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I am interested in creating a guided onboarding flow using gainsight. Imagine a checklist (KC bot) which contains 5 different items that we want customers to do. Imagine a guided tour (engagement) per checklist item.The issue that I’m currently facing is to tie the end of an engagement to a particular trigger that it gets marked as complete only once that trigger is achieved. That trigger can be a custom event raised / CSS element that gets visible on the screen.(Don’t want the item to be marked as complete once the user has seen the last page/screen of the engagement.)

 I believe the Easiest way to find Quarter based calculation in Rules are like this.Current Quarter Use case : Want to ingest sum of Forecast amount for Current Quarter Show fields : Opportunity Amount, Opp GSID, Close DateTransformation:Sum of Amount GSID[Date Forumula] → First Day of Calendar Quarter(Closed Date)[Date Forumula] → Last Day of Calendar Quarter (Closed Date)Based on Closed date it would create two fields, You can ingest these two fields in GS Opportunity Object.Now if you want to know GS opportunities got closed in Current Quarter, Here is how you can apply the filter to your fetch. First Date of Calendar Quarter <= Rule DateLast Date of Calendar Quarter >= Rule DateIt will pull up the opportunities closed in Current Quarter. Last Quarter Use Case: Want to ingest sum of Forecast amount for Last QuarterShow field : Opportunity amount, GSID, Closed Date, First Day of Calendar Quarter, Last Day of Calendar Quarter [ These two fields are coming from previous rule run

Sometimes Moderators would post an update and it falls off the grid for succeeding updates.An automation rule to remind Moderator to engage back on Idea threads for all stages till the Idea state is changed to : Implemented/Not planned etc.This is a scheduled auto notification and the period can be set by the Community manager to a frequency of Monthly/Quarterly etc

For some posts and content we have a deadline for replies. An example of this might be a contest. It would be helpful if you could set a topic to close at a certain time in these instances to avoid entries that come in post the closure.

We would like to access the possibility of implementing a preview option for smartphone view/version of an article, so we can see how the article looks and improve the user experience in Fórum NOS. We would also like to know if it would be possible to enable video resizing, a like the similar option that exists for pictures. This would be important because large videos take up a lot of space in articles, and end up steering the focus from the article core.That said, do you think it would be possible to implement this features in the near future?

We have several update posts that go out on a regular basis. I would love to have the ability to create a template that community managers can apply to a post.  The way I’m thinking about it now, the template would include a standard layout and images (ie. icons, header etc) that could not be modified, but the content within each section could be updated. Somewhat similar to how some CMS systems work. I know we can create draft posts, but I’m concerned that the draft posts will be deleted or changed accidentally, so it would be very helpful to have something that speeds content creation and isn’t easily broken. 

I was talking to Gainsight Support and they advised me that when you update the currency rate in the Currency Management, that it updates everything in Gainsight. This is a problem because currency rates change on a regular basis and it’s going to skew our data. It makes my job harder and will need to find a work around in my Dynamics CRM. I cannot have my historical financial data change because of the adjustment to the currency conversion rate. A few suggestions:Add history for the currency conversions - gives us an overview of when the rates have changed  Ability to only update the currency conversion rate when it’s been updated (e.g. conversion rate updated on July 1 - anything after July 1 will reflect the new rates)  This is a big impact on my organization because we deal with multiple currency and need our financials to be converted to a specific one.  

It will be great if people may vote/mark questions as "Good idea" or "I have the same question". Sometime people don't want to create a separate topic and they just post a small message in an existing topic. Even this small message may be very important. Other users may mark this message differently and in this case small important message won't remain without attention.

Hi, Today I received a message from a customer/community member. He wrote: if you want to look back in your own reactions (or those of others) you see the following for each reaction:      In the image above you see: Author: Koos Title: yellow, with link to the first topic post Response: yellow, first few sentences of your own response with link to topic Category: green and orange with links to categories Viewed: yellow, with link to topic Number of Comments: blue with link to last comment in topic Time last response: blue, with link to last response in topic The customer/community member is concerned with the "Response" which is marked in yellow because it points to the topic and not to the post of "your response". This means that he can’t jump to his response, but only to the post itself or the last response. Some topics have many posts, so it is difficult to find your own (or that of others) full response. The customer/community member has viewed the HTML and it appears that the fir

Hi! We’d prefer not to have the label ready STICKY for our users, whenever we have to make an article sticky. Would that be possible? 

Evening!This is just a simple one related to some security stuff I’ve been having fun with recently. And yes, inSided does know what that fun is. XDIt’s just a small thing, but I was thinking about it recently. Something that might be helpful, would be a link on the login page for Control that leads back to Community, just in case someone happens to randomly stumble across Control by mistake and doesn’t realise that they’re in the wrong place. Especially when a certain @JessPritch has a habit of accidentally grabbing the Control URL for threads rather than the Community URL for them when she’s replying to questions… When combined with a recent Top Sekrit Security Fix (which is a Blastoise Speciale after all!), this should help to more or less resolve any potential confusion.

I’ve received feedback it would be encouraging for our customers and partners if their company logo can show in the leaderboard. Any thoughts on this? 

The tag cloud in the side bar would ideally present tags from within the same category / sub category that it lives, not just the general all public tags.

Salesforce supports advanced currency management that allows users to manage dated exchange rates within opportunities. Dated exchange rates allow one to map a conversion rate to a specific date range. Based on the start date and end date for a given conversion rate, a closed opportunity amount would differ even while using the same currency.  Some of our customers have requested for this feature, it’s good to include this feature in our product as well. 

Having a select all/deselect all option for Permissions (esp, when creating child categories) can help to quickly unselect or deselect roles and allow finer authorisations to be easier & quicker. 

Hi Team,When a merge fails, the Customer wants an email to be triggered to his Inbox? So that the customer will be notified regarding the failure instead of going to the logs to check. Thank you,Sai Teja G

I have over 50 accounts, so it would be helpful to have the ability to view 100 or 200 accounts as well as the current 25 or 50. I often forget I have the other accounts, and it’s not very user-friendly to have to use the arrow button every time I need to see more than 50 accounts. Additionally, if you set the view to be 50 accounts (or eventually 100 or 200), it should stay that way every time you log in. If you’ve set it once, you should be able to have it stay like that for ease of use. I always want to see all of my accounts, so I constantly have to keep changing the view from 25 to 50. Please look into this. Thank you!

I’d like to have the ability to filter the analytics by categoryIn our case we have a group of ambassadors. We like to report on their overall activity over the month/period against their targets, but the number of posts/topics/replies/comments includes all sections of the community if we try to use the User dashboard. It would be helpful to be able to only show results for one or more specific categories when content is published as we can do on the Content dashboard.

Every week, I put together a dashboard for the community and use several components of dashboards available in Control.  One thing I manually put together is account activity in the community for the week (ie. what companies have been in the community). Below is an example, though I blurred out the company names. As you can see, it has the company, what type of activity they had (new member joined, new reply, new post), and some of the ARR and Account Classification from Salesforce. Manual information I provide in a dashboard every week.I think the Engagement Dashboard table is VERY close to being able to be sufficient to replace this manual effort.Show new members  (Nice to have) - be able to pull in certain SFDC fields on the Account level (Nice to have) - ability to select what columns to display and the order in which they are displayed. For example, Page Views isn’t critical for this table for us.  

In Analytics: It would be nice to be able to remove a user type. For Example, Employees vs Customers.  I would like to remove the Employee User Role in my reporting to better understand just how our customers are using the platform.

Issue -It appears some of our users accounts are not syncing with Salesforce. I am thinking it is because of one of the following reasons - They aren’t using the email associated with SF They aren’t a contact in Salesforce They have an updated email address and we should update in SalesforceAsk - We’d like to be able to run a report that captures who is not syncing to Salesforce so we can use that data to update records, etc.

Is there an option to allow Gainsight Assist send out surveys to clients? Our use case for this is for the CSMs to have the ability to check-in with clients who haven’t completed an NPS or CSAT survey with us. I’m aware that the system does not currently support email templates with surveys in them. 

Would like to have the ability to schedule posts replies. Some context and examples:We run a regular series of weekly posts that kick off the week and wrap up the week. We can schedule the start of the week, but cannot schedule the reply for the wrap up. We often don’t want to be the initial people to reply to a post initially and would like to have the ability to queue up a reply to go out at a certain time. 

It would be nice if we could add Program categories. For example, we have a Dynamic engagements team that I develop programs for and it would be nice if we could categorize those programs with that so we could either filter to only see them in the schedule and to help filter for specifically them in reporting to help generate the data easier.

On behalf of a customer,      When creating an Email Template, we can add a Button, where we can then add a Link Token. This allows for link tokenization of the button in Journey Orchestrator, so that recipients will be able to click the button and have a unique link based on condition.     However, when this same Email Template is used in a Playbook Task, we are not allowed to use this token within the Button. This is not a supported token type with Email Assist 2.0, as stated in the documentation. (Send Emails from Cockpit - Gainsight Inc.)Email Template:Email Task:     From an Admin perspective, it would be highly desirable for this token type to be supported in Email Assist 2.0. Additionally, could the Email Templates documentation (Create Journey Orchestrator Email Templates - Gainsight Inc.) please be updated to more clearly reflect where this functionality can, or cannot, be used?