Archive

What:I wish we could have several or independent Ideation modules. How:For example, we could establish Ideation modules based on products:Product A have “Product A Ideation” module in Product A category Product B have “Product B Ideation” module in Product B category And so onIn “Product A Ideation” module there can be seen only Product A related ideas, in “Product B Ideation” module can be seen only Product B ideas, and so on.I can grant access to the “Product A Ideation” for certain users, and access to the “Product B Ideation” to other users. And so on.Note: As a admin I can choose to use just one Ideation module (for everything) or several modules. Why:There are use cases where you want to build just one product at the time.Or, there are use cases where you want to define user groups who can share ideas and from which

When using the automatic milestones there is an option for the NPS Change. When this is active, you cannot have the NPS Survey Settings set to last 180 days.  We should not be able to make this change under survey settings without warning that we are stopping the automatic milestone.  You don’t realize the milestone has stopped until you look at the milestone (not the survey).  

Requesting to add more options to the column view, specifically Till Date. 

I’m using Gainsight NXT and when I create an URL field in C360 that is editable, it is not clickable. Whenever I click on it, it makes me edit the field. Only when the URL field is noneditable, is the field clickable. I created this field to input external links for easy reference. I feel like by not being able to click on the URL field, it defeats the purpose of the field. Is there a workaround? 

Currently to import a translated engagement one must pause the engagement and then import it. It is very painful especially when translations take longer times and English/source language do not want to wait for the translation to come back. Also, it is painful for import bug fixing on translated engagement. 

One of the “features” in the new C360 replaced all of the checkboxes with picklists. This results in a clunky, painful to use ui. Is there a plan to offer checkboxes instead of picklists for things like the contacts section? This would also be useful on the CTA screen, as we use checkboxes as quick indicators and the picklist functionality is cumbersome.  

Thanks for implementing the Funnel chart in Horizon Analytics. But, still it doesn’t serve the purpose. The funnel chart must have the ability to do the cumulative calculation. What I mean is, when I build a funnel chart, I should have the ability to define the stage 1, stage 2, stage 3 and final stage. Lets say, if there are 20 Opps in Stage 1, 30 Opps in Stage 2, 25 Opps in Stage 3 and 50 Opps in Final Stage. The chart should show (20 + 30 + 25 + 50 = 125) 125 Opps in stage 1, (30 + 25 + 50 = 105) 105 Opps in Stage 2, (25 + 50 = 75) 75 Opps in Stage 3 and 50 Opps in Final Stage. By this we will be able to understand/visually see how many opps were there in each stage in a given period.   

Issue: In the new template builder I’m trying to configure a text section that has multiple bullet points (headers and subtext) as well as certain bullet-point items with multi-level hierarchy/indents. While I can configure the bullet-points as needed, a problem arises when I try and indent the text below the bullet-pointed heading so that it is in line with the heading. Any text indents I do are cascaded to all of the bullet-pointed items below it.In the original template builder indents could be confined to highlighted text and would not affect the text below it.  If you’re in a situation where you have a complicated bullet-point setup do you have to do individual text containers for each bullet-pointed item to prevent subsequent bullet-points from being inadvertently cascaded?  Here’s an example of what I’ve been seeing.Ask: Based on

Currently it does not appear that you can embed small images inline with text in the new template builder. In the previous iteration you could do this, but since the new template builder is so containerized, there doesn’t appear to be an option to accomplish this without heavy use of custom HTML.For instance, I was not able to do this in a template.. I had to say (looks like a funnel): One potential workaround might be to allow the uploading of images like that as custom emoji’s since emoji’s aren’t treated as images and they can exist inline with text. Slack allows this and it’s pretty slick.

In the Global (and other) Cockpit you can sort CTAs by CTA Owner.In the Global Success Plan view, you cannot sort by Plan Owner.Would be great to enable this ability - as well as full parity between Cockpit and Success Plan views. 

Would love to see more capacity for filtering in Data Designer.  We are currently locked at 26 items.  Complex data designs often require additional filters.   The worst case scenario (which I just faced) is needing to add a filter to an existing item and the filter count is maxed: I then had to rebuild the elements and reports, which required additional testing/approval/etc rather than just adding an additional filter.

It would be great if we were allowed to have disconnected branches that are ignored by the rules engine. Use case: I am building a rule that requires substantial planning for future years, and it would be in my best interest to go ahead and build out additional years.  I am not yet ready to use the information.  I would like to “store it” in the rules engine for later use. Additionally, it would be beneficial in trying to review how the data is pulling as you build.

It would be fantastic if we could see the original names of items and paths on the drill down reports.  Sometimes, if a name is changed, it is very difficult to figure out what field exists on a report.   In our instance, we have lots of lookups connected to items like Salesforce, and renamed items with nested information is VERY difficult to navigate!

Currently, while adding slides to an existing success snapshot without updating the template we have to clone the existing slide and then update the template. This is perhaps considered as the only way to add a new slide(s) or make updates. We would like the ability to have an add slide option to the existing template, without making any changes to the other tokensized slides.  This would make the success snapshot creation/updation effective and efficient. @abhishekdruva @rahul_prayakarao @Neha Gupta FYA

It would be nice to allow our CSMs to upload/select their own Customer Branded PPT template when creating a Success Snapshot. Currently CSMs have to export and then copy and past a lot of info into the customer branded ppt for their QBRs.

Group Tags do a cool job to visually group ‘Groups’ on the Groups Overview page UI ?Currently the Group-tag selection does not reflect in the url which remains a static mycommunity.com/groupsBut, with Custom pages we would need to be able to serve up the tagged-results for the specific Product/ProgramAnd that would need the Tag to be passed as a query string to create a unique url for hyperlinkingwithin a content (like we have for Product Areas), and also a widget that does that in the backend and we get a curated list on the widget.So for the Custom page for product A, or for a program, we’re able to show:Discussions, Ideas, Events and Groupsrelated to Product A tied to a landing experience.

We are trying to streamline our user management across various systems including Gainsight and have structured this process so that user management for all systems routes through one user (with a backup). I attempted to create a dedicated ‘User Management’ permission bundle giving access to these responsibilities to that user however discovered that to add users you MUST be a superadmin. IMO these are two very different roles and we open up a lot of risk within our instance by giving someone who is not a trained admin superadmin capabilities just so they can add users to the system.Please allow us to permission adding users to those outside of the superadmin role. Thank you!

We would like to be able to choose which types of activities are sent to slack via Sally subscriptions, right now the setting is just a Yes/No, and too many updates are being sent to slack. This would help us tailor the types of activities we’re notifying people about  

I’m really not sure how I didn’t encounter this issue sooner 😅I assumed this functionality was a checkbox in the survey admin somewhere since similar functionality exists in program settings (wherein I can allow participants to enter the same program after “completed” status). I have a JO program that I used for onboarding new customers. These customers are prompted to submit a GS survey. The survey gathers relatively simple but foundational information from the client. Information that’s relevant whenever the client renews as a customer too. So I configured the JO Program to allow the same participant to enter the program after they've completed it once. The idea is that the client renews their contract and then enters the onboarding program again. but it seems that when the same participant is sent the survey for the second time, they are told by GS they “already filled out the survey”. After chatting with GS Support, it’s looks like curre

Hello,We have created a custom object to display data on the C360, like # of active contracts, and it would be very helpful if these widgets worked the same as the dashboard widgets. Users should be able to click on the widget card from the C360 and have it open a drill-down report for more info rather than having to navigate elsewhere to get the info they need.I can imagine this would be very helpful for any KPI you’ve created as a field widget on the C360/R360.Thank you!​

PX's current functionality only includes Adoption, In-app Performance, and Email Performance reports under Email Reports → Custom Reports. Can we have survey performance reports also included here? 

We have initial delay option in dialog engagement. Can we have this option for survey engagements as well ?  

Hi there,Real-time sync job doesn’t support calculated fields (which contain a formula built in DM). I realize it’s “logical” because they don’t contain values per se.However, this would be handy. Could this be made to be supported, i.e. update event would be triggered whenever the fields used in the calculation are updated?Thanks!Alizée

It would be great if CSMs had a quicker way to manually add a CSM to their calendar vs having to open the CTA, go to the upper three dot and select that option.Include an “Add to Calendar” / “Remove from Calendar” button to the Cockpit list view.  

I’ve received feedback from CSMs who used to live and die by the Cockpit Calendar View pre-horizon that they wish they had more granular options to group CTAs in Cockpit List View, beyond just “Today” “Next 15 Days” and “Upcoming”I realize Gainsight isn’t bringing back the Calendar view and that the direction is to use Calendar sync, however for CSMs that have a lot of customer accounts, this can really clutter up their Outlook/Google calendar view.A good compromise would be to allow the addition of additional cockpit groupings i.e. “Tomorrow”, “Next 7 Days” and the ability to group by Due Date displayed by the actual day.  Also they REALLY don’t like the “Due in 2 Days”, “Due in 3 Days” stuff either. Add the ability to display the actual Due Date.