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We have a Monthly Engagement CTA that goes out for a set of our client base. Some companies have Parent Companies -- which in our case are shell accounts that house child accounts (no unique info on the Parent level). In order to cut down on the amount of CTAs that go out each month, we have the rule set so that the CTA will only trigger for Parent or Solo accounts.Oftentimes, the sibling companies (movie/production industry) have the same set of contacts. What we’d like to do is have our CSMs click into “Parent Company Monthly CTA” > Timeline tab > Associate all necessary sibling company records.Currently, CSMs are able to associate Company records on the main Timeline, but not the CTA Timeline. The CTA Timeline allows for better and more consistent reporting. Today, we just have the CSMs put the entry on the Parent company and they write which companies are associated in the notes section.

When creating a survey, I do this in order to get data, but also very important regarding transparency is to share the result with the community.Use Case: We are asking for the most popular topics in order to create content on this feedback.For us some surevey’s are only open for a specific time frame, after I would like to share the results publicly in some cases, would like to pin the final outcome and be able to close the survey so that no more members can participate. How do you manage these situations with the current “survey” feature?Best,Lena

Would like there to be a way to login as one of my CSMs during a demo as my view is much different as an admin.

Please increase the preview options in JO. Instead of being stuck with 15 participants, we should be able to search for and preview any participant in the dataset (especially relevant when using complex versioning). This would help with both troubleshooting and program testing/validation on large datasets. 

We have a use case for Success Plans where we would like Objective 1 of the SP to be manually done by the CSM. Then Objective 2 triggers a JO Program -- in this case Objective 2 is an email campaign trying to get a hold of previously non-responsive customers. Finally, Objective 2 is completed and the CSM manually works on Objective 3.The trouble we’re finding is when we set up an email campaign in JO, there is not currently a way to stop the program for users who have responded to our email. The only options available are if the link has been opened or the email has been opened. If we could have the program stop for email responses, then move to Objective 3, that would save us from having to go outside of Gainsight to accomplish this task.

Hello Team,A customer of mine has asked if it’s possible to have/create a different layout for “CTA Layout” when making a Timeline Entry from CTA itself.The reason being is that the “Associated Records (AR)” is a mandatory field on Timeline hence whenever CSMs log a Timeline entry from CTA they cannot keep the field empty because it’s a mandatory field and can’t event select the same CTA in Associated Records because it won’t show up in the search.

If a contact is associated to multiple Relationship types, emails don’t get logged to any of these Relationships automatically, but end up as drafts in Gainsight.Ideally, users should be able to select to which Relationship they want to log these emails directly in Outlook (when using the BCC email, but also in Gainsight Assist).

Customer is requesting the ability to call an email API from one of their microservices to send an email programmatically (i.e., not via engagement or JO, but from an external microservice that they own), and have the associated email engagement analytics available in PX. The goal is to be able to send email via an API, but have it tracked in PX like any other engagement.

Currently we are supporting only English langue for Survey 2.0 text analyticsCan we support for other language like Spanish for Survey 2.0 text analytics?

In the same way you can add a badge or send a message, it’d be great if you could view a user’s groups, and add/invite the user to a group directly from their profile in control. Use case: I have a group for our super users and so each time I add a new one, I have to go into Platform > Groups > [the group} > Invite member to add them. Most everything else: editing their role, awarding them a badge, etc can be done on the User profile page in Control.

You can export attendee repots on individual events, but there’s no way to export a list of the events you’ve published.(It’s also not possible to even copy/paste the table from {your-domain}.insided.com/event/overview is not paginated and only shows the most recent 25 events. It’s surpassing that the UI for this is incomplete and does’t match the other pages in the Content section of Control.)Use case: Reporting; self-service. I want to show the increase in event output over time, as it’s a key way we engage our community. Value to Insided: Current workaround is to request this via support. Not great for self-service or scalable processes. 🙃

It’d be great to have the option to add a custom label on Question and Conversation topic types. Something that works similarly to this on Articles: field on Article moderationUse case: call attention to the topic within various feeds (activity, category forums, etc). My use case that inspired this: I’m looking to incentivize replies and answers on open questions. I have most of a solution put together where I’d update the question with a reply that bumps it to the top of the recently active feed, but I was hoping I could add a label that calls out the bonus point opportunity. Otherwise it would just look like any other topic that had recently received a reply.(this would be coupled with an automation to award bonus points via Zapier based on some criteria in the webhook or Zapier trigger)Another use case might be a custom label to call attention to open-ended conversation topics that you’d like to see increased engagement upon. 

It would be great to be able to automate a notification to users when they are getting close to earning a badge, giving them a nudge to keep up the good work and be active, letting them know what they need to do to get there

Thanks @dandre for identifying this break in the feedback loop and like @Gabolino I am a massive proponent of the in-situ online engagement,ButIt is important as an option, and in the absence of a mobile app or a Notifications center we need every prop to make it easy for users to continue the conversation.It’s a question of mobility… If I have started a thread I have everything on my mind and if I’m on my move, without an app, email is my only option to carry on discussions…Today, we’ve come to expect even continuing the convo via Slack DMs for the connected apps… emails being the most basic usecase of closing the notification loop.

It would be really useful to be able to turn off the option for users to click on a widget and see the details behind the chart.Sometimes we just want to show the chart/number and have users use a table widget for the detailed information. Having the control adds more flexibility and customisation for us as systems owner. 

While this idea says this functionality was previously delivered for articles...… I’m not seeing that as a filter option in the new version of the view. (It is both a filter and an available column in the old view, but it’s not pulling any results for me; I assume that means it’s not looking at articles or product updates or that it’s perhaps broken). Regardless, I’d love to see the ability to filter by Label (topic label, not moderation label), in the new version with the ability to filter and display across all topic types: article, product update, question, conversation, etc. Some of those topic types don’t have the label functionality, so this idea would be a pre-requisite: But even just articles and product updates would be a good first start. :) 

We create events in a gated group which are for customers with a certain status/certification and for this reason we need the ability to remove the social sharing button for the events posted in that group. Please add a setting for these the share button to be removed. 

If I receive a private message and I click to read it, but am not able to action it right away, and I leave the private messages, when I go back, I have to remember who sent the DM so I can find it and action it. It would be great if there was the ability to add a label to a private message (Needs Action) or to at least be able to mark it as unread so I don’t forget about it.

Currently, it seems like Gamification ranks are automated based on attaining ALL of the requirements detailed (i.e. you need 10 Likes AND 10 Replies).To properly recognize people who contribute in different ways, we’ve had to make multiple ‘flavors’ of each Rank: one for X number of Likes, one for X Likes received, one for X Replies, etc.What would be great is if we could add booleans to each requirement to say you need to complete item 1, AND either item 2 OR 3.Let me know if you have any questions!

Hi team, I have a suggestion that is pretty much a nice to have but one that I believe would make total sense. When logging Timeline Activities at the Objective level or at the Success Plan level, they will always be displayed in the C360 timeline of the customer. On that note, I believe that Objective level activities should also show at the Success Plan level.  Would this be possible to implement?  

Hi Team, In the below screenshot we can see the highlighted program widget showing program count. According to existing design the widget will show the program count created for the provided date filter criteria.It would be really helpful to users if we can add some details to the widget like description that it shows the program created count for the specified filter criteria it would be really helpful. 

Is it possible to have the “Related Product” field in Community Activity sync to Salesforce Community Activity?

Dropdown menu detaches if we scroll the page in rules engine.

An If This Then That for Role based onboarding users.When I toggle On a Custom Role (Employee, Partner, MVP… etc) there should be an option to trigger a notification email like Manual badges that will help me onboard different categories of users, as I enable their special permissions like I do to Private areas of the Community, for. e.g.The email gives me a chance to call out Next steps Onboard them. The more sophisticated version (in the future) would be a Gamification based onboarding leading people along:You Registered > Complete your Profile > Say a Hello on this intro post… etc

When I’m reviewing the configuration of an engagement, it would be great to have an easy way to access that engagement’s analytics results.  And in the same way, when I’m reviewing the analytics of an engagement, I’d like an easy way to click into the edit/review config page of that engagement.