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  This is a general ask by the user, let me know if it is possible or not?   Basically trying to send an NPS every 6 months to a specific type of contact so I created a program and the list of users is populating correctly however I only see an option to schedule source with months as the longest option. I want to trigger it every 6 months. Also if program is not the best way to do this please guide me.       

Hi Team Currently when a email template is sent via JO it will delivery to the participants as it is, But one of our customer is expecting to deliver the email template as a form of PDF .    The use is case sometimes the email template is not rendering properly in few of the email clients.So if the template is converted into PDF and sent to the emails then they can over come this issue.   Please let me know your thoughts 

Problem: The only way to grant PX API access to an engineer is to give them 100% Admin control over everything in the platform.  I love engineers (used to be one) but come on...I don’t trust them that much.   Solution: Add role-based controls for API access.  Please make sure read-only is an option vs. read-write.

I know there are several posts out there about this, but are there any updates about the possibility of expanding Email Assist capabilities? We have lots of use cases for this functionality, but are significantly limited by two things: 1) The limitation of only sending an email once per CTA. 2) Having to associate a CTA with a specific account. We want to open up limited functionality to allow CSMs to send certain templates to their clients or to Power Lists. Right now, we have to give them access to everything or nothing. Any updates would be much appreciated.

It would be great to have emojis as a feature for email engagements. FYI - @ryankapur from atEvent   In this example,  the email is sent from Confluence regarding a new release. I've attached a screenshot of the survey (and a 2nd screenshot of the page which appears when the user has interacted with one of the 3 emojis)  

We have our previous Q1 and Q2 NPS survey results uploaded via an excel sheet within NPS section. Those surveys were not created within GS. The new NPS was generated using GS Survey 2.0 functionality and we are tracking the results successfully within NPS 2.0 and have also enabled the results within C360. How can we move the previous quarter survey results into NPS 2.0 ? This will help in our analysis comparing the results for the previous quartera as well. I was going through the documentation available here : https://support.gainsight.com/Surveys/Surveys_2.0/Migrating_Surveys_1.0_to_2.0 but this mentions about migrating surveys created within GS. Thoughts ?

While reporting, if I have a 'By' field, then the report builder does not let me have more than 10 'Show' fields. I have a customer who has to export the data to excel because of this limitation. Can the PM please let me know why we have this limit of 10 and if there is a workaround?

With the release of Templates 2.0, we lost the functionality to edit the hyperlink text within the link editor, just by clicking the existing link.  This makes it more difficult to edit links within a template.  Can that functionality be restored?

Could we allow formatting on question text? e.g. like bolding certain words or applying bullet points. This way we can highlight question context and make it more presentable to customer who answer our questionnaire.

It would be amazing if we could add TAGs to personalize a survey question ie "Please rate the following experience with your [insert CSM name here]? 

One of my customer (Asaf Alshech) from the account (Bizzabo) is looking for the removal of Gainsight watermark (logo) from the survey page. This will help them to send survey from their own company own to the customers.  Currently, The Watermark "Powered by Gainsight" is controlled by the javascript and cannot be removed. 

I tried to paste in some HTML from a different editor, but it turned [i]<td background="[i]https://cdn2.hubspot.net/hubfs/215600/Analytics_webinar_background.jpg"[i]; bgcolor="#4c4f53" valign="top"> [i] into [i]<td bgcolor="#4c4f53" valign="top"> Any ideas?

When we use links with "&" in the URL, the html editor adds an extra set of text "amp;" after the existing "&" When the link gets clicked by the recipient, this redirects them to the wrong place.   After I add my URL to the link editor, I have to then go into the html to delete the extra "amp;"

The Email Template section in CoPilot is very hard to navigate through when we have 40+ templates.  Adding an organization structure would be incredibly helpful here. Looking at the structure of the vault templates, something similar and customizable would be very helpful.  

I'm having trouble interpreting the documentation on CoPilot Email Coding Guidelines here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/... At the bottom, the heading says "Why Inline CSS", which makes me think Templates 2.0 supports inline CSS.  However, whenever I paste my my style tags into my template, the rules are deleted.  In the documentation the text in the paragraph states "move all CSS class attributes into inline for individual elements".  Does this mean that the email editor does not support inline CSS, but rather favors inline styling?   This feels like semantics to me but I wanted to make sure I was interpreting the expected behavior correctly. Thanks!

We commonly use variants for a template for translated versions of the correspondence. It would be great if we could be able to have an association to a field automatically happen across variants when we make a first association with a customized display field. For instance, if we go through the trouble of changing the name to First Name across all variants, we would like all of them to be associated to the field called First Name when we build one association. That would save a lot of time! To ensure it is intentional, this would only happen when we personalize the display name.

We're hitting issues where when using the WYSWYG editor in co-pilot, the email formatting is breaking when displayed in various email clients. Is there any coming workflow or integration (such as Litmus or emailonacid ) that will let us test in multiple email platforms from in the app? Sending manually and running multiple a dozen+ platforms isn't really feasible 

Our team works in success plans every day, and we are surprised that we cannot link the tasks on objective level CTAs to Salesforce.  We are able to sync the tasks of other types of CTAs, just not the objectives.  Why?

Hi Team, I have a use case where in one of the customer is trying to trigger a rule via an Event, but in the rule execution history it is showing as "Scheduled or Manual" and Customer wants it to be shown as "Event" and if possible, the topic name as well. Is this in our road map to show this?

I'm having trouble understanding how to design pages to incorporate our branding as well as how they relate to surveys. The documentation on sites and pages is very lackluster - aside from this documentation, I cannot find anything better detailing this. I'm not clear what the different page types are and even though I associated a survey with a site, the survey doesn't reflect any of the branding of the page nor does the survey reflect the logo selected on the Additional Configuration page. Can anyone share how the were able to update the branding of their Survey (2.0)? Attached is how the page previews, vs how the survey previews

Sometimes after you’ve uploaded a list, mapped the participant fields, saved the email settings, synced the contact list, map the tokens and filter the variants, you find a typo in a participant field. You’d think you could simply upload a new CSV over the existing one, however you’d be mistaken. Instead, you have to delete the loaded one, reupload, and complete all steps above all over again, just to correct a single field value.

I'm trying to set the font-family, size, and text-decoration for my button in a CoPilot email template.  However, it doesn't appear that the changes I make in the html are being saved or applied.  Is there a way to format the button text in this way? Changes to html: After clicking submit: Re-open the html editor: The reason I want to edit this format is because when the email is received it appears as serif font and doesn't look good: Any help would be greatly appreciated! Thanks, Kate

Currently we’re limited to paying a third party to code email if we want to have images display inline with text or stumbling through trying to code it ourselves if we want to have images appear inline with text rather than having an image appear in the middle of a message.  It would be great if the design editor supported text wrapping so that images could appear inline with text and be a great cost and time-saving feature for us as well. Picture of lanterns with light. tex: You may have had the chance. 

Currently users can upload a file to an activity, but unless they know it's there, it's hard to find/know about. I think it would be useful to have a file section to upload files to a “project” (relationship) ( i.e file section that exists in SFDC under opportunity).  Is this possible? Has anyone done it? If so, it would be great to know how.

Hey Guys, I have been speaking with a customer who would like the ability to add two emails to the Reply-To section of an Outreach. That way they can have the email go to the CSM as well as a group mailbox the CSM is not on for example.