Gainsight NXT Patch Release Notes: Version 6.12.X series

Increased Character Limit for Dropdown Category Name

While creating a new Dropdown Category, Admins can now enter the Category Name with a character length of 3 to 100. Previously, the character limit maximum was 50. For more information, refer to Create a Custom Category.

Increased Low Volume Custom Objects and Fields

Admins can now create a maximum of 100 Low Volume custom objects in an org, from the Gainsight Data Management page, and a maximum of 100 fields can be created in each Low volume custom object. Previously, Gainsight only permitted 50 low volume custom objects and 50 fields in each low volume custom object. For more information, refer to Low Volume Custom Objects.

Retain Configurations in Existing Snapshot

Success Snapshot is now enhanced with a new feature called Update Snapshot. With this feature, the existing configuration is retained when the associated PPT is updated with new content.

Use Case: For instance, you might have spent a lot of time configuring a snapshot with reports and tokens. And now, you may want to update the same snapshot with a recently edited PPT from your local folder. With this enhancement, you can replace the PPT without losing the existing configurations in the snapshot.

To use this enhancement:

1. Navigate to Administration > Analytics > Success Snapshot. You can see the list of existing snapshots.
2. Hover on the required snapshot you wish to update and click Edit.
3. Click Update Snapshot. Update Snapshot window appears.
4. Click Browse and select the updated PPT.
   Note: You can also download the existing PPT from Success Snapshot and make changes in your local folder, and upload the PPT back to Success Snapshot.

Important: 

• If you have cloned a slide in the snapshot, ensure that you don't delete the parent/original slide, otherwise you may encounter an error while uploading the PPT.
• Assume, a CSM has downloaded a 20 slide snapshot from Success Snapshots and deleted 2 slides and added 1 slide and then uploaded it back to Success Snapshots using the Update Snapshot feature. Here, the original 18 slides will retain the configuration, and only the one new slide needs configuration, and there is no impact because of the 2 deleted slides.

Activate the Success Snapshot

In Success Snapshots, a new toggle called Active is introduced to activate or deactivate a snapshot. By default, the Active toggle for a snapshot is off because admins consume a lot of time configuring a success snapshot, assume if the toggle is ON before the snapshot is finalised by admins, CSMs in the meantime can unknowingly download the snapshot which is not configured completely. To overcome such situations, toggle is off by default and once the snapshot is configured completely, admins can Activate the snapshot, and then CSMs can download it from the 360 page.

Notes:

• By default, all the existing snapshots are marked Active.

• The snapshot can be seen on the 360 page only if you Activate it on the Success Snapshots listing page.

Survey Source Information in C/R360

In the C/R360 > Survey section, CSMs can now view the Survey source for all surveys that are either published through Gainsight Surveys or imported from external sources, such as SurveyMonkey, Gainsight PX, or Qualtrics.

Survey Responses Tab:

NPS® Responses Tab:

OAuth 2.0 Authentication for External Events

Gainsight Custom Connectors now use OAuth 2.0 as an authorization method to establish a connection to an external application. OAuth 2.0 is a protocol that allows a user to grant secure and limited third-party access to their assets without having to expose their credentials.

When you create a connection to an external application, you can now select OAuth 2.0 as the authorization method to establish the connection and then setup parameters for this authorization mechanism.

Business use case:

A user wants to create a rule to post a message to Slack when high revenue customers give a low NPS® score. The user is reluctant to provide his Slack login credentials to Gainsight. With this enhancement, he can leverage OAuth 2.0 authorization to securely call an external API to trigger this action.

To use OAuth 2.0 authorization:

1. Navigate to Administration > Operations > Connectors 2.0.
2. Click Custom Connector.
3. Click Create Connection. The Create a Connection window is displayed.

4. Perform the following steps:

   1. In the Connection Name field, enter a name for the connection.
   2. From the Authorization Type drop-down menu, select either OAuth 2.0 Authorization. 
   3. Configure the following fields: 

• Content Type: Select the content type that is compatible with the external authorization provider.
• Authorization URL:  Provide the authorization URL that is given in the external API documentation.
• Access token URL: Provide the access token that is given in the external service API documentation.
• Client ID: Provide the Client ID from the external application.
• Client Secret: Provide the client secret from the external application.
• Scope: Provide the permission scopes of the connection.