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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.

155 Topics

flevyharaNew Participant

asked in Product Q&A

Emailing A Task's Link to the Team

Hi,When sending an email to the team about a specific GuideCX task, I always include the task's link in the body of the email, so they have quick access to re-read the task's specifics.To get the link, I'm opening the task and copy/paste the URL that the browser is showing at the top bar.The resulting link is something like this:https://app.guidecx.com/app/tasks?project-id=410338a2-d261-4ad4-aced-38e66bc&edit-task=true&task-id=7c733a8f-57c4-4aab-a760-0982380bb&milestone-id=22544bcf-c118-4b5e-a922-290c86e9a412&task-type=regularI don't very much like the link I'm sending. We are also using Jira (for other purposes) and the Jira links look much better, like https://tylerjira.ourcompany.com/browse/ATI-2234 Sorry if the question is silly. Is there a better way to send the task's link, that I'm not aware of?

annaliseNew Participant

asked in Product Q&A

How often to reports update?

Another PM and I were looking at report options for her stakeholders, and this report is not showing that these tasks are assigned. When I go into the report itself though, they are. She assigned owners yesterday. Does it take a minute for the reports to update from Projects?

Sumant JoshiNew Participant

asked in Product Q&A

Project/Task assignments

How do I see the name of the person a task is assigned to? How do I assign my self on a project and the tasks within?While using filter option in the Task option, I am unable to all the tasks assigned to my team members, I can only see the projects and tasks which I am assigned on.

CaraNew Participant

asked in 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?

Submittable MavenNew Participant

asked in Getting Started with GUIDEcx

Is there a limit to the number of Projects that a client can join?

Is there a limit to the number of Projects that a client can join?

rlundbergNew Participant

asked in Integrations Hub

Monday.com and GUIDEcx

I'm building a recipe that creates projects from a Monday board's sub items as opposed to the item. I want to push the project ID back to the Monday board's sub items after project creation, but the Board ID field does not accept any datapills for the “Update Item by ID in Monday.com” action. The board ID for a subitem is unique so using the item’s board ID (which is static and easy to find) won’t work. Is it possible to update a Monday board subitem from Recipe Builder?

jinnykimNew Participant

asked in Product Q&A

Issues with the View as Customer Role feature turned on

We’re finding that some existing functionalities are affected with this new impersonate feature turned on. Trouble adding or removing team members to projects (it just spins and spins) When trying to add Internal member to the team, the search functionality does not work. You have to scroll through the entire list that isn’t even in alphabetical order. Both functionalities work when the View as Customer Roles feature is turned off in Labs.Our team is very excited about the impersonate feature but cannot utilize it with other basic functionalities affected. How quickly can the fixes be released so we can take full advantage of the new feature?

jjmcdevInspiring

asked in Product Q&A

Can't Assign Roles - "Select a Role" Dropdown Greyed Out

I’ll admit I don’t have a lot of knowledge about how this module is supposed to work - but I need a little help on Assign Role feature. I’ve read the article Customer Roles + View As Customer - Labs and it doesn’t answer my questions. From the Team Tab for an internal team member, I am able to choose Assign Role from the Menu - but when the pop up window opens - the Select a Role dropdown is greyed out. Am I doing something wrong? I’m guessing that there needs to be a list of roles configured somewhere - but I can’t find it. What is the purpose of this feature? Since most of my team members are the same for each project, would I have to assign these roles on every project?

cmelanconInspiring

asked in Product Q&A

Inconsistent presentation of team members with feature on vs. off

I’ve noticed some inconsistencies on certain projects checking out the View As Customer feature.We have an internal team member assigned to several projects but not assigned to any function. On one project, she disappears from the internal team list when View As is enabled. On another project, she shows up just fine.On another project, our onboarding manager is assigned internal project manager role, but she has not assigned herself to the Onboarding function yet. With View As turned off, the function shows as empty. With View As turned on, she gets put into the Onboarding function automatically. This is technically correct and what should happen, but we know it hasn’t been done according to the original view, so it’s strange to see.

chrishaleuaCommunity Manager

posted in Product Q&A

View As and Team Builder beta available for activation in Labs

The wait is over! After a lengthy internal alpha that was extended a few weeks longer out of an abundance of caution for anything authentication and authorization related, View As is now available for Opt In in Labs today. We look forward to your feedback.

SCFancherNew Participant

asked in Product Q&A

Duplicating/Copy an existing project

Is there a way to take a copy of an existing Project you have previously created and use that to make a new project? I am looking for a way to take a Project (and all the corresponding templates) and make a copy of it as a starting point for a new project.

jjmcdevInspiring

asked in Product Q&A

Task Emails Notifications

Ok - just jumped in to the beta for View As Customer (even thought I have a ton of other work to do - I thought - Hey - let me go play with this instead 😂) I have several questions - but I’ll put them in different posts so it’s less confusing. I noticed when I went to my Team Page - that everyone - including me is saying that the Task Emails is off - when I know that isn’t the case for my internal people - and definitely not me. Is this a bug? And are customers automatically defaulted to getting all the emails?

dparedesNew Participant

asked in Product Q&A

Can there be multiple boards for one project?

I would like to add a board to an existing project to track technical deployment activities only, there is currently a board to track the delivery tasks -- can there be multiple Plans for one project?

jjmcdevInspiring

asked in Product Q&A

View as Customer - Project Not Showing in the Project List - but Main page is showing tasks & notifications

So I went in to view as my customer Tom Thorson. On the main page it showed all of his open tasks and ours - everything that he should be.I clicked on the Notifications in the left panel - and that is showing fine. But when I click on Projects on the left - it says he doesn’t have any Projects

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?

blstrockParticipating Frequently

asked in Product Q&A

Hi- Is there anywhere I can get to Support without actually logging in? I don’t see anywhere I can find a support email address. My issue is with being able to log in, so I can’t get to the tickets or chat.

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?

annaliseNew Participant

asked in Getting Started with GUIDEcx

Can you add a customer logo after the project template has been created?

Hi there, I feel like a crazy person because this answer feels like it should be obvious. I created a new Project from a template and skipped over uploading a logo assuming I could do it later when I have more time and now I can’t figure out how to do it. Is it even possible? When I go to Edit Project Details I don’t see this as a possibility, but I am still relatively new to the platform and definitely not an expert yet! Thanks in advance! Best, Anna Lise

ElanInspiring

asked in Integrations Hub

Using the Managed SFDC Package - How do we map fields?

Our team is currently using the managed package (we have recipe builder). I was wondering if anyone had any ideas on how to create a recipe that populates one field in SFDC. Maybe a batch upload? Any tips are appreciated!

cmelanconInspiring

asked in Integrations Hub

Recipe access to Participants in Participant Task?

In our templates, we have some participant tasks that are essentially “complete this training course”. These courses are now housed in our company’s LMS where the learning management team wants to assign learners to the courses. I would love to be able to integrate where the courses could be assigned to the learners via API calls to the LMS, but I cannot see where information about participants in a task is accessible in Recipe Builder or via the API docs.Is participant info (e.g. email address) something that’s able to be accessed/acted upon within a recipe?

kylegrussellNew Participant

asked in Product Q&A

Manage project team through API or recipe

The current recipe options and API endpoints only allow us to add a customer or internal team member to a project. We are unable to automate adding or removing anyone from the project with an assigned function. Is that something coming soon or that will be provided in the API updated here? I’m also curious about expanding the webhook events to trigger when a project team member has been added or removed from a project.

jjmcdevInspiring

asked in Product Q&A

How to use new Custom Fields as Merge Tags?

I’ve read through the post you had below that touched on custom fields and merge tags and I think I understood it to mean that later this month there would be ability to manage merge tags within the new Custom Fields tab but in the mean time we had to use them in parallel. Maybe I’m confused - but I built all new custom fields and they aren’t on my Custom Merge Tags list - just all of my old custom fields. My new custom fields are not set to internal only. I thought maybe I had to add all of my new ones manually - but when I click on Add Custom Merge Tag - I just get a window with a single free text field. So I’m not sure how this works. Can you help me understand - or direct me to an article?Thanks again for all your help

Mark MitchellEmployee

posted in Integrations Hub

To Scope, or Not To Scope?

I'm curious to hear the approach others are taking to determine which professional services (especially related to integrations) require a full scope, proposal, and approval process versus those smaller requests where this might be overkill. How do you avoid scope creep and manage expectations effectively while ensuring the appropriate level of oversight for various types of requests? What criteria do you use, and what best practices have you found helpful in balancing thoroughness with efficiency? -🦖

jjmcdevInspiring

asked in Product Q&A

Idea: Add a "Group" ability for Custom Fields

Just an idea for the future enhancements in custom fields. Add an ability to assign a “Group” to a Custom Field to better be able to visually organize them into an understandable section. This would be both in the Project Details Window, as well as the Custom Fields tab of the project. For example - I have several custom fields in each of the following phases of the project. Right now I just try to put all the fields in this order - and just have to “know” the breaks/groupings that should be there.Project & Deal Information Deal Owner Deal Type Purchase Type Platform Links to Other Related Systems Zendesk Ticket HubSpot Deal Slack Channel Contract Information Start Date End Date Billing Contact Notes to Accounting Meeting Resources Kick Off Meeting Recording User Training Recording Admin Training Recording Transfer to CSM CSM Assigned CSM Email

ElanInspiring

asked in Product Q&A

This Template Analysis Math ain't Mathin' - please help!

I'm looking at the template analysis report - Efficiency (I’ve filtered down to the template I’m analyzing)I have 9 completed projects, the average duration is 47 days. (At least that's what the report is telling me - see screenshot below)However when I look at my 9 completed projects, add them up and get the average it shows me 32.3 days? I’m not math-magician, but can someone help explain this?My Math: 17 + 45 + 48 + 36 + 11 + 35 + 60 + 38 + 57 = 291 days total / 9 completed projects = 32.3 days on average.

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