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michael_sweeney
michael_sweeneyHelper ⭐️
asked in Customer Success (CS)
Change RGB code for Scorecard Labels

I have been working with a customer who would like to change the RGB code for Scorecard Lables. You can not change the colors with custom colors since label is a lookup to the scoring scheme definition and colors need to be set from the scorecard. The question is, why can't you change the RGB code through this option?

733
ChiragJ
23 days ago
hillarydj
hillarydjContributor ⭐️⭐️
Ability to Edit CTA Name in c360 Side BarNew Idea

Ability to edit the CTA name in the new c360 side bar.With the new side bar - we are able to make update to tasks, task names, etc.However, in order to edit the CTA name, we have to click on the name - which opens up a new page.If we are able to edit the CTA name in the c360 side bar, it would streamline CSM workflows. Thanks!

2
91
J
23 days ago
ellenoangieslistcom
ellenoangieslistcomContributor ⭐️⭐️⭐️⭐️⭐️
asked in Customer Success (CS)
Objective Order on Success Plan Template

I love that you can add a template to Success Plans, however I am having a few issues.  When I add objectives to the Success Plan Template the order is different when the CSM applies the template.  Is there a way to make Success Plan Templates editable like playbooks where you can move the order of the objectives around and then they show up in that order for the CSM?  Right now I keep battling with the template by adding and deleting tasks to get them in the order I want, and then for some reason they still show up in a different order when applied to the Success Plan.  

27311
rahul_prayakarao
23 days ago
MayurGhiya
MayurGhiyaGainsight Employee ⭐️
published in Languages
Create Localized Topics

IMPORTANT: This feature will be available soon in your community environment.This article guides community managers, administrators, and end users in creating localized topics, such as articles, questions, and conversations.Overview Prerequisites Create Localized Articles Create Localized Conversations Create Localized QuestionsOverviewLocalized or language-specific topics allow community managers to create a familiar space for diverse end users. Once end users select their desired language in Destination, topics, such as articles, conversations, and questions, curated in that language become available.Note: Currently, localization capability option is available only in Community and Knowledge Base platform modules.PrerequisitesCommunity managers and administrators must enable the language from the Languages page to create language-specific articles in Control. To allow users to create language-specific conversations and questions in Destination, community managers or administrators mu

180
MayurGhiya
23 days ago
MayurGhiya
MayurGhiyaGainsight Employee ⭐️
published in Languages
Create Localized Community

IMPORTANT: This feature will be available soon in your community environment.This article guides Control users in creating a language-specific Community category structure.Overview Prerequisite Create Localized CommunityOverviewA localized Community category helps region-specific users get started and navigate the community platform effectively. It enables community managers to offer a seamless experience tailored to diverse community users.PrerequisiteEnable the language on the Languages page for which you want to create a localized Community category structure. For more information on how to enable a languagec, refer to the Configure Language Settings article.Create Localized CommunityTo create a localized Community category structure:Log in to Control. Navigate to Platform > Community. The Community page appears. From the language dropdown list, select the language for which you want to create a category.Create the Community category structure with the required sections, nested s

210
MayurGhiya
23 days ago
MayurGhiya
MayurGhiyaGainsight Employee ⭐️
published in Languages
Create Localized Knowledge Base

IMPORTANT: This feature will be available soon in your community environment.This article guides Control users in creating a language-specific Knowledge Base structure.Overview Prerequisite Create Localized Knowledge BaseOverviewA language-specific or localized Knowledge Base (KB) structure allows you to deliver a truly end-to-end localization experience for your community users. Furthermore, a localized KB structure is visible to community users only when the language is selected from the language picker dropdown list in Destination.PrerequisiteEnable the language from the Languages page for which you want to create a localized KB structure. For more information on how to enable a language, refer to the Configure Language Settings article.Create Localized Knowledge BaseTo create a localized KB structure:Log in to Control. Navigate to Platform > Knowledge Base. The Knowledge Base page appears. From the language dropdown list, select the language for which you want to create a catego

200
MayurGhiya
23 days ago
baji_bathula
baji_bathulaGainsight Employee ⭐️
posted in Meetings & Office Hours
EMEA Admin Office Hours(Tuesday session) -22/10/2024

This thread is for the Admin Office Hours session for Tuesday Oct 22nd,2024. Submit your questions to this thread and we'll address them during our session at 10-11:30 AM UK TimeThere is no need to register for the sessions anymore.Join Zoom Meeting:https://gainsight.zoom.us/j/99150084271?pwd=QmozQkpNSm1rMDZPYk1mZGE0NHhKUT09Meeting ID: 991 5008 4271Password: 931784One tap mobile+16699006833,,99150084271#,,1#,931784# US (San Jose)+12532158782,,99150084271#,,1#,931784# US (Tacoma)Dial by your location        +1 669 900 6833 US (San Jose)        +1 253 215 8782 US (Tacoma)        +1 301 715 8592 US (Germantown)        +1 312 626 6799 US (Chicago)        +1 346 248 7799 US (Houston)        +1 646 876 9923 US (New York)        888 475 4499 US Toll-free        877 853 5257 US Toll-free        +91 80 71 279 440 India        +91 116 480 2722 India        +91 22 48 798 004 India        +91 224 879 8012 India        +91 226 480 2722 India        +91 22 71 279 525 India        +91 406 480 2722 In

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baji_bathula
23 days ago
baji_bathula
baji_bathulaGainsight Employee ⭐️
posted in Meetings & Office Hours
EMEA Admin Office Hours(Thursday session) -24/10/2024

This thread is for the Admin Office Hours session for Thursday Oct 24th,2024. Submit your questions to this thread and we'll address them during our session at 1-2:30 PM UK TimeThere is no need to register for the sessions anymore.Join Zoom Meeting:https://gainsight.zoom.us/j/99150084271?pwd=QmozQkpNSm1rMDZPYk1mZGE0NHhKUT09Meeting ID: 991 5008 4271Password: 931784One tap mobile+16699006833,,99150084271#,,1#,931784# US (San Jose)+12532158782,,99150084271#,,1#,931784# US (Tacoma)Dial by your location        +1 669 900 6833 US (San Jose)        +1 253 215 8782 US (Tacoma)        +1 301 715 8592 US (Germantown)        +1 312 626 6799 US (Chicago)        +1 346 248 7799 US (Houston)        +1 646 876 9923 US (New York)        888 475 4499 US Toll-free        877 853 5257 US Toll-free        +91 80 71 279 440 India        +91 116 480 2722 India        +91 22 48 798 004 India        +91 224 879 8012 India        +91 226 480 2722 India        +91 22 71 279 525 India        +91 406 480 2722 Ind

70
baji_bathula
23 days ago
hrobinette
hrobinetteExplorer ⭐️
Don't allow user to complete course until assignments have been gradedNew Idea

During the course, a user can complete assignments. In some cases they need to be manually graded. For example, they share a link to a CPQ quote they created and I would need to verify it is correct. It would be great to not allow them to complete the course until I approve the assignment. This would allow for better control over making sure everything has been completed. 

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20
hrobinette
25 days ago
H
Hannah BaileyContributor ⭐️⭐️⭐️⭐️⭐️
Post Articles in more than one KB base categoryNew Idea

If an article covers multiple category or sub-category level subjects. Making the content accessible in each knowledge base category.This would be a game changer for our community. Our different products uses the same features and need to be able to have the same KB guide in multiple categories. 

0
10
H
26 days ago
N
ndollimo_btContributor ⭐️⭐️
API - Idea votes should also return the date that the vote was submitted.New Idea

Currently when retrieving ideas from the Community API, the votes will be included as an array of user ID values. It would be good to also include the date that the vote was submitted. This information is very useful for viewing votes over time during reporting. Current response data structure:  

3
210
N
26 days ago
balajibv
balajibvContributor ⭐️⭐️⭐️
Rule Engine PriorityNew Idea

Since our only solution to join two tables is Data Designer, we do end up with multiple DD that needs to run on a daily basis. Despite scheduling them in different times, there is only 24 hrs in a day!So it would be good to assign a Priority score so that if there are multiple DD / Rule that has to run at the same time, the engine can use the Priority score to move the important ones to the top?While we are there, it would help if we can add a flag “Run during lean times” where the Rules Engine

0
10
balajibv
26 days ago
A
AbidGainsight Employee ⭐️
Emails got triggered to the participants from multiple steps one after the other after the program was published due to bot clicksNew Idea

Hi Team,In a program the branching was configured based on the clicks but due to bot clicks the participant started moving forward and reached end of the journey in very less time. Requesting product team to enhance the behaviour to avoid the issue that can happen due to bot clicks.

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20
A
26 days ago
P
pkiddContributor ⭐️
Conditional/branching Fields in 360New Idea

It would be useful to have conditional or branching fields that appear only when another field is filled in to reduce clutter on 360 pages. For example, if an account has a partner associated to it, we would like a “Partner ID” field to appear when the Partner field is not null. If the customer is on-prem, a field that indicates their hosted location should be hidden for any SaaS customers. We have many more similar use cases for this. It causes some confusion for CSMs when we display too many fields that are not applicable for certain accounts. 

2
121
M
26 days ago
D
DebraBContributor ⭐️
Survey Engagements - Automatically End When Response Rate MetNew Idea

With Engagements, particularly Survey types, it would be useful if there was a way to define the rules to automatically end the engagement after a certain # of responses or response rate has been reached.This may be useful for other engagement types as well but most applicable when running surveys. It would be great if we could define a threshold or response rate to use as criteria for automatically ending the engagement.Thanks

0
90
D
26 days ago
A
AnkitaGainsight Employee ⭐️
CS Crank Up Webinar Recap: Supercharge Your Sales Pipeline: Leveraging CSQL for Customer Success-Sourced LeadsNew Idea

In the recent Gainsight Crank Up webinar @Ankita and @sharon talked about what CSQLs are, why they’re important, how they work, how Customer Success can contribute to revenue growth, the importance of cross-functional collaboration between CS and Sales teams, and best practices for developing a successful customer success-led sales program.Here are the topics that were covered during the webinar:What is a CSQL?A Customer Success Qualified Lead (CSQL) is a lead identified by the Customer Success (CS) team as a potential opportunity for expanding revenue, whether through upsells, cross-sells, or renewals. Unlike traditional leads sourced by marketing or sales, a CSQL is driven by the CS team’s direct interactions with customers, their understanding of customer needs, and their ongoing relationship management.Why are CSQLs Important?CSQLs are crucial because the CS team is in a prime position to spot growth opportunities within existing customer accounts. By leveraging their in-depth know

0
60
A
26 days ago
S
Sai Kumar PadalaGainsight Employee ⭐️
KC bot to open depending on the position on the screenNew Idea

The KC bot does not open correctly when it is moved across the screen.Please find the attached video: https://share.zight.com/2NuobDEp 

3
142
S
26 days ago
balajibv
balajibvContributor ⭐️⭐️⭐️
Scheduled Reports only comes as LinkNew Idea

When you schedule a report, the email we get is a link to the generated report. This defeats the purpose of this scheduling in the first place.Can we have the report itself as whatever format chosen, as an attachment to the email.This is very important as we need to deliver “status” reports to ELT and they want it in an email. They are NOT going to click a link, download it and then open. Especially on the phone. 

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30
balajibv
26 days ago
T
TamararContributor ⭐️⭐️⭐️
Custom buttons as cards, without needing codeNew Idea

I've been working on an engagement similar to the one created by the Gainsight team. I've used the sample code from this article. I'd like to propose a feature that could make our lives a lot easier and our interfaces more visually appealing. Currently, creating custom buttons requires us to dive into HTML and CSS, which, while functional, don't look good.Would it be possible to integrate a custom button editor directly into the Gainsight PX editor? This would allow us to easily insert and define button actions and customize styling without touching the code. TLDR: Want to create an engagement like in picture, don't want to edit code. 

1
30
T
26 days ago
joseph_siudzinski
joseph_siudzinskiHelper ⭐️
360 SidebarNew Idea

Hello, I love the new 360 Sidebar that was just released. I’d like to start a thread of ideas/feedback as it gets enhanced. It would be great if we can customize the view to be different than the actual 360 view. Since you are working with less real estate, we’d like to show different data in the sidebar view. Different layouts just like normal 360 layouts have, by company/relationship/user attributes. Allow it to not be a global setting, simply for release/training purposes. We may not want to enable it for everyone all at the same time. 

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41030
kstim
26 days ago
balajibv
balajibvContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Formula Fied - Date Difference - Hours

Im creating a report to see how many hours it takes for the Gong-Gainsight integration to create timeline entries since the activity happened.In the interval, I cant find Hours. Also the resultant value is not decimal either.What is the reasoning for not having Hours, Minutes, Seconds when literally there is Milliseconds? Maybe I should submit that as an Idea.Also I noticed, it ignores the “Time” portion and simply shows the “Day” difference. However same formula shows milliseconds in difference where it considers the time portion. Its confusing how same formula behaves differently based on Interval. This is incorrect as the interval should only affect the FRACTION of the result, not the behaviour.  

492
romihache
26 days ago
Charles Dane
Charles DaneContributor ⭐️⭐️
asked in Customer Communities (CC)
Customize "My Profile" Page

I’m curious if it is possible to customize the “My Profile” page so widgets other than “Popular Tags” and “Badge winners” can be swapped in. Thanks!

423
Alistair FIeld
26 days ago
revote
revoteVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Leaderboard widget and leaderboard page doesnt obey excluded roles

We have two problems. First one appears here as well:Even we have excluded certain roles from the leaderboard widget and leaderboard page, users still appears in the widget and the page. I dont know when this has been started, maybe several weeks ago. Here and in our community as well.I cant find our roles from the leaderboard widget. For example: Administrator or Moderator. There are roles what seems to be roles from other Finnish community. I have selected roles what seems to be moderator role but widget still displays our mods.Is there anyone who have same problems?

479
revathimenon
26 days ago
C
celineleserContributor ⭐️
Adding a hyphen = bullet pointsNew Idea

It would be great if when I am adding an activity to a timeline that I if I start a bulleted list with a hyphen that it automatically formats in the textbox to a bulleted listcurrently it looks like this:-fdsjds (with a space inbetween the hyphen and the text)and I would like for it to default to this:fdsjds

1
10
C
27 days ago
NormRasmussen
NormRasmussenGainsight Employee ⭐️
posted in Customer Education (CE)
Gainsight CE's Upcoming Office Hours: Let's Talk Webhooks!

We're excited to bring back our Office Hours sessions, coming back strong to talk about Webhooks with Gainsight CE! 🪝 What are Webhooks? Webhooks are an integral part of how an organizations tech stack talks to other applications within the tech stack. CE Webhooks automatically send real-time data—like learner enrollments, course completions, and progress updates—from Gainsight CE to other platforms such as your CSP, CRM, analytics tools, or internal systems. 🎉 Why Attend?In this session, we’ll explore:What Webhooks are and how they enhance automation in Gainsight CE. Which key events in Gainsight CE can trigger Webhooks (think learner activities, course completions, etc.). Where Webhook data can go, and how it can integrate seamlessly with your existing systems for better workflow automation and data management.🙋🏼 Who Should Attend?This session is perfect for Gainsight CE admins along with their tech teammates looking to automate workflows, share real-time learner data with other

211
cdonargo
27 days ago

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