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DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
Trigger Email Campaigns based on SegmentsNew Idea

I can’t believe this idea doesn’t exist yet, as I’m nearly positive this was discussed during the betas for Segments and Email Campaigns. Maybe that’s why… perhaps it was mentioned as on the road map. Anyway, here’s the idea. Current State:Segments can’t be used for automated emailsIdeal State: Trigger Email Campaigns based on SegmentsWhen a user fits the criteria for a segment, they are added to the segment New users in the segment are sent the automated email Use cases: Too many to list. Onboarding, engagement, you name it. Current workaround: Create the segment based on the criteria  Create a custom role Create the automated email based on the custom role Add the custom role via bulk action on the segment Automated email is triggered on add to that user But that is very far from ideal, as it requires manual steps and can’t be fully automated. It blocks real-time use cases like this one I wanted to build: When a user creates their first topic, send them an email to provide helpful co

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10
DannyPancratz
10 days ago
Asritha
AsrithaGainsight Employee ⭐️
No Inline filters available for Picklist, Multipicklist fields in My Portfolio in Gainsight homeNew Idea

Hi Team,We could see that, there are no inline filters available for Picklist, Multipicklist fields in My Portfolio in Gainsight home. Customer is asking “how can we enable inline report filters in GS Home?”.Tenant id:a24e1660-4c51-4ad5-bbd6-d43ffabcebadTenant name:Learnshiphttps://share.getcloudapp.com/yAu15QpP   

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684
K
10 days ago
Molly.McQ
Molly.McQHelper ⭐️
Surface Internal PX Usage Data for AdminsNew Idea

PX admins can assign role-based access, but otherwise, have little to no insight into PX user activity to measure PX adoption and better understand how our internal users are utilizing the PX application. It would be very helpful to surface the PX usage data, similar to what we have in Gainsight 360 via Gainsight CS, as this is currently a blind spot.  Understanding where our PX users are spending their time and having insight into their activities helps PX admins to manage PX access and licensing, better assist with PX user needs, and measure PX adoption.  

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452
Molly.McQ
10 days ago
sami.burk
sami.burkContributor ⭐️⭐️⭐️⭐️
Objective CTA View in Success Plan: Admin Functionality to Set Default ColumnsNew Idea

It would be beneficial if Admins had the ability to set the default column set up / view for specific Success Plan types.  Use Case:We offer a specific Success Plan type for our CSMs. In this SP,  there is a certain field on the CTA Objectives that helps determine how to approach the CTA and how it appears in the Snapshot. While we can train the CSMs to add a column for this field to the Objective CTA tab, the ideal functionality would be that an Admin could set it so the default view for this Success Plan type always includes that field as a column.   

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10012
spencer_engel
10 days ago
waynedilworth
waynedilworthContributor ⭐️⭐️⭐️⭐️
Dynamic Programs - If Exclusion List is Applied - show indicator or Expand SectionNew Idea

We have a JO Dynamic Program that we applied an exclusion list to, excluding a first set of recipients from a re-run.  That program was cloned and the exclusion list carried forward. There is nothing on the Advanced Settings Tab to indicate that an exclusion list was applied:Suggestion: If an Audience Exclusion list is applied, put an identifier here - or - autoexpand the Audience Exclusion section if a list is applied - there is no visual identifier here to show that I have applied an exclusion list which caused us to retain the list unknowingly through cloning.

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233
dayn.johnson
10 days ago
Justin Bills
Justin BillsHelper ⭐️
Update Reports to Allow Color Columns and Colored Pick list FieldsNew Idea

Hello - With all these amazing additions to inline editing, we are starting to create some really easy to use/high impact inline editing dashboards in Gainsight.   I think now is the perfect time to add some more robust visual displays to our tabular reports.  I’m requesting that we allow us to start doing the following things:​Ability to color code columns in a dashboard - Use case:  We can color code editable columns in a report on a dashboard to make it easy for end users to understand what is editable and what is not. Add color options to picklists in reports.  -   ​​​​Another great update would be to take the functionality from CTA reporting (Statues/type) and add the ability to use those on fields in reporting.  This would allow us give end users an extra visual when looking at their book of business. Bonus Points - Adding more color functionality to dashboard builder as well.  Would be great to color code reports so when leadership is reviewing a high end dashboard they understa

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dayn.johnson
10 days ago
naga_raghav_sumanth
naga_raghav_sumanthGainsight Employee ⭐️
posted in Meetings & Office Hours
Support Holiday Hours - December 2024

 Happy Holidays from Gainsight Support!! Below are the updated holidays where you may see delayed response times or certain channels of support closed. December 24, 2024: Live chat & phone support disabled Delayed response time on non-urgent issues No change in email & portal ticket submission Staffed 24 hours, but agents only working High severity cases   December 25, 2024: Closed   December 26 - 27, 2024: Live chat & phone support disabled Delayed response time on non-urgent issues No change in email & portal ticket submission Staffed 24 hours, but agents only working High severity cases   December 30 - 31, 2024: Live chat & phone support disabled Delayed response time on non-urgent issues No change in email & portal ticket submission Staffed 24 hours, but agents only working High severity cases   January 1, 2025: Closed We will return to normal business hours and all channels operating on January 2, 2025.  As a reminder, you can submit suppor

1511
cdonargo
10 days ago
M
Mithila JayalathContributor ⭐️
Versioning for repliesNew Idea

 We would like to have a feature that allows versioning for replies, something similar to stack overflow. 

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161
M
10 days ago
Molly.McQ
Molly.McQHelper ⭐️
Enhanced Controls and Tracking for Hotspot and Badge Engagements (Guides)New Idea

Use Case: As multiple new modules have been introduced to the platform, there is a need to highlight these elements and provide users with contextual guidance. To do this, we would like to use hotspots with associated tooltips that offer quick insights. Additionally, we want these hotspots to trigger any relevant guides, enabling users to have a flexible, self-directed experience. The intention is to have multiple hotspots and guides displayed simultaneously, allowing users to interact with different aspects of the new modules in a cohesive manner.Hotspots are preferred due to: The pulsating display that draws user attention The ability to control the qualification scope, offering greater flexibility in defining when and how they appear to targeted end users. The capacity to track user activity and engagement for hotspots and guides (PX Analytics > In App Performance), ensuring insights and accurate measurement of user interactions. Limitations: Currently, PX does not support disp

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191
S
10 days ago
nitisha_rathi
nitisha_rathiExpert ⭐️
asked in Customer Success (CS)
Importing notes in timeline

Hi, We are working on enabling the capability to import notes from external systems in timeline. Few external systems from which there is a need to import notes are -  Salesforce objects (SF activities, GS Call To Action, etc) Evernote Onenote What are the other external systems from which you would like to import notes? Thanks, Nitisha

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Agnes Gierulski
10 days ago
asanos
asanosContributor ⭐️
published in それ以外のTips
Gainsight CSとCustomer Educatoinの連携

Gainsight CSと Customer Education(CE)を連携することで、自社の顧客の製品オンボーディングやその後のアダプションのレベルを一段階アップさせ、自動化によってCSMの工数を最小化しながら、迷わずに適切な教育を促すことで製品への理解と活用を最大化することができるようになります。GainsightとCEの連携設定 GainsightとCEの連携は非常に簡単です！Gainsightの管理メニューのコネクタ2.0から、CEのかd0の接続するボタンを押すだけで連携が可能です。※接続するボタンが表示されていない場合は、Gainsightサポートへお問い合わせ下さい。 Gainsight → CEの連携GainsightからCEへの連携はジャーニーオーケストレーターを利用して行うことができます。ジャーニーオーケストレーターでは、特定のユーザーセグメントに対して、特定のコースへの登録をすることができます。これによって、製品契約をしてくれた人に、最初に見てほしいコースを自動でアサインしたり、活用できていない機能が把握できれば、その機能に関しての活用方法を学習できるコースを見てもらうなど、自動的にプロアクティブな活用サポートができるようになります。 CE→Gainsightの連携CEからGainsightへの連携は、日次でGainsightのオブジェクトとして、学習者のユーザー情報や受講履歴が連携されます。CEにユーザーが自由に登録できるようになっていれば、登録時のメールアドレスを下にCSのパーソン情報で一致するものがあれば自動的に紐づけを行い、なければ自動作成させることも可能です。(選択可)以下のオブジェクトのデータが連携されます。(こちらがドキュメント)Certificate Certificate Achievement Course Learner Learning Path Leaning Path Item Learning Progress School Training Event Training Session 

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asanos
10 days ago
phani_kumar
phani_kumarGainsight Employee ⭐️⭐️
posted in Customer Success (CS)
Calculating Rank using existed field value in Rules

Hi Team. Recently, I came across this situation where I need to Provide Rank based on some Numeric field Values.I have accomplished this logic using the Gainsight Rules Engine. And below are the steps to create Rank. First of all, the flow which I am going to show you that helps, if your data set has duplicate values or distinct values as well.Example, my data set is:And the output is like below In order to get that required output below are the steps that we have to follow in Rules Engine. Note: the steps which I am going to explain, will be the same for both types of data (Distinct or Duplicate)  Step 1: Fetch the Data set with the Numeric field(in my case it’s ARR) on which we wanted to apply Rank.Based on the above sample example data the output of the step 1 is Step 2: Create a Transform task in which pull the numeric field(ARR) in to the Group By Section and drag any other field(Account ID or Name) in to Show and apply count on it.So the output of this task is Step 3: Create one

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revathimenon
10 days ago
daniel.truman
daniel.trumanHelper ⭐️
asked in Customer Education (CE)
What specifically does the Zoom integration for CE do?

We’re looking to implement the Zoom integration, but I’m having trouble finding exactly what it does. This help article explains how to set it up, but doesn’t explain the features: https://support.gainsight.com/ce/Integrations_and_Add-ons/Integrations/Zoom  What specifically does the Zoom integration change for ILTs? Does the Zoom integration from CE automatically create a Zoom event or do these have to be done separately and added to each event?

544
shambhawi
10 days ago
asanos
asanosContributor ⭐️
published in それ以外のTips
Gainsight CSとCustomer Communityの連携

GainsightのCSプラットフォームとCustomer Communityを連携することで、顧客との共創を生み出すための中心となる仕組みを作り上げることができます！例えば、Gainsight上でユーザー会への参加をタイムラインアクティビティとして管理して、ユーザー会に参加した証明となるバッジを自動で発行したり、逆にコミュニティ上でユーザーがどんな記事を閲覧しているか、どれくらいコメントや質問への回答をしてくれているかをGainsight上でレポートとして可視化したり、そのデータをもとに自動的にCTAの作成やスコアの更新などをすることもできます。Gainsightとコミュニティを連携させることで、ハイタッチでのやり取りの中では取れなかった、オンラインコミュニティでの活動を手に取るように把握ができ、ユーザー会での登壇や顧客へのリファレンスをしてくれそうな活用知識の高いユーザーが誰なのかを抽出し、アプローチを掛けることもできるようになります。 連携の設定方法連携の設定方法はとても簡単です！Gainsightの管理メニューから、コネクタ2.0のページを開くと、CCのカードに接続するボタンが表示されているので、そちらをクリックするだけです。※CCのご契約がある場合に上記のように表示がない場合はGainsightサポートへお問い合わせ下さい。 Gainsight CS→CCへの連携GainsightからCCへの連携は、現時点ではジャーニーオーケストレーターでのバッジ付与を行うことが可能です。ジャーニーオーケストレーターの中で対象のユーザーセグメントを抽出し、そのユーザーに対して付与するバッジを選ぶことで自動化が可能になります。CC→ Gainsight CSへの連携CCからGainsightへの連携は、CCで作成、測定されたデータをGainsightのオブジェクトとして日次で連携することが可能です。連携対象のデータは以下の通りです。詳しい情報や最新情報はこちらのヘルプ記事をご確認下さい。コアエンティティオブジェクト : 既にデータの分析用に集計されたものや、作成されたコンテンツなどの情報。 コミュニティコンテンツ :トピックや質問などの内容 コミュニティアクティビティ :記事の閲覧などのアクティビティ コミュニティトレンド : コミュニティ全体の活動

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asanos
10 days ago
C
clamoureuxContributor ⭐️
asked in Product Experience (PX)
Using inferred Country data for reporting in Query Builder

I am trying to pull a report on user activity by country for an all hands session and while i can see the inferred data in the user and account reports, when using using query builder - all reports come back empty when i try to use country code or name. what gives?

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mmarques
11 days ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Meetings & Office Hours
Tuesday US Admin Office Hours (CS Platform): Dec 10, 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, December 10, 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 10, 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

343
J
11 days ago
JayS
JaySHelper ⭐️
Ability to filter engagements in PX by "Draft"New Idea

It would be great to be able to filter engagements using the “Draft” column. Perhaps add it to the Other category of filters?We have multiple people who are editing engagements and sometimes they put them into draft mode to be able to view what they need (since Gainsight prompts them to do it). Then, they forget to delete draft (since they didn’t change anything). I’m the primary owner of the PX platform, so it’s then left to me to try to clean things up. At first I tried sorting by the Draft column, but that is not an option.  

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JayS
11 days ago
Kait_Masters
Kait_MastersContributor ⭐️
asked in Customer Communities (CC)
Aspect ratio for embedded/in article images

I know what our best practices are for the featured article images but am wondering if there’s a recommended aspect ratio or maximum width for embedded/in article images. We are wanting to publish an infographic that tallies community stats for the year (so fun!) but our outside design agency is needing more guidance on best practices for designing embedded graphics. Maybe just the article width so we can better anticipate/manage compression? Thanks so much if anyone has found that magic ratio for me to add to our creative brief template! 

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juan.delrio
11 days ago
sarahmasterton-brown
sarahmasterton-brownHelper ⭐️
asked in Customer Communities (CC)
Control access on mobile

Hi teamWith the upcoming SSO changes to community access, will this resolve the issue of lacking Control access on a mobile browser?Important Update: Migration to Gainsight SSOWe’re thrilled to share that we will be migrating your community to the Gainsight Platform Single Sign-On with SAML authentication between December 11th and January 25th. Following the migration, you will use the Platform SSO with SAML option to access both the front-end and the control environment of your community, seamlessly switching between the two. If you currently log in with a username and password, no action is needed other than redirecting to the Gainsight SSO login page, where you should enter your credentials (use your Email ID instead of username). For those using SAML, ensure all community control users are added to the SAML app configured for CS.

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juan.delrio
11 days ago
gracefacex
gracefacexContributor ⭐️
Can we get notifications on upvotes for new ideas?New Idea

We’d like to be able to track product ideas and upvotes better, so that voters know when an idea status changes and when others are upvoting. I know that individuals can subscribe to an Idea. Does that allow them to see a status update? What about new upvotes? Are we asking too much? =) ​cc ​@Aman 

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gracefacex
11 days ago
G
gloriamavunguGainsight Employee ⭐️
posted in Product Experience (PX)
Keep Your Customers Engaged During the Holiday Rush with Gainsight PX

The holiday season is here—a time of celebration and opportunity, but also a period of unique challenges for B2B SaaS companies. Limited staffing and increased demands can make it difficult to maintain user engagement and provide seamless support. With Gainsight PX, you have the tools to ensure a smooth and delightful customer experience, even during the busiest time of year. Let’s explore how to stay connected and deliver top-notch support while spreading a little holiday cheer. 1. Automate User Onboarding and SupportSimplify your operations with automation so you can focus on what matters most. Gainsight PX makes it easy to create a positive first impression while minimizing the need for live support.✨ Example: Design holiday-themed onboarding walkthroughs to help seasonal employees or new users get started quickly. Incorporate cheerful visuals or a festive touch to make the experience more welcoming. 2. Boost Self-Service with Resource CentersEmpower users to solve their own challen

261
link_black
11 days ago
sarahmiracle
sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️
Clone fetch tasks in Horizon RulesNew Idea

Posted 5 years ago for a Bionic rules enhancement, and now created again as an ask for a Horizon Rules enhancement.It’d be awesome if we could “clone” fetch tasks in Horizon Rules.  

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375
TMaier
11 days ago
C
Charles SavariaContributor ⭐️
Modify recipients of shared reportNew Idea

I confirmed with support and it is currently not possible to update the recipients of a report shared by email. You need to stop sharing and create a new list to add or remove a recipient. Having the option to just modifiy recipients in the existing list would be a nice improvement.Thanks. @aktripathi  

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dayn.johnson
11 days ago
darkknight
darkknightExpert ⭐️
On Gauge Charts, report name vanishesNew Idea

On a gauge report (and probably others), because the Report name and the Report tools (i.e. refresh, change visualization, etc) are on the same "row", the name of the report vanishes when you make a widget small to conserve space on a dashboard.  This may not technically be a "bug" but it affects the usability of the dashboard, not to mention the aesthetics, and forces me to make the report widget to take up more real estate to compensate.  Both of those screenshots above are on my laptop in full screen.  I have a large, extra wide secondary monitor, and have to open the window more than halfway the size of my screen in order to see the small one.The Report Name should be in a relative fixed position on the report, with the report tools on a tier below it.   

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darkknight
11 days ago
bradley
bradleyExpert ⭐️
Whitespace Strikes AgainNew Idea

This is in Cockpit on Home. Why?And anywhere cockpit is sold: How many cockpit redesigns must we get before we get something usable? This is the default width of the column. If I make it ever so slightly wider I get the full thing, and there is still an egregious amount of whitespace. We are weeks away from 2025 and I still have to make these posts - help me understand why ​@ophirsw ​@dstokowski ​@jake_ellis.​@revathimenon can we make sure the relevant PMs see this? I also don’t make these posts for fun, or just because it annoys me. I have to demo those to users and leaders, and I feel like I showed up at a NASCAR race with an RC car. It’s embarrassing for me, and really annoying to our users. Yes I can make it slightly wider but that doesn’t actually solve the issue. 

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571
revathimenon
11 days ago

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