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Gainsight Inc.

Admin Training

Elearning Courses

 
If you're a new Gainsight Admin or if you're interested in learning more about a particular Gainsight application or feature, then we recommend you start with our self-paced Admin application online training. 
 
Excluding "Admin - Foundations", which is the starting point for new admins to learn about the overall solution, all of the remaining courses start with the word Admin and are followed by a Gainsight application like Journey Orchestrator or Surveys, for example.  
 
Each session includes information about that application as well as exercises and a short quiz.  Below you will find more information about each course.
 
  • Admin - Foundations
    • What is Gainsight
    • Help Tools
    • What is an Admin
    • Vocabulary
    • A Tour of Gainsight
    • Gainsight Architecture
    • What is Best Practice Library

 

  • Admin - Basic Data Management (2 part course)
    • Data Spaces
    • Data Management
    • MDA
    • Key Concepts
    • MDA Interface
    • Loading Data to MDA Objects

 

  • Admin - Basic Rules Engine (2 part course)
    • Troubleshooting
    • Best Practice Tips
    • Creating A Rule - Walk Thru
    • Anatomy Of A Rule
    • Rules Engine Overview

 

  • Admin - Reports & Dashboards
    • Reports
    • Dashboards 

 

  • Admin - Cockpit & Playbooks
    • Understand Cockpit Functionality
    • Manual Creation and Editing of CTAs
    • Create and Manage Playbooks
    • Leverage Best Practice Library for Playbooks

 

  • Admin - C360 & Timeline
    • Navigate C360
    • Understand How To Customize C360
    • Understand Timeline Features
    • Understand G360 Features

 

  • Admin - Scorecards
    • Overview Scorecards
    • Review Best Practices
    • Scorecard Configuration
    • Review Multiple Scorecard Use Cases

 

  • Admin - Surveys
    • Design and distribute surveys within Gainsight
    • Create branching and linked questions
    • Create CTAs based on Survey results
    • Analyze Surveys and NPS results

 

  • Admin - Journey Orchestrator (fka CoPilot) (2 part course)
    • Introduction to Journey Orchestrator
    • Program Models
    • Prep Steps
    • Creating an Outreach
    • Adding Participants
    • Building Your Model
    • Outreach Status
    • Best Practice Tips

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  • Admin - Business Modeler (aka Relationships) 
    • Overview Of Relationships
    • Explore Use Cases
    • Relationship Configuration
    • Configuring R360

 

  • Admin - Success Plans
    • Overview of Success Plans
    • Use Case Examples
    • Anatomy Of A Success Plan
    • Prep Work & Exercise

 

  • Admin - Advanced Data Management (2 part course)
    • MDA Deep Dive
    • Using S3 Connector
    • Core Concepts
    • Exercises & Workshop

 

  • Admin - Advanced Bionic Rules (2 part course)
    • Using Merge, Pivot and Transformation Tasks
    • Sourcing Both Salesforce And MDA Data
    • Creating Actions to Load Data, Set Scores, Create CTAs

 

 
Please note, we do not currently offer certification.
 
 
 
 
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