Configure Success Snapshots

Import from your Computer

The Import from your Computer option lets you choose the PPTX file from your computer.

To upload a PPTX file:

1. Click Import from your Computer.
2. Select the PPTX file from your computer.
3. Click Open. Wait for a few seconds while your business deck gets prepared and analyzed for you to make the changes.
   Note: The maximum allowed size of the PPTX file for upload is 50 MB.

Import from your Repository 

The Import from your Repository option lets you search or select a PPTX file from a list of uploaded templates in the repository.

To select a PPTX file:

1. Click Import from your Repository. The PPT Repository window appears.
2. Search or select a PPTX file from the repository.
3. Click Import. The presentation is uploaded.

Import from your Google Drive 

The Import from you Google Drive option lets you import Google Slides from your Google Account. To import the slides, you must grant permission to Gainsight to access your Google Account. 

To import Google Slides:

1. Click Import from your Google Drive. If you are importing for the first time, the Choose an Account window appears.
2. Select the required Google Account to authorize. 
3. Click Allow. 
4. From the Google Drive page, select the required Slide.
5. Click Import. Google Slides are uploaded.

Add a Text Box

Text box is the basic formatting option in your slide. You can add multiple text boxes anywhere in the slide to organize and present your content better.

Key Benefits:

• Insert text, images, tokens, and reports anywhere on the slide.
• Move content anywhere around in your slide.
• Highlight content in your slide to grab attention of your audience.

To add a text box:

1. Click the Add Text Box option in the Editor pane. A default size text box is added to the slide.
2. (Optional) Click and drag any corner of the text box to resize.
3. (Optional) Click the top border of the text box to move it around anywhere in the slide.

Add a Report

Embed reports to ingest customer data from Report Builder. 

To add a Report within the text box: 

1. Select the required text box in the slide. 
2. Click the Add Report icon in the editor pane. The Add Report slide-out panel appears. 
3. Select the required report. 
4. Customize the Report Properties.

Add an Image

To add an image:

1. Select the text box and place it where you want to add the image.
2. Click the Add Image icon.
3. In the Add Image slide-out panel, click Add Image.
4. Select an image from your system. The image is added to the text box.
   Note: The Image Repository option is available to add an image from the images previously uploaded from your system.

Add a Token 

Embed Tokens to visually represent dynamic data. 

Note: Gainsight supports tokens from Company, Relationship, and Success Plan objects only.

To add a token: 

1. Select the text box. 
2. Click on the Add Token option in the editor pane. The Add Token slide-out panel is displayed. 
3. Select the required field you want to tokenize. 
4. (Optional) Click General Properties icon in the editor pane and select the following: 
   • Select the Text can overflow check box to allow the text to overflow out of the textbox within the slide.
   • Select the Reduce font size check box to allow the font size to be reduced to fit the entire text in the textbox and retain the font type. The minimum supported font size is 6px.

Notes: 

• If you do not select the above mentioned check boxes, the font size and font type of the token text are retained and the sentence trails off with ellipses.
• If no data or value is available in the token, then the following values are shown in the exported template:
  • 0, if the data type is numeric.
  • 0%, if the data type is percentage.
  • NA, if the data type is anything other than numeric or percentage.
• The special characters < > & cannot be used as a token name in the Token Display Name text box.

Format Tokens and Text

You can also format the tokens/text entered in the slides. Success Snapshot has the following formatting options:

• Font Family: From the Font Family dropdown list, select the required font.
• Font-size: From the font-size dropdown list, select the required font-size.
• Styles: Apply the styles available under Styling section. For example, you can Bold, Underline, apply Bullets, apply Numbered List, and configure Font Color.
• Alignment: Align the token/text using the alignment patterns available under Alignment section.
• Link: Hyperlink the text using the Link option. Select the required text and click the Link icon to insert the URL. Click Save.

You can also format the token or text from the Token Properties slide-out panel. Formatting options like font type, size, and styles are available.

Add Success Plan Slides

Success Plan information is categorized into five sections, namely Summary, Plan Overview, Objectives, Tasks, and Timeline. Select the required section based on your business needs. The Summary slide honors the parent slide properties such as font, font color, font size, and theme.

To add Success Plan slides:

1. Select the slide after which you want to add the Success Plan slides.
2. Click Success Plan dropdown.
3. Select the fields required.
4. Click Add.

Apply Table Styles 

Configure Success Snapshot templates for CSMs to use for their business review meetings. Import a parent template and configure the slides by adding text, images, tokens, and reports. While configuring the templates, admins can create, customize, and apply table styles to Tabular Reports. 

For more information on how to apply Table Styles, refer to the Table Styles in Success Snapshot article available in the Additional Resources section.

Add Custom Fonts

You can add and apply custom fonts to your text in Success Snapshot Templates.

To add a custom font:

1. Navigate to Administration > Success Snapshot Builder > Settings tab.
2. In the Settings page, click Font Settings.
3. Click Add Font Style.
4. In the Add Font window, drag and drop a TTF font file.

Note: The maximum number of custom fonts that can be added is 10.

View Parent Slide Data

Select the View Parent Slide check box to view the pre-configured data and compare with the configured slide data. This option removes the dependency on the original slide.

IMPORTANT: You need to clear the View Parent Slide Data check box to perform any configuration changes in the configure Success Snapshot Template.

Retain Configurations in Existing Snapshot

The associated PPTX/Google Slides is updated with new content, uploading the slide deck to Success Snapshots can still retain the existing/previous configurations.

To update the Snapshot template:

1. Navigate to Administration > Success Snapshot Builder. The list of existing Success Snapshot Templates appears.
2. Hover on the Success Snapshot Template you wish to update and click Edit. The Success Snapshot Template appears.
   Note: The Update Template option is displayed if the snapshot is configured with PPTX template.
   1. Click Update Template. You can select either of the following options:
      • Import Microsoft Presentation: This lets you to upload the updated PPTX file from your Computer.
      • Download Template: This lets you to download the existing PPTX from Success Snapshot and make changes in your local folder, and upload the PPTX back to Success Snapshot. 
3. Click Save. The retained configuration is saved successfully.

IMPORTANT: Assume, a CSM has downloaded a 20 slide Success Snapshot Template and deleted two slides and added one slide and then uploaded back to Success Snapshots using Update Snapshot feature. The 18 already configured slides retains the configuration and only the one new slide needs configuration.

Preview Slides

To preview a slide:

1. Click on the Preview Slide icon. A Preview Slide slide-out panel is displayed.
2.  In the Preview Slide slide-out panel, enter the following details:
   • Select the Company/Relationship Name.
   • (Optional) Select a Success Plan Name/Relationship Success Plan Data.
   • Select the Save this choice for future checkbox to set the selected Company/Relationship and Success Plan as default preview settings.
3. Click Confirm. The slide preview is displayed as a lightbox.

Notes: 

• Click anywhere on the screen to exit the preview.
• In case of a Relationship type template, the Company name is visible along with the Relationship name in the search results.

Test Run

You can download/export the Snapshot and preview it before sharing the template with your end users.

To perform the Snapshot Test Run:

1. Click Test Run.
2. In the Snapshot Test Run window, select the following:
   • Search a Company/Relationship from the dropdown list for whom you want to download the Success Snapshot.
   • Select a Success Plan from the dropdown list. 
     Note: This option needs to be selected when there are Success Plan related tokens or reports in the configuration.
3. Click Download. The Success Snapshot will be downloaded successfully.

Note: In case of a Relationship type template, the Company name is visible along with the Relationship name in the search results.