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I need to enlarge a report within an email that I am sending through copilot. The text currently stretches across the entire email while the report only takes up about half the email width. I have zero experience in HTML, but I believe that is where I can make the necessary change. Can someone help me identify which element on which line I need to edit? or even just point me to a good HTML learning resource? I believe this is the section of code I'll be looking in:   <div style="box-sizing: border-box; padding-top: 0px; padding-bottom: 0px; margin: 0px;">    </div>     <img alt="" width="580" src="cid:905a5f60-f92c-4b16-a6fd-0cd1c477dcd2" style="border: 0px; box-sizing: border-box; vertical-align: middle;">     <div style="box-sizing: border-box; padding-top: 0px; padding-bottom: 0px; margin: 0px;">     </div>   </div>   <div style="box-sizing: border-box; padding-top: 0px; padding-bottom

Hey all, As we know, when reporting on Recurring CTAs, we have a filter on the Call to Action object called "IsRecurring" that identifies a CTA that has been set as a recurring CTA. That being said, all CTAs that are recurrent from that initial CTA show up in reporting as "IsRecurring=False". I understand that it is expected that the only CTA that would be marked "IsRecurring=True" would be the initial "parent" CTA, however it is difficult to tell which CTAs are the children of the recurring CTA when trying to report on them. Specifically, I have a user that would like to report on manually created or rule generated CTAs, and these recurring CTAs fall into neither of those categories. It would be nice if we had a way to identify the recurrent CTAs outside of filtering for CTAs created by Gainsight API. Thanks, -Tom

I'd love to see a feature that would allow the mod team and our superusers easily go through the community with as few clicks as possible. At the top and bottom of an open thread, on either front end or in control, I would like to see a "Previous" and a "Next" link that will bring me to the previous topic or the next topic in that forum/board or filter, depending on what has been opened. This feature is not necessarily something an average end user would use, however I believe that it will significantly reduce the various clicking time from thread to thread, and allow for a better workflow. :) Best, Ditte

We have a business need for visibility into Oracle customers who currently reside on the Oracle Fusion CRM.  Would like to see Gainsight integrate with this CRM in addition to SFDC.

-Submitting this on behalf of a customer- A customer of mine has submitted a request to be able to sync CTA information via Gainsight Connect. The use case being that they would like to report on both CTA and Timeline activity concurrently and the only way to do that at present is to create an MDA table that contains all of this information.

Good morning all, I've been working on Advanced Outreaches with a customer and I've learned a few interesting "gotchas" while doing some troubleshooting. One of the big ones involves the use of custom mappings in the participant list. In our use case, the user wanted to custom map the "TAM Email" and use it in the "To:" email address in the escalation email. In the standard mapping, there's not a field for "TAM" or "CSM" email, and so the user's though was that it would need to be custom mapped. What we learned was that when we custom map an email-type field, it's output is actually a string-type field, which prevents us from using it in the "To:" of the escalation email. The workaround is to map the standard "Manual Email Address" to "TAM (Primary) Email" and use "Manager Email" in your "To:" field, but I can definitely see how this would cause confusion for users. (see screenshot).   My ask is this:  Is there anything currently on the roadmap to either have custom ma

Today, we run CTAs 3 times for things we want our CSMs to be on top of more frequently (NPS detractor score, a health score dropping, etc.). However, sometimes this results in the same CTA being created over and over despite our "unique rules." This is happening when the CSM closes the first CTA before the next rule runs. What are the plans for real time recurring CTAs that are not 3 separate rules?  Additionally, I know you have a manual "set to recurring" button in Cockpit, but are their plans to add this to a rule? Example, I create a rule and I want it to run every 90 days after close (like a performance review). Today I get around this by creating that CTA + 90, + 180, + 360 but that doesn't scale past a couple years.

When there are no CTAs in the system or the Filter condition applied doesn't return any CTAs then the Message displayed should be Center of the Screen

I'm trying to send out a monthly usage data email to all of our accounts. I gathered all relevant usage data and uploaded it to matrix data on gainsight.  Now I have an email template where there are multiple spots that I just want to include a single number. (Example: "Number of log-ins last month: ###, Number of uploads last month: ###, etc.) These numbers all exist in this matrix data table and in a report I could easily search by account id to get the specific metric I'm looking for at any given time.  How can I do this in a copilot email? There are ~10 metrics I want to display, plus a few graphical reports. Thank you!

Hi CSM @ Gainsight ! Please read through the post and give your feedback. I promise the time spent on this idea/project is worthwhile. Its going to make you much more productive while using Gainsight !  Goal Make the CSM most productive, by giving her the best home experience possible in Gainsight (reduce the number of hops, keep most of what she needs at fingertips). User Experience  When a CSM logs in, she will be taken to the home page that looks like the following; https://lh4.googleusercontent.com/EFgi47k5la0nrjf3I-gIPwKkbPqv9SrXoQNTvJWU5jz8Zdovb3Mpu0BVt5CFmvuOe6eSW81T6pzSEiZVXbGehYdhKImW3a9b-GQ23ID1FbWGhii8B42pFYVQPonJMlf1qu2Y1zDv  Summary Stats The summary widgets at the top tell her all important aspects of her portfolio. The mock above shows list of customers in the CSM’s portfolio, the total annual contract value of all the customers, Health Score distribution and the number of CTAs open across the portfolio. Are these the right summary stats to be sho

Cockpit was originally built for CSMs to help them be proactive. As we expand into new departments beyond Customer Success (e.g., Sales, technical teams etc.) we see that the concept of 'Call to Action' doesn't always resonate. In fact, these are teams that we often offer them to see Gainsight CTAs as "alerts" that can help them do their jobs better but no action on their end is necessary. Wouldn't it be cool if CTAs could also be assigned not only to the main responsible party but also had associated notifications for “accountable”, “consulted” and “informed” parties? Additional benefits: - At Gainsight, we use Chatter a lot and actually use Chatter to indicate informed, accountable etc. when we @ mention people as "CC", "FYI" etc. However, many of our customers don’t use chatter. - We constantly try driving executive adoption of Gainsight through dashboards. We also know that what drives action is CTAs (e.g., we don’t expect CSMs to look at a customer’s healthscore measure, but r

S3 ingestion jobs are very helpful to automated upload to MDA and I feel following enhancements will add more value 1. Allow truncate option before loading data - 2. Allow building dependency between S3 ingestion job or 3. Allow either calling S3 Ingestion job after load is completed.

When including a button in an email template for CoPilot Email Tempaltes 2.0, any changes to the font do not save. You can change the color of the button but the font changes do not save. The issue with it not saving is that the different fonts in an email looks strange and inconsistent. Is this going to be resolved at some point or is this an expected functionality? 

HI, Having the timilene update from the CTA is a great idea. But, here is a thought. When you click on the CTA, would it be possible to move the "Timeline" tab to the end and have the "Call to Action" tab at the first. I think the focus here has to be on the CTA and Timeline update should come next. Thank you

In advanced outreaches, I think the publish button needs to either be: A: Renamed to run now. B: Show a popup after clicking it confirming that you want the advanced outreach to send to currently loaded participants.

Our teams use Objectives slightly different than the intended use, and removing them from the C360 cockpit is causing some challenges on our side. Was thinking it might be good to have an option of what types of CTAs should be shown in the Cockpit versus somewhere else that the Admin could configure. I'm thinking a checkbox that would just tell the system to include/exclude from C360 cockpit. Happy to share more details of our use case for Objectives if it will help.

The way the fields are disabled after they are closed makes me have to reactivate, highlight, copy, then deactivate again. 

As our use of the MDA grows - I'm finding more and more people needing to update MDA tables. The current struggle is that we do not have a good way to maintain those records except for rules. Is there any plans to create reports with inline editing on MDA tables? Or even linked objects (CTAs) that can use MDA records? Few examples... "Products" - we have customers that want to maintain a product table in MDA. This is likely fed with external entitlement data, maybe SFDC data. But the users need a way to manually update 1-3 fields manually on that product record.  "Projects" - sometimes a project record doesn't justify a relationship but still needs to be tracked. This data can be fed from SFDC or an external PSA system. But again a user needs to update 1-3 fields on this project record as a part of their workflow. "Voice of the customer" - I had a similar issue over a year ago when working to build a full VOC program for customer. Needed the ability to manually code feedback o

I have a customer request to be able to limit the customer search box to just Global Ultimate Accounts. They have multiple subsidiaries and children accounts with similar names. When searching into this box, the user could never pinpoint the specific ultimate within the massive amounts of results.  They have a global ultimate field in SFDC so my thought would be to allow a filter on that box to just (for example) look at Global Ultimate != Null. This could allow for other customizations to this search. 

I went to create a relationship rule with a calculated field and was shocked (shocked, I say!) to find that it wasn't an option. It should be!

I'm seeing more and more that customers look to create CTAs off of stage changes in Gainsight. This is both for Customer and Relationship level. I feel that we should productize the ability to automatically create a CTA (and maybe do other actions) when these changes happen. There is a limitation in the product today where you can't use old value and new value fields in rules engine from SFDC history tracking objects. There is a workaround by copying the old value to another field but this is extra work for something that a very high amount of customers do. Note that this also shows the need for a standard stage and status field on the Relationship object. 

I need to insert a value in a field that sits in the Milestone object (a managed object), through a rule in Gainsight, but that object is not visible in the list (where we usually have Account, Contract, Contact etc). The Load to Milestone Action Type is not useful, because I do not want to add a new Milestone, I just need to add data into another field for the milestones I already have.

Currently, our Account Widget operates under an Admin permission level.  We recently restricted the ability to add new accounts from that widget but I'd like to see if we can take this a step further and restrict any "create" access from the widget. I have a customer that currently has users that have access to the Widget but they do not want those users to have the ability to create CTAs or Success Plans.  Currently we can't limit this and it is causing concern that things may be created erroneously. Is there anything on the road map that might help address this? Thanks, -Tom

I think it would be a good idea to add a warning when a CSM is in 'edit mode' on a CTA (they clicked the pencil) and then try to navigate somewhere else before saving (selecting the check mark).  Right now, they can navigate away without saving their updates and nothing notifies them that their changes were not saved. Since it's not extremely obvious when you are in edit mode and the check mark gets lost at the very top if you have to scroll down, I think the warning is necessary.

I am using rules engine to close relationship CTAs that are open beyond  X days to set the status as 'Closed - Clean Up'. Along with this I would like to have another custom field on CTA to be updated as 'No Progression' .  Is there an option to set additional field updates while closing CTAs using rules engine?