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Gainsight Inc.

Gainsight Notifications in Slack

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.

 

This article explains about how the Gainsight notifications are received in Slack.

Overview

Users can now receive the following Gainsight main events notifications through Slack:

  • For the customers, I follow
  • Timeline
  • CTA/Task/Success Plan related workflows

Users must select the Slack toggle switch in the Channel Subscription section and follow the company for which they want to receive notifications through Slack. They can also modify the events they want to receive notifications for in Slack through Direct Message or in a Channel.

Note: The Slack option in the My Settings page is only displayed for customers who have set-up a slack workspace for Sally.

For more information on the above channel and event subscriptions, refer to the Setup User Notifications article.

Notifications in Slack

After selecting the Slack option in the My settings page, 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. 

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Users can click the Notifications Settings option or type 'settings' in Slack to edit the desired events subscriptions/unsubscriptions for the Slack Channel.

Users can either select Yes/No from the dropdown options for the following main events available for subscription in Slack Channel:

  • For the customers, I follow
  • Timeline
    IMPORTANT: The above-mentioned Timeline activity notifications are received even if the user does not follow that particular company in Slack.
  • Workflow

Note: By default, all the above notifications are enabled for users in Slack.

Note: The modified Notification settings in Slack are also automatically updated in the application.

Once users follow the company, they will start receiving notifications regarding the events for which they have subscribed. For example, if a CTA for xyz company has been created, the following notification is received in Slack.

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If you click the name of the CTA or Company, the users are navigated to that particular CTA on the Cockpit page and C360 page of that customer respectively. From Slack, at the bottom of each notification, they can click the Settings icon to modify the default notification settings.

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Users also have Like or Dislike options, after the notification, to provide their feedback on the notification details. If they click the Like option, a ‘Thank You’ message appears. If they click the Dislike option, an optional Share your feedback here comment dialog appears. Feedback is shared with the Gainsight product team to help improve the feature.

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