https://communities.gainsight.com/perspectives-from-gainsight-9/tales-of-groc-chapter-5-new-model-1614
Tales of Groc: Chapter 5 - New Model | Gainsight Community
[i]Geologists from Stanford University recently made an astounding discovery. Drilling core samples in Palo Alto, a thousand feet below Sand Hill Road,...
tales ofnew modelgainsight communitygrocchapter
https://communities.gainsight.com/customer-success-cs-15/advanced-outreach-details-model-screen-save-cancel-buttons-are-out-of-view-3823
Advanced Outreach details/model screen - Save/Cancel buttons are out of view | Gainsight Community
I'm wondering if I'm the only one having this issue (on Chrome on a Macbook), because I would have thought it would have been posted here by now, if not...
out of viewgainsight communityadvancedoutreachdetails
https://communities.gainsight.com/customer-success-cs-15/new-in-app-walkthroughs-available-for-cockpit-and-timeline-3106
New In-app Walkthroughs Available for Cockpit and Timeline | Gainsight Community
new ingainsight communityappwalkthroughsavailable
https://communities.gainsight.com/ideas/hover-over-options-for-customer-summary-fields-on-360-949
Hover over options for Customer Summary Fields on 360 | Gainsight Community
I've heard a couple customers ask for the ability to show 'hover over descriptions' of the fields shown in the Summary section of the Customer360 page.
gainsight communityhoveroptionscustomersummary
https://communities.gainsight.com/ideas/email-signature-5654
Email signature | Gainsight Community
CSM would like to import their signature as formatted in Outlook to Gainsight. CSM wants to include in email assist templates and JO.
email signaturegainsight community
https://communities.gainsight.com/topic/new?fid=45
Join the conversation | Gainsight Community
On the Forum you can ask questions or take part in discussions.
join the conversationgainsight community
https://communities.gainsight.com/customer-success-cs-15/historic-rule-run-limited-to-200-4171
Historic rule run limited to 200 | Gainsight Community
As requested by many users, we have now limited the number of runs when the rules are run for a historical period. If you have the rule scheduled to run...
gainsight communityhistoricrulerunlimited
https://communities.gainsight.com/product-experience-px-16/tip-of-the-week-send-emails-to-respond-to-nps-surveys-7544
Tip of the Week: Send Emails to Respond to NPS Surveys | Gainsight Community
NPS surveys are a great way to gain a pulse on the health or sentiment of users/accounts. As a company, it’s crucial to stay up to date on how your cust...
of thesend emailsnps surveysgainsight communitytip
https://communities.gainsight.com/customer-success-cs-15/dkim-verification-requirement-on-email-server-6564
DKIM Verification Requirement on Email Server | Gainsight Community
One important requirement for this feature that I don't think was ever explicitly stated by Gainsight is that your org must use DKIM verification on the...
email servergainsight communitydkimverificationrequirement
https://communities.gainsight.com/ideas/ability-to-change-cta-types-and-reasons-1716/index2.html
Ability to change CTA types and reasons | Gainsight Community
I have worked with multiple customers lately who have been restructuring the Type and Reasons of CTAs framework and would like to know if it...
gainsight communityabilitychangectatypes
https://communities.gainsight.com/customer-success-cs-15/customer-success-support-the-perfect-pairing-24195
Customer Success & Support: The Perfect Pairing 🍷🧀 | Gainsight Community
What’s better than the perfect wine and cheese pairing? Support ticket data and customer success of course! Okay- maybe it’s not as good as a glass of c...
customer successthe perfectgainsight communitysupportpairing
https://communities.gainsight.com/ideas/make-g360-reports-more-flexible-for-customers-admins-7521
Make G360 reports more flexible for customers' admins | Gainsight Community
Hi everyone - I saw this post from a couple years ago about allowing more flexibility in G360 reporting. It's marked as "implemented,"...
for customersgainsight communitymakereportsflexible
https://communities.gainsight.com/customer-success-cs-15/surveys-adding-disclaimer-to-use-positive-feedback-8209
Surveys- adding disclaimer to use positive feedback | Gainsight Community
Hi there,We’re thinking of adding in a disclaimer at the end of our next CSAT or NPS survey, something like “by participating in this survey you agree t...
positive feedbackgainsight communitysurveysaddingdisclaimer
https://communities.gainsight.com/customer-success-cs-15/e-mail-to-timeline-delete-drafts-with-rules-engine-7022
E-Mail to Timeline: Delete drafts with Rules Engine | Gainsight Community
Good Afternoon- I had a request from our CCO regarding E-Mail to timeline Drafts: Is it possible to write a rule to automatically delete timeline Draf...
e mailrules enginegainsight communitytimelinedelete
https://communities.gainsight.com/product-experience-px-16/why-is-the-new-snooze-engagement-option-not-available-for-dialogs-14988
Why is the new Snooze Engagement option not available for Dialogs | Gainsight Community
We were excited to use the new Snooze Engagement button feature, but it doesn’t appear to be available for Dialogs. This is where it would be of most us...
is thenot availablegainsight communitynewsnooze
https://communities.gainsight.com/customer-success-cs-15/ui-view-used-to-be-full-page-now-its-cut-in-half-4293
UI View used to be full page now its cut in half | Gainsight Community
My UI view used to span down to the bottom of the page. I made some new changes to some fields and now it has become really small for the whole team and...
used to becut in halffull pagegainsight communityview
https://communities.gainsight.com/
Welcome to Gainsight Community | Gainsight Community
Join the Gainsight Community to ask questions, find answers, discover best practices and share product ideas
welcome togainsight community
https://communities.gainsight.com/customer-success-cs-15/how-do-you-create-a-powerlist-rule-based-on-an-anniversary-date-3214
How do you create a powerlist/rule based on an anniversary date? | Gainsight Community
I'm working on sending automated emails with invitations to have clients participate in business reviews. These emails need to go out every six months s...
how do youbased ongainsight communitycreatepowerlist
https://communities.gainsight.com/customer-success-cs-15/action-type-send-email-configuration-4151
Action Type: Send Email Configuration | Gainsight Community
So I've been struggling to configure a rule that assigns a CTA to the assigned CSM for the account AND also sends an email to the assigned CSM. Here's...
send emailgainsight communityactiontypeconfiguration
https://communities.gainsight.com/meetings-office-hours-3/emea-admin-office-hours-tuesday-session-26-04-2022-13521
EMEA Admin Office Hours(Tuesday session) - 26/04/2022 | Gainsight Community
This thread is for the Admin Office Hours session for Tuesday April 26th, 2022. Submit your questions to this thread and we'll address them during our s...
office hoursgainsight communityemeaadmintuesday
https://communities.gainsight.com/customer-success-cs-15/deadline-dates-for-service-work-advice-needed-5529
Deadline dates for service work, advice needed | Gainsight Community
Thanks in advance from a newbie for any help. I've been asked to create a playbook that covers a professional services workflow. This is how I envision...
advice neededgainsight communitydeadlinedatesservice
https://communities.gainsight.com/customer-success-cs-15/update-objective-cta-start-and-end-dates-using-the-rules-engine-7194
Update Objective CTA Start and End dates using the Rules Engine | Gainsight Community
Hey eveyone, new admin, first post. We're looking for a way to dynamically update dates for Objective CTAs in a Success Plan. It would also be nic...
the rulesgainsight communityupdateobjectivecta
https://communities.gainsight.com/customer-communities-cc-17/music-forum-suggestion-18561
Music forum suggestion | Gainsight Community
Hi all! I wanted to ask you if you have any suggestion for a Music Forum content. Our concern is that users don't engage much with music topics, they...
music forumgainsight communitysuggestion
https://communities.gainsight.com/customer-success-cs-15/ui-limitation-c360-608
Ui limitation - c360 | Gainsight Community
Hi there, Currently the product puts a limit on the # of fields allowed for the summary section. I understand the balance/concern on loading time...
gainsight communitylimitation
https://communities.gainsight.com/archive-216/index16.html
Archive | Gainsight Community
This section contains archived community content
gainsight communityarchive
https://communities.gainsight.com/customer-success-cs-15/notification-for-failed-outreaches-5833
Notification for Failed Outreaches | Gainsight Community
I know that we can add an email every time an outreach runs.. but is there a way to receive a notification if an outreach fails to run?
gainsight communitynotificationfailedoutreaches
https://communities.gainsight.com/customer-success-cs-15/update-scorecard-measure-9228
Update Scorecard measure | Gainsight Community
Hi Team Currently a customer has 2 scorecards for few accounts and looking to update the score card measures which is not selected in the C360 section....
gainsight communityupdatescorecardmeasure
https://communities.gainsight.com/ideas/change-management-log-to-identify-what-changes-have-been-made-and-by-whom-3496
Change Management log to identify what changes have been made and by whom | Gainsight Community
change managementhave beengainsight communitylogidentify
https://communities.gainsight.com/customer-success-cs-15/can-we-add-the-cta-label-to-the-email-activity-bcc-to-timeline-6823
Can we add the CTA label to the email activity bcc to timeline? | Gainsight Community
Our CSMs use CTAs to remind them to reach out to customers to schedule meetings, then take notes and record their meeting follow-up emails from within t...
can wethe ctaemail activitygainsight communityadd
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://communities.gainsight.com/customer-success-cs-15/hi-is-there-a-way-to-change-the-activity-type-for-to-dos-created-in-timeline-1658
Hi is there a way to change the activity type for to-dos created in timeline? | Gainsight Community
As an example, our internal teams are looking to modify the activity type within timeline, as generally these "to-dos" or tasks tie back to work that is...
is therea waygainsight communitychangeactivity
https://communities.gainsight.com/customer-success-cs-15/a-method-for-importing-sfdc-fields-to-success-plans-7159
A method for importing SFDC fields to Success Plans | Gainsight Community
Hey all! First time poster, so if this is something widely known... please feel free to let me know and I can pull this down. Our team's challenge...
a methodsuccess plansgainsight communityimportingsfdc
https://communities.gainsight.com/ideas/add-enrollment-close-date-for-multi-session-ilt-30719
Add Enrollment close date for multi-session ILT | Gainsight Community
When adding multiple sessions in an instructor-led course, it would be nice to add a field where we can apply an enrollment cut off date per session.
close dategainsight communityaddenrollmentmulti
https://communities.gainsight.com/customer-success-cs-15/move-an-existing-scorecard-measure-into-a-group-6604
Move an existing Scorecard Measure into a group? | Gainsight Community
I have a CSM Sentiment measure in my scorecard that lives outside of a Measure Group. With the upcoming feature to be able to report on the same Measur...
a groupgainsight communitymoveexistingscorecard
https://communities.gainsight.com/perspectives-from-gainsight-9/best-practices-cs-commissions-3355
Best Practices: CS Commissions | Gainsight Community
How does your Customer Success team structure commissions? Do you factor in retention, renewals, and expansion? We've written about how we recogn...
best practicesgainsight communitycommissions
https://communities.gainsight.com/customer-success-cs-15/people-maps-enhancement-request-10662
People Maps Enhancement Request | Gainsight Community
From the customer ”Currently, the Influencer action allows for you to add from Gainsight user object or Company person object. Due to ADP only deploying...
gainsight communitypeoplemapsenhancementrequest
https://communities.gainsight.com/customer-communities-cc-17/customize-knowledge-base-url-gainsight-community-30509
Customize Knowledge Base URL | Gainsight Community | Gainsight Community
Hey there,is it possible to customize the given URL for the knowledge base? As in our case, we gave it a german name, since that fits for our community,...
knowledge basegainsight communitycustomizeurl
https://communities.gainsight.com/customer-success-cs-15/not-able-to-share-c360-page-6734
Not able to share C360 page | Gainsight Community
I am not able to share/ download c360 page with users. When i select Share C360 no action takes place. If i select Export C360 i get a mail with Ppt...
able togainsight communityshare
https://communities.gainsight.com/customer-success-cs-15/rules-don-t-do-rounding-correctly-3268
Rules don't do rounding correctly | Gainsight Community
I have a Rule that pulls all customers where a field is greater than ".5" and less than or equal to ".9" It's returning customers whose values are betw...
gainsight communityrulesroundingcorrectly
https://communities.gainsight.com/archived-content-217/leverage-customer-health-data-to-drive-expansion-25269
Leverage customer health data to drive expansion | Gainsight Community
IntroductionUnderstanding and leveraging customer health data is a game-changer when it comes to identifying and driving expansion opportunities. By eff...
health datato drivegainsight communityleveragecustomer
https://communities.gainsight.com/ideas/is-it-possible-to-export-results-from-path-analyzer-8656
Is it possible to Export Results from Path Analyzer? | Gainsight Community
I’m running some data through Path Analyzer and the information is interesting. However what I really would like to see are the quantitative number behi...
is itgainsight communitypossibleexportresults
https://communities.gainsight.com/archived-ideas-353/expose-source-field-from-timeline-object-while-creating-new-timeline-views-11626
Expose source field from timeline object while creating new timeline views | Gainsight Community
Hi Team, Posting this request on behalf of customer.In Timeline V2 we have given feasibility to create new timeline views based on limited set of fields...
source fieldgainsight communityexposetimelineobject
https://communities.gainsight.com/ideas/px-can-we-add-reports-to-dashboards-9275
PX- Can we add Reports to Dashboards ? | Gainsight Community
Team, Currently we have ability to add OOTB Widgets to Dashboard. Can we also get ability to add custom reports created to Dashboard.
can wegainsight communityaddreportsdashboards
https://communities.gainsight.com/dashboards-46/everything-you-need-to-get-started-with-analytics-and-reporting-18912
Everything you need to get started with Analytics and Reporting | Gainsight Community
Do you want to learn about Analytics and Reporting, but don't know where to start? Well then you have found the right place! :) Attached to this docume...
everything you needanalytics and reportingto getgainsight communitystarted
https://communities.gainsight.com/customer-success-cs-15/want-to-create-a-custom-field-called-interaction-type-in-tasks-3390
Want to create a custom field called interaction type in tasks. | Gainsight Community
We want to start logging calls and meeting as tasks tied to a particular CTA. I wanted to create a task field called interaction type with the opt...
want tocustom fieldtype ingainsight communitycreate
https://communities.gainsight.com/customer-success-cs-15/report-on-users-who-have-not-logged-in-within-the-last-90-days-3432
Report on users who have not logged in within the last 90 days | Gainsight Community
I would like to see which Gainsight users have not logged in within the last 90 days so I can re-cycle their licenses. I tend to lend out a bunch of lic...
not logged inthe lastgainsight communityreportusers
https://communities.gainsight.com/customer-success-cs-15/success-plans-milestones-4473
Success Plans: Milestones | Gainsight Community
Is it possible to attach milestones to Success Criteria entered in the Objectives for Success Plans? Would be great to be able to see if you were able t...
success plansgainsight communitymilestones
https://communities.gainsight.com/ideas/deleting-timeline-activities-5497
Deleting Timeline Activities | Gainsight Community
How do I delete a timeline activity? I can't change the type of activity once I've logged it either.
gainsight communitydeletingtimelineactivities
https://communities.gainsight.com/ideas/have-the-ability-to-add-fields-to-custom-email-preference-pages-7151
Have the Ability to add Fields to Custom Email Preference Pages | Gainsight Community
It would be great if fields could be added to the preference pages to gather information that could be used in variant filters. Currently, categories ar...
gainsight communityabilityaddfieldscustom
https://communities.gainsight.com/customer-success-cs-15/advanced-outreach-dropping-campaign-recipients-timely-2388
Advanced Outreach - dropping campaign recipients timely | Gainsight Community
We have several campaigns running now with Advanced Outreach (AO). Some are sequential email campaigns. Some are 3 steps sends with some logic to resend...
gainsight communityadvancedoutreachdroppingcampaign
https://communities.gainsight.com/customer-success-cs-15/custom-email-preference-pages-are-too-limiting-7981
Custom Email Preference Pages Are Too Limiting | Gainsight Community
You can edit the default page, but you can't remove the 'survey' opt out category. This allows for contacts to think they're opting...
gainsight communitycustomemailpreferencepages
https://communities.gainsight.com/perspectives-from-gainsight-9/sfdc-einstein-7854
SFDC Einstein | Gainsight Community
Is anyone using Einstein currently that could comment on functionality versus GS? I'm obviously going to do some research and have reached out to...
gainsight communitysfdceinstein
https://communities.gainsight.com/meetings-office-hours-3/admin-office-hours-october-13th-2016-4561
Admin Office Hours - October 13th, 2016 | Gainsight Community
This thread is for the Admin Office Hours session for Thursday October 13th, 2016. Submit your questions to this thread and we'll address th...
office hoursgainsight communityadminoctober
https://communities.gainsight.com/community-news-2/community-migration-faqs-oct-2019-8105
Community Migration FAQs - Oct. 2019 | Gainsight Community
Q: Why do I have to change my password on the new Community site?A: Since passwords are encrypted, we can’t migrate this data to the new platform. Pleas...
communitymigrationfaqsoctgainsight
https://communities.gainsight.com/customer-success-cs-15/ask-from-customer-load-to-company-person-email-is-required-identifier-4951
[Ask from Customer] Load to Company Person - Email is required identifier | Gainsight Community
-- Request from one of the Customer -- End users usually change their email addresses in client application somewhat frequently. They are bringing thei...
gainsight communityaskcustomerloadcompany
https://communities.gainsight.com/customer-success-cs-15/success-plans-creating-objectives-9057
Success Plans- creating objectives | Gainsight Community
Hi everyone: I’m interested in learning how some of you came up with your Success Plan objectives. By way of background: we’re an on-prem fintech compan...
success plansgainsight communitycreatingobjectives
https://communities.gainsight.com/customer-success-cs-15/ability-to-upload-success-plans-to-altify-304
Ability to upload Success Plans to Altify | Gainsight Community
Hi Community -- first Poster here. We are in the planning phase of Gainsight integration. One of the business requirements is the ability for Success P...
success plansgainsight communityabilityupload
https://communities.gainsight.com/customer-success-cs-15/sponsor-tracking-urls-with-prefixes-supported-3627
Sponsor Tracking URLs With Prefixes Supported | Gainsight Community
Hey Team! Posting in behalf of a customer that is experiencing some issues with tracking some of their Global Contacts. Right now, Sponsor Tracking doe...
gainsight communitysponsortrackingurlsprefixes