https://www.gainsight.com/blog/a-data-driven-approach-to-balancing-your-cs-team-workload/
A Data-Driven Approach to Balancing Your CS Team Workload | Gainsight Software
Nov 7, 2024 - B2B companies are scaling fast and CS executives often feel overwhelmed due to limited resources at their disposal. There’s a growing need for time
data drivenapproachbalancingteamworkload
https://communities.gainsight.com/ideas/allow-bulk-updates-to-gainsight-timeline-8678
allow bulk updates to Gainsight timeline | Gainsight Community
we have a few use cases where having the ability to write to Gainsight timeline in bulk would be highly useful Examples: If a CSM leaves PatientPop wi...
bulk updatesallowgainsighttimelinecommunity
https://communities.gainsight.com/product-experience-px-16/how-to-become-more-skilled-in-query-filters-criteria-8618
How to become more skilled in Query/filters/criteria | Gainsight Community
Hey Community, I wanted to get the best practices and understand how everyone has built their skills in query buliding, logic, criteria filters, etc. I’...
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https://communities.gainsight.com/customer-success-cs-15/how-to-change-the-fonts-in-downloaded-success-plans-6830
How to change the fonts in Downloaded Success Plans | Gainsight Community
Hi, Need to change the fonts that are alrady present in success plans. After exporting the success plan we need to do lot of manual work to change font...
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https://communities.gainsight.com/customer-success-cs-15/where-is-the-rest-api-or-other-api-documentation-4354
Where is the REST API or other API documentation? | Gainsight Community
I am trying to understand how to develop on the Gainsight platform, but I cannot seem to find any documentation or developer site/community. For example...
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https://www.gainsight.com/blog/5-product-analyses-that-put-customers-at-the-center-of-your-product-led-growth/
5 Product Analyses That Put Customers at the Center of Your Product-Led Growth | Gainsight Software
Jun 7, 2024 - This ebook is for product professionals that need clarity so that they can continue to be confident in what they are building and prove that their customers...
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https://communities.gainsight.com/perspectives-from-gainsight-9/seek-your-feedback-on-ui-usability-to-import-rules-and-reports-best-practices-1357
Seek your feedback on UI/usability to import Rules and Reports best practices | Gainsight Community
Hello customers, you may have already read about Gainsight Vault, released this month, which provides the ability for you to import best practices into...
your feedbackbest practicesgainsight communityseekusability
https://support.gainsight.com/gainsight_nxt/Administration_and_Permissions/Gainsight_Product_Adoption
Gainsight Product Adoption - Gainsight Inc.
product adoptiongainsightinc
https://www.gainsight.com/event/unlocking-potential-negotiation-strategies-to-enhance-your-cs-impact/
Unlocking Potential: Negotiation Strategies to Enhance Your CS Impact | Gainsight Software
Sep 11, 2024 - We’ll cover how to leverage data, AI tools, and personalised approaches to navigate challenging conversations, build stronger customer relationships, and close...
negotiation strategiesunlockingpotentialenhanceimpact
https://communities.gainsight.com/ideas/option-to-select-task-display-order-at-playbook-level-4205
Option to select Task Display Order at Playbook level | Gainsight Community
We would like additional flexibility to set the Task Display Order at the Playbook level. Some CTAs we want to have the tasks display in Due Date...
gainsight communityoptionselecttaskdisplay
https://communities.gainsight.com/customer-success-cs-15/are-there-still-plans-to-overhaul-improve-the-success-plan-ui-1184
Are there still plans to overhaul/improve the Success Plan UI? | Gainsight Community
I've seen mentions of this in other community posts, but no real update on the matter (I believe). We're piloting Success Plans with our CSMs right now...
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https://communities.gainsight.com/archive-216/index16.html
Archive | Gainsight Community
This section contains archived community content
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https://www.gainsight.com/blog/8-things-i-learned-about-cs-and-channel-partners/
8 Things I Learned About CS and Channel Partners | Gainsight Software
Apr 2, 2023 - As the cloud business model continues its relentless ascent to take over all software spending, companies are trying to figure out how to marry the SaaS
i learnedchannel partnersthingsgainsightsoftware
https://communities.gainsight.com/customer-success-cs-15/dialog-box-design-8198
Dialog box design | Gainsight Community
Is it possible to add the CTA on the image?I also would like the image to lay on the box without margins, is it possible?
dialog boxgainsight communitydesign
https://communities.gainsight.com/customer-success-cs-15/cta-closed-source-not-available-on-cta-2737
CTA: Closed Source not available on CTA | Gainsight Community
Identify the source of closed CTAs for Reports: The ability to identify the source (Manual, Rules, or Mass Edit) from which a CTA is clos...
closed sourcenot availablegainsight communitycta
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https://www.gainsight.com/solutions/gainsight-for-customer-experience-teams/
Customer Success for Customer Experience Teams | Gainsight
Oct 5, 2026 - Maximize the efficiency of your customer success automation by making data more accessible, providing a centralized view of the customer, and standardizing...
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https://communities.gainsight.com/ideas/compare-2-filtered-groups-in-retention-analysis-8806
Compare 2 filtered groups in retention analysis | Gainsight Community
The retention analysis now always compares the filtered group to the full dataset. Unfortunately, that full dataset also contains test setups. Would it...
retention analysisgainsight communitycomparefilteredgroups
https://communities.gainsight.com/customer-success-cs-15/ui-for-disabled-timeline-6556
UI for disabled Timeline | Gainsight Community
for disabledgainsight communitytimeline
https://www.gainsight.com/marketplace/item/executive-business-review/
Executive Business Review – App for Gainsight
Feb 27, 2025 - Help the customer appreciate the value that they’ve achieved and align on a path forward
business reviewexecutiveappgainsight
https://communities.gainsight.com/customer-success-cs-15/create-a-report-that-pulls-in-emails-sent-from-programs-with-the-account-managers-6775
Create a Report that pulls in emails sent from Programs with the Account Managers | Gainsight...
Hi there- I'm trying to figure out the best way to build a report. The report would be emails sent from a variety of programs we've built....
create a reportpulls inwith theaccount managersemails
https://support.gainsight.com/PX/Administration/General/Bulk_Export_Custom_Reports_from_PX
Bulk Export Custom Reports from PX - Gainsight Inc.
Jul 28, 2023 - This article explains how admins configure custom data exports to take advantage of usage data from Gainsight PX.
custom reportsbulkexportgainsightinc
https://communities.gainsight.com/perspectives-from-gainsight-9/helping-our-teams-through-this-crisis-9024
Helping Our Teams Through This Crisis | Gainsight Community
Gainsight Community Members… I hope you, your teams and your family members are safe during this tough time. We’ve written a few posts lately on helping...
our teamsgainsight communityhelpingcrisis
https://gainsight.swoogo.com/pulse2025
Pulse Presented by Gainsight
presented bypulsegainsight
https://communities.gainsight.com/community-news-2/community-search-updates-available-now-8863
Community search updates available now! | Gainsight Community
You may have noticed some recent improvements to Community search! Advanced Filters When you search for information on the Community, you now have adv...
community searchavailable nowupdatesgainsight
https://www.gainsight.com/resource/get-the-inside-track-on-effective-customer-expansion/
Get The Inside Track On Effective Customer Expansion | Gainsight Software
Sep 30, 2024 - Stop letting revenue slip through the cracks. The real gold? It’s already in your customer base. The State of Customer Expansion reveals the secrets of
the inside trackgeteffectivecustomerexpansion
https://plutonium.pluto.security/reports/claude/a34c0784-a7b7-4adf-882a-530a6a50d3c0/
Gainsight (Customer Communities) Security Review for Claude | Plutonium
Claude security review of Gainsight (Customer Communities). Ask your AI for the community insights you need
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https://communities.gainsight.com/%E3%82%B3%E3%83%9F%E3%83%A5%E3%83%8B%E3%83%86%E3%82%A3%E9%81%8B%E5%96%B6%E9%96%A2%E9%80%A3-421
コミュニティ運営関連 | 運用相談・ディスカッション・Q&A | Gainsight Community
gainsight community
https://www.gainsight.com/atlas/
Gainsight Atlas | AI Agents for Retention & Customer Growth
Sep 22, 2026 - AI agents that help you retain customers, forecast renewals, and scale coverage. Powered by Gainsight’s CustomerOS and available with Atlas.
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https://communities.gainsight.com/customer-success-cs-15/what-would-happen-if-a-variant-filter-is-set-to-a-value-that-does-not-yet-exist-6538
What would happen if a variant filter is set to a value that does not yet exist? | Gainsight...
Hi friends, I'm building a Program to automate part of our renewal cycle. I have a couple variants I'd like to use that will be sent to different custo...
what would happenset tonot yetvariantfilter
https://www.velaris.io/articles/gainsight-alternatives-for-customer-success
Gainsight Alternatives For Customer Success Teams
Discover the top 6 Gainsight alternatives for Customer Success teams, highlighting strengths, weaknesses, and the best fit for your business
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https://communities.gainsight.com/meetings-and-trainings-209/index9.html
Meetings and Trainings | Gainsight Community
Get access to a world of insights with trainings, webinars, roundtables, and more
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https://communities.gainsight.com/customer-success-cs-15/rule-that-auto-creates-new-fields-in-mda-6530
Rule that Auto-Creates New Fields in MDA | Gainsight Community
I am looking to log historical scorecard 2.0 comments in an MDA object, and I'm wondering how best to do this. I thought it could work to have an MDA ta...
gainsight communityruleautocreatesnew
https://support.gainsight.com/Skilljar/Develop_and_Customize/API/Full_API_Documentation
Full API Documentation - Gainsight Inc.
Aug 11, 2026 - Our API technical documentation is available via the link below.
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https://userinsight.ai/gainsight-vs-pendo-pricing
Gainsight vs Pendo Pricing and Gainsight PX vs Pendo Cost
Gainsight PX lists at $20,000 a year and Gainsight CS at $40,000 on AWS Marketplace. Pendo prints no price above free. Meters, add-ons and contract medians.
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https://jobs.fourdragons.com/jobs/275-customer-success-consultant-gainsight
Customer Success Consultant (Gainsight) | Four Dragons
Remote (US) · 40 hrs/wk. Customer Success Consultant with hands-on Gainsight experience. Requirements: - Strong Customer Success background with Gainsight -...
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https://communities.gainsight.com/ideas/non-admin-users-should-have-access-to-build-view-and-edit-reports-1826/index2.html
Non-admin users should have access to build, view, and edit reports | Gainsight Community
Similar to SFDC, users should be able to create reports ad-hoc and view existing reports. I'd also want to view reports WITHOUT having to include them i...
access togainsight communitynonadminusers
https://communities.gainsight.com/community-news-2/question-on-licensing-nxt-with-salesforce-8784
Question on Licensing NXT with Salesforce | Gainsight Community
We are evaluating Gainsight NXT and have some confusion on Salesforce Integration and Licensing - specifically this statement: If you have Gainsight use...
gainsight communityquestionlicensingnxtsalesforce
https://support.gainsight.com/gainsight_nxt/Sightline_Vault/01Overview/Overview_of_Sightline_Vault
Overview of Sightline Vault - Gainsight Inc.
Jun 11, 2026 - This article introduces Gainsight’s Sightline Vault feature.
overviewsightlinevaultgainsightinc
https://communities.gainsight.com/perspectives-from-gainsight-9/general-performance-of-the-gainsight-solution-instance-5494
General Performance of the Gainsight Solution/Instance | Gainsight Community
From time to time, the response time of our Gainsight instance/solution is slow to respond. I dont have anything specific. But I was w...
of thegeneralperformancegainsightsolution
https://www.erathos.com/en/pipelines/gainsight-cs-clickhouse
Gainsight CS to ClickHouse: real-time CS analytics | Erathos
Bring customer health data, NPS, and Gainsight CS usage into ClickHouse with Erathos. Start for free.
gainsight csreal timeclickhouseanalytics
https://communities.gainsight.com/customer-success-cs-15/faqs-while-configuring-jo-participants-9370
FAQs while configuring JO participants | Gainsight Community
Hi, this video covers the FAQs that usually customers ask while configuring the participants section of JO program. Please let me know your comments....
gainsight communityfaqsconfiguringparticipants
https://communities.gainsight.com/customer-success-cs-15/report-timeline-activities-based-only-in-one-cta-reason-3769
Report Timeline activities based only in one CTA Reason | Gainsight Community
Hi guys, I would like to know if there is a way to view information from CTAs and Timeline Activities in one object. I need to report how much time was...
in onegainsight communityreporttimelineactivities
https://communities.gainsight.com/customer-communities-cc-17/how-to-search-for-a-person-20228
How to search for a person? | Gainsight Community
When users search for another user, the search results don’t seem to serve up people/user profiles. Am I missing something? How would a user go about do...
how tosearch forgainsight communityperson
https://jobs.insightpartners.com/companies/gainsight?q=Project+Lead
Gainsight | Insight Partners Job Board
Search job openings across the Insight Partners network.
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https://communities.gainsight.com/data-catalog-connectors-313/spam-26365
Spam | Gainsight Community
This article lists all of the objects and fields related to spam in the communities data lake.content_reply_marked_as_not_spam (fact) content_reply_mark...
gainsight communityspam
https://support.gainsight.com/Staircase_AI/Release_Notes/Current_Release_Notes_-_2026/Pulse_2026_Release_Notes_for_Staircase_AI
Pulse 2026 Release Notes for Staircase AI - Gainsight Inc.
Jun 4, 2026 - This article lists all of the announcements and enhancements from the Pulse , 2026 Staircase AI product release.
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https://gainsight-ja.mindtouch.us/Gainsight_NXT_%E6%97%A5%E6%9C%AC/%E3%83%AA%E3%83%AA%E3%83%BC%E3%82%B9%E3%83%8E%E3%83%BC%E3%83%88/2023-24/06_Gainsight_NXT%E3%83%AA%E3%83%AA%E3%83%BC%E3%82%B9%E3%83%8E%E3%83%BC%E3%83%88_2024%E5%B9%B42%E6%9C%88
Gainsight NXTリリースノート 2024年2月 - Gainsight Japanese Localization
Apr 3, 2026 - この記事は、2024年2月のNXTリリースからのすべてのアナウン…
gainsightjapaneselocalization
https://communities.gainsight.com/customer-success-cs-15/writing-to-mda-data-objects-from-rules-engine-no-access-to-custom-tables-7710
Writing to MDA Data Objects from Rules Engine: No access to custom tables | Gainsight Community
Good Morning- Our new SVP of Client Success has some reports he needs built, however the data he’s asking for in one report come from multiple MDA t...
data objectsrules enginegainsight communitywritingmda
https://gainsight-ja.mindtouch.us/Gainsight_NXT_%E6%97%A5%E6%9C%AC/07360/%E3%81%8A%E3%82%88%E3%81%9D/360_%E6%A6%82%E8%A6%81
360 概要 - Gainsight Japanese Localization
Apr 3, 2026 - この記事では、C360 の概要を説明します。
gainsightjapaneselocalization
https://gainsight-ja.mindtouch.us/Gainsight_NXT_%E6%97%A5%E6%9C%AC/API_%E3%81%A8%E3%83%87%E3%83%99%E3%83%AD%E3%83%83%E3%83%91%E3%83%BC%E5%90%91%E3%81%91%E3%83%89%E3%82%AD%E3%83%A5%E3%83%A1%E3%83%B3%E3%83%88/%E6%A6%82%E8%A6%81
概要 - Gainsight Japanese Localization
gainsightjapaneselocalization
https://communities.gainsight.com/customer-success-cs-15/dynamic-cta-task-assignment-to-a-second-user-based-off-dynamic-cta-owner-user-record-9063
Dynamic CTA Task assignment to a second user based off dynamic CTA Owner User record | Gainsight...
In the ‘email assist’ tokenization of a CTA task, we can pull through a number of valuable fields based on records related to the ‘Call to Action → Assi...
to abased offdynamicctatask
https://communities.gainsight.com/customer-success-cs-15/scheduling-of-programs-aos-5914
Scheduling of Programs/AOs | Gainsight Community
Hi, One of the use cases we have heard from customers is the ability to publish the program at a certain date and time. The current methodology we reco...
gainsight communityschedulingprogramsaos
https://communities.gainsight.com/api-55/how-to-create-a-zendesk-integrated-support-ticket-submission-form-in-your-cc-22482
How to create a Zendesk integrated support ticket submission form in your CC | Gainsight Community
Integrated Form Submission Case Submission on inSpired Integrated Form SubmissionBy using both the CC and Zendesk APIs along with a Zapier workflow, it...
how tosupport ticketsubmission formgainsight communitycreate
https://communities.gainsight.com/customer-success-cs-15/gainsight-cs-patch-releases-are-live-7947
Gainsight CS Patch Releases are Live | Gainsight Community
We don't have a major CS release in September, but we have pushed several patches and hotfixes. You can find the details in our patch release notes:...
gainsight cspatchreleaseslivecommunity
https://communities.gainsight.com/customer-success-cs-15/any-recommendations-for-automating-messaging-with-dynamic-pronouns-8193
Any recommendations for automating messaging with dynamic pronouns? | Gainsight Community
My goal is to create a Template that includes sentences like “Allow me to introduce you to [Name]. [He/She] will be your Customer Success Manager.” The...
gainsight communityrecommendationsautomatingmessagingdynamic
https://support.gainsight.com/gainsight_nxt/Product_Requests/Product_Requests/Configure_Product_Requests
Configure Product Requests - Gainsight Inc.
Jan 29, 2025 - This article explains how admins can configure Product Requests feature for Customer Success Managers (CSMs) and Product Managers (PMs).
configureproductrequestsgainsightinc
https://communities.gainsight.com/customer-success-cs-15/can-you-embed-surveys-into-email-assist-191/index2.html
can you embed surveys into Email assist? | Gainsight Community
Can you put a survey into a email assist task?
can yougainsight communityembedsurveysemail
https://communities.gainsight.com/customer-success-cs-15/renewal-trending-report-5808
Renewal Trending Report | Gainsight Community
Hi,Happy Monday! I have a question about creating a report/graph that shows renewal progress throughout the year. I'd like to create a visualization of...
gainsight communityrenewaltrendingreport
https://communities.gainsight.com/perspectives-from-gainsight-9/how-do-gs-admin-s-tackle-currency-conversion-to-usd-4823
How do GS admin's tackle currency conversion to USD? | Gainsight Community
Hello, Looking to see how other admin's have solved currency conversion to USD within gainsight, or a load from SFDC. Today: ARR is shown i...
how docurrency conversiongainsight communityadmintackle
https://www.gainsight.com/blog/how-ai-is-empowering-csms-not-replacing-them/
How AI Is Empowering CSMs, Not Replacing Them | Gainsight Software
May 19, 2025 - For many of us, our introduction—and most of our understanding—of AI came from media. Whether AI found us through movies, cartoons, or books, it wasn’t a
empoweringcsmsreplacinggainsightsoftware
https://communities.gainsight.com/ideas/customize-in-line-survey-link-color-479
Customize In-Line Survey Link Color | Gainsight Community
Hi, Is it possible to customize the link colors for in-line survey questions in email templates? When creating the template itself I can do the u...
in linegainsight communitycustomizesurveycolor
https://tingono.ai/blog/how-tingono-adds-a-refreshing-new-intelligence-layer-to-gainsight
How Tingono Adds a Refreshing New Intelligence Layer to Gainsight
Customer Success Managers and customers alike will enjoy better results and stronger relationships when Tingono is paired with Gainsight.
tingonoaddsrefreshingnewintelligence
https://communities.gainsight.com/customer-success-cs-15/need-to-show-the-different-error-in-the-survey-text-analytics-8374
Need to show the different Error in the Survey Text Analytics | Gainsight Community
Hi Team, Can we show different error messages like "You need 20 responses to a question before Text Analytics can be used" instead of "It looks empty he...
need totext analyticsgainsight communityshowdifferent
https://communities.gainsight.com/customer-success-cs-15/power-lists-validate-against-underscores-235
power lists - validate against underscores | Gainsight Community
In the process of wanting to clean up power lists of generic names, I am testing with underscores to exclude any name that contains two underscores. Whe...
power listsgainsight communityvalidateunderscores
https://www.gainsight.com/blog/from-one-csm-to-another-5-saas-customer-success-pro-tips/
From One CSM to Another: 5 SaaS Customer Success Pro Tips | Gainsight Software
Nov 7, 2024 - I’ve been in the SaaS customer success space for more than a decade now and have seen it transition from reactive procedures to a proactive approach
from onecustomer successpro tipscsmanother
https://communities.gainsight.com/meetings-office-hours-3/emea-admin-office-hours-16-1-20-8569
EMEA Admin Office Hours - 16/1/20 | Gainsight Community
This thread is for the Admin Office Hours session for Thursday Jan 16th,2020. Submit your questions to this thread and we'll address them during our ses...
office hoursgainsight communityemeaadmin