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.

75 Topics

J
josieburgettNew Participant
asked in Product Q&A

Can't Find "View As" Customer

This article shows that there is the ability to view a GuideCx project as one of the customers on the project. I cannot find this functionality in any of my projects. Can anyone help me find this? Is it supposed to be in the Team tab?

4
emaynez
4 days ago
emaynez
emaynezCommunity Manager
asked in Product Q&A

What happens when you cancel a project?

if you cancel a project can the customer still access it?

3
emaynez
5 days ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A

Sort on Completed Tasks in Projects View

I am on the Projects view. I only have 1 column sorted. That sorted column is “completed tasks”.  The results is not as expected.  Please see the attachment. Why would the 10 completed tasks not be under the 13 completed tasks? 

3
emaynez
5 days ago
EHill
EHillKnown Participant
asked in Product Q&A

How do I add in a filter for multiple, individual tags, rather than a single tag OR all tags on a project

When looking at reports I can only seem to sort by a specific tag, or by a collection of tags that have been used on projects. We use project tags to identify different sales reps, order methods, and products that the client is being set up with. However I can only figure out how to filter by a single tag, which means looking at one, then another, and not able to side by side compare. Is there a way to do this?

2
EHill
5 days ago
emaynez
emaynezCommunity Manager
published in Integrations Hub

💔 In loving memory. RIP Manual Project Creation 🪦

As your Onboarding Partner, GUIDEcx is always looking for ways to help you work better together with your internal teams to provide a seamless onboarding experience to your customers.One way that we’ve been able to help is with our Recipe Builder!GUIDEcx provides an integration solution (Recipe Builder) for you to connect GUIDEcx to your CRM (and countless other softwares) to pass data to and from GUIDEcx.This month we’re highlighting our two most popular integrations, Salesforce and Hubspot.You might be wondering, “Why should I bother connecting GUIDEcx to my CRM?”To which I say, “Great question! We recommend it because it can save you so much time!”How does a GUIDEcx <> CRM integration save me so much time?Think of all the important information that goes into a Salesforce opportunity that you have to manually migrate into the onboarding project! Things like:Main Point of Contact name and email Type of service package purchased Custom data (like company size, ARR, etc) and more!

513
emaynez
5 days ago
emaynez
emaynezCommunity Manager
published in Integrations Hub

Could this Forms Integration save you time on automating manual tasks? YES.

Did you know that with the GUIDEcx Recipe Builder you can automate almost anything?Check out this recording of our own integration wizard, @jjohnson demo-ing a recipe that he’s built.This demo showcases a lot of cool automations we can do via a form (Google Forms in this case although GUIDEcx integrates with any Form software such as Formstack, SurveyMonkey, Typeform, and more).This recipe (aka integration) that Jeff built does the following:Creates a project in GUIDEcx, with the appropriate templates and PM Updates the status of existing tasks Create new tasks Populates the value of custom fields on the project Creates a new Slack channel for the project And invites all project team members to the new Slack channel Creates a project note containing all the form’s questions & answers Invites a customer to the project and auto assigns customer tasksIf you want to set this up in your own instance, reach out to your CSM!

3326
jdodge
5 days ago
emaynez
emaynezCommunity Manager
asked in Product Q&A

How do you add third-party users?

Where do I go to add third-party users and who generally should be a third-party user?

5
E
11 days ago
emaynez
emaynezCommunity Manager
asked in Product Q&A

Can you assign a checklist to more than one assignee?

I can’t seem to assign two customers to one shared checklist (it’s on a single task).I was only able to assign all the tasks to one customer, and now the other customer whom I didn't assign all the tasks to can’t see the checklist in their compass view.Any tips or workarounds are welcomed!

3
E
11 days ago
emaynez
emaynezCommunity Manager
asked in Product Q&A

How do notifications work for participant tasks?

When will participants receive the participant task instructions and how do you resend them?

2
emaynez
11 days ago
Kevin
KevinParticipating Frequently
asked in Product Q&A

Links as project attachments.

How do I add links as project attachments? There is an opportunity to add them during initial project setup, but I can’t see where to do this once the project is in progress.

3
E
12 days ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A

My Window Refreshes Back to Projects View

When I have a project opened in a tab, and it has been idle for 3 hours (or so), when I go to modify that project in any way, as soon as I touch any tab, the screen immediately refreshes back to the main all projects view.  This happens repeatedly - if an opened tab has been idle for hours. To give context, when I arrive each morning, I opened up all projects that I need to work on for that day, in a separate tab. This is why some tabs, are idle for hours (because I haven’t gotten to them yet). Nevertheless, I do not expect, Guide CX to refresh the screen back to the all projects view.

1
emaynez
13 days ago
inarang
inarangNew Participant
asked in Integrations Hub

DocuSign Integration

Does GUIDEcx have an integration with DocuSign? I want to automate sending a DocuSign to a client when a particular task is triggered.  Alternatively, is there a feature in GCX I could use instead of DocuSign?

1
emaynez
17 days ago
B
blstrockNew Participant
asked in Product Q&A

Buttons not rendering properly in Outlook Desktop

Brand new to GuideCX. Does anyone else have issues with the Task status buttons rendering properly in the Outlook Desktop application? It’s cutting off the text in the button unless I really zoom out to ~60% in the email. Works completely fine in the browser version, but this seems like a pretty significant flaw in a very common application, and most of our team and customers use Desktop.

2
B
21 days ago
Woozie83
Woozie83New Participant
asked in Integrations Hub

Zapier

My business resales a product and the business’s software we resale goes through an onboarding process where the business invites us to projects to work on with them… I want to use Zapier to automate this from our end… and I able to connect zapier if its not technically my guide CX account and I’m just the one being invited to projects?

1
emaynez
25 days ago
Kevin
KevinParticipating Frequently
asked in Product Q&A

Editor for writing custom emails

Hi all. The knowledge base articles around implementing custom emails are pretty clear, but are thin on detail about how to create the template for these custom mails. I know that I need an html editor, but which one is best and how does that process work? Can I create the email and then save the html code to import into the custom email section of GuideCX? Can someone help me with this?

2
Kevin
25 days ago
emaynez
emaynezCommunity Manager
posted in Integrations Hub

GUIDEcx + Salesforce Integration

 Using the GUIDEcx Recipe Builder you can integrate with Salesforce and make that integration as powerful as you want!Here are some of the most common use cases for this integration:When an opportunity (SFDC) is marked as closed-won, a project is created in GUIDEcx. Sync data from GUIDEcx back to SFDC to maintain a single source of truth!What ways have you used it? 

1
emaynez
27 days ago
P
PortoNew Participant
asked in Product Q&A

Keyboard shortcut to apply URL

Is it possible a URL can be added via a keyboard shortcut? Example:Instead of clicking the link icon to add the link, I can simply press CTRL+K (on a PC) to add a link.  

3
emaynez
27 days ago
P
PortoNew Participant
asked in Product Q&A

Notes > Internal: response via email posts as Public.

In a Task’s Notes > Internal section, I @ an internal team member in an Internal note I entered and saved. (functions as expected) The internal team member receives a ‘ <my name> mentioned you in a task on the project <name of project> email. (functions as expected) The internal team member replies to the email (functions as expected) GUIDEcx seems to capture the reply as a Public note (functions unexpectely) Expectation is that GUIDEx would capture the response as and Internal note Curious if anyone has had a similar experience.Thanks!

8
P
1 month ago
EHill
EHillKnown Participant
asked in Product Q&A

Microsoft Outlook error - Does not recognize the reply-to address as valid

Has anyone run into issues with being able to respond to GUIDEcx tasks via email in Outlook?A customer I am working with advised that they are unable to directly respond via email as outlook  will not allow the "respond via" email. The reply-to address seems to be the issue, its not being recognized as a valid email address. Is this maybe something their IT may need to add to an allowlist? Im pretty unfamiliar with Outlook so I’m not sure where to get started in trying to help them resolve this issue.

3
EHill
1 month ago
emaynez
emaynezCommunity Manager
asked in Product Q&A

Is there a way to update a project with a revised template?

I have existing projects and I have made a change to a template and want to update it to all the projects. How can I do that?

4
EHill
1 month ago
KimberleyFrancis
KimberleyFrancisEmployee
asked in Product Q&A

What practices have you found that help remind your customers to update their task statuses?

One hurdle that GUIDEcx users must leap, is getting their customers to start using the platform in the way it’s meant to be used--streamlining all communication into the platform with project and task notes AND updating task statuses to provide visibility and keep the project momentum rolling.We all know it’s easier said than done! It’s a new “accountability muscle” that your customers have to flex. However, there are some best practices that can be applied to increase customer engagement with the platform. What methods have you implemented that proved successful in getting your customers to update their task statuses? 

6
VGarrison
1 month ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A

How to refresh the Task Screen that I am on?

When I am on my task screen, and I refresh the page, the task list goes to my default task view.What is the proper way to refresh the task screen, with the filters that I’m using at that moment?  

12
bnpguidecx
1 month ago
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx

What kind of resources would be helpful to empower your customers?

I need your help! I want to build resources that you can use to help your internal teams and customers navigate their onboarding projects easier. Can you comment on this thread with things that would help you?Here’s a sample of what I’m talking about. This is a product tour designed for YOUR customers when they are given the Compass view.https://app.demoboost.com/demo/lq2sp8ic

3
G
1 month ago
EHill
EHillKnown Participant
asked in Product Q&A

Can you disable the "You have been added to a project" email notifications for internal users?

There are some tasks we have set for other internal teams and they really don’t need the “you have been added to a project” email, they just need the task ones.Can you disable that email? Also they really dont need the “project overview” emails, but I still want to send those to the customers. Can we disable those for specific users?

5
emaynez
1 month ago
emaynez
emaynezCommunity Manager
asked in Product Q&A

How do I reassign all these tasks with bulk edit?

I’ve selected 34 tasks that need to be reassigned to someone else, but they aren’t showing up in the drop down. I keep getting a “No Users Match the Selected Responsibility” error.How do I reassign these tasks?PS We have resource management. Not sure if that helps.

1
J
1 month ago
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