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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 hours gainsight community emea admin tuesday 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 the not available gainsight community new snooze 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 group gainsight community move existing scorecard 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 conversation gainsight community 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 community ask customer load company 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 customers gainsight community make reports flexible 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 community people maps enhancement request 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 there a way gainsight community change activity 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 data to drive gainsight community leverage customer 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 hours gainsight community admin october 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 management have been gainsight community log identify 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 community rules rounding correctly 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 community ability add fields custom 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 you based on gainsight community create powerlist 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 plans gainsight community ability upload 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 community deleting timeline activities 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 rules gainsight community update objective cta 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 do currency conversion gainsight community admin tackle 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 community limitation 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 to custom field type in gainsight community create 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 to gainsight community 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 view gainsight community advanced outreach details 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 field gainsight community expose timeline object 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 mail rules engine gainsight community timeline delete 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 it gainsight community possible export results 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 we the cta email activity gainsight community add 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 email gainsight community action type configuration 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 community hover options customer summary 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 signature gainsight community 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 date gainsight community add enrollment multi 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 to gainsight community share 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 in the last gainsight community report users 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 plans gainsight community milestones 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 base gainsight community customize url 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 be cut in half full page gainsight community view 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 community custom email preference pages 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 community sfdc einstein 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 community notification failed outreaches 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 practices gainsight community commissions 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 forum gainsight community suggestion 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 need analytics and reporting to get gainsight community started 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 needed gainsight community deadline dates service 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 community ability change cta types 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 community advanced outreach dropping campaign 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 community sponsor tracking urls prefixes 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... community migration faqs oct gainsight 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 the send emails nps surveys gainsight community tip 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 server gainsight community dkim verification requirement 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 community update scorecard measure 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 plans gainsight community creating objectives 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 in gainsight community app walkthroughs available 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 community historic rule run limited 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 of new model gainsight community groc chapter 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 method success plans gainsight community importing sfdc 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 we gainsight community add reports dashboards 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 feedback gainsight community surveys adding disclaimer https://communities.gainsight.com/archive-216/index16.html Archive | Gainsight Community This section contains archived community content gainsight community archive 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 success the perfect gainsight community support pairing