Archive

This morning I’ve been reviewing the Email Assist 2.0 update and realized that the Email Stats section of a sent email assist task only updates with a browser refresh. It would be really handy if you could add a “Refresh” button beside the View Email button so that users can refresh the stats on-demand without having to fully refresh their browser. 

For the event attendee download it would be helpful if you could also specify what custom fields to include in the download. Recently we’ve been having to work around Zapier issues with inSided and to upload to other systems we need the custom fields we have for First Name and Last Name included in the attendee file.

Posting on behalf of a customer,  It would be beneficial to have a confirmation dialog before merging records in Data Anomalies to avoid accidentally merging the incorrect records. 

Smartsheet enables CSM’s to email their customers directly with shared project dashboards/files/etc. When these emails are sent on behalf of the CSM’s Gmail account, quotation marks are surrounding the recipient’s email address. This prevents the Chrome plugin from recognizing the recipient on the Company Person object and leaves email timeline entries in the draft status. Would be a nice addition to have the feature be able to recognize these quotations and still be able to log these entries to the timeline!

The ability to track Registered unique visitors vs. Guest unique visitors on the Audience dashboard got me thinking… could this same tracking functionality be applied to the Self-service dashboard to help us report on self-service behavior of registered vs. non-registered users?  My thoughtsThe Self-service Dashboard currently displays the following data:Self-service score Unique visitors who viewed help content Unique users who created tickets Self-service score monthly trend (for selected time period) Self-service and helpdesk user daily trends (for selected time period)It would be great if the Self-service dashboard could also show trends for registered users vs. non-registered users, similar to what’s now available in the Audience dashboard:Self-service score for registered users Unique registered visitors who viewed help content Unique registered users who created tickets Self-service score monthly trend for registered users (for selected time period Self-service and helpdesk user

I am trying to bring a new data object to Gainsight and for that I have a csv file that I am uploading to our S3 bucket.However, this file has some records that do not have right values or format. Since my csv has over 1 mil records, scrolling through it and fixing it prior to upload will be very time consuming, but it would be really useful if the rule engine would still upload the file with the records that are good and provide an error log with the bad ones. That way, I could work only on the bad records, remove the ones that I cannot use, fix the ones that still have some use behind them and re run the rule. 

When I am previewing a Survey and validating my questions, formatting, etc., I should not be blocked by the ‘required question’ error messages. This forces me to fill out each question before being able to move on to the next page, something I should be able to bypass when previewing and finalizing Survey content. 

We put usage data in every month and so the only AE graphs that are of any value is 365 days.  All other graphs pick their own data points like Ndays or a week and make no sense in our environment.  Honestly the earlier widget was more useful.  I want to be able to show data for three months so that when we have a QBR I can generate an accurate graph.  In todays world the CSM has to run 365 days and then cut, copy and paste to get a useful image of the utilization.

When setting up a new survey, I was delighted to see I could simply add an “other” option. However, I’m apparently stuck with a static field for how I want that option labeled - i.e. if I want the answer labeled “Other”, then the comment box is also labeled “Other.” In this example, I want the comment box labeled “Please Specify” while leaving the answer as “Other”, but I’m not able to distinguish the two.   

In Adoption Explorer (AE), I would benefit significantly some mechanism that supported an automated retry or a true-up of previously ingested time-series data.In my particular use case of ingesting from Redshift, if my time-series data doesn’t happen to be available on the time-based schedule I’ve configured within AE, I ingest incomplete time-series data. (Redshift might be down or flaky, or my data warehouse team may be reporting delays in data availability). Currently, once I discover that, I manually perform a Historical Run. Nice, but some re-try or true up automation could be great here.I’m trying to escape the “you’ve got one moment to grab data, and it has to be ready at that precise moment or you miss out” scenarios.As potential solutions, let me ingest for 1 day in arrears and also 2 days in arrears. This way I know I have a non-manual fallback, and also any corrections or updates made in Redshift to my source data are ingested to Gainsight.Or, provide more “kickoff” options

We have a program that sends usage emails to customers on a monthly basis. I would love to have 1 email be logged to timeline for the monthly utilization for each customer.  And I said only one email, as we don’t need to have each and every email that was sent out (for each stakeholder) rather have a way to trace back the usage data sent out to customers for historical purposes. Also, it would be ideal to have the option to send the usage email for a company in 1 email - for all stakeholders - rather than having individual emails sent to each of them. Thank you so much for considering this product enhancement!Raluca

We have a use case around needing to build a report on company person and limiting by the number of rows returned for each company.Currently, there isn’t an easy way to do so and the report returned has issues with latency due to the amount of data behind it and also it is not easy to navigate given that for one company we can have 50+ names that fit the query and for others a lot less.Would benefit from the ability to have a function that allows for the return of 5-10 records per company w/ criteria - by role for example.Thank you for your consideration!

There’s a very popular product idea for the GMAIL plugin for the ability to select activity type when logging from the plugin - would love that for Outlook. We have issues within our org where we have accounts with the same names (but different brands). At the moment the ‘Log Email To Timeline’ button is greyed out for these accounts. Would be good to show some more metadata about the account so the CSM can select the right account and these can be differentiated in the list.  

Currently, our corporate policy on Google BigQuery requires a billing project ID.  The dataset that the data lives on, not many (if any) have direct query access to the Project ID.  Query access is given to individuals via Billing projects.  That way the compute costs can be divvied up based on who made the query.  I have spoken with Support and others familiar and have been told it is not possible with the current connector / integration and must have direct query access to the Project ID provided in the connector setup. Our policy will not allow us to leverage the Connector as is due to this, and therefore requesting that the ability to specify a Billing project ID (optional) is added to the connector configuration for the Google BigQuery setup.  We utilize other tools, such as Tableau which allow for this - https://help.tableau.com/current/pro/desktop/en-us/examples_googlebigquery.htm (search for “billing” on this page.  

Hello! My team has a feature request for Surveys. Currently, you need to use non-anonymous surveys to track the account/contact submitting the survey. We are rolling out a self-assessment survey, similar to Gainsight's O2 framework, as a pre-requisite for Success Planning. We would like to offer this to customers with a reusable link but associate to the account/contact after the survey submission, which is not available today. We will be proactively sharing this with our dedicated CSM and Low Touch customers via programs/email assist. However, we would also like to publish in additional places so all customers, including Tech Touch, can find/submit organically. Ideally, we would like to post a reusable link in-app (via Pendo), our customer training site, and emails sent outside of Gainsight. Thank you :)

In Control > Content it would be helpful if you could organize the columns in the desired order. Today you can select what columns appear, but the order cannot be changed.

Firstly our PM team Loves the additional Filters introduced and the Column options and the nifty Refresh button, all enhance the content and People moderation experience.  It’d have been awesome if a re-ordering of column headers were available, so that I could customize my Table view even further.

Hi folks,I wanted to embed type form survey into a post - but found out:It no longer works (generic domain is not supported error) The free plan only allows 10 response per monthCan we pick another vendor to integrate? Don’t mind which:Microsoft forms Google forms Survey monkeyI was a big fan of type form when they first launched (was was a paying customer), however their platform is hideously expensive for what it is now - the minimum cost is now $25 USD per month for 100 responses.

Hi Team, Please give the ability to export the Custom views. Exporting the data into CSV and applying the filter is cumbersome. This will save lot of moderator time. 

Posting on behalf of the customerCustomer wants to be able to complete other actions while editing comments on a CTA, without the comments disappearing before saving. Something similar to the timeline draft functionality. Is this something that we can create a roadmap for?

What: While it is possible to publish content in categories that are either visible to all or hidden to some which enables defining content permissions, it is not possible to have a category with topics of different permission levels.This means that we are having to compromise the use of categories for structuring in order to use that same lever for permissions handling. This has surely been mentioned before but I failed to find it… Context: I’ve been pitching moving our Knowledge base to InSided recently, or at least through a content integration have the KB front end be the community platform instead of a standalone site. (We already have federated search but because our users know where to find the KB already they go directly there, missing the opportunity to search both resources). When exploring the conversion possibilities it became very obvious that setting permissions only via Categories was a compromise to the more natural use of categories: Structure. So KB content that we wa

The Help Others tab when it contains no unanswered questions is just blank. It would be better to display some copy there saying something like “There are no unanswered questions at this time” rather than nothing. 

When working with multiple topics in Control is would be helpful to be able to navigate to the next unread topic from within the topic you are at without having to return to the main Content overview, select the next topic.

Hello Team,One of the Customer Simondata has requested for a feature request where they can link multiple opportunities to a CTA. Currently we can link only one opportunity to a CTA. The users want to link more than one opportunity to a CTA. 

 Is there a way to see Last modification in Adoption Explorer ? It would be a great feature if we can see the last modification in Adoption Explorer.