NXT Courses
NXT Courses
SFDC Edition Courses
SFDC Edition Courses
Learn From The Experts
Learn From The Experts
These webinars focus on the best practices from the Experts on a variety of Gainsight administrative topics.
10 Courses
Change Management
Change Management
Learn the basics of Gainsight's model of Change Management.
FREE
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.
FREE
12 min
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.
FREE
15 min
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.
FREE
57 min
Admin - Foundations - SFDC
Admin - Foundations - SFDC
Introduces you to Gainsight and provides a high-level understanding of Gainsight Architecture. This course introduces you to Gainsight from the Admin perspective, shows how Gainsight can help you achieve your goals, and show how to access important sources of help.
FREE
00:20:48
Surveys: Tips & Tricks
Surveys: Tips & Tricks
Here you will find a collection of resources containing tips and best practices for using Surveys.
FREE
2 Resources
surveys
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.
FREE
56 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.
FREE
59 min
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.
FREE
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.
FREE
1 Resource
rules-engine
Overview of Business Modeler/Relationships
Overview of Business Modeler/Relationships
This is a quick walk-through of Business Modeler functionality.
FREE
6 min
business-modeler
Admin - 360 - SFDC
Admin - 360 - SFDC
Reviews Customer 360 configuration and best practices.
FREE
00:03:46
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.
FREE
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.
FREE
3 Resources
reports-and-dashboards
Admin - Journey Orchestrator - SFDC
Admin - Journey Orchestrator - SFDC
Prepares you to work with Gainsight's Journey Orchestrator tools.
FREE
00:14:04
Admin - Surveys - NXT
Admin - Surveys - NXT
Prepares you to use the basic functions and analytics features of Gainsight's Surveys feature.
FREE
16 min
surveys
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.
FREE
4 Resources
data-designer
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.
FREE
sightline-vault
Timeline - NXT
Timeline - NXT
This course provides an overview of Timeline, which serves as a centralized record of all customer interactions.
FREE
10 min
working-in-gainsight
Admin - Scorecards - SFDC
Admin - Scorecards - SFDC
Overviews Scorecard 2.0 uses, configuration, and best practices including uses for Multiple Scorecards and their configuration.
FREE
00:05:56
360 - NXT
360 - NXT
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.
FREE
15 min
working-in-gainsight
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.
FREE
2 Resources
adoption-explorer
Admin - Data Management - Apr 2021
Admin - Data Management - Apr 2021
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
PX Closed-Loop Feedback
PX Closed-Loop Feedback
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.
FREE
15 min
Admin - Rules Engine - Apr 2021
Admin - Rules Engine - Apr 2021
This course provides an overview of Rules Engine topics including foundational concepts through full configuration. We take a deep dive into sourcing records using multiple datasets, trasformations and formulas. All while working in a safe NXT training org.
$400
Admin - Journey Orchestrator - Apr 2021
Admin - Journey Orchestrator - Apr 2021
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
Admin - Data Designer Apr 2021
Admin - Data Designer Apr 2021
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
Admin - Adoption Explorer - Apr 2021
Admin - Adoption Explorer - Apr 2021
This course covers all of the features of Adoption Explorer using hands-on exercises in a training org.
$200
Admin - Scorecards - Apr 2021
Admin - Scorecards - Apr 2021
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
Admin - Rules Engine - SFDC
Admin - Rules Engine - SFDC
Prepares you to work with the Rules Engine and build Rules in Gainsight.
FREE
00:18:34
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.
FREE
8 min
s3-connector
PX Setup and Instrumentation
PX Setup and Instrumentation
Learn how to install Gainsight PX code in your Web application and instrument it to track product usage.
FREE
25 min
Admin - Reports & Dashboards - SFDC
Admin - Reports & Dashboards - SFDC
Prepares you to design Reports and Dashboards.
FREE
00:05:16
Admin - Configure Success Snapshots - NXT
Admin - Configure Success Snapshots - NXT
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, which can be utilized by end users to populate data for any of their customers directly from the C/R360.
FREE
20 min
success-snapshots
Scorecards - NXT
Scorecards - NXT
This course provides a detailed overview of Scorecards, including how scores are calculated and how to update manual measures.
FREE
8 min
working-in-gainsight
Admin - Success Plans - SFDC
Admin - Success Plans - SFDC
Prepares you to configure Gainsight's Success Plans.
FREE
00:06:22
Admin - Renewal Center
Admin - Renewal Center
This course provides an overview of Renewal Center and walks admins through the configuration process.
FREE
10 min
Customer Onboarding Using Tech Touch
Customer Onboarding Using Tech Touch
In this 40 minute webinar, you'll learn a 3-Step Strategy for onboarding customers with tech-touch.
FREE
40 min
In-App Onboarding with PX Engagements
In-App Onboarding with PX Engagements
Learn how to use PX in-app engagements to onboard your customers.
FREE
10 min
Horizon Reports & Dashboards - NXT
Horizon Reports & Dashboards - NXT
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.)
FREE
12 min
working-in-gainsightreports-and-dashboards
Admin - Reports & Dashboards - NXT
Admin - Reports & Dashboards - NXT
Prepares you to design and use Reports and Dashboards.
FREE
5 min
reports-and-dashboards
Admin - Data Designer - NXT
Admin - Data Designer - NXT
Prepares you to use Data Designer to discover richer, more meaningful insights from your customer data.
FREE
9 min
data-designer
Admin - Foundations of Gainsight
Admin - Foundations of Gainsight
Brand new Gainsight Administrator? Start here!
FREE
50 min
foundations
Admin - Scorecards - NXT
Admin - Scorecards - NXT
Prepares you to work with Gainsight's Scorecard feature.
FREE
5 min
scorecards
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.
FREE
21 min
Admin - Basic Data Management - SFDC
Admin - Basic Data Management - SFDC
You’ll learn the basics of managing data in Gainsight.
FREE
00:27:47
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.
FREE
58 min
PX Engagement Configuration
PX Engagement Configuration
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.
FREE
25 min
Admin - Cockpit & Playbooks - NXT
Admin - Cockpit & Playbooks - NXT
Prepares you to work configure Cockpit, CTAs, and Playbooks.
FREE
9 min
cockpit-and-playbooks
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.
FREE
3 min
Admin - Salesforce Connector - NXT
Admin - Salesforce Connector - NXT
Prepares you to use the Salesforce Connector to load data into Gainsight NXT.
FREE
6 min
salesforce-connector
Admin - Journey Orchestrator - NXT
Admin - Journey Orchestrator - NXT
Provides a basic understanding of Journey Orchestrator features and use cases.
FREE
14 min
journey-orchestrator
NXT Upgrade Learning Path for Gainsight Admins
NXT Upgrade Learning Path for Gainsight Admins
This Learning Path guides you through what you need to know as you upgrade to Gainsight NXT!
FREE
How a Gainsight CSM Uses Gainsight
How a Gainsight CSM Uses Gainsight
Gainsight's own Carolyn di Buono, Client Outcomes Manager, shares her tips and best practices for maximizing the value of Cockpit, C360, and Timeline.
FREE
11 min
getting-started
Team View - NXT
Team View - NXT
If you have limited license access to Gainsight data, please start here! This short course provides a foundation for understanding how to take advantage of Gainsight.
FREE
11 min
Limited LicenseViewer Licensegetting-started
Gainsight - Team View - SFDC
Gainsight - Team View - SFDC
(10 minutes - for Gainsight Salesforce Edition only) If you have limited license access to Gainsight data, please start here! This short course provides a foundation for understanding how to take advantage of Gainsight.
FREE
00:09:32
PX Analytics
PX Analytics
Learn how to use PX analytics to make data-driven decisions to develop your product strategy.
FREE
25 min
Renewal Center Demo
Renewal Center Demo
This webinar talks about how to connect Customer Success to Revenue.
FREE
11 min
Admin - Data Management - NXT
Admin - Data Management - NXT
Teaches you how to load and manage your data in Gainsight.
FREE
28 min
data-management
Success Plans - NXT
Success Plans - NXT
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.
FREE
11 min
getting-more
Gainsight - Success Plans - SFDC
Gainsight - Success Plans - SFDC
(10 minutes - for Gainsight Salesforce edition only) 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.
FREE
00:11:09
Admin - User Management - NXT
Admin - User Management - NXT
Teaches you how to add and manage users in Gainsight.
FREE
11 min
user-management
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.
FREE
11 min
adoption-explorer
Nailing Presales to Post-sales Handoff: Resolving the Disconnected Customer Experience Problem
Nailing Presales to Post-sales Handoff: Resolving the Disconnected Customer Experience Problem
FREE
00:49:55
Sally the AI Bot
Sally the AI Bot
Overview of what Sally is and how to use Sally in-app, in TeamView, and in Slack.
FREE
14 min
Sallygetting-more
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.
FREE
5 Resources
journey-orchestrator
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.
FREE
3 Resources
journey-orchestrator
End User - Foundations - NXT
End User - Foundations - NXT
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.
FREE
25 min
getting-started
Reports & Dashboards - NXT
Reports & Dashboards - NXT
Covers how to take advantage of Dashboards to manage the part of the business that matters most to you! (Note: If you are using the new Horizon version of Reports and Dashboards, please take the Horizon course.)
FREE
18 min
working-in-gainsight
Cockpit & Playbooks - NXT
Cockpit & Playbooks - NXT
This course provides an overview of the functionalities within Cockpit, the primary Gainsight workspace for CSMs/AMs.
FREE
25 min
working-in-gainsight
Success Snapshots - NXT
Success Snapshots - NXT
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.
FREE
5 min
working-in-gainsight
Gainsight - Foundations - SFDC
Gainsight - Foundations - SFDC
(23 minutes - for Gainsight Salesforce Edition only) Gainsight End User Training - Foundations for SF
FREE
00:23:27
Gainsight - 360 & Timeline - SFDC
Gainsight - 360 & Timeline - SFDC
(28 minutes - for Gainsight Salesforce Edition only) Covers using the 360 screens,,Timeline for centralized note-taking in Gainsight, & an overview of health scores including trends over time
FREE
00:27:52
Gainsight - Cockpit & Playbooks - SFDC
Gainsight - Cockpit & Playbooks - SFDC
(20 minutes - for Gainsight Salesforce Edition only) Covers using Calls-to-Action including Playbooks
FREE
00:18:56
Gainsight - Reports & Dashboards - SFDC
Gainsight - Reports & Dashboards - SFDC
(12 minutes - for Gainsight Salesforce Edition only) Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!
FREE
00:11:21
Admin - Cockpit & Playbooks - SFDC
Admin - Cockpit & Playbooks - SFDC
Reviews Cockpit functionality from both the end-user and admin perspectives to prepare you to understand how best to configure your environment to suit your organizational needs.
FREE
00:09:03
Admin - Rules Engine - NXT
Admin - Rules Engine - NXT
Prepares you to work with the Rules Engine and build Rules in Gainsight.
FREE
20 min
rules-engine
Admin - Success Plans - NXT
Admin - Success Plans - NXT
Prepares you to configure Gainsight's Success Plans.
FREE
6 min
success-plans
Admin - Timeline - SFDC
Admin - Timeline - SFDC
Reviews Timeline configuration.
FREE
00:03:32
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.
FREE
35 min
Adoption Champion Training - SFDC & NXT
Adoption Champion Training - SFDC & NXT
This short course explains the Adoption Champion role and responsibilities in Gainsight implementations.
FREE
15 min
Gainsight Mobile
Gainsight Mobile
Learn how to use the Gainsight Mobile app to quickly access Timeline activities and key customer information.
FREE
16 min
getting-more
Admin - Timeline - NXT
Admin - Timeline - NXT
Prepares you to configure Timeline.
FREE
3 min
timeline
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.
FREE
53 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
FREE
01:01:04
Admin - 360 - NXT
Admin - 360 - NXT
Prepares you to configure Customer 360 utilizing best practices.
FREE
4 min
360
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
FREE
01:02:11
Intro to Gainsight Assist Chrome Plugin
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.
FREE
4 min
How to Track the Impact of Covid-19 on Your Customers
How to Track the Impact of Covid-19 on Your Customers
This webinar focuses on how to design a process in Gainsight to quickly capture the impact of Covid-19 on your Business and your Customers.
FREE
86 min

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

GAINSIGHT CONTENT LICENSE AGREEMENT

This Gainsight Content License Agreement (“Agreement”) is made by and between Gainsight, Inc. a Delaware corporation with its principal place of business at 655 Montgomery Street, San Francisco, California 94111 U.S.A.  (“Gainsight”) and the individual or entity (“Licensee”) accessing or using the Gainsight Content and other content  located on the Gainsight web site, including without limitation at https://education.gainsight.com and https://support.gainsight.com   (“Gainsight Content”). By accessing, using or downloading Gainsight Content, Licensee is agreeing to the terms of this Agreement.

1.              Grant of License.  Gainsight hereby grants to Licensee, a limited, revocable, non-exclusive, non-transferable, royalty-free license to use the Gainsight Content solely for internal purposes in connection with Licensee’s training of its employees on the Gainsight products and services purchased by Licensee from Gainsight (“Gainsight Services”) subject to the terms and conditions in this Agreement (“Purpose”). 

2.              Ownership.

(a)            Licensee expressly acknowledges Gainsight’s sole ownership of the copyright, intellectual property and other rights including derivative rights, in and to the Gainsight Content. Licensee shall not take any action that might impair Gainsight’s rights in the Gainsight Content and shall not make any claim or take any action adverse to Gainsight’s ownership of the Gainsight Content.

(b)            Licensee expressly agrees that Licensee does not now have and shall not acquire any right, title or interest in or to the Gainsight Content, including any enhancements of the Gainsight Content, other than the limited license to use the Gainsight Content for the Purpose in accordance with the terms and conditions of this Agreement.  Licensee acknowledges that all uses of the Gainsight Content inure to the benefit of Gainsight. 

3.              Use of the Gainsight Content.  

(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. 

(b)        GAINSIGHT CONTENT IS PROVIDED "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND. GAINSIGHT DISCLAIMS ALL WARRANTIES AND CONDITIONS OF ANY KIND, WHETHER EXPRESS, IMPLIED OR STATUTORY, WITH REGARD TO THE GAINSIGHT CONTENT, INCLUDING ALL IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT.

4.              Termination.

(a)            Unless terminated earlier as set forth herein, this Agreement shall automatically terminate on the termination date of Gainsight Services. Gainsight may terminate this Agreement upon 30 days’ prior written notice via its website or otherwise; provided, however, Gainsight may terminate this Agreement with immediate effect in the event Licensee engages in adulteration or dilution of the Gainsight Content, exceeds the Purpose, or other conduct detrimental to Gainsight’s interest in the Gainsight Content.

(b)            In the event of that the rights granted to Licensee under this Agreement are terminated, Licensee shall have 5 business days after the date of termination, to remove the Gainsight Content from its LMS and any other repositories and return the Gainsight Content to Gainsight.

5.            Feedback.  From time to time, Licensee may provide Gainsight with suggestions, comments, feedback, ideas or know-how, in any form regarding the Gainsight Services or Gainsight Content (“Feedback”).  Licensee hereby grants Gainsight non-exclusive, worldwide, perpetual, irrevocable license, with rights to sublicense, to make, use, modify, distribute and otherwise commercialize the Feedback.

6.            Publicity.  Neither party shall make any press release or other public announcement concerning this Agreement without the prior written approval of the other party.

7.            Governing Law.  This Agreement shall be governed by the laws of the State of California, without reference to conflict of laws provisions.  Jurisdiction for litigation of any dispute, controversy or claim arising out of or in connection with this Agreement shall be in a United States Federal or State Court located in San Francisco, California, and the parties hereby consent to the jurisdiction and venue of such courts.  In any action between the parties to enforce any of the terms of this Agreement, the prevailing party shall be entitled to recover reasonable expenses, including reasonable attorney’s fees. Licensee shall comply with all applicable laws and regulations in performing its obligations under this Agreement.

8.            Limitation of Liability.  IN NO EVENT SHALL GAINSIGHT’S AGGREGATE LIABILITY FOR ANY AND ALL CLAIMS OR DAMAGES UNDER THIS AGREEMENT EXCEED $100.00.

9.            Force Majeure.  Neither party shall be liable for any loss or damage resulting from any delay or failure to perform all or any part of its obligations under this Agreement to the extent such delay or failure is caused, in whole or in part, by events, occurrences, or causes beyond the reasonable control of the responsible party, including without limitation, telecommunications or power outages, strikes, riots, acts of war or terrorism, floods, earthquakes, fires or other acts of nature.

10.         Miscellaneous.    

(a)             No waiver by either party of any default shall be deemed as a waiver of prior or subsequent default of the same or other provisions of this Agreement. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid or unenforceable, then the remaining provisions of this Agreement shall nevertheless be given full force and effect and be interpreted as broadly as possible to give full effect to the intentions of the parties in entering into this Agreement. 

(b)             Neither party may assign this Agreement or otherwise transfer any of its rights and obligations under this Agreement.
(c)             This Agreement constitutes the entire agreement between the parties with respect to this subject matter and supersedes all previous proposals, writings, arrangements and communications regarding the use by Licensee of the Gainsight Content.  This Agreement may not be modified or amended except in writing signed by the parties. 
 

 

 

×