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We are trying to setup separate email campaigns for customers based on what link they click in an email. The links would either lead to more self-service styled or more human assistance. Is this something that is possible in CoPilot currently?

Some of our customers would like the ability to sync associated contacts with Salesforce Task sync in CTAs. Right now, Gainsight does not have the ability to do this. The problem is, everything seems to work correctly, without the contact officially getting synced to SFDC. Thanks for the help!

A customer came into chat and mentioned that they are trying to test a C360 layout and wants to assign to themselves before making live for the other CSMs. The issue is that they are using an account level filter to assign layouts for current customers. When looking into this functionality, I'd have to remove all of the current filters and switch over to the user assignment strategy just simply to test. Two ways to fix this: Allow for multiple C360 layout options (for example assign this layout based on the segment, but this layout based on the users "role").  Allow for a "Preview" option for C360 layouts in the same way that you have previews for dashboards. This eliminates all the need to re-assign layouts just for testing purposes. 

I'm creating a new C360 layout, and need to be able to filter with "contains" instead of just equals, and that doesn't appear to be currently possible. 

Hi everyone!  I've seen multiple post regarding being able to set Column Width in Table Reporting - but nothing regarding the row.  We have a few Dashboards that display the Notes or Comments - and if the CSM (or Other) is copying/pasting their email chain, the row expands out the Report/Dashboard making it not very appealing. While we use the Notes/Comment section in a few of our reports, it is ONLY meant to give a preview.  So being able to set the width of the row, would be awesome, and keep the reports uniform! :) [Similar to how Timeline has a set column/row width - being able to duplicate this for table reporting would be amazing!]

It would be awesome if while creating a CTA, you could tab to CTA Type and then use the arrow keys to select the reason.  Then continue to use tab in the same fashion for the remaining drop down items.  Rather than using tab for the text fields - and then the mouse for the drop downs.

For some of our rules when we're only needing a [i]few accounts - that really don't have any common factors, it would be awesome there was an easy way to copy a filter that you already have in place.  [i]Granted it doesn't take much work to also just drag the same filter field over x times - but hey, just a thought. :)

Users should be able to recall mis sent emails, sent through Advanced Outreaches

Till now we are allowing only date format (excluding time) in custom fields section of AO because to get rid of timezone ambiguity if emails were sent to users following different time zones! Request to include date along with time format in custom fields section!

Hey GS Community, I have a customer that wants to be able to pair different fields in Salesforce with certain CTAs, surveys, and/or notes so that the account managers do not have to manually update fields themselves. For example in a survey, if a customer responded a certain answer to a question, the chosen Salesforce field paired to that question would automatically update based on the user’s answer.

It would be very useful to have a Read-only permission for Co-pilot email templates.  I would like my team to be able to view a repository of templates (i.e. use Gainsight to store templates vs. Drive or Confluence) and have them only READ these templates. Currently the permissions are to only EDIT or View titles.  There's no way to VIEW an email template w/o Edit rights.

In C360 section, client is expecting that based on the selection in ‘Churn Risk Category’ which is the ‘controlling field’, the values available for selection in ‘Churn Risk Reason’ would be filtered based upon how we set up the field dependency in customer info object. This works fine when we preview the Customer Info record in Salesforce, but when we go through the C360 interface, we see the all picklist values in the dependent field ‘Churn Risk Reason’ regardless of what is chosen in the controlling field Churn Risk Category. Here’s video recording link to understand the requirement : https://cl.ly/1W3H3T0I3l0g So user is requesting to post as an enhancement request where the dependency filters should be applied on C360 page as well to avoid any unexpected picklist to be selected.

I understand that a user type field cannot be configured as a picklist. I would think that would be a valuable enhancement and would like to suggest that as an idea.

Hello Team, Sending an email via AO is great but it is compulsory to have the acc or contact id populated to make it personalized. Our requirement is to send generic report and we donot wish to make it personalized. Any thoughts if this can even be done? Regards, Jahnavi

As a Gainsight admin, I need seamless integration with Gainsight users and Sally Slack so I have an effective and efficient onboarding experience for new users. Acceptance criteria: All Gainsight users automatically have access to Sally Slack. #high  public post here: https://community.gainsight.com/gainsight/topics/automatically-enable-sally?rfm=1&topic_submit=t...

In Copilot Powerlist overview page each powerlist lists the name who last modified the Powerlist. See Image. It works fine when someone modifies it, however, on a scheduled powerlist refresh, name changes to the OAuth User. It is really difficult to assert responsibility of who modified it and is incorrect. May we have a text to say who last modified it and last refresh date?

With this new formatting option (or even independent of it), is there any way to control the width of the inline question in the email template?  This looks fine on preview, but stretches waaaay out when I actually send a test email.   Note: This conversation was created from a reply on: Edit f

Primarily this is to accelerate testing the addition (and upcoming removal) of intended recipients in AO mailings. Right now, the faster frequency available is daily, which stretches our testing delays.

A few customers have asked for the ability to draft template emails via copilot, but for the final "send" button to reside with the CSM. So - the CSM gets the final say on when the email is sent, but does not have to take the time to draft the email contents. 

We would like to have the ability to filter on custom fields from Account object activities in the Timeline tab. One of our CSM's has a focus on a certain type of customer (denoted by a custom field on the Salesforce account layout) and he'd like to be able to filter for the activities on this custom field.

If searching or sorting MDA Objects through the column search/sort, results will only be returned for the current page your on. For example, in our GS instance searching "email" in the Object Display Name column hoping to return Email Logs, the only result I get is AO Emails.  Because the Email Logs Object is on Page 2 in our instance, search didn't pick it up as a result. 

We would like to see the ability when using advanced formulas to be able to divide by the number of column that have data v having to choose a set number. IE Column A 4 Column B Null Column C 2 We would like the average to read 3 instead of 2.

I'm reaching a point with Cyberduck that I can no longer reliably load the MDA-Ingest/Archive folder without it slowing down Cyberduck by quite a bit. The Archive is fantastic because it allows me to see what exactly Gainsight ingested on a specific day, but if I can't get in there or search it efficiently, its value drops to zero. By sorting this into a year/month structure, it would allow a reasonable amount of files per folder to be easily reachable. It may even be worth it to include a day folder as well. Thanks for your consideration

It would be nice to have the ability to add an image of a given customer's workflow for documentation purposes.  In the image below, I have drafted this as an addition to a success plan. However, I could also see this being added as a separate tab on the left hand side of the page.

Hey folks! I'm trying to make a custom view in Cockpit where I can see the CTA's that are due today and any that may be past due. I thought I had this working, but noticed today, I had one past due task within a CTA that wasn't populating. Here is what I have for filter settings... A. Assignee = (me) B. Snoozed = false C. Status Reporting Category includes Open D. Due Date <= Today Currently I am only seeing CTA's with tasks that are due today and not past due ones such as those due yesterday? Any help on getting this filter criteria setup would be most appreciated. Thanks! Josh