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cdonargo
cdonargoGainsight Employee ⭐️
published in Customer Education (CE)
Gainsight CE FAQ Series: Why Can’t I Add Certain Webpages as Activities?

👇 Customers frequently as why they cannot add a certain webpage as an webpage activity 👇Many websites, including popular ones like google.com or apple.com, don’t allow embedding in external applications due to their own security policies.  If you’re attempting to embed a webpage that belongs to your organization, here’s what to do: For any organization-owned websites, you’ll need to contact someone from your website admin, IT, or Security team. They can adjust the site’s settings to allow embedding, granting permission for the page to display within Gainsight CE.For publicly accessible but non-owned websites,(like google.com or apple.com), embedding may not be possible due to their own security restrictions. 

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cdonargo
8 days ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Meetings & Office Hours
Tuesday US Admin Office Hours (CS Platform): Nov 12, 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, November 12, 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, November 12, 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

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M
8 days ago
Jessica.Quazza
Jessica.QuazzaGainsight Employee ⭐️
From Notifications to Alt Text: Community Upgrades You’ll LoveRelease

September brings a bag of mixed emotions. The end of summer is always sad, but it also means the whole world is “getting back into the groove” - and let’s admit it, that means getting back into a more structured and organized routine. That feeling is very relevant for this Gainsight Customer Communities release round-up!We’ve been busy pumping out impactful enhancements all focused on creating a great community management experience. Each of these release items will help you better structure your community, and organize and stay on top of your community content.Let’s get into the good stuff! Parent/Container Categories Renamed to SectionsTo simplify navigation, we’ve renamed Parent/Container Categories to Sections and Child/Content Categories to Categories. Sections are used to hold and structure categories. And Categories are used to hold content. This change modernizes the terminology and makes it crystal clear how your content is organized in your community.Need help structuring you

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genells
8 days ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
Webhooks for SegmentsOpen

I’d love to have webhook events related to the new Segments feature. These are probably additional “User Events.”I’d like to seeUser added to segment User removed from segmentMy use cases are primarily around automating moderation alerts and other engagement tactics. For example…A user meets the criteria for and is added to the Dormant Users segment A slack alert to let me know, and/or Triggering an engagement workflow A user meets the super user segment criteria and is added to the segment A slack alert to let me know, and/or Triggering an engagement workflow (even if manual personal outreach like a thank you message) A user no longer meets the Dormant Users segment criteria and is removed from it A slack alert to let me know Adding a row to a google sheet for tracking a list of users who have re-engaged, etc

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DannyPancratz
8 days ago
Jabittan
JabittanContributor ⭐️⭐️
Enable Participant Changes / Adjustments to Published Advanced Outreach Journey Orchestrator ProgramsNew Idea

After an Advanced Outreach program is published, Journey Orchestrator is unable to make changes to a query for participants. If we wish to change the fields and/or filters on a query to incorporate new fields to tokenize for a template update or if we wish to expand/narrow the participant list, we have to stop the program, make a duplicate, update the query, and republish the program. This is an extreme inconvenience for us within our instance, especially if the program involves multiple steps and multiple emails. We often build programs and later find that we need to make a change to a participant. As an example, our organization works with schools and school districts and occasionally a district will ask us to remove them from a specific type of communication (but not all communications broadly). If I want to remove anyone from within a district from a specific program or set of programs, I cannot simply make the update in the journey to exclude based on email domain or company while

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dayn.johnson
8 days ago
B.Abrahams
B.AbrahamsContributor ⭐️⭐️
Allow "Load to Scorecard History" to work with the Monthly GradulatrityNew Idea

Allow the Monthly granularity to be selectable when loading to scorecard history.  

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B.Abrahams
8 days ago
katie_b
katie_bHelper ⭐️
asked in Customer Success (CS)
Is there a way to count items selected within multi-select fields?

I’m trying to count the number of items selected within a multi-select picklist and basically assign a ‘score’ based on how many items are selected within a particular list. I was able to work through a few of these using a case expression, but anything with over 3 choices there are just too many options for this to be feasible. Is there another/better way to count the items selected so I can then SUM a group of fields together?

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aaronhatton
8 days ago
G
GurijalasaikiranGainsight Employee ⭐️
Optimize Chart and Legends Space in Feature Performance WidgetsNew Idea

Hi team,In Feature Performance widgets on dashboards, the chart portion currently occupies only 1/3 of the available space, regardless of the layout option selected. Even when switching between different layout options, the chart remains confined to 1/3 of the available space, while the legend occupies the remaining 2/3.When there are only one or limited legends, this layout results in a large amount of unused space dedicated to the legend area, leaving the chart portion smaller than it could be.It would be beneficial if the widget layout could adapt based on the number of legends. For instance, when there are fewer legends, the chart area could expand to fill more of the available space, enhancing data visibility and making better use of the widget’s layout.Allowing the chart area to dynamically expand based on the legend count would maximize the visibility and usability of Feature Performance widgets, providing users with a clearer view of the data without unnecessary empty space.Tha

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G
8 days ago
Jessica.Quazza
Jessica.QuazzaGainsight Employee ⭐️
Expand the Reach of Your Community with the NEW Localized Interface

Your community should be as global as your business, but limited resources and the overplayed direction to “do more with less” make it challenging, if not impossible, to provide a localized experience that resonates across your diverse customer base. Traditional methods, such as segregating communities by language, have fallen short, leading to a fragmented user experience that diminishes user engagement and, consequently, the overall effectiveness of the community on a global scale.Your community members, regardless of location and language, should feel welcomed and empowered by your online community, which is why we are proud to announce the launch of the new localized interface in Gainsight Customer Communities!  A Step Towards Comprehensive LocalizationThe localized interface is a significant leap toward addressing the need for a unified and inclusive community experience. This feature allows admins and community managers to configure the community interface in up to 18 different l

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dayn.johnson
8 days ago
G
guceContributor ⭐️
Who voted a poll: make this feature available in Control PanelOpen

As a moderator I feel it is very important to know 'who voted' in a poll. I want to know the reason(s) behind that vote and be able to reach users who voted a specific option to get more details.

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A
8 days ago
C
clingleyContributor ⭐️
asked in Customer Success (CS)
Log Activity via Microsoft Teams

Similar to the Gainsight and Zoom integration that allows you to log Activities directly to a customer from a Zoom Meeting, is there an integration like this with Microsoft Teams? 

141
Mdsingh
9 days ago
revathimenon
revathimenonGainsight Community Manager
published in All About Pulse
Ready to Shine at Pulse EU 2024? Give us a preview! 🎤

Hello Pulse family,Pulse 2024 EU is closing in and we are pumped about all the speaker sessions we get to be a part of! 😍Call for all speakers to:Register on this community if you don’t have a profile yet. Make sure to jazz up your profile with all your imp details & your favourite headshot. 📸 If you already had an earlier profile you can't remember, let us know at community@gainsight.com and we’ll look it up, and update your email address with the latest. Login and give us a glimpse into your session. We’d love to get a teaser to what we’ll be learning & discussing in your session - this will be equally exciting those who are attending in-person as well as those who can’t. You can do that by starting a new discussion here.We’ve already got @Sabin Brabb kicking it off in style ! 🌟🔥Keep ‘em coming! Watch out for a happy flower landing on your community profile- Pulse 2024 Speaker badge 😃Looking forward to hearing from you in the All About Pulse space here on the community

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revathimenon
9 days ago
Loyd
LoydContributor ⭐️
posted in All About Pulse
👋 Excited to take the stage at Pulse 2024 and talk all about Value Relay!

Super excited to be joining Pulse once again and discuss the benefits of tracking value throughout the customer journey, why it matters, how to implement it company wide, and what are the expected results!And yes, there will be some tactical advice on how we leveraged Gainsight to implement it at Benchling 👍There will be something for everyone, if you’re just starting in your journey or if you’ve already got a value relay going at your company!See you tomorrow!

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revathimenon
9 days ago
Cristina
CristinaGainsight Employee ⭐️⭐️
published in Product updates
FAQ Product Updates

What is the difference between product updates and articles?Articles and Product updates differ a little bit in terms of the capabilities they offer. Here are the differences: With product updates you can:Create a new topic type “Product update” in Control View all product updates on a centralized page in Control Have a dedicated customizable overview in Destination Assign Product updates to product areas (e.g. Product A, Version X, Premium only) Collaborate with colleagues on the perfect product update with draft and previewWith articles you can:Add Attachments (being implemented for product updates) Schedule an article See the Version/History for an article Display an article in the Embeddable Widget Have a Salesforce integration  Have Keyword blocker for replies on articles 

43323
Sudhanshu
9 days ago
shayerisen
shayerisenGainsight Employee ⭐️
posted in Gainsight Japan : 日本語コンテンツ
Gainsightの10月/11月リリースが公開されました！

 🚀 Gainsight 最新アップデートのお知らせ！🚀セキュリティ、接続性、データ管理を強化する新機能を発表いたします。主なアップデート内容は以下の通りです：特定のコネクタの再認証：2024年11月30日までにFreshdesk、Zendesk、JIRAなどのコネクタを再認証し、パフォーマンスとセキュリティを向上させましょう。 S3セキュリティ強化：S3キーのアクセス制限と自動ローテーション通知機能を追加し、スーパーユーザーのみがS3キーを管理できるようになりました。 SnowflakeコネクタでのOAuthサポート：Snowflake接続に安全なOAuth認証を導入し、パスワード不要で高いデータ保護とコンプライアンスを実現します。 Unificationによる自動顧客情報作成：Customer EducationとCommunitiesからのデータを自動で取り込み、顧客情報を常に最新に保ちます。これらのアップデートにより、セキュリティ、効率性、接続性がさらに向上します。詳細はGainsightのリリースノートをご覧ください。皆様の顧客成功を全力でサポートいたします！ご質問やさらに詳しい情報が必要な場合は、お気軽にサポートチームまでお問い合わせください。  2024年のトレーニングと認定 -  管理者コース - NXT エンドユーザーコース - NXT  ***この投稿をフォローしたり、このカテゴリーを購読することで、新しいコンテンツやドキュメント、コミュニケーションが投稿された際に自動的にアップデートを受け取ることができます。*** @dstokowski @ophirsw @anil_chalasani @sidhu @Haruka @Kaori Wakui @kkawakami @Hideta Mitsuhashi @Tomoko Hashimoto @mnishimi @lila_meyer @seth @revathimenon @Kenneth R

250
shayerisen
9 days ago
JayS
JaySHelper ⭐️
Add the ability to select a snoozed option when setting audience rulesNew Idea

I’ve been thinking about scheduling PX engagements and the snooze option. I don’t use it often because it counts as a view, so it doesn’t change the schedule. So, when a user gets their last view in the schedule and they click snooze, they are expecting to see that engagement again, but with the current functionality, they won’t see it again.A couple potential solutions:Make the click on snooze not count as one of the views. For example, if the schedule is set to show the engagement 3 times with at least 7 days between views: Upon first view, user just closes engagement; that counts as their first view and they have 2 left. Upon second view, user clicks snooze. This should not count as a view and they should still have 2 left If user continues to click snooze on their third view, they should qualify to see it again in 7 days; potentially indefinitely if they keep clicking snooze. Add a SNOOZED option to the In App Engagement audience rule. This would give us the opportunity to targe

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JayS
9 days ago
A
Ariana.OronaContributor ⭐️⭐️
Create Summary View in Data DesignerNew Idea

There can be multiple means of filtering data through Gainsight Data Designer. This means, when trouble shooting, we have to click on each component to review the related filters.Ideally, it would be great to have a “Filter Summary” tab or even a “Data Summary” tab to have a list view of the components/elements included in Data Designer and view the filters contained within each through a drop-down view.

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A
9 days ago
svh
svhHelper ⭐️
asked in Customer Communities (CC)
Stats on email campaigns gone?

Hi! I’m trying to get numbers from previous campaigns, but the stats are missing or reporting as 0 on the overview page.If I click into a campaign, it still looks like there are no numbers, but if I click on “open rate” I get a number of opens and list of users who opened.Is this only the case for me? Any tips on how to fix this?

325
svh
9 days ago
revote
revoteVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Somethings´s gone wrong

We got this error in our community, weeks ago, and now it is here as well:  This occurs when you type your post and press Send.

838
revote
9 days ago
rwilde07
rwilde07Contributor ⭐️⭐️
posted in All About Pulse
Have you ever felt 'stuck' in your career?

...then I’m super excited to invite you to my session at Pulse Europe! 🚀Take a step back from the day-to-day hustle and reflect on your career journey with me. During this session we'll challenge the traditional linear path, redefine success in Customer Success, and explore actionable strategies to help you map your career. You’ll walk away feeling inspired, empowered, and ready to take ownership of your professional growth!✨ Whether you aim for leadership or want to thrive as an individual contributor, this session will equip you to make bold moves. See you there! ✨

565
Jagari Das
9 days ago
bjoern_schulze
bjoern_schulzeHelper ⭐️⭐️⭐️
posted in All About Pulse
How to elevate your Customer Community beyond Service

I'm excited to be a speaker at Pulse Europe 2024! I've been invited to talk about elevating Customer Communities beyond Service - and becoming a Customer Success powerhouse.During the session, I will talk about how to step up your support game by empowering customers to help themselves and each other.I will dive into how to make use of your limited resources by building and expanding Community programs that help you identify customer experience issues.We're going to discuss how to identify and nurture the most important users in your community and how to build trust on your mission to creating a tight-knit and self-sustaining Customer Community.And I will show you examples to further leverage your community in order to create even more added value.So, buckle up. It's going to be a fun ride with lots of ground to cover in 45 minutes.Date: November 13, 12.15 pmSession Name: Turn Your Community Into Your Top CS Asset: Elevating Your Customer Community Beyond Service

454
Jagari Das
9 days ago
sarahmasterton-brown
sarahmasterton-brownHelper ⭐️
posted in All About Pulse
I'll be speaking at Pulse EU next week!!! - Enable self-sufficient customers with community and onboarding

Really excited to be attending Pulse again this year but this time I'll be sharing the stage with Brenna O'Neill and Patrick McCrudden, my colleagues at Mews talking about Enabling Self-Sufficient Customers Through Community and Digital Onboarding. 🚀Day 2; 15:45 - 16:30Part of (Track 4 - Empowering Customers to Succeed on Their Own)We will explore how to enable customer self-service by leveraging digital onboarding and community engagement throughout the customer lifecycle. Attendees will learn practical strategies for automating onboarding, reducing resource demands, and scaling solutions across regions and languages. Real-world examples and insights will demonstrate how to implement scalable digital solutions in your organization.Looking forward to connected with my peers once again in Amsterdam next week! 🙋🏼 

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Jagari Das
9 days ago
D
dschwarzExplorer ⭐️
Personal CTA listNew Idea

I’m currently migrating all of my tasks for customers from Asana to Gainsight, this has been fine for customer tasks but I am missing a place to store my personal to-do lists (for example: sync with marketing on next steps for x,y,z). I’d like a place to store personal call to actions so everything is in one place. 

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131
M
9 days ago
baji_bathula
baji_bathulaGainsight Employee ⭐️
posted in Meetings & Office Hours
EMEA Admin Office Hours(Tuesday session) -12/11/2024

This thread is for the Admin Office Hours session for Tuesday Nov 12th,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

160
baji_bathula
10 days ago
baji_bathula
baji_bathulaGainsight Employee ⭐️
posted in Meetings & Office Hours
EMEA Admin Office Hours(Thursday session) -14/11/2024

This thread is for the Admin Office Hours session for Thursday Nov 14th,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

130
baji_bathula
10 days ago

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