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We have quarterly deliverables (due Jan 1, Apr 1, July 1, Oct 1) that we'd like to create CTA's for. Instead, we have to create either a monthly CTA or an annual CTA for each month specifying the portion of the deliverable that has been accomplished (e.g. Jan 1 CTA "Part 1"; Feb 1 CTA "Part 2"; Mar 1 CTA "Part 3"; Apr 1 CTA "Part 1"; etc.) This seems to be awfully complicated. So in addition to having rules run daily, weekly, monthly, or yearly, we're suggesting a quarterly run or a custom run.

We would like to be able to create and assign multiple C360.  Right now this is possible, but would like to be able to cycle between more than one and have more than one active. The use case We are trying to build is for our consulting Projects. We have created some Reports for our consulting engagements in our Org. These Reports are a Part of Dashboard. However, we want to show the reports per account hence want to build a separate CS360 layout exclusive for consulting reports and then search an account and load this layout for our consulting users.

Hello GS, I was wondering if there are plans to add support for digitally-signed sending of messages, surveys, NPS, etc from the GS platform. Digital signatures are important as they give assurances that the person sending the message actually is the person who sent the message.  We are a security company and many times customers fear clicking our NPS survey links due to the concern they may be fake. What are the plans to add digital signature support?

Each time they navigate to an R360 page an additional filter is added i.e Opportunity Id = Value in "Current Active Opportunity" field as per the above mapping. Unfortunately it is not possible to filter Opportunity Contact Roles by Relationship Id or AccountId with the current setup.  We would like to be able to filter for the opportunity contact role.

I was renaming some of the Email Templates that are part of Outreaches we have set up, so that I could create more accurate reports on specific outreaches (the old naming convention was too similar to be able to filter out correctly). The report is being filtered on the Template Name.  When I updated the Email Template names in CoPilot, I had to also update the filter logic in Report Builder to reflect the new names on these Outreaches. However, this update seems to not translate over to the Report Builder. When I filter to the new email template name, no data appears for the report. I have waited a day as well for more outreaches to go out with the updated template name. Is this just a bug? Where the Report Builder does not reflect the updated email template names? The report only shows the old naming convention on these email templates.  Or will this update once more email outreaches are sent with the updated naming? Thanks!

People on our team use this "comment" field in the C360 and since you can't resize it, it's hard to see how much they've written.

Gainsight's Summer (v5.9) release is live in your orgs. We've prepared a variety of resources to help Admins and end users understand and make use of the new features: For Admins, we're offering live webinars: Sept. 6 at 9:00 AM - 10:30 AM PT - CoPilot, Surveys, Reporting, Rules Engine, & Timezone Standardization - link to register Sept. 7 at 9:00 AM - 10:00 AM PT - GS User, Sally bot & Slack integration, Share 360 layouts, & Scorecards 2.0 migration - link to registerYou can also read our detailed release notes and new articles. Here are a few end user and Admin videos that highlight a couple of key new features: Intro to Sally bot Intro to Shared 360For end users, we've prepared slides with annotated screenshots to help explain what's new in this release.  We look forward to hearing your feedback about the new release!

What does [i]Empty 'From' Name mean in a CoPilot execution summary spreadsheet?

When viewing NPS responses in C360, the sort order appears to be driven by the date of the survey campaign. This however can create issues if a customer responds to an older survey, as the most recent responses will not appear at the top.  See example below: Even though Steven Doty's response was this week, it appears below the response from Dan Conroy. It appears that the date of the Survey campaign is the primary sort here.  Does it make the most sense to sort by response date first? Or alternatively provide an option to the end user to change the sort criteria? Thanks!

The recent change to Bionic Rules that allow for multiple runs per day has been really nice for our workflows. The cron job coding is easy to use and has worked well! I am hoping we can expand that idea to PowerList refreshes. Right now they are once a day, which means an Advanced Outreach only sends a batch once a day as well. I would love to be able to schedule this more frequently (i.e. every 2 hours, more if possible) to expedite our outreaches. Ex. We have new customers coming in daily at all points throughout the day. I added a Bionic Rule running every 2 hours to pull those new customers into Gainsight. I have been wanting to automate the delivery of our Welcome email, but cannot due that if a PowerList is only refreshed once a day. If the above functionality was added, we could get a welcome email out within two hours of processing a customer's order. This would be a big burden off of our Customer Success team who are currently manually delivering these emails. Some days they

If you adjust the column widths on the Customers page, it would be great to have that setting persist; i.e., if you navigate to another page and then back to the Customers page, it would remember your column width adjustments.

Currently # type fields are not supporting in the by section of reports when the MDA is your source object. We offer an in app NPS and are trying to report on responses coming through the MDA. As it is now, I can not report on distribution of responses by NPS #. Steve, Tom and Josh in support all worked on trying to find a workaround by pushing the # as a string field type, but that presented more issues as values registered as 1.0, 2.0,...10.0 and then were sorted ascending as 1.0, 10.0, 2.0, 3.0.... I know my use case is NPS specific, but I'm sure many other circumstances would require reporting by a number.

I have a customer that is running into an inconvenience with the Sync options on Gainsight connect.  We have a field that needs to be updated multiple times a day (relies on GS connect) and if we could have the option have GS Connect sync multiple times in a day that would benefit customers greatly. 

We are syncing our playbook tasks from CTA's to a Salesforce report. These tasks are being made from the relationship level. Currently, the report only shows the account associated with that CTA/Task. We'd like to include a link to the relationship.

It would be nice to configure the label name for a linked object in CTA. Since the window cuts off the full object name (see screenshot), it would be nice to shorten it. Also, it looks like in the Admin -> Calls to Action it is editable and you can rename the label, but there is nowhere to save it. Should you be able to save this? (second screenshot).

Hey team! After our last update, we reworked the way that reports show on dashboards and report builder. Namely, we no longer rescale the report once certain legends are removed or added back to a report.  In previous releases, customers could adjust reports by removing one element from the report, and the rest of the report would be rescaled to reflect this change. For example, in the below report from my Demo Org, once the bars are removed, the line remains a bit compressed. After de-selecting the bar chart portion: This affects the readability of reports and changes certain functionality that some customers were used to!  It seems that redrawing the report after removing legends or adding an "Apply" button like we have in report builder would give users the option of having this graph rescale to the changes made. Thanks for your time! Logan Thome

These came up as a requests from HPE ADM:  Currently, CSMs use Comment field on CTAs to captures notes and next steps.  They would like to have the formatting of this field improved, specifically:  Enable rich text to improve visuals - e.g. bolding, coloring, bullets, etc.  Increase size of comments box / make it more prominent Improve copy/paste formatting - currently users copy notes into CTAs from other sources (e.g. emails), and they report that the formatting is very bad - there are unexplained gaps, bulletting and indentation aren't respected, etc. 

In addition to a notes section, I'd like there to be a star rating field for our moderators (and perhaps for users). The goal is to be able to show our best and most interesting topics on the website via API (2.0?).

I have a client who would like to customize the report for "milestones" for the C360 section. It doesn't appears this is currently available. Client would like to be able to add (for example ARR and another string field for oppty number). 

Hi all, In an effort to straighten up our communities, we're looking into being able to manage a large number of topics at the same time. It's currently not very efficient to open each individual topic, when we could process duplicate and similar topics in batches. Specifically for the purpose of: Removing the question mark Locking topics Add/remove mod tags Add/remove public tags Best, Ditte

I have a client request to manually send a link to a user from Copilot. The end users IT administrator is blocking links coming through our emails so they would like to be able to manually send them a link to the survey. I know you can manually construct these by hunting and pecking through multiple tables, but this isn't a scalable approach. 

I have a customer that is able to get an execution report after a regular Copilot Outreach is sent out. Is there any possibility to have something similar sent out for Advanced Outreaches? We understand that we have the Advanced Outreach Analytics within the product itself, however an emailed execution log would be particularly helpful for this customer.

Right now we have the ability to link a Zendesk ticket in a CTA or create a CTA from a Zendesk ticket. It would be great if it was possible to create a Zendesk ticket via a CTA. Would this be possible?

It's great that we've added search boxes to any dropdown that has over 5 entries, but it appears that we missed one location - Milestones. A search bar would be very helpful here. Also, is there any criteria that is used to sort the data that is presented in the drop down? It might be helpful in addition to adding a search bar to also sort the data alphabetically.

We have relationships that have similar criteria for scorecard metrics but may have slightly different thresholds that are needed based on the type of customer that often has that product. Right now, you can not clone a relationship bionic rule and apply it to a different relationship. This would be a huge time saver for us as each rule has multiple data sets, mergers, and transformations that need to be recreated each time.