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baji_bathula
baji_bathulaGainsight Employee ⭐️
posted in Meetings & Office Hours
EMEA Admin Office Hours(Tuesday session) -05/11/2024

This thread is for the Admin Office Hours session for Tuesday Nov 5th,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 Ind

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baji_bathula
7 days ago
samantha_braastad
samantha_braastadContributor ⭐️⭐️⭐️⭐️⭐️
Provide an "Include data from all children" option at the relationship level.New Idea

We recently deployed relationships to our CSM's and are very pleased with the more focused view on their customers. The one 'gap' that' we have ran into is the ability to view child account data at the relationship level. We organize our relationships by product and a parent account will often have multiple child accounts under it representing different divisions. They have separate contracts which is why they are on different accounts but when it comes to business reviews, we need are now missing the simplicity of clicking a button to aggregate all accounts together for presenting metrics to the customer.  Is it on the roadmap to add this functionality to the relationship level? 

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16111
revathimenon
7 days ago
andreammelde
andreammeldeHelper ⭐️⭐️
posted in Customer Success (CS)
Customer Goals - Road Blocks to Switching from Success Plans

Want to start a thread on the road blocks of standing up customer goals in scalable way. Many of these were discussed in Beta but not updated in the GA release. Would like to know if anyone else is experiencing difficulties while trying to put together a POC for their leadership team Limited to using APIs for updates and creations via rules engine. IE this means you need to have an admin that is comfortable enough with APIs to help your team maintain the Customer Goals. Would be better to have a rule action Unable to limit display field editability Cannot associate to a relationship from the C360 (like you can with other functions like Success Plans). Makes CSMs have multiple paths to create the same thing Unable to require fields at “close” (see point below about “closed” identification”. Additionally, you can only require fields at the data management level which means if you add a field after records are created you cannot require that field. So flexibility to alter your layout is l

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bradley
8 days ago
L
lindsay.smithnorrisContributor ⭐️⭐️⭐️
posted in Customer Success (CS)
Switching from Qualtrics to Gainsight Surveys

Hey there!We have Gainsight and Qualtrics, but I’m doing research and seeking feedback on Gainsight’s surveying capabilities to determine if it could be a sufficient tool for our surveying needs. We use Qualtrics primarily for NPS, Onboarding CSAT, and Support Case CSAT, but would love to leverage Gainsight for these surveys instead. With Gainsight’s investments in AI, I am eager to hear from the community who use Gainsight surveys….What do you not like or struggle with? What do you love? Have you switched from Qualtrics to Gainsight Surveys? Any negative impact or loss of functionality? Would you recommend the switch or not yet? If so, why? Thank you!!!!!-Lindsay

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L
8 days ago
J
jenhermsContributor ⭐️
asked in Customer Success (CS)
Link Tracking and Outcomes in Advanced JO

I’m using Advanced JO to do a multi-step program. I’d like to redrop the first email if it’s unopened within 5 days. However, I’m finding that Opened and Unopened are not available as Outcomes when you are tracking links within the email.  Is it possible to enable link tracking in an email and have the Advanced JO program show  the Outcome of Opened and Unopened instead of Link Clicked & Link Not Clicked? The only way I can see the option for Opened and Unopened is to turn off link tracking in the email, but then I can’t track engagement with the email. Is anyone one else running into this issue, and if yes, what are you doing as a workaround?

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marcos.beinder
8 days ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
Bulk Action for Assign Moderation Label in Moderation ViewsNew Idea

Similar to these, but for selecting a specific Moderation LabelBulk actions when selecting multiple topics in moderation views 

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DannyPancratz
8 days ago
J
jamesr26Contributor ⭐️
User Data Active Sync with LDAP/Active Directory/SCIM (Identity Management)New Idea

Could someone have a look at taking Gainsight User Data and auto sync with identity management providers. This would stop .csv files for Rules Engine to manage active user accounts in Gainsight production environments.

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J
8 days ago
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LOOLExplorer ⭐️⭐️⭐️
The image should be deleted if it has not been postedClosed (Won't Do)

I uploaded an image without having an account to this forum and the image still works even though I didn't post it. I think the image should be removed from Gainsight's servers if it hasn't been posted on a topic/reply.

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Cornelia
11 days ago
D
DebraBContributor ⭐️
PX Sort Dashboard Lists in Alphabetical OrderNew Idea

Request to sort the Dashboards in alphabetical order in the dashboard dropdown list at the top of the dashboard screen? In particular sort alphabetically separately within each grouping of dashboards, such as Favorites, My Dashboards and those under the 'Public' dashboard section.We have a great set of dashboards in use, numbering over a dozen now and growing, and are sharing many of these dashboard with each other on the product team and now finding them in the unsorted list is getting more difficult.It is also unclear what the current sort order is as it does not appear to be by last created.Request to please add alphabetical sourcing under each sub group of dashboards - it is a simple usability improvement and commonly expected behavior!

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D
11 days ago
baraica
baraicaContributor ⭐️⭐️⭐️
asked in Customer Success (CS)
Customers Engagement KPI in CS Dashboard

We recently integrated CC into CS and we built a dashboard to see the data simultaneously. I wanted to ask if anyone knows what this number is- Customers Engagement?Appreciate all the insight! 

141
dayn.johnson
11 days ago
Beachball3000
Beachball3000Contributor ⭐️⭐️⭐️
Product Area as mandatory on Idea creation pageOpen

When on the Create new topic page, how can one make the Product Area not an option but a mandatory field? Wonder if giving creative control over this page can/will be around the corner? Thanks! 

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11 days ago
carolyndibuono
carolyndibuonoContributor ⭐️⭐️⭐️
Allow super admins to abort Connector syncsNew Idea

In my humble opinion 🙂 administrators should be able to cancel/abort a Connector sync without having to submit a ticket to Gainsight support for assistance.Propeller is currently working on setting up the HubSpot activity sync, and I’ve been running into some issues with the email sync, so I was doing some testing yesterday. At one point, I accidentally clicked the button to sync all email data for all time, which I certainly did not want to do.In a panic, I reached out to GS support on chat, and they told me that only Gainsight could abort the sync on the backend. I escalated the ticket to my CSM (shout out to the GOAT, Paulina), but because the GS support team was on holiday, they were not able to cancel the job until 24 hours later.LUCKILY, there was a data mapping issue that made it so my connector job failed. Without this error though, I could’ve added THOUSANDS of activities erroneously, which would’ve also required GS support to clean up (since admins can delete Timeline activi

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carolyndibuono
11 days ago
Wihoward
WihowardHelper ⭐️
asked in Customer Success (CS)
Gong / Relationship integration

We’re currently looking at implementing Gong for our sales teams and so our CS teams are curious about what functionality we can implement in GS for them. I’ve been doing some digging but can’t find anything on Relationships. Our CSMs log all of their activity on the Relationship, so does anyone know if we can configure the Gong integration to log timelines at the Relationship or is it only available at the Company level?

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G
11 days ago
Kana Kobayashi
Kana KobayashiContributor ⭐️
posted in Gainsight Japan : 日本語コンテンツ
レポートで凡例の表示位置を変える方法

カスタマーサクセス担当の皆様こんにちは！初めての投稿なので、拙い文章かと思いますし、「そんなの知ってるよー」的なことかもしれませんが、ご容赦ください🙇🏻 複数の項目をレポート表示させた際、いつも凡例がグラフ下部に表示されていて、レポートが見にくいことがありました。どうにか凡例の位置を変更することで、グラフが見やすくできないかな？と思い、ちょっとした設定変更で解決できましたので、共有させていただきます！ レポート作成後、チャートエディターから、「説明文」フィールドを開いてください。この中で、「水平方向の位置合わせ」や「垂直方向の位置合わせ」を変更すると、グラフの下部にあった凡例が、お好きな位置に変更できます！便利💛 ちなみに、その他の周辺情報についても少し・・・。・説明文のレイアウト：凡例の表示が横型→縦型に変更可能！・高さの最大値：数値を変更することで、折りたたんで凡例表示するか、折りたたまず凡例表示させるかなどのカスタマイズが可能！ 是非、同様の件でお困りの方ご参考になさってください。 P.S.和久井さん、ヘルプありがとうございました！

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Kana Kobayashi
11 days ago
darkknight
darkknightExpert ⭐️
Cockpit: Custom CTA fields should be visible by defaultDevelopment

In the Create CTA layout, Custom CTA fields are buried beneath an “Add More Details” link that obscures what may be crucial fields we want end users to populate.  End Users are forgetting to populate them because they are not immediately visible.  All fields should be visible by default when creating a CTA, preferably in amongst the fields above the CTA Comments.  Users can choose BONUS POINTS: It would be great if admins had more control over the Create CTA layout and could rearrange the fields the way we want them.     

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bradley
12 days ago
JayS
JaySHelper ⭐️
More robust editing features needed for PX surveysNew Idea

Currently, the editing features in all of the PX surveys (NPS, CES, Rating, Boolean, and Multi-Question) are not nearly as robust as the other engagements types. It’s a continual challenge to try to get a survey to appear they way my business partners request, and I frequently have to say I Gainsight PX doesn’t allow me to do that.I’ve tried editing CSS and a couple places I’ve found to edit the code, but it’s frustrating and hit-or-miss at best. There is frequently strange padding and I can’t seem to affect that.Are there any plans to update the survey creation process to a more robust V2? cc: @aharkut @jmobley @aroberts @Lake1211 @woodlande @wheelern @Gainsight2022 

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JayS
12 days ago
JPKelliher
JPKelliherContributor ⭐️⭐️⭐️⭐️⭐️
Pause Content without Having to Remove it from K-BotNew Idea

Hey Folks,Have you ever needed to make a minor update to an engagement but were locked out because it was active? And then you go to pause the engagement to make the quick edit, but again, blocked because the engagement is also housed in a K-Bot library. It would be really great if we could make an update on the fly without having to:Start on the engagement you notice has a spelling error Find the Right K-Bot where the engagement might be housed (there is no way to know without looking through each K-Bot) Find and remove the engagement Go back to the engagement launcher and pause it Go to the engagement editor and make the update to word or phrase Go back to the engagement launcher and launch it Go back to the K-Bot and find the engagement again (BTW it is no longer in the same order as it was when you removed it, so you will need to search through every engagement available to every K-Bot.) Add it back to the Bot. Re-order it  in your K-Bot Menu and/or assign it to a Category. Save th

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JayS
12 days ago
sshroff
sshroffGainsight Employee ⭐️⭐️
posted in Meetings & Office Hours
Bionic to Horizon Rules Migration Office Hours - November 6th @ 7:30AM PST/ 10:30AM EST

Hello everyone!Do you have a question regarding the automated Horizon Rules Migration process? Please join our Horizon Rules Migration Office Hours session on Wednesday, November 6th at 7:30AM PT / 8:30AM MT / 9:30 CT / 10:30 ET. There is no need to register for these sessions - you can join at any time. We look forward to talking with you!Join Zoom Meeting:https://gainsight.zoom.us/j/97131402920?pwd=IRrshC9DBcnH3ICqET8DfHIPCqcdCL.1Meeting ID: 971 3140 2920Passcode: 037714

250
sshroff
12 days ago
A
AbidGainsight Employee ⭐️
Customer journey widget: colored stage line not loadingNew Idea

Hi Team,With the existing design , we have a limitation where the users will not see the coloured stage line if the tenant timezone and user timezone are different.Screenshot for reference:  Since an organisation can have multiple team utilising the same product and the users can keep their preferred local timezone , the issue will be evident.  Requesting product team to enhance the behaviour to display the line irrespective of the timezone settings difference.

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sarahmiracle
12 days ago
D
dcherringtonContributor ⭐️
asked in Product Experience (PX)
Adding en and em dashes in unordered and ordered lists

This issue comes up every time I try and added a bulleted list to an email template. Is there a way in Journey Orchestrator to add en or em dashes to a ordered or unordered list instead of just bullets or numbers? So if I have a bulleted list and I want to use an en dash or emdash as a sub list under the bulleted line, how do I do that?I know I can simply add it in manually, but if the sub list runs long, it won’t align with the rest of the text above, but instead will align under the en or em dash.I tried dropping the en dash code using the code tab, but JO changes it back to a bullet.Any suggestions?Thanks!  

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dayn.johnson
12 days ago
D
DevAnaOBContributor ⭐️
Ability to use "in" filter on reportsNew Idea

As a user of a dashboard, I like using the “in” for filtering reports but I dislike that I have to refresh all the data whenever global filters change. We request that string field types have the added ability to filter using “in” at the report level. It will allow for quicker and more convenient filtering.  

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D
12 days ago
A
ana_gHelper ⭐️
Ability to stop and delete a JO Program after it's been pausedNew Idea

Hello, I’ve paused a few programs that I will not be making active again and have no way of deleting them (the trash can icon is greyed out). Is there a reason we are unable to delete paused programs?

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33416
A
12 days ago
A
Ariana.OronaContributor ⭐️⭐️
Include written date as a Date Format option (ex. January 1st, 2024)New Idea

I was searching for Date formats available in Gainsight, but did not find any help articles or resources to reference that provide these options. It would be helpful if Gainsight updated the resources they share online to include this and, honestly, update their resources as a whole.For this idea, specifically, I’d love for Gainsight to provide a Date format option of a written date, so the date would present something like this: January 1st, 2024.I utilize Data Designer to pull in date information to utilize within a program, and the written date format is much cleaner than the current available formats - especially taking into consideration different countries are more familiar with different date formats.

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10
A
12 days ago
sdrostgainsightcom
sdrostgainsightcomGainsight Employee ⭐️⭐️⭐️
posted in Meetings & Office Hours
Thursday US Admin Office Hours (CS Platform): Oct 31, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello everyone!This thread is for our upcoming Thursday Admin Office Hours session on Thursday, October 31, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm 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):Thursday, October 31, 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 6548Passcode: 296864 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/aeD4b4SdoB

322
K
12 days ago
naveen1209
naveen1209Contributor ⭐️⭐️
asked in Customer Communities (CC)
Using phrases with custom code footer

 Hello,can we use the default footer options With a custom code we would write for the footer?  We would like to include a few more things with terms & conditions and cookie settings on our custom footer with branding etc. Can we use the OOB phrases and settings in that case?If yes, how do we reference them? Also do you  have examples to share?

876
Laurenseife
12 days ago

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