Archive

Currently in Programs you are unable to use a custom ID type field in the participant mapping section. The use case in this example is using the CSM ID from Salesforce, which is is the user id of the salesforce user.  This use case was raised to support about a year ago, I’m curious to know if this is something we might implement soon? 

CSM would like the c360 detail options on the left side of the screen to remain static when toggling to timeline.  If the Timeline is displayed, the CSM wants to click on a detail menu option, like Cockpit, without first clicking Detail.  This should display the detail - cockpit view.

Hi Team,Currently we have limitation while updating the value of report from C30. Particularly with the currency data type field. While updating the value it will give you an error saying ‘please enter valid values.’ without clearly stating what is the valid values. I’m trying to update the currency field value in report which I have set in C360. I got the error while putting value with Currency Code like ‘USD 1000’, with currency symbol like ‘$ 1000’ and with using comma separate value like ‘100,000’. It only allowing me to enter the value ‘100000’ like this without having comma, currency code and currency symbol. But when I’m updating the same field values form Data Management. It restrict

Our CS function looks to measure reactive servicing (inbounds from customers to CSMs), so that we can leverage any  insights on where optimisations can be made by product, support, content etc to reduce PTC / deflect better.Most 1:1 emails are in Gmail, and most are then logged to timeline via chrome assist. Currently, when a CSM receives an inbound email from a customer, and they reply via Gmail, there is no way to tag or codify the reason for that inbound email in gmail itself (i.e. when they are writing/sending the actual email), and therefore it’s very difficult to report / measure where CSMs are spending time, if there are any spikes in reasons for customer contact etc. Can consideration be given have mirrored email activity options in the Chrome extension?  **I don’t wish to ask CSMs to have to go to GS and manually update there / double handle - employee experience is high up my priority list. 

We’ve begun archiving engagements that have completed their schedule and I noticed that when I switch to the archive, there is no ability to filter those engagements. It would be great if the Filters and Labels that can be used with the engagements list could also be used with the archive.

Currently, we can customize the email subject and notes while sharing the share360 -   But can we have a more quicker way - something like a template or email customization in the share360 layout directly.As an example, while sharing - contact may belong to different region wherein I need to send the email in their language and format. Now if we have this feature then it becomes easy setup and becomes more engaging.  

The current algorithm for the feed on the home page pushes topics with the most recent activity to the top. This buries the most recent topics under topics that have received replies which is not useful for our community. 

Hi Team,Client (Modern Health‍) has requirement to display company renewal date under details tab of CTA Detail view.There is a Company tab in detail which can have this field but client wanted it to be available in Details tab.Since we don’t have this ability currently in the product logging this community post for product team review. 

Just a UI feedback that The most imp CTA on the Invite email is the ‘Accept invite’ link that should standout and be at the top rather than at the very bottom. The lossy scenario becomes more acute if the group has an extensive About section which appears on the body and the Accept invite is way below. I’ve had users have to re-check multiple times because they failed to spot the ‘Accept invite’ link and couldnt get inside a hidden group.. 

When creating a Quick Insight, the Insight is immediately available to all users that have Sally enabled. I'd like to be able to control which users have access to different Insights. My two use cases are 1) Being able to test a new Insight for display and functionality before making available and 2) limiting how many Insights an individual might have to sort through if they only need data from small handful of Quick Insights or have certain teams/user groups only have one Type with all their Insights and not see every Type and Insight.

The ability to send a test survey email. We have stakeholders who would like to see how the end recipient will be seeing the email and survey before it is deployed. We currently don’t have a way to show them the “final product”, it would be great to have a preview option where you can send a test to another email address for them to open the email and click through the survey. 

It would be helpful if the content overview in Control had a column that displayed poll responses — or even just if there are any -- for a particular topic and indicated the topic as unread so moderators would review the content. Currently you have to go into the post itself to see responses.

Awesome to be able to generate the Api keys ourselves but I noted the keys are visible in the console to all ‘Community Managers’ or ‘Admins’ and checked with our PMs who pointed out that it is usually masked?See from our PX prod configBest practice 

Hi Team,Client ( Arbor Education Partners Limited‍ ) has come across a use case scenario where they need the ability to add multiple emails in reply-to field for email communications. We currently don’t have this ability hence logging this community post for product team review. 

Email OPEN events are not currently available for Email Engagement Audience Logic rules. Including OPEN  in this event list would facilitate email engagements like ‘send email B to users who did not open email A’, ‘send reminder email B to users who did open email A’, etc.A GET request to the EmailEvent can return emailTrackType: EMAIL_TRACK_OPEN. That’s the event that would be great to add here.

Our old platform had a pretty cool feature that I miss: we could @mention articles and it was CRAZY helpful.  Often I respond to member questions with a resource or thread that is in the community.  Being able to @[start typing the topic name] was such a time saver over opening a new window, finding the topic, copy pasting the hyperlink. Would love to see that same functionality in inSided!

Hi, We have quite a bit of data we manually enter in the C360 and was wondering if there are plans to update the functionality of the attribute tables such as:adding title section/headings to separate/group the fields  layout flexibility  adding fields and not having to line them up next to each other  layout options for 40-50 fields ability to pull in data from other objects in the account summary (e.g. leads information instead of number of leads the account has - or at least be able to click on it and bring it to the details for the leads) Thanks!

Concept: the same experience as selecting a category for other topics, where you are required to indicate the category/group/location. Requires: product areas to be configured for ideation, which some communities may not (although I imagine this is a best practice). My POV is that it’d be simple to require this for all ideas. But if there is resistance to that component, then I’d advocate for a toggle to turn on the requirement. 

Hi there,I think there’s no point to keep voting on delivered (released) features. 

Please merge this post if there’s an existing request, but I didn’t see it. I’d prefer for all content types to be available for all categories. One reason is because it would eliminate the need for more categories if people could post any content type to any category. For example, we have three products and right now we’re offering discussion categories for each of them, plus ideation categories. 

One of my CSMs failed to update a contact of theirs. The email field was updated in Salesforce, but the associated company was not.The result is I now have a NPS survey response attributed to the wrong account.It would be great to have the ability to swap the associated company on survey records. 

Ability to customize the survey options. (icons)Like for a boolean option to edit thumbs option to any other icon. for instance true or false.This would help to increase use cases of utilizing these surveys.

Currently we can only filter by calendar quarter/year not fiscal on NPS Analytics. Please can we add Fiscal filters too. 

When our customers kick off their implementations, we send them an email with the kickoff deck and a zip file of project workbooks attached. We would like to semi-automate this with email assist (by surfacing a template in a CTA task so that the end user only has to check the email, attach the files relevant to the customer, and send), however we are limited by the fact that we cannot attach zip files to emails in email assist because the .zip filetype is not supported.

It would be great if, when searching for an engagement by name, you could hit enter and get a list of matches. Currently, you just get the dropdown that truncates the engagement names and hovering doesn’t display the full name. It’s then hit-or-miss by clicking on one to see if it’s what you wanted. THEN, if you search that keyword again, the dropdown results are not shown in the same order! So it’s an even more complex game of hit-and-miss.If the search finds 6 engagements with the keyword I enter, it would be great to see just those 6 appear in the regular engagement list view. Similar to how the engagement list changes if you click on a filter or a label.Also, I don’t know if this needs to be a separate idea, but it would be great to be able to export a list of engagements: full list, filtered list, labeled list, search results list, etc.