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Gainsight Inc.

User and Account Model

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This article lists the User and Account attributes in Gainsight PX and explains how to track the attributes.

Overview

Gainsight PX provides a set of User and Account attributes by default, and allows admin to define Custom attributes. Admins can turn ON/OFF the user, account and custom attributes as required. This allows for the Personally Identifiable Information(PII) or sensitive information of the end-users not to be tracked.  

You can view the attributes by navigating to the Administration > Attributes page. Use the Attribute Name when sending data using the Gainsight PX Web SDK or the Gainsight PX REST API.

User Attributes

The following table lists the User Attributes:

View Name Attribute Name Data Type
Account id accountId String
City Name city String
Continent Code continent String
Country Code countryCode String
Country Name countryName String
Email email String
First Name firstName String
First visit firstVisitDate Date
Gender gender String
Guided Tours guidedTours Boolean
Id id String
Last name lastName String
Latitude latitude String
Lead date leadDate Date
Longitude longitude String
Number of visits numberOfVisits Number
Onboarding Bot onboardingBot Boolean
Phone phone String
Postal Code postalCode String
Product Updates productUpdates Boolean
Region Name regionName String
Role role String
Score score Number
Sign up date signUpDate Date
State Code stateCode String
State Name stateName String
Street street String
Subscription Id subscriptionId String
Surveys surveys Boolean
Time Zone timeZone String
Job title jobTitle String
Track Usage trackUsage Boolean

Account Attributes

The following table lists the Account Attributes:

View Name Attribute Name Data Type
City Name city String
Continent Code continent String
Country Code countryCode String
Country Name countryName String
Id id String
Industry industry String
NAICS Code naicsCode String
name Name String
Number of employees numberOfEmployees Number
Number of users numberOfUsers Number
Number of visits numberOfVisitors Number
Parent Group ID parentGroupId String
Plan plan String
Postal Code postalCode String
Region Name regionName String
Salesforce id sfdcId String
SIC id sicCode String
State Code stateCode String
State Name stateName String
Street street String
Time Zone timeZone String
Website website String

Custom Attributes

If you do not see the field you like to pass into Gainsight PX in the available list of attributes, create a custom attribute.

To create a custom attribute:

  1. Navigate to Administration > Attributes.
  2. Click the +NEW button on the User or Account tab.
  3. On the Create Attribute pop up, enter the Attribute Name, API name.
  4. Select the Data Type and enter the Attribute Description.
  5. Enter the Default value for the attribute.

Note: When a custom attribute is used as a token and does not have a value then the default value replaces the token.

  1. Click Save. 

Gainsight PX allows you to add up to 50 custom attributes. To add more attributes, contact us at pxsupport@gainsight.com.

custom attributes_add.PNG

Historical Tracking for Attributes

Gainsight PX has the capability of tracking the historical data for the Account and User Attributes. Users and Account properties such as roles, stage, status change frequently. The tracking option allows you to trace back the values for an attribute easily. Gainsight PX stores the following details:

  • Past and current values of the attributes
  • The date on which the attribute was updated
  • The source from which the update was performed.

You can enable the tracking option while creating or editing the attribute.

Historical Tracking 1.jpg

Attribute Limits

Property Type Limit (characters)
Attribute Name 200
Attribute Value 1024