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esthertrapadouxShoshin

Customer Communities (CC)

Web analytics available for InSided?

Hi! Are there plans to include some basic web/page analytics for InSided community sites?

53 minutes ago

Brian_ARegistered User

Customer Communities (CC)

Is there a way to set up recurring events?

Hi - I’m looking to feature webinars that happen every 2nd Tuesday, Wednesday, and Thursday of the month. I don’t want to have to manually create those events every time. Is there a way for us to create the event once then list the cadence in which it happens? Also, is there a way to copy an event? It would make it easier to adjust the necessary options without having to rebuild it from scratch.

1 hour ago

security_lionTeam Captain

Customer Success (CS)

Best Practice for Gainsight CS CTAs when assigned owner is out of office

Hey folks, I am not a Gainsight CS admin so excuse my poor use of terminology. We have a process in which a Gainsight CTA is created. Employee Jellybean is the assigned owner of the CTA. However, Jellybean needs to go out of office.It’s my understanding that Gainsight CS has a limitation of only being able to assign 1 owner per CTA. I also believe there is no “out of office” rule that can be triggerred. How do you all handle the situation in which an assigned owner goes out of office but the rest of the team needs to pick up their CTAs? Ideally the solution would be automated and provide the new team member with notification to take action.

1 hour ago

revathimenonGainsight Community Manager

All About Pulse

Ready to fire up the stage at Pulse US 2024? Drop Your Session Teaser! 📣"

Hello Pulse family,Celebrating more than ten years of unparalleled insights, innovation, and community, Pulse 2024 is back!Our speakers are crafting something truly extraordinary for their sessions, and what better way to ramp up the excitement than by getting a sneak peek into the incredible insights they’ll share! 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 favorite 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.For example, this is how @seth intro’d his session last year

2069

3 hours ago

Christina.woldRegistered User

All About Pulse

TEASER ALERT! Grit, Grace, and Gainsight - Pulse 2024

Absolutely thrilled to be taking the stage at Pulse 2024 with my colleagues! Pulse was instrumental in our strategies this year, and I am certain that others can learn from our journey!During our session, we will explore how we at SAP Concur have integrated Gainsight throughout our internal ecosystem to either reinforce or reimagine our Client Success Strategy. We’ve used iterative functionality, creative applications, and holistic engagement to keep Gainsight at the nucleus of our operations, fully embracing its potential. This has allowed for the accountability needed to make measurable progress. We used grit when things were challenging, and grace when things got complicated. Luckily, Gainsight was there the whole time helping us create a sustainable future state we’re proud of!Session Info: Title: Grit, Grace, and GainsightTrack 3: Powerful Value Creating Strategies for CustomersDate/Time: May 16, 2:45pm - 3:30pm CT

3 hours ago

ckeyes_bmcRegistered User

All About Pulse

Team Work Triumph: Unlocking Success Through Customer-Centric Collaboration

Calling all Customer Success champions! As a Senior Manager of Digital Customer Success within BMC Software, I've seen firsthand how departmental silos can hinder our efforts. Everyone's focused on their own goals, leaving the customer experience fragmented.Here's how a lack of collaboration hurts your customers:Confused by conflicting information from different teams. Stuck in slow-motion resolutions as issues get passed around. Solutions that only address part of the problem, leaving them frustrated. Feeling like they're just a number, not a valued customer.But imagine the possibilities with customer-centric collaboration!Join me and the amazingly brilliant, Victoria Barry at my session at #Pulse24! We'll equip you with actionable strategies to:Unify the business: Align everyone around the common goal of customer success. Speak the same data language: Use data insights to make informed decisions for your customers. Embrace a customer-centric mindset: Put the customer at the heart o

3 hours ago

SudhanshuGainsight Employee: Team Captain

Guides, tutorials and learning material

Getting Started with Custom Pages

Custom pages are separate pages that can be created and linked to from anywhere. For example, link to persona pages from the homepage using quick links or add a link to the custom page in the mega menu. Custom pages are not included in any section or topic. Instead, they have their own URLs that you can use to direct users to. When you create a new page, you can give it a unique URL.Custom pages can be created from scratch and linked to anywhere in your customer hub or any other web page or application. You can, for example, use custom pages to create unique landing pages for your customer hub or even new pages to embed content from sources other than inSided.Creating a Custom PageYou can create a custom page from the control environment under Platform. In your control environment, click Platform in the sidebar and select Custom Pages. Click Add Page in the top-right corner. Add Name, URL slug, visibility permissions and SEO metadata. The URL of a custom page follows this pattern

101912

5 hours ago

ewinglelShoshin

Customer Success (CS)

Meeting Assist Sentiment

Hi, will the sentiment value generated by the Meeting Assist AI function be available for use in reporting, scorecards, surveys, etc.? Also, I'm curious to see more of the reasoning behind why the system assigns a specific sentiment. Currently, there is a small paragraph that provides some explanation of why a specific sentiment was assigned, but having lines that the AI analyzed in from the meeting to assign the sentiment would allow us to confirm that the system is working as intended.

12 hours ago

madeleine.dangRegistered User

Product Updates Summary Text formattingNew Idea

The product updates summary currently pulls in the content from the article into a block of text and can be confusing to the the user. To improve the user experience, it would be nice if the summary could pull in the formatting from the article.

14 hours ago

WayneVeteran Rookie

Add a system toggle button or define the Support URL in GS UINew Idea

Give the ability to toggle GS support URL on or off in GS UIORGive the ability to define this url, pointing to us instead of GS product Support. Due to our complex environment we do not let our end users create tickets with GS itself. This is to alleviate the amount of time for our end users spend with GS support that eventually just get directed back to us anyway. So, anytime one of our end users submits a support ticket with GS, GS support redirects them to us, directly to our support page and to our knowledge pages. However, often we get end users still creating in the wrong place, this is because the support url displayed within GS platform directs to GS's support, a futile effort. If we could define this url. Then we would A) cut down on GS support tickets and B) get our end users quicker resolution times/less frustration.

14 hours ago

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esthertrapadouxShoshin

Customer Communities (CC)

EveShoshin

Customer Communities (CC)

How do I add new users?

How do I add users?

1 day ago

MelissaCChampion

Customer Success (CS)

Duplicate Contacts

If we have duplicate contacts in SFDC, once we clean that up, do we re-sync to GS? Does that happen automatically?What report would I run in GS to check to make sure i don’t have any duplicate contacts?

1 day ago

mbuuck1Shoshin

Customer Communities (CC)

Fetch date of user's last activity or view via API

Hello! We’re interested in pulling the last activity date and last view date of users in our community via API. Is this possible according to this Get User Activity documentation?

2 days ago

etcRegistered User

Customer Success (CS)

What languages does the Cheat Sheet work for?

I’ve done a tentative roll out of the Cheat Sheet but noticed it didn't seem to be working for any Japanese language entries. I searched around but couldn't find a list of confirmed languages that Cheat Sheet should work for. It’s also entirely possible there are other configuration changes I need to make to get it to function for other languages.

2 days ago

balajibvRegistered User

Customer Success (CS)

Top 10 plus Others

Im trying to create a pie-chart where we would like to display the Top 15 accounts with case count, but group everyone else as “Other”.I know we can use “Limit” to get the Top 15. But how can I get rest of the accounts under “Others”?

2 days ago

CharlotteKShoshin

Customer Success (CS)

Journey Orchestrator | Personalized Links in CSV Upload?

Heya, I’ve been trying to do a bulk upload of a CSV list in Journey Orchestrator, that includes personal links for some of our customers to redeem a gift via our gifting platform (Reachdesk), and for some reason, the link isn’t uploading in the Program.I’ve ran programs with this before, and it’s the 1st time I’ve encountered this problem.I double checked the CSV, and the links appear in a text format - so no idea why they aren’t being pulled through. Any suggestions? Any changes? Ta!Charlotte

2 days ago

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