Archived ideas

I think there are some improvements to be made in the Segmentation engine. Cannot do segments within segments.  This really limits our ability to manage custom audiences and merge them together as necessary for guides or other purposes. Can AND and OR criteria, but cannot do something like this: "target engagement to users who visited NewsCenter feature < 5 times within the last 30 days."  Can only do: "NewsCenter feature < 5 times", "Visited anywhere in product within 30 days". Thanks for listening!

I would like to trigger users to fill in 1 of our profile fields. My idea is to give specific users, based on profile settings, a notification by pop-up when they log-in for example. In my case it's to set attention on the profile settings, but you could use it for other referrals ofcourse.    In our case it's the profile field question: Do you like to receive Community news by e-mail?  In the past this question wasn't mandatory. I want to trigger the group again that says ‘NO’ to increase our newslettres userlist. 

Hi,  It would be great if we could add some extra tabs to the homepage. Currently, our customers find it difficult to stay up to date on community topics. They often use the recently active tab, but because ALL topics are shown in this tab, they still lose the overview… We think that creating different tabs with specific content would really help.  Here are some ideas on what kind of tabs would really help us and our customers:  Tab populair topics from previous week (most views and interaction)  Tab topics with no replies (this is quite similar to this submitted idea)  Tab recent knowledgebase articles (this relates to this idea)  Love to hear what you guys think about this …  Thanks! 

Hi In scorecard configuration page can we display all the scorecards that the respective measure/group is being used

Currently with email to timeline we do not support support aliases.  This is an important feature that needs to be possible as if a name or email address changes, you leave the user unable to use this feature with the new email.  

Our CS team has requested the ability to change the CTA associated with a Timeline Entry, and the abilty to link a CTA after the fact, if the entry was not already connected to a CTA.   This would allow CSMs to clean up their entries if they accidentally create an entry from the timeline, but mean to have it associated with a specific CTA.

Hi Team, I am posting behalf of a Customer. Customer wants to update the milestone type through rule. As per the current design, we are treating milestone type as one of the identifiers. We cannot update the milestone type. It would be really helpful if we have the option to update the milestone type through rules.

Use case: Customer has partner contacts that work on multiple accounts and therefore their email id is associate with multiple customers. If we do BCC, that will not work. Also, how do we associate same contacts with multiple customers?

Send ‘daily digest’ emails to a certain group of people, who automatically follow all companies and relationships. Currently, only option is to send this email manually for every relationship/company for each person, individually.      

Is there a reporting date function similar to Current and Next 3 CQ that will show me the LAST 4 quarters of data, monthly?  Something like "Current and Last 3 CQ"?  I need to create a rolling twelve month report, showing data monthly.  Last N Days (365, summarized by Month) is not working for me if I am not running my report as of a specific day.  Thanks!

Hi everyone, I'm looking for a way to remove the translate functionality from a survey in Survey 2.0. Is that possible? We'll be sending this survey to a select few and they don't need it or want to see the Select Language option. Thank you! Lucian

Hi folks, I think there’s a lot of room for improvement in how one goes about building, testing, and deploying engagements.  Some challenges we’ve run into: There is essentially zero testing workflow.  This causes us constant challenges as we have to work in a production environment. You cannot copy engagements from a test environment into a production one.  This makes building in a test environment relatively useless due to duplication of effort required. There is no way to easily put something into "test mode" so that only certain users have access (without building a custom segment).  There should be some kind of "sand box" mode where you can dig in and test. Preview mode doesn't always match what happens in reality. There is no way to test whether or not a segment will fire based on inputs.  This is a big one.  I think it would be great to have a s

Two things I noticed when testing this out: 1. If your templates have tokens, you don't have the ability to add them. You can only delete them. Would be great if you had the option to add. 2. It would be great if there was a way to specify which templates you wanted to be available instead of it just being all of them.

Currently this is not supported. Can we please consider this.

Currenly PX can only sync with Salesforce Account level which is extreamely limiting, expecially when my salesforce admin is very hesitant to put any more fields to the SFDC account level so it would be nice as you guys start building out PX to make it where Gainsight objects can directly sync to PX and not have to mess up SFDC.

I'll start positively: The Object Graph is a great tool! I love it, and I especially love how you can drag objects around to improve things visually. Unfortunately, I just found out that once you expand the fields for an object, the Object Graph refreshes and resets itself, meaning I have to now re-drag things around how I had it before. Is there any way to improve this?

Hi Team,  We’re unable to copy the excel data to Timeline. The screen-recording is for your reference. https://share.getcloudapp.com/eDu99xev  When I’m trying to copy the excel data to ‘Timeline’ , nothing happens and cursor disappears.  Can you please have a look at this.    

For Success Plans - we only have the options of Draft, Active, and Closed. We would like to have an additional status to reflect Success Plans that were started by have since be made inactive or dropped. Marking as Closed gets combined with actually completed Success Plans and marking as Draft is not reflective of the work done.

In the pre-PX era, we have experimented with usage data from Mixpanel in Google sheets. The following graph proved very useful, both for CSMs to start a discussion with project leads at customers and for our product team to assess the adoption of features (both on global level as for strategic accounts).   For a selected set of features, this spiderweb graph shows the percentage of users using those features for selected accounts (blue) and for all accounts (or all accounts adhering to a specific filter), so you can benchmark the feature adoption. The graph really gives a nice overview of feature adoption and it would be great if this graphical representation would become available for PX adoption reports.

When first using Gainsight, most people struggle to find the playbook drop down and instead will click directly on the CTA which opens up CTA information but does not show the tasks that need to be completed. It would be a better experience if clicking on the CTA opened up the playbook and: also opening the detail screen does not open the detail screen but details can be revealed with a click on an ℹ︎icon This will also simplify the number of clicks to complete a playbook

Is there a way to require that every CTA has a Contact associated to it? We’d like to ensure that all CTAs indicate who the relevant customer is, and with it not being required, it’s commonly missed. 

With the recent update to allow @Mention in Timeline, it's allowing our users to move away from Chatter. However, in many cases we're running into snags - as our users really enjoy the features of Chatter. 1. The Ability to Create Groups. In many cases we've created Groups for our Executve Team or some of the Sub-Departments within our main Department to make it easier to tag multiple people at once. Some of the groups were Private, so only those with the permission could view those entries. Which ties into the second 'feature'. 2. The Ability to Create Private Entries. While it's not a straight forward feature, our work around was creating a Group with only the requesting user, so their post would remain private. [I did find request for this ask already, ht

Hello, I am proposing that we have the ability to configure revenue bands by additional reportable fields, for instance "# users or subscribers". For example, we could have customers with 5 users but their cost per user varies slightly so if we try to do bands based on MRR, we can't align specifically on user count.

I’d love to see a card when I hover over someone’s username. We should be able to pick 3 or so items from their profile. For us, it’d be great to show user type (customer, partner, employee), their company, and their location. 

Use Case: When we have any url and wanted to mask/exclude the part in the tracking, so as to prevent seeing the entire url in plaintext in the 'Recent Activity' of an user. Like reset-password. change-email,set-initial-password We have the feature "Set the filter to mask or exclude urls" in the SDK settings. However we can either do mask or do exclude at once. Both can't be achieved at once with the current design