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SFDC Article TitleURL
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Gainsight Vocabulary (or Key Terms)https://support.gainsight.com/Administration_and_Permissions/General_Administration/01
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Configure Email Tasks to Send From Cockpithttps://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/08_Configure_Email_Tasks_to_Send_From_Cockpit
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Relationships Overviewhttps://support.gainsight.com/Relationships_and_Account_Hierarchy/About/Relationships_Overview
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Welcome to Gainsight (5 mins.)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Welcome_to_Gainsight_(5_mins.)
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Tutorial - Automating Lifecycle CTAs: Upcoming Renewalshttps://support.gainsight.com/Rules_Engine/Examples_and_Tutorials/Tutorial_Automating_Lifecycle_CTAs_Upcoming_Renewals
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Create Custom Views in Cockpithttps://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/04_Create_Custom_Views_in_Cockpit
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Creating CTAs Automatically based on NPS Survey Responsehttps://support.gainsight.com/Surveys/Survey_Follow-Up/Creating_CTAs_Automatically_based_on_NPS_Survey_Response
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Setting up Gainsight with SalesForce Professional Editionhttps://support.gainsight.com/Administration_and_Permissions/Setting_up_Gainsight_for_Salesforce_Administrators/Setting_up_Gainsight_with_SalesForce_Professional_Edition
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Gainsight User Objecthttps://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Gainsight_User_Object
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Journey Orchestrator FAQs and Troubleshootinghttps://support.gainsight.com/Journey_Orchestrator_and_Email/FAQs/Journey_Orchestrator_FAQs_and_Troubleshooting
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Intro to Programs (video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Intro_to_Advanced_Outreach_(video)
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Rules Engine Overviewhttps://support.gainsight.com/Rules_Engine/About/Rules_Engine_Overview
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How to Submit a Gainsight Support Tickethttps://support.gainsight.com/Administration_and_Permissions/Gainsight_Product_Support/How_to_Submit_a_Gainsight_Support_Ticket
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Google Analytics & Usage Data: Users Not Appearing in Reportshttps://support.gainsight.com/?title=Reports_and_Dashboards/Troubleshooting/Google_Analytics_%26_Usage_Data:_Users_Not_Appearing_in_Reports
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Mixpanel: Enabling the Integrationhttps://support.gainsight.com/Connectors/Usage_Data_Connectors/Mixpanel_Enabling_the_Integration
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Cockpit List Viewhttps://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/03_Cockpit_List_View
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Authorize Matrix Data Platform (MDA)https://support.gainsight.com/Data_Management/Managing_Data_In_Gainsight/Authorize_Matrix_Data_Platform_(MDA)
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Create and Execute Journey Orchestrator Outreaches (aka, schedule emails)https://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/04_Create_and_Execute_CoPilot_Outreaches_(aka%2C_schedule_emails)
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Challenge B6: We are seeing churn due to poor customer satisfactionhttps://support.gainsight.com/View_More_Categories/Business_Processes/Manage_Customer_Risk/Challenge_B6_We_are_seeing_churn_due_to_poor_customer_satisfaction
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Enable & Configure Gainsight Mobilehttps://support.gainsight.com/Administration_and_Permissions/General_Administration/Enable_and_Configure_Gainsight_Mobile
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Cockpit Fails to Loadhttps://support.gainsight.com/Cockpit_and_Playbooks/Troubleshooting/01_Cockpit_Fails_to_Load
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Intro to Reporting (11 min. video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Intro_to_Reporting_(11_min._video)
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Setup Salesforce Survey Domain & Test Survey Setuphttps://support.gainsight.com/Surveys/Survey_Design/Setup_Salesforce_Survey_Domain_and_Test_Survey_Setup
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Share Dashboardshttps://support.gainsight.com/Reports_and_Dashboards/User_Guides/Share_Dashboards
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Tutorial - Loading Red/Yellow/Green Status to Scorecards via the Rules Enginehttps://support.gainsight.com/Rules_Engine/Examples_and_Tutorials/Tutorial_Loading_Red_Yellow_and_Green_Status_to_Scorecards_via_the_Rules_Engine
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Vault Overviewhttps://support.gainsight.com/View_More_Categories/Best_Practices_Library/Vault/Vault_Overview
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Gainsight Matrix Data Architecture Overviewhttps://support.gainsight.com/Data_Management/About/Gainsight_Matrix_Data_Architecture_Overview
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Configuring Reports to Send via Journey Orchestratorhttps://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/05_Configuring_Reports_to_Send_via_CoPilot
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Printable Job Aids for Customer Success and Account Managershttps://support.gainsight.com/View_More_Categories/Training_and_Videos/Printable_Guides/Printable_Job_Aids_for_Customer_Success_and_Account_Managers
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Gainsight Email Activationhttps://support.gainsight.com/Journey_Orchestrator_and_Email/Email_Options_and_Guidelines/Gainsight_Email_Activation
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Tutorial: Baseline Scorecard Measures using Bionic Ruleshttps://support.gainsight.com/Scorecards/02Scorecards_2.0/04Tutorials/Tutorial%3A_Baseline_Scorecard_Measures_using_Bionic_Rules
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How to Enable Text Analyticshttps://support.gainsight.com/Surveys/Survey_Follow-Up/How_to_Enable_Text_Analytics
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Release Notes: Version 5.11 February 2018: Detailed Descriptionshttps://support.gainsight.com/Release_Notes/2018/Release_Notes%3A_Version_5.11_February_2018%3A_Detailed_Descriptions
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Reasons for Low Survey Response Ratehttps://support.gainsight.com/Surveys/Survey_Design/Reasons_for_Low_Survey_Response_Rate
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How To Revoke and Reauthorize OAuth Accesshttps://support.gainsight.com/Administration_and_Permissions/General_Administration/How_To_Revoke_oAuth_Access
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Tutorial: Create Surveys Data Spacehttps://support.gainsight.com/Data_Management/Data_Spaces/Tutorial%3A_Create_Surveys_Data_Space
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Configure Milestone Typeshttps://support.gainsight.com/Administration_and_Permissions/General_Administration/Configure_Milestone_Types
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Load 3rd Party NPS Results to Gainsighthttps://support.gainsight.com/Surveys/Examples_and_Tutorials/Load_3rd_Party_NPS_Results_to_Gainsight
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Configure Shared 360https://support.gainsight.com/View_More_Categories/Sharing/Admin_Guides/Configure_Shared_360
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Adding Email Analytics Report to C360https://support.gainsight.com/Journey_Orchestrator_and_Email/Examples_and_Tutorials/Adding_Email_Analytics_Report_to_C360
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Enable Scorecards 2.0https://support.gainsight.com/Scorecards/02Scorecards_2.0/02Admin_Guides/Enable_Scorecards_2.0
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FAQs: Segment Integration with Gainsighthttps://support.gainsight.com/Connectors/Usage_Data_Connectors/FAQs%3A_Segment_Integration_with_Gainsight
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Milestone Usage and Analyticshttps://support.gainsight.com/360/User_Guides/Milestone_Usage_and_Analytics
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Gainsight Installation Prerequisites and Supported Browsershttps://support.gainsight.com/Administration_and_Permissions/General_Administration/Gainsight_Installation_Prerequisites_and_Supported_Browsers
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Exporting Success Planshttps://support.gainsight.com/Success_Plans/User_Guides/Exporting_Success_Plans
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Scheduling Ruleshttps://support.gainsight.com/Rules_Engine/Admin_Guides/Scheduling_Rules
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Enable Relationshipshttps://support.gainsight.com/Relationships_and_Account_Hierarchy/Admin_Guides/Enable_Relationships
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How our CS Director Uses Gainsight Dashboards (5 mins.)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/How_our_CS_Director_Uses_Gainsight_Dashboards_(5_mins.)
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Configure Survey Propertieshttps://support.gainsight.com/Surveys/Survey_Design/Configure_Survey_Properties
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Uninstall & Remove Gainsight Applicationhttps://support.gainsight.com/Administration_and_Permissions/General_Administration/Uninstall_and_Remove_Gainsight_Application
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Success Plan for Product Adoptionhttps://support.gainsight.com/Success_Plans/Tutorials/Success_Plan_for_Product_Adoption
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Data Spaces Overviewhttps://support.gainsight.com/Data_Management/Data_Spaces/Data_Spaces_Overview
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Intro to Gainsight Sally bot (4 min. video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Intro_to_Gainsight_Sally_bot_(4_min._video)
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Configure and Sync Tasks from Gainsight to Salesforcehttps://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/10_Configure_and_Sync_Tasks_from_Gainsight_to_Salesforce
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Use Timeline for Note-taking and Follow-up Tasks (video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Use_Timeline_for_Note-taking_and_Follow-up_Tasks_(video)
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Enable Journey Orchestrator & Add Permissionshttps://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/01_Enable_CoPilot_and_Add_Permissions
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Operational Email Guidelineshttps://support.gainsight.com/Journey_Orchestrator_and_Email/Email_Options_and_Guidelines/Operational_Email_Guidelines
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Surveys and NPS Overview (7 min. video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Surveys_and_NPS_Overview_(7_min._video)
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Survey Program Best Practiceshttps://support.gainsight.com/Surveys/About/Survey_Program_Best_Practices
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Edit Scores in Relationship Scorecard Mass Edit View (1.0)https://support.gainsight.com/Scorecards/01Scorecards1.0/03User_Guides/Edit_Scores_in_Relationship_Scorecard_Mass_Edit_View_(1.0)
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Release Notes Version 5.9 September 2017: Summary Listhttps://support.gainsight.com/Release_Notes/2017/Release_Notes_Version_5.9_September_2017-Summary_List
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Create and Send Multi-Variant Emailshttps://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/Create_and_Send_Multi-Variant_Emails
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Email Templates 2.0 FAQhttps://support.gainsight.com/Journey_Orchestrator_and_Email/FAQs/Email_Templates_2.0_FAQ
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Journey Orchestrator & Automated Email Overviewhttps://support.gainsight.com/Journey_Orchestrator_and_Email/About/01_CoPilot_and_Automated_Email_Overview
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In-Line Survey Overviewhttps://support.gainsight.com/Surveys/Survey_Distribution/In-Line_Survey_Overview
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Introduction to Gainsight for Managers & Executiveshttps://support.gainsight.com/Getting_Started_for_End_Users/Getting_Started_for_Executive%2F%2FManagers/01_Introduction_to_Gainsight_for_Managers_and_Executives
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Create a Bionic Rule to Support Habits Reportshttps://support.gainsight.com/Rules_Engine/Examples_and_Tutorials/Create_a_Bionic_Rule_to_Support_Habits_Reports
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Shortcuts to Other Gainsight Reportshttps://support.gainsight.com/Reports_and_Dashboards/User_Guides/Shortcuts_to_Other_Gainsight_Reports
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Identifying an Absence of Data via Bionic Ruleshttps://support.gainsight.com/Rules_Engine/Examples_and_Tutorials/Identifying_an_Absence_of_Data_via_Rules
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Pendo: Enabling the Integrationhttps://support.gainsight.com/Connectors/Technology_Partner_Integrations/Pendo_Enabling_the_Integration
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Survey Analyticshttps://support.gainsight.com/Surveys/Survey_Follow-Up/Survey_Analytics
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Understanding Account Hierarchy and Gainsight Relationships (video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Understanding_Account_Hierarchy_and_Gainsight_Relationships_(video)
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Intro to Email Assist Tasks (9 mins.)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Intro_to_Email_Assist_Tasks_(9_mins.)
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Display Feature Request Report in Customer360https://support.gainsight.com/360/Tutorials/Display_Feature_Request_Report_in_Customer360
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Auto-Provisioning Matrix Data Architecturehttps://support.gainsight.com/Administration_and_Permissions/Setting_up_Gainsight_for_Salesforce_Administrators/Auto-Provisioning_Matrix_Data_Architecture
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Available Models for Programshttps://support.gainsight.com/Journey_Orchestrator_and_Email/About/Available_Models_for_Advanced_Outreach
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Intro to the Rules Engine (12 min. video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Intro_to_the_Rules_Engine_(12_min._video)
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Create Internal Survey Questionshttps://support.gainsight.com/Surveys/Survey_Design/Create_Internal_Survey_Questions
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Configure an efficient sales to CSM handoffhttps://support.gainsight.com/View_More_Categories/Business_Processes/Operationalize_Customer_Lifecycle/Configure_an_efficient_sales_to_CSM_handoff
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Manually Send a Unique Survey Link to a Customerhttps://support.gainsight.com/Surveys/Examples_and_Tutorials/Manually_Send_a_Unique_Survey_Link_to_a_Customer
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Tutorial: Load to Relationship Related Objectshttps://support.gainsight.com/Relationships_and_Account_Hierarchy/Admin_Guides/Tutorial%3A_Load_to_Relationship_Related_Objects
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Configure Click-to-Callhttps://support.gainsight.com/360/Admin_Guides/Configure_Click-to-Call
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Use Timeline to log Activitieshttps://support.gainsight.com/Timeline/User_Guides/Use_Timeline_to_log_Activities
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New Customer Onboarding (path)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Implementation_and_Onboarding/New_Customer_Onboarding_(path)
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Send Gsnaps Using Journey Orchestrator or Email Assist Taskshttps://support.gainsight.com/View_More_Categories/Gsnap_Video_Messaging/Admin_Guides/Send_Gsnaps_Using_Journey_Orchestrator_or_Email_Assist_Tasks
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Challenge B1: We don't know which accounts are at risk and which we can impact or deprioritizehttps://support.gainsight.com/View_More_Categories/Business_Processes/Manage_Customer_Risk/Challenge_B1_We_don't_know_which_accounts_are_at_risk_and_which_we_can_impact_or_deprioritize
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Gainsight Viewer Licenses and Viewer Permission Setshttps://support.gainsight.com/Administration_and_Permissions/Permissions%2C_Licenses_and_Sharing_Settings/Gainsight_Viewer_Licenses
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Add Survey Questionshttps://support.gainsight.com/Surveys/Survey_Design/Add_Survey_Questions
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Relationships Walk-through (video)https://support.gainsight.com/View_More_Categories/Training_and_Videos/Training_Videos/Relationships_Walk-through_(video)
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Use Engagement Rule to Set Scorehttps://support.gainsight.com/Rules_Engine/Admin_Guides/Use_Engagement_Rule_to_Set_Score
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Survey Flattening Overviewhttps://support.gainsight.com/Surveys/Survey_Follow-Up/Survey_Flattening_Overview
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SmartSign Overview and Setup (1.0)https://support.gainsight.com/Scorecards/01Scorecards1.0/02Admin_Guides/SmartSign_Overview_and_Setup_(1.0)
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Configure CTA Detail View Layoutshttps://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_CTA_Detail_View_Layouts
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Configure Scorecard Rules for Company Risk (1.0)https://support.gainsight.com/Scorecards/01Scorecards1.0/04Tutorials/Configure_Scorecard_Rules_for_Company_Risk_(1.0)
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Programs FAQhttps://support.gainsight.com/Journey_Orchestrator_and_Email/FAQs/Programs_FAQ
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Customers Tab: Your Book of Businesshttps://support.gainsight.com/Reports_and_Dashboards/User_Guides/Customers_Tab%3A_Your_Book_of_Business
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