinhas earned the badge Gainsight CSM level 3
smartinhas earned the badge Customer Success Operations
Snigdha Adirajuhas earned the badge Gainsight End User Certification
Sabin Brabbhas earned the badge Pulse 2024 Speaker

Show all badges

Terms & Conditions Cookie settings

Sign up

If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.

Else, please continue with the registration below.

Username *

E-mail address *

First name *

Last Name *

Company *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Welcome to the Gainsight Community

Retrieve username / Reset password or Create an account

Username or Email

Password

Remember me

Forgot / reset password

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.