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.
- From the Export dropdown list, select the appropriate Success Snapshot template.
If the Success Snapshot template is configured with the PPTX file, you can directly export the Presentation. Once the export is completed, as a logged-in user, you receive an email with the direct download link. The downloaded PowerPoint Presentation is exactly the same PPTX, as configured and saved by your admin.
If the Success Snapshot template is configured with Google Slides, you must grant permissions to Gainsight to access your Google Account. Once the authorization is successful, select the target folder in the Google Drive. When the export is completed, as a logged-in user, you receive an email with the Google Slides Presentation (Drive link).
Note: You can revoke your Google Account access when required using the Revoke Access option.
Success Snapshot with Success Plan: If your admin has added a Success Plan to the Success Snapshot template, you must select the Success Plan while exporting your Success Snapshot.
Following image shows how to export a Success Snapshot when there are multiple Success Plans created for a customer.
Sample email notification of PPTX Presentation:
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.
Sample email notification of Google Slides Presentation:
The email with Drive link received to the logged-in user looks similar to the below image. Click the attached Slide to view the Success Snapshot template.
The below image from the downloaded PPTX reflects all the changes made by the admin, such as: 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 that you receive via email, for the exported business review deck is valid only for 7 days.
- If your admin inserts a tabular report which contains fewer than 100 records, and selects the checkbox to overflow the records, the records are displayed across multiple slides.
- If the total number of records in the tabular report exceeds 100 and your admin selects the checkbox to overflow the records, the records are displayed across multiple slides up to 100 records; for the remaining records, a hyperlink to an excel file containing all of the records is displayed.