Gainsight NXT Patch Release Notes: Version 6.37.X series
This document contains information about new functionality or fixes made to existing functionality in the patch release of the 6.37.1, 6.37. 2, 6.37.3, and 6.37.4 versions.
Version 6.37.4, September 12, 2023
Announcements
Email Templates
- Click here to expand for more information on Journey Orchestrator
- Journey Orchestrator is your center for automated communications. It leverages the power of automation to make your job easier as you communicate with customers at scale. Gainsight enables customer success teams to launch automated emails based on customer attributes such as health score, product usage, survey results, and lifecycle stage. Through automation, you can scale customer touches and engage with a growing list of customers often and effectively.
Note: Admins are invited to join live instructor-led training on Journey Orchestrator every 6 weeks!
Internal Padding Option Available for Image/Video Container
In the Email Template Builder, the Internal Padding option is available in the Style tab for Image and Video element containers rather than directly for Image and Video elements. Therefore, you need to select the container in which the Image or Video element is located to provide internal padding.
For more information on the Email Templates, refer to the Email Template Builder article.
Enhancements
Email Templates
- Click here to expand for more information on Journey Orchestrator
- Journey Orchestrator is your center for automated communications. It leverages the power of automation to make your job easier as you communicate with customers at scale. Gainsight enables customer success teams to launch automated emails based on customer attributes such as health score, product usage, survey results, and lifecycle stage. Through automation, you can scale customer touches and engage with a growing list of customers often and effectively.
Note: Admins are invited to join live instructor-led training on Journey Orchestrator every 6 weeks!
Ability to Paste Images and Tables in Text Element
The new Email Template Builder allows you to easily paste tables and images from various sources, such as Google Sheets or Microsoft Excel, directly into the Text element. This speeds up the process of creating email templates in Gainsight.
In the Text element, you can now perform the following two actions:
- Copy and paste images in between text.
- Add images directly using the Rich Text Editor Toolbar.
Note: Table content, including borders and background color, is preserved when pasted. However, the text is pasted in default format (Arial, 13 pixels).
For more information on Text Element, refer to the Add Text section of the Email Template Builder article.
Enhanced Email Responsiveness in Email Template Builder
Gainsight introduces the Fluid Width toggle switch in the new Email Template Builder. When you select the Fluid Width toggle, the email width dynamically adapts to the screen size of the device in which it is viewed ensuring a responsive user experience.
For more information on the Email Content Area, refer to the Email Content Area section of the Email Template Builder article.
Automated Email Content Height Adjustment
The new Email Template Builder automatically adjusts the height of the email based on the content and eliminates excess white space between the email body and footer. This results in concise and better looking emails.
For more information on the Email Templates, refer to the Email Template Builder article.
Issues Addressed
Email Templates
- Previously, the Validate Email option in CTA in the Cockpit page navigated to a blank page. This issue has been resolved and now displays the email to validate before sending.
- Previously, there was an issue in saving the modifications in the email templates that have tokens in the links. This issue has been resolved enabling you to perform modifications in email templates and save them.
- Previously, when you copy any content containing the & character and paste it into Email Template Builder editor using cmd+shift+v keyboard shortcut, the & was getting pasted as &. This issue has been resolved.
- Previously, in Email Template Builder Report Element when you select Attachment as Report Type, then the .CSV extension was automatically added to the attached report name within the email template. This issue has been resolved.
- Previously, in new Email Template Builder editor, the table cells of email templates that are created using the old Email Template Builder were not editable. This issue has been resolved.
- Previously, the delete icon to delete the divider element was not displayed in the Divider element on Cockpit > CTA > Send Email page. This issue has been resolved.
- Previously, in the Edit Report dropdown of the Reports Element configuration page the reports names were not displayed entirely. This issue has been resolved and you can maximize or minimize the dropdown width or scroll horizontally to view the entire name of report.
Version 6.37.3, September 07, 2023
Enhancements
Connectors
- Click here to expand for more information on Connectors
- Connectors are integrations that are offered out-of-the-box so you can connect various data sources and sync their information to Gainsight.
Ability to Associate Multiple Records in HubSpot Bi-Directional Sync
The HubSpot integration with Gainsight brings enhanced visibility between sales and customer success teams. The improved Bi-Directional HubSpot integration introduces a seamless process for creating or updating records of multiple objects in HubSpot from Gainsight, while also facilitating the association of these records. For instance, you can effortlessly transfer data of a Gainsight Timeline, Meeting or Call objects from Gainsight and link it to a Contact or Company object in HubSpot. Additionally, this enhancement enables you to create a Renewal Deal in HubSpot through Gainsight and associate it with a Company, Contact, or Line Item.
Note: Gainsight recommends to map fields to RecordID under Target Fields in Load to HubSpot to ensure the success of rule.
For more information on how these associations of multiple objects play a role in the load to HubSpot configuration, refer to the Load to HubSpot Action Type article.
Version 6.37.2, August 25, 2023
Enhancements
Success Snapshots
- Click here to expand for more information on Success Snapshots
- Success Snapshots enables admins to generate PowerPoint presentations with customer data and graphs from Gainsight, using your own customized presentation (business review deck) uploaded to the Success Snapshot repository, and help CSMs run their customer meetings (such as EBRs and QBRs). Once a Success Snapshot template is created and saved, CSMs will be able to export them from C360 and R360 pages respectively.
Improved Success Snapshots
The following enhancements are introduced to the Success Snapshots template editor, further assisting admins and CSMs in preparing exceptional business decks:
- Apply Default Dimensions checkbox for Chart Reports.
This enhancement eliminates the possibility of missing data in the exported template, such as rich chart legend information, that might occur due to small text-box dimensions. The default dimensions applied to the chart image are 1080 x 1920 pixels.
- Success Snapshot auto-populates the token in the exported with a default value, if there is no value available in the token. The default values are:
- 0, if the data type is numeric.
- 0%, if the data type is percentage.
- NA, if the data type is anything other than numeric or percentage.
For more information on the default dimensions checkbox, refer to the Chart Reports section of the Configure Success Snapshots article.
Version 6.37.1, August 18, 2023
Announcements
Journey Orchestrator
- Click here to expand for more information on Journey Orchestrator
- Journey Orchestrator is your center for automated communications. It leverages the power of automation to make your job easier as you communicate with customers at scale. Gainsight enables customer success teams to launch automated emails based on customer attributes such as health score, product usage, survey results, and lifecycle stage. Through automation, you can scale customer touches and engage with a growing list of customers often and effectively.
Note: Admins are invited to join live instructor-led training on Journey Orchestrator every 6 weeks!
HTML Body and Text Body No Longer Shows Data
The HTML body and Text body fields in the AO Emails object in the Reports module now display a null value. If users need to view the HTML body or Text body of Journey Orchestrator emails, they need to raise a support ticket with Gainsight Support.
Note: This will be done in phases and will be completed on or before September 30th, 2023.
Enhancements
Gainsight Assist
- Click here to expand for more information on Gainsight Assist
- Email Task and Send Email features in GS Assist help CSMs to send personalized emails directly to contacts from the Cockpit and Timeline. CSMs can send an email directly from Cockpit using templates created by their Admin, and from Timeline to share activity details. These options help users save time and standardize their customer communications.
Hidden Empty Folders
In GS Assist Chrome Plugin and Outlook Add-in for email, the empty folders that do not contain any email templates are hidden by default. However, the empty folders can be viewed by selecting the Include Empty Folders checkbox option.
Note: If an empty folder has a sub-folder with templates in it, then the parent folder is visible in the list.
Issues Addressed
Journey Orchestrator
Previously, the count of email actions, such as opened email counts or clicked links in Journey Orchestrator analytics, was different from the count displayed in the Email logs object. This data mismatch issue has been resolved by ensuring the data is updated and consistent in both AO Emails and Email logs object.
Note: This fix will be done in phases and will be completed on or before August 30th, 2023.
Previous Version Details
The Gainsight team works hard to provide new features, enhancements, and fix bugs. This section provides details of the work done in the previous release, these releases can either be patch or a scheduled major release.
| Date | Release Version | Description |
|---|---|---|
| 22 July 2023 (EU) 29 July 2023 (US) |
6.37 | Gainsight NXT Release Notes 6.37 July 2023 |