Admin Training

The courses on this page will help you learn how to be a Gainsight Admin, brush up your Admin skills, and prepare to take the Certified Gainsight Administrator exam. We recommend completing the courses in the order listed below.

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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
Admin - Basic Data Management - SFDC
Admin - Basic Data Management - SFDC
You’ll learn the basics of managing data in Gainsight.
FREE
00:27:47
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 - Reports & Dashboards - SFDC
Admin - Reports & Dashboards - SFDC
Prepares you to design Reports and Dashboards.
FREE
00:05:16
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
Admin - 360 - SFDC
Admin - 360 - SFDC
Reviews Customer 360 configuration and best practices.
FREE
00:03:46
Admin - Timeline - SFDC
Admin - Timeline - SFDC
Reviews Timeline configuration.
FREE
00:03:32
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 - 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
00:11:21
Admin - Journey Orchestrator - SFDC
Admin - Journey Orchestrator - SFDC
Prepares you to work with Gainsight's Journey Orchestrator tools.
FREE
00:14:04
Admin - Success Plans - SFDC
Admin - Success Plans - SFDC
Prepares you to configure Gainsight's Success Plans.
FREE
00:06:22
Overview of Business Modeler/Relationships
Overview of Business Modeler/Relationships
This is a quick walk-through of Business Modeler functionality.
FREE
00:06:57
Admin - Foundations - NXT
Admin - Foundations - NXT
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
AdminNXT
Gainsight - Foundations - NXT
Gainsight - Foundations - NXT
(26 minutes - for Gainsight NXT only) If you're a new Gainsight end user, please start here! This short course provides a foundation for understanding Gainsight including a brief demo of key capabilities.
FREE
00:25:02
Gainsight - Reports & Dashboards - NXT
Gainsight - Reports & Dashboards - NXT
(19 minutes - for Gainsight NXT only) Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!
FREE
00:14:44
Gainsight - Cockpit & Playbooks - NXT
Gainsight - Cockpit & Playbooks - NXT
(23 minutes - for Gainsight NXT only) Covers using Calls-to-Action (CTA) in Cockpit including Playbooks
FREE
00:22:36
Gainsight - 360 & Timeline - NXT
Gainsight - 360 & Timeline - NXT
(34 minutes - For Gainsight NXT only) Covers using the 360 screens Timeline for centralized note-taking in Gainsight, & an overview of health scores including trends over time
FREE
00:33:12
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 - Rules Engine - NXT
Admin - Rules Engine - NXT
Prepares you to work with the Rules Engine and build Rules in Gainsight.
FREE
00:20:44
Adoption Champion Training - SFDC & NXT
Adoption Champion Training - SFDC & NXT
This is the video and course for the Adoption Champion training.
FREE
00:15:28
Admin - User Management - NXT
Admin - User Management - NXT
You will learn how to add and manage users in Gainsight.
FREE
00:10:58
CSM 101 - Prior Enrollees Only
CSM 101 - Prior Enrollees Only
This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 101 is step one of three on the way to becoming a Certified Customer Success Manager.
Not currently available
CSM 201 - Prior Enrollees Only
CSM 201 - Prior Enrollees Only
This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 201 is step two of three on the way to becoming a Certified Customer Success Manager.
Not currently available
CSM 301 - Prior Enrollees Only
CSM 301 - Prior Enrollees Only
This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 301 is the final step of three on the way to becoming a Certified Customer Success Manager.
Not currently available
Gainsight - Success Plans - NXT
Gainsight - Success Plans - NXT
(10 minutes - for Gainsight NXT 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
00:10:45
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
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
00:17:49
Admin - Salesforce Connector - NXT
Admin - Salesforce Connector - NXT
You'll learn how to use the Salesforce Connector to load data into Gainsight NXT.
FREE
00:06:19
Gainsight - Team View - NXT
Gainsight - Team View - NXT
(10 minutes - for Gainsight NXT 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
00:11:26
Limited LicenseViewer License
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
Gainsight - Sally the AI Bot
Gainsight - Sally the AI Bot
(15 minutes) Overview of what Sally is and how to use Sally in-app, in TeamView, and in Slack.
FREE
00:14:29
Sally
Overview and Anatomy of PX Engagements
Overview and Anatomy of PX Engagements
FREE
00:17:34
PX Training
Admin - Journey Orchestrator - NXT
Admin - Journey Orchestrator - NXT
Provides a basic understanding of Journey Orchestrator features and use cases.
FREE
00:14:22
Admin - Scorecards - NXT
Admin - Scorecards - NXT
Overviews Scorecard uses, configuration, and best practices.
FREE
00:05:54
Admin - Reports & Dashboards - NXT
Admin - Reports & Dashboards - NXT
This course prepares you to design Reports and Dashboards.
FREE
00:05:20
Admin - Cockpit & Playbooks - NXT
Admin - Cockpit & Playbooks - NXT
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
00:09:15
Admin - 360 - NXT
Admin - 360 - NXT
Reviews Customer 360 configuration and best practices.
FREE
00:04:16
Admin - Timeline - NXT
Admin - Timeline - NXT
Reviews Timeline configuration.
FREE
00:03:36
Admin - Success Plans - NXT
Admin - Success Plans - NXT
Prepares you to configure Gainsight's Success Plans.
FREE
00:06:22
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
00:11:55
Admin - Basic Data Management - NXT
Admin - Basic Data Management - NXT
You’ll learn the basics of managing data in Gainsight.
FREE
00:28:19
Admin - Data Designer - NXT
Admin - Data Designer - NXT
You'll learn the basic functionalities and uses for Data Designer.
FREE
00:09:56
Admin - Surveys - NXT
Admin - Surveys - NXT
You'll learn the basic functionalities and analytics features available in Gainsight's Surveys feature.
FREE
00:16:44
Gainsight - Gainsight Mobile
Gainsight - Gainsight Mobile
Learn how to use the Gainsight Mobile app to quickly access Timeline activities and key customer information.
FREE
00:16:05
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
00:57:12
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
00:56:12
In-App Onboarding with PX Engagements
In-App Onboarding with PX Engagements
You'll learn how to use PX in-app engagements to onboard your customers.
FREE
00:10:37
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
01:26:05
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.
FREE
00:29:54
Admin - Scorecards - August 6th
Admin - Scorecards - August 6th
This course covers all of the features of Scorecards using hands-on exercises in a training org.
$200
Admin - Scorecards - Nov 18th
Admin - Scorecards - Nov 18th
This course covers all of the features of Scorecards using hands-on exercises in a training org.
$200
Admin - Scorecards - Oct 20th
Admin - Scorecards - Oct 20th
This course covers all of the features of Scorecards using hands-on exercises in a training org.
$200
Admin - Scorecards - Sept 15th
Admin - Scorecards - Sept 15th
This course covers all of the features of Scorecards using hands-on exercises in a training org.
$200
Admin - Adoption Explorer - Aug
Admin - Adoption Explorer - Aug
This course covers all of the features of Adoption Explorer using hands-on exercises in a training org.
$200
Admin - Adoption Explorer - Nov
Admin - Adoption Explorer - Nov
This course covers all of the features of Adoption Explorer using hands-on exercises in a training org.
$200
Admin - Adoption Explorer - Oct
Admin - Adoption Explorer - Oct
This course covers all of the features of Adoption Explorer using hands-on exercises in a training org.
$200
Admin - Adoption Explorer -Sept
Admin - Adoption Explorer -Sept
This course covers all of the features of Adoption Explorer using hands-on exercises in a training org.
$200
Admin - Data Designer Aug 12th
Admin - Data Designer Aug 12th
This course covers all of the features of Data Designer using hands-on exercises in a training org.
$200
Admin - Advanced Data Management - Aug/Sept
Admin - Advanced Data Management - Aug/Sept
This course covers working with Data Management tools including how to leverage S3 in your instance of Gainsight. We work together on hands-on exercises in a NXT Training org environment. This course includes two sessions, which must be completed in sequence. Please register for both sessions.
$400
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
00:59:51
Gainsight NXT Product Demo
Gainsight NXT Product Demo
Watch this 3 minute video to learn what sets the Gainsight NXT platform apart for users including login options, unified navigation, and Success Plan enhancements only available on NXT.
FREE
00:03:04
Admin - Renewal Center
Admin - Renewal Center
This course provides an overview of Renewal Center and walks admins through the configuration process.
FREE
00:10:08
Renewal Center Demo
Renewal Center Demo
This webinar talks about how to connect Customer Success to Revenue.
FREE
00:11:19
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
00:35:48
Work Faster with Gainsight Features You Don't Know that You Already Have
Work Faster with Gainsight Features You Don't Know that 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
00:58:21
Admin - Advanced Rules Engine - Sept 2020
Admin - Advanced Rules Engine - Sept 2020
This course covers advanced Rules Engine topics working hands-on in NXT training environments. This course includes two sessions, which must be completed in sequence. Please register for both sessions.
$400
Admin - Journey Orchestrator - Sept 2020
Admin - Journey Orchestrator - Sept 2020
This course covers all 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 Sept 2020
Admin - Data Designer Sept 2020
This course covers all of the features of Data Designer using hands-on exercises in a training org.
$200
Admin - Advanced Data Management - Oct 2020
Admin - Advanced Data Management - Oct 2020
This course covers working with Data Management tools including how to leverage S3 in your instance of Gainsight. We work together on hands-on exercises in a NXT Training org environment. This course includes two sessions, which must be completed in sequence. Please register for both sessions.
$400
Admin - Advanced Rules Engine - Oct 2020
Admin - Advanced Rules Engine - Oct 2020
This course covers advanced Rules Engine topics working hands-on in NXT training environments. This course includes two sessions, which must be completed in sequence. Please register for both sessions.
$400
Admin - Journey Orchestrator - Oct 2020
Admin - Journey Orchestrator - Oct 2020
This course covers all 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 Oct 2020
Admin - Data Designer Oct 2020
This course covers all of the features of Data Designer using hands-on exercises in a training org.
$200
PX Demo
PX Demo
This 14 minute video gives an overview of Gainsight PX features.
FREE
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
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
00:53:16
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
00:04:08
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
00:03:07
Creating Your Product Map Structure
Creating Your Product Map Structure
You'll learn how to create a PX product map structure.
FREE
00:05:13

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”). 

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(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.

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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. 

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(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.

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