Archived ideas

I want to customize the task screen on the Success Plans to include a few fields that I do NOT want on the regular CTA/Task screen.  Is that doable? Or are all task screens the same? 

Hi. Can we show the Source Type and Source Object Name in the Report Builder Screen. What I thought exactly was, right now if we click on the down aroow icon on the right side of the report, currently we are showing the “Created By, Modified By, Used In, etc”. So, there itself, if we can show the Source Type and Object Name that would be a good option Example: Source Type: MDA or SFDC or DataSpace Object Name: Actual Object Name which we used to create that report. Screenshot:   Thanks.

I'd like to use Gainsight CS as a tool that can give me an easy overview of all tasks that I need to work on for a specific day. Right now, It's not that easy to track down the separate tasks that have their due date today/tomorrow if you have a big list of CTA's. For example: If I have a CTA with a task for next month and one for today, the current due date sorting will sort on the CTA due date, which will be set to the due date of the task for next month. This could mean that I miss the task that is due today. What would be great to have is a list of all tasks, without interference of the CTA due date, sortable on their own due date.

On our C360 pages, we include several related lists of SFDC objects (e.g. Opportunity, Cases, Contacts, etc.) where a CSM will be navigated from the C360 page to the SFDC page for the specific Opportunity, Case, etc. It would be helpful if instead of re-directing to a new window, that a modal window opens so CSMs aren’t navigated away from the C360 page. It would help limit the amount of clicks and back and forth the CSM has to do, and seamlessly let them update SFDC information from different objects.

It would be great to have a link/integration with the customer's PX dashboard/report, directly from the R360 view.

 One of our customers is asking whether it is possible in the Scorecard History object, to be able to capture both the numerical score (via the weekly snapshot) and the actual Label of A-F grading, so that someone looking for historical trends based on grade can easily access that in their data warehouse without having to 'convert' from numerical score to grade.  Please let me know your thoughts.

Hi all, and happy friday! I had a question about the “Scorecard Timeline Comments” feature that I shared a few weeks ago during “Admin Office Hours”. I haven’t enabled the “Scorecard Timeline Activities” feature within my org yet. Is there a way for the GS admin to write a rule that auto-converts to a different activity type other than “Update”? Or is there a way to re-purpose ‘Update’ activity type?   Thanks in advance,  Jasmine

It would be great if there was a way in the Enablement Engine tool to pause an active audience in order to do a one time send.  Ex. I have audience logic set for an enablement, if for some reason someone was not included in the triggered audience logic, I have to delete the active audience in order to send one time to that individual and then go through and re-add all the original audience pieces. It would be great if I could pause certain audience triggers and activate just one and then reactivate the original audience, or if you just had the ability to pause pieces of the audience whenever necessary. 

I need to base a task due date off of another field within SFDC ... but i do not have a choice on the date field within a playbook to select another date field... any ideas on how we could do this?  

Use case: CSM is managing a company and sponsor tracking is set up. Sponsor moves to another company, GS updates with CTA and Sally puts list of that Sponsor's accounts in Slack so the CSM can say, hey you have this much revenue and these clients now not covered. Use case: CSM is managing Fiserv company. Fiserv company gets hit with SEC fines, Sally puts info in Slack (IFTT can put links to articles that mention a specific company in Slack today) about health scores. In general this could be a way to link Sally to external sources of info like IFTT so that they can action off each other and provide context in Slack about the account when external things happen, like when the newest TV line launches for Vizio, as noted by a launch statement being captured by IFTT, then Sally puts earnings data in Slack or YOY revenue. Maybe the stock takes a huge hit, IFTT can put that in Slack too, then Sally puts in data about NPS numbers from the company. There are a ton of possibilities that

First off I want to say I LOVE the new sticky filters in the Rules Engine with the 5.x UI.  This is such a time saver!   Would it be possible to extend the Action Type filter for any "Load to" action to search for specific fields to which data is being loaded?  For example, search for any Load to Customer rule that modifies/updates the Stage field.

Don't know how possible this is, but figured I'd put it out there. I love that you can filter the Rules Engine for Source Object, Action Type etc. Is it possible to take it a step further and filter for rules that are using/referencing a specific field (Native or MDA) in a particular Setup Action type?

I mentioned something about this a long time ago but, wanted to get it on community. Often times when there are many rules in the rules engine it becomes cluttered. One of the saving graces of being able to sift through all of the rules are the different types of searching capabilities. One of the main things an admin often looks for is what rules touch an object. While being able to pick what rules source an object is beneficial, we often have multiple rules that push data to a single table.  Unless you are very familiar with all of your rules it can be difficult to tell which ones can be pushing to a certain table. The feature request that would be beneficial is the ability to select 'Target Object', just like you can 'Source Object', and then pick the MDA or SFDC object. This then will display all of the rules that have a load to action to that specific object.

From the Reports 2.0 Repository list it would be nice to be able to edit the name of a report directly without having to open it up and go into the report builder.

As an admin, I want to see all new Ideas with Ideation Status “New” and save that as a custom filter.  This is to expedite my moderation workflow. 

It would be nice if you could select the order of tasks per playbook instead of a global setting.  

Currently the “Share” button has three options: Twitter, Facebook, LinkedIn. As content in most of inSided’s customers’ communities revolves around service and self service, sharing it to the three social networks doesn’t make much sense most of the times, as issues, problems and questions usually are quite specific. It is more likely that users want to share questions and solutions (the majority of the communities’ content) to single peers (or small groups of peers) instead of large groups of followers or professional contacts. WhatsApp is the biggest social messenger, that’s why we propose that the “Share” button gets a new option: Share to WhatsApp. After tapping on the WhatsApp share button, WhatsApp opens on the users’ phones and they can choose the recipient(s) they want to forward the URL to.

Hi Team,   Currently we do not have the functionality to setup the default HTML code for all non-operationalOperational email templates.The only option is to manually edit the HTML code for each of the template.   Can you please have a look at this requirement and let us know if we have any plan to implement this in future releases ?

It will be an advantage if we can add NULL handling string functions in rules engine to handle null values. Sample use case is whenever history tracking is enabled on user defined custom fields on Gainsight objects, Old Value which is a text field is populating NULLs into history fields. When a customer wants to compare this Old Value with New Value and take actions like create a CTA for the comparison result set there is no current feasibility to do a comparison of Old Value field with New value field in rules engine. If we can have a function like NVL() it will be more beneficial to support such genuine use cases.

Posting on behalf of a customer. Under the newly added data operations logging section the only thing that is currently tracked are modified records. Created records and deleted records aren’t tracked at all. In the future it would be very helpful to have this ability. 

Currently, we can have Sally find and display the CTAs assigned to the current user (e.g. My CTAs). However, we would like to be able to have Sally find and display CTAs for any user. This would be useful in situations when a CSM is OOO, requires additional help, or a manager looking to quickly see activity for a specific CSM. We can create an Insight and pull a report of all Open CTAs and then use the Filter to specify the Assignee. This is three steps: Show Insights <Type Name> <Insight Name>, then selecting the option to add a filter, and finally typing in the name of the Assignee. It would be preferrable to have the ability to either have a built-in query for any user (like the My CTAs query) OR be able to include a filter as part of the Insight query.

I’d like to give our Executive Team and CSMs the ability to use Gainsight Sally within the Gainsight App to call information from a custom section of C360. I talked to Gainsight Support and they said this was possible by adding another section to our C360 in Gainsight. However, I’ve been unable to call the C360 section within the Gainsight App.  Has anyone else had trouble with this?

The Survey panel in the C360 has two tabs, “NPS Responses” and “Survey Responses”. I’d like to disable the “NPS Responses” tab as it is not applicable.

It would be great as an admin if we could add tokens to playbook tasks. For example, if a task requires a user to go to a customer specific URL, it would be nice if we could surface that automatically in the task description. 

It is a pity that in Surveys 2.0 we can't print the analytics of a survey into PDF and thus share these native analytics with other people within the organization that don't have access to Gainsight. The surveys are an important feature and represent an incredible output in the customer success world. It's such a shame that we can't export these analytics branded Gainsight with other people, to show the value of Gainsight as a tool inside the organization and attract more users. The problem appears when you have matrix questions which are represented in the analytics as iframes and have their own vertical scroll (additionally to the scroll of the main page). Thus, the questions within the iframe can't be printed at all in PDF because of the scroll of the iframe. Would be great to have a solution for this. Thanks.