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Gainsight Inc.

Projects and Project Settings

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

Introduction

This article is the second item in a series of Adoption Explorer configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

This article explains how admins can create a new project and configure the settings in the project. Navigating to Adoption Explorer > Administration displays a list of existing Projects and also allows you to create a new project.

Project Settings page_c.gif

Create New Project

To create a Project:

  1. Navigate to Adoption Explorer > Administration.
  2. Hover to the project name and click the Settings/Gear icon to edit the existing project (or) Click + Project on the top right corner, to create a new project. You will be landed on the project SETTINGS page.
  3. Enter the Project Name.
    Note: All the Objects created out of this Project are stored in Data Management, and the name of the Objects will always start with the Project Name assigned here. Ex: If your project name is ABC Analytics, created to track the usage analytics for customer ABC International, then the objects name in Data Management is tagged with project name and becomes ABC Analytics - Company/Person Daily Time Series, where Company/Person Daily Time Series are the out of the box Adoption Explorer objects created at Company/Person level.
  4. Select the Bring data from PX ? checkbox, if your usage data is in Gainsight PX. Enabling this checkbox will pull the pre-aggregated Feature usage data and Engagement data from Gainsight PX to provide you with a quick insights via out of the box metrics and layouts.
    Notes: Before you enable the checkbox, make sure that you have already established a connection between Gainsight PX and Gainsight CS, using PX Connector. For more information on Gainsight PX-Gainsight CS integration, refer Enable Gainsight PX Data in Adoption Explorer.
  5. At Company level:
    1. Select the Daily usage data checkbox to create a Company Timeseries Daily Object.

      Notes:
  • If you select the Daily Usage Data checkbox, you will see that the checkbox for Weekly Usage Data is also selected automatically, which means Daily usage data is automatically rolled-up to weekly.
  • If you want only the Company Timeseries Weekly Object to be created, select only the Weekly Usage Data checkbox.
  1. Select the Entitlement Data checkbox to create Company Entitlement Object.
  1. At Person level:
    1. Select the Person Level Usage Data checkbox to enable the following objects:
      • Person Usage Info
      • Person Timeseries (Daily, Weekly)
    2. Select the Daily usage data checkbox to create a Person Timeseries Daily Object.

      Notes:
      • If you select the Daily Usage Data checkbox, you will see that the checkbox for Weekly Usage Data is selected automatically, which means Daily usage data is automatically rolled-up to weekly.
      • If you want only the Person Timeseries Weekly Object to be created, then select only the Weekly Usage Data checkbox.
    3. Select the Entitlement Data checkbox to create Person Entitlement Object.
  2. Select the Instance Level Data checkbox for enabling instance level data.
    Instance Level: Instance in Adoption Explorer refers to anything ranging from Company Subdivision, Locations, Departments, etc. Ex: For example, Gainsight is a Company, Gainsight India and Gainsight USA are the instances of Gainsight.
    Note: Once the project is saved, you cannot modify this setting.
  3. Enter the Default External Id and Name. By default, these values will be used when a company ID is missing at instance/location level.

Settings 1 Latest.png

  1. Select the external identifier field in the Gainsight’s Company Object, from the dropdown list. This configuration creates a lookup between the Adoption Explorer object and Gainsight's Company object by mapping the external identifier field in the Adoption Explorer object with the external identifier field in the Gainsight's Company object.
    Notes:
    • To enable this project in C360, External Id in Adoption Explorer object must be mapped to external identifier field in the Gainsight's Company Object.
    • Alternately, you can also create a custom field in the Gainsight's Company object from Data Management page, and load the external ids into that field, and then map with the external id field in the Adoption Explorer object.

Ext ID lookups.gif

  1. Enter Project Schedule Time, at which the data ingestion begins from the external sources.
    Note: Ensure that all your sources are available before this time.
  2. Enter the email addresses in the Send Success Notification to textbox, to send success notifications to those emails.
  3. Enter the email addresses in the Send Failure Notification to textbox, to send failure notifications to those emails.
  4. Select the Send Download links in Email Notification ? checkbox, to send download links in the email notifications.
  5. Click Create.

Settings 2 Latest.png

Schedule & Availability Info

Available Sources

Once you configure external sources in a project, all the configured data sources and the delay time in usage data availability are shown in this section.
Currently, Adoption Explorer supports the following data sources:

  • Amazon S3 (S3): Usage data from S3 will be ingested into the Adoption Explorer objects in 24 hours.
  • Gainsight: Usage data from Gainsight will be ingested into the Adoption Explorer objects in 24 hours.
  • Google Analytics (GA): Usage data from GA is available after 48 hours, so in Adoption Explorer if any GA source is configured, data will be ingested into the Adoption Explorer objects in 72 hours.
  • Salesforce (SFDC): Usage data from Salesforce will be ingested into Adoption Explorer objects, in 24 hours.

If an Adoption Explorer object is configured with more than one data source type, schedule will happen at the farthest availability time of the data source. For example, if a Company Time Series (Daily) Object is configured with S3 and GA sources, schedule will happen in 72 hours, as 72 hours is the farthest availability time.

Schedule Info

This section displays an overview of the project schedule information, like:

  • Last Run For Date
  • Last Run Status
  • Next Run For Date
  • Next Schedule At
  • Timezone

Note: You can see the Schedule Info only when the project is in Active status.

RunForDate Vs ScheduleDate

  • RunForDate is the date which belongs to the Usage Data. For example, if a User has viewed 10 pages on 2018-11-01 and if this information is tracked on Google Analytics, then “2018-11-01” is the RunForDate.
  • ScheduleDate is the date on which the usage data from GA is ingested into the Adoption Explorer object. The maximum wait time for the usage data to be ingested in to the Adoption Explorer object is 72 hours, so the schedule date will be on “2018-11-04”.

Schedule Info _c.png

Once you have configured the project settings, you can now ingest usage data into the Adoption Explorer objects created. For information on how to ingest usage data into the Adoption Explorer objects, refer Configure Adoption Explorer Objects.

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