Archive

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 formatting of inline survey question.

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.    Similarly, if I sort this column ascending or descending alphabetically, Email Logs and any other Object that is not on Page 1, will not be included in the sorting. As we grow and more System and Custom objects are added to MDA, it would be helpful if the column search and sort functionalists spanned beyond the currently displayed page.  

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

We are developing our nurturing program for existing customers and have run into some bumps in the road about whether to use CoPilot or Marketo to deliver our newsletters. Our marketing team uses Marketo very successfully for email campaigns to prospects and have volunteered to help with customer communications through Marketo. Their argument for Marketo and against CoPilot is based around having one source of truth for opt-outs, bounced emails and spam, and if it ain't broke, don't fix it. I have a hard time arguing against this. I am also considering integrating Marketo with Gainsight to use Powerlists to trigger Marketo campaigns. Does anyone have experience with this? Any lessons learned, recommendations? Thanks, Steve

Add CTA and Cockpit capabilities, not just view them on My Dashboard

A previous CRM that I had used had a sync between the User's email address and all Account's addresses. For instance: If we created a new User with the email address example@example.com, every time that they sent or received an email from any of the accounts that they contacted in the system (account1@example.com, account2@example.com, etc.) the email thread would be automatically posted in the account page in the CRM. The best part is that it was completely automated, so we were able to see all contact from all Users with every account as far as email was concerned. I think this would bring some awesome functionality with automated note taking and email logging. Let me know what you think!

UI Suggestions for the AO query from Mark Ace, Higher Logic. make Account Names linkable to the C360. send email when participant sync completes, as with power lists.

It's difficult to manage overdue tasks directly from the cockpit where the teams go to manage the day-to-day. It's hard to manage or sort the tasks by date rather than by the date of the overarching CTA and to be able to filter off of overdue data

Right now, it seems like we are pulling the label name in the following dropdown within bionic queries in both Advanced outreaches and rules. In the above instance, one is the partner account lookup while the other is the regular account lookup. Any way we can differentiate the two more? It causes problems if the user doesn't have access to the partner lookup.

If a don't notice that a rule is disabled before I go to RUN it, nothing stops me. It lets me run the rule.  I don't get any failure emails or anything.   It's not until I realize that I haven't gotten a success email that I notice the rule never even tried to run because it was disabled. One of the following should happen: A) If I want to run the rule, just turn the rule on for me.   😎 If I try to run the rule, and it's disabled - don't let me go through the motions of actually running it. Preferably A.

Currently only the Lifecylce CTA has the option for reoccurring events. It would be helpful for it to be available on an Activity CTA, as well.

Use case is a CSM will move out the date on a Task that is a part of the playbook and there is no way to track this change or see why the change was made.  Would love to have a way for the user to identify why the date was pushed out.

Hello, Everything is in the title: is it planned for the future to have the possibility of uploading images in the private message section?

One of the good things about power lists was that you were able to create a pretty non varying list and reference it with various outreaches. For example, you could have a power list with all Admins of a product so you can send release notes to them. This was simple because all you had to do was select the power list and you're done, no power list config required. Bionic queries are definitely the way to go but the setup can take long even for a simple list. Is it on the roadmap to save AO queries in a similar fashion?