Archive

Hi.Just thought an idea which is, display the Program State in Email Templates” Dependencies Screen.Right now, in Email Templates we can see which programs are created or used this particular Email Template right?Example Screenshot:If we click that, the 12 Programs will show up right? So in that window if we can show the State of that Particular Program would be good.Screenshot: So in the same screen, it would be help if we can display the Program State Symbols(Draft, Scheduled, Active, Stopped, Paused)  

Hi Team, We have ability to configure layouts for different Timeline Activity Types. We can move custom fields but the predefined fields like Subject or Activity cannot be moved, yes we cannot remove them  and move them as they are mandatory but user is looking for changing their order in the layout. So sharing their feedback here. Thanks,Prathap

As a Gainsight Admin, I would like to perform Case-based conditions within my dataset in Data Designer in order to perform a simple % calculation but I am only allowed the following Operators: Equalsnot equal tois null is not nullCan we please consider adding “Contains” or “Does not Contain” on the short roadmap in order to handle long product name strings? In the same breath, is it possible to please have the ability to add custom fields to objects created by Data Designer? This would solve for the need above. 

Problem statement: Not being able to add account object fields to rules loadable available fields.Reason: This required isCreateable permission on the fields.Workaround: 1)Grant "create permission" and move the fields over to available fields then remove the create permissions.2)Share the list of fields that needs to be added to the Gainsight team, so we can add them through the backend(add these fields to the available fields).Expectation: To come up with a long-term solution for the problem statement. i.e not to look for creatable permissions on fields while adding the fields to available fields.

Posting on behalf of a customer: There looks to be a UI issue with the outlook add-in for Outlook 2002 Desktop, despite things being up to date regarding OS, Outlook, and plugin. Given in docs its mentioned we support 2013 version and up. This post is made to help get support for Outlook 2002 Desktop to fix this. 

It would be great to be able to move the eye and pencil to the beginning of a row in the opportunity view instead of the end. This is a continue ask from our CSMs. 

Our PMs use Loom to record how new features work and I really really want to embed these posts within our community!

Hi All,Is there any way to only show specific email templates for specific users as well as by specific CTA type?Also is there a way to expire the template after a specific date? (like an event email that would expire after the event is completed).  @Lee Peterson 

Have the ability to add a value to the Status field on MDA Relationship Object. There are so many more values that describe the status of a customer then active, inactive. Since we have more values we are now stuck creating a second custom Status field just to accommodate.

I would love the ability to embed an HTML code of a presentation from Canva, into an article in InSided. An embeded canva presentation would allow community members to scroll through slides of a presentation, and would allow updates made to the presentation to update automatically in my community article. 

Hey Team,We noticed that the new Zendesk Connector doesn’t pull important fields such as Latest comments and Resolved date as they aren’t a part of the Zendesk Tickets Collection. These are important fields and useful in increasing the functionality of the Connector in comparision to the previous Zendesk Connector. Do let us know if this is something that can be pursued in the product.

When we create a guide that starts from a certain feature and there are two ways the user would like to proceed with the guide, we don’t have the option to present it to the user unless we lead the user to a separate engagement.  here is an example: Is you content promotional or operational? promotional → new content/ previous content….                                                                           operational→ 

It would be great to be able to see an Edit History for questions/ideas/replies. I know Version History is available in Articles. Thanks

This is more of a “nice to have” but it would be ideal to have the emoji used within the article posted pull through to the homepage widget message preview. For example, within the article the emjoi is clearly visible:However in the preview, the emoji has disappeared:  

Some customers use the community irregular and don’t remember their username for login. It would be great if they can use their email-adress as well.

We are licensed for FontAwesome and would like to use those icon sets as opposed to images or Gainsight’s defaults as available. FontAwesome is one of the most popular and most used web fonts and is used for the purpose of iconography.

Current situation:The Company Object cannot lookup directly to the SFDC account, therefore, we need to import fields from salesforce to use in reports and rules.  This is done hourly and is a big constraint on the system prone to errors when there is a Salesforce upgrade or changes in Salesforce.  Here are just a FEW of the RECENT headaches I have personally experienced with the field duplication in Company vs. a lookup:Salesforce deletes fields that are imported with Gainsight Connect and the job fails Company field is a different type (such as String) than the Salesforce field (such as picklist) and I can no longer use 1 global filter for reports that use either account (CTA) or Company (Scorecard) to surface that field Note: I tried to create a new field with picklist type, but the string field is embedded in so many workflows that we cannot remove the mapping from the string field, and we cannot use the same account field to map to 2 Company fields Request:Allow the Company Object

Very pleased with relationships. To make it even better would be to have relationships within a relationships (a tree data structure). Our customers are provisioned application environments (relationship level 1) and those applications have various modules and feature (level 2 relationships to the application level 1 relationship). Maybe there is another way others have found helpful to manage, track and act on “sub-relationship”-type features/modules? 

Hello fellow GS admins, In an attempt to make CTAs and tasks a bit more suitable for a project management use case, we added a new custom field to the task object, called “Completed 0%”. This is a drop down field, and the user will manually select the value. The question is, is there a way to mark a task completed by selecting the “100%” value in the dropdown field? Is there a way to trigger something like that?  Thank you,Tal

Our CSMs have various playbooks that are associated with different CTA Reasons, but currently the system only allows Playbooks to filter based on CTA Type. In order to provide a better user experience, it would be helpful to allow for admins to configure playbooks to be dependent not just off of CTA Type but CTA Reason as well to reduce the number of playbooks selectable to only those that apply to the Reason.

I’d like to create a report that shows @mentions for specific executive users. The Activity Timeline MDA object will not allow filtering by notes field. This should be a relatively straightforward report where Notes contains @username. Any workaround I’m overlooking?  Any reason why report builder will not allow this query?

Can the weekly Gainsight usage report be adjusted so we can filter out view only licenses? Or have another set a report that excludes view only licenses?We cannot really use the Gainsight Weekly Usage reports because they calculate adoption for both full and view only license users.In our realm, Full Gainsight License users have different usage behaviors than Gainsight View/Read Only license users.  Therefore (for us), it does not makes sense to benchmark them the same as full users.  Full users have more steak and responsibility in Gainsight where view only users just need to periodically view information.  View only are usually granted to the Sales team or any other miscellaneous team that does not heavily engage with the customer or may just need to view / read data.  

Is it possible to display dates in different formats when used in email templates? For example, we want to automatically send a renewal reminder to a customer when the renewal is due. When referring to their renewal date in the email template we want to display this in a more human friendly way. So a renewal date of 02-28-2021 would read February 28, 2021 or 28 February 2021.Thanks for letting me know how to do that!

Hi Team, It would be great to be able to give access to a single journey to a single or multiple individuals without giving access to all journeys to everyone. We have multiple teams using Gainsight and certain teams should only be able to see certain journeys or journey analytics. 

Use Case - When creating Success Plans, Objectives (or CTAs) are created. From there, one creates a Task to submanage the details. Because these Success Plans are often complex, a particular Task will often have many needed details, people involved, due dates, etc. Currently, you can’t track those Task-level details in Gainsights. The current method is  to manually enter in that info on the Description tex field of the Task which gets cumbersome and untrackable to be candid. The Timeline workflow is pretty robust but is only associated at the higher level (Objective level). The problem - How to track all the followup details (calls, meetings, events, etc.) at the lower Task level. It’s a project management type need commonly solved in products like MS-Project or even to-systems like Asana/Wrike.Possible solution - Create a Timeline type workflow to be linked to the Task Level. Thanks for the consideration and dialogue.