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AlexaRubin
AlexaRubinContributor ⭐️⭐️
asked in Customer Success (CS)
New Home Page: cannot unlink Portfolio and Cockpit

It seems that once we updated to the new Home Page layout we can no longer separate our Portfolio view from our tasks lists (cockpit view).  These are two completely separate widgets for our team, and have completely different use cases that make them important to be visible in separate areas.  I was super disappointed to hear there was no way to split them.  Tasks are now completely hidden within the home page. CTAs can be within the Summary Banner but again, our team relies on the tasks due that day/week and not the main CTA due dates.  Has anyone else found a workaround?

708
sarahmiracle
1 day ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Private Messaging and User Settings - Can Admins still message users with the setting off?

If a user has the setting to only receive messages from the people they follow…… can they still get messages from Admins? or do these settings also apply to Admins? 

71
Kenneth R
1 day ago
G
giriprabhavatikContributor ⭐️
asked in Customer Success (CS)
How to use Formula field in Relationship report

Hi Everyone, Can you please tell me how to use the formula field while creating a new formula field in the Relationship report? Thanks & Regards,Giri Prabhavati.

332
G
1 day 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?

38817
ssamarth
1 day ago
2
2percent_jazzContributor ⭐️
asked in Customer Success (CS)
Is it possible to connect a Timeline entry to a CTA using the outlook plugin?

When reporting on TL entries associated to closing a CTA, we are struggling to find a way to link the TL entries initiated using the Outlook Plugin to the CTA.  Without that Context ID of “CTA” the TL entry is orphaned from the CTA it was meant to close.  Is there a way to associate TL entries after they have been made back to a CTA?

915
W
3 days ago
beatriz.winn
beatriz.winnContributor ⭐️⭐️
asked in Customer Communities (CC)
Update Terms and Conditions

Hello all, Does anybody know where to change the Terms and Conditions page? Thank you!

142
beatriz.winn
4 days ago
L
lwackertnHelper ⭐️⭐️
asked in Customer Communities (CC)
Idea Pipeline Widget - Missing Status

Last week our Idea Pipeline was displaying propertly. Today for some reason, our idea status boxes (New, Open, Released, etc.) are not displaying. Anyone else having this issue?   

343
L
7 days ago
revote
revoteVIP ⭐️⭐️⭐️⭐️⭐️
asked in Customer Communities (CC)
Starting new Conversation doesnt work at the moment

Question works ok. This problem occurs here and in our community as well.I just created a ticket to Support.

202
revote
10 days ago
timcavey
timcaveyHelper ⭐️⭐️
asked in Customer Communities (CC)
Configuration for mobiles - what options do we have?

We can change how our forum homepage looks, adding, removing and changing the order of how features appear with ease. It’s great!   But 80% of traffic to one of our forums is from a mobile. Most of this traffic lands on a subforum homepage or on specific topics. We want to optimise the display of these areas for this device type, but I don’t seem to have many options to do this.  Are there options (or plans) for mobile-display-only settings? When changing features on the homepage, will this effect the view of sub-forum homepages? Discussion point: how best do you prime a forum for mobile use? For one thing, we need content that’s concise…. any other tips, get sharing!  

1728
Yoeri
14 days ago
daniel.truman
daniel.trumanHelper ⭐️
asked in Customer Communities (CC)
Any way to hide the Create Topic button for certain roles?

We have certain roles in our community that can view topics but can’t participate in them or add new ones. Is there a way to completely remove the Create Topic button for these roles altogether? Right now they can still click on it, and they get an error when trying to make a post.

121
A
16 days ago
A
ahamburg9Helper ⭐️⭐️
asked in Customer Success (CS)
Sign-up - CS Survey in your community

Hey All, Is it possible or has anyone created a survey in CS and used it as signup for a client newsletter. We are looking to revamp our client newsletter, and thought that we could garner interest in parties who would want to see it via a CS Survey. Thoughts?Anthony

313
A
18 days ago
K
kerry.rizzoContributor ⭐️
asked in Customer Success (CS)
Sync CS Tasks to SFDC Opportunity

Hi Gainsight Community, Our goal is to set up a bi-directional sync from GS CTA Tasks to SFDC Opportunity tasks.  The Task Syncing options available OOTB (Auto sync or Bi-directional) only sync the tasks to the SFDC Account.  The CTAs are triggered via rules from SFDC Opportunity as a source and we utilize the Linked Object through the rules actions.  Regardless of the linked object showing the correct SFDC Opportunity, the tasks all sync to the SFDC Account tasks.Our Goal Workflow: CTA is triggered via Rules from SFDC Opportunity and created at Company level in Gainsight. All CS Tasks sync from GS to the linked SFDC Opportunity and appear under Opportunity Tasks (NOT Account Tasks).  This post was the only one I could find that is close to what we are trying to accomplish with CTA Tasks syncing to SFDC Opportunity Tasks:“I feel most would agree that if I want to link a CTA to an Opportunity, one would also want the ability to choose to synch the Timeline entries to that Opportunity’s

171
alizee
19 days ago
D
DejaContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Did the Image size become smaller in featured topics?

Hi, I noticed that the image size became smaller for featured topics, and I wanted to see if this is an issue on my end or something that was changed for all customers?The image size use to be wider and now its just a box  

203
juan.delrio
20 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.   

121
nuts
21 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
21 days ago
jmyoung780
jmyoung780Helper ⭐️
asked in Customer Communities (CC)
Changing MY username...I can change others, but not mine.

Hi all,from an @ mentioning perspective we have been asking / changing users’ usernames to First Name Last Name and it’s been great.  Except for those of us that are Admins.   Where or how can I change my own user name?  Please and thank you.

162
jmyoung780
23 days ago
arioux
ariouxContributor ⭐️
asked in Customer Success (CS)
Sending Emails in GS as someone else

We have a use case where we are looking to send emails as our Account Executives. Is there a way to update the signature tokens on an email template to be based on the email in the From Line vs. the User sending the actual email? 

261
alizee
25 days ago
andreammelde
andreammeldeHelper ⭐️⭐️
asked in Customer Success (CS)
Lookup on dataset created from data designer?

I have created a dataset from data designer with it to be permanent and update daily. I want to add to a dashboard and have a global filter applied from the Company object since the other reports on the dashboard pull from that object. Is this possible?

62319
rrobinson
26 days ago
ryanne.perry
ryanne.perryHelper ⭐️
asked in Customer Communities (CC)
We have two products that have different customers, how can we set this up in the Community?

Looking for some inspiration and ideas on how we might utilize our Community for both the products we have. A few years ago, we acquired a similar company (similar solution, different setup, modules, customers) and we want to be able to use our Community to serve these customers as well. Does anyone have a similar use case and how did you solve it?Some other critieriaWe don’t want them to freely speak to each other in open forums While they use the same product and are after the same goal (digital asset management) the products are different and behave different The other product is aware their product is part of the larger company They would care about the same type of connected ecosystem so there is a small opportunity of the conversations to be collaborated between the two products in a dedicated space Ideally we have the main part of the Community for our main customers, a small place to collab, and another place for the second product Would this only be able to be solved by addi

424
Julian
26 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?

584
shambhawi
27 days ago
HenryHace
HenryHaceContributor ⭐️⭐️
asked in Customer Success (CS)
Is there anyway to default dashboards to filter to current user?

We have large dashboards that our CSMs use. If there was a way that we could default the view of the dashboard to “current user” our CSMs would not have to apply the filter every time and load times would hopefully be improved. We have CSMs saving their filters, but we have received feedback that the saved filters reset frequently causing frustration.

8311
HenryHace
28 days ago
ewinglel
ewinglelHelper ⭐️
asked in Customer Success (CS)
Unable to Delete a Dropdown Associated w/ an Activity Type

I was testing out some dropdown categories that will be associated with a new activity type, but after testing I was unable to delete the dropdown that I didn’t end up wanting to use. Have others run into this problem? My real problem here may be that I don’t have a “Sandbox” testing environment that would allow me to do this in Gainsight. Is this something that is available for Admin users? Any ideas, suggestions, or comments welcome!

24012
CristianaF
28 days ago
R
rskousen1Helper ⭐️
asked in Calling API Callers
CSQL modification through the API

I am creating a utility which uses the Gainsight APIs to copy CSQLs from Gainsight to Dynamics since we use Dynamics CRM instead of Salesforce.I can use the API to get the CSQLs through (somewhat) documented API calls:POST xyz.us2.gainsightclud.com/v1/data/objects/query/gs_lead  → gets me all the CSQLs in the system.However, when I try to update the Gainsight CSQL as to whether the Dynamics Opportunity was Won or Lost (or make any other changes to a Gainsight CSQL) using:PUT xyz.us2.gainsightclud.com/v1/data/objects/query/gs_lead?keys=GSIDI am getting the error “Wrong api called, Transactional Data Load not supported for this object. Please check Gainsight Documentation”What is the correct API to use? Or does one exist? Since Gainsight has a Salesforce connector that does the same thing, this must be doable.

391
R
28 days ago
Jef Vanlaer
Jef VanlaerHelper ⭐️⭐️
asked in Customer Communities (CC)
Hide (shared) mega menu on a custom page

Is there a way to hide the (shared) mega menu on a specific custom page?

256
Kenneth R
29 days ago
J
jwrenContributor ⭐️⭐️⭐️
asked in Customer Communities (CC)
Embeddable widget and javascript code

Hey there,Question about the embeddable widget (conversational) and the external links function. We can obviously add URLs to the external links, but is there any way to use the same button-like functionality (similar to external link) to call a specific function via javascript code? Currently, we use javascript to call up a chat function and I’m curious if there’s a way to include that within the widget itself. *Not the chat, just a button (similar to external link) that will call the function to open the chat. Does anyone have experience with this? 

302
J
1 month ago

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