Archived ideas

The number of filters you can use in Gainsight during your report creation is up to 23 rows - All letter from alphabet. This is too less. We should be able to add as many options as we want. 

[Enhancement request from Customer] When creating a customer goal, there are 4 sections that you will always see in the initial detail view regardless of how you have your layout set: Name DueDate Status DescriptionAs admin,  I should be able to remove a field like “description” that is not required in my layout and not see it when I start to create a customer goal. 

Working with Ranks recently and since by default we do not log anyone out, the Login value cannot be used for Ranking.  I would propose not to have a value that can’t be used in the Ranking system due to a system setting and change this to Pageviews.   If a member comes in and gains knowledge through pageviews, it would be great if we can reward it and use it for ranking and badges.

I want to highlight conversation type posts to make them easier to find and contribute to the conversation.  Can we add a “join a conversation” to the community drop down that lists all conversations with the latest at the top?

I think it would be necessary to have the possibility to opt-out of gamification notifications.Atm users can decide whether they receive emails from new topics, private messages etc. but it is not possible to decide upon communication on gamification. So, the idea is to allow users to opt out of gamification related private messages and email notifications.

What:I wish I can upload users to role, using .csv file. Meaning, I have .csv file where I have following data:User 1,role 1User 2,role 1User 3,role 1and so on.When I upload file to the platform it automatically adds role 1 for those users.Why:Usecase 1: There are situations when I set up hidden child category and I have to grant access to the certain users. Maybe up to 50-100-1000 users. Adding users easily to role is mandatory, because role grants the access.Usecase 2: Now when we have Email Campaigns feature and emails can be sent to certain role I would like to easily to set up group of people who gets email. Maybe up to 50-100-1000 users or so.With usecase 1 & 2, I have list of needed users already in .csv file and I update it “all the time”.This improvement leads to:Uploading users to the role saves time, I mean a lot. Just think about you have to add certain role to 500 users, or 1000 users, manually. It is impossible. 

When the CTA is being created, it is not possible to update the Playbook Due Dates. Only after the creation of it, you can manually update it. We would like to have this possibility during the CTA creation to save us time. Thank you. 

It would be great if Objective CTAs, Tasks, and Success plans could all be updated for due dates via the rules engine. Currently, Objective CTAs are the only CTAs that cannot be updated. Use case: We have our Success Plans all due on a specific date as a requirement.  As a result, the inability to set a specific due date for CTAs and tasks can sometimes change the due date of the Success plans.  We would like to be able to override this.

Hi Team, The "Transformation task" in Horizon Connector view is currently is only available for iPaas Connectors (Zendesk, Freshdesk, ServiceNow, Jira, Zuora, Zoho, and Pipedrive). But few customers were looking to use the transformation task on the SFDC connector as well. Can you please consider this in roadmap and share an tentative ETA?  Best,Hardik

When I view events on a contact there is a menu that pops up when I hover over it showing additional information. I am only able to view this information though. It would be great if I had a way to dive deeper into the data and select a line so I could copy and paste it into another application for troubleshooting.

As we introduce more teams into our Gainsight instance, we are noticing a gap in notification options. When a success plan or CTA is auto generated, it notifies the owner, but the rest of the account team is not included. It would be great if we could build a rule that auto assigns the ‘customers I follow’ section to be based on the customers that each account team member is assigned. This functionality would provide end users the option to choose how granular they want their notifications to be without constantly having to follow/unfollow companies. 

We would like the capability for customers to add objectives in the success plan, so this can be a more collaborative experience.  

It would be helpful if we could create multi-stage features - for example, a process wherein a user has to click to initiate, then enter some text in this box, then click another option, then click submit, that would for the most part constitute a complete “action” for most of my use cases, as opposed to just clicking and viewing the page.  I’m no programmer so I don’t know how difficult that would be, but in my selfish opinion it should be done. Dream with me, for a moment, of a PX world wherein this random guy makes astronomical requests and says they’re simple, prefaced by saying he has no idea what he’s talking about!! Today is that day! Jokes aside, It would give me more accurate metrics. I have utilized the path analyzer, but it’s a bit clunky just to get to this end result. Thoughts?

Posting on behalf of a customer : With the current product design we can get the new user signup report daily/weekly. But it would be helpful if we(admin) could get a realtime email alert from PX when a user has visited/signs up for the first time. Additionally, it would be great if we could setup the alert(email) if those users qualify the  applied rules/filters at account level.Example : Get an email alert (to my address, ABC@xyz.com), When a user has visited for the first time and is coming from an Account that is "condition1 = value1"Currently the customer is having to connect their GainsightPX to an external system (salesforce), sync the data to the other system, and make the alert from there. Regards,Srinivas.  

Ideally, PX customers can create custom categories/labels, such as Case Type and Priority, and attach screenshots.   Then users will be able to select accordingly on the Bot + attach screenshots. After submission, it’ll create a Zendesk ticket with the case type, priority, and screenshots attached. 

This is in the API, but not in the Zap payload. Please add it in to the Zap. Use case: I’m looking at a custom onboarding workflow where I message them after 30 days, ask them to complete a survey and encourage them to add a picture to their profile if they don’t have one. 

I’d like to have the ability, via the User Overview page, to identify those members in our community that do not have a user profile picture so we can encourage them to add one. Could this be added as a filter?

As the Community Manager I have conversations all the times with users in PM’s on behalf of my company.   When it comes to accountability, metrics and sharing customer success I would like to share or mark conversations as action items or tag them for use in metrics.   At the very least I would love to be able to give access to view my MP’s to another admin or create a report or export.Any ideas?

By only allowing moderators to post in certain parts of the community, it creates bottlenecks unless you purchase more seats.In this case, I would love to empower employees, specifically our Product team, to share their updates with the community unilaterally in the PU module.The workaround for now would be to give a seat to a member of that team and then they handle the updates. But, preferably, we would be able to just let an employee do it and not need to go into Control.

In the sidebar navigation in Control, it’d be great if there was a search box that even just indexed the settings menu items as a starting point. There’s a lot of features and settings across the many menus and it’d be nice to be able to search, rather than trial and error search-by-clicking-through. 

I would love to be able to create an event, put in the date(s) and not have to also submit a time. 

Be able query members of groups via API (including private groups)

Have the ability to automatically add users to a private group who have a certain role. For example we have partners and all partners have a custom role labelled partner. We also have a group for them, it would be great that when a new user is assigned the role they can be automatically added to the private group. 

Currently automatic badges can only be applied to public groups, not hidden or private groups. Just plain silly.

Hi there,  I would like to be able to set a point system under gamification for a specific group. For example - we are running a Boolean competition within a group. Members can receive points for replying to the thread with their answer + additional points for creating a feedback post.  As more and more members join the competition it will not be feasible for me to manually calculate the points each member receives.   Thank you!!  @valerie.molina