Community

Gainsight.com
Support & Documentation
Marketplace
Training
Pulse+

Ideas
Events
Groups & Betas
Product Updates
- - CC Knowledge Base

Small Group Admin Roundtables at Pulse 2024 - Limited spots!

20 days ago

Welcome to the Gainsight Community

11,997 Topics
49,360 Replies
12,902 Members

Here for a Gainsight Product?

Ask questions, find answers, share product ideas and collaborate with our community of Gainsight customers

Customer Success

Product Experience

Customer Communities

Customer Education

Here for Inspiration?

Explore, discover and share industry best practices, case studies and inspiration

Customer Success Programs

Digital Product Adoption

Community Building Strategies

Learning and Education

Spotlight

Recently active
Categories
Help others

EvaVeteran Rookie

Customer Communities (CC)

What is the Module and Key for phrase: By replying to a group topic, you will become a group member automatically. ?

Hello! I just discovered with my test user (registered user role) in my productive community, that there’s a (new?) phrase: By replying to a group topic, you will become a group member automatically. This phrase is not displayed for my admin user when user is not part of group:So, I gave my test user the admin role, but phrase is not editable (Edge, Chrome, Firefox):I also cannot find it in the Phrases in Control.→ What is the Module and Key for this phrase? Can someone kindly share this?Thanks!

andreammeldeACE

Create folders in External Actions, allow to search for name, and delete. Overall needs more tools to better manageNew Idea

External Actions is sorely lacking any organization. I cannot categorize or search by name, making managing difficult to scale. Given SO MANY objects (Success Plans, CTAs, Customer Goals, Timeline…. the list goes on and on) can only be updated via External Actions/ APIs, this should be much easier to manage. Under each Connector, it would be ideal to create folders. There should be a universal search across any connector setup as well. I should be able to delete an external action as long as there is no dependency, or at least find some way to indicate it is not active Example of how messy it gets:

Luis PereiraRegistered User

Managing External Actions - Deleting and sortingNew Idea

Hello! How do we delete actions on the External Actions? I’m performing a deep cleaning and there are actions that I no longer need and some support based ones too. And, also they randomly sort: not by name, not by last modified, not by last added. In general the External Actions needs a lot of work to just be user friendly - seems to have been coded in a rush.

jillian.bejtlichShoshin

Customer Communities (CC)

Best practices for dealing with AI Spam?

Hi all,We’re definitely starting to see spam ramp up in our community and while I’ve taken every proactive measure I can think of… there’s got to be more!We’re still seeing a lot of spam sneak through the Akismet filter - mostly because spammers are getting crafty by generating AI ‘answers’ and sneaking links in. Or sometimes they just post something that is clearly spam (example: a scantily clad woman with an inapproriate title) and Akismet is like “Looks great. Post!” 😫Things we’ve done:Actively use the Akismet spam filter properly by tagging spam as such and removing through the spam page Liberally banning users who exhibit any spam like behaviors including suspicious posts Setup a Zap that alerts us with a Slack message for any post that includes a link so we can reviewThings we can’t do:Permanently turn on pre-moderation. It kills engagement in our community and raises redundant posting significantly.Any ideas? What I really wish we had was a Zapier trigger that would allow us to

summersShoshin

Customer Communities (CC)

Embedding Survey into a Post

Hello everyone,I'm looking to integrate a forum into one of our community posts and would appreciate any insights or tips on the best way to accomplish this. Has anyone here done something similar, and if so, could you share your experience or advice on the process? Your input would be incredibly valuable. Thank you in advance!

FrankProduct Guru

Creating content

Add a Typeform Survey To Your Topic

Fancy doing some research and gathering the voices of your customers? Typeform is here to help. Adding a Typeform survey to topics is as easy as embedding a video. How To Add a Typeform Survey To Your TopicCreate a new topic (either via Control or directly in the community) In the topic Description press the Embed media icon Paste your Typeform URL and press Insert When the topic is posted your Typeform survey will now be embedded in your post.An example of a Typeform Survey in a topic can be found in this topic: Retiring the survey module - Announcing integration with TypeformIf you are unsure about how Typeform handles data security and privacy you may find the information you need in one of the following FAQ’s:What happens to my data? What is GDPR? Data portability GDPR rights for respondents What other companies do we share data with? Security at TypeformIf you don't want to store the data on TypeForm servers, you can use the Responses API to send the data somewhere else AND delete

mallenRegistered User

All About Pulse

Excited to take the stage at Pulse 2024 and talk all about Healthscoring!

I’m stoked to be going to Pulse in May and sharing our journey here at Okta on health scoring. My session is Navigating Complexity: Okta’s path to a comprehensive and saleable health score.I’ll be going through Okta’s transformative journey and deep diving through the evolution of our health score. I’ll be sharing how we set up our initial, more basic health score in Gainsight and then showing our transition to a multi-score model due to progressing business needs and digging into real world examples of our learnings from using those different scores to excel in our digital journey and to improve our CSM lead journey.Last but not least, I'll be sharing how we arrived at our Holistic Health score, where we have become more automated and scalable using such features as Gainsight’s Relationship scores to calculate product specific scores!

heather_hansenGrand Slammer

Sticky Filters in Company PersonNew Idea

Found this request that has been solved, but only by creating the Active/Inactive views. Would be good if filters could remain sticky or allow the end user to save their own views similar to Cockpit.Related ask:

heather_hansenGrand Slammer

Ability to create custom views for People sectionNew Idea

We’d like the ability to create custom views for the People section of the C360. Our use case - we have specific types of contacts that we want our teams to update frequently. Ideally, I could create a custom view named Key Contacts so that the team could just use that to get to those specific contacts. I know they can create their own filters, but that can be challenging for someone who doesn’t have a lot of experience with Gainsight’s data structure.

darkknightGrand Slammer

Company Person section should have column filtersNew Idea

Company Person section of C360 should have column filters - all I can quick search for is Name or Email, without having to go through the lengthy filter process.

Welcome

Community News

355 topics
1118 Replies

Discuss Gainsight Products

Customer Success (CS)

Customer Success (CS)

4733 topics
14941 Replies

Product Experience (PX)

Product Experience (PX)

634 topics
1288 Replies

Customer Communities (CC)

Customer Communities (CC)

1688 topics
5827 Replies

Customer Education (CE)

Customer Education (CE)

19 topics
14 Replies

Share Industry Perspectives

Deliver Customer Success

Deliver Customer Success

629 topics
1634 Replies

Drive Product Adoption

Drive Product Adoption

89 topics
124 Replies

Build Communities

Build Communities

275 topics
739 Replies

Foster Learning & Education

Foster Learning & Education

2 topics
1 Reply

All About Pulse

All About Pulse

144 topics
596 Replies

Meetings and Trainings

Get access to a world of insights with trainings, webinars, roundtables, and more

Meetings & Office Hours

Meetings & Office Hours

1285 topics
3946 Replies

Training & Certification

Training & Certification

92 topics
160 Replies

Archive

This section contains archived community content

Archived content

Archived content

464 topics
1780 Replies

jillian.bejtlichShoshin

Customer Communities (CC)

Best practices for dealing with AI Spam?

Hi all,We’re definitely starting to see spam ramp up in our community and while I’ve taken every proactive measure I can think of… there’s got to be more!We’re still seeing a lot of spam sneak through the Akismet filter - mostly because spammers are getting crafty by generating AI ‘answers’ and sneaking links in. Or sometimes they just post something that is clearly spam (example: a scantily clad woman with an inapproriate title) and Akismet is like “Looks great. Post!” 😫Things we’ve done:Actively use the Akismet spam filter properly by tagging spam as such and removing through the spam page Liberally banning users who exhibit any spam like behaviors including suspicious posts Setup a Zap that alerts us with a Slack message for any post that includes a link so we can reviewThings we can’t do:Permanently turn on pre-moderation. It kills engagement in our community and raises redundant posting significantly.Any ideas? What I really wish we had was a Zapier trigger that would allow us to

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.

gracelcShoshin

Customer Success (CS)

Filling in Blank Values when using a Query in Journey Orchestrator

Hi everyone!I'm sending a JO from the CSMs email address but for some accounts there is no CSM, so the value is null and those participants are therefore failing. Is there a way to input an email address in place of the CSM email address where that field is blank when using a query to pull participants into a Program?

hiteshRegistered User

Customer Success (CS)

[Ask from Customer] To have Tool-tip/Help-text as like in Salesforce inside Gainsight instances while using it

In Sales force we have tool-tip/help-text populates in form of "i" while adding/updating any field or performing operations. For example, we are adding the sales force field in C360 at that time customer would like to see the same tool-tip/help-text value in Gainsight. Are we planning to have such mechanism in our products? Above snapshot from my local Org. Please share your thoughts on this.

lpiconeVeteran Rookie

Product Experience (PX)

KCBot localization with different URL destinations

Has anyone solved for this scenario?Product site and help articles are localized in 20+ languages.I really don’t want to manage 20+ KC Bots just to point users to localized content, has anyone solved for auto-redirecting where you are dynamically updating the host/base url.How are people using the functionality below?https://support.gainsight.com/PX/Release_Notes/2021_Release_Notes/2_PX_Release_Notes_November_2021#Link_External_Resources_with_Javascript_Function_Call

JeppePeppeVeteran Rookie

Customer Communities (CC)

Optimizing Dynamic Content Widget for mobile

Hi!Trying to make use of the dynamic content and featured topics widget, but I’m not a fan of carousel layout when viewed on a mobile. Does anybody know a way (with custom css or other workarounds) to remove the carousel feature, and make it into 2 columns when in mobile view? We have done this with a custom html element, but it’s harder with a built in component :) How it is now: How i would like it to be: (just the layout) EDIT: Same goes for the Featured Topics Widget.

jevaalerRegistered User

Customer Communities (CC)

Gainsight and Confluence Integration

Hello,We are working on a customer community platform using Gainsight and we have run into a bit of a tech issue. Our company has an existing knowledge base on Confluence that we were hoping to integrate with the Gainsight platform, so people can search our Confluence Knowledge Base directly from the customer community we’re using Gainsight to build.I’ve been told that there should be an out of the box connector for us to merge/connect the two, but I’ve been unable to find it, or any documentation for it.How can we connect out Confluence Knowledge Base with Gainsight? If that’s even possible?

DannyPancratzGrand Slammer

Customer Communities (CC)

How does the Introductions Widget work?

If a user closes it, will they never see it again? What if that widget is removed and a new introductions widget is added? I’d love some documentation on this widget, but can’t really find it.

John TShoshin

Product Experience (PX)

Identifying When User Have Completed (clicked) Two or More Features

My Product Managers would like to know when Users have completed a series of tasks/steps e.g., clicked two or more mapped features.These Features are “connected” by the logical AND statement.For example, how can I get a count of Users that clicked (Feature A) AND (Feature B) AND (Feature C)? The Funnel report accomplishes this and I’ve considered it.But, the Funnel report doesn’t present its results in a line graph format, per day, per week, etc.I was hoping to create a line graph that showed ONLY the count of Users that completed the specified Features (steps). I know I can enter multiple Rules under a single Feature.I also know I can enter multiple Features under a Module.However, the Rules under a Function are logically evaluated using BOOLEAN “OR” logic.Similarly, Functions under a Modules are logically evaluated using BOOLEAN “OR” logic.For example,Suppose we have a Feature that has two Rules, Rule 1 and Rule 2.If Rule 1 is TRUE, then the Feature is TRUE (counted),-OR-If Rule 2 is

BevyProductRegistered User

Product Experience (PX)

Ability to change order of guide buttons

Hi everyoneI’m using the descriptive tooltip default template for a guide walk through. In the image you can see that I’ve enabled the Next (start) button and the Skip button. Ideally I would like to flipflop the two buttons so the Next button is on the right side. I’m unable to figure out how you could customize this. Has anyone dealt with this need before? Thanks!

Customers changing the game

It's a new week! This list will populate as soon as we have a few more activities.

Show full leaderboard

It's a new week! This list will populate as soon as we have a few more activities.

Show full leaderboard

Gainsight Events

Gainsters changing the game

Show full leaderboard

Show full leaderboard

Ongoing GameChanger programs

Alekhya Jujjavarapuhas earned the badge Level 2 Reports & Dashboards
Athulhas earned the badge Level 2 Reports & Dashboards
Venkat Saihas earned the badge Level 2 Reports & Dashboards
prestondemariahas earned the badge Level 2 Reports & Dashboards
SaraMhas earned the badge Level 2 Reports & Dashboards

Show all badges

Powered by Gainsight

Terms & Conditions Cookie settings

© 2023 Gainsight,Inc, The Customer Success Company. All rights reserved.

655 Montgomery Street, 7th Floor | +1 (888) 623-8562

San Francisco, California 94111, United States

Terms and Privacy

Terms & Privacy
Gainsight Inc.
Gainsight Blogs
Pulse Conference

Facebook
Twitter
Instagram
LinkedIn

Gainsight Support
Gainsight Webinars
Gainsight Status
Admin Office Hours

Sign up

If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.

Else, please continue with the registration below.

Username *

E-mail address *

First name *

Last Name *

Company *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Welcome to the Gainsight Community

Retrieve username / Reset password or Create an account

Username or Email

Password

Remember me

Forgot / reset password

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK