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Gainsight University

Explore our free online training, register for premium virtual instructor led courses, or earn professional certifications.

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Admin: Data Designer
Admin: Data Designer
Prepares you to use Data Designer to discover richer, more meaningful insights from your customer data.
25 min
data-designer Admin-NXT
CC: Customizing the Design of Your Customer Community
CC: Customizing the Design of Your Customer Community
You will explore how to customize the layout and branding of your Customer Community.
15 min
insided
管理者-ユーザ管理-NXT (Admin: User Management)
管理者-ユーザ管理-NXT (Admin: User Management)
このコースでは、Gainsightでユーザを管理する方法の概要を説明します。
japanese
管理者: ルールエンジン (Admin: Rules Engine)
管理者: ルールエンジン (Admin: Rules Engine)
ルールエンジンコースへようこそ。このコースでは、Gainsightでデータ管理の基本について学びます。また、MDAのインターフェースおよび機能を含めて、Gainsightのデータアーキテクチャについても学びます。
japanese
管理者 - タイムラインの設定 (Admin: Timeline)
管理者 - タイムラインの設定 (Admin: Timeline)
「管理者向けのタイムラインの設定」 コースへようこそ。このコースでは、タイムラインとアクティビティの設定方法について説明します。
japanese
Gainsight管理者の基盤 (Admin: Foundations)
Gainsight管理者の基盤 (Admin: Foundations)
このコースはGainsight管理者向けの最初のコースです。ほかのGainsight管理者向けコースにおいて必要とされる基礎的情報について説明します。
japanese
管理者: コックピットとプレイブック (Admin: Cockpit)
管理者: コックピットとプレイブック (Admin: Cockpit)
このコースでは、コックピット の概要を説明します。コックピット は、CSMおよびAMの主要なGainsightワークスペースとして機能し、組織に合わせてコックピット を設定する方法を説明します。
japanese
管理者-360 (Admin: 360)
管理者-360 (Admin: 360)
このコースでは、Customer 360の概要とC360レイアウトを設定する手順について説明します。また、このコースではC360の重要なセクションを設定する手順の概要についても説明します。
japanese
管理者 - NXT - スコアカード (Admin: Scorecards)
管理者 - NXT - スコアカード (Admin: Scorecards)
このレッスンでは、スコアカードの概要と、スコアカードを設定する手順について説明します。
japanese
CS Admin: User Management
CS Admin: User Management
LEVEL 1 PREP - Teaches you how to add and manage users in Gainsight.
30 min
user-management foundations User-Management Admin-NXT
CS Admin: Redesigned Advanced Program
CS Admin: Redesigned Advanced Program
This course explains how admins can build and manage the Advanced Program in Journey Orchestrator.
15 min
journey-orchestrator foundations Admin-NXT
CS End User: Foundations of Gainsight
CS End User: Foundations of Gainsight
If you're a new Gainsight end user, please start here! This short course provides a foundation for understanding what Gainsight is and how you'll use it in your daily work.
10 min
getting-started End-User-NXT
CS End User: Using Email Templates Across Gainsight
CS End User: Using Email Templates Across Gainsight
Learn how to use Email Templates to communicate with your customers.
02:30
getting-more journey-orchestrator
CS End User: Team View
CS End User: Team View
This course provides an overview of Team View, and explains how to use Team View to access customer information in Gainsight from the Salesforce Account or Opportunity pages.
11 min
Limited License Viewer License getting-started End-User-NXT
CS End User: Day in the Life of How a CSM Uses Gainsight
CS End User: Day in the Life of How a CSM Uses Gainsight
You'll see how a CSM uses Gainsight on a daily basis to manage their workload. You'll explore tips and best practices for maximizing the value of Gainsight Home, Cockpit, C360, Timeline, and integrations with tools like Zoom and Gong.
12 min
getting-started
CS End User: Timeline
CS End User: Timeline
This course provides an overview of Timeline, which serves as a centralized record of all customer interactions.
10 min
working-in-gainsight End-User-NXT
CS End User: Intro to Gainsight Assist Chrome Plugin
CS End User: Intro to Gainsight Assist Chrome Plugin
This 4 minute video focuses on how a Gainsight template can be used while composing emails in Gmail and how the emails can be logged to Timeline, along with some common business use cases.
4 min
working-in-gainsight End-User-NXT End-User-SFDC
Rules Engine: Use Cases Tutorials and Walkthroughs
Rules Engine: Use Cases Tutorials and Walkthroughs
Here you will find a collection of Rules Engine Use Cases, each with a demo video or a step-by-step tutorial.
5 Resources
rules-engine
Rules Engine: Tips & Tricks
Rules Engine: Tips & Tricks
Here you will find a collection of resources containing tips and best practices for using Rules Engine.
1 Resource
rules-engine
PX Tips & Tricks: Retention Analysis
PX Tips & Tricks: Retention Analysis
In this course, you will explore tips and tricks of Retention Analysis that increases the retention of your users.
PX Tips & Tricks: Segments
PX Tips & Tricks: Segments
In this course, you will explore tips and tricks for using PX Segments.
PX Tips & Tricks: Reporting
PX Tips & Tricks: Reporting
In this course, you will explore tips and tricks for using reports in Gainsight PX..
Introduction to Sightline Vault
Introduction to Sightline Vault
Gainsight’s Sightline Vault provides access to pre-configured solutions built by Gainsight and the broader Gainsight community that help you effectively utilize Gainsight features and incorporate best practices into your Gainsight instance with the click of a button.
sightline-vault
CS End User: 360
CS End User: 360
This course provides a detailed overview of the Customer 360, which contains all data related to a customer in one centralized location, and briefly covers the Relationship 360.
15 min
working-in-gainsight End-User-NXT
Data Designer: Tips & Tricks
Data Designer: Tips & Tricks
Here you will find a collection of resources containing tips and best practices for working in Data Designer.
1 Resource
data-designer
Admin - Surveys - NXT
Admin - Surveys - NXT
Prepares you to use the basic functions and analytics features of Gainsight's Surveys feature.
17 min
surveys Admin-NXT
NXT - Gainsightホーム (NXT - Gainsight Home)
NXT - Gainsightホーム (NXT - Gainsight Home)
このコースではGainsightホームの概要と、Gainsightホームを使って顧客に関する洞察を得る方法について解説します。
japanese
NXT - エンドユーザー向け基礎 (NXT - End User: Foundations)
NXT - エンドユーザー向け基礎 (NXT - End User: Foundations)
このコースはGainsightを使い始める際に必要となる基本的な情報を提供します。
japanese
NXT - ホライゾンレポートとダッシュボード (NXT - Horizon Reports and Dashboards)
NXT - ホライゾンレポートとダッシュボード (NXT - Horizon Reports and Dashboards)
メモ:このコースは、レポート & ダッシュボードの ホライゾンバージョンに焦点を当てています。 これは、2021年前半から段階的に顧客にリリースされています。あなたの組織が以前のバージョンのレポート & ダッシュボードをまだ使っている場合は、 このコースを 代わりに受講してください。
japanese
チームビュー (End User: Team View)
チームビュー (End User: Team View)
このコースでは、チームビューの概要およびチームビューを利用してSalesforceのアカウントページやオポチュニティページからGainsightにおける顧客情報へのアクセス方法について説明します。
japanese
Chrome プラグイン (End User: Intro to Gainsight Assist Chrome Plugin)
Chrome プラグイン (End User: Intro to Gainsight Assist Chrome Plugin)
この 4 分間のビデオでは、Gmail でメールを作成する際に Gainsight テンプレートを使用する方法と、メールをタイムラインに記録する方法、およびいくつかの一般的なビジネス ユースケースに焦点を当てています。
japanese
Gainsight CS End User Training Opportunities
Gainsight CS End User Training Opportunities
Click here to learn about a variety of Gainsight CS End User instructor-led training opportunities.
gseuilt
エンドユーザー: 顧客目標  (End User: Customer Goals)
エンドユーザー: 顧客目標 (End User: Customer Goals)
このコースでは、Gainsightの 顧客目標では、部門横断的なチームがどのようにして、顧客目標を総合的に把握、追跡、レポートし、コラボレーションを促進し、価値をアピールすることができるかを探索します。
japanese
Configuring Adoption Explorer to Support Your PX + CS Integration
Configuring Adoption Explorer to Support Your PX + CS Integration
Explore how to configure Adoption Explorer to make PX data palpable (and actionable) in CS.
15 min
Admin: Gainsight Home
Admin: Gainsight Home
This course explains how to configure the Gainsight Home feature.
gainsight-home
360-NXT
360-NXT
このコースでは、カスタマー360 の概要を説明します。カスタマー360には、顧客に関連する全てのデータが1か所に集約されています。
PX Tips & Tricks: Tracking User Activity
PX Tips & Tricks: Tracking User Activity
In this course, you will explore tips and tricks for Tracking User Activity in Gainsight PX.
Reports and Dashboards: Tips & Tricks
Reports and Dashboards: Tips & Tricks
Here you will find a collection of resources containing tips and best practices for building Reports and Dashboards.
1 Resource
reports-and-dashboards
Reports and Dashboards: Use Case Tutorials and Walkthroughs
Reports and Dashboards: Use Case Tutorials and Walkthroughs
Here you will find a collection of Reports and Dashboards Use Cases, each with a demo video or a step-by-step tutorial.
3 Resources
reports-and-dashboards
Data Designer: Use Case Tutorials and Walkthroughs
Data Designer: Use Case Tutorials and Walkthroughs
Here you will find a collection of Data Designer Use Cases, each with a demo video or a step-by-step tutorial.
5 Resources
data-designer
Adoption Champion Training - SFDC & NXT
Adoption Champion Training - SFDC & NXT
This short course explains the Adoption Champion role and responsibilities in Gainsight implementations.
15 min
Admin-NXT End-User-NXT Admin-SFDC End-User-SFDC
Bundle: Six Admin Classes + Admin Certification
Bundle: Six Admin Classes + Admin Certification
Purchase all Six Admin Classes + 3 levels of Admin Certification at a Discounted Rate ($2000 per person)
$2,000
gsadminilt
Overview of Business Modeler/Relationships
Overview of Business Modeler/Relationships
This is a quick walk-through of Business Modeler functionality.
7 min
business-modeler
PX Tips & Tricks: Feature Adoption
PX Tips & Tricks: Feature Adoption
In this course, you'll explore tips and tricks for analyzing feature adoption using Gainsight PX.
CC: Creating and Managing Groups
CC: Creating and Managing Groups
This course provides an overview of Customer Communities Groups, that allows members of the community to come together.
15 min
insided
CS End User: Gainsight Home
CS End User: Gainsight Home
This course will provide you an overview of Gainsight Home.
20 mins
getting-started
CS Admin: 360
CS Admin: 360
This course provides an overview of the Customer 360 and the steps to configure C360 layouts. The course also provides and overview of the steps to configure important sections in C360.
10 min
foundations 360 Admin-NXT
PX Tips & Tricks: In-App Guides
PX Tips & Tricks: In-App Guides
In this course, you will explore tips and tricks for using the In-App Guides in Gainsight PX.
Admin - Reports and Dashboards (Horizon Analytics)
Admin - Reports and Dashboards (Horizon Analytics)
LEVEL 1 PREP - Learn how to create and save reports and dashboards.
25 min
foundations reports-and-dashboards
Admin - Adoption Explorer
Admin - Adoption Explorer
Adoption Explorer helps manage your customer’s usage data in the Gainsight environment, and quickly surface the most relevant view of usage data across your customer base.
11 min
adoption-explorer
Adoption Explorer: Use Case Tutorials and Walkthroughs
Adoption Explorer: Use Case Tutorials and Walkthroughs
Here you will find a collection of Adoption Explorer Use Cases, each with a demo video or a step-by-step tutorial.
2 Resources
adoption-explorer Admin-NXT
Gainsight Administrator Practice Exercises
Gainsight Administrator Practice Exercises
It’s time to take the next step in your learning journey. These practice exercises will help you apply what you’ve learned so far, and take your Gainsight administration skills further. They will also help prepare you for the Level 2 and Level 3 Gainsight certification exams.
foundations Admin-NXT new-admin admins
CS + PX: WALK Use Case: Survey Integration, Product Adoption JO
CS + PX: WALK Use Case: Survey Integration, Product Adoption JO
You will explore how to import survey results into CS to increase the visibility of user feedback, identify advocates, and spot churn risk in real time. You'll also examine how to use PX and Journey Orchestrator to optimize your customers' experience and improve product adoption at scale.
15 min
Salesforce Trailhead training for Gainsight Admins
Salesforce Trailhead training for Gainsight Admins
This is a list of admin-relevant Salesforce Trailhead courses that have been identified as beneficial for our Gainsight Admin community
admins
Admin: Foundations
Admin: Foundations
LEVEL 1 PREP - Brand new Gainsight Administrator? Start here!
50 min
foundations
Gainsight エンドユーザー演習 (End User: Practice Exercises)
Gainsight エンドユーザー演習 (End User: Practice Exercises)
これらの演習は、これまでに学んだことを応用し、Gainsight エンド ユーザー スキルをさらに高めるのに役立ちます。
japanese
人生の一日 (End User: Day in the Life of a Gainsight CSM)
人生の一日 (End User: Day in the Life of a Gainsight CSM)
CSM が Gainsight を使用してワークロードを管理する方法がわかります。
japanese
PX Tips & Tricks: Engagements
PX Tips & Tricks: Engagements
In this course, you will explore tips and tricks for using PX Engagements.
PX Tips & Tricks: Administration
PX Tips & Tricks: Administration
In this course, you will explore tips and tricks for using PX Administration feature that improves the performance of admin level configurations.
PX Tips & Tricks: Troubleshooting Engagements
PX Tips & Tricks: Troubleshooting Engagements
In this course, you will explore tips and tricks for troubleshooting engagements in Gainsight PX.
PX Tips & Tricks: Formatting Your Engagements
PX Tips & Tricks: Formatting Your Engagements
In this course, you will explore tips and tricks for formatting the engagements you create in Gainsight PX.
Admin: Connectors
Admin: Connectors
Prepares you to use a variety of Connectors such as Zendesk, Jira, Hubspot, Snowflake, and more, to sync data into Gainsight.
30 mins
foundations Admin-NXT
Admin: Rules Engine
Admin: Rules Engine
LEVEL 1 PREP - Prepares you to work with the Rules Engine and build Rules in Gainsight.
30 min
rules-engine foundations Admin-NXT
CS End User: Success Plans
CS End User: Success Plans
Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey.
10 min
working-in-gainsight End-User-NXT
PX Tips & Tricks: Integrations
PX Tips & Tricks: Integrations
In this course, you will explore tips and tricks for extending PX's capabilities with native integrations to popular SaaS platforms.
CS + PX: CRAWL Use Case: Reports/Dashboards, Scorecards, and CTAs
CS + PX: CRAWL Use Case: Reports/Dashboards, Scorecards, and CTAs
In this course, we'll walk through several simple use cases for using these two programs together. You will see how to use Report Builder to increase the visibility of product adoption metrics to identify advocates, expansion opportunities, and spot churn risks. You'll also examine how to use adoption data-driven health scores to identify risks and opportunities. Finally, you'll see how to identify and tak
15 min
CS + PX: RUN Use Case: Triggering PX Engagements and Surveys from Journey Orchestrator
CS + PX: RUN Use Case: Triggering PX Engagements and Surveys from Journey Orchestrator
In this course, we're going to be taking our PX and CS use cases even further so they can work even better together. We'll explore how to collect feedback through applications, analyze real-time NPS results, and create tailored responses to survey results using Journey Orchestrator and PX.
15 min
Admin - Renewal Center
Admin - Renewal Center
This course provides an overview of Renewal Center and walks admins through the configuration process.
10 min
revenue-optimization
Renewal Center Demo
Renewal Center Demo
This webinar talks about how to connect Customer Success to Revenue.
11 min
revenue-optimization
PX Tips & Tricks: Analytics
PX Tips & Tricks: Analytics
In this course, you'll explore tips and tricks for using PX analytics to make data-driven decisions.
getting-more-PX
PX Tips & Tricks: NPS Surveys
PX Tips & Tricks: NPS Surveys
In this course, you'll explore tips and tricks for using NPS surveys in Gainsight PX.
getting-more-PX
PX Tips & Tricks: Surveys
PX Tips & Tricks: Surveys
In this course, you'll explore tips and tricks for using surveys in Gainsight PX.
getting-more-PX
PX Tips & Tricks: Dashboards & Widgets
PX Tips & Tricks: Dashboards & Widgets
In this course, you'll examine tips and tricks for gathering data using dashboards and widgets.
getting-more-PX
PX Tips & Tricks: Custom Events
PX Tips & Tricks: Custom Events
In this course, you'll explore tips and tricks for using Custom Events in Gainsight PX.
getting-more-PX
PX Tips & Tricks: Product Mapper
PX Tips & Tricks: Product Mapper
In this course, you'll explore tips and tricks for using Product Mapper in Gainsight PX.
getting-more-PX
PX Tips & Tricks: Getting Started with PX
PX Tips & Tricks: Getting Started with PX
In this course, you'll explore tips and tricks for getting started with Gainsight PX.
getting-more-PX
[separator] Virtual Instructor Led Training
[separator] Virtual Instructor Led Training
separator JAPAN
[separator] Web based Training
[separator] Web based Training
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PX Tips & Tricks: Knowledge Center Bot
PX Tips & Tricks: Knowledge Center Bot
In this course, you will explore tips and tricks for using PX Knowledge Center Bot that increases accessibility to in-app experiences.
CC: Creating and Managing Content
CC: Creating and Managing Content
This course describes how to create content from control and front-end of the community.
15 min
insided
CS End User: Horizon Reports & Dashboards
CS End User: Horizon Reports & Dashboards
Learn how Dashboards can provide data-driven insights to help drive your workflow. (Note: This course focuses on the Horizon version of Reports & Dashboards, which is being released in a phased manner in the first half of 2021.)
12 min
working-in-gainsight reports-and-dashboards End-User-NXT
Better Together: Gainsight CS and PX
Better Together: Gainsight CS and PX
Explore how to use the User Proficiency Path Framework (UPPF) which will help you establish a vision for using Gainsight PX and CS together.
15 min
getting-more foundations End-User-NXT admins
CS End User: Success Snapshots
CS End User: Success Snapshots
This course covers Success Snapshots, which is a powerful tool that enables you to export client-specific data, including reports and tokenized information, directly into your slide deck.
5 min
getting-more End-User-NXT
CS End User: Gainsight Mobile
CS End User: Gainsight Mobile
Learn how to use the Gainsight Mobile app to quickly access Timeline activities and key customer information.
7 min
getting-more End-User-SFDC
Admin: Scorecards
Admin: Scorecards
LEVEL 1 PREP - Prepares you to work with Gainsight's Scorecard feature.
20 mins
foundations scorecards Admin-NXT
Admin: Data Management
Admin: Data Management
LEVEL 1 PREP - Teaches you how to load and manage your data in Gainsight.
30 min
data-management foundations
NXT - スコアカード (End User: Scorecards)
NXT - スコアカード (End User: Scorecards)
このレッスンでは、スコアカードの概要とスコアカードを設定する手順について説明します。このコースが終了するまでに、次のことができるようになります。
japanese
NXT- エンドユーザータイムライン (End User: Timeline)
NXT- エンドユーザータイムライン (End User: Timeline)
このコースでは、タイムラインの概要を解説します。タイムラインは全ての顧客とのやり取りの一元化された記録として機能します。
japanese
CS End User: Cockpit & Playbooks
CS End User: Cockpit & Playbooks
This course provides an overview of the functionalities within Cockpit, the primary Gainsight workspace for CSMs/AMs.
25 min
working-in-gainsight End-User-NXT
CS End User: Scorecards
CS End User: Scorecards
This course provides a detailed overview of Scorecards, including how scores are calculated and how to update manual measures.
10 min
working-in-gainsight End-User-NXT
Gainsight Associate Admin Certificate: Level 1
Gainsight Associate Admin Certificate: Level 1
Welcome to the Gainsight Associate Administrator exam. This exam contains 36 questions over a 45 minute period of time that will test your knowledge of the basic concepts behind Gainsight CS application functionality.Certificate Validity Period: This certificate is valid for 2 years.
$70
getting-started Admin-NXT admin-cert certification
Leveraging Gainsight APIs
Leveraging Gainsight APIs
In this course, we will explore the powerful capabilities of Gainsight’s Application Programming Interfaces (APIs) and how they can be leveraged to integrate Gainsight with other systems, automate processes, and unlock valuable insights.
admins
CC: Community Model: Structure, Content, & Permissions
CC: Community Model: Structure, Content, & Permissions
This course will guide you through the process of configuring the Community Module for your Customer Community.
15 min
insided
Admin: Timeline
Admin: Timeline
LEVEL 1 PREP - Prepares you to configure Timeline.
15 min
foundations timeline Admin-NXT
管理者 - ジャーニーオーケストレーター- NXT (Admin - Journey Orchestrator)
管理者 - ジャーニーオーケストレーター- NXT (Admin - Journey Orchestrator)
このコースでは、ジャーニーオーケストレーターの概要と、さまざまなモデルのプログラムを作成する方法について説明します。
japanese
管理者 - レポートとダッシュボード (水平分析) - NXT (Admin: Reports & Dashboards)
管理者 - レポートとダッシュボード (水平分析) - NXT (Admin: Reports & Dashboards)
このコースにおいては、レポートビルダーの使用および Gainsightダッシュボードの使用という、 2 つの幅広いトピックについて説明します。
japanese
管理者: データ管理 (Admin: Data Management)
管理者: データ管理 (Admin: Data Management)
ようこそ、データ管理基礎コースへ。 このコースでは、Gainsightでデータを管理する基本を学びます。また、MDAのインターフェースや 機能を含めて、Gainsightのデータアーキテクチャについても学ぶことになります。
japanese
Admin: Configuring Customer Goals
Admin: Configuring Customer Goals
In this course, you'll explore how Gainsight’s Customer Goals allow cross-functional teams to collectively capture, track and report on customer goals to drive collaboration and showcase value. You'll see how to configure Customer Goals for your team.
15 min
Admin-NXT customer-goals
Admin: Cockpit & Playbooks
Admin: Cockpit & Playbooks
LEVEL 1 PREP - Prepares you to configure Cockpit, CTAs, and Playbooks.
40 min
foundations cockpit-and-playbooks Admin-NXT
CS Admin: Success Plans
CS Admin: Success Plans
Prepares you to configure Gainsight's Success Plans.
13 min
success-plans Admin-NXT
Gainsight CS End User Practice Exercises
Gainsight CS End User Practice Exercises
It’s time to take the next step in your learning journey. These practice exercises will help you apply what you’ve learned so far, and take your Gainsight end user skills further.
working-in-gainsight end-user-cert
CS End User: Customer Goals
CS End User: Customer Goals
In this course, you'll explore how Gainsight’s Customer Goals allow cross-functional teams to collectively capture, track and report on customer goals to drive collaboration and showcase value.
10 min
working-in-gainsight End-User-NXT
Office Hours: Transitioning to the New C360
Office Hours: Transitioning to the New C360
Join us for Office Hours on transitioning to the new C360. Bring your questions!
gsadminilt
Gainsight Admin Certification Office Hours
Gainsight Admin Certification Office Hours
If you are thinking about sitting for the Gainsight Admin Certification, join our open office hours session where we will share tips and answer questions.
gsadminilt
CC: Administrative Settings
CC: Administrative Settings
This course is designed to guide you through the integral settings available as part of your Customer Community.
15 min
insided
NXT - コックピットとプレイブック (NXT - Cockpit and Playbook)
NXT - コックピットとプレイブック (NXT - Cockpit and Playbook)
このコースでは、CSM及びAMの主要なGainsightワークスペースとして機能するコックピットの概要を説明します。
NXT - サクセスプラン (NXT - Success Plan)
NXT - サクセスプラン (NXT - Success Plan)
このコースでは、サクセスプランの概要とそれらを利用してアクティビティを把握、追跡し、主要な顧客の目標に向けた進捗状況を共有する方法について解説します。
Change Management
Change Management
An overview of Gainsight’s approach to change management. Utilizing a systematic change management process will enable your organization to more easily and effectively adopt Gainsight. At the end of the course, you'll find links to downloadable resources and templates to help you with a successful Gainsight rollout.
10 min
Train the Trainer - NXT
Train the Trainer - NXT
12 minute presentation designed to provide guidance and best practices on how your trainer can train your end users on Gainsight.
12 min
End-User-NXT
How a Gainsight CS Leader Uses Gainsight
How a Gainsight CS Leader Uses Gainsight
Gainsight's own Tracy Zundel, shares her tips and best practices for maximizing Gainsight features to manage CS teams.
22 min
How Gainsight's Professional Services Team Uses Gainsight
How Gainsight's Professional Services Team Uses Gainsight
You'll see how a member of the Professional Services uses Gainsight on a daily basis to manage their workload. You'll explore tips and best practices for defining the customer onboarding experience using Success Plans, Timeline, Cockpit, Scorecards, C360, R360, and Timeline.
11 min
Admin: Journey Orchestrator
Admin: Journey Orchestrator
Provides a basic understanding of Journey Orchestrator features, including email templates and simple programs.
45 mins
journey-orchestrator foundations Admin-NXT
CS Admin: Salesforce Connector
CS Admin: Salesforce Connector
Prepares you to use the Salesforce Connector to load data into Gainsight.
20 mins
salesforce-connector Admin-NXT
Journey Orchestrator: Tips & Tricks
Journey Orchestrator: Tips & Tricks
Here you will find a collection of resources containing tips and best practices for using Journey Orchestrator.
3 Resources
journey-orchestrator
Surveys: Tips & Tricks
Surveys: Tips & Tricks
Here you will find a collection of resources containing tips and best practices for using Surveys.
2 Resources
surveys
Admin - CX Center - NXT
Admin - CX Center - NXT
Learn how to configure Gainsight's Customer Experience (CX) Center.
Admin-NXT cx-center
Admin - S3 Connector
Admin - S3 Connector
The Amazon S3 Connector enables you to push and pull files from a source to an S3 bucket. This course demonstrates how to setup S3 jobs in Gainsight and provides a brief overview of the Cyberduck file transfer process.
8 min
s3-connector Admin-NXT
Connecting PX and CS with an Identifier
Connecting PX and CS with an Identifier
Explore the importance of selecting global identifiers for a PX and CS integration, how to choose them, and how to load the global identifier into PX if it doesn't already exist.
15 min
Journey Orchestrator: Use Case Tutorials and Walkthroughs
Journey Orchestrator: Use Case Tutorials and Walkthroughs
Here you will find a collection of Journey Orchestrator Use Cases, each with a demo video or a step-by-step tutorial.
5 Resources
journey-orchestrator
Admin: Segments
Admin: Segments
This course will provide an overview of Segments and how to use Segments.
20 mins
journey-orchestrator
Integrating PX and CS
Integrating PX and CS
Explore how to choose the appropriate type of integration for your use case.
15 min
Admin: Configure Success Snapshots
Admin: Configure Success Snapshots
Success Snapshots is a powerful tool that enables end users to export client-specific data from Gainsight directly into a slide deck. Admins can configure customized decks for a variety of use cases to populate data for any customer directly from the C/R360.
20 min
success-snapshots Admin-NXT
New Gainsight Administrators of old Implementations:  Taking Over
New Gainsight Administrators of old Implementations: Taking Over
This Webinar will help new Gainsight Administrators who are taking over existing implementations of Gainsight.
57 min
data-management Admin-NXT
Differences between Gainsight's Salesforce & NXT Editions
Differences between Gainsight's Salesforce & NXT Editions
This content focuses on what's different between Gainsight's Salesforce Edition and NXT platforms. To learn more about the process to upgrade to NXT, please contact your Gainsight COM/CSM.
data-management
CS Admin: Gainsight Sally
CS Admin: Gainsight Sally
This course will provide an overview of Gainsight Sally and how to manage user access.
12 min
sally-admin
CS End User: Sally the AI Bot
CS End User: Sally the AI Bot
Overview of what Sally is and how to use Sally in-app and in Slack to have quick and convenient access to your customer data
18 min
Sally getting-more
CS End User: Text Analytics
CS End User: Text Analytics
Learn how to use Gainsight's Text Analytics feature to collect and analyze textual feedback and response data from Surveys and Timeline entries.
getting-more End-User-NXT CXCenter-EndUser
CC: Moderating Content
CC: Moderating Content
This course will provide you with everything you need to manage content and users in your Customer Community.
30 min
insided
CC: Email Campaigns and Segments
CC: Email Campaigns and Segments
This course describes how to create email campaigns and segments.
15 min
insided
CC: Users, Roles and  Responsibilities
CC: Users, Roles and Responsibilities
This Courses provides an overview of different types of community users, their roles and responsibilities.
15 min
CC: Customer Communities Ideation Overview
CC: Customer Communities Ideation Overview
This course will guide you through configuration options and best practices for the Ideation module.
30 min
insided
CC: Customer Communities Analytics
CC: Customer Communities Analytics
This course describes the various aspects of Customer Communities analytics through the use of different types of dashboards, integrations and reporting capabilities.
20 min
insided
CC: Knowledge Base Training
CC: Knowledge Base Training
This course will take a closer look at how to create a knowledge base in Customer Communities.
15 min
insided
Gainsight Associate Admin Certificate : Level 1 Continuing Education Exam
Gainsight Associate Admin Certificate : Level 1 Continuing Education Exam
Welcome to the Level 1 Gainsight NXT Associate Admin Continuing Ed exam. This exam contains 12 questions and is designed to check for understanding of the latest Gainsight NXT functionality. Note: This exam is only relevant for admins who previously earned their Level 1 certification and it has expired. (Cost: $25 per person)
$25
getting-started Admin-NXT admin-cert certification
CC: Customer Communities Integrations
CC: Customer Communities Integrations
This course describes the integrations available for Customer Communities, how to set them up, and what you can use them for. SSO, API tools, and Third-Party Scripts are also covered.
30 min
insided
Japan - Admin - Adoption Explorer - 2023 (日本語 - 管理者 - アダプションエクスプローラー - 2023)
Japan - Admin - Adoption Explorer - 2023 (日本語 - 管理者 - アダプションエクスプローラー - 2023)
このコースでは、Adoption Explorerの全機能について、トレーニング環境での実習を交えて学びます。
$200
Customer Success
Japan - Admin - Data Management - 2023 (日本 - 管理者 - データ管理- 2023)
Japan - Admin - Data Management - 2023 (日本 - 管理者 - データ管理- 2023)
このコースでは、オブジェクトの作成、フィールドの追加、結合の作成、データのロードを含むデータ管理ツールの概要を説明します。 S3 Connectorを使用してカスタムオブジェクトにデータをロードすることに焦点を当てます。NXT トレーニング組織環境での実習を行います。このコースには2つのセッションが含まれています。
$400
japanese Customer Success
Japan - Admin - Data Designer 2023 (日本語 - 管理者 - データデザイナー - 2023)
Japan - Admin - Data Designer 2023 (日本語 - 管理者 - データデザイナー - 2023)
このコースでは、Data Designer 機能の概要、新しいデザインの作成手順、Gainsight 全体で使用できるユニバーサルデータスペースの設定などを説明します。NXT トレーニング環境で実習を行います。
$200
Customer Success
Japan - Admin - Journey Orchestrator - 2023 (日本語 - 管理者 - ジャーニーオーケストレーター - 2023)
Japan - Admin - Journey Orchestrator - 2023 (日本語 - 管理者 - ジャーニーオーケストレーター - 2023)
このコースでは、Journey Orchestratorの機能の概要について、トレーニング環境での実習を交えて説明します。このコースには2つのセッションがあり、順番に修了する必要があります。両方のセッションにお申し込みください。
$400
Customer Success
Japan - Admin - Rules Engine - 2023 (日本 - 管理者 - ルールエンジン- 2023)
Japan - Admin - Rules Engine - 2023 (日本 - 管理者 - ルールエンジン- 2023)
このコースでは、Rules Engineの基本概念から Horizon Rules の設定まで、全体概要を学ぶことができます。複数のデータセット、変換、数式を使用したレコードのソーシングについて深く掘り下げていきます。すべて安全なNXTトレーニング環境でハンズオンで行います。
$400
Japan - Admin - Scorecards - 2023 (日本語 - 管理者 - スコアカード - 2023)
Japan - Admin - Scorecards - 2023 (日本語 - 管理者 - スコアカード - 2023)
このコースでは、スコアカードを活用し、顧客のヘルス状態をモニターおよび管理する方法を学びます。顧客ヘルスのあらゆる側面を把握するフレームワークを作成し、チームのアクションに必要な情報を提供します。手動またはルールエンジンを活用し、柔軟な評価スキームを使用した個々のメジャーのスコアを設定します。
$200
Customer Success
CC: Gamification Training
CC: Gamification Training
This course will guide you through the process of configuring your own ranking structure, badges, and points for your customer community.
15 min
insided
CC: Customer Community Introduction
CC: Customer Community Introduction
This video will introduce you to the Customer Community platform.
1 min
insided
Gainsight End User Certification
Gainsight End User Certification
Welcome to the Gainsight End User exam. This exam contains 32 questions and is designed to check for understanding of the core concepts and most common CSM tasks in the Gainsight CS application. You have 45 minutes to complete the exam. ($99 per person) Note: If you need to review any of your answers before submitting, please use the Previous button.
$99
00:45:00
end-user-cert
Bundle: Three Gainsight PX VILT Classes
Bundle: Three Gainsight PX VILT Classes
Purchase all 3 PX VILT classes for $800 to simplify purchase and registration process.
$800
gspxilt Product Experience
PX: Engagements
PX: Engagements
Learn how to build and deploy in-app engagements to inform your users, promote your product, and drive greater adoption. Engagements can include Guides, Sliders, Surveys, and more.
25 min
PX Tag for Analysis
PX: Security
PX: Security
Learn how to manage PX Security to help keep the powerful functionality and data accessible in your Gainsight PX subscription as secure as possible.
25 min
Gainsight PX Level 1 Certification
Gainsight PX Level 1 Certification
Welcome to the Gainsight PX Level 1 Certification exam. This exam contains 32 questions and is designed to check for understanding of the core concepts and most common tasks in the Gainsight PX application. You have 45 minutes to complete the exam. ($70 per person)
$70
00:45:00
px-cert
PX: Running a Closed Loop Feedback Program
PX: Running a Closed Loop Feedback Program
Learn how to configure closed-loop feedback to collect and respond to user sentiment data, which is an important tool for addressing usability and adoption challenges.
15 min
PX Tag for Analysis
PX: Analytics
PX: Analytics
Learn how to use PX analytics to make data-driven decisions to develop your product strategy.
25 min
PX Tag for Analysis
PX: Getting Started with Gainsight PX
PX: Getting Started with Gainsight PX
Explore an introduction to the features and benefits of Gainsight PX.
10 min
PX: Setup & Installation
PX: Setup & Installation
Learn how to install Gainsight PX code in your Web application.
10 min
PX Tag for Analysis
PX: Integrations
PX: Integrations
In this course, you'll explore the variety of integrations that can be used to level-up data collection in Gainsight PX. You'll also explore how to add different knowledge source integrations to Knowledge Center Bots.
15 min
PX: Using Product Mapper to Instrument Your Product
PX: Using Product Mapper to Instrument Your Product
Explore how to instrument your application with PX using Product Mapper, which will enable you to track product usage and launch in-app Engagements.
15 min
PX: Custom Events and Global Context
PX: Custom Events and Global Context
Learn more about Custom Events and Global Context and how they can expand the type of usage data you track through PX.
15 min
PX Tag for Analysis
PX: Knowledge Center Bot Configuration
PX: Knowledge Center Bot Configuration
Learn how to configure the PX Knowledge Center Bot to onboard new users as well as educate existing users.
15 min
PX Tag for Analysis
PX: Data Loader
PX: Data Loader
This course explains how to configure the Data Loader utility in PX instance.
Gainsight PX Practice Exercises
Gainsight PX Practice Exercises
It’s time to take the next step in your learning journey. These practice exercises will help you apply what you’ve learned so far, and take your Gainsight PX skills further.
PX Tag for Analysis
Building Your PX + CS Strategy
Building Your PX + CS Strategy
Review how PX integrates with CS to make informed decisions when setting up your PX instance.
20 min
getting-more-PX
Admin - Rules Engine - 2023
Admin - Rules Engine - 2023
This course provides an overview of Rules Engine topics including foundational concepts through full configuration of Horizon Rules. We take a deep dive into sourcing records using multiple datasets, trasformations and formulas. All while working in a safe NXT training org.
$400
Customer Success
Admin - Scorecards - 2023
Admin - Scorecards - 2023
Learn how to use Scorecards to monitor and manage health with a model that fully represents the customer’s experience. Create a holistic framework to capture every dimension of customer health, while providing the clarity needed for action from your team.set a score for individual Measures either manually or automatically through Rules Engine using flexible grading schemes.
$200
Customer Success
Admin - Adoption Explorer - 2023
Admin - Adoption Explorer - 2023
This course covers all of the features of Adoption Explorer using hands-on exercises in a training org.
$200
Customer Success
8 Overlooked Secrets for Sales to look like Rockstars to Customers
8 Overlooked Secrets for Sales to look like Rockstars to Customers
This webinar focuses on how sales teams can use Gainsight viewer licenses to better engage with customers.
36 min
Do More With Less: How to Configure Gainsight for Digital-First Engagements and Pooled CSMs
Do More With Less: How to Configure Gainsight for Digital-First Engagements and Pooled CSMs
01:02:11
Break the Silo Confining Your Customer Feedback
Break the Silo Confining Your Customer Feedback
This webinar focuses on the surveys and how to collaborate to improve customer empathy, engagement and experience.
53 min
Tips on How to Use Gainsight Analyzer
Tips on How to Use Gainsight Analyzer
The Gainsight Analyzer monitors various causes of failures or inefficiencies in the performance of the application, so you can quickly identify, isolate, and remediate any performance issue that impacts the user experience by following the recommended actions to improve performance.
56 min
Do More With Less: Successful Tactics for Digital-First Engagements and Pooled CSMs
Do More With Less: Successful Tactics for Digital-First Engagements and Pooled CSMs
01:01:04
Work Faster with Gainsight Features You Already Have
Work Faster with Gainsight Features You Already Have
This webinar will introduce you to the Productivity features and Processes in Gainsight and how to use them to your advantage, followed by step-by-step setup instructions and a demo.
58 min
Risk Escalations: How To Configure & Implement a Weekly Business Review Process With Leadership
Risk Escalations: How To Configure & Implement a Weekly Business Review Process With Leadership
This webinar focuses on how to run a cross-functional risk meeting and workflow in Gainsight included a step-by-step configuration tutorial so you can easily set it up for your organization.
60 min
Send SMS via Twilio from External Actions
Send SMS via Twilio from External Actions
This video talks about how to send SMS to your customers via Twilio from Gainsight.
3 min
Nailing Presales to Post-sales Handoff: Resolving the Disconnected Customer Experience Problem
Nailing Presales to Post-sales Handoff: Resolving the Disconnected Customer Experience Problem
00:49:55
Getting the Most Out of the New C360!!
Getting the Most Out of the New C360!!
Have you heard about the new C360 design? Are you curious about the new features and what you can do? Join Gainsight and nCloud Integrators for this hour-long webinar to learn how to get the most out of the new C360 layout.
Admin - Data Designer 2023
Admin - Data Designer 2023
This course provides an overview of Data Designer features including an overview, steps to creating a new design, and configuring a universal data space that can be used across Gainsight. We will work together on hands-on exercises in a NXT Training org environment.
$200
Customer Success
Admin - Journey Orchestrator - 2023
Admin - Journey Orchestrator - 2023
This course provides an overview of the features of Journey Orchestrator using hands-on exercises in a training org. This course includes two sessions, which must be completed in sequence. Please register for both sessions.
$400
Customer Success
Admin - Data Mgmt - 2023
Admin - Data Mgmt - 2023
This course provides an overview of the Data Management tools including creating objects, adding fields, creating joins, and loading data. We focus on using the S3 Connector to load data to custom objects. We will work together on hands-on exercises in a NXT Training org environment. This course includes two sessions.
$400
gsadminilt Customer Success

If you cancel your registration, please contact training@gainsight.com to update your enrollment

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(a)           Licensee agrees to use the Gainsight Content only in the form and manner provided by Gainsight and shall make no changes, edits, revisions or other adulterations to the Gainsight Content or proprietary marks therein.  The Gainsight Content may be used solely for the Purpose. 

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