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danielle.leroux
danielle.lerouxContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Access Denied When Downloading Attachment

Hi there! Wondering if anyone has run into this issue before on their community… Lately, we’ve had several users say they run into an ‘access denied’ message when trying to download an attachment, but then the issue seems to resolve itself several minutes later. Anyone know why this is happening? 

91
revathimenon
3 days ago
A
ahamburg9Helper ⭐️⭐️
asked in Customer Communities (CC)
Gainsight CC and Xyleme

Hey All,Just wondering if anyone has set up a connection between Gainsight CC and Xyleme LMCS?If so, can you talk about your experience in doing so? We are struggling to get the connection up and running and was wondering of you have had previously implemented something like this before!Would love to chat! Anthony

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A
3 days ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
posted in Customer Communities (CC)
Federated Search Maintenance Tips

We’ve been using the Federated Search API since it was in beta 3 years ago and it’s been one of my favorite Gainsight CC features ever since. Content from other systems that we index with Federated Search: LMS Courses Lessons within Courses Documentation API Documentation Our Marketplace of Templates, Snippets, and AcceleratorsMaintenance TipsFor content that changes frequently -- ex. Documentation articles added/removed/consolidated/restructured -- you need ways to keep your search content up-to-date. If not, the search results may be incomplete and/or full of broken links. Here’s how we do itWe use Zapier, but the concepts could be applied to other automation tools.Trigger Sheets in Google Sheets New rows trigger the automation Prefilled dropdown options for types of updates New article / New URL to index Deprecated article / URL (remove the link so as to avoid broken links) Updated Meta description of the article When the team publishes changes to documentation, they fill

548
A
3 days ago
asanos
asanosContributor ⭐️
published in CC｜デザインの変更
SSOログイン時のユーザー名登録ページのフレーズ変更

あなたのコミュニティがSSOログインを使用している場合、ユーザはユーザ名を定義し、利用規約に同意する必要があります。なぜこの情報なのかコミュニティ上のテキスト文字列の中には、ライブ編集ツールで編集できないものがあります。 このような場合、手動でフレーズを追加する必要があります。 そのためには、Control → Customization → Phrases.のControl環境で追加できるように、コードを知っておく必要があります。ページタイトルモジュール： CommonKey: pagetitle.set.usernameサブタイトルModule： フォーラムKey： Choose your username. This name will be displayed in the topics and responses initiated by you.ユーザー名Module： CommonKey: setUsername.form.username.titleプレースホルダ text usernameModule： ForumKey： Enter an unique usernameEメールモジュール： CommonKey: setUsername.form.email.titleプレースホルダ text emailModule： ForumKey： Enter your email address利用規約モジュール： Forum TermsKey： I accept the {terms}.注意:このフレーズは変数を使用し、規約ページのリンクと名前を自動的に含めます投稿Module： CommonKey: set.username.submit注意:ここには表示されないフレーズが他にもたくさんあります（エラーメッセージなど）：Forum｜An forum account is already existing with e-mailaddress {email}. Because of this we can‘t create a new account for you. Please {loginurl} with this e-mailaddress. Forum｜sso.maillink.send Forum｜sso.mailnotification.

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asanos
3 days ago
asanos
asanosContributor ⭐️
published in CC｜デザインの変更
エラーページをカスタマイズする方法

この記事では、403、404、500エラーページのフレーズを変更する方法について説明します。 ページを表示する前に、ログインするか顧客になる必要があるかもしれません。 フレーズはコミュニティプラットフォーム上でカスタマイズ可能なテキストです。 例えば、「ログイン」ボタンを「Lets go! すべてのフレーズにはデフォルト設定がありますが、プラットフォーム上のほぼすべての言語は変更できます。 通常、ライブ編集を使えばコミュニティ上で文字列を変更することができます。 しかし、いくつかのフレーズはバックエンドで手動で変更する必要があります。 始めるには:  Controlに移動します。 コントロール環境→Customize→Phrasesに移動します。 右上の"Add Phrase” をクリックします。  フレーズエディタが表示されます。 Detail： Pモジュールとキーが変更されない再決定コード。 Translation： 新しいフレーズに言ってもらいたいカスタマイズ可能なテキスト。 ここでは、HTMLおよび/または画像/gifを使用することができます 。 **重要**エラーページをカスタマイズするには、2つの別々のフレーズを作成する必要があります。 1つはタイトル用、もう1つは本文用です。 以下を参照してください: 。 以下では、フレーズエディタのモジュールとキーセクションに必要な詳細について説明します。403エラー403エラーは、ユーザーがアクセスできないページを見ようとしたときに表示されます。 例えば、モデレーターボードやログインユーザーのみが利用できるコンテンツなどです。タイトル:モジュール:Forumキー:エラー.403.Title本文:403のアクセス拒否ページのために2つの別々のメッセージを作成することをお勧めします。 ユーザーにログインを促すものと、たとえログインしてもアクセスを拒否されるもの、たとえば従業員やパートナーだけが閲覧できるページです。 ユーザーにログインを促す。 ログインに関係なくアクセスを拒否する  モジュール： Forum モジュール： Forum キー : error.403.guest キー: error.403  例として、403エラ

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asanos
3 days ago
asanos
asanosContributor ⭐️
published in CC｜デザインの変更
ログインページのフレーズ変更

例えば、ログインしていないときにしか文字列が表示されない場合このような場合、手動でフレーズを追加する必要があります。 そのためには、 コントロール → カスタマイズ → フレーズ.のコントロール環境から追加できるコードを知っておく必要があります。 ；注意: これは標準のカスタマーコミュニティログイン/登録にのみ適用されます。SSOによるログインではありません！。テキストを変更するには？コントロール→ カスタマイズ→ フレーズに移動する。 フレーズを追加をクリックします。 詳細パネルにモジュールとキー を追加します。 翻訳パネルで翻訳 を提供します。 変更を保存をクリックすると、新しいフレーズが適用されます。 ログインページ。 1. タイトルModule： CommonKey: login.detail.title2.説明*モジュール： CommonKey: login.detail.descriptionWithRegistrationLink ；*"Create account" リンクを含めるために、説明文に変数 {registrationLink}  を追加する。アカウント作成リンクモジュール： CommonKey: common.loginBox.register3. Username or EmailModule： CommonKey: loginBox.usernameOrEmail4. パスワード重要：これを変更すると、登録ページのフレーズも変更されますモジュール： CommonKey: loginBox.password5. Remember meModule： CommonKey: loginBox.rememberData6.ログインボタンModule: common.loginBox.loginKey： Login7. Forgot password?Module: common.loginBox.forgotPasswordKey： パスワードを忘れましたか？ ログインページのエラーメッセージ。 ユーザー名/パスワードが無効:モジュール: Commonキー: validation.login.invalid 登録ページ。 1. タイトルModule： 共通Key: registration.detail.title2.説明*モジュール： Co

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asanos
3 days ago
C
CansuContributor ⭐️
asked in Customer Communities (CC)
Zapier webhook & moderation automation

Hi everyone! We have built an automation thanks to inspiration found here (mainly from ​@DannyPancratz, TY!) but having some struggles to get the zap working properly -initially it worked for some days and stopped to receive any new records-  Did anyone else face this? How did you resolve it? Thank you!

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DannyPancratz
3 days ago
vgaurav
vgauravGainsight Employee ⭐️
posted in Training & Certification
Gainsight Level 3 Admin Exam Preparation and Review Course! 

 📣New Course Alert: Gainsight Level 3 Admin Exam Preparation and Review Course!🚀Dear Community Members,We are thrilled to announce the release of our Gainsight Level 3 Admin Exam Preparation and Review Course ! This course is specifically tailored for individuals who have completed the introductory e-learning modules, participated in relevant instructor-led courses, and accrued at least 6 months of hands-on Gainsight administration experience.Purpose:Our goal is to help you revisit and consolidate your knowledge of key concepts and functionalities ensuring you are fully prepared to excel in the Gainsight NXT Admin Exam.Important Note:This course is currently available in a "Beta" version. While the foundational content is ready, we are continuously refining and improving the material. During the Beta period, this course is free of charge! Please note that starting February 1st, accessing the course will require the purchase of the exam. We invite and appreciate your feedback to make

171
lila_meyer
3 days ago
A
Anonymous
Ability to add custom emojisOpen

I’d like to see the ability to add custom emojis. We have a number of them that we currently use in our Slack community and there doesn’t seem to be a way to bring these over into inSided. Seems like a missed opportunity to amplify and personalize content in topics, etc. 

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344
Johnk
3 days ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Meetings & Office Hours
Tuesday US Admin Office Hours (CS Platform): Dec 17, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hello everyone!This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, December 17, 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, December 17, 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

162
F
3 days ago
K
KateContributor ⭐️⭐️⭐️⭐️⭐️
Need the ability to schedule JO Conditional Wait & Wait Timers for a specific date/timeNew Idea

Hello, Our team needs the ability to send our JO programs at a specific Date/Time in JO. Ideally we want the ability to combine this with a conditional wait so that a certain criteria would have to be met AND it would have to be the specified date/time chosen. Currently, once the condition is met, the subsequent step (e.g. email) will trigger in JO. We want to be able to wait until the condition is met AND it’s the specified date (i.e.  when condition = true AND date = Friday  AND time = 9 am EST) Our use case - we want to remind only the people who have not already taken a survey that it’s the last day to take that survey. The survey closes on Friday at 5pm EST. Thanks!

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dayn.johnson
3 days ago
M
mwoodallContributor ⭐️
asked in Product Experience (PX)
Engagement not launching

I am finding when creating an engagement with a redirect, the redirect will work but then the engagement doesn’t launch until the screen is refreshed.  Has anyone come across this? 

273
rschlette
4 days ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
posted in Build Communities
Tip: Archive (don't delete) old content

Richard Millington asked about what you do with outdated content on Linkedin. My reply has received some positive feedback and I thought I’d share here. Create an Archive categoryCreate community category Adjust permissions to be only visible to adminsOnly Delete Posts You’ll Never Need AgainThere are plenty of use cases for when Deleting/Trashing a post is the best move (spam, violation of guidelines, etc.). But IMO outdated content is not one of them. It’s just as easy to move the topic, as it is to Trash it. BenefitsThe URL still works if people reach out. What if users had it bookmarked? What if that post is linked in another post? Etc. Etc.  If you trash the post, you won’t be able to find it (at least not easily) If you archive the post, the link will still work for Admins, and the topic will still come up if you search the title in content moderation views or front end search (if you have the permission to see the archive).  If needed, it can be updated and moved back to a cat

613
Nadia Nicolai
4 days ago
Tori Jeffcoat
Tori JeffcoatGainsight Employee ⭐️
Get More from Staircase AI | Dec 2024 Release Notes

Staircase recently joined the Gainsight ecosystem, and we’ve been busy with a number of enhancements in the last few months that make our customers lives easier, and our insights more powerful. Check out our newest updates below!  📝 Custom Report BuilderUnderstanding your customer and team data is no longer confined to out-of-the-box standard reports. Just click ‘create new report’ from the Reports section, select your columns and filter to the accounts you wish to assess - then save it, share it, and use it!  🤖 AI Tasks (Beta)We all get a lot of email - and to better manage your asks and open tasks, Staircase’s new AI tasks will detect possible action items on your communications and surface them as task reminders under the notification bell in the upper right hand corner of Staircase. Choose which tasks to keep and complete, or mark is not relevant. 🤖 Ask Me Anything AI (AMA) (beta)Introducing Staircase AI Ask Me Anything - An account-level beta feature allowing users to query any

670
Tori Jeffcoat
4 days ago
clingley
clingleyContributor ⭐️
asked in Customer Success (CS)
Allow CSMs to create recurring CTAs themselves?

Is there a way that CSMs can set up Recurring task themselves that doesn't require building a flow for each CSM based on the specific task they want to make recurring? 

231
Jagari Das
4 days ago
dayn.johnson
dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️
CC's Gainsight AI needs the same feature-level toggles as Gainsight CS's AIOpen

What the subject line says -- CC admins need the ability to control which Gainsight AI features we want to roll out, not an all or nothing toggle. It looks like there are now a couple different toggles in the sandbox (vs. our production environment), but nothing near as granular as what’s available in CS.Our use case: Our security team has to review all new AI features before we enable them. While they’ve approved everything available now in production, they have not yet approved the new “Search Summary” feature that shows up in our sandbox environment.As a CS user starting a CC migration, this is yet another case I’ve found of a lack of #productparity between these different Gainsight platforms.​@Kenneth R, ​@revathimenon, I’d love to get some eyes on this!Gainsight CS settingsGainsight CC settings (production)Gainsight CC settings (sandbox) 

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294
Yoeri
4 days ago
angela_domenichelli
angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️
Email signatureNew Idea

CSM would like to import their signature as formatted in Outlook to Gainsight.   CSM wants to include in email assist templates and JO.  

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128435
Karo
4 days ago
Julian
JulianGainsight Employee ⭐️⭐️
posted in Moderating content
Move content (topics, questions, comments, etc.)

There are several ways to move content on the community. Let's have a look at the different options: Moving a topic (question, discussion, article, idea) It is very easy to move a topic to a new location. Simply select the desired destination in the drop-down menu: Some notes on this: After moving the topic, the community will send a notification to users who subscribed to a category that a new topic has been created If you move a topic from category A to category B, the statistics will still count it as being created in category A. This has consequences on some levels, e.g. for the calculation of Badges (for example: x amount of topics created in category 😎. Moving one or several comments (to an existing topic) It might also happen that a post (or more posts) fits in better with a topic that already exists. In that case, you can move the content to another topic so you everyone can keep track of the discussion in a better way. Select these comments and use the butt

64913
R
4 days ago
seth
sethGainsight Employee ⭐️⭐️⭐️
Use Mass Edit to add PlaybooksNew Idea

I have a bunch of CTAs I've created for my CSMs using a Rule, and then I adjusted their Close Dates using DataLoader. I would like to use Mass Edit to apply a single Playbook to all of those CTAs at once, instead of having to do it to each CTA.

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14311
N
4 days ago
nuts
nutsHelper ⭐️
asked in Customer Success (CS)
オプトアウト設定をメールテンプレートに埋め込む方法

オプトアウト設定で作成したフォームを、メールテンプレートに埋め込むにはどのように設定するのでしょうか？ユーザーからの配信停止希望を受け取るための設定をメールに追加したいです How do I set up a form created with opt-out settings to be embedded in an email template?I would like to add a setting to my email to receive unsubscribe requests from users.   

101
nuts
4 days ago
K
kristineoContributor ⭐️⭐️
posted in Customer Communities (CC)
Feedback re: Notification Center

Hi everyone,  Apologies if this isn’t the right category or area for this, but wanted to share some feedback that we’ve gotten from our users so far re: the notification center. We’re aware that it’s still an open beta, so hopefully some of these things are already known and are being worked on 🙂Clearing out notifications: Having the ability to “Clear All”  or “Mark all as read” vs. doing it one-by-one Timeliness of notifications/lack of clarity around what things trigger a notification:  “Just about every time I come to the page, I see one or more notifications at the top of the page by the little bell icon.  When I click on that, I can see old notifications, but nothing new.  This last time, the last “new” notification was showing from 20 hours ago, yet I had been to the page and cleared out all recent notifications within the last hour or two.  It seems to be pretty random.  There are times when I know there is something new (due to an e-mail I saw come in), but yet that won’t show

60
K
4 days ago
bradley
bradleyExpert ⭐️
Please Improve Relationship Section Experience in Horizon C360New Idea

This could probably be split across multiple posts but they’re all related so I’m posting here as a longer “thread” for these ideas.Because with Horizon 360 we can remove users ability to create and edit relationships from the C360 so I’m taking another shot at configuring a “Relationships” Tab for the C360 layout. There are two main areas this could really be improved, both are on the admin side and one really impacts the user experience: Admin Configuration Experience of the Relationship Sections in C360:In List View, reordering fields is a nightmare. If I move the last field to the second position, it doesn’t move everything else below it down one slot, it just swaps the two fields. So if I want to move one item up in the list, I have to then reorder every other field below it, each time. This is a step back from how field ordering works in report layouts for show me fields, for example. Even the experience between List and Card view is different, as Card view has slots in a layout

9
374
bradley
4 days ago
J
Jordan FilipContributor ⭐️⭐️
asked in Customer Success (CS)
Adding Success Snapshots to a Journey Orchestrator

We run quarterly QBR’s for all clients where we have a 3 call 3 email cadence and then send a success snapshot if we don't get a meeting scheduled. I am trying to just add the success snapshot to the last email if it makes it that far but don’t see a way to do that. I know there is an older post where there is a workaround but it seems to be an internal workaround but not for external sharing. Any insight?

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M
4 days ago
M
MimiNotoContributor ⭐️
asked in Customer Communities (CC)
How do I create an Event Overview page?

I am looking to build an Event Overview page on our community very similar to the one Gainsight has here: https://communities.gainsight.com/events?tab=upcomingI was told this can be built out of the box, but when I went through all the Events documentation, I didn’t find any information on how to do this.  I am in an Admin user role, and have the ability to create new events when I navigate to the Event section of the platform.Can anyone help point me in the right direction?  I can’t even figure out where to start building this page!

272
M
4 days ago
bradley
bradleyExpert ⭐️
Add Relationship to Already Created CTANew Idea

Today, once a CTA has been created as a Company CTA, you cannot add a Relationship to it, even if that CTA Type is available for that particular relationship.This means, that as a user, if you created a CTA and forgot that step, or you want to retro-actively add it due to a new workflow, you would have to delete that original CTA and create a new one. This is not idea, because 1) that is an obscene amount of extra work to add a value to a field 2) You would lose out on the original metadata including, but not limited to - the original CTA created date, original due date, task completed dates, etc. If I have an already created CTA, the OOB Relationship field should be editable as long as that CTA type is available for that Relationship type. Even creating secondary, duplicate lookups is a waste of time because then you have two places to enter in the same data and it gets to be a confusing mess. The fact that we cannot change this makes for a poor use experience and a very inflexible de

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111
dayn.johnson
4 days ago

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