These courses focus on Gainsight's product experience software. Gainsight PX enables you to track every step of your user's journey and fully understand how they're interacting with your product over time. You can use these product insights to make meaningful engagements to offer guidance, recommend additional products, or ask for feedback at the exact moment users are most engaged—in or out of your product.

Overview and Anatomy of PX Engagements
Overview and Anatomy of PX Engagements
In this course, learn what PX Engagements are, use cases and 5 Steps to structure an Engagement.
FREE
17 min
PX Training
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
10 min
PX Demo
PX Demo
This 14 minute video gives an overview of Gainsight PX features.
FREE
14 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
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
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
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
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
Overview of Business Modeler/Relationships
Overview of Business Modeler/Relationships
This is a quick walk-through of Business Modeler functionality.
FREE
6 min
Admin - Journey Orchestrator - SFDC
Admin - Journey Orchestrator - SFDC
Prepares you to work with Gainsight's Journey Orchestrator tools.
FREE
00:14:04
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
3 min
Admin - Surveys - NXT
Admin - Surveys - NXT
Prepares you to use the basic functions and analytics features of Gainsight's Surveys feature.
FREE
16 min
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 - Data Management - Feb 2021
Admin - Data Management - Feb 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
Admin - Rules Engine - Feb 2021
Admin - Rules Engine - Feb 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 - Mar 2021
Admin - Journey Orchestrator - Mar 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
PX Configuration and Instrumentation
PX Configuration and Instrumentation
Learn how to install Gainsight PX code in your Web application and instrument it to track product usage.
FREE
25 min
Admin - User Management - NXT
Admin - User Management - NXT
You will learn how to add and manage users in Gainsight.
FREE
10 min
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
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
Admin - Reports & Dashboards - SFDC
Admin - Reports & Dashboards - SFDC
Prepares you to design Reports and Dashboards.
FREE
00:05:16
Admin - Success Plans - SFDC
Admin - Success Plans - SFDC
Prepares you to configure Gainsight's Success Plans.
FREE
00:06:22
Admin - Data Management - Jan 2021
Admin - Data Management - Jan 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
Admin - Rules Engine - Jan 2021
Admin - Rules Engine - Jan 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 - Scorecards - Jan 2021
Admin - Scorecards - Jan 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 - Adoption Explorer - Jan 2021
Admin - Adoption Explorer - Jan 2021
This course covers all of the features of Adoption Explorer using hands-on exercises in a training org.
$200
Gainsight - Success Plans - NXT
Gainsight - 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
Admin - Renewal Center
Admin - Renewal Center
This course provides an overview of Renewal Center and walks admins through the configuration process.
FREE
10 min
Admin - Reports & Dashboards - NXT
Admin - Reports & Dashboards - NXT
Prepares you to design and use Reports and Dashboards.
FREE
5 min
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
Foundations of Gainsight
Foundations of Gainsight
Brand new Gainsight Administrator? Start here!
FREE
50 min
Admin - Scorecards - NXT
Admin - Scorecards - NXT
Prepares you to work with Gainsight's Scorecard feature.
FREE
5 min
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
20 min
AdminNXT
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
Admin - Cockpit & Playbooks - NXT
Admin - Cockpit & Playbooks - NXT
Prepares you to work configure Cockpit, CTAs, and Playbooks.
FREE
9 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.
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
Admin - Journey Orchestrator - NXT
Admin - Journey Orchestrator - NXT
Provides a basic understanding of Journey Orchestrator features and use cases.
FREE
14 min
Admin - Basic Data Management - NXT
Admin - Basic Data Management - NXT
You’ll learn the basics of managing data in Gainsight.
FREE
28 min
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
Admin - Data Designer Jan 2021
Admin - Data Designer Jan 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
Gainsight - Team View - NXT
Gainsight - 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 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
PX Analytics
PX Analytics
You'll 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
Data Management
Data Management
Teaches you how to load and manage your data in Gainsight.
FREE
28 min
User Management
User Management
Teaches you how to add and manage users in Gainsight.
FREE
11 min
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
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
Admin - Journey Orchestrator - Jan 2021
Admin - Journey Orchestrator - Jan 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
Gainsight - Sally the AI Bot
Gainsight - Sally the AI Bot
Overview of what Sally is and how to use Sally in-app, in TeamView, and in Slack.
FREE
14 min
Sally
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
Gainsight - Reports & Dashboards - NXT
Gainsight - Reports & Dashboards - NXT
Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!
FREE
15 min
Gainsight - Cockpit & Playbooks - NXT
Gainsight - Cockpit & Playbooks - NXT
This course provides an overview of the functionalities within Cockpit, the primary Gainsight workspace for CSMs/AMs.
FREE
22 min
Gainsight - 360 & Timeline - NXT
Gainsight - 360 & Timeline - NXT
Covers using the 360 screens Timeline for centralized note-taking in Gainsight, & an overview of health scores including trends over time
FREE
33 min
Gainsight - Success Snapshots - NXT
Gainsight - Success Snapshots - NXT
Success Snapshots is a powerful tool that enables you to export client-specific data, including reports and tokenized information, directly into your slide deck. The same template can be utilized for multiple customers, saving you time and providing consistency across the organization.
FREE
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
Admin - Success Plans - NXT
Admin - Success Plans - NXT
Prepares you to configure Gainsight's Success Plans.
FREE
6 min
Admin - Timeline - SFDC
Admin - Timeline - SFDC
Reviews Timeline configuration.
FREE
00:03:32
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
29 min
Admin - 360 - SFDC
Admin - 360 - SFDC
Reviews Customer 360 configuration and best practices.
FREE
00:03:46
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 is the video and course for the Adoption Champion training.
FREE
15 min
Gainsight - Gainsight Mobile
Gainsight - Gainsight Mobile
Learn how to use the Gainsight Mobile app to quickly access Timeline activities and key customer information.
FREE
16 min
Admin - Timeline - NXT
Admin - Timeline - NXT
Prepares you to configure Timeline.
FREE
3 min
Gainsight - Foundations - NXT
Gainsight - Foundations - NXT
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
25 min
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
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.

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(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.

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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.

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(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. 

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