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Hi Team, At the moment, it doesn't appear that Gainsight has a native tool which allows you to connect to an S3 bucket and upload files. I know that there are two tools (Cyberduck and an independent Chrome Extension). Several times in dealing with customers, they have run into issues with these tools. Support doesn't have the ability to troubleshoot and/or fix any issues with these third party tools.  The ask is that Gainsight creates an interface/tool which is owned and supported by Gainsight which allows users to leverage our S3 capabilities without needed a third party tool for manual access into the bucket. 

It would be great if we could have email / text message post to Timeline.

Hi, I suggest to add a button that help you to navigate better through other topics in the community when you are reading them: Next Topic button Preview Topic button Right now you are obligated to go back to the subforum page to click the next topic you want to read. Thanks!

Can I adjust the size of the report image in a copilot email? We are sending out a usage email to our clients that should include the 15 users who have logged in the most. As you can see in the image below, the report has all the data points on the chart, but we can only see 8 of the 15 labels because the image is too small. I can't find any option that allows me to increase the size of the image so it can display all data labels. Any help here would be greatly appreciated.

I have a customer that would like to be able to either add or have certain fields included in flattened surveys are that come from surveys sent via copilot. They want to be able to see the "sent from email" and "sent from name" so they can filter data based on that.  Either being able to add those fields or have them included. 

In a Bionic Rule, I want to concatenate a CTA Name with a Task Name. However, the ideal result is not: "CTA NameTask Name" I want: "CTA Name: Task Name" However, it seems that I can't create a formula of: concat( Call to Action Name, ": ", Task Name )

It doesn't appear there is a branch back to the dashboard list when you are editing a dashboard. You can use the back arrow, but would be nice like report builder to have a link back to the repository. 

I understand that typically we are unable to delete system generated items from Gainsight, but I'm wondering if there's possibility for any leeway when it comes to Timeline Activity Types? The reason I ask is because some users don't necessarily want to use the system generated Types, yet without the ability to delete them it creates a good bit of clutter and room for error. Any thoughts on whether or not we might be able to make these items deletable? Thanks

Running into a scenario today where I'm counting the number of certain types of activities, and it would be helpful if that displayed for me.  So, what I'm thinking is maybe just a little line at the bottom of the page that says Displaying Total Number, and then, when you filter, changing to show Displaying X Number out of Total Number.  (Kind of like how that works in Excel) I can run a report since I'm the Admin, but our CSMs don't have the reporting option, so would be great to have that display.

Our senior leadership keeps close tabs on NPS surveys we send out, and would like to use a one-stop shop for an overview. The NPS tab is close, but there's one key piece missing: the CTAs created from the survey and what's being done about them. I understand that I can create reports/dashboards for this, but that lacks the visuals of the NPS tab and ability to drill down into the individual responses. Would it be possible to add (or allow us to add)  essentially another column to the Promoters/Passives/Detractors report that shows the CTA (if one was created) as well as the most recent comment. That way, everyone can see in one glance what's being done about each CTA. Another idea would be to allow us to add the individual widgets from the NPS section to a custom dashboard. However, the above would be better. Currently, we're having to flatten the results of the survey and export to a Google doc every morning, then manually update with what's being done as a followup. We're al

It would be a nice feature to be able to export this view.  Right now we do not allow for this and if the report is exported no information is provided.

We're working with clients who have large numbers of individual users. In order to provide better insight into what those users are doing, I would like to set up a monthly update email that includes the full user list and data, in addition to summary charts. For some clients, this data is directly tied to their invoicing, so it's important to have a scalable way to deliver it. I'd like to be able to attach a CSV file to a copilot email. The report itself is easy to produce in Reports 2.0 and the CSMs can download it from the 360 page. But as we scale that will become more and more difficult to continue doing.

We have a lot of different products that we are separating out through the relationship feature. It would be great if we could use the relationship scorecards in the rules engine to help influence a measure in the overall Account Scorecard. This way we could have each product influence the overall scorecard to make a more accurate view of the customer's health.

I've created a health score column chart by CSM, the colors are ordered from yellow, red, orange, lime, green instead of being ranked from red to green. I think we need the ability to adjust the ordinal scale in charts.

Hello Teams! As we transition more and more to Scorecards 2.0, feature parity with Scorecards 1.0 remains a priority so as to not limit functionality during this phase.  When working with Gainsight's Zendesk Widget, we currently do not support the health score widget when built off of Scorecards 2.0 data. This creates a product gap due to the transition from Scorecards 1.0 to 2.0.  Our customers have expressed their interest in having Scorecard 2.0 widgets supported in the Gainsight App in Zendesk as well. Thanks for your time, all! -Logan T.

Anyone know what allows a given email template to show up in the list of options when configuring an Advanced Outreach? I am trying to get through some unrelated issues (survey translation with in-line question) and one of my attempts is to clone everything. Maybe the new version will get around that. Anyway, I have cloned my email templates and they are clearly ready in the CoPilot templates section. However, I am not seeing the new template in my AO options for configuration. SOMETIMES they show up after an hour or so. But I do have a template that just plain never shows up.  Anyone know the method behind the madness?

It would be awesome to be able to set a rule date filter to = Current Year and other date filters that are available in Reports 2.0. Along with that it would be even better to allow those same date filters in the calculated fields when you are trying to calculate an aggregation like "Sum all those opportunities $ within the current year" right now all I have to choose from is "past x days, months, years". 

Posting on behalf of Euromonitor. After the release of dashboard permissions -- they have a request. Once dashboard permissions are enabled, new dashboards should default to have permissions enabled.  That way they will only show to the creator.   Currently, they default to have permissions set to [i]off, so any in progress/unfinished dashboards show to all users. When companies are sensitive to who sees what dashboards, it is easy to be unaware of what material is showing in dashboards upon creation. Thanks.

Many CSMs wish they could update the Health Score Color and Comment without having to click into two places. 

When rules have several, or even dozens of actions in the 'Setup Action' section; it is difficult to expand each rule with the chevron. An option to expand all would be great.

The ability to group scores in Scorecard 2.0 is awesome, as is the ability to have multiple scorecards at the Account or Relationship level. Unfortunately the more measures you create, the more cluttered your Scorecard 2.0 measure confguration view gets.  Organizing them into folders, similar to how reports and dashboards work sure would help. If anyone knows of another way to organize them (aside from Naming conventions - I don't want a category to show on the CSM Scorecard view) please share!

Hello, Would it be possible to have CTA reasons as one of the columns within the Customer Success 360 Cockpit view?  It would be a nice feature to be able to add/remove columns that you want to see in this view. Currently, we only see overall scorecard health, renewal amount, renewal date, number of tasks, CTA type and due date. Thanks, Devin

It would be nice to filter the available dashboards based on a user profile or user role.  For example, we have dashboards that are only specific to a CSM, a Director, and an Exec based on filters.  The CSM only sees the reports that are specific to their portfolio while an Exec looking at this dashboard sees nothing.  It would be great that when the exec logs in, they don't have the option to select this dashboard but only the dashboards that are relevant to them.  This would reduce what looks like useless noise to one user but is a beneficial view to another.

I have been working with a customer on CTA Task Sync to Salesforce. We noticed that the task comments that are sync'd back have HTML tags in them. (see image) This would be better suited to be displayed without those tags as the users read these in SF.

Recently, we've noticed that you cannot put in numbers and dashes in the help text for scoring. Can we get this ability added in as the customer doesn't want to have to type out this range.