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Gainsight Inc.

Configure Embed Section in 360

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.

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IMPORTANT - Articles Impacted due to 6.34 October NXT Release

Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.

For more information about the latest UI changes, click here.

 

This article explains Admins about how to configure embedded page in C360/R360.

Overview

With embedded pages, you can configure a section of the C360 to access a web page via a URL. You can use path parameters and query parameters to define variables for the embedded URL.

One use case where path parameters could help is for customers who use sites like Google Drive or Box.com to manage files. With path parameters, users can configure an embedded page section to access folders from these sites on the C360. For example, let’s say a company named Civilia is using Gainsight, and is also using Box.com to manage customer files with a folder for every customer. The path or URL to access their folder for a company called Summer Way is www.civilia.box.com/SummerWay. If we wanted to access this from the Embed Page section of Summer Way’s C360, we could pass the variable “SummerWay” as a path parameter. In that case, our configured URL would be https://www.civilia.com/${folderName}. Under conditions, we would define folderName = Company Name.

Configure Embed Page in Layout

To embed a page in a layout:

  1. In the Configure Sections step, drag and drop the Embed Page section from the left pane.
  2. Click Configure. The Save to Configure dialog is displayed, if you have not saved the Layout.
  3. Click Yes. The Embed Page Configuration page is displayed.
  4. In the URL field, enter the URL of the required web page.
  5. In the Height section, select Percentage or Pixels and update the value in the whole number.
    Note: The minimum height for these sections is 10 Percentage or 100 pixels.
  6. In the Parameters section, the Parameter option is selected by default. You can add multiple Bundled Parameters and Parameters.
    • Click Add Parameter to pass parameters to the embedded page. The parameters are passed as  URL query string parameters. For example, param1=value&param2=value. If you click Add Parameter:
      1. Enter the parameter name.
      2. Select the company field or enter value.
    • Click Add Bundled Parameter to add bundle parameters under a namespace. For example, {group : {param1 : value, param2 : value}}. If you click Add Bundled Parameter:
      1. Enter the bundle name.
      2. Enter the parameter name.
      3. Select the company field or enter value.
  7. Click Save.

Note: In order for the Embed Page configuration to recognize a section of the URL as a path parameter, the variable must be formatted as ${x} where x is the path parameter. If this formatting is not applied, the path parameter will not be recognized and will not be applied. This formatting is used to denote a parameter regardless of where it is in the URL. Admins can use the format ${x} to denote query parameters as well where x could be the query parameter.

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