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When a success plan is shared with an external contact; they receive a link to the success plan as well as an email notifying them about their Gainsight access. This seems confusing to the contact. It would be nice to be able to disable this alert email that only services to confuse contacts on why there is another company sending them an alert that they are a new user. 

Might there be support for geocode functions in reporting/rules/outreach on the roadmap? Use case:  Using Gainsight to send invites to contacts when we host in-person events such as Lunch and Learn.  We would want to target customers based within X miles of the event.  I'm sure there are other use cases. SFDC customization example: https://success.salesforce.com/answers?id=90630000000430PAAQ Thanks

I have a customer that is trying to figure out specifically where the survey was responded from, if we had IP tracking enabled for survey responses we could pinpoint the location and where this was done from.  Maybe having this as an option for tracking instead of mandatory might be a better solution or if you have another idea on how we can pinpoint if an internal user or external responded outside of the emailed survey.

When I am building criteria for a Rule in the Rules Engine, the Preview Results is a very handy tool to help me determine if my criteria is on point or not. This is sorely need for Power Lists in Co-Pilot.  I currently have to Save and Refresh, then go back out to the main Power List screen to see if I have captured any results...OR wait for the email to arrive in my inbox.

Our CoPilot emails are relationship based but we like to log automated emails to SalesForce activity, however,  the checkbox on Outreach not allow access.  Apparently, this is not a currently supported feature in the relationship Power List due to the way relationship contacts are stored. The checkbox uses the traditional SFDC contact object, it is a separate object from SFDC contacts. What is the roadmap for building out CoPilot for these relationship functions?

I keep flipping back between the rule list and the rule edit, sometimes having to keep two tabs open when I'm developing something. It would save me a bunch of time if I could just get to the execution history from the rule edit screen. If there is a way to do that, I haven't seen it! I run the rules as tests from the action list screen most often, that would be the place I'd like the button to be, but as long as I don't have to leave the rule edit screen that would be better than what I have to do today. 

In a recent case with a customer, we learned that when using email services such as "Email Assist", you are unable to search for users in your org that have a "Chatter Only" Salesforce license. For example, if I'm sending an email to an internal user with a standard Salesforce License and I type in "John Doe", "jdoe@gmail.com" will appear in the dropdown list of selectable recipients. Now if I need to send the same email to a user with a "Chatter Only" license and type in "John Doe", no dropdown appears with selectable options. The end result is that I have to go back into SF and find the "Chatter Only" user's email address and then manually type it in. I'm told this is expected behavior but I'm wondering if there's a specific reason this was designed this way and if there's any plan to allow the search dropdowns to see "Chatter Only" users?

It's rather painful selecting colors when setting up Call to Action Reasons, Statuses, Snooze Reasons, etc especially the more you values you get.  There is no way for me to tell which colors I already used on another Reason code.  I have to guess, and then if I realize I selected one I've already used, I have to go back and make another guess. The ask is to prevent me from selecting a color for a new Reason code if I've already assigned that color to another Reason code.  Same within Statuses, Snooze Reasons or anywhere else I can custom select colors within an object/function.   Incidentally, are there any plans to expand the color palette in sections like Call to Action Reasons?  I've already got 23 reason codes, which is about half the available colors.  And several of those colors are so close in shade that they look very similar when reflected on reports.

We would like to get an NPS directly tied to a specific product but we are unable to add the NPS question to the NPS survey because we are only allowed to have one NPS question type per survey. Can we change this please?

We love the use of global filters on dashboards and have applied it in many different ways to streamline CSM and Managers activities. The one enhancement that would make this feature truly a game changer is to allow more flexibility between the reference field type and the available fields that can be used in other objects that the filter applies to. Here is an example,  We have 3 objects on the dashboard:  SF Campaign SF Project MDA TableWe want to filter the dashboard to only look at certain campaign types (picklist). However, the 'Campaign Type' field on the SF Projects and MDA Table objects are string fields that were sourced in when the records were originally created. This is currently not possible.  We have multiple examples of where the field is a picklist in Salesforce on one object but then a string on other objects because they are values sourced in during the record creation. While we could make an adju

After doing a few timeline updates last night, I found a typo and wanted to correct. I noticed something that took me awhile to debug, but I think I have figured out. It lead me to this enhancement request: Timeline Activity #1 wasn't related to a risk CTA that I was working on and I could edit that Activity from the C360 page. Timeline Activity #2 was created via a Risk CTA. Even though it shows (as it should) on the C360 page, it doesn't appear that you can edit the timeline activity from the C360 page.  I had to then navigate to the CTA and there is where I can edit this activity and correct my typo. Ask: Can we get the ability to edit CTA related Activities from the timeline? This scenario can be a bit confusing for users and leaving them wondering why they can only edit "some" activities. 

Along with our customer information, we have our partner information in Gainsight. It would be nice to be able to tag a customer account via a partner's in the timeline with the use of the "@" symbol. 

Hey Team! Here with another request we've heard in Support. Right now, in our reports 2.0, we have the ability to "Drill Down" into a graph for additional information. For example, if you have a graph being displayed in a column format, clicking on one of the columns will bring you to a report of all the data that contributed to that column. While in this "Drill Down" report, you are unable to rearrange the order of the fields displayed. This would be a valuable feature for our customers. Thanks for the assistance!

Our company currently uses Co-Pilot quite regularly and there's some been questions lately if this type of functionality (1 to many communication) is GDPR/ CASL compliant. Is anyone else having these conversations in their org and/or does Gainsight have any more info I can share with our legal team? 

The success snapshots have the potential to be a huge time saver for CSMs and even CS mgmt to provide to Exec Mgmt.  The ability to include reports built in Gainsight is great, however the out-of-the-box visual presentation of scorecard information is wonderful and cannot really be duplicated in a report. I would love to see the ability to add scorecards as an element to be included in a success snapshot.  The trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR.

 Is there a way to have all the activity log details in one view so I can search the entire history of edits for a field. Example question I'm trying to answer - when was a field name changed or who created this field? Currently I have to click through individual detail screens of each edit to find it.

I have confirmed through GS Support that there is no way currently to set a filter to test for nul values in an Advanced Outreach. While you can do so in Power Lists, there are situations when you would want to do such validation in the outreach instead. For instance, to pick a different variant if a token is empty rather than create a series of mailings. Also, if you are using the value of this token as part of an email as you cannot default a space in a token. With AO stronger testing capabilities in email chains, this can also be very helpful to take a different path.  If you share the same interest or you see the potential for your use cases, show interest to this post to help  prioritize it. Thanks!

Team, Milestone reporting category shows up as an available field when using the Milestone object, but there is no where to set the reporting category in the UI.  It would be helpful for grouping Milestones together by something other than their name, and it is going to cause confusion for some as you can see these fields in rules / reports but not in the Milestone config.

I have dabbled in my first MDA work and the output is two percentage fields. One is a CSM's retention rate by number of customers and the other is their retention rate by total dollars. I am excited to share these out in our CSM dashboard so team members can track their progress on team goals! However, I am having trouble with the report viewing and subsequent dashboard configuration. By comparison, our NPS by Owner report is easy and outputs into a nice numbered Widget. This is great for viewing in the dashboard. My new fields, however, are percentages, and the Widget option is greyed out. Does anyone know if we can put a percentage into a Widget? If so, how? If not, why not?  Thank you!

Prompt to register: After a visitor has clicked (x) pages on the community or spent (x) time on community - they get a prompt to register for a community account. Might be a useful tactic. Thoughts?

I have a customer who has requested more creative ways to deliver surveys to users. This particular example is being able to embed logic into their product which would allow the user to take a survey right then and there. For example a button that pops out after hitting the support site to see if they found what they needed. 

Timeline feature in rules engine is so helpful in debugging issues, but scroll down feasibility is not so great, we need to click and wait for it to scroll down. It's not seamless. And can we also show the type of run i.e manual/scheduled/historical run

If you have a backslash in the activity name, it can break csv parsing as it can viewed as a return character.  This is a further problem as only the person that logged the activity can change the subject name.

I have several layouts / dashboards for my internal customers, but I have to train each on of them and explain all the filters used to create different graphs. Could we have a text container where we can explain the contents in each component of the layout / dashboard?

I noticed today in a new org that Vault is hidden if there are no email templates already created. For customers starting out, this would be helpful to have.