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Gainsight Inc.

Configure Relationships

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

Relationships is a framework in Gainsight that provides you the flexibility to accurately model and manage your complex customer structures by creating Relationship types and Relationships. Relationships takes Customer Success beyond managing Accounts. They help CSMs manage each connection point (Relationship) with the customer.

This article explains how to configure Relationships in the Relationships Administration page. To view the Relationships Administration page, navigate to Administration > General > Relationships. This page allows you to add fields, create Associated Objects, configure the Relationship Types and Type fields, Sections and Relationship Search Configuration.

1. main screen.gif

You can see the following tabs in this page:

  1. Fields
  2. Type Fields
  3. Associated Objects
  4. Sections
  5. Types
  6. Search Configuration

Configure Fields

Relationship Fields

The Relationship Fields section displays all the fields in the Relationship object. There are three types of fields in the object namely:

  • Standard
  • System
  • Custom

In this page, you can just view standard and system fields but you can create, view, edit, and delete the custom fields. You can create custom fields and use the same in other configuration pages of Relationship.

For example:

  • You can use custom fields in the configuration of Relationships.
  • You can use custom fields in the configuration of Associated Objects.
  • You can use custom fields in the Search configuration.

To create a custom field:

  1. Navigate to the FIELDS tab.
  2. Click + FIELD. Create Custom Field dialog appears.

2. Field.gif

  1. Enter the following details in the Create Custom Field dialog :
  • Display name: The display name of the custom field.
  • Field name: System defined field name with a suffix of __gc. This is copied from display name by default but you can edit the same as required.
  • Data type: The data type of the field being created.
  • Currency Code: You can see this field when you select data type as Currency only. Select a currency code from the list.
  • Default value: The default value that you would like to insert in the field.
  • Decimal places: You can see this field when you select data type as Currency, Number, or Percentage only. Assign the number of decimal places on the values in the field. By default, assigned decimal places is 0.

3. Field details.gif

  • Gainsight mapping: This field is displayed only when you select either GSID, Date, DateTime, Email or, String Data Type. You can map the field only to  standard fields from Gainsight Objects. You can map the field being created with a suitable standard field so that values in the current field are enabled with hyperlinking.

4. Field details mapping.gif

  • Category: This field is displayed only when you select either Dropdown list or Multi select dropdown list Data type. You must select a Category for the Drop down list. For more information on Drop down lists, refer Dropdown List and Multi Select Dropdown List.
  • Max length: This field is visible only when you select the Rich Text Area data type. You should specify the maximum length of words supported by this field.

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  • Description: The description of the field being created.
  • Required: By setting this constraint, the field is not allowed to ingest a null value record while importing data. Required constraint cannot be set on a new field, if data already exists in the Relationship Type object.
  • Hide in Reporting: If you select this, the field will be hidden in the Reporting functionality.
  • Calculated field: This checkbox appears only if there are at least two fields with  Number Data type. If you select this, you can create a formula using the existing fields.
  • Object lookup list: This field is displayed only when you select either Email, String or GS ID Data type. Select the Source Object from which data will be ingested into this field.  
  • Field lookup list: Once you select an object in the Object lookup list, its corresponding fields are displayed here. select the source field to which lookup is enabled from the current field.
  1. Click SAVE & NEW, to save the current field and to create another new field. This helps to create multiple fields in a single instance.
  2. Click SAVE, to save the current field. Once the field is created, it populates in the Fields section.

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  1. Once the field is created, it populates in the Fields section. You can click Edit field to edit the field name and the number of decimal places. This option is available only for custom fields.
  2. Click View field to view the existing standard or system field.

For more information on creating a new field in an object, refer to the section Add Custom Fields in an Object.

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Notes:

  • If you do not assign the number of Decimal Places on the Number, Currency, or Percentage type fields, the values in the field will be rounded to simple numbers.
  • While importing data into the field:
    • If a user sets a default value for the field and the source record is empty/null, then that default value will be ingested.
    • If the default value is not set and the source record is empty/null, then that record will be rejected provided if the field is marked as Required.
    • Required constraint can only be applied on a field which does not have any null/empty values.
    • It is recommended not to apply the Required constraint on a newly added field.

Stage

Stage is used to define on which lifecycle stage a customer is currently in. Gainsight offers following standard stages by default in the stage field.

  • New Customer
  • Kicked Off
  • Launched
  • Adopting
  • Will Churn
  • Churn

You can just view the standard stages but you can create new custom stages and edit the existing stages depending on your business requirement. All these different stage items are associated to standard Stage field dropdown in the Relationship object. Users can select any of these stage items from the dropdown list, while creating a Relationship.

To create a custom stage:

  1. Navigate to the Stages section.
  2. Click + STAGE. Add an item dialog appears.
  3. Enter the following details in the Add an item dialog:
  • Scope: Select type of the scope from one of the following options:

    • Global: If you select this option, the stage that you create, will be associated with all the Relationships types.
    • Relationship: If you select this option, the stage that you create, will be associated with the selected Relationships type only.
  • Applies To: This field is displayed only when you select Relationship in Scope. Select the Relationship types the stage item should apply to.
  • Name: The display name of the stage field.
  • Short Name: This is automatically populated based on the Display Name. You can also edit the short name.
  • Active: Select status of the stage item (Active / Inactive). If you want to use this stage, select Active.
  • Color: You can choose required color of your choice for stage.
  • Description: The description of the stage being created.
  1. Click ADD, to add the stage item.

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  1. Once the stage item is created, it populates in the Stages section. You can click Edit field to edit the stage item and click UPDATE, if you made any changes.

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Status

Customer Status is a system defined field used to classify the status of the customer. You cannot add, remove, or edit selections in this list.

Gainsight offers following standard Statuses by default in the Status field.

  • Active
  • Inactive
  • Churn

All the different statuses in this section are associated to Status field in the Relationship object.

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Configure Type Fields Section

The Relationships Type Fields section displays all the fields in the Relationships Type object. There are three types of fields in the object namely:

  • Standard
  • System
  • Custom

In this page, you can just view standard and system fields but you can create, view, edit, delete the custom type fields. You can create a custom type field and you can use the same in other configuration pages of Relationship types. To configure custom type fields, navigate to the TYPE FIELDS tab.

You can create and edit a custom Relationship type category, depending on your business requirement. All these different categories are associated to standard Relationship type Category field in the Relationship Type object.

To create a custom relationship type field, refer Relationship Type Fields.

To create a custom relationship type category, refer Relationship Type Category.

For more information on the configuration of Relationship Type object and Relationship Type Category, refer Configure Relationship Types.

Configure Associated Objects

Associated objects help fetch relevant data from a different object, so that you can display associated reports in the R360 page, and can be used in the rules engine to create Relationship level CTA or to Set Score or to Create a Success Plan and all other Relationship level rules engine actions.

You can associate another Gainsight object to the Relationship object by mapping the Relationship field to the associated object’s field. Mapping is a prerequisite to adding associated objects and their associated reports to the R360 page.

For more information on how to add an associated object, refer Configure Associated Objects to Relationship.

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Configure Sections

SECTIONS page lists all of the Global sections that can be added to any Relationship layout. Global Sections is a section library, which allows you to create the most commonly used sections with specific configurations and keep them readily available, for using them in multiple layouts. Sections that you create in the Global Sections appear in the GLOBAL pane in the Available sections of each layout configuration page. The primary purpose of Global Sections is to save admins time.

Advantages of using Global Sections:

  • Once you add a section to the layout from Global Sections, changes made at Global level are reflected in the section added to each layout.
  • You can add a Global section to any layout, decouple it, and customize it as per your business requirement.

For more information on the configuration of Global Sections, refer Configure the Relationship360 Details (R360) Page and Section Types.

Configure Relationship Types

A Relationship type defines which attributes and reports that your CSMs see in the Relationship section of the RCustomer 360, as well as in the Relationship 360. It also defines the layout of these pages. You can think of the Relationship type as the template to define a Relationship per customer. Relationship types could be based on different products that your organization sells and manages, or different business units or departments that your organization sells to and works with.

For more information on the configuration of Relationship types, refer Configure Relationship Types.

Configure Search Configuration

This tab is used to configure fields that can be used to Global search for Relationship. You can also see a preview of the Relationship results in this tab. A maximum of 4 fields can be configured in this screen as searchable or visible in the search results. By default, Name field and CompanyId Name (Company’s Name of the Relationship) field are searchable in the Relationship object.

To configure Relationship Search settings:

  1. Navigate to the SEARCH CONFIGURATION tab. By default, Relationship Name and Relationship’s Company Name are available in the searchable fields section on the right pane.
  2. Add one or more fields from the Available fields section in the left pane to the searchable fields section.
  3. Switch ON the toggle button on the field to make it searchable.
  4. Click the Settings/Gear icon to modify the field display name, to make it more contextual to your business purpose.

Notes:

  • It is recommended to include not more than 2 fields in search criteria, in order to preserve search performance. However, you can add 4 fields only.
  • You can search the Relationship only with Name fields. If you add other than Name fields in the search fields section, you can only view those fields, but you cannot search Relationship with those fields.

In the following image, Relationship Name, Company Id Name, and CSM Name are added as searchable fields.

12. Search configuration.gif

Once the search settings are configured, you can see the newly added searchable fields in the Search bar, below the Relationship Name as shown in the following image. You can now search by Company Name and CSM Name along with the Relationship Name.

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