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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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asked in Product Q&A

Can you undo an action if you delete a template?

After removing template, can I get the attachments back or undo that change?

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?

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!

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?

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!

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?

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.

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.

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?

blstrockParticipating Frequently

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.

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?

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?

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?

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.

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!

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.

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?

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?

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?

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

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?

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.

asked in Product Q&A

Can you change the done date in a task?

The team member marked a task as done a few days later than they actually completed it. How can we make it match reality?

asked in Product Q&A

Why am I missing a project?

I had a project titled “[Customer Name] Onboarding” that is missing from my GUIDEcx account. I have not been able to successfully click through to its url through Salesforce integrations or any of my emails. It should be located at the url: https://app.guidecx.com/app/projects/project-id#But every time I access it I am either getting an error page or redirected to my main project view page, even after clearing my browsing data and using an incognito window through chrome.Help please!

asked in Product Q&A

What is the external id field used for?

Is this a default field? Why does it exist?

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