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452 Topics
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
API Documentation for GroupsNew Idea

Other than a few webhooks, there’s nothing on Groups in the API docs.   

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242
A
13 hours ago
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AbidGainsight Employee ⭐️
Cheat Sheet: Removed deleted account key pointsNew Idea

Hi Team, With the current design we are not deleting the key points related to the deleted accounts. Can team look into this behaviour and consider deleting the key points related to the deleted accounts as part of future implementations.

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bradley
19 hours ago
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leah.breenContributor ⭐️⭐️
Feature Request: Option to Open Hyperlinks in a New TabNew Idea

When inserting hyperlinks into text, it would be incredibly helpful to have the option to set the link to open in a new tab. This functionality would enhance the user experience by allowing for smoother navigation and better content engagement. We want users to be able to easily return to original page they were on before they clicked the link and opening in a new tab facilitates that. 

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João H.
21 hours ago
cdonargo
cdonargoGainsight Employee ⭐️
published in Customer Education (CE)
CE Office Hours: Communications RecapBlog

 In case you missed it, ​@tmcmahon and I hosted another CE Office Hours talking all about (Email) Communications! The recording is below, but here’s an overview of what we discussed... Exploring Email Types- What emails can be sent via Gainsight CE? Course enrollment and Inactivity nudges fall under the Engage tab  Group messages can be found in the Broadcast tab Default messages based on what settings you have turned on in your school, are in the Administer tab (academy invitation, password reset, etc).   “Hidden” communications- Custom Learning Path and Custom Instructor-Led Training notifications can be created and managed in the Content tab (Under LPs and ILTs)  Establishing Email Settings- Where do I configure email settings?Multiple emails can be set up in 1 event for ILT emails (for example, reminder before event and recap after event email).  Learning Path emails can be sent upon enrollment or upon completion of a LP All other email settings can be configured via the Comm

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daniel.truman
22 hours ago
cdonargo
cdonargoGainsight Employee ⭐️
posted in Customer Education (CE)
How Do You Streamline Content Updates in CE?

A common challenge we hear from Gainsight CE admins is the time it takes to update course content when a product or process changes. Updating existing courses is necessary to ensure accuracy, but it can also take time away from value-driven strategies, like planning your quarterly education goals, diving into analytics, or finding new ways to maximize your Academy's impact. 🧠 Pro Tip: In Gainsight CE, replacing individual content in courses is straightforward using the Replace button for specific content types in the Media Library. While the above this simplifies part of the process in Gainsight CE, we know that organizing, reviewing, and re-uploading content can still feel like a heavy lift, especially if you’re juggling multiple projects.That’s where we’d love to hear from you!What external tools do you use to store and organize content, or make re-updating easier and more streamlined? Do you rely on internal workflows or processes that help your team manage/prioritize updates? How

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cdonargo
22 hours ago
daniel.truman
daniel.trumanHelper ⭐️
asked in Customer Communities (CC)
Any way to hide the Create Topic button for certain roles?

We have certain roles in our community that can view topics but can’t participate in them or add new ones. Is there a way to completely remove the Create Topic button for these roles altogether? Right now they can still click on it, and they get an error when trying to make a post.

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daniel.truman
22 hours ago
SmartlyGreg
SmartlyGregHelper ⭐️⭐️⭐️
Make System Emails use a HTML template (and content editable via text-editor/ phrases)Open

It feels as though the editing of emails has been made with a different approach to the rest of the platform. Pure HTML is acceptable in many ways especially for emails but in 99% of cases the style of the email that are sent will have the same header, footer and the changes are essentially the body content, and my guess is most people would rather avoid messing with HTML as much as possible. I’d suggest, in order to be consistent with the rest of the product, that there be 2 sections to system emails in Control:Email Template: You set the styling of the email including button style (If possible similar to the “Customise” experience of the homepage for example,  but not necessarily) Email Content: Similarly to the Phrases section only the main recurring elements would be removed (ie. Header footer etc…) and the interface would be like the standard text editor + main CTA phraseThis would mean that any changes to the header or footer of the email can be done once in order to update all e

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dayn.johnson
22 hours ago
dayn.johnson
dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️
Dynamic JO needs additional data types if we are not allowed to do Custom Field Mapping.Discovery

Title says it all. This issue (lack of Custom Field Mapping) was addressed in a post that’s hidden behind the private Dynamic JO beta group walls. It has not been solved, and it is (and will continue to be) a major pain point until a solution is implemented. @vmallya, is this something that’s on the roadmap to be re-released in dynamic JO, since the feature was present in advanced JO and was removed? Seems to be a pretty common use case.When building case fields in the dynamic JO, we’re only allowed to choose from three data types (number, boolean, string).   This becomes an issue when we then try to map those case fields to an email field in the template. Those fields (as strings) are only available in the name fields.  For comparison’s sake, in advanced JO, this was never an issue, since we were able to quickly map those strings to an email data type (or any other data type available in the Custom Field Mapping).  Would it be possible to add additional data types in the Dynamic JO Ca

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rrobinson
1 day ago
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Elana CipinContributor ⭐️⭐️⭐️⭐️
Reconfigure Query in Active JO (new version)Development

I’m trying to adopt the new version of Journey Orchestrator, but keep finding areas where it’s not in parity with the old version! In the new version, if your participant list is based on a query, that query can’t be edited once it’s active. It can’t even be edited if you pause the journey. The only solution I see is to clone the journey, make updates in the new, and activate changes in a new program. TL;DR this is a hassle, and time consuming! This is challenging because you have to then manage different versions, potential exclusion list for the new JO to not pull in participants from an old version, you have to monitor the old to make sure everyone has complete before stopping, you have to create reports to get analytics of all versions, etc. Would love to see the flexibility that the old version had, where you can adjust your queries on active JO’s. 

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rrobinson
1 day ago
Julian
JulianGainsight Employee ⭐️⭐️
published in Phrases
Hidden Phrases: (Customer Communities standard) Login / Registration pages

Some text strings on the community cannot be edited with our live-edit tool, e.g. when you can only see a text string when you are not logged-in. In these cases, you will have to add the phrase manually. For this you will need to know the codes so you can add it via the Control environment in Control → Customization → Phrases.In this topic you can find the details to change the phrases on your login & registration pages. Note: This only applies to the standard Customer Communities login / registration, not login via SSO!How to change a textNavigate to Control → Customization → Phrases. Click Add phrase Add Module and Key in the details panel (see list of modules and keys below) Provide Translations in the Translations panel Click Save changes, your new phrase should be applied The login page 1. TitleModule: CommonKey: login.detail.title2. Description*Module: CommonKey: login.detail.descriptionWithRegistrationLink *Add the variable {registrationLink} to the description to include a

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Charles Dane
1 day ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Meetings & Office Hours
Thursday US Admin Office Hours (CS Platform): Dec 12, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello everyone!  Apologies for the late post today!This thread is for today’s Thursday Admin Office Hours session, Thursday, December 12, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm 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):Thursday, December 12, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09 Meeting ID: 955 6488 6548Passcode: 296864 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/aeD4b4SdoB

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sdrostgainsightcom
1 day ago
timcavey
timcaveyHelper ⭐️⭐️
asked in Customer Communities (CC)
Configuration for mobiles - what options do we have?

We can change how our forum homepage looks, adding, removing and changing the order of how features appear with ease. It’s great!   But 80% of traffic to one of our forums is from a mobile. Most of this traffic lands on a subforum homepage or on specific topics. We want to optimise the display of these areas for this device type, but I don’t seem to have many options to do this.  Are there options (or plans) for mobile-display-only settings? When changing features on the homepage, will this effect the view of sub-forum homepages? Discussion point: how best do you prime a forum for mobile use? For one thing, we need content that’s concise…. any other tips, get sharing!  

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Yoeri
1 day ago
Aleksandra
AleksandraGainsight Product Manager
published in Data Catalog & Connectors
How to connect Tableau Online with Customer Communities Data Lake through BI connectorTutorial

Do you want to learn how to connect with the Tableau Desktop App? Refer here.In your communityIn your community, login to Control and navigate to Integrations > Apps > BI Tools Connector Go to the Installation tab to get your Amazon Web Services (AWS) access keys (access key ID and secret access key) that you will need to set up the connection Click on the Install button  The secret access key will not be shown again after you leave that page. Make sure you copy and store the secret access key. Keep your credentials secure. Publicly exposing your credentials can result in your account being compromised.  Tableau Online App Go and log into your Tableau online app Click on explore on the left sidebar Click on New and select Project: Add a title and a description then click on Create: Once the project is created, click on it: Click New, and select New virtual connection: Then search for Amazon Athena and select it: You will get to the connection setup page:

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Aleksandra
1 day ago
anirbandutta
anirbanduttaExpert ⭐️
published in Community News
Where is my badge?Blog

Ranks and BadgesRanks accrue over time based on your depth and variety of engagement on the Community indicating the value brought to the Community by the member over time.This is Automatic and denoted by the icons against your profile pic. Read about our Ranking system on the post below.  The Badges you spot in the pop-out while hovering over the user profile pics or on their profiles are tailored for the various initiatives the user participates in that Gainsight offers on the Community and are Manually assigned by the Community team.Initiatives like what certifications did they do, are they participating in a Beta, did they attend (or speak) our annual Pulse conference and other badges that might be more exclusive for certain groups of advanced users.Does your profile miss a badge?Let’s make it simple to address... please let the Community team know on this thread and we will look into it.A great example (above) of cross-checking whether your Certifications are also reflected on you

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revathimenon
1 day ago
Johnk
JohnkHelper ⭐️
posted in Customer Communities (CC)
List of perks and activities others are offering in their Super User programs

Hey all! Our community is looking to implement our own Super User program in 2025 and I spent Q4 researching what others have been doing. Part of that research was finding out what perks and activities others are offering in their programs. Every community is different PerksEarly access to new features and content. Exclusive badges/profile flair, not only for the community but also LinkedIn. Increased storage, upload limits, data related upgrades. Custom emojis or reactions. Priority customer support. Discounts on subscriptions, add-on products, events (some even do free tickets), training. Charity donations made in their name for super user group competitions and challenges. Unique page in community showing all super user members with tidbits of info about them. Some do a “super user of the month” post that also gets posted on LinkedIn and other channels. A private group just for super users. Ability to create and manage sub-communities or groups.  Quarterly sessions with internal rep

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Johnk
1 day ago
justin_bills
justin_billsContributor ⭐️⭐️⭐️
Create a dark/night mode for GainsightParked

I'm not sure if this is on the roadmap, but I'm finding a lot more applications are coming with out with night mode, or dark mode. I'm wondering if Gainisght has any plans to do so in the future. The white background with grey/blue text is hard to read at times and I have to keep my brightness extremely low to use Gainsight at times.

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andr_raposo
1 day ago
nicole_mendonca_6a33dc
nicole_mendonca_6a33dcContributor ⭐️⭐️
The option for a "back" button in the Surveys.Discovery

Currently in the Survey tool, the end recipient is unable to go "back" a page once they select "Next" page. Would love to have the option in case the end recipient needs to go back and edit/add/remove something.  Adding content from @jascharf10’s related Idea:It would be nice to have a back button on a multi-question survey, along with a submit button. For example, I am creating the following question in a multi-question survey: And it would be nice if a customer could go back to confirm what the previous question was, or it would be nice to just go back in general to review answers earlier in the survey. 

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andr_raposo
1 day ago
A
ahamburg9Helper ⭐️⭐️
posted in Customer Communities (CC)
Community & Known Issues

Does anyone use the concept of “known issues” in their community?Something like issues.salesforce.com?I am curious, how you all report known issues to your Customer/End Users.

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A
1 day ago
Ritika Jindal
Ritika JindalGainsight Employee ⭐️
posted in  For CSMs by CSMs
VCAM : Including Mandatory fields in GS assist plugin

Hi Community! We need your feedback via a Virtual Customer Advisory Meeting with our Product Management team. What is the VCAM about?We’ve received multiple requests to display mandatory fields associated with an activity type in GS Assist plugins. Based on this feedback, we’ve created a few design iterations and want to gather input from CSMs and admins. Restricting  logging emails to timeline unless mandatory fields are filledWhat is the Agenda of the VCAM? To present and discuss design options for displaying mandatory fields in GS Assist plugins. Making company/relationship dropdown mandatory Removing the capability to send outbound emails to global timeline draftWhat is the outcome you are looking for as part of this VCAM?We aim to:Share design iterations with participants. Gather feedback on the proposed designs. Resolve open questions and finalize the design that best aligns with the needs of admins and CSMs.When is this happening?Tuesday  10th December  2024  -  11:00  AM ET / 8

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Ritika Jindal
1 day ago
A
ahamburg9Helper ⭐️⭐️
Customizable Relationship Icons in Gainsight Customer SuccessNew Idea

Problem Statement:The current relationship icons in Gainsight Customer Success lack customization options, limiting their ability to visually represent different business contexts. For organizations like ours, where relationships are used to manage multiple lines of business, having a single, static icon creates confusion and reduces the ability to quickly differentiate between relationship types.Proposed Solution:Introduce the ability to customize relationship icons based on specific criteria such as line of business, relationship type, or any other user-defined attributes. This feature could include:Upload Custom Icons: Allow users to upload their own icons that align with their company's branding or specific use cases. Dynamic Assignment: Enable the assignment of icons through rules or conditions based on fields like Relationship Type, Line of Business, or custom fields.Value Proposition:Improved Visual Clarity: Quickly differentiate between relationships at a glance, enhancing usab

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A
1 day ago
A
ahamburg9Helper ⭐️⭐️
asked in Customer Success (CS)
Sign-up - CS Survey in your community

Hey All, Is it possible or has anyone created a survey in CS and used it as signup for a client newsletter. We are looking to revamp our client newsletter, and thought that we could garner interest in parties who would want to see it via a CS Survey. Thoughts?Anthony

243
A
1 day ago
L
lyoungContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Keyword Blocker List

Hello -  Does anyone have a good list of keywords to block where you could potentially send me a link? I’ve googled but there are lots of options, curious if there is one that people recommend. Some of the words on these lists I’ve never even heard of 😂Looking for more than just profanities but also political key words or words discussing violence, etc.  Thanks!

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L
1 day ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Meetings & Office Hours
Thursday US Admin Office Hours (CS Platform): Dec 19, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello everyone!This thread is for our upcoming Thursday Admin Office Hours session on Thursday, December 19, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm 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):Thursday, December 19, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09 Meeting ID: 955 6488 6548Passcode: 296864 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/aeD4b4SdoB

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sdrostgainsightcom
1 day ago
jillian.bejtlich
jillian.bejtlichContributor ⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Let employees bypass pre-mod?

So last Sunday, I briefly checked our community queue (like any CM with no self-control would do) and saw that our CEO had replied to a customer. We always have pre-mod on during holidays and weekends and I had a minor freak out worrying he’d be frustrated his post got caught in the approval process. He was fine with it, but it reminded me I need to figure out how to let employees bypass pre-mod.I think the most obvious solution is to add all employees to the Superuser role as we’re not using it otherwise, but is there a better way?Also, at some point over the past year someone on my team apparently deleted the Superuser role from the role list. I’ve added it back by just recreating a Superuser role, but is that enough or was there more behind the scenes?Thanks!

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Kenneth R
1 day ago
S
Saichand MoturiContributor ⭐️
Ability to Modify CTA type after creating CTA in cockpitNew Idea

One of our customer reached out to us saying, If we can modify the CTA type after creating CTA, Tried checking  looks like it is not editable once we create CTA.

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755
HollySimmons
1 day ago

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