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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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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?

KevinParticipating Frequently

asked in Product Q&A

Can clients add tasks to a project?

Is it possible to allow clients to add tasks to a project?

ElanInspiring

asked in Product Q&A

Help me understand this report

I understand that the “Add your Team” customer task has been completed 15 times.It also looks like it has been late 7% of the time… We’ve allotted 3 business days to get it done…Where I’m scratching my head is- What does the -15 days mean?

richard.stoneNew Participant

asked in Product Q&A

Email Template Subject Lines

Does anyone have a list of the default subject lines for email templates?I have new templates that I want to upload but I don’t want to change all of the subject lines and I can’t find a list anywhere of the what the defaults are.Thanks!Richard

asked in Product Q&A

How can I edit the customer's info?

There’s a typo in the customer’s info (email address), how do I edit that?

asked in Product Q&A

How do I edit the company name of a customer?

My customer requested us to change the name of their project and their name in the project because they recently got acquired. How do I edit their Company Name?

asked in Product Q&A

How is the "Project Start Date" and "Project End Date" calculated?

I noticed that these are auto-populated when I spin up a project. How are they calculated?

published in Integrations Hub

Salesforce Setup Guide

In case you missed it, we recorded our session with the honorable Jeff Johnson, Integrations Extraordinaire!In this webinar he walks us through:What the GUIDEcx <> Salesforce Integration can do How to do it yourself How we can help you set it up Q&ACheck it out and let us know if you’d like to set it up!💙 The GUIDEcx Team

asked in Product Q&A

Why am I having trouble adding a template to my project?

I have saved a template from a project plan and it shows up in the templates but when I try to create a new plan, I cannot add the template to the project because it is not showing in the list of templates.

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!

asked in Product Q&A

External Link to Project

Where can i pull an external link to a project that can be shared with customers?

asked in Product Q&A

Will the assignee receive a task assignment notification?

Will the assignee receive a notification that a task has started if I remove the dependency and backdate the task?

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

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?

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