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.
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Once Admins setup a Success Snapshots template from Administration > Success Snapshots, CSMs can export a presentation file for any customer from the Customer 360/Relationship 360 page. For Admin instructions, refer to Configure Success Snapshot Template.
Export Success Snapshot Presentation from 360 Page
To export a Success Snapshot presentation file for an individual customer:
- Navigate to the Customer/Relationship 360 page.
- Select the appropriate Success Snapshot template from the Export dropdown list.
Success Snapshot with Success Plan: If your admin has added a Success Plan to the Success Snapshot template, then you will need to select the required Success Plan while exporting your Success Snapshot.
The following image shows how to export a Success Snapshot, when there are multiple Success Plans created for a particular customer.
Once the export is completed, as a logged-in user, you will receive an email with the direct download link. The downloaded PowerPoint Presentation is exactly the same PPTX, as configured and saved by your admin.
The email with download link received to the logged-in user looks similar to the below image. Click DOWNLOAD HERE to download the Success Snapshot template.
The below image from the downloaded PPTX reflects all the changes made by the admin, like: Company Name token, Tabular Report and Image as configured by the admin from Gainsight.
The following image shows how a Success Plan appears in the downloaded PPTX, after a Success Snapshot is exported. The slides in the image shows the Summary, Objectives, Tasks and Timeline information of the Success Plan, as configured by your admin.
- The Download Link received via email, for the exported business review deck will be valid only for 7 days.
- You can view the exported Success Snapshot template in Microsoft PowerPoint.
- If your admin has inserted a tabular report which contains fewer than 100 records, and selected the checkbox to overflow the records, you will see the records displayed across multiple slides.
- If the total number of records in the tabular report exceeds 100, and if your admin has selected the checkbox to overflow the records, you will see the records displayed across multiple slides up to 100 records; and for the remaining records, you will see a hyperlink to an excel file containing all of the records.