Archive

I’ve started building reports several times before realizing I don’t have all of the lookups I need to get all of the data I need, and have to go rebuild it in Data Designer. It’d be really cool if there was an option instead of saving a report to convert it to a new data design & have the system transition the report fields & criteria into your first dataset so you don’t lose your progress.Definitely a nice-to-have and not a hard requirement, but it’d be great admin functionality.

We need to be able to either:Have a “Will churn” option in system field “Status” Add additional statuses ourselves, in this case: “Will Churn”Yes we can create other fields or add the value in a stage or else BUT it doesn’t make sense to create another status field for this kind of intermediate step between active and churn: it complexifies rules, data designs and reports, dashboards, and generally anything that’s got to do with datasets. Also confusing for CSMs.

I have a customer that has a great idea for an improvement to the Email to Timeline function. Currently on replies they are adding new entries per email, can we consider adding an update function to the existing entry so that the timeline doesn’t have each reply as a timeline entry?    This would make efficiency and timeline clarity top notch. 

I’m pretty sure the featured_home mod tag method of featuring topics has been deprecated but I thought it might be a neat way to automate the featuring of content on other pages, like the Community Overview and custom pages (when those launch).It would provide a way for anyone to be able to feature something on a page without going into the Customize screen.

Allow for zooming in on out of the box customer journey timeline or setting of preferred date range for better visualization. 

If a playbook is modified, allow the admins to push these modifications through to existing CTAs. 

Allow users to  modify dates on System admin generated milestones that may be set on the incorrect date due to rule configuration. 

So I spoke to @ophirsw and Denise S. this week to share several pieces of feedback and user stories and cases for Journey Orchestrator.I guess the tagline for the wishlist:“Smoother Customer Success orchestration that feels really human and really scales”(sub tagline: despite being automated and without causing screams and frustration for CSMs or others in the revenue team).Story:As a Digital CS Lead, I want to ensure automated CS journeys dynamically adjust to changes and customer interactions.Use cases:Change in sender (i.e. CSM) needs to be reflected as it happens to avoid customer confusion Change in recipient mid-journey - first person was not the right person and they have asked to be replaced by someone else and receive the rest of reminders (instead of the original person). If I’m told to knock-off and re-add people, it causes a lot of noise and there are risks of reminders (in survey programs specifically) going to the wrong person because knocking people off from JO doesn’t s

I have created a currency field in a Success Plan but when I am entering the value ‘98229.07’ it modifies to ‘98.23K’. I would like to rather see the complete currency value.  Apparently there isnt any way in the system where I can change the format of currency.

At times when Sales users are onboarded , sales ops would assign a gainsight license and the Gainsight NXT permission set assuming that this will give Viewer level access. GS Admin is not aware of this because the user syncs over with an Internal Collaborator License with no access but taking up a gainsight license on Salesforce.User Management we cannot audit such users currently. It would be great if either Viewer license is assigned in such scenarios or any such users added with the GS NXT permission set shows up as such in the User Management so that the GS Admin can take action. Posting on @prashant pareek ‘s behalf.

Hi Team,As User ID field in Activity Timeline object holding SFDC User ID data, customer would like change the field to be labelled 'SFDC User ID' than User ID.User ID field configuration in Data Management -Mapping - User User (SFDC)Lookup - User::SFDC User IDhttps://share.getcloudapp.com/WnuZQEZ2 Customer name - CommVault SystemsTenant ID - 345f4e4b-6882-4c54-9e18-d52ea59e3777

Make a report on something with a date filter for This Year only Put that in a C360 Go to C360 and change filters to this report for Last Year only Report visually changes to Last Year data, but if you click Download, it gives the report for This Year data like in the original, because that was the default filter.We want users to have a default filter for such reports, but always have the ability to change it and that not only be reflected in the system itself, but also in the Downloaded Excel report. It is odd it doesn’t work like that in the first place.

Similar to this request from two years ago for the ability to change a publish date. That request was solved with drafts, but ability to change a publish date would still be a useful feature for us. Use case: migrating legacy content into the Insided platform (Knowledge Base, Product updates, etc). (We have this use case now as a new customer mid-implementation. This won’t be solved for us, but it might be valuable for future customers, in addition to other use cases.)

Ability to create a segment of users based on users’ survey response

I use Data Designer to export data to our S3 bucket on a regular basis. But today, I have to create a Universal Data Space for each of my designs, just to create a schedule.  This unnecessarily creates an additional table in the MDA that is effectively a clone of an existing table.It would be nice if I could create a schedule without the need to create a Universal Data Space. This would keep the MDA lighter for me (would remove about 15-20 tables), and still allow me to schedule the S3 export.

Hi all,Simple ask: can we please increase the number of versions in email templates to more than 20.Why: we have a combination of possible product entitlements that would call for - sadly - 24 versions of certain onboarding emails and I really really don’t want to split into two programs because that’d be silly.Thank you!A. 

The Engagement Performance report shows the trend of views over time, but not the clicks. For engagements that have a single URL out to release notes or to a survey-monkey, it would be really nice to see the click rate on these links. Current workaround is to export to Excel and then sum or graph the clicks over time using another tool. 

The Gainsight Assist Chrome plugin is really useful. It would even be greater if it were possible to add tasks to the resulting Timeline Activity directly from the plugin, in case you need to follow up on something related to the email.

Because of Gainsight PX don't have include rules, only exclude rules, in UI config settings, the common SDK config, also only support the following ways, mask or excludefilterUrls : ["*app2/*.html*"],filterType : "mask", // "exclude" OR "mask"if we want to only keep or show our cloud product url in Gainsight PX data, we have to use https://support.gainsight.com/PX/Security/Enablement/Exclude_and_Mask_Tracked_Data#URL_Masking_FunctionIf need to control all the URLs which sent to PX, we can supply a Javascript function similar with your Docs mentioned, the function must take one argument and return that argument with any modifications.It works if load https://web-sdk.aptrinsic.com/api/aptrinsic.js directly, but in our products, we use Segment analytics.js to load aptrinsic.js, no way to reset SDK config, like set the JS modification playload.URL back to function to sdk config before tracking.Segment add Gainsight as destination, only share identify, group, track functions, auto sent to G

I have activity and user health reports included in the 360 page. In a few areas I have related ideas that, because they come from different subject areas, have to go in separate sections in the page. The specific scenario is that I have daily activity at a user level which we aggregate to a weekly level by account. Both are valid views, but you can't directly calculate the "account level average per week" in report, hence the separate subject area. Related, we're calculating user-level heath scores, and that's a 3rd subject area. All three of those are clearly connected as concepts. It would be great to get them all in the same c360 block as well!

When creating the Horizon C360 I was able to select a report from the Trash.  This should be prevented. 

I created a custom dropdown list on my Timeline Activities to allow my CSMs to track whether the activity was an in person event. They can choose between 4 different types of strategic engagements.However, I’m not able to Group By this dropdown list in reporting. Please allow me to create reporting based on my CSMs selection of the dropdown list. I understand if it were multi-select dropdown, but this is a single select. I feel I should be able to pivot and aggregate on this field.

Problem:We have archive category and because it has lots of content search displays many times content from archive first and newest content is in the bottom.What I want:As a admin I would like to modify the results, to display newest topics first and “archived” topics return lower down the list of results.Also:And not just newest topics first. I would like to modify that when user uses certain keywords → search displays certain topics at first.Why I want these:With this features I can make sure users finds relevant content.

Unable to limit a displayed fields editability.  We want to display fields that will be populated with the new API but we do not want an end user to be able to edit the field. On Success Plans and Call to Actions, we can limit if the field is editable, but I do not see this ability in Customer Goals I can remove from the display or remove from the object: But then when I click “view details”, I am just taken to data management which does not control the layout: 

It’d be really cool to either show or not show a token in the comments of a CTA based on conditional logic. My specific use case would be to only show certain tokenized fields in the comments for fields that were updated and their value changed. For example, if the show me field “new value” does not equal the value of the show me field “previous value”, don’t display the token.