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It would be great if on the Contacts widget we could have a button that would copy all the email addresses in the list to our clipboard so we could then go easily paste it to an email. Currently, we have to copy and past each email address individually which is quite time consuming.

I have to essentially pass a bill through congress to get a salesforce superuser to change anything, like new fields for success plans. The same is true for customer tags:  https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Confi... It would be nice if this was configurable in the Gainsight admin. It would be even better if tags could just be invented by users on the fly and groomable by the admin.  We are trying to quickly label a specific set of customers but don't have a tag for it. By the time my salesforce admin can make the tag the need. We are going to work around this by having folks make CTAs that have a specific name and reporting on that. 

Gainsight's v5.16 release is going out to Production orgs on July 24! The release contains a variety of enhancements, including: Calculated fields for aggregation and comparison tasks are available in Bionic Rules  Option to delete records from the Company and Relationship objects in the Data Operation page CoPilot is renamed Journey Orchestrator and Advanced Outreach is renamed Programs New analytics are available for Programs (fka, Adv. Outreach) View Failed Participants list for Programs Values in the URL Data type fields are displayed as hyperlinks in Reports Draft release notes are available now, and we'll have a release highlights video available later this week.

The product team is making a few name changes in the application effective July 24 with the v5.16 release. CoPilot will now be called Journey Orchestrator, and Adv. Outreach is now Programs.  The new names will be reflected throughout the application when your org is upgraded to July's 5.16 release. The CoPilot tab is now called Journey Orchestrator. The names of the data objects associated with these features have not changed. We are also updating our support documentation with the new names and screenshots, and expect to complete the work by the end of July. 

Given the volume and nature of our CTA's, our CSM's prefer to group them by "Reason Code" in Cockpit so they can quickly focus on CTA's by their type. We use Reason Codes essentially with the same name as the CTA so it's easy to see which CTA it is with this grouping. Now that we are branching out into Success Plans, I noticed that, since we cannot assign reason codes to Success Plans, they show up under their own section called "NA" in the Cockpit. This is messy both from a reporting perspective and confusing for our CSM's when they are trying to determine how to best plan their outreach.

I have a customer that is using Sponsor Tracking and mentioned having a different view for active, inactive, and all contacts instead of just having all contacts (wether inactive or active). 

Currently we do not have a way to track a sponsor who has a special character in the URL.  When you try to track these sponsors it sits in a pending status.  It would be nice to be able to track these sponsor or if we cannot maybe give some sort of error instead of letting this sit in a pending status.

I know we have the "hide in reporting" flag in MDA, but it would be helpful to also have a "Filterable" flag so that a field may still show up in reports, but not be able to be selected in filters from a dashboard. We have end users trying to use fields as filters that aren't giving them expected results because they just don't understand the data. Especially this is true for fields we are using operationally for backend utilities, but aren't necessarily needed for front-end user use. It generates a lot of "noise" so it would be helpful to hide these from dashboard filters only.

Currently the scorecard components can only be positive numbers between 0-100.  However, one of our components in NPS, which can be from -100 - 100.  In order for us to show this, we have to transform the NPS score into something else.  This makes it difficult for users to understand this scorecard component.  Can we allow negative numbers in the scorecard components?

I've received a request to allow survey participants to respond multiple times per email. This is for a brief (2 week) client beta participation, so we'd like our participants to be able to click through the original email to give feedback whenever they feel the need. My understanding is that this currently isn't possible because each email is associated with a specific participant ID, so once they respond the survey is closed to them; if we emailed them again the next day, that would allow for another response but that would get tedious for the clients for obvious reasons. Has anyone come up with a workaround to something similar?

In the attributes section on the C360 - I am unable to make customer info managed fields editable (such as ASV, Users, ARR, MRR, Orig Contract date etc.) Is this by design? Can this be changed? I know these fields are generally maintained by rules, but would be great in unique circumstances to allow a user to modify these fields.

Hi all! I like the option to send PM's to a large group. But without typing al of their names manually. So i see some other options: 1: add by Ctrl V, just paste a list of names from the export. 2: add by uploading CSV/Excel vile of the names 3: add by selecting criteria: Rank, activity, registration date's etc. (and combination of these) For example: sending a mass PB to alle users who registered last month, but have 0 activity ( topics or reactions) - this would help with activating them to come back to the community and directly lead them to a specific topic or categorie. What do you think? 😃

Posting on behalf of a customer. It would be nice to filter rules about a certain field being used in the setup or action. It would help to determine impact if a used field is to be modified via MDA or SFDC.

If you navigate to Admin > Dashboards >  Three Dots > View As > Assume User You are greeted with the list of Dashboards that user has permissions to. It also appears that because you are in a "view" mode, the option to remove dashboard permissions is "greyed" out and you cannot remove permissions.  I have a request from a customer to allow the super admin the ability from the "view as" mode to remove dashboards like you can when in regular mode. 

Using Sally I should be able to search account assigned to a CSM For eg: ABC relationships for XYZ CSM

Currently, both C360 and R360 timeline activities get synced to the Account object in Salesforce.  We have a separate object in Salesforce that we actually keep all our 'Relationship' level information in and would like to be able to map the R360 activity to the corresponding object in Salesforce.

Right now in CoPilot it is not possible to log emails to Salesforce if the power list is sourced from MDA data. Is this something that is on the roadmap? Is there a reason why this is not possible? 

When creating a CTA action, I find that the "Include in Identifiers" checkbox next to the CTA name field is often overlooked. What this causes is confusion when CTA rules fire and customers either don't see any action taken, or they notice that an already existing CTA with the same "Type" and "Reason" is updated with the details from the most recently executed CTA. Is there any future plan to have the CTA name identifier selected by default, as I almost never see a use case where a customer would not want this selected? Thanks

I'm trying to create a report on our Google Analytics data that excludes the 'system users', where our product is accessing the product on our customer's behalf to do nightly automated tasks. I like having those pageviews in the data, but I don't want them in this particular report. Those users are identifiable because their username begins with "ss-". I can filter a report for "contains", "does not contain", or "starts with", but I can't filter it for "does not start with". I tried to add the "starts with" filter and then change the advanced filtering logic ("A AND B") to "A NOT B", but I got an error that that expression was invalid. So perhaps this feature request is really to support "NOT" logic in those advanced filtering logic, which of course could also be useful in Rules, Power Lists, etc.

This request is to be able to change what time the job that moves people from partial save to submit when using partial completes in surveys. Right now, this job runs overnight. This is usually fine but a use case came up that kind of causes an issue. Say you have an AO built like the one below https://cl.ly/2p2Q0Z2T3A1F This AO along with the second conditional wait would send a thank you to NPS promoters. However, if they partially respond(but answer the NPS) they would go into the survey completion wai

Can we have an option to choose Advance outreach model while creating a survey in Survey 2.0. Currently if we use a NPS question in our Survey by default it selects NPS survey model and creates an Advance outreach. If i want to use Generic survey for the same then i have to create a new advance outreach and select this model

Love the text analytics but we have a perpetual survey that runs and there is no way for me to look at the text analytics Q over Q or M over M. Please add the ability to filter the date range of the text analytics by response date. 

Some of our active community members suggested that the start new discussion button that hovers over the screen on mobile version of the community could be hidden when user is writing or editing a post or a comment. Especially on certain phone models this button seems to a bit on the way when trying to post something on mobile which is off annoying for the people using the community actively on mobile. Below example is from Samsung Galaxy S9 and Chrome (67.0.3396.87).

Currently, our inline survey functionality in AO gives us the ability to post a single question in the body of an outreach. Despite the fact that the question is present in the template, we are still redirected to a link when we try to answer the question. I'm wondering if there is any planned functionality to allow this question to simply be answered within the body of the email versus being redirected?

I am trying to export a report in report builder. It shows the first N number of rows with data in the table. When I export, it appears it will work, but then the email that arrives saying something like this: Subject: Gainsight Report Export failed Your request to export [NAMED OF THE REPORT] report failed due to the following reason(s)  : Invalid report details to export <EOM> It will be good if reason or error code is mentioned which causes the failure of report. For E.g.- Due to exported CSV size, Data Corruption or any other reason. which will be helpful to know failure reason and on immediate basis end user/customer can use alternate option (like Use Bionic Rule to export report in S3 Bucket, etc..) Let me know if you need more information.