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Customer Journey - Milestones

Aside from the 8 predefined Milestones, what are some other Milestones companies will want to track?Any suggestions are appreciated:)

3 minutes ago

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Tuesday US Admin Office Hours (CS Platform): May 7, 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 on Tuesday, May 7, 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, May 7, 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

19 minutes ago

KKellumRegistered User

Customer Communities (CC)

kstimAll Star

Please make the managing of shared reports an easier experienceOpen

I love the share reports feature in Reports, but I am hoping some updates can be made to the usability of this feature so that managing shared reports is an easier and more enjoyable experience.1). When I navigate to the Manage tab to adjust existing sharing settings for users, I can’t make edits to it as it’s greyed out. If I wanted to make a change, I need to create a new “Share”. This then creates issues with the older report links shared out with a message saying “Unable to access the link.” Usability would greatly increase if admins had the ability to edit existing shares (i.e. remove a user(s), add a user(s) edit the sent time for scheduled reports, etc.)2). When trying to delete a singular sharing setting, it deletes the rest of the existing sharing settings as well and not just the one I want to actually delete. This means I have to re-add all of the existing sharing settings on the report from scratch. It would be super useful if an adjustment could be made where selecting “De

1 hour ago

Al MRegistered User

Customer Success (CS)

New JO builder template version analytics not updating

Hi all, We are experiencing some issues with the program analytics when it comes to the new JO builder. Specifically when checking the stepwise report, we’ve noticed that when filtering for the email template version the data does not update and remains static. I.e. CTR, Open rates, Delivery rates. Whereas with the legacy version of the JO program analytics you can gather this information at the email template version. Has any else noticed this issue and know of any possible workarounds?Our teams need this data to understand engagement across different versions/languages when it comes to email campaigns. Thanks a mill!

1 hour ago

sethGainsight Employee: ACE

All About Pulse

Networking at Pulse 2024 🙋

Here’s your chance to get ahead of the rush and raise your hand to connect with folks in person! People reliably report that the most rewarding part of these two(ish) wild days is the people who they meet. So, post below about your top interests for conversations that you want to have, so that the people who are looking for you can find you!

1229

1 hour ago

Chelsea RobertsShoshin

Attach document to Product UpdatesReleased

Hello,We moved our Product Updates process to the Community so that our Community could be the central location for our customers to learn about our products. Before our community, we would send out a PDF of our Release Notes to our customers directly via email. We now create multiple postings under Product Updates so that users could subscribe and better interact with the content by filtering posts by products that they have purchased or by searching.However, we are getting feedback from users that they REALLY miss the PDF. They want to be able to download a PDF for their records--or often times they are used to downloading a PDF, editing it, and sharing it with their teams. They really want a PDF to be attached to the posts. I noticed that you can attached files to most posting types--as a admin/moderator. It’s not a permissions thing--It’s just that product updates specifically doesn’t allow for file attachments. I would love to see taht option added so that we can meet our customer

1 hour ago

jjarvisRegistered User

Customer Success (CS)

Log email to timeline of multiple accounts

We have emails which we would like to log to two different companies, the European company, and the Far East company. Is there a way we can do this?

1 hour ago

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KKellumRegistered User

Customer Communities (CC)

SSO

27 minutes ago

Al MRegistered User

Customer Success (CS)

New JO builder template version analytics not updating

1 hour ago

jjarvisRegistered User

Customer Success (CS)

Log email to timeline of multiple accounts

We have emails which we would like to log to two different companies, the European company, and the Far East company. Is there a way we can do this?

1 hour ago

EvaVeteran Rookie

Customer Communities (CC)

Duplicated Event: Status does not change to "published" and adding event to featured topics widget does not work?

Hello!I just discovered this:I duplicated an event (the new feature) in Control. (First, I couldn’t find the duplicate/draft, because draft events are on the bottom/in last page of the entire list in the event overview😅)After I published the duplicated (and slightly updated) event, it was still marked as draft in Control.I double checked and hit “publish now” several times.The event was already displayed in the upcoming events tab in the community, but the status was still “draft” in Control. Only after a while, the status was “published”.→ how long does it take to change the status in Control? Then, I wanted to add this event to the featured topic widget on the home page, as usual. But it cannot be found. I checked several times. Even if I paste the entire correct name, I cannot add the event to this widget:→ is there a solution to this? Does it take a while, too? Thanks!

1 hour ago

Marc.HoganShoshin

Customer Success (CS)

New User Group not available in Homepage Configuration/Dashboards

I created a user group in user management. This group is required for a custom homepage and dashboard. When typing a name for this group in the assignment search field nothing appears. It has the same setting as a previous group which is available in the search. Appreciate any input.

5 hours ago

JustinJ6Registered User

Customer Success (CS)

Does Success Snapshots allow Notes to be populated

Hi,Does Success Snapshots allow admins to also populate notes or will that need to be manual? If possible, I think it will save our CSM’s a lot of time when presenting on key data instead of reading the powerpoint.

6 hours ago

KgastaldoChampion

Customer Communities (CC)

Is there a way to require members to select from a list of tags?

Hi All - Is there a way to create a list of tags and require users to select at least one when posting? I’m basically trying to get members to say what product they use when they post …

6 hours ago

esthertrapadouxShoshin

Customer Communities (CC)

Web analytics available for InSided?

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

1 day 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.

3 days 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.

4 days ago

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Please make the managing of shared reports an easier experienceOpen

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