Archived ideas

Group Tags do a cool job to visually group ‘Groups’ on the Groups Overview page UI ?Currently the Group-tag selection does not reflect in the url which remains a static mycommunity.com/groupsBut, with Custom pages we would need to be able to serve up the tagged-results for the specific Product/ProgramAnd that would need the Tag to be passed as a query string to create a unique url for hyperlinkingwithin a content (like we have for Product Areas), and also a widget that does that in the backend and we get a curated list on the widget.So for the Custom page for product A, or for a program, we’re able to show:Discussions, Ideas, Events and Groupsrelated to Product A tied to a landing experience.

We are trying to streamline our user management across various systems including Gainsight and have structured this process so that user management for all systems routes through one user (with a backup). I attempted to create a dedicated ‘User Management’ permission bundle giving access to these responsibilities to that user however discovered that to add users you MUST be a superadmin. IMO these are two very different roles and we open up a lot of risk within our instance by giving someone who is not a trained admin superadmin capabilities just so they can add users to the system.Please allow us to permission adding users to those outside of the superadmin role. Thank you!

We would like to be able to choose which types of activities are sent to slack via Sally subscriptions, right now the setting is just a Yes/No, and too many updates are being sent to slack. This would help us tailor the types of activities we’re notifying people about  

I’m really not sure how I didn’t encounter this issue sooner 😅I assumed this functionality was a checkbox in the survey admin somewhere since similar functionality exists in program settings (wherein I can allow participants to enter the same program after “completed” status). I have a JO program that I used for onboarding new customers. These customers are prompted to submit a GS survey. The survey gathers relatively simple but foundational information from the client. Information that’s relevant whenever the client renews as a customer too. So I configured the JO Program to allow the same participant to enter the program after they've completed it once. The idea is that the client renews their contract and then enters the onboarding program again. but it seems that when the same participant is sent the survey for the second time, they are told by GS they “already filled out the survey”. After chatting with GS Support, it’s looks like currently this isn't supported. I would have to d

Hello,We have created a custom object to display data on the C360, like # of active contracts, and it would be very helpful if these widgets worked the same as the dashboard widgets. Users should be able to click on the widget card from the C360 and have it open a drill-down report for more info rather than having to navigate elsewhere to get the info they need.I can imagine this would be very helpful for any KPI you’ve created as a field widget on the C360/R360.Thank you!​

PX's current functionality only includes Adoption, In-app Performance, and Email Performance reports under Email Reports → Custom Reports. Can we have survey performance reports also included here? 

We have initial delay option in dialog engagement. Can we have this option for survey engagements as well ?  

Hi there,Real-time sync job doesn’t support calculated fields (which contain a formula built in DM). I realize it’s “logical” because they don’t contain values per se.However, this would be handy. Could this be made to be supported, i.e. update event would be triggered whenever the fields used in the calculation are updated?Thanks!Alizée

It would be great if CSMs had a quicker way to manually add a CSM to their calendar vs having to open the CTA, go to the upper three dot and select that option.Include an “Add to Calendar” / “Remove from Calendar” button to the Cockpit list view.  

I’ve received feedback from CSMs who used to live and die by the Cockpit Calendar View pre-horizon that they wish they had more granular options to group CTAs in Cockpit List View, beyond just “Today” “Next 15 Days” and “Upcoming”I realize Gainsight isn’t bringing back the Calendar view and that the direction is to use Calendar sync, however for CSMs that have a lot of customer accounts, this can really clutter up their Outlook/Google calendar view.A good compromise would be to allow the addition of additional cockpit groupings i.e. “Tomorrow”, “Next 7 Days” and the ability to group by Due Date displayed by the actual day.  Also they REALLY don’t like the “Due in 2 Days”, “Due in 3 Days” stuff either. Add the ability to display the actual Due Date.  

This will help ensure our pooled csm who use zendesk have their threads written into the Gainsight timeline

The NPS widget currently does not include a date range of ‘Previous Quarter, Previous 6 months” etc. So we use Last N Days to calculate the score based on our survey schedule. However, when trying to enable the NPS Automatic Milestone for the C360 Customer Journey Timeline, we get an error message that we cannot activate it due to the NPS date range config.Can the automatic NPS milestone be updated to support Last N Days calculation? If not, can adding additional out of the box preset date ranges to include a ‘Previous...” look back, be assessed?

Author’s Username, User ID, Avatar, Rank, and Main (Primary) Role is already available. I’d love for custom user roles to feed through as well, like they do in the data exports. 

When Creating a Lead Manually Lead owner receives an Email notification. However, this is not the case when the lead is inserted/created by the Rules Engine automation 

Hello! Recently, my org had a request to delete some accounts in relation to one of our teams that work out of Gainsight directly. We had too many accounts living in Gainsight, so we created a filter that we thought would work in deleting the appropriate accounts. Sadly, we had several accounts get deleted that should not have gotten deleted. The deletion was permanent, so I opened a Gainsight Support ticket (Retrieving lost records for CTAs, Timeline Entries, etc... that were deleted with account deletion – Gainsight (zendesk.com)) in hopes of getting some assistance in retrieving those deleted records, along with the important data that lived within those deleted records. Gainsight Support has worked with me on this, and we have been successful in retrieving some of the lost data, but not all of the data. This has put a significant strain on the team in which those accounts belonged to. I am wondering if there might be a way to input some sort of “Recycling Bin” feature within Gainsi

I missed something in my setup for the customer goals rule which created 3300 empty goals. this didn’t show up in testing but I am unable to delete them en masse and Support said they’re unable to either as it’s a system object. This is HUGELY frustrating. I’m now having to go account by account and delete almost all of the goals. Can we PLEASE have the ability to delete those objects created in error in bulk or via mass edit? 

Currently the UX for saving a connector job chain is much different than anywhere else in Gainsight, and it is non-intuitive overall, causing us to miss the ingest of data at times.In the Connectors 2.0 → Job Chains section, when you drag a rule over to be part of a rule chain, there is no clear save button.  This makes the user/admin assume that the change is saved once the rule is dragged over into the rule chain.  However, exiting this screen does not save the rule chain.It appears there is a little gray check box next to the rule chain name that triggers the save action for the chain.  This is easily missed and can lead admins to think their job is part of a chain, when it is actually not saved. 

If I’m not mistaken, I’m not able to “Run” a connector job chain manually. It only runs on a schedule. When we have certain jobs fail or abort in a chain, sometimes I want to run that chain. Instead I have to run each one separately, waiting for each one to finish.

Leanrinng yet another site of keyboard shortcuts, and/or fiddling around with the mouse to create one off formats for headings and the like, is not how I like to spend my day. 😊Please add markdown support to your free text fields.  This would be hugely helpful, and allow for fast, efficient authoring with good options to make the document visually appealing.  There are open source embeddable editors such as simplemde, so please consider extending your own, or adopting an open source alternative.Thank you.

I’d like to have an option for exiting or terminating the rule execution from within a setup task.For example, I have a rule that creates new Person records from a Sales to CS survey. More often that not, we have no surveys coming in, but we still have to pull all of our contacts from SFDC, and then have transformations on all of those contacts. This particular rule takes ~ 7 minutes to run, when ideally we’d see that there are no new surveys, and we exit the rule execution. This could save us a significant amount of processing time each day.

In the July 2023 release there was a new feature that I think needs expanded upon.Engage Users on Their Preferred Devices: Launch device-specific web app dialog engagement for preferred devices (computers, mobiles, tablets) to enhance clarity, reduce confusion, and improve campaign effectiveness. I have 2 recommended enhancement requests. Make the Dialog engagement Device Selection a multi select option. I am currently having to advise my team that we clone the engagement and have 3 copies to reach all users. Move the Dialog engagement Device Selection into the Audience Logic. There is already an Audience rule for Device that covers this topic and I am unsure how these two configurations both function separately.    

I’d love to see the feed of recently awarded/earned badges integrated with the main activity feed widgets. And in addition to that, enable the ability for others to Like that update in the feed and comment to congratulate their fellow community members. This is likely quite dependent on each community’s gamification strategy, so it’d be ideal to offer an on/off toggle. Perhaps even a toggle on each badge (like with the private message automation toggle) so that communities could choose which badges they want to show in the feed Use Cases:Certification Badges Top contributor badges Key accomplishments (onboarding milestones, speaking on events, volunteer or advocate roles, customer go lives)Key benefits: Promoting peer-to-peer relationships and encouragement Increased visibility and significance of the badges if it Think of it as unlocking a public and community-wide version of the option to message the user when they get a badge. The tactic is nice from the community team, but this wou

Hi,if you have a lot of filters for a dashboard, a part of them will be hidden and only shown if you go on “x More”. This view goes away as soon you click into any report.Can I suggest to have the option to lock this view, so it stays there if people like to keep seeing all filters.

I would like to see engagements in addition to features in path analyzer. For example, when we first make a KC bot available in a product, our “What’s new” announcement includes mention of self-help (KC bot) in addition to new features. I would like to see whether people who complete the “What’s new slider” follow through with opening the KC bot and running an engagement.

Use case: when searching for a company within the global search bar, all company names are listed in alphabetical order if an exact match is not found. However, this alphabetization is only applied to company records, not relationship records.We would like this functionality carried down to the relationship records as well. In our organization, we have 2 subsets of child records, and within the search results we would like one type of relationship record listed before the other. This would allow for easier searching by end users.