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alextran
alextranHelper ⭐️⭐️
Export/Import CSV file of Product MapNew Idea

Customers want to perform an audit of their product. It’d be helpful to export a spreadsheet or CSV file of all the features with their associated feature rules. Then, we can make changes on the CSV and import back into PX with updated mappings. 

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1534
M
15 minutes ago
MayurGhiya
MayurGhiyaGainsight Employee ⭐️
published in General information
Change Document for Enhanced Search Experience in Community (Open Beta)

Overview Sorted Live Search Results Category Overviews in All Search Results Organized Search Results by Categories Filter Capabilities within Categories Common Queries How do I enable this feature in my community? IMPORTANT: The enhanced search experience is accessible only to community users with Moderator, Administrator, or Community Manager access.This article helps community users to learn about the changes in search functionality as part of the enhanced search experience.OverviewThe community is where customers collaborate, learn, and share product or service experiences. They heavily rely on search capabilities to navigate through all available information and access information that is most useful. The enhanced search experience in the community leverages Gainsight’s Horizon design system to simplify how community users use the search functionality, by bringing a host of improvements and new enhancements.Key improvements and enhancements include:Sorted Live Search Results: Prov

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Dheepak G
51 minutes ago
Kaori Wakui
Kaori WakuiGainsight Employee ⭐️
published in ユーザー・ゲーミフィケーション・アクティベーション
ポイント制リーダーボードの設定方法

ポイント制のリーダーボードは、アクティブなユーザーを特定し、強調し、モチベーションを高める優れた方法です。この記事では、独自のポイント値の設定方法、専用のリーダーボードページの設定、および異なるユーザーロール（例：顧客用、従業員用）向けのリーダーボードウィジェットをホームページに設定する方法について学ぶことができます。 ポイント制リーダーボードの設定方法ポイント値の設定 & タイムゾーンの選択Controlにログインし、Gamification → Point systemに移動します。 コミュニティでの各活動に対して付与するポイント値を設定し、トグルが有効になっていることを確認します。 リーダーボードのタイムゾーンを設定します。週次リーダーボードは、選択したタイムゾーンで日曜日／月曜日の真夜中にリセットされます。 変更を保存し、完了です！ 専用リーダーボードページに表示されるユーザーの設定リーダーボードページはデフォルトで yourcommunity.com/leaderboard で利用できます。週間ランキングと全期間ランキングの両方が利用可能です。週間ランキングと全期間ランキングの両方で最大1000人のユーザーを表示できます。 また、リーダーボードページから除外するユーザーロールを設定することもできます。Controlにログインし、Gamification → Point systemに移動します。 リーダーボードページ設定の下で、リーダーボードページから除外したいユーザーロールを選択します（プライマリロールとカスタムロールの両方がサポートされています）。 変更を保存し、完了です！ ホームページにリーダーボードウィジェットを追加ホームページウィジェットに関する詳細は こちらの記事 をご覧ください。ホームページに移動し、カスタマイズモードを有効にします。 Container 2:1ウィジェットを追加します。サイドバーパネルの+ボタンを押し、リーダーボードウィジェットを追加します。 タイトル、表示するユーザーの最大数、表示する期間、およびリーダーボードから除外したいユーザーロールを選択します。 リーダーボードが毎週リセットされると表示される空の状態を追加します。このメッセージはリーダーボードに3人以上のユーザーが表示されるまでしか表示されません。（下の例を

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Kaori Wakui
1 hour ago
Kaori Wakui
Kaori WakuiGainsight Employee ⭐️
published in それ以外のTips
Email：URL内にトークンを挿入する方法

管理者の皆さん、こんにちは！ この投稿では、URL内にトークンを挿入する方法をご紹介します。実装は非常に簡単で、特定の顧客向けにURLを埋め込みたい場合にとても便利です。 ここでは、センチメントスコアが低下または変動した際にCSMに通知するためのメールを設定したときの例を紹介します。メールテンプレート内で、該当するアカウントのC360ページに移動するリンクを埋め込みたいと考えています。 C360ページのURLの最初の部分は一貫しており、URLの最後の部分はアカウントに応じて変わります。  メールテンプレート内で、リンクを挿入するボタンをクリックし、移動先のURLを指定します。  新しいポップアップウィンドウが表示され、ここでURL内にトークンを挿入します。今回はアカウントIDは変わるため、それをトークン化しています。 「トークンプロパティの編集」セクションで、トークンを任意のフィールドにマッピングすることができます。ここでは、アカウントオブジェクトのアカウント→IDにマッピングしています。   URLをトークン化した後の表示は以下の通りです: メールに埋め込むカスタマイズされたURLを自動的に入力するのに役立てば幸いです！

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Kaori Wakui
2 hours ago
Chandan Devanga
Chandan DevangaGainsight Employee ⭐️
Request for waterfall graph in Report builderNew Idea

Hi Team, Waterfall Graph is required in report builder since it is useful in many business scenarios.If it’s already there, guide me how to make a graph like the one below or please consider this as enhancement request .  

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bradley
3 hours ago
tom_gerth
tom_gerthGainsight Employee ⭐️⭐️
Dashboard global filters using OR logicOpen

While doing a bit of troubleshooting on behalf of a customer, I've noted that we cannot seem to use an "OR" logic on "Global Filters" in a dashboard. What I mean by this is if I have a dashboard with four reports, all of which have the same two common filters using OR logic, I would be good to have the common filter on the dashboard reflect "A OR B" logic when applying the filters at the Global level.

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47821
spencer_engel
3 hours ago
S
sydney.birelyContributor ⭐️
Users should be notified of the 90 day aggregation limitation in "Time Series Daily" reports from PX DataNew Idea

We have run into this issue in Reports and Adoption Explorer, it is not clear that the “Company Time Series Daily” Object and other Daily objects from PX, only store data for 90 days, and that you have to use Weekly objects if you need data prior to 90 days.This issue has caused users and management to question data integrity, when it was something that was easily avoided. To emphasize that this is an issue that even the GS team has limited experience on, we had a ticket open about this topic for over a month with 5 different support reps responding that they were searching for the answer. My request is that there be a pop-up or some form of very clear communication to the limitations of certain data objects, both on the reporting side as well as in AE and what our end users see. Of course, I would prefer if the data was aggregated forever but that feels like a much bigger ask than just a notification.

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151
D
5 hours ago
T
tejkumarGainsight Employee ⭐️
Can we support the Data designer objects in the Gainsight home filtersNew Idea

Can we support the Data designer objects in the Gainsight home filters.

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29121
bradley
7 hours ago
kcsp
kcsp
Ability to Filter SFDC Reports on Home PageNew Idea

We have reports built on SFDC objects, which are not currently supported for Global Filters on the Home Page. It would be ideal if this could work similarly as filters in the Dashboard section, as there will always be data we choose not to bring into Gainsight. Example: Open Opportunities are not pulled into Gainsight so are sourced from SFDC. If an Open Opportunities report is placed on the Home Page, a CSM would not have the ability to filter for a specific Account.

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bradley
7 hours ago
daniel.truman
daniel.trumanHelper ⭐️
asked in Customer Education (CE)
How to manually activate a user in CE

We do quite a few Instructor Led trainings each day, and occasionally a user will be shared the Zoom link for the session, without having registered an account within our CE instance. We want to make sure they’re logged as having “Attended” but we can’t add a user to the event, without a CE account that’s also activated. Usually activating for us happens through SSO. Does anyone else have a similar set up and any recommendations on how to capture these attendees?

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daniel.truman
8 hours ago
L
LuHContributor ⭐️
asked in Customer Communities (CC)
How to use Best Answer for Rank Definition?

In the new Gainsight University training it says: Create some natural barriers, i.e. providing a best answer, for later ranks.I am in the midst of redefining some ranks and would love to include this for our super users, however, I’m not sure how best to go about automating this? How have others incorporating defining this in their ranks? I was thinking of doing it as a role, but I haven’t been able to figure it out via roles either.

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L
9 hours ago
bradley
bradleyExpert ⭐️
Improve Experience Adding Participants in Zoom IntegrationNew Idea

Trying out the Gainsight Zoom Marketplace app and using Timeline is a breeze, but I think the participant adding experience could be improved. The idea, as I understand, behind getting Person records up front in the app, is so that you can easily associate them with a Company/Relationship, or create (a) new Person record(s) if there’s a guest.  The workflow though seems to only work in a very specific circumstance - if the invited users are logged into their Zoom account when they join the meeting.(Note: I’m not really sure how much it matters if they were invited directly vs were forwarded or used a meeting code but that’s a bit out of scope. Otherwise, you see this message:Help text from the barely visible ‘i’ icon on the rightWhat’s more confusing, is that if you mouse over the ‘i’, you see this text: The problem, is that there’s no apparent way to add these people.If it’s a net new Person, you can’t manually input an email address so the integration doesn’t help you. You’d have to

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bradley
10 hours ago
A
aarias19Contributor ⭐️
asked in Customer Success (CS)
How to add giphy to email template

Hello! Anyone know how can I add a giphy/GIF to an email template (email will be sent via JO)- is it in the old version or new version? Thanks! 

121
dayn.johnson
10 hours ago
J
jwrenContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Less posts listed within Tabs widget

Hey everyone,Has anyone come up a script or other workaround that allows you to display less questions in the “recently active” or “help others” sections of the Tabs widget? Currently there’s 10 displayed, but for our purposes, we’d prefer 5-6. We’ve looked into using the dynamic content widget instead, but that option doesn’t display the first part of the actual question (which we like). Any ideas?

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J
12 hours ago
dstokowski
dstokowskiGainsight Employee ⭐️⭐️
Ability to bucket values in ReportingOpen

I often find myself exporting to Excel in order to "bucket" values in reporting - kind of like creating a categorization on the fly like you can in SFDC Reporting.  Would be great to do this in Reports 2.0.

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59939
CristianaF
14 hours ago
W
WavesightCSContributor ⭐️
asked in Customer Success (CS)
Reporting on GS item creation

We are in the process of getting everything in Gainsight created and part of our goals is the creation of Playbooks, Programs, Dashboards, and e-mail templates.  Is there a way to report on these items by creation and modification date?

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W
14 hours ago
mradford
mradfordContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
How to Notify CSMs of email outreaches without filling their inbox?

Hi,Im hoping someone might have found a creative way to solve this or there’s a feature I might be missing. I would like to notify our CSMs when an outreach goes out to their customers.  Options I’m aware of:Log to timeline. But that does require the CSM to keep checking the timeline.  Copy the CSM on the email in the JO. But if they have 30 customers and 10 contacts each, they will get 300 copied emails I believe. Any other options or creative ideas that some has tried? Thanks.  

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dayn.johnson
14 hours ago
triskaideka
triskaidekaContributor ⭐️⭐️⭐️
Allow addition of new options after a poll is createdOpen

After a user created a poll, he realised that one of his options was missing.  There seems to be no way to add it for him even in control.  (Caveat: I also can’t see a way to remove an option, which the feature description thread seems to imply you can do...) It would also be good to allow someone to edit their own poll without access to control.

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Johnk
14 hours ago
L
lindsey.evonContributor ⭐️
Link to live training event (not to session)New Idea

Ability to link directly to training events (right now, we can only link to date-specific sessions).  Using a link to the session becomes quickly outdated as soon as the session date passes.  This is problematic when including training events in customer onboarding documentation or other promotional collateral.

0
10
L
15 hours ago
logicalhare
logicalhareContributor ⭐️⭐️⭐️
Order product areasOpen

Alphabetical order does not make sense for our Product Areas. We want to be able to order the Product Areas in a custom order.

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337
Jef Vanlaer
15 hours ago
S
StacieContributor ⭐️
asked in Customer Success (CS)
How can I add and adjust spacing between an icon/image that is left of the text?

I am struggling with creating a customer email template design.The ask is simple, have an icon that has the same height as a couple lines of text. The icon is left of the text. I cannot get the spacing between the icon and text to adjust to be appealing.Here is an example. I want to move the text left. I’ve tried making the “image block” smaller yet it decreases the size of the icon. I want the icon to be the same size as the height of the text so that this template is visually appealing. For what seems like it would take a few minutes, a few hours later, I give up and seek help from this community.How can I accomplish this? Please note that I am not a coder.

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dayn.johnson
16 hours ago
D
danversHelper ⭐️
asked in Customer Communities (CC)
Can you change the text on the report button when flagging posts?

Is there a way to change the button text for the ‘Report’ button when you submit a flag? If you use the phrases toggle you can change pretty much everything else in that window, but not the text of the button? 

706
L
16 hours ago
M
mgamacheGainsight Employee ⭐️
Ability to Delete System Object/Have option to Delete System Object that is created when JO/Dynamics Programs are Published and Program is DeletedDiscovery

Hi team,I have a request from the customer Tanium to have the ability to Delete or have the Option to Delete the System Object that is created when JO/Dynamics are Published. Use case - Customer Deletes the JO/Dynamic Program and then wants the ability or option to also delete the System Object that is created. 

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14015
dayn.johnson
16 hours ago
kelly
kellyHelper ⭐️⭐️⭐️
Please Improve Out of the Box Email ReportingOpen

Out of the box reporting for standard industry email metrics does not exist in this platform if you want to be able to slice and dice the data. I have to look to AO Emails to refine by Vertical or Segment, rather than Email Logs, however, it's not intuitive. Email Logs vs AO Emails Sent / Delivered / Total Opens / Total Clicks / Unique Opens / Unique Clicks Email send time (this is equivalent to Delivered) / Email Open Count / Link Clicked Count / Last Email Opened Date / Email Clicked Date I'm not sure how that could be any less intuitive. Plus, Email Logs and these fields in AO Emails do not allow for Formula fields so I can't have a report or a dashbaord that displays these metrics in rates, from what I've tried so far. Email Template Performance Report, found in Program Analytics, would be a great start alas it is nowhere to be found in Report Builder and is missing some key metrics. Please give us standard email marketing metric fields that don&#x27

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dayn.johnson
16 hours ago
S
Shilpa SContributor ⭐️
asked in Customer Success (CS)
Timeline Templates In the Object

Hello AllAs per the requirement we need data timeline template wise how many accounts are using that template and how many times has been used?  For Ex: If i have timeline template name “Cadence Call” is used in account X and its used 5 times till today,I need a report that X account used this template for 5 times. Is it possible?if yes in which object these template names are stored. Thank YouShilpa S

132
dayn.johnson
16 hours ago

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