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jeanettecazierParticipating Frequently

Messaging - What are your best practices/feedback

Hello All, My team has been anxiously awaiting the release of the new messaging tool. I’m curious how you are all using it and if you come up with any best practices. I have noticed that as an admin I see every single project ever opened in GuideCX so I have shard that feedback as that is problematic. But curious how it’s working for the rest of you.

122

7 hours ago

emaynezCommunity Manager

Messaging (Labs)

Is Messaging compatible with "View As"?

As a provider can I impersonate my customer and access messages or no?

9 hours ago

emaynezCommunity Manager

Water Cooler

What kind of enhancements to Resource Management would be a game changer for you?

Hi everyone! As you know we’re looking to revamp our Professional Service feature offerings and we’d love to hear from everyone and see what kind of things would make Resource Management better than ever.I promise that we will read every single comment so don’t be shy! Let your voice be heard!

2 days ago

jjmcdevInspiring

Product Q&A

Project Notes - Is there a way to better view embedded pictures/screenshots?

I like to document any conversation in GuideCX that I had about the project in places like email or Slack. The frustration that there really isn’t any good way that I’ve found to do that. If I screenshot the email or slack convo and paste in the graphic - it’s miniscule and unreadable - and there isn’t any way I’ve found to make it bigger. Here is what it looks like - from writing the notes in the task details, or from the Notes tab This is what I am pasting in: And this is what it looks like If I try to just copy the text and paste it - I might be able read the text but it looks even worse as it takes out any graphics I’ve included in the email and put a weird placeholder icon.What are other options that I could use?

2 days ago

dallas.doaneNew Participant

GUIDEcx Inspiration

KPIs/Metrics to Drive GuideCX Behaviors with Internal Teams?

Hello, all! I’m trying to create KPIs/Metrics that will help drive the right behaviors in GuideCX by my internal team members. What kinds of metrics are you all using to do this?For example, I’m going to use the Task Efficiency Report to identify patterns of late tasks for team members. This will enable me to have a conversation with the individual and ask what blockers they are facing to getting tasks done on-time.Any other ideas on what reports/metrics you’re using to drive good planning, communication, execution, etc. within Guide? Thanks in advance!

8 days ago

eduensingInspiring

GUIDEcx Inspiration

Connect with another GUIDEcx Customer(s)

We have been using GUIDEcx for just over a year. We are using it for SaaS software implementations at the Enterprise level. Our implementation plans are long and complicated. We would LOVE to chat with other GUIDEcx customers that are using it at this level as well. I am sure there are things we are doing that could be done differently or better, but we really need the perspective of someone using it in the same way. Anyone willing to chat with me?

151

8 days ago

SCFancherNew Participant

Product Q&A

How to change a project from Internal to External

I have a project created that is currently marked as an Internal project. I need to share it with my customers so they have access to it. When I go to Add Team members on the Customer tab, it tells me I cannot add anyone because it is an Internal Project. How can I update this so that I can now share with my clients?

191

13 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 ?

140

16 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

100

16 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!!

763

16 days ago

Member Hub

Get started here for community guidelines, announcements, and get to know others in the ON!

Welcome + Announcements

31 posts
72 Replies

Introduce Yourself

58 posts
171 Replies

Water Cooler

68 posts
149 Replies

GUIDEcx Platform

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.

Getting Started with GUIDEcx

9 posts
10 Replies

Product Q&A

119 posts
314 Replies

Integrations Hub

25 posts
55 Replies

User Tips

Explore tips and tricks from fellow Guides and the GUIDEcx team!

GUIDEcx Inspiration

66 posts
109 Replies

Onboarding Tips

76 posts
254 Replies

jjmcdevInspiring

Product Q&A

Project Notes - Is there a way to better view embedded pictures/screenshots?

2 days ago

dallas.doaneNew Participant

GUIDEcx Inspiration

KPIs/Metrics to Drive GuideCX Behaviors with Internal Teams?

8 days ago

eduensingInspiring

GUIDEcx Inspiration

Connect with another GUIDEcx Customer(s)

151

8 days ago

SCFancherNew Participant

Product Q&A

How to change a project from Internal to External

191

13 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 ?

140

16 days ago

Casey WiltBrainy

Water Cooler

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

763

16 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?

311

26 days ago

cmelanconInspiring

Product Q&A

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.

643

1 month ago

Iyin.SNew Participant

Getting Started with GUIDEcx

Internal Tasks

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

451

1 month ago

MRickettsKnown Participant

Product Q&A

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.

702

1 month ago

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