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USE CASE: In PX, Currently we have the option of pushing the data from PX to salesforce (bi-directional). Using this integration, we can also push the NPS data (scores) to salesforce but only at the Account level. Sometimes, If we limit this data flow to only account level, customers may not be able to perform full personalisation (automatically) as they may want to see the data at the User/Contact level.  So It would be really helpful if we can extend this NPS data roll-up from PX to salesforce at the User/Contact level.    Note: If the User has multiple NPS scores, some configuration like “Average of the scores” would be good to use(Just an example).

Instead of sending an email, it would be great to have the option to send an SMS during a JO program as a form of outreach. The big issue would be spoofing the number to make it seems like the text is coming from the CSM or company number.

This is a subtle thing, but would be a nice enhancement especially for admins who have to manage lots of dropdown lists in the MDA. Right now you can only edit a dropdown list name from this general menu. But it’s hard to know what values the dropdown list contains.      So you click into the dropdown list to see the values, but now you can’t edit the name of the overall dropdown list. It would be nice to be able to (a.) edit the dropdown list name when creating values, (b.) preview what the values actually are when on the menu of all the dropdown lists, or (c.) both.     

One of our Tech people had a suggestion around licenses. We have instances where someone who is not in GS day to day might need access to check something. For example, some on the performance analytics team might want to be able to access it once a month to check that the health score is displaying properly. Today, that person has to be assigned a license. His idea was to create a separate type of license that would be similar to an Admin license except that it would only give limited access to the areas someone would need to troubleshoot.

The only date filter options for Timeline seem to only be for calendar year/quarter/etc. Is there a way to filter based on fiscal year/quarter/etc?

Within this article, it is mentioned that one working with calculated fields in a program, you need to add an account mapping.  Note: It is important to complete this mapping to participant fields so that the Calculated Field will fetch the correct value for the participant in question. Not doing this could lead to incorrect data being queried. You can use a combination of Field and Value to define the filters. a. If users select Field, all mapped participants fields can be used.This seems pretty important yet the product allows you to proceed without this. Can we either make this required or add a tooltip that references this?

Hi Team, I'm raising this community post to improve the notification subject line of connector 2.0 job notifications. As you can see below the connector job is failed , but the subject line just says just "Unified Connectors Notification : For Job : Opportunity Sync_Gainsight !!" . We are expecting subject line to show up in such a way that we can identify an failure from it and add environment/Org name in the notification email. Below is the notification job failure email: >>>>> ---------- Forwarded message --------- From: <xyz@gainsightapp.com> Date: Tue, Aug 6, 2019 at 10:38 AM Subject: Unified Connectors Notification : For Job : Opportunity Sync_Gainsight !! To: <abc@gainsight.com> Hello, your request to import data has been completed. Please find the details as follows :

Hello- we use an outside source (CustomerGauge) to compute our NPS scores. We have successfully transferred these survey results into Gainsight but it seems to be averaging the NPS scores under the customer 360 view. Is there a way to compute the scores differently under the customer view? For example, we would like the score to be computed as - promoters MINUS detractors DIVIDED by number of survey results. 

Team, One of our client is looking to track history of changes/updates made to Rules. Currenlty we are only storing the updated Rule metadata but as per the client they want the know the historic data who had made the changes/updates to a specific Rules in past as well.

[i][i]With Gainsight's new sharing capabilities, you can now share dashboards, C360/R360 sections and success plans. While C360/R360 pages can be shared via CoPilot, you can't do this with dashboards straight out of the box. But....there is a workaround that I'll explain below. [i]Please note that this has a few important caveats that you'll want to pay attention to at the bottom of the instructions. Steps: Create an outreach (with appropriate template and powerlist) to send to the individuals to whom you want to share the dashboard. We'll come back to this outreach later in the process. Using Administration > Dashboard Builder page[list=1] Create a dashboard that you would like to share and enable sharing on that dashboard.  For sharing settings:[list=1] Uncheck - Enable OTP Verification Check - Add an expiration period (7 days)

We are loving the new subscriptions for dashboards!  However, we have several dashboards set up with filters at the dashboard level, and those don't appear to carry over to the subscription email.  For instance, we have a dashboard for Sales Cost Center so that you can filter the dashboard to the sales cost center you want to see the data for.  The subscription sends you all the dashboard data and doesn't allow you to apply the filter.  Could that be something that's added?

I have a pretty complex query in JO that is returning nothing and I have no way to figure out where the system is breaking because I do not have step wise log preview. My only option is to create an exact rule and then try to find out what's going on!

  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;"