Discuss Gainsight CS | Gainsight Community

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href="https://communities.gainsight.com/guides-tutorials-and-learning-material-28" title="Guides, tutorials and learning material" topicsCount="24" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Guides, tutorials and learning material</span><span class="text--meta">24</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/gdpr-dsa-privacy-29" title="GDPR, DSA & Privacy" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">GDPR, DSA & Privacy</span><span class="text--meta">8</span></a></li></ul></li></ul></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-3505-item-12" role="option"><div class="dropdown-container"><button id="knowledgebase-categories-254" aria-haspopup="true" type="button" style="background: none; border: none; font-weight: inherit; display: inline-block; padding: 0px; margin: 0px; cursor: pointer;"> <div><a id="mega-menu-category-254" track="[object Object]" href="https://communities.gainsight.com/content-management-254" title="Content Management" isNested class="link--text main-menu-link main-menu-link--category main-menu-link--category--nested"><span class="main-menu-link__name">Content Management</span><svg width="16" height="16" viewBox="0 0 24 24" class><path d="M10 6L8.59003 7.41L13.17 12L8.59003 16.59L10 18L16 12L10 6Z" fill="currentColor"></path></svg></a></div></button><ul aria-labelledby="knowledgebase-categories-254" Component="ul" tabIndex="-1" role="menu" class="dropdown--forums-overview--nested is-hidden"><li class="dropdown dropdown--forums-overview main-menu-list--overflow-scroll" id="mega-menu-category-dropdown-254"><ul class="main-menu-list"><li class="main-menu-list__item" id="downshift-3505-item-25" role="option"><a track="[object Object]" href="https://communities.gainsight.com/creating-content-32" title="Creating content" topicsCount="16" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Creating content</span><span class="text--meta">16</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-26" role="option"><a track="[object Object]" href="https://communities.gainsight.com/moderating-content-33" title="Moderating content" topicsCount="20" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Moderating content</span><span class="text--meta">20</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-27" role="option"><a track="[object Object]" href="https://communities.gainsight.com/highlighting-content-34" title="Highlighting content" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Highlighting content</span><span class="text--meta">4</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/dealing-with-spam-35" title="Dealing with spam" topicsCount="5" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Dealing with spam</span><span class="text--meta">5</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-29" role="option"><a track="[object Object]" href="https://communities.gainsight.com/seo-36" title="SEO" topicsCount="11" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">SEO</span><span class="text--meta">11</span></a></li></ul></li></ul></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-3505-item-13" role="option"><div class="dropdown-container"><button id="knowledgebase-categories-255" aria-haspopup="true" type="button" style="background: none; border: none; font-weight: inherit; display: inline-block; padding: 0px; margin: 0px; cursor: pointer;"> <div><a id="mega-menu-category-255" track="[object Object]" href="https://communities.gainsight.com/platform-modules-255" title="Platform Modules" isNested class="link--text main-menu-link main-menu-link--category main-menu-link--category--nested"><span class="main-menu-link__name">Platform Modules</span><svg width="16" height="16" viewBox="0 0 24 24" class><path d="M10 6L8.59003 7.41L13.17 12L8.59003 16.59L10 18L16 12L10 6Z" fill="currentColor"></path></svg></a></div></button><ul aria-labelledby="knowledgebase-categories-255" Component="ul" tabIndex="-1" role="menu" class="dropdown--forums-overview--nested is-hidden"><li class="dropdown dropdown--forums-overview main-menu-list--overflow-scroll" id="mega-menu-category-dropdown-255"><ul class="main-menu-list"><li class="main-menu-list__item" id="downshift-3505-item-25" role="option"><a track="[object Object]" href="https://communities.gainsight.com/community-38" title="Community" topicsCount="5" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Community</span><span class="text--meta">5</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-26" role="option"><a track="[object Object]" href="https://communities.gainsight.com/knowledge-base-39" title="Knowledge base" topicsCount="7" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Knowledge base</span><span class="text--meta">7</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-27" role="option"><a track="[object Object]" href="https://communities.gainsight.com/ideation-40" title="Ideation" topicsCount="15" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Ideation</span><span class="text--meta">15</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/events-41" title="Events" topicsCount="9" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Events</span><span class="text--meta">9</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-29" role="option"><a track="[object Object]" href="https://communities.gainsight.com/groups-42" title="Groups" topicsCount="17" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Groups</span><span class="text--meta">17</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-30" role="option"><a track="[object Object]" href="https://communities.gainsight.com/product-updates-43" title="Product updates" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Product updates</span><span class="text--meta">8</span></a></li></ul></li></ul></div></li><li 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href="https://communities.gainsight.com/exports-45" title="Exports" topicsCount="6" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Exports</span><span class="text--meta">6</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/google-analytics-47" title="Google Analytics" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Google Analytics</span><span class="text--meta">4</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-29" role="option"><a track="[object Object]" href="https://communities.gainsight.com/post-field-analysis-48" title="Post Field Analysis" topicsCount="3" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Post Field Analysis</span><span class="text--meta">3</span></a></li></ul></li></ul></div></li><li 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id="downshift-3505-item-30" role="option"><a track="[object Object]" href="https://communities.gainsight.com/registration-login-sso-65" title="Registration, Login, SSO" topicsCount="6" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Registration, Login, SSO</span><span class="text--meta">6</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-85" role="option"><a track="[object Object]" href="https://communities.gainsight.com/email-campaigns-66" title="Email Campaigns" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Email Campaigns</span><span class="text--meta">8</span></a></li></ul></li></ul></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-3505-item-16" role="option"><div class="dropdown-container"><button id="knowledgebase-categories-258" aria-haspopup="true" type="button" style="background: none; border: none; font-weight: inherit; display: inline-block; padding: 0px; margin: 0px; cursor: pointer;"> <div><a id="mega-menu-category-258" track="[object Object]" href="https://communities.gainsight.com/customization-integrations-258" title="Customization & Integrations" isNested class="link--text main-menu-link main-menu-link--category main-menu-link--category--nested"><span class="main-menu-link__name">Customization & Integrations</span><svg width="16" height="16" viewBox="0 0 24 24" class><path d="M10 6L8.59003 7.41L13.17 12L8.59003 16.59L10 18L16 12L10 6Z" fill="currentColor"></path></svg></a></div></button><ul aria-labelledby="knowledgebase-categories-258" Component="ul" tabIndex="-1" role="menu" class="dropdown--forums-overview--nested is-hidden"><li class="dropdown dropdown--forums-overview main-menu-list--overflow-scroll" id="mega-menu-category-dropdown-258"><ul class="main-menu-list"><li class="main-menu-list__item" id="downshift-3505-item-25" role="option"><a track="[object Object]" 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role="option"><a track="[object Object]" href="https://communities.gainsight.com/languages-278" title="Languages" topicsCount="5" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Languages</span><span class="text--meta">5</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-29" role="option"><a track="[object Object]" href="https://communities.gainsight.com/sso-53" title="SSO" topicsCount="13" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">SSO</span><span class="text--meta">13</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-30" role="option"><a track="[object Object]" href="https://communities.gainsight.com/integrations-54" title="Integrations" topicsCount="23" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Integrations</span><span class="text--meta">23</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-85" role="option"><a track="[object Object]" href="https://communities.gainsight.com/api-55" title="API" topicsCount="10" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">API</span><span class="text--meta">10</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-93" role="option"><a track="[object Object]" href="https://communities.gainsight.com/emails-56" title="Emails" topicsCount="6" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Emails</span><span class="text--meta">6</span></a></li><li class="main-menu-list__item" id="downshift-3505-item-94" role="option"><a track="[object Object]" href="https://communities.gainsight.com/third-party-scripts-57" title="Third-party Scripts" topicsCount="3" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Third-party Scripts</span><span 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27267"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/community-cs-scorecards-27267"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/ahamburg9-13583" rel="noreferrer"><div class="default-avatar avatar-variant-3">A</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/ahamburg9-13583">ahamburg9</a></span><span class="user-title text--meta">Helper ⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/community-cs-scorecards-27267" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Community + CS Scorecards!</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/community-cs-scorecards-27267">Hi All,We recently implemented CS to go along with our Community implementation.Is anyone using a community score as part of their Scorecard in CS?If so, how are you thinking about this? I would love to know how other have thought about it and implemented it as well.Any thoughts are greatly appreciated. Anthony</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/community-cs-scorecards-27267"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">6</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/community-cs-scorecards-27267?postid=120424#post120424"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/alizee-6512" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/df95ba6f-d746-499e-9876-63008b4a2da4.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/df95ba6f-d746-499e-9876-63008b4a2da4.png" style="width: 100%;" title alt="alizee" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/community-cs-scorecards-27267?postid=120424#post120424"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-03-02T11:30:24.000Z">10 hours ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/share-timeline-activity-with-others-to-collaborate-add-notes-27251"},"id":"8297","publicId":"27251","title":"Share Timeline Activity with Others to Collaborate & Add Notes","content":"<p>Does anyone know of a way to have more than one person add notes to a Timeline Activity?\u00a0 I know someone can add comments,\u00a0 but is there any way to make the \u201cNOTES\u201d of a timeline activity editable by others in our company? 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27251"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/share-timeline-activity-with-others-to-collaborate-add-notes-27251"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nburke-10301" rel="noreferrer"><div class="default-avatar avatar-variant-1">N</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/nburke-10301">nburke</a></span><span class="user-title text--meta">Helper ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/share-timeline-activity-with-others-to-collaborate-add-notes-27251" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Share Timeline Activity with Others to Collaborate & Add Notes</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/share-timeline-activity-with-others-to-collaborate-add-notes-27251">Does anyone know of a way to have more than one person add notes to a Timeline Activity? I know someone can add comments, but is there any way to make the “NOTES” of a timeline activity editable by others in our company? Like a collaboration or share feature?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/share-timeline-activity-with-others-to-collaborate-add-notes-27251"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 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relative creation date" dateTime="2025-02-28T17:29:00.000Z">2 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/building-at-risk-sub-reasons-27220"},"id":"8288","publicId":"27220","title":"Building At-Risk Sub Reasons?","content":"<p>Hi - Does anyone have any experience building At-Risk Sub-Reasons on 1 form or object?\u00a0<\/p><p>\u00a0<\/p><p>We have primary At-Risk reasons, however, in order to create sub-reasons, our CSMs would have to submit the risk and then go back into it.<\/p><p>\u00a0<\/p><p>Thanks.<\/p>","categoryName":"Customer Success 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27220"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/building-at-risk-sub-reasons-27220"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/tmmwk-15684" rel="noreferrer"><div class="default-avatar avatar-variant-4">T</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/tmmwk-15684">TMMWK</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/building-at-risk-sub-reasons-27220" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Building At-Risk Sub Reasons?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/building-at-risk-sub-reasons-27220">Hi - Does anyone have any experience building At-Risk Sub-Reasons on 1 form or object? We have primary At-Risk reasons, however, in order to create sub-reasons, our CSMs would have to submit the risk and then go back into it. Thanks.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/building-at-risk-sub-reasons-27220"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">17</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/building-at-risk-sub-reasons-27220?postid=120395#post120395"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">2</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/carol-keyes-10126" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/4b319852-5030-4c54-9f94-4bdfafeb6388.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/4b319852-5030-4c54-9f94-4bdfafeb6388.png" style="width: 100%;" title alt="Carol_Keyes" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/building-at-risk-sub-reasons-27220?postid=120395#post120395"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-28T15:49:43.000Z">2 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/product-requests-customer-submissions-27233"},"id":"8294","publicId":"27233","title":"Product Requests - Customer Submissions","content":"<p>We are currently moving our product feedback \/ requests to ProductSignals as our tool. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27233"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/product-requests-customer-submissions-27233"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/rachel-sullivan-10735" rel="noreferrer"><div class="default-avatar avatar-variant-5">R</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/rachel-sullivan-10735">rachel.sullivan</a></span><span class="user-title text--meta">Contributor ⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/product-requests-customer-submissions-27233" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Product Requests - Customer Submissions</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/product-requests-customer-submissions-27233">We are currently moving our product feedback / requests to ProductSignals as our tool. Our CS team will potentially be moving to providing customer feedback to our product team using the Product Requests tool in CS. We are still looking for an option that we can embed directly within our product so customer’s can submit ideas on their own. We also are standing up a community over the course of the next year where product feedback will be a big piece of this rollout. Can anyone shed light on how they allow customers to submit product feedback on their own initially without a community &amp; if that integrates to the produce feedback in CS? Then how are you all using ideas / product requests in community and does that directly integrate with the tool in CS? If anyone uses ProductSignals currently for managing this feedback, I would love to connect and see how you can are closing the feedback loop with CS &amp; product using this tool (whether you do this in GS or not).Thank you in advanc</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/product-requests-customer-submissions-27233"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">9</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/product-requests-customer-submissions-27233"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/rachel-sullivan-10735" rel="noreferrer"><div class="default-avatar avatar-variant-5">R</div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/product-requests-customer-submissions-27233"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-26T16:39:31.000Z">4 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/csm-on-pto-12259"},"id":"4055","publicId":"12259","title":"CSM on PTO","content":"<p>Hello GS Community,<\/p><p>\u00a0<\/p><p>Currently we have some concerns where GS automated emails are going out to customers while a CSM is on PTO. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-12259"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/csm-on-pto-12259"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/justynharvey2021-5658" rel="noreferrer"><div class="default-avatar avatar-variant-8">J</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/justynharvey2021-5658">justynharvey2021</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/csm-on-pto-12259" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">CSM on PTO</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/csm-on-pto-12259">Hello GS Community, Currently we have some concerns where GS automated emails are going out to customers while a CSM is on PTO. We still want the communications to go out, but potentially from a different person. For example, if the CSM is taking PTO for a few days, maybe a week, we don’t necessarily want to change the CSM on the account, but rather have the communication come from the manager of that CSM. Is it possible to set something like this up through Journey Orchestrator?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/csm-on-pto-12259"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">92</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/csm-on-pto-12259?postid=120293#post120293"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">7</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/leah-travers-14631" rel="noreferrer"><div class="default-avatar avatar-variant-1">L</div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/csm-on-pto-12259?postid=120293#post120293"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-26T16:19:25.000Z">4 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/link-tracking-and-outcomes-in-advanced-jo-25755"},"id":"7871","publicId":"25755","title":"Link Tracking and Outcomes in Advanced JO","content":"<p>I\u2019m using Advanced JO to do a multi-step program. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-25755"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/link-tracking-and-outcomes-in-advanced-jo-25755"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/jenherms-7135" rel="noreferrer"><div class="default-avatar avatar-variant-5">J</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/jenherms-7135">jenherms</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/link-tracking-and-outcomes-in-advanced-jo-25755" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Link Tracking and Outcomes in Advanced JO</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/link-tracking-and-outcomes-in-advanced-jo-25755">I’m using Advanced JO to do a multi-step program. I’d like to redrop the first email if it’s unopened within 5 days. However, I’m finding that Opened and Unopened are not available as Outcomes when you are tracking links within the email. Is it possible to enable link tracking in an email and have the Advanced JO program show the Outcome of Opened and Unopened instead of Link Clicked &amp; Link Not Clicked? The only way I can see the option for Opened and Unopened is to turn off link tracking in the email, but then I can’t track engagement with the email. Is anyone one else running into this issue, and if yes, what are you doing as a workaround?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">3</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/link-tracking-and-outcomes-in-advanced-jo-25755"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">127</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/link-tracking-and-outcomes-in-advanced-jo-25755?postid=120291#post120291"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">6</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/ajprince-8793" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/7959d429-81f0-4780-bd88-17c23ab9279e.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/7959d429-81f0-4780-bd88-17c23ab9279e.png" style="width: 100%;" title alt="ajprince" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/link-tracking-and-outcomes-in-advanced-jo-25755?postid=120291#post120291"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-26T14:57:43.000Z">4 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/are-you-able-to-set-different-grading-schemes-banding-for-different-measures-using-scorecards-4958"},"id":"2017","publicId":"4958","title":"Are you able to set different Grading Schemes (Banding) for different Measures using Scorecards?","content":"I have created a few measures that roll up to the overall Health Score for an account. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-4958"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/are-you-able-to-set-different-grading-schemes-banding-for-different-measures-using-scorecards-4958"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/manmeet-dosanjh-1123" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/150x150/manmeet_dosanjh.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/150x150/manmeet_dosanjh.png" style="width: 100%;" title alt="manmeet_dosanjh" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/manmeet-dosanjh-1123">manmeet_dosanjh</a></span><span class="user-title text--meta">Helper ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/are-you-able-to-set-different-grading-schemes-banding-for-different-measures-using-scorecards-4958" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Are you able to set different Grading Schemes (Banding) for different Measures using Scorecards?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/are-you-able-to-set-different-grading-schemes-banding-for-different-measures-using-scorecards-4958">I have created a few measures that roll up to the overall Health Score for an account. However, each health score measure requires a different grading scheme, or banding of the metrics for the score to be the most effective for our CSMs. For example, in one measure a score below 33 would Red but for another measure the score would be Red if it was below 50.&nbsp; I did not see a way to change the grading scheme without it affecting all the measures. Is this possible? If so, I would love for some assistance on this! I can use either the old Scorecard or Scorecards 2.0.&nbsp; Thanks!</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/are-you-able-to-set-different-grading-schemes-banding-for-different-measures-using-scorecards-4958"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 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/></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold rank--italic username hover-underline" style="color: ;" href="/members/darkknight-1314">darkknight</a></span><span class="user-title text--meta">Expert ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/multiple-case-statements-in-advanced-formula-1291" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Multiple case statements in Advanced Formula?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/multiple-case-statements-in-advanced-formula-1291">I am trying to leverage an Advanced Formula in Data Management and where I have successfully used them before for IF-THEN-ELSE type scenarios, does anyone know if you can do IF-THEN-ELSIF-THEN-ELSE type scenarios? I tried&nbsp; case when (X &lt; Y and X is not null) then 0 else (X &gt; Y and X &lt; Z) then 50 else (X &gt; Z) 100 end That didn't work (neither did removing the brackets) so I'm thinking either my syntax is bad or this is not possible.&nbsp; Any feedback?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">6</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/multiple-case-statements-in-advanced-formula-1291"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">211</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/multiple-case-statements-in-advanced-formula-1291?postid=120266#post120266"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/benwanlessmenlo-5694" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/98eb133f-c99b-4d83-8679-34a180f2febd.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/98eb133f-c99b-4d83-8679-34a180f2febd.png" style="width: 100%;" title alt="benwanlessmenlo" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/multiple-case-statements-in-advanced-formula-1291?postid=120266#post120266"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-25T19:44:20.000Z">5 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/using-gainsight-as-a-complete-solution-for-csm-workflows-27223"},"id":"14612","publicId":"27223","title":"Using Gainsight as a Complete Solution for CSM Workflows","content":"<p>Hi everyone,<\/p><p>I\u2019m curious to hear how others are using Gainsight as a complete solution for their CSM workflows. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27223"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-as-a-complete-solution-for-csm-workflows-27223"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/utkarsha-katyare-14990" rel="noreferrer"><div class="default-avatar avatar-variant-0">U</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/utkarsha-katyare-14990">utkarsha.katyare</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-as-a-complete-solution-for-csm-workflows-27223" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Using Gainsight as a Complete Solution for CSM Workflows</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-as-a-complete-solution-for-csm-workflows-27223">Hi everyone,I’m curious to hear how others are using Gainsight as a complete solution for their CSM workflows. Are you managing all your tasks and processes within Gainsight, or do you rely on other tools alongside it?Specifically, I’m looking for ways to track and add tasks that aren’t tied to a specific account but are more broad or cross-account in nature. Has anyone found an effective way to manage these within Gainsight?Would love to hear your insights and best practices! </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-as-a-complete-solution-for-csm-workflows-27223"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">10</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-as-a-complete-solution-for-csm-workflows-27223"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/utkarsha-katyare-14990" rel="noreferrer"><div class="default-avatar avatar-variant-0">U</div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-as-a-complete-solution-for-csm-workflows-27223"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-25T15:14:46.000Z">5 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/gs-opportunity-line-item-object-26893"},"id":"8177","publicId":"26893","title":"GS Opportunity Line Item Object","content":"<p>Seems odd to me that you can in-line update fields in almost every Standard GS Object except the \"GS Opportunity Line Item\". 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-26893"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/gs-opportunity-line-item-object-26893"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/clingley-15250" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/7accc4aa-0067-4403-9b93-6d54fdd7f19d.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/7accc4aa-0067-4403-9b93-6d54fdd7f19d.png" style="width: 100%;" title alt="clingley" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/clingley-15250">clingley</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/gs-opportunity-line-item-object-26893" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">GS Opportunity Line Item Object</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/gs-opportunity-line-item-object-26893">Seems odd to me that you can in-line update fields in almost every Standard GS Object except the "GS Opportunity Line Item". Below are the GS Standard objects you can inline edit inCase objects GS opportunity Company Relationship Person Relationship person Company personThere are 4 fields we need our CSMs to be able to edit on the GS Opportunity Line Item object that will sync back over to Salesforce. Does anyone have any suggestions on how to do this or when this standard object will adopt the same functionality as the other GS Standard objects? </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">2</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/gs-opportunity-line-item-object-26893"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">56</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/gs-opportunity-line-item-object-26893?postid=120176#post120176"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">2</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/alizee-6512" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/df95ba6f-d746-499e-9876-63008b4a2da4.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/df95ba6f-d746-499e-9876-63008b4a2da4.png" style="width: 100%;" title alt="alizee" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/gs-opportunity-line-item-object-26893?postid=120176#post120176"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-24T09:14:17.000Z">6 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/time-based-ctas-27169"},"id":"8275","publicId":"27169","title":"Time Based CTAs","content":"<p>I wondering what you all would consider the best strategy for creating time based CTAs. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27169"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/time-based-ctas-27169"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/jschwegler-15343" rel="noreferrer"><div class="default-avatar avatar-variant-3">J</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/jschwegler-15343">jschwegler</a></span><span class="user-title text--meta">Contributor ⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/time-based-ctas-27169" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Time Based CTAs</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/time-based-ctas-27169">I wondering what you all would consider the best strategy for creating time based CTAs. Lets say we want to produce a CTA to direct the team to do a quarterly QBR.The way I figure, I can set up my CTA rule via cron that fires on the first day of each specific month that aligns with our quarter and set the CTA to fire a certain number of days into that quarter.Is this the correct strategy? Am I over or under thinking this?Thanks!</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/time-based-ctas-27169"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">31</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/time-based-ctas-27169?postid=120166#post120166"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">2</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/jschwegler-15343" rel="noreferrer"><div class="default-avatar avatar-variant-3">J</div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/time-based-ctas-27169?postid=120166#post120166"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-22T22:15:55.000Z">8 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/action-execution-schedule-what-is-executed-outside-of-it-24756"},"id":"7574","publicId":"24756","title":"Action Execution Schedule - What is executed outside of it?","content":"<p>Is it correct that eval steps and wait timers are not affected by the Action Execution Schedule? If I want emails to only go out on Tuesday and Thursday, I just need to wait step participants into the dead zone between live days?<\/p><p><br \/><a href=\"https:\/\/support.gainsight.com\/gainsight_nxt\/Journey_Orchestrator_and_Email_Templates\/Redesigned_Advanced_Program\/Redesigned_Advanced_Programs_Admin_Guide#Action_Execution_Schedule\" target=\"_blank\" rel=\"noreferrer noopener nofollow ugc\">The docs say <\/a>\"The Action Execution Schedule feature helps admins set the schedule for when actions such as emails, surveys, and APIs should be executed for the customers.' 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-24756"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/action-execution-schedule-what-is-executed-outside-of-it-24756"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/jason-metzler-407" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/150x150/jason_metzler.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/150x150/jason_metzler.png" style="width: 100%;" title alt="jason_metzler" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/jason-metzler-407">jason_metzler</a></span><span class="user-title text--meta">Helper ⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/action-execution-schedule-what-is-executed-outside-of-it-24756" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Action Execution Schedule - What is executed outside of it?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/action-execution-schedule-what-is-executed-outside-of-it-24756">Is it correct that eval steps and wait timers are not affected by the Action Execution Schedule? 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27168"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/zapier-with-jira-slack-27168"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/dcourtot-7217" rel="noreferrer"><div class="default-avatar avatar-variant-7">D</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/dcourtot-7217">DCourtot</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/zapier-with-jira-slack-27168" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Zapier with Jira & Slack</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/zapier-with-jira-slack-27168">Has anyone used Zapier in one of the two scenarios?Push data/fields from Gainsight into the Jira organization Push data from Gainsight into specific Slack channelsWe’re trying to do both of these scenarios and figure Zapier may be a tool we could use. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic 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data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/zapier-with-jira-slack-27168"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-19T17:06:01.000Z">11 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/question-about-issuing-cta-in-the-rule-engine-27143"},"id":"8263","publicId":"27143","title":"Question about issuing CTA in the rule engine","content":"<p>I'm having trouble managing CTAs using the Rule Engine in Gainsight.<\/p><p>I want to add a condition to an existing CTA creation rule to check whether a Success Plan has been created. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27143"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/question-about-issuing-cta-in-the-rule-engine-27143"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nuts-13504" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/48d8c9ee-b431-47a6-9348-3c92a8165c44.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/48d8c9ee-b431-47a6-9348-3c92a8165c44.png" style="width: 100%;" title alt="nuts" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/nuts-13504">nuts</a></span><span class="user-title text--meta">Helper ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/question-about-issuing-cta-in-the-rule-engine-27143" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Question about issuing CTA in the rule engine</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/question-about-issuing-cta-in-the-rule-engine-27143">I'm having trouble managing CTAs using the Rule Engine in Gainsight.I want to add a condition to an existing CTA creation rule to check whether a Success Plan has been created. However, I need to ensure that the existing CTA creation history is maintained even after implementing this new condition.(For example, if a CTA was created yesterday and is set not to be issued again for a week, that restriction should still apply.)Since the current rule does not have data to check the Success Plan creation status, I tried joining the Success Plan object and configuring the action accordingly. However, when I tested it, all CTAs were created without retaining the previous creation history.I would like to know how to join the new object and configure the action while keeping the previous CTA creation history intact. Thank you.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/question-about-issuing-cta-in-the-rule-engine-27143"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">27</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/question-about-issuing-cta-in-the-rule-engine-27143?postid=120000#post120000"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nuts-13504" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/48d8c9ee-b431-47a6-9348-3c92a8165c44.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/48d8c9ee-b431-47a6-9348-3c92a8165c44.png" style="width: 100%;" title alt="nuts" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/question-about-issuing-cta-in-the-rule-engine-27143?postid=120000#post120000"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-19T00:02:10.000Z">11 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/new-support-docs-how-to-build-a-survey-path-3776"},"id":"300","publicId":"3776","title":"New Support Docs: \"How to Build a Survey\" Path","content":"We've organized our 'how to build a survey' articles into a step-by-step guide for new users&nbsp;to create, send, and analyze surveys. 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class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/seth-schroeder-475">seth_schroeder</a></span><span class="user-title text--meta">Gainsight Employee ⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/new-support-docs-how-to-build-a-survey-path-3776" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">New Support Docs: "How to Build a Survey" Path</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/new-support-docs-how-to-build-a-survey-path-3776">We've organized our 'how to build a survey' articles into a step-by-step guide for new users&nbsp;to create, send, and analyze surveys. While it's possible to tackle the sub-tasks in&nbsp;a different order, we're presenting them in&nbsp;a recommended sequence. To access the path, click on the link at the bottom of this post&nbsp;and then select&nbsp;the "How to Build a Survey" tab. We are excited to try out this new documentation functionality, and would love to hear your feedback. https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Admin_Configuration</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">3</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/new-support-docs-how-to-build-a-survey-path-3776"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">53</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/new-support-docs-how-to-build-a-survey-path-3776?postid=119989#post119989"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/l-l-14094" rel="noreferrer"><div class="default-avatar avatar-variant-4">L</div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/new-support-docs-how-to-build-a-survey-path-3776?postid=119989#post119989"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-18T18:19:20.000Z">12 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/viewer-analytics-license-11614"},"id":"1049","publicId":"11614","title":"Viewer+ Analytics license","content":"<p><span style=\"background-color:transparent;color:#000000;\">Gainsight has now added <\/span><strong>Viewer+ Analytics<\/strong><span style=\"background-color:transparent;color:#000000;\"> (paid) license which enables all stakeholders (such as Leaders or Sales persons) to better understand trends in your customer base with access to actionable insights that span your entire book of business. Users with this license can access additional features (than Viewer licensed users) such as Horizon Analytics Dashboards, CX Center <\/span><em>(if purchased)<\/em><span style=\"background-color:transparent;color:#000000;\"> and Renewal Center\u2019s Analyze View <\/span><em>(if purchased)<\/em><span style=\"background-color:transparent;color:#000000;\">.<\/span><\/p><p><strong>IMPORTANT:<\/strong><span style=\"background-color:transparent;color:#000000;\"> Viewer+ Analytics license type only works with Horizon Dashboards. As an admin, you must migrate your tenants to Horizon Analytics in order to leverage this feature. Contact your Account Manager for pricing information of Gainsight license types.\u00a0<\/span><\/p><p><strong>Business use case: <\/strong><span style=\"background-color:transparent;color:#000000;\">Leaders or Sales persons want to access insights on the overall status of their customer base, or segments of customers. Admins can assign them this license type so they can view these insights through Dashboards, CX Center (if purchased) or Renewal Center (if purchased).<\/span><\/p><p><strong>Note:<\/strong><span style=\"background-color:transparent;color:#000000;\"> A new Permission Bundle called VIEWANALYTICS_GROUP is available now in the <\/span><strong>Permission Bundles<\/strong><span style=\"background-color:transparent;color:#000000;\"> page. This Bundle will be automatically assigned to Viewer+ Analytics licensed users.<\/span><\/p><p><span style=\"background-color:transparent;color:#000000;\">The following table explains the detailed access of this license type in each Gainsight module:<\/span><\/p><div><table><tbody><tr><td style=\"background-color:#0000ff;\">\t\t\t<p style=\"text-align:center;\"><strong>Module<\/strong><\/p>\t\t\t<\/td>\t\t\t<td style=\"background-color:#0000ff;\">\t\t\t<p style=\"text-align:center;\"><strong>Access Details<\/strong><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">C\/R 360<\/span><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Read-only access to customer insights in C\/R 360.\u00a0<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Users can view the sections that are configured by their admin.<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Timeline\/Global Timeline<\/span><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">View Timeline updates via Timeline on a Customer\u2019s 360 or on Global Timeline.\u00a0<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Log and comment on updates (read\/write).<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Sally<\/span><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Users can view Quick Insights from Sally.<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Sponsor Tracking<\/span><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">This is part of C\/R 360<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Add and unlink Sponsors<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">View, Accept and Ignore notifications for Sponsors<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Scorecards<\/span><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Read only access to Scorecard activities in C360\/R360, Timeline, and Renewal Center.<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Add comments to Scorecard activity in the C360\/R360.<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">People Maps <\/span><em>(Only for Customers who have purchased this application)<\/em><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">This is part of C\/R 360<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Users can view, add, edit, replace or delete persons in the People Maps.<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Users can also create new maps.<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Dashboards (Horizon Analytics)<\/span><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">View all pre-created Dashboards assigned to you in the Dashboards section of Gainsight.<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Apply filters and drill into charts. Read-only access to Mass Edit Reports.<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Dashboards can be accessed by logging into Gainsight NXT directly or via the Gainsight mobile app:<\/span><\/p>\t\t\t\t<ul><li>\t\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">When logging into Gainsight, this user group lands on the Dashboards page.<\/span><\/p>\t\t\t\t\t<\/li>\t\t\t\t\t<li>\t\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Users can access Dashboard insights via Quick Insights in Sally.<\/span><\/p>\t\t\t\t\t<\/li>\t\t\t\t<\/ul><\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">CX Center <\/span><em>(Only for Customers who have purchased this application)<\/em><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Read-only access to the Default View and Public views within the CX Center dashboard.<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Renewal Center <\/span><em>(Only for Customers who have purchased\u00a0 this application)<\/em><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Read only access to <\/span><strong>Analyze<\/strong><span style=\"background-color:transparent;color:#000000;\"> tab only:<\/span><\/p>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Drill into Widgets &amp; navigate to 360\/timeline.<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Include existing filter functionality.<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">View, but not edit, Scorecard scores.<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><tr><td>\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Adoption Explorer&gt;Analytics<\/span><\/p>\t\t\t<\/td>\t\t\t<td>\t\t\t<ul><li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">View the existing Adoption Explorer Layouts in the <\/span><strong>Adoption Explorer &gt; Projects &gt; <\/strong><em>&lt;Your_Project&gt;<\/em><em> <\/em><strong>&gt; Layouts<\/strong><span style=\"background-color:transparent;color:#000000;\"> section.<\/span><\/p>\t\t\t\t<\/li>\t\t\t\t<li>\t\t\t\t<p><span style=\"background-color:transparent;color:#000000;\">Apply filters and drill down on the charts to gain more insights.<\/span><\/p>\t\t\t\t<\/li>\t\t\t<\/ul><\/td>\t\t<\/tr><\/tbody><\/table><\/div><p>\u00a0<\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">For more information about the new Gainsight license types, refer to the <\/span><a 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-565"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/has-anyone-integrated-amplitude-analytics-with-gainsight-565"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/leslie-diephuis-858" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/150x150/leslie_diephuis.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/150x150/leslie_diephuis.png" style="width: 100%;" title alt="leslie_diephuis" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/leslie-diephuis-858">leslie_diephuis</a></span><span class="user-title text--meta">Contributor ⭐️⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/has-anyone-integrated-amplitude-analytics-with-gainsight-565" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Has anyone integrated Amplitude Analytics with Gainsight?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/has-anyone-integrated-amplitude-analytics-with-gainsight-565">I'm looking to see if anyone has connected Amplitude Analytics with Gainsight. &nbsp;From what I understand they already store their usage data in Amazon Redshift.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span 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thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/alizee-6512" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/df95ba6f-d746-499e-9876-63008b4a2da4.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/df95ba6f-d746-499e-9876-63008b4a2da4.png" style="width: 100%;" title alt="alizee" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/has-anyone-integrated-amplitude-analytics-with-gainsight-565?postid=119947#post119947"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-17T14:31:18.000Z">13 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/looking-for-great-copilot-prompts-27075"},"id":"14582","publicId":"27075","title":"Looking for Great Copilot Prompts","content":"<p>We are looking to roll out Gainsight Copilot AI to our CSMs and I am looking to see what others have found as some best practice prompts to use to get the best responses from Copilot. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27075"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/looking-for-great-copilot-prompts-27075"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/egroesch-15267" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/c39e04ba-1932-41d4-bc60-f12c43d9bf98.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/c39e04ba-1932-41d4-bc60-f12c43d9bf98.png" style="width: 100%;" title alt="egroesch" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/egroesch-15267">egroesch</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/looking-for-great-copilot-prompts-27075" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Looking for Great Copilot Prompts</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/looking-for-great-copilot-prompts-27075">We are looking to roll out Gainsight Copilot AI to our CSMs and I am looking to see what others have found as some best practice prompts to use to get the best responses from Copilot. I am looking to build out a catalog of at least 10 prompts to start that work best. What are some of your favorite prompts?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/looking-for-great-copilot-prompts-27075"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">52</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/looking-for-great-copilot-prompts-27075?postid=119926#post119926"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/egroesch-15267" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/c39e04ba-1932-41d4-bc60-f12c43d9bf98.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/c39e04ba-1932-41d4-bc60-f12c43d9bf98.png" style="width: 100%;" title alt="egroesch" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/looking-for-great-copilot-prompts-27075?postid=119926#post119926"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-14T22:34:04.000Z">15 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/does-the-dear-framework-apply-outside-of-saas-27130"},"id":"14596","publicId":"27130","title":"Does the DEAR framework apply outside of SaaS?","content":"<p>Hey Gainsight Community, we are having an internal dialogue at my company related to CSM Sentiment and Customer Health. Our CSMs use a manual measure on scorecard to provide their insights and sentiment about the health of a customer, using the D-E-A-R framework. While this framework works very well for typical SaaS customer relationships, it is a bit harder to apply to our non-SaaS relationships where we provide \u2018Data as a Service\u2019. In such circumstances the D-E-A-R framework misses the mark, and so we are curious to know how others in Customer Success may approach this? Is there a framework that works for you to help your CSMs synthesize customer health succinctly and comprehensively without writing a magna-carta? Below is the simple guidance we suggest, but am interested in other points of view please.<\/p><p><strong>Deployment:<\/strong><\/p><p>\u2022 How well is the customer\u2019s onboarding going?<\/p><p>\u2022 What issues have been identified?<\/p><p><strong>Engagement: <\/strong><\/p><p>\u2022 How engaged with the customer are we?<\/p><p>\u2022 How strong are your relationship with the key personas?<\/p><p><strong>Adoption: <\/strong><\/p><p>\u2022 How broadly and deeply are our solutions used?<\/p><p>\u2022 What blockers for greater adoption have been identified?<\/p><p><strong>Return on Investment: <\/strong><\/p><p>\u2022 Has the customer achieved all the outcomes they were hoping to achieve?<\/p><p>\u2022 What are the significant gaps to full value delivery?<\/p><p>\u00a0<\/p><p>Thank you in advance...Marcos<\/p>","categoryName":"Customer Success 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-27130"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/does-the-dear-framework-apply-outside-of-saas-27130"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/marcos-beinder-7104" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/54a31252-670a-4eab-9a2e-65204b282245.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/54a31252-670a-4eab-9a2e-65204b282245.png" style="width: 100%;" title alt="marcos.beinder" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/marcos-beinder-7104">marcos.beinder</a></span><span class="user-title text--meta">Contributor ⭐️⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/does-the-dear-framework-apply-outside-of-saas-27130" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Does the DEAR framework apply outside of SaaS?</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/does-the-dear-framework-apply-outside-of-saas-27130">Hey Gainsight Community, we are having an internal dialogue at my company related to CSM Sentiment and Customer Health. Our CSMs use a manual measure on scorecard to provide their insights and sentiment about the health of a customer, using the D-E-A-R framework. While this framework works very well for typical SaaS customer relationships, it is a bit harder to apply to our non-SaaS relationships where we provide ‘Data as a Service’. In such circumstances the D-E-A-R framework misses the mark, and so we are curious to know how others in Customer Success may approach this? Is there a framework that works for you to help your CSMs synthesize customer health succinctly and comprehensively without writing a magna-carta? Below is the simple guidance we suggest, but am interested in other points of view please.Deployment:• How well is the customer’s onboarding going?• What issues have been identified?Engagement: • How engaged with the customer are we?• How strong are your relationship with t</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/does-the-dear-framework-apply-outside-of-saas-27130"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">20</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/does-the-dear-framework-apply-outside-of-saas-27130"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/marcos-beinder-7104" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/54a31252-670a-4eab-9a2e-65204b282245.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/54a31252-670a-4eab-9a2e-65204b282245.png" style="width: 100%;" title alt="marcos.beinder" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/does-the-dear-framework-apply-outside-of-saas-27130"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-14T11:45:10.000Z">16 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/where-did-objectives-go-25470"},"id":"7782","publicId":"25470","title":"Where did Objectives go?","content":"<p>Yes, an Objective is a CTA. But it was so clear to have \u201c<strong>Objectives<\/strong>\u201d as a tab under Success Plans. It was logical and very easy to follow for everyone.<\/p><p>Since this 8\/24 release, this tab is now called \u201cCockpit\u201d. We had to scramble and add a view \u201cAll Objectives\u201d to this folder to manage the flurry of complaints we got. Not to mention the red dot on the \u201cChange Management\u201d and Enablement aspect of this.<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/attachment\/d5c46086-0705-4472-82a1-5f3e09b4d06b.png\" \/><\/figure><p>\u00a0<\/p><p>Is this something that was communicated as an upcoming change? 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-25470"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/where-did-objectives-go-25470"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/balajibv-10998" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/9548259f-05b2-4f51-95ca-ca231c8e9cef.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/9548259f-05b2-4f51-95ca-ca231c8e9cef.png" style="width: 100%;" title alt="balajibv" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/balajibv-10998">balajibv</a></span><span class="user-title text--meta">Contributor ⭐️⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/where-did-objectives-go-25470" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Where did Objectives go?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/where-did-objectives-go-25470">Yes, an Objective is a CTA. But it was so clear to have “Objectives” as a tab under Success Plans. It was logical and very easy to follow for everyone.Since this 8/24 release, this tab is now called “Cockpit”. We had to scramble and add a view “All Objectives” to this folder to manage the flurry of complaints we got. Not to mention the red dot on the “Change Management” and Enablement aspect of this. Is this something that was communicated as an upcoming change? We couldnt find any mention of this in the release notes either. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/where-did-objectives-go-25470"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">72</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/where-did-objectives-go-25470?postid=119876#post119876"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">5</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/bradley-5338" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/d2f0ae35-6a08-4765-ad2d-d3d2f4367101.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/d2f0ae35-6a08-4765-ad2d-d3d2f4367101.png" style="width: 100%;" title alt="bradley" /></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/where-did-objectives-go-25470?postid=119876#post119876"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-13T17:23:17.000Z">17 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/using-gainsight-for-managing-implementation-onboarding-projects-17074"},"id":"10288","publicId":"17074","title":"Using Gainsight for Managing Implementation\/Onboarding Projects","content":"<p>Hi everyone! 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-17074"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-for-managing-implementation-onboarding-projects-17074"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/brittany-bennett-9326" rel="noreferrer"><div class="default-avatar avatar-variant-6">B</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/brittany-bennett-9326">brittany.bennett</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-for-managing-implementation-onboarding-projects-17074" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Using Gainsight for Managing Implementation/Onboarding Projects</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-for-managing-implementation-onboarding-projects-17074">Hi everyone! We launched Gainsight in April and our CSMs are using it widely. I’d like to move out onboarding/implementation process into Gainsight as well—currently we use Notion. It’s a pain for our Implementation Specialists to be tracking in two places and I like the idea of having due dates, email templates, etc.My company is very devoted to Notion and it’s going to be a hard sell. Would love to hear from others in the community on how using Gainsight has worked really well for them for their implementation process!</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-for-managing-implementation-onboarding-projects-17074"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">105</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-for-managing-implementation-onboarding-projects-17074?postid=119837#post119837"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">2</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/gagnon-a-14650" rel="noreferrer"><div class="default-avatar avatar-variant-0">G</div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/using-gainsight-for-managing-implementation-onboarding-projects-17074?postid=119837#post119837"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-12T22:56:28.000Z">17 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/picklist-gsids-values-in-nxt-12047"},"id":"4001","publicId":"12047","title":"Picklist GSIDs \/ Values in NXT","content":"<p>When viewing participants in a JO, picklist GSIDs are shown, when those picklists are mapped as custom fields. 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-12047"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/picklist-gsids-values-in-nxt-12047"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/seth-1137" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/343473bf-5598-48bd-9763-4637a1f91642.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/gainsight-us/icon/200x200/343473bf-5598-48bd-9763-4637a1f91642.png" style="width: 100%;" title alt="seth" /></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/seth-1137">seth</a></span><span class="user-title text--meta">Gainsight Employee ⭐️⭐️⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/picklist-gsids-values-in-nxt-12047" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Picklist GSIDs / Values in NXT</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/picklist-gsids-values-in-nxt-12047">When viewing participants in a JO, picklist GSIDs are shown, when those picklists are mapped as custom fields. Those should be the human-readable picklist value. I don’t believe an Object exists in NXT that allows you to look up the GSIDs of picklist values. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">3</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/picklist-gsids-values-in-nxt-12047"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 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class="qa-topic-meta-last-post-date-link" href="https://communities.gainsight.com/customer-success-cs-15/picklist-gsids-values-in-nxt-12047?postid=119810#post119810"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-11T20:15:18.000Z">19 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/communities.gainsight.com\/customer-success-cs-15","topicUrl":{"destination":"https:\/\/communities.gainsight.com\/customer-success-cs-15\/report-for-customers-who-s-health-changed-4858"},"id":"1968","publicId":"4858","title":"Report For Customers who's Health Changed","content":"We are working to create a report that shows customers who went from red health last week to either yellow or green health this week.&nbsp;<br \/>\n<br \/>\nI've tried a few things, but without adding another usage field to push to every week, I 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class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/lane-h-1078">lane_h</a></span><span class="user-title text--meta">Helper ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/report-for-customers-who-s-health-changed-4858" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Report For Customers who's Health Changed</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/report-for-customers-who-s-health-changed-4858">We are working to create a report that shows customers who went from red health last week to either yellow or green health this week.&nbsp; I've tried a few things, but without adding another usage field to push to every week, I haven't figured this out.&nbsp; It seems like it would be something that should already be stored and I'm just missing.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span 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in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-9566"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://communities.gainsight.com/customer-success-cs-15/is-there-a-way-i-can-see-the-accounts-i-am-following-in-c360-9566"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/larissablitz-4909" rel="noreferrer"><div class="default-avatar avatar-variant-9">L</div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/larissablitz-4909">larissablitz</a></span><span class="user-title text--meta">Contributor ⭐️</span></div><a href="https://communities.gainsight.com/customer-success-cs-15" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Customer Success (CS)</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://communities.gainsight.com/customer-success-cs-15/is-there-a-way-i-can-see-the-accounts-i-am-following-in-c360-9566" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Is there a way I can see the accounts I am "following" in C360?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://communities.gainsight.com/customer-success-cs-15/is-there-a-way-i-can-see-the-accounts-i-am-following-in-c360-9566">Within Gainsight, we are trying to find an easier way to view only accounts we want without having to make a new dashboard or list for each CSM. I noticed the “follow +” button at the top of the C360 in gainsight for customers. If I follow all of my accounts, is there a way to see all the accounts I am following in Gainsight so I can use that page for reference instead of having to search for my accounts individually?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">2</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://communities.gainsight.com/customer-success-cs-15/is-there-a-way-i-can-see-the-accounts-i-am-following-in-c360-9566"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" 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