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katepalliGainsight Employee: Rookie

Can't perform search in dynamic JO email filter step

Hi Team,When we are trying to set up a filter on an email version in the email template under a new dynamic JO, we didn't have the option to search for the field, we just need to select a field from available fields. The search option is available in old JO. @vmallya

2 minutes ago

katepalliGainsight Employee: Rookie

Customer Success (CS)

Unable to add/ edit fieldsin scorecard fact objects.

Hi Team,For scorecard fact objects, we are showing Add/ edit fields option in data management page, ideally, this is a standard object and one cannot add filds to this object.Since, we are showing that option, when users are trying to edit any fields they are receiving this error - “database operation failed. Contact support”.Could you please make the Add/ edit field option as grayedout or change the field type to system to avoid the confusion for the customers.@ChiragJ

5 minutes ago

drdavisShoshin

Customer Success (CS)

Email Template adding an attachment

Hello - I am working on an email template and would like to add a PDF attachment. I see it in the template however when sending a test the attachment is not available. Thank you for your help. Dawn

8 minutes ago

AdriPRegistered User

All About Pulse

Teamwork Triumph Unlocking Success Through Customer Centric-Collaboration Pulse 2024 Teaser (1 of 3)

Misconceptions about customer-centric collaborations are OUT (but the 80s are still in baby🕺🏻).Join me, Carol Keyes, and Victoria Barry at Gainsight Pulse as they walk you through how to unlock success that is customer-centric. Not sales-centric, not marketing-centric, not even product-centric! ⚡️Here's what you can expect⚡️:• Learn about proven, data-driven collaborative strategies• Encounter real-world examples of Gainsight programs that impacted customer outcomes• Find the customer data that actually matters to your customer and not vanity metrics• Discovering how to get everyone on board with risk management I am totally stoked to be a part of this amazing team and share some of our success with the industry we love! See ya there!View Original LinkedIn Post

43 minutes ago

Jessica.QuazzaGainsight Employee: Rookie

Gainsight CC Roadmap Update #30Roadmap

Community is all about connecting. And the more connected your community is - to each other, resources, and even your company - the more impactful it can be. We’ve been laser-focused on building new and better ways to create these connected experiences, empowering you to take your community to the next level.New Features & Enhancements: Now in Beta: Coming Soon: Let us know what you think!We have a lot to cover in our 30th(!!!) roadmap update, so let’s jump right in.New Features & Enhancements: Time for some spring cleaning!Just like your home, every little product nook and cranny deserves some love in the spring! Shining a little sunlight on these small improvements has us feeling energized and ready to tackle the big stuff! Calendar support for both Outlook Personal and Office 365 in Events: The “Add to Calendar” button for Outlook was initially set to create the event in a personal Outlook calendar. We’ve updated the options to include Office 365 calendars. Sort event types

453

5 hours ago

Jessica.QuazzaGainsight Employee: Rookie

An Easier, More Intuitive Way to Create EventsRelease

Your feedback continues to be the heartbeat of our community. Among the many insightful suggestions, the event creation process emerged as a focal point for enhancement. Your voices were heard loud and clear, and we've been hard at work bringing your ideas to life! Today, we're thrilled to unveil a revamped event creation experience, packed with enhancements that simplify the process so you can spend more time building excitement around the event and boosting registrations, and spend way less time getting things set up.Let’s take a closer look at what’s new!Refreshed Event Creation FlowWe've reimagined the event creation flow to streamline the process and enhance clarity. With a fresh look and feel, it's now simpler to navigate different sections and make crucial choices, such as RSVP types, with confidence.Here's what's new:Automatic Timezone Pre-filling: Your current timezone is now automatically populated, saving you valuable clicks. Efficient Time Selection: Selecting the start dat

1094

5 hours ago

ashleverShoshin

Integration between CS, CE, CCNew Idea

Right now, the existing integrations in CE and CC will write information to Gainsight CS. When will the integrations be bi-directional, to get customer/user data to flow into CE and CC?I believe there are current workarounds but this isn’t documented anywhere When will the integrations be able to work without the workarounds?

5 hours ago

Kaori WakuiGainsight Employee: Shoshin

Gainsight GameChanger Japan

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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 …

7 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.

10 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?

20 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.

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.

3 days ago

silasramsdenShoshin

Customer Success (CS)

Case expression logic in CSV JO programs

Hi,We use this standard case expression logic in the majority of our query builder JO programs:We would like to replicate this logic in CSV JO programs to avoid the need to manually export and upload the sender name and email on the CSV file, which introduces a delay between export and trigger date, within which some accounts may have been reassigned.We know we can pull in the CSM email with calculated fields by matching on account ID:But this doesn’t allow us to configure the logic which will use the CSM email for certain segments, while using the generic email address for other segments.Is there any way to achieve this without having to maintain a separate sender email address attribute at the account level, and without having multiple JO programs? Both of these workarounds introduce too much overhead.Regards,Silas

4 days ago

EveShoshin

Customer Communities (CC)

How do I add new users?

How do I add users?

5 days 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?

5 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.

6 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”?

6 days ago

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