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mina-fahmiNew Participant

Disabling Welcome Email upon project creation with recipe.

Is it possible to disable the welcome email that gets triggered if the project within GuideCX is created via the recipe builder while keeping it enabled if the user is manually added ?

2 days ago

jennytracyNew Participant

Onboarding Tips

Overview

Hi! One of my customers brought to my attention the confusion of the PM Note of an overview. I never really thought about it as I craft these each Sunday before they launch on Monday, but I am now seeing that each recipient gets the communication as if I am talking directly to them! It makes sense, but I don’t think I ever fully put it together until this very moment.I was thinking it might be nice to have a primary and then secondary notifications – meaning the main person you are working with vs the others. Since you can only assign a task to one person, what if you could designate 1 person for the overview or create a cc for those less involved?Also, I am looking forward to hear any best practices around this effort so that I can improve things.Please let me know.Thanks! Jenny Tracy

2 days ago

Casey WiltBrainy

Water Cooler

In-App Guided Training Platform - Are you using one?

I was talking with a colleague about basic training for new users in applications, and how a lot of websites/apps are running with tools like WalkMe, Userpilot, etc to give step-by-step training on a DIY basis. Super cool. Wanted to pick the brains of this community to see…What in-app training tool are you using? Are you using with web-based (browser access) tech, desktop, or both? What do you love/hate about it?Exploring options to bring to our team for future enhancements - thanks for any input!!

633

2 days ago

Amy3New Participant

Product Q&A

Pushing an External Email Back to GuideCX

Is there a way to “send” an email from my inbox to GuideCX, so that it posts to a specific project?

201

12 days ago

LarryGoodwinParticipating Frequently

Product Q&A

Custom Email Templates - How to include specific attributes

Would like to show the following items in the weekly project summary email, but am not seeing the availability of the fields. (or just do not know how to convert them as I am copying from one template to an other :) ) Looking at how to create this section:{active milestone} {Milestone Planned End Date}{active Tasks} in a list {Planned task end date}{Assignee}{Next Milestone} {Planned Milestone Start Date} - {Planned Milestone End Date}Additionally, is there an option to show a burn down for allotted hours? - Allotted hours budget - Budget Used (actuals) - Budget forecasted/remainingWhat are the attributes names for coding into the HTML? Know these are in our reporting, but do not have the decoder-ring out of my Crackerjacks yet.

543

19 days ago

pandaNew Participant

Product Q&A

Customer/Project Passwords?

Good morning all,I tried searching the help center first but didn’t see an actual answer. So I found where clients can create a password but it doesn’t really work since it won’t let them create one without a “current password”. If you click on “forgot password”, you just get caught in an endless loop of email links and no actual passwords can be created. Help! Original question (answered):Can clients/customers we’ve invited to a project create a password for their project? Or can they only get to the project via the links in the emails? I’ve had a few customers mention that they haven’t seen an option to create a password and some have the experience that the email links don’t work properly (which I’ve only noticed happens whenever the system is down). But I have a few clients who prefer to set up a password. Thanks!

734

26 days ago

EHillKnown Participant

Customer Roles + View As (Labs)

ETA for Return of Beta

I saw a comment on a post that this should be available again as of 4/25, but I am not seeing it. Was this delayed further?

1707

26 days ago

Greg AbtsNew Participant

Product Q&A

Salesforce Report with Status Change Info?

Salesforce is the common tool that unites many departments in our organization. Because of this, I tried to incorporate Project Level Status Change Reasons/Descriptions into a dashboard but didn’t see those details in the GuideCX Projects report. Has anyone found a good way to incorporate those details into Salesforce?

1083

26 days ago

hummingbirdjamesNew Participant

Product Q&A

Issues with Customer Facing Assignments

My customer screen shared that they don’t have assignments under their name. However, when I log in, it shows that I’ve assigned tasks to them.

934

26 days ago

cmelanconInspiring

Customer Roles + View As (Labs)

Incomplete display of large teams with View As turned on

With the View As feature turned on, I had an onboarding manager notice today that they could not see a customer team member to edit them.We have a particular project where there are a large number of people involved for, well, reasons. There are 33 team members on the customer team - visible with View As turned off: With View As turned on, there are 7 cards shown (plus the blank that showed up when I clicked Add Another Customer). The other team members are inaccessible: My manager noticed a typo in someone’s name and was unable to find them to change it. I was able to turn the feature off and find the user to edit them, but there doesn’t seem to be any indication that there are more users or means of loading more into the view.

543

30 days ago

mina-fahmiNew Participant

Product Q&A

Disabling Welcome Email upon project creation with recipe.

Is it possible to disable the welcome email that gets triggered if the project within GuideCX is created via the recipe builder while keeping it enabled if the user is manually added ?

2 days ago

Casey WiltBrainy

Water Cooler

In-App Guided Training Platform - Are you using one?

633

2 days ago

Amy3New Participant

Product Q&A

Pushing an External Email Back to GuideCX

Is there a way to “send” an email from my inbox to GuideCX, so that it posts to a specific project?

201

12 days ago

cmelanconInspiring

Customer Roles + View As (Labs)

Incomplete display of large teams with View As turned on

543

30 days ago

Iyin.SNew Participant

Getting Started with GUIDEcx

Internal Tasks

Why can’t I set a task from Regular to Internal in Guidecx

341

1 month ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Project Team Builder gone when View As enabled

Is it the expected behavior that the Project Team Builder functionality is removed if using the new View As functionality? If we turn on the feature, the team builder blocks are gone and they reappear if we turn off the feature. I’ve confirmed that there are project tasks in the plan that have functions assigned to them.

582

1 month ago

cmelanconInspiring

Customer Roles + View As (Labs)

Discrepancies with Internal Team Members with Labs feature on vs. off

With the View As feature turned on, I attempted to remove someone from a test project, or from a role in a test project. Either activity resulted in an endlessly spinning circle on the dialog to remove them.I switched the feature off and the user did not show up on the internal team at all.I added a new user to replace them in that role and with the view as feature off was able to assign them the same role.With the feature turned on, now I show two people in that role. The original user (X in the screenshots) and the new user (4).Screenshots:View As On: View As Off:

481

1 month ago

EHillKnown Participant

Product Q&A

Help with "Status Change Reasons" Report & tracking project status changes

Hello, Ive been trying to leverage the Status Change Reasons report but noticed that it does not track when statuses are changed *from* the statuses, so we cant really track how long they were “on-hold” for.Additionally there are two cards that never have any visualization. The “Reason Group - Done” & “Change Reasons - Done”. It doesn’t appear that change reasons are available for the done section. Can anyone advise on how to get the data I’m looking for and how to use those two cards?

370

1 month ago

ccrossettCommunity Manager

Product Q&A

Project Summary Details

Hello friends, As we work on building out the new Board/Plan view we are planning to continue displaying the Project Summary Bar at the bottom of the page. Right now the plan is to display the same data and to mimic the legacy version. I am curious though if there has ever been a metric that you would want included in this bar that isn’t currently part of it? I don’t plan to overstuff it, but would be open to adding metrics if it made sense. Any thoughts or input?

410

1 month ago

CaraNew Participant

Integrations Hub

Guide CX and Slack integration

I have intergrated Guide CX with Slack, created a new channel hoping that any internal notes added in Guide CX would appear in my newly created Slack channel to notify the right people to assist me in answering my customers questions. However this is not working. I followed what you showed on the video eg. #slack:cara but nothing came through. I’d also like to see how we can intergrate Hubspot to eliminate manual tasks and when a new customer signs wondering if this would trigger an automatic project set up in Guide CX?

1054

2 months ago

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This channel is dedicated to those who provide customer onboarding experiences powered by GUIDEcx and would like to learn, connect, and grow with others that use GUIDEcx.

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