Archive

In Copilot, is it possible to change the default filter to "Created by me" instead of "All"?  This filter is great and will now allow us to utilize copilot but it showing users the things they've made first would prevent them from seeing all of the admin templates and lists.  It would help keep the view clean as well instead of defaulting to what will be a huge list once people start using it in a couple of months.

When I display values for a column line graph it shows values for both columns and lines and sometimes those values overlap so the numbers are really of no use. It would be good to allow me to select which values I want to show ie either the column or line values. 

While I am in the Customer Success 360 view, it would be good to go to the next customer, like turning pages, flipping through them. It would be good to be able to move from account to account in the 360 view without having to enter the names one by one.

I have a chart that I would like to sort by Micro, Small, Mid-Size, Large, Strategic but I can't do this because my only options are ABC or DESC. 

Would like to be able to identify the reason for the CTA failure/fire (why did the condition occur - example "customer did not know how to....") or how the CTA was closed, especially if the CTA closure was not resolved positively.  This would allow us to do statistical analysis on the reasons.

Can we include the option to delete scheduled outreaches? Either in the schedule screen (attached) or directly in the calendar view.

It would be great if we could have SFDC tasks synched back into GS or at least be able to show all SFDC tasks (in the account history section on the Account page) in the C360 page. Alternatively, if we could expose SFDC reports as a C360 section, that would take care of this issue too.

It would be a huge help if when clicking "Add" on the Customer 360 view for Activities, the activity created auto populated the account, just like it does when you click “log an activity” on the account page in Salesforce. We are trying to log our routine calls that are not related to CTAs this way, and currently it is the one thing keeping us from our reps fully being in Gainsight.  

We are a multiple product company and I would like to be able to summarize on the Customer 360 all the licenses that a customer has purchased. With the limitation of only 6 boxes that doesn't allow us to accurately track a customers license count and therefore we have to continue to look at their account record in SFDC.

We've had some confusion with CSMs who have multiple accounts with the same Customer name working the wrong CTAs. The feedback was that it is not clear from the Cockpit which account is which. I went into Cockpit Configuration and tried to edit the List View Field Configuration section to add Account Number to the Cockpit List View, I don't see Account Number as an available option.  I opened a support case and was told "The 'list view field config' (which is what you would need to add account number to) will only allow for date and number fields. Account number is actually a string field and we have tried a few ways to convert that into a formula number field which SFDC will not let us do." This is important to be able to allow CSMs to tell accounts apart just at a quick Cockpit glance.

As part of my role here, I am in charge of the config, management, and disabling of proof of concepts in our late stage prospects. There are a lot of steps I go through here, and I'd like to manage this through a Playbook I've made. The catch is that these are prospects, so they don't show in my customer list in Gainsight, so I can't actually create the events in Cockpit. I would love to have a way to make the Customer field optional in certain CTAs.

Hi All, When clicking on a segment of a stacked bar chart you can get the tabular view of what makes up that segment. I would like to be able to get the entire list as well by clicking on the name of the category in the x axis. For example, if we have a bar stack of CTAs by reason with owner in the x axis, I'd like to be able to click on the owner's name and get the entire tabular view.

When creating a Power List in Copilot I can only block specific emails from the list by applying them individually. It would be nice to be able to exclude them with a single filter and the emails each separated by a coma (,). 

We have a marketing team that utilizes JO to send targeted emails based on segment.  Our CSMs would like the option to be notified when an email is sent to their customer via JO.  I know there is a cc/bcc capability in JO, but we don't want to A) hard-code every individual CSM to the it or 😎 email an internal mailing list because we want the notification to be relevant. In other words, when an email actually gets sent to a customer, send a notification to the CSM (one per customer per campaign)

I have a report that shows cases logged by customer cohort. The question I'm asking is whether my newer customers (who have gone through a different pre-sales process and onboarding) are logging fewer tickets. What I want is to have more flexibility in my charting: Group first by original contract date and [i]then by the date of the ticket, creating either multiple columns or a stacked column chart Group first by revenue band or CSM and [i]then by the date of the ticketI can find ways around this by doing formulas on the case object, but 

I had a quick question regarding the “Contacts” section in CoPilot (the section titled “[i]Which meets the additional criteria from Contacts”). Is this section only pulling from the Contacts table? Can I point it to a different table so that I can target a specific type of contact (I believe the field “Contact Buying”, which I'm trying to target for an email campaign, can be found in the Opportunity level).  Thank you in advance for your assistance! =)

We'd love to see a Zendesk widget that would allow our Zendesk agents to see info from Gainsight within the Zendesk window.  

It is great that I can sync tasks between CTAs and Salesforce. A helpful improvement would be to add the option to set the Reminder option in the Salesforce task so that the users get a pop-up when new tasks are assigned to them.

Currently only Administrators are able to add or make edits to global filters in Dashboards, but I think it would be beneficial for non-administrative users to have control over their own reports as well, instead of having to rely on the administrator to make edits to global filters.

On the Properties page, the user's selected End Date should actually close the survey. Right now, it doesn't do anything.  Dashboard and Published statuses/sub-tabs: it's difficult to explain the distinction between these two. I think Dashboard contains surveys that are live with responses; whereas, Published surveys are live but have not been sent yet. Perhaps these sub-tabs could be named more clearly and/or combined. "Dashboard" for example does not suggest a particular status at all, but is more of a comprehensive term where I'd expect to see all of my surveys. CoPilot integration: are we planning to integrate Survey and CoPilot more closely? For example, could the Add Participants and Distribute sub-tabs in the Survey module be replaced with links to Power Lists and Outreaches?

As there is a lot of unused white space on the right, and CTAs are being truncated for no apparent reason.

The October release is live in your Gainsight org. Here's a summary of the enhancements available: Attach Reports in Copilot while sending an outreach (beta) Playbook Permissions: Admins can manage which users have edit/create/delete access to Playbooks. All users will continue to have full access to playbooks until the Admin modifies their permissions. Transactions: see Timeline view and Reports in the Transactions section Sponsor Tracking: new URL search feature for locating LinkedIn contact information Dashboard filters can be released Success Plan Objectives: available in Cockpit Operational Reports and the C360 Summary section, and for reporting by CTA Type in Reports 2.0 CoPilot Power Lists can be cloned C360 Attributes section is more customizable and attribute fields can be marked editable for end-users Chatter editor for CTA chatter posts now preserves special formatting (bold, italic, underline, etc.)For more information, please read the release notes.

For Support:  One area that adds to our resolution time for cases is that we need to ask customers for rules outputs after each test of rules.  This adds considerable effort to customers and delays in resolving tickets.  Would be nice if there was some kind of option to also include a send to support@gainsight.com or some other way to see rules results (we are accessing via LMA)?  During our interviews, admins raised this as well and wished we did not have to ask.  

Chad at Influitive had difficulty with a part of CoPilot that is less than intuitive and asked to pass on the following feedback to Product " do not put an barely visible arrow as a key step in the process. I didn't see the arrow at all and clicked on the text navigation links." This is a valid point, and there is also a floating arrow in the Survey module that customers tend to miss. Screenshots of what Chad is referring to are in ticket #3805

The new Playbook permissions page is a link (almost a sub-tab) at the top of the Cockpit Configuration page. For consistency and ease of locating, we should move the CoPilot permissions page link up to the top too.