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L
lyoungContributor ⭐️⭐️
asked in Build Communities
Best Practices for Provisioning Custom Roles

Hello, We have a fairly unique use of the community platform where we rely heavily on custom roles to provide users access to different forums and custom pages.  How do you all handle the provisioning of custom roles?  We want to launch a marketing campaign to get users into our platform so we’re looking at potentially a large influx of users - we might not have all these users pre captured on a spreadsheet to reference which roles to assign.I am thinking potentially a sign up field to ask users essentially why are you here or what’s your role?Has anyone done something similar before and found an easy way to provision users at scale? (we are looking to build a webhook in 2025, but until then we need a solution) Open to suggestions of what has worked well for you in the past. 

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L
38 minutes ago
Alistair FIeld
Alistair FIeldHelper ⭐️⭐️⭐️
asked in Customer Education (CE)
Defining a brand Font in CE

How do I change the font within our School in CE? From what I can tell I need to add the style to the Head template and upload into the platform.  Can you please advise. Thanks

122
Alistair FIeld
1 hour ago
T
tim.carwheelContributor ⭐️⭐️
posted in Customer Success (CS)
Workday to Gainsight CS S3 Connection

For anyone working in Workday and having S3 Connection issues, FYI this might be helpful. After much trial and error (emphasis on the error piece), we learned that Workday's "Test Transport" functionality doesn't work for S3.  The following configuration is what did the trick for us:    Delivery Method:    Amazon Simple Storage        Bucket Name:     us2-prod-demotenantbucket        Region:    US West (Oregon)        File Name (path and file name):    system-defined/********-****-****-***********/MDA-Data-Ingest/input/[file_yyyy-mm-dd.csv] Thanks.

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T
1 hour ago
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ElizaGTMtechContributor ⭐️
Add to cc'd contacts dynamically on JOsNew Idea

We do not limit the number of admins an account on our platform can have, and some have several admins. We would love to be able to CC people on JO emails dynamically in order to add all of the plan admins to the email as tokenized contacts, rather than having to send separate comms to each admin. We want to avoid having mutliple threads if multiple admins respond. 

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2 hours ago
baraica
baraicaContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Job Board in Community

We’re currently exploring the possibility of having a job board in our community for our clients to post jobs. Has anyone done this before? If so, how did you go about doing it?

395
security_lion
3 hours ago
RoxConroy
RoxConroyContributor ⭐️⭐️
Success Plan Link Expiry Date FieldNew Idea

Hi Team,  We recently discovered that Success Plan Links that were shared after late 2023 have a default expiry date of 1 year. This presents some problems, not least of all visibility into when a Customer will no longer be able to see a plan shared with them. We would like to see visibility into link expiries and also be able to automate reminders off the back of them to whomever is the CSM on the account or Success Plan Owner. See below for potential User Stories related to this issue.  User Stories: AS A Gainsight Administrator I WANT to be able to query when Shared Success Plan Links Expire SO THAT I can automate reminders ahead of the expiry dates for link renewal.  AS A CSM I WANT to be able to see when my Shared Success Plan Links are expiring SO THAT I can proactively re-share success plan links with my Customers. AS A Customer I WANT to be notified that the link shared with me is expired SO THAT I have clear next steps as to how to ask for help getting the link fixed. 

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60
RoxConroy
3 hours ago
trevor_shand
trevor_shandHelper ⭐️
asked in Customer Success (CS)
Default to Email Notification for All Users

Is there a way to bulk turn on email notifications for all users, so they have to actively turn it off rather than having to ask each user to go enable it themselves?Trevor

20
trevor_shand
3 hours ago
P
Pierre VRContributor ⭐️
asked in Customer Communities (CC)
Category page displaying more than 25 articles.

Hello, I discovered that once a category of the knowledge base contains more than 25 Post (= Article + question + Discussions), the Category page is truncated and only display the 25 first articles. The UX is not telling the user that something is truncted (= no infinit sroll load or pagination).Is this the expected behavior ? Should we limit the number of article to 25 and create sub-categories ?   Based on this community organization I was felling it’s a known limitation. but it sounds sad to not levrage the same pagination system as the one you already have on othre part of the platform. Pierre

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L
3 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 DeletedNew Idea

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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825
kstim
4 hours ago
cdonargo
cdonargoGainsight Employee ⭐️
published in Customer Education (CE)
Gainsight CE FAQ Series: Why Can’t I Add Certain Webpages as Activities?

👇 Customers frequently as why they cannot add a certain webpage as an webpage activity 👇Many websites, including popular ones like google.com or apple.com, don’t allow embedding in external applications due to their own security policies.  If you’re attempting to embed a webpage that belongs to your organization, here’s what to do: For any organization-owned websites, you’ll need to contact someone from your website admin, IT, or Security team. They can adjust the site’s settings to allow embedding, granting permission for the page to display within Gainsight CE.For publicly accessible but non-owned websites,(like google.com or apple.com), embedding may not be possible due to their own security restrictions. 

20
cdonargo
4 hours ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Meetings & Office Hours
Tuesday US Admin Office Hours (CS Platform): Nov 12, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hello everyone!This thread is for today’s Tuesday Admin Office Hours session, Tuesday, November 12, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!Conference Details (Zoom):Tuesday, November 12, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09 Meeting ID: 967 5809 8131Passcode: 678844 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/azzeidOTB

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M
5 hours ago
Jessica.Quazza
Jessica.QuazzaGainsight Employee ⭐️
From Notifications to Alt Text: Community Upgrades You’ll LoveRelease

September brings a bag of mixed emotions. The end of summer is always sad, but it also means the whole world is “getting back into the groove” - and let’s admit it, that means getting back into a more structured and organized routine. That feeling is very relevant for this Gainsight Customer Communities release round-up!We’ve been busy pumping out impactful enhancements all focused on creating a great community management experience. Each of these release items will help you better structure your community, and organize and stay on top of your community content.Let’s get into the good stuff! Parent/Container Categories Renamed to SectionsTo simplify navigation, we’ve renamed Parent/Container Categories to Sections and Child/Content Categories to Categories. Sections are used to hold and structure categories. And Categories are used to hold content. This change modernizes the terminology and makes it crystal clear how your content is organized in your community.Need help structuring you

2479
genells
6 hours ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
Webhooks for SegmentsOpen

I’d love to have webhook events related to the new Segments feature. These are probably additional “User Events.”I’d like to seeUser added to segment User removed from segmentMy use cases are primarily around automating moderation alerts and other engagement tactics. For example…A user meets the criteria for and is added to the Dormant Users segment A slack alert to let me know, and/or Triggering an engagement workflow A user meets the super user segment criteria and is added to the segment A slack alert to let me know, and/or Triggering an engagement workflow (even if manual personal outreach like a thank you message) A user no longer meets the Dormant Users segment criteria and is removed from it A slack alert to let me know Adding a row to a google sheet for tracking a list of users who have re-engaged, etc

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164
DannyPancratz
6 hours ago
Jabittan
JabittanContributor ⭐️⭐️
Enable Participant Changes / Adjustments to Published Advanced Outreach Journey Orchestrator ProgramsNew Idea

After an Advanced Outreach program is published, Journey Orchestrator is unable to make changes to a query for participants. If we wish to change the fields and/or filters on a query to incorporate new fields to tokenize for a template update or if we wish to expand/narrow the participant list, we have to stop the program, make a duplicate, update the query, and republish the program. This is an extreme inconvenience for us within our instance, especially if the program involves multiple steps and multiple emails. We often build programs and later find that we need to make a change to a participant. As an example, our organization works with schools and school districts and occasionally a district will ask us to remove them from a specific type of communication (but not all communications broadly). If I want to remove anyone from within a district from a specific program or set of programs, I cannot simply make the update in the journey to exclude based on email domain or company while

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171
dayn.johnson
6 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.  

799
dayn.johnson
6 hours ago
B.Abrahams
B.AbrahamsContributor ⭐️⭐️
asked in Customer Success (CS)
Allow "Load to Scorecard History" to work with the Monthly Gradulatrity

Allow the Monthly granularity to be selectable when loading to scorecard history.  

30
B.Abrahams
6 hours ago
katie_b
katie_bHelper ⭐️
asked in Customer Success (CS)
Is there a way to count items selected within multi-select fields?

I’m trying to count the number of items selected within a multi-select picklist and basically assign a ‘score’ based on how many items are selected within a particular list. I was able to work through a few of these using a case expression, but anything with over 3 choices there are just too many options for this to be feasible. Is there another/better way to count the items selected so I can then SUM a group of fields together?

5068
aaronhatton
6 hours ago
G
GurijalasaikiranGainsight Employee ⭐️
Optimize Chart and Legends Space in Feature Performance WidgetsNew Idea

Hi team,In Feature Performance widgets on dashboards, the chart portion currently occupies only 1/3 of the available space, regardless of the layout option selected. Even when switching between different layout options, the chart remains confined to 1/3 of the available space, while the legend occupies the remaining 2/3.When there are only one or limited legends, this layout results in a large amount of unused space dedicated to the legend area, leaving the chart portion smaller than it could be.It would be beneficial if the widget layout could adapt based on the number of legends. For instance, when there are fewer legends, the chart area could expand to fill more of the available space, enhancing data visibility and making better use of the widget’s layout.Allowing the chart area to dynamically expand based on the legend count would maximize the visibility and usability of Feature Performance widgets, providing users with a clearer view of the data without unnecessary empty space.Tha

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G
7 hours ago
Jessica.Quazza
Jessica.QuazzaGainsight Employee ⭐️
Expand the Reach of Your Community with the NEW Localized Interface

Your community should be as global as your business, but limited resources and the overplayed direction to “do more with less” make it challenging, if not impossible, to provide a localized experience that resonates across your diverse customer base. Traditional methods, such as segregating communities by language, have fallen short, leading to a fragmented user experience that diminishes user engagement and, consequently, the overall effectiveness of the community on a global scale.Your community members, regardless of location and language, should feel welcomed and empowered by your online community, which is why we are proud to announce the launch of the new localized interface in Gainsight Customer Communities!  A Step Towards Comprehensive LocalizationThe localized interface is a significant leap toward addressing the need for a unified and inclusive community experience. This feature allows admins and community managers to configure the community interface in up to 18 different l

69029
dayn.johnson
7 hours ago
P
pelContributor ⭐️
posted in All About Pulse
Looking For Meeting Community Managers at Pulse Amsterdam :)

Hello everyone! 🖐🏻I'll be attending Pulse and would like to connect with community managers to share insights, discuss best practices, and explore ways we can strengthen our communities. I would like to chat about engagement strategies, challenges, or just network, I would love to meet up. Feel free to reach out or let me know if there’s a specific meetup for community managers. Looking forward!!!See youuu… 🙂Pelinsu

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P
9 hours ago
Kenneth R
Kenneth RGainsight Community Manager
posted in All About Pulse
Community Magic at Pulse this week! :)

I’m a familiar face around here in this community, but I’m also excited to be going to Pulse Europe this week where I’ll be giving the talk: Community Magic: How Collaboration fuels an Engaged Community.When I do talks I’m normally drawn to strategic topics with lots of cool nerdy frameworks that hopefully people want to take photos of.  😅 Who doesn’t love frameworks!?  But this talk will be a bit different.  It’s going to be about the very real challenges of running a mature enterprise community across multiple use cases, products, modules and more.  As the title suggests, the heart of the talk is about the power of internal collaboration, where I’ll be sharing four key strategies that we employ to navigate the complexity of our programs, along with a lot of very practical examples.  If you’re at Pulse this year and you see me around, please do come and say hi!

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Kenneth R
10 hours ago
G
guceContributor ⭐️
Who voted a poll: make this feature available in Control PanelOpen

As a moderator I feel it is very important to know 'who voted' in a poll. I want to know the reason(s) behind that vote and be able to reach users who voted a specific option to get more details.

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13913
A
11 hours ago
C
clingleyContributor ⭐️
asked in Customer Success (CS)
Log Activity via Microsoft Teams

Similar to the Gainsight and Zoom integration that allows you to log Activities directly to a customer from a Zoom Meeting, is there an integration like this with Microsoft Teams? 

101
Mdsingh
11 hours ago
revathimenon
revathimenonGainsight Community Manager
published in All About Pulse
Ready to Shine at Pulse EU 2024? Give us a preview! 🎤

Hello Pulse family,Pulse 2024 EU is closing in and we are pumped about all the speaker sessions we get to be a part of! 😍Call for all speakers to:Register on this community if you don’t have a profile yet. Make sure to jazz up your profile with all your imp details & your favourite headshot. 📸 If you already had an earlier profile you can't remember, let us know at community@gainsight.com and we’ll look it up, and update your email address with the latest. Login and give us a glimpse into your session. We’d love to get a teaser to what we’ll be learning & discussing in your session - this will be equally exciting those who are attending in-person as well as those who can’t. You can do that by starting a new discussion here.We’ve already got @Sabin Brabb kicking it off in style ! 🌟🔥Keep ‘em coming! Watch out for a happy flower landing on your community profile- Pulse 2024 Speaker badge 😃Looking forward to hearing from you in the All About Pulse space here on the community

1308
revathimenon
12 hours ago
Loyd
LoydContributor ⭐️
posted in All About Pulse
👋 Excited to take the stage at Pulse 2024 and talk all about Value Relay!

Super excited to be joining Pulse once again and discuss the benefits of tracking value throughout the customer journey, why it matters, how to implement it company wide, and what are the expected results!And yes, there will be some tactical advice on how we leveraged Gainsight to implement it at Benchling 👍There will be something for everyone, if you’re just starting in your journey or if you’ve already got a value relay going at your company!See you tomorrow!

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revathimenon
12 hours ago

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