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S
sarthaksRegistered User

Enable multiple records creation to a linked object from the linked object tab in a CTANew Idea

Hello - We have a use case where it would be helpful to create multiple records (opportunities, cases) from a CTA linked object tab. I do see a related idea: Any update on this?

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S
2 days ago
SmartlyGreg
All Star
SmartlyGregAll Star

Track the downloads of attachmentsOpen

As a community manager we try to always put our customers first and one thing we all hate is filling forms, especially when its for a company that already knows you….We regularly organise events for which recordings are then made available but also create downloadable materials. Because this is also used for demand generation we gate this content on our site. However it would feel very natural to provide access to this content to our known customers within the community. There does not seem to be a dedicated place or topic type for content download sadly. And while we can use a standard article and host the video recording there, and provide links to un-gated PDFs of our materials, this would result in creating a complete black box of lost information about who downloads or watches what among our customers.I would love to see a new topic type for this purpose: content consumption tracking, to put bluntly:This could even take a slightly different format in search results, by having a do

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G
Shoshin
2 days ago
Alistair FIeld
MVP
Alistair FIeldMVP
published in Guides, tutorials and learning material

Terms & Conditions - inspiration and best practices

Disclaimer: We are not running a lawyers office, so this is also no legal advise in any shape or form. We just want you to know what other communities are using for their own terms & conditions page. You should always consult your legal department to make sure that you are on the safe side!While building a new community, you will also have to create a terms & conditions page. This might be a new challenge for you, as you never had to deal with these things before...In this topic we have collected some tips which hopefully will help you to define and optimize your terms & conditions page, so that you're not just waterproof for the future, but also that users can easily understand what they are allowed to do and what not.How to change the Terms & ConditionsGo to Control → customization → phrases. Look up the phrase 'terms' (Module: Forum, key: Terms) Make your changes to the T&C (HTML & CSS styling is allowed) Press save changes View your Terms & Conditions

137111
A
2 days ago
L
LizetteAkkerRegistered User
asked in Customer Success (CS)

Giving two CSMs access to a company record

Hi, We have a supporting CSM role in our environment, and these people assist the CSM with administrative tasks on their key accounts. Can I set up a company to be co-owned by two CSMs?

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L
2 days ago
ashlever
Shoshin
ashleverShoshin

CE: Publish a course without interrupting a user flow if they're progressingNew Idea

When uploading a new version of an activity in a course and notifying users about it, they shouldn’t have to retake the entire course.

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ashlever
Shoshin
2 days ago
ashlever
Shoshin
ashleverShoshin

CE - password option for Open Access authenticationNew Idea

Users should be able to set a password in Open Access/self registration in Gainsight Education. Currently with this authentication option, users have to fill in their first names, last names, and emails every time they need to get into the Education platform (not a great experience).

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ashlever
Shoshin
2 days ago
G
Gabmorris36Gainsight Community new member
asked in Customer Success (CS)

Sending email using JO to an EMAIL DISTRO LIST

I am wanting to send a comm to a few email Distribution Lists, where groups of people receive emails using just one address. Is this something JO has the capability of doing?  Ex. Send to: abc@test.com (put as participant) Received By: a@test.com, b@test.com, c@test.com, etc. Thanks!Gab

1
Tejashwini Golla
Gainsight Employee: Rookie
3 days ago
A
Champion in Training
AnitahgChampion in Training

Integrating marketplace/app store with communityNew Idea

Hi, anyone with experience and/or thoughts on what best practice to integrate a marketplace/app store in Gainsight Community?

1
A
Champion in Training
3 days ago
sdrostgainsightcom
Gainsight Employee: ACE
sdrostgainsightcomGainsight Employee: ACE
posted in Meetings & Office Hours

Thursday US Admin Office Hours (CS Platform): May 16, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello from the Pulse converence everyone!This thread is for our upcoming Thursday Admin Office Hours session on Thursday, May 16, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET.I will try to find a quiet spot in a corner somewhere today to hold our usual Thursday office hours session, but it may not be as high-bandwidth as usual!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, May 16, 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 6548Pas

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K
Shoshin
3 days ago
S
Shoshin
Sharon BokShoshin
posted in Community News

A Guide to Change Management: The 4 "Ts" of Training & Enablement

Change can be daunting. It disrupts the familiar, introduces uncertainty and is often met with resistance. In this blog article, Grace Tester discusses the four crucial elements team leaders need to include in an effective strategy when planning, communicating, and implementing change within an organization. A Guide to Change Management: The 4 "Ts" of Training and Enablement (ncloudintegrators.com) 

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S
Shoshin
3 days ago
A
Champion in Training
AnitahgChampion in Training

Schedule product updatesOpen

Hi, would it be possible to be able to schedule posts? Our tech writers publishing release notes and our documentation would in particular benefit from this feature. 

15
Sudhanshu
Gainsight Employee: Team Captain
3 days ago
sagan_sherlin
Champion
sagan_sherlinChampion
asked in Customer Success (CS)

Rules Engine to close Success Plans?

Is it on the roadmap to give the option to close Success Plans/Tasks via the Rules Engine?  I understand there is the option with Mass Edit.  But there are times when it would be easier to have a Rule that looks for X and closes those items out.  Rather than relying on an Admin to check every so often.If this is already out there, could someone provide the document? =)Thanks! 

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R
3 days ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain

External Attendees : fetch contact from Account HierarchyNew Idea

Is it possible !!..When the user search for contact in the external attendees field of a timeline activity, it should pull the contact from all Accounts for that particular Account Hierarchy?

5
T
3 days ago
juan.delrio
Team Captain
juan.delrioTeam Captain
posted in Build Communities

Looking for your DJ Skemaddox fix?

The star of the Community Unplugged, DJ Skemaddox heheIf you are like me and need to get your dj fix on.  May I suggest, A State of Trance on youtube? I need it when I am updating customer records for misspellings.

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revathimenon
Gainsight Employee: Golden Ruler
3 days ago
baji_bathula
Gainsight Employee: Veteran Rookie
baji_bathulaGainsight Employee: Veteran Rookie
posted in Meetings & Office Hours

EMEA Admin Office Hours(Thursday session) - 16/05/2024

This thread is for the Admin Office Hours session for Thursday May 16th,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

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A
3 days ago
K
katie.rayRegistered User
asked in Customer Communities (CC)

Community Launch Ideas

Hey Team! We’re about to officially launch our new community and Im looking for examples (graphics, linkedin takeovers, etc) for launching the community! Thank you!

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juan.delrio
Team Captain
3 days ago
S
Veteran Rookie
SaifSNVeteran Rookie
asked in Customer Success (CS)

Embed a tableau dashboard link on to a Gainsight Home Page/dashboard

Hey Community, I am trying to embed a tableau dashboard link on to a Gainsight dashboard and getting an error stating: dashboard refused to connect. There are 2 questions here -Is Gainsight application hosted within a company’s domain or is it somewhere else?   Does every Gainsight instance have an IP address? If yes, where can I find it?

1
Mdsingh
3 days ago
Stuart
All Star
StuartAll Star
asked in Customer Success (CS)

CS CSQLs to SFDC Leads - is it possible to add additional fields to push to SFDC?

Hi folks, We’re looking to deploy CSQLs syncing to the Lead object in SFDC.  Lead records in our Salesforce instance require certain fields to be populated to pass validation.  The payload is currently only passing the following fields:Company Description Email First Name Last Name LeadContact LeadStatus SourceIs it possible to add additional fields to be synced?  I’m unable to find a way, either in table view or detail view, to add the fields we require to sync to SFDC.  I’m hoping there is functionality I just can’t see, rather than having to store the leads as GS Leads only then configuring a separate rule to push to SFDC. Appreciate any insight folks have! Thanks, Stuart

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romihache
All Star
3 days ago
Stuart
All Star
StuartAll Star

Relationship Merge - List Relationships in Alphabetical OrderNew Idea

Very glad to see the merge relationships idea has been implemented in Prod, and I’ve been using it successfully since it’s release. A small QoL improvement I’m suggesting is to sort the relationship types by Name A > Z, currently it’s looks to be based on modified date of the relationship type (oldest > newest), which doesn’t really make much sense to me!  Alphabetical based on the name field would definitely be easier to navigate!  

0
Stuart
All Star
3 days ago
mnishimi
Gainsight Employee: Rookie
mnishimiGainsight Employee: Rookie
posted in Gainsight GameChanger Japan

製品Tips：ルールエンジンのCall External APIアクションでGainsightのTimelineAPIを呼び出してアクティビティを登録する

目的この記事では、Gainsightのルールエンジンを使用して、GainsightAPIを呼び出し、Timeline APIを通じてアクティビティを登録する方法を説明します。具体的には、CSVファイルからRelationshipのタイムラインアクティビティにデータを登録する手順を紹介します。この記事で紹介する方法は、ルールエンジンから「Single Activity Save API」を利用する方法のため、データを１行挿入するたびにAPIをコールしますので、スロットル制限に注意する必要があります。少量のデータであれば1回のルールでアクティビティを取り込むことができますが、データ量が多い場合は、ルールエンジンを利用しないBulk Activity Save API  を利用したこちらの方法をご参照ください。 シナリオCSVファイルからRelationshipのタイムラインアクティビティにデータを登録する。手順 CSVファイルを準備してS3にUPする CSVファイルに必要なデータを入力します。以下は例です： ContextName,TypeName,ExternalId,Subject,Notes,ActivityDate,Author,CompanyName,RelationshipName,Ant__jie_guo__c,internalAttendees,externalAttendeesRelationship,会議,1234567890,超会議,重要な会議,2024-05-16T01:00:00.000+09:00,mnishimi@gainsight.com,Mariko Test 商事,導入サービス,,xxx@gainsight.com,yyy@gainsight.com...   完成したCSVファイルをS3バケットにアップロードします。 カスタムコネクタを作成する コネクタ2.0の設定画面に移動します。 新しいカスタムコネクタを作成し、Gainsightの APIエンドポイントを設定します。 認証タイプはトークンベースで、ヘッダーにはAccesskey→アクセスキーを入れます。（アクセスキーはGenerate API Access Key参照）URLにはインスタンスのホスト名を入力して保存します。接続テストしてもエラーになりますが気に

0
mnishimi
Gainsight Employee: Rookie
3 days ago
T
Gainsight Employee: Rookie
tejkumarGainsight Employee: Rookie

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.

17
Ester.Memoli
Team Captain
3 days ago
K
Champion in Training
kumaranbcakChampion in Training

Gainsight Home Page - Reports created from Data Designers are of no use when applying filtersNew Idea

Hello Team, I see that the Reports created from Data Designers are of no use in Gainsight Home Page. First of all the Data Designers don’t have the ability to have lookups to other objects. Due to this the reports created from Data Designers aren’t obeying the filters which are being used in Gainsight Homepage. This limitation is significantly reducing the usage of Gainsight Home Page. I understand that there is a workaround available, which is creating an Object instead of a Data Designer. But, the lookup limitations of Data Designer is the root cause for not using the DDs as widely as the rules. Also, I don’t think this limitation is mentioned in Gainsight Homepage FAQs.

14
Ester.Memoli
Team Captain
3 days ago
revathimenon
Gainsight Employee: Golden Ruler
revathimenonGainsight Community Manager
published in All About Pulse

Pulse US 2024 Social Rockstar Contest

Hello folks,Our All About Pulse excitement would feel incomplete without a Social Rockstar!Like previous year, the rules are pretty much the same, but let’s do a quick recap 👇🏽  Share your #Pulse2024 moments on LinkedIn & the user with the highest social activity wins!  Rules to participate:The contest will be hosted ONLY on the social platform - LinkedIn You MUST have a GameChanger community account in order to be considered for this contest. Compulsory Hashtag to be included while posting on social - #Pulse2024 The posts during the 2 days of Pulse ONLY will be considered. More posts, better the chances of winning!   Feel free to get creative with your posts - images, videos etc! Saved the best bit for the last - 1 WINNER will receive a ticket to Pulse US 2025!  Ooo, and once you win the contest, watch out for this star landing on your profile! 

1434
revathimenon
Gainsight Employee: Golden Ruler
3 days ago
Sudhanshu
Gainsight Employee: Team Captain
SudhanshuGainsight Employee: Team Captain
published in Guides, tutorials and learning material

Getting Started with Custom Pages

Custom pages are separate pages that can be created and linked to from anywhere. For example, link to persona pages from the homepage using quick links or add a link to the custom page in the mega menu. Custom pages are not included in any section or topic. Instead, they have their own URLs that you can use to direct users to. When you create a new page, you can give it a unique URL.Custom pages can be created from scratch and linked to anywhere in your customer hub or any other web page or application. You can, for example, use custom pages to create unique landing pages for your customer hub or even new pages to embed content from sources other than inSided.Creating a Custom PageYou can create a custom page from the control environment under Platform.  In your control environment, click Platform in the sidebar and select Custom Pages. Click Add Page in the top-right corner. Add Name, URL slug, visibility permissions and SEO metadata.  The URL of a custom page follows this pattern

107113
Sam77
Shoshin
4 days ago
link_black
Gainsight Employee: MVP
link_blackGainsight Employee: MVP
posted in Product Experience (PX)

Tip of the Week: The in-app NPS gift that keeps on giving

 The majority of our Gainsight customers implement rolling NPS Surveys ( and other Survey types too) as part of the planned digital "lifecycle" for their users.  As you know, these Surveys are used to collect critical feedback on your relationships, products, and/or services, but even more importantly to identify risks early and often so that these can be handled quickly to prevent customer frustration and even more importantly customer churn.  Setting up and launching an in-app NPS Survey with Gainsight PX is quick and pretty easy, plus will generate more views and responses than any traditional email-led Survey campaign. Once your team has created and customized your amazing NPS Survey in PX, they can then use simple Engagement Audience Logic to target the right users, at the right time, and in the right place during their product journey. For example, the Engagement Audience Logic below targets active users to see the first NPS Survey when their signUpDate is more than 90 days ago,

0
link_black
Gainsight Employee: MVP
4 days ago

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