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Live Stream the Pulse 2024 Keynotes!

2 days ago

12,116 Topics
49,747 Replies
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KatLeongGainsight Employee: Rookie

All About Pulse

Registration for Pulse 2024 is LIVE!

The word is finally out! We’re so excited to announce that Pulse 2024, the largest industry event for customer-led SaaS leaders, is open for registration!If you are looking to use up some of that remaining 2023 budget, get a head start on 2024 planning, or seeking to advance your career with the latest insights in Customer Success, this is a great time to secure your spot at Pulse.Save The Date:Date: May 15-16, 2024 Location: America’s Center, St.Louis, MO Attendance: 3,000+ Customer Success, Community, Product, and Customer Education professionalsSuper Early Bird pricing is available NOW so register today to lock in the lowest ticket rate! Why did we choose St. Louis for 2024? Great Question! Since 2013, Pulse called San Francisco home.We’ve decided to move to St. Louis to make Pulse more accessible to our entire community nationwide!You can read more about the decision here in our blog post!

29 minutes ago

LizetteAkkerRegistered User

Customer Success (CS)

Giving two CSMs access to a company record

Hi, We have a supporting CSM role in our environment, and these people assist the CSM with administrative tasks on their key accounts. Can I set up a company to be co-owned by two CSMs?

1 hour ago

ashleverShoshin

CE: Publish a course without interrupting a user flow if they're progressingNew Idea

When uploading a new version of an activity in a course and notifying users about it, they shouldn’t have to retake the entire course.

6 hours ago

ashleverShoshin

CE - password option for Open Access authenticationNew Idea

Users should be able to set a password in Open Access/self registration in Gainsight Education. Currently with this authentication option, users have to fill in their first names, last names, and emails every time they need to get into the Education platform (not a great experience).

6 hours ago

sarahmiracleACE

Required field option in Gainsight Home (GS Home)New Idea

In C360, when you make an attribute field editable, there’s an option for whether it’s “required” or not.In Gainsight Home, there is no option for making it “required.” Gainsight includes a “None” option on picklist values even if the admin does not add it themselves. In C360, you can avoid letting a user choose “None” by making it “required.” However if you include that same editable field in GS Home, the user is able to choose None as a value with no error. This is a huge issue for data governance and needs to be addressed!

11 hours ago

Gabmorris36Gainsight Community new member

Customer Success (CS)

Sending email using JO to an EMAIL DISTRO LIST

I am wanting to send a comm to a few email Distribution Lists, where groups of people receive emails using just one address. Is this something JO has the capability of doing? Ex. Send to: abc@test.com (put as participant) Received By: a@test.com, b@test.com, c@test.com, etc. Thanks!Gab

12 hours ago

AnitahgChampion in Training

Integrating marketplace/app store with communityNew Idea

Hi, anyone with experience and/or thoughts on what best practice to integrate a marketplace/app store in Gainsight Community?

13 hours ago

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Thursday US Admin Office Hours (CS Platform): May 16, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello from the Pulse converence everyone!This thread is for our upcoming Thursday Admin Office Hours session on Thursday, May 16, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm ET.I will try to find a quiet spot in a corner somewhere today to hold our usual Thursday office hours session, but it may not be as high-bandwidth as usual!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, May 16, 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 6548Pas

14 hours ago

Sharon BokShoshin

Community News

A Guide to Change Management: The 4 "Ts" of Training & Enablement

Change can be daunting. It disrupts the familiar, introduces uncertainty and is often met with resistance. In this blog article, Grace Tester discusses the four crucial elements team leaders need to include in an effective strategy when planning, communicating, and implementing change within an organization. A Guide to Change Management: The 4 "Ts" of Training and Enablement (ncloudintegrators.com)

16 hours ago

AnitahgChampion in Training

Schedule product updatesOpen

Hi, would it be possible to be able to schedule posts? Our tech writers publishing release notes and our documentation would in particular benefit from this feature.

16 hours ago

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Archive

This section contains archived community content

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464 topics
1780 Replies

LizetteAkkerRegistered User

Customer Success (CS)

Giving two CSMs access to a company record

Hi, We have a supporting CSM role in our environment, and these people assist the CSM with administrative tasks on their key accounts. Can I set up a company to be co-owned by two CSMs?

1 hour ago

Gabmorris36Gainsight Community new member

Customer Success (CS)

Sending email using JO to an EMAIL DISTRO LIST

12 hours ago

sagan_sherlinChampion

Customer Success (CS)

Rules Engine to close Success Plans?

Is it on the roadmap to give the option to close Success Plans/Tasks via the Rules Engine? I understand there is the option with Mass Edit. But there are times when it would be easier to have a Rule that looks for X and closes those items out. Rather than relying on an Admin to check every so often.If this is already out there, could someone provide the document? =)Thanks!

18 hours ago

katie.rayRegistered User

Customer Communities (CC)

Community Launch Ideas

Hey Team! We’re about to officially launch our new community and Im looking for examples (graphics, linkedin takeovers, etc) for launching the community! Thank you!

20 hours ago

SaifSNVeteran Rookie

Customer Success (CS)

Embed a tableau dashboard link on to a Gainsight Home Page/dashboard

Hey Community, I am trying to embed a tableau dashboard link on to a Gainsight dashboard and getting an error stating: dashboard refused to connect. There are 2 questions here -Is Gainsight application hosted within a company’s domain or is it somewhere else? Does every Gainsight instance have an IP address? If yes, where can I find it?

20 hours ago

StuartAll Star

Customer Success (CS)

CS CSQLs to SFDC Leads - is it possible to add additional fields to push to SFDC?

Hi folks, We’re looking to deploy CSQLs syncing to the Lead object in SFDC. Lead records in our Salesforce instance require certain fields to be populated to pass validation. The payload is currently only passing the following fields:Company Description Email First Name Last Name LeadContact LeadStatus SourceIs it possible to add additional fields to be synced? I’m unable to find a way, either in table view or detail view, to add the fields we require to sync to SFDC. I’m hoping there is functionality I just can’t see, rather than having to store the leads as GS Leads only then configuring a separate rule to push to SFDC. Appreciate any insight folks have! Thanks, Stuart

21 hours 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!

23 hours ago

jillian.bejtlichShoshin

Customer Communities (CC)

Quick Links Widget - 4 Across?

I think I’ve tried every change I can think of but just can’t get my Quick Links widget to do 4 across like Gainsight has on their home page here: I can only get 3 across (with 3) or double stacked rows of 2.What am I missing?

1 day ago

Hannah BaileyTeam Captain

Customer Communities (CC)

Draft Events - where to access them?

Hey! Love that we can save events as drafts, but having a hard time trying to find those drafts after saving. I saved the draft, went back into events page and not see it. And there are not filters to add to only show “draft” events. How do i access “draft events?”

2 days ago

taylorfrissRegistered User

Customer Success (CS)

Can you pull User Login History from the Gainsight API?

We would like to pull User Login History or at least Last Login Date from the Gainsight API, to facilitate internal reporting. There are things in G360 that aren’t calculated how we want them to be and we would like to centralize our software adoption reporting internally.

2 days ago

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