Setup User Notifications

Default Notifications

Gainsight provides default notification settings for the following:

• Channel Subscriptions
• Event Subscriptions

Subscribe to Channel Notifications

To manually subscribe/unsubscribe to channel notifications:

1. Click the Notifications (Bell) icon in the top right corner of any page. The Notifications page is displayed.
2. Click the Gear icon on the Notification page. The My Settings page is displayed.

3. Enable the following subscriptions for the available channels in the Channel Subscriptions section:

• On Gainsight: To receive the notifications in the Gainsight in-app application. If you enable this option, the Play sound when a notification is received check box is displayed. Select this check box, if you want to hear an alert sound when you receive a notification.
• Email: To receive the notifications through email. If you enable this option, the Select frequency option is displayed. You can select the following frequencies for email notification:
  • Real time: To receive Email notifications immediately after the events occur.
  • Daily: To receive Email notifications every day at 12AM based on the user time zone.
  • Weekly: To receive Email notifications once per week, every Sunday  at 12AM based on the user time zone.
• Slack: To receive the notifications in the Slack channel. If you enable this option, users must follow the company for which they want to receive notifications in Slack. If a user from a slack channel follows a company on behalf of the channel, the notifications for those companies are sent in the channel. For more information, refer to the Gainsight Notifications in Slack article.
  Note: The Slack option in the My Settings page is only displayed for customers who have set-up a slack workspace for Sally.
• Microsoft Teams: To receive notifications in Microsoft Teams. If you enable this option, users must follow the company for which they want to receive notifications in Microsoft Teams. For more information refer to the Gainsight Notifications in Microsoft Teams article. 

Gainsight NXT in Salesforce CRM

Click here to expand for more information on how to allow notifications on Salesfore login

• Allow me to view my notifications on: You can set login preference to Gainsight NXT to see Gainsight Notifications received through an Email. This is applicable only to the Gainsight NXT customers connected through Salesforce Connector. Gainsight NXT can be accessed either through Direct Gainsight Login or Salesforce Login.
  1. Gainsight NXT: When you click any hyperlink in the email notification, the system will redirect you to access Gainsight NXT through Direct NXT Login, where you need to enter your Gainsight login credentials to access the notification details inside the Gainsight application.  
  2. Salesforce: When you click any hyperlink in the email notification, the system will redirect you to access Gainsight NXT through Salesforce Login, where you need to enter your Salesforce login credentials to access the notification details inside the Gainsight application.

4. Click SAVE.

IMPORTANT:

• If you disable the On Gainsight option in the Channel Subscriptions section and click SAVE, the Notifications (Bell) icon is not displayed in the application.
  To display the Notifications (Bell) icon again, navigate to Profile > My Settings and enable the On Gainsight option in the Channel Subscriptions section.

• If you disable On Gainsight or Email options in the Channel Subscriptions section, the event subscription options are disabled automatically for the respective channels in the Events Subscriptions section.

Subscribe to Event Notifications

To manually subscribe/unsubscribe to event notifications:

1. Click the Notifications (Bell) icon in the top right corner of any page. The Notifications page is displayed.
2. Click the Gear icon on the Notification page. The My Settings page is displayed.

3. Select your desired event subscriptions/unsubscriptions for On Gainsight and Email channels in the Event Subscriptions section. The following are the events available for subscription:
   1. For the customers I follow:
      • Survey Response Submitted: To receive an Email or Gainsight in-app notifications when a recipient submits a response to a survey for a Company or Relationship you are following.
      • Call To Action Created: To receive an Email or Gainsight in-app notifications when a Call To Action is created for a Company or Relationship you are following.
      • Call To Actions Status Updated: To receive an Email or Gainsight in-app notifications when a Call To Action status is updated for a Company or Relationship you are following.
      • Activity created: To receive an Email or Gainsight in-app notifications when an Activity is created for a Company or Relationship you are following.
        Note:  Notifications for the requests coming from Rules are not triggered to avoid multiple emails to end users.
      • Company Intelligence: To receive an Email or Gainsight in-app notifications when company intelligence updates are available for a Company or Relationship you are following.
        
        Note: This option is grayed out if the users do not opt for the Company Intelligence feature.
        For more information on how to follow a customer, refer to the Following Customers Manually section in this article.
   2. Timeline:
      • Mentions you in an activity: To receive an Email or Gainsight in-app notifications when you are mentioned in an Activity, irrespective of you following/unfollowing the customer.
      • Comments on your activity: To receive an Email or Gainsight in-app notifications when another user comments on timeline activity that you posted.
      • Mentions you in a comment: To receive an Email or Gainsight in-app notifications when you are mentioned in an Activity comment, irrespective of you following/unfollowing the customer.
   3. Cockpit:
      • A CTA is assigned to me: To receive an Email or Gainsight in-app notifications when a CTA is assigned to you.
      • A Task is assigned to me: To receive an Email or Gainsight in-app notifications when a task is assigned to you.
   4. Success Plans:
      • My Success plan due date is changed: To receive an Email or Gainsight in-app notifications when a Success Plan’s owned by you, due date is changed.
      • A Success plan is assigned to me: To receive an Email or Gainsight in-app notifications when a Success Plan is assigned to you.
      • Comments on Success Plan: To receive an Email or Gainsight in-app notifications when a comment in Success Plan is added.
      • Mentions you in a Success Plan comment: To receive an Email or Gainsight in-app notifications when a you are mentioned in a Success Plan comment.

4. Click SAVE.