Skip to main content
Gainsight Inc.

Configure Success Snapshot Template

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

Introduction

This article explains Admins about how to configure Success Snapshot templates, using Success Snapshot, for CSMs to use in their next Business Review meetings. This feature allows you to create slides using your own pptx (potentially with multiple layouts and elements) as templates, and then add various Gainsight reports wherever needed.

To know more about the benefits and use cases of this feature, refer to the Overview of Success Snapshot article.

Create a New Success Snapshot Template

To create a new Success Snapshot template, as per your business requirement, follow the below sub-steps:

  1. Navigate to Administration > Success Snapshot. You will see a list of Success Snapshot templates, if you have already created some. You can either Edit, Delete or Clone the existing templates, if required. You can also Activate a snapshot to allow CSMs to download from the 360 page.

main.png

  1. Click + New Success Snapshot, to create a new one. A new window called Create Success Snapshot Template appears. 

New.gif

  1. Enter the following details:
  • Name: Success Snapshot Name
  • Design for: Select Account or Relationship (as required)
  • Relationship Type: You can see this field when you select Relationship
  • Description: Success Snapshot Description (Optional)
  1. Click CREATE. You will be navigated to the Repository screen where you can select or upload a PPTX.

New navigation.gif

Upload or Select PPTX file

On this screen, you will have two sections:

  • Repository: is the location where all the templates uploaded until now are stored. You can pick a PPTX from a list of templates in the repository.
  • Browse Files: allows you to choose your PPTX from your computer.

SS Repository.png

To upload or select PPTX file:

  1. Click Browse Files, if you wish to upload your own PPTX.
  2. Select the PPTX file from your computer. You may have to wait for few seconds until your business deck gets prepared and analyzed for you to make the changes.
    Note: The maximum size of the PPTX file you can upload to Success Snapshot repository is 50 MB.

UPload PPTX.gif

Once the PPTX gets uploaded, and if you think you have uploaded an incorrect PPTX, click New Snapshot, and you will be navigated to the previous screen (Repository screen).

Configure Slides in PPTX

Based on your business requirement, you can build the slide layouts and can insert Reports, Images, Tokens and Text from Gainsight to the uploaded PPTX. 

  1. Navigate to the Slide on which you want to make edits.
  2. Select the required element on the slide, to configure with the elements/contents from Gainsight. For example elements from Gainsight can be: Reports, Tokens, Images, Text, etc.
    Once you select an element, the EDITOR section appears on the right side of the screen. You will see three elements in the EDITOR Section, namely:
    1. Text (Tokens included)
    2. Image
    3. Report

    You can add success plan by clicking the Add Success Plan on the left side of the screen.

SS.gif

Configure Report in PPTX

To configure Report:

  1. Select the required element on the slide.
    Note: The existing information in the selected element will be overridden by the newly selected report, from Gainsight. If you don’t want to lose the existing information, insert the empty placeholders, and use them to insert the required elements from Gainsight.
  2. Click the Report icon, under the EDITOR Section.

Configure Report in PPTX.gif

  1. Select the required report from the Select Report dropdown list.
  2. Select the required columns from the Choose columns dropdown list.
  3. Select the Table can overflow checkbox, to allow the records to flow onto the subsequent slides.

For instance, the selected slide has four elements in it, to accommodate the tabular report in the available space, you can uncheck the Table can overflow checkbox, to avoid floating of records. 

Configure Report in PPTX 2.gif

  1. Select the Filter data for individual customers checkbox, and then select the Company ID field (GSID), whichever is applicable, from the Fields dropdown list. Enabling this checkbox will allow you to filter data for individual customers.

Notes:

  • Ensure that the Report's base object (the object on which the report has been created) has a mapping (or lookup) to the Company ID (GSID). It is not necessary that the Company ID (GSID) fields must be part of the report. All such reports, when added to the Success Snapshot, will allow you to filter data for individual customers.
  • For Success Snapshots created on Relationships, you can see a checkbox called Filter data for individual relationships. Ensure that the Report's base object (the object on which the report has been created) has a mapping (or lookup) to the Relationship Id (GSID). It is not necessary that the Relationship ID fields must be part of the report. All such reports, when added to the Success Snapshot, will allow you to filter data for individual relationships.

Configure Report in PPTX 3.gif

If there was rich text in any of the columns, you can resize/adjust the width of the columns.

REsize.gif

To delete an element inserted from Gainsight, select the element and click the delete/trash icon on the upper right corner of the element.

Configure Report in PPTX 4.gif

Configure Image in PPTX

To configure Image:

  1. Select the required element on the slide.
  2. Click the Image icon, under the EDITOR Section.
  3. Select an image from the repository, where all the images uploaded until now are stored (OR) You can also upload a new image by clicking UPLOAD IMAGE.

Configure Image in PPTX.gif

Configure Tokens and Text in PPTX 

To configure Tokens and Text:

  1. Select the required element on the slide.
  2. Click the Text icon, under the EDITOR Section.
  3. Click the Token icon.
  4. Enter the field name you want to tokenize, in the Search menu. For instance, a field name is tokenized at the end of the slide title.
  5. Select the required token from the search results.

    Note: You can also add the details of the look up fields as Tokens. For example, you can expand the CSM lookup in the Company object, and select the Name field to add it to Snapshot as a token.

Configure Tokens and Text in PPTX.gif

  1. Select the Text can overflow checkbox, if required to allow the text to overflow out of the element, within the slide.

Configure Tokens and Text in PPTX 2.gif

You can also format the tokens/text entered in the slides if you wish to. Success Snapshot has the following formatting options:

  • Font: A list of fonts are available under the Font dropdown list. You can select the required font from the Font dropdown list.
  • Font-size: A list of font sizes available under the Font-size dropdown list. You can select the required font-size from the Font-size dropdown list.
  • Styling: You can apply the styles available under Styling section, if required. For example, you can bold, underline, apply bullets, apply list numbering and apply colors using the options under Styling section.
  • Alignment: You can align the token/text as required, using the alignment patterns available under Alignment section.
  • Link: You can hyperlink the text using the Link option. Select the required text and click the Link icon to insert the URL you wish to hyperlink. Click Save.

Note: The newly added token/text will be honored with the format available on the first word of the text in the existing element (Default), if you didn’t modify the style formatting of the token/text. 

Configure Tokens and Text in PPTX 3.gif

Configure Success Plan in PPTX

To configure Success Plan:

  1. Select the required slide after which you want to add the Success Plan slides.
  2. Click the Add Success Plan dropdown, and select the required checkboxes.
    Important: 
    • A Success Plan’s information is categorized into 4 sections, namely Summary, Objectives, Tasks and Timeline. You can select the required section based on your business needs.
    • If you have enabled the separate Plan Overview slide feature, you can also view and select the Plan Overview slide from the Add Success Plan dropdown. Please contact Gainsight Support to enable this option.
  3. Click Add.

The following image shows how the Success Plan’s slides appear in the Success Snapshot template.

Edit Success Plan Slides

You can customize your success plan Summary slide, using the tokens from Company and Success Plan Group objects.

Edit Success Plan Slides.gif

After you add a Success Plan to Success Snapshot template and enable the ObjectivesTimeline and Task checkboxes, you will see three Success Plan reports, namely: Objective List, Tasks Details and Timeline Details are created under the Report Builder > System Folder. If you want to customize (Add filters, fields, remove fields, etc.) your Objectives, Tasks and Timeline slides in Success Snapshot, you can do it by editing these reports.

Important: Make sure that you do not rename any of the Success Plan report names from the Report Builder. If you rename the report, you may encounter with an error with the already configured Success Snapshots.

SYstem folders.gif

Once you have configured the Success Snapshot template, you can also clone or delete and reorder slides, based on your business needs.

Edit Success Plan Slides3.gif

Click the Save button on the upper right corner of the screen, once all the required configuration is done.

CSMs can now export the Success Snapshot presentation file, from the C360 page. Refer to Export Success Snapshot Presentations for information on how CSMs can export the Success Snapshot presentation from the C360/R360 pages.

Activate Snapshot

You can activate or deactivate a snapshot. By default, the Active toggle for a snapshot is off because you consume a lot of time configuring a success snapshot, assume if the toggle is ON before you finalized the snapshot, CSMs in the meantime can unknowingly download the snapshot which is not configured completely. To overcome such situations, toggle is off by default and once the snapshot is configured completely, you can Activate the snapshot, and then CSMs can download it from the 360 page.

Notes

  • By default, all the existing snapshots are marked Active.
  • The snapshot can be seen on the 360 page only if you Activate it on the Success Snapshots listing page.

Toggle.gif

Retain Configurations in Existing Snapshot 

You can retain the existing configuration when the associated PPT is updated with new content.

To update Snapshot:

  1. Navigate to Administration > Success Snapshot. You can see the list of existing snapshots.
  2. Hover on the required snapshot you wish to update and click Edit.
  3. Click the Context menu.
  4. Click Update Snapshot. Update Snapshot window appears.
  5. Click Browse and select the updated PPT.
    Note: You can also download the existing PPT from Success Snapshot and make changes in your local folder, and upload the PPT back to Success Snapshot.

Important: 

  • If you have cloned a slide in the snapshot, ensure that you don't delete the parent/original slide, otherwise, you may encounter an error while uploading the PPT.
  • Assume, a CSM has downloaded a 20 slide snapshot from Success Snapshots and deleted 2 slides and added 1 slide and then uploaded back to Success Snapshots using Update Snapshot feature. The 18 already configured slides will retain the configuration and only the one new slide needs configuration and there is no impact because of the 2 deleted slides.

Snapshot Test Run

 You can download the Snapshot and preview it before sharing the template with your end users.

To Test Run the Snapshot:

  1. Navigate to Administration > Success Snapshot. You can see the list of existing snapshots.
  2. Hover on the required snapshot you wish to test run and click Edit.
  3. Click Snapshot Test Run. The Snapshot Test Run window appears.
  4. Select the required Customer from the Customer dropdown list.
    Note: For a Relationship template, you can select the required Relationship from the Relationship dropdown list.
  5. Click Download.
    Note: If you add a Success Plan to the template, you can select the Success Plan from the Success Plan dropdown list. If a success plan is not configured for that specific Customer/Relationship, you have to create a plan to download the template.

PPT Repository

In PPT Repository, you can upload your PPTs and can store in the repository. You can use the readily available PPT from the repository while creating a new Snapshot.

To upload a new PPT:

  1. Click PPT Repository. You will see a list of PPTs, if you have already uploaded some.
  2. Click +PPT
  3. Click Browse Files to upload your own PPT.
  4. Select the PPT file from your computer. You may have to wait for few seconds until your business deck gets prepared and analyzed.
    Note: The maximum size of the PPT file you can upload to Success Snapshots repository is 50 MB.

PPT Re.gif

You can also Download or Delete the existing PPT from the repository if required.

Note: Delete option is disabled for the PPTs associated with a Success Snapshot.

Download.png

Limitation

  • C360 Usage section is not yet supported.
  • Was this article helpful?