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Gainsight Inc.

Gainsight CS

Understand how to enable and configure the Gainsight CS integration.

Overview

The Northpass and Gainsight CS integration allows customer learning data to be seamlessly incorporated into a customer's overall health score. Key data points such as course completion rates and progress are utilized to provide a more comprehensive view of customer engagement and satisfaction.

Key Features of the Northpass and Gainsight CS Integration

  • Evaluate Course Progress: Within Gainsight, you can monitor course progress through custom objects, providing a detailed view of customer learning journeys.
  • Measure Training Impact: The integration enables the measurement of how training influences overall customer health and satisfaction, offering insights into the effectiveness of educational initiatives.
  • Leverage Learning Data: Learning data can be used in Gainsight rule creation to automate internal and external actions, enhancing proactive customer management.

By integrating Northpass with Gainsight CS, organizations can better understand and act on customer education metrics to improve customer success outcomes.

Requirements

  • You are an Admin in both Northpass and Gainsight CS
  • You are on a premium Northpass plan or higher plan

Getting Started

  1. Log in as a Northpass Admin
  2. Go to your Apps section. Click on the Gainsight App
  3. Click Get Started. Toggle the integration to ON.
  4. Screen Shot 2023-05-23 at 2.03.41 PM.jpg
  5. After generating/obtaining API Access Key in Gainsight, enter the Access Key into the corresponding Northpass field.
  6. Obtain the Sub Domain from Gainsight, enter the Sub Domain into the corresponding Northpass field.
  7. Create a Low Volume custom object in Gainsight
  8. Add the following fields to the custom object:
    1. Name (This will be where the learner's name is populated.)
    2. Email
    3. Course Name
    4. Course Progress
    5. Learner ID
    6. Activity Completed At
    7. Activity Name
  9. Take the table name set up for the Gainsight custom object and enter it into the corresponding Northpass field.
  10. Click the Save button.
  11. A Connected status confirms that Northpass was able to authenticate with Gainsight using the Access Key & Sub Domain provided.

If the custom object field is not set up as instructed in Step 9, Northpass will not be able to pass data into Gainsight.

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