Gainsight NXT Release Notes 6.29 October/November 2021

 Simplified Dashboard Configuration with Horizon Experience

Gainsight has revamped the Dashboard Configuration in Adoption Explorer project with new labeling, navigation and guided steps in creating the dashboard and usage reports. Formerly known as Layouts, the Dashboard Configuration tab displays the list of dashboards and the usage reports.

For more information, refer to the Layout List View and Create New Layouts article.

Ingest Module Level Usage Data from PX Custom Exports

Ingesting module-level usage data from Gainsight PX into Adoption Explorer objects is now possible. This usage data helps you analyze and track adoption for each module and make informed business decisions. For example, module Alpha is used most by your end users and module Gamma gets the least adoption. Module-level usage data from PX helps you analyze such instances and your team can start advocating users towards adoption of the least used modules and identify areas of improvement or also initiate engagement or email campaigns to targeted users.

For more information on how to ingest custom data from PX, refer to the Enable Gainsight PX Data in Adoption Explorer article.

 Visual Cue for CTA Detail View

When users hover over a CTA in the Cockpit list view, the Details prompt will now appear beside the name of each CTA. Users can click the prompt to see the Detail View of the CTA.

For more information on the CTA Detail View, refer to the Call to Action Detail View (Horizon Experience) article.

 Sort CTAs by Owner

Users can now click on the owner column in the Cockpit list view to sort CTAs alphabetically by owner. This makes it easier for admins to assess the workload of each CSM.

For more information on sorting CTAs in Cockpit, refer to the Cockpit List View (Horizon Experience) article.

Follow/Unfollow Multiple Companies in Slack Using a Query

Users can now follow or unfollow multiple companies in Slack using follow all companies or unfollow all companies query respectively. The query returns a list of accessible companies as a direct message. Users can then select the checkbox next to each company to follow or clear the checkbox to unfollow.

For information on how to follow/unfollow multiple companies using a query, refer to the Gainsight Notification in Slack article.

 Horizonized Scorecard Section in C360 and R360

Gainsight has revamped the C360 and the R360 Section in the Scorecard project with new horizon compliant components.The UI now scales in a much more intuitive and usable manner, the experience is now consistent across the Summary and list views in C360 and R360, Mass edit, and Renewal center. Following are a few of the key benefits.

Key Benefits:

• Instead of a partially filled circle, a complete circle is displayed for Overall and Group Scores.
• Enter the values with the enhanced slider component.
• Differentiate between a no score and a zero score in the score history.
• Week label is displayed when the user hovers over the score history. 
• The third pane now contains all the information about the measure, score updates
• You can now automatically open the timeline composer by clicking the 'Log Activity' checkbox.

For more information, refer to the View and Update Scorecard in 360 article.

 Note Templates for CSMs

Gainsight introduces the Note Templates that help you to select templates for Timeline > Notes that make it easier and faster to log Timeline activities.

Key Highlights

• A preview of the Template is visible before you apply it in the Notes.
• You can modify the text from applied templates while writing the notes.
• Admins can compose the Note templates in the Administration (Timeline).
• Admins can configure the templates with different Activity Types. This makes it easier for the users to select templates based on the specific activity type.

Refer to the video for a glimpse of this enhancement. 

For more information on how admins can configure Note Templates, refer to the Configure Note Templates article.

To create a new Note Template:

1. Navigate to Administration > Timeline > Note Templates
2. Click Create Template. The Create New Template pane appears.
3. Click Create. The Note Template is created.

For more information on Notes Templates, refer to the Log Activities to Timeline article.

Enable Searchable Fields in Timeline

With the next v6.29 release, Users can now search for Strings and Lookup fields for CTAs and Cases. The Search for such fields can be enabled by navigating to Administration > Timeline > Associated Records.

Configure Programs without Overwriting Concurrent Changes

Admins can now edit programs without worrying about their configurations overwriting the selections of other users who might be simultaneously editing the program. If multiple users edit the same program, the user who opened it first will be able to edit and save as expected. The other editors will receive the following error message if they attempt to save their instance of the program:

After receiving the error, users must refresh the page before they can save the Program. The refresh will load any changes made by the first editor. This prevents the changes from being overwritten.

For more information on configuring programs, refer to the Configure Model and Emails for Programs article.

Refresh Segments before Publishing

Admins can now configure Segment sources to refresh their participant list immediately before a program syncs participants. This makes it easier to keep Segment sources up-to-date. Admins can select this option on the Properties tab of the segment configuration page.

For more information on configuring participant sources, refer to the Segments article.

Configure New Options for Segment Identifiers

Segment sources have new configuration options Admins can use to define identifiers for unique participants. On the Properties tab of the segment configuration page, they can configure the “Identifier Type” and “Contact Identifier” fields to select an identifier for participants based on the Segment’s source object.

For more information on configuring participant sources, refer to the Add Participants to a Program article.

Log New Timeline Activity from Opportunity Fields

Create a new Timeline Activity directly from the Opportunity details page using the Log to Timeline option available while editing the rich text fields. This option is available both for in-line editing of the Opportunity list view and from the Opportunity details page 

Example Business Use case

Your organization wants to strengthen collaboration between Sales and Customer Success teams by allowing Sales to relay Opportunity information to Gainsight Timeline. The Log to Timeline option facilitates this by allowing CSMs to log new activities from Opportunity details to Timeline.

Admin can configure the fields to edit by navigating to Administration > Revenue Optimization > Renewal Center > Log to Timeline.

Notes:

• Changes made to the opportunity fields are synced to SFDC.
• Changes made to any rich text field in Timeline are retained in Gainsight and not synced to SFDC.

New Company Intelligence Signals

The following two new signals  are added in the Company Intelligence Configuration that notify users about important milestones in the business journeys of their customers' and competitors':

• Business Expansion: This Signal notifies users about the business expansion such as new branch opening information about their customers.

• Product/Service Launch: This Signal notifies users regarding new product or service launch information about their customers. 

Note: These signals are available to the existing customers, but are not activated by default. Contact your Gainsight Administrator to activate these signals.

For more information on Company Intelligence signals, refer to the Configure Company Intelligence article.

New Solutions for Scorecards 2.0

The following new solutions are now available in Sightline Vault:

• Reset Stale Scorecards Measures:

  • Category: Productivity

  • Description: Create a rule to set expired and outdated scorecard measures to NA. This helps keep scorecard measures accurate and consistent.

• Seed Unified Scorecard Fact:

  • Category: Productivity

  • Description: Create a rule to set a Null score for each customer measure without a score. This ensures a record is created in the Unified Scorecard Fact object for all customers, including those without scores.

For more information on available solutions, refer to the Solutions in Sightline Vault article.

PX as a Source in Data Designer

You can now add PX as a data source and can use the data from PX to analyze and create Dataspaces in Data Designer. 

Prerequisite: To fetch data from PX, you must first create a PX connection in the Connectors 2.0 page. For more information on this configuration, refer to the Gainsight PX Connector article.

Business Use Case:  Fetch aggregated custom events data from PX into Data Designer and merge them with Company information in Gainsight to get usage data by ARR segments, Health Score segments, etc.

To use this enhancement, navigate to Administration > Data Designer, and open an existing dataset or create a new design. In the Preparation tab, under the Data Source dropdown list, you can now see PX along with existing data sources.

For more information on how to use PX in Data Designer, refer to the Use Data from PX in Data Designer article.

Picklist Labels

In Data Designer, users now have the option to select the data type required to be fetched from a Picklist as a GSID or Label (String) data type.

Business Use Case: Users can Duplicate a picklist to a string. Use string for processing picklist in reporting.

For more information on how to use Picklist, refer to the Preparation Details in Data Designer article.

HTML Tags in Rich Text

Gainsight now provides an option to remove the HTML tags from the Rich text Fields selected in the Data Designer.  Benefits of the HTML Tags are:

1. The HTML Tag automatically detects Rich Text fields.

2. Default state preserves HTML tags with an option to strip off HTML tags.

3. Useful for S3 export and important for single data consistency.

Remove the HTML Tags by turning the Toggle off in the Fields section.

For more information on how to use HTML Tags, refer to the Preparation Details in Data Designer article.

 Summary Ribbon in Rules List Page

The Summary Ribbon icon is now available on the Rules List page in Rules Engine. Clicking the Summary Ribbon icon displays metrics such as “Total Rule Run Time”, “Failed Rule Runs”, “Tasks Fetched”, “Frequently Running Rule Runs” and so on.

Some metrics have an Analyze [Call to Action] option. Admins can click this option to view more in-depth information about the metric. These options give admins a clear idea about which rules failed and which ones have a long run-time.

Previously, there was no way for admins to see which rules failed. Now, admins can click Analyze [Call to Action] under the “Failed Rule Runs” metric and get optimized information about the failed rules. They can then review the information and take necessary actions if needed. The following image shows the analysis of the Failed Rule Runs - Last 60 days metric.

Click the three dots icon in the Summary Ribbon to see its entire list of metrics. The metrics can be reordered simply by clicking and dragging them. The selected metrics will appear under the Summary Ribbon for quick access.

For more information on the Summary Ribbon, refer to the Rules Engine List View, Rule Chain View, and Timeline View article.

Configure Rules to Run in Parallel

Admins can now select to run multiple rules in parallel at the same time. This allows rules to run at their scheduled time, even if other rules with the same dependencies are already running. Admins can select the run preference of each rule by navigating to the Rule Configuration Page > Schedule. The following preference options are available:

• Optimize run with other Rules: Select this option to stop other rules from running while this rule is running if they are dependent on the same objects. This option is selected by default.

• Run independent of other Rules: Select this option to allow all other rules to run in parallel with this rule while it is running.

For more information on scheduling rules, refer to the Schedule and Execute Rules article.

Sync Google BigQuery Views in Gainsight

Admins can now sync Google BigQuery views and leverage them as source objects in Gainsight to create data jobs. A view is a virtual table defined by a SQL query. To sync newly created views from Bigquery to Gainsight, admins must re-authorize the BigQuery connection from the Connections page.

For more information on how to sync views in Gainsight, refer to the Google BigQuery Connector article.

Additional Resources

• For more information about the previous or upcoming major release versions/dates, refer to the Gainsight NXT Release Process article.