Archived ideas

I noticed we now have a button to migrate email templates from 1.0 to 2.0 which is exciting. An old feature we have appreciated is the count of how many variants each email has and how many outreaches it is being used in. Can we also have the count of advanced outreaches and email assist tasks that are using the template?

To more broadly support mobile use cases, Sally should be able to be configured to work in SMS and other messaging apps. This would allow companies not in Slack to be able to quickly get account information on the go without digging into the full GS app on mobile or desktop.

I really like the new feature in Rules Engine action to auto link a record to the CTA. One enhancement I see is the ability to use the record ID as a possible identifier when running the rule, just like we have CTA name. This would add flexibility in situations where you may not want to tokenize the ID or name in the CTA name to make it unique. The linked record ID could add a 'behind the scenes' unique key. Today, it looks like the action ignored this field when the CTAs are upserted upon rule runs, similar to the playbook.

This is a request that has come directly from a group of our Customer Success Managers. They know they can sort their cockpit by CTA Type, but often find other views more helpful on a daily basis. That said, they would still like a way to visually identify which CTA Type their CTAs fall in, even with different grouping. Their idea was to color code these CTAs in the cockpit view. I know we already assign a color to each CTA Type in admin, but I believe these colors are only currently used for reporting.

For a community supporting multiple countries, having the country of the user displayed next to the username is a must! Country of the user is important not only for moderators/community managers but also for users. This information allows users to have a better understanding of issues/ideas being posted. Apart from that, it is nice to know each other’s country!

Hi all, I have a idea for the homepage, don't know if anybody already wrote something about it. (havent been on the forum for a while, sorry (A).) I just added the 'Quick links' function. Wich is realy nice by the way. And now i have Quick links AND featured_home topics. In my quick links i have the most asked Questions, to reduce calls en new topics. and in my featured topics i have blogs and articles. But because both dont have a title on the homepage, such as 'recommended' has, de difference don't look so clear. Could the be added? (and maybe also a 'read more' optional button?)

Since filters are persistent in Gainsight it would be helpful to see whether filters are applied or not. This could be done by coloring the filter button or displaying a checkmark next to it or similar means.

Can we have make some minor tweaks with respect to Survey 2.0 UI i.e. can we add save buttons after each configuration page. Also in the main home page of survey 2.0 can we add edit button so as to make any edits in survey currently we need to double click in order to make any edits

In surveys it would be a great option to allow a participant to respond to a question by clicking on an image that has been provided in a multiple choice of images. See how Typeform are doing it here: https://www.typeform.com/help/picture-choice-question/ We have a customer who would like to use their own smilies as the way to answer if they are having a good or bad experience.

When will we be able to support Arabic and Hebrew in surveys?

There are times when our CSMs accidentally log a timeline activity with the wrong activity type. Instead of being able to edit it, they have to create a whole new activity, add all the relevant contacts in, and copy/paste the content. Any way that this ability could be added?

Much like this request here, it would be useful for my customers to be able to add External Attendees from any/all accounts to Timeline Activities. The use case is that they have many consultants and partners that will join client meetings, and it definitely does not make sense to add thoes as duplicate contacts to each client account.

In addition to syncing tasks at the Account level, it would be helpful to be able to sync them at the Contact level. This way they would be visible on the contact record in SFDC.

We do frequent Salesforce sandbox refreshes and with refreshes we needed to reconfigure rules/report which are based on MDA Object. With this idea - i am proposing some automation to replicate configurations from production into sandbox once sandbox is refreshed.

Requirement is to add entire dashboard dats using Success snapshot 2.0. Currently I believe there is no option to export entire dashboard data(reports). I hope this feature will be helpful.

We use this functionality for drip campaigns and need more flexibility as these campgains can continue for long periods of time. From example, we need the ability to update certain fields during the course of the journey, e.g., CSM name if the client is transitioned to a new CSM.

When I am setting up a recurring S3 job, it forces me to set an end date. Sure I can set a end date up to 5 years from now...but would be nice to have the option to say "indefinitely."

I recently had a request to use Gainsight's Tagging feature at the relationship level. As a part of this it would also be great to see easier GS admin control over tags, and more mass edit functionality when adding/removing tags. Looking to the community to get more feedback on this idea!

We're looking forward to migrating our 4-year old Community to inSided soon! Our current system allows us to send email notifications to users that contain the body of the topic/post. This is particularly helpful for our product managers who get a lot of Community emails, so they can quickly determine if it's something they can respond to. And I know many of our most active external members will also see this as a loss (and complain to us about it!). I understand that some Community Managers are concerned that showing the actual content in the email will deter users from actually visiting the Community. But I'm concerned about frustrating and annoying our users by not providing enough useful info in the email notifications for them to determine if they need to take action. It would be really helpful if inSided Admins had the option to configure the email notifications with or without the content preview, based on their preference. Curious to hear other inSid

Every once in a while I have seen that sometimes the job that logs emails to SFDC fails. Unfortunately, right now there is no process to notify the Admin or other users that this failed since the outreach/programs primary job in sending the email is successful. Ideally there would be some email or notification indicating as such as well as a way to re run this job for those that failed.

Loved the recent update that introduced Rules Engine folders. Can we introduce folders so we can organize other areas of Gainsight?

I would like to be able to change to meta title and description of category pages. As far as I can tell this is currently not possible and based on the title and subtitle of the page. For example this page, which has the title 'Accommodaties in Turkije | TUI Community', I would like to change the title to 'Vragen over accommodaties in Turkije | TUI Community' and add a different (longer) description than the ones shown on the page.

From within Zendesk, I'm able to create a Risk CTA, however it doesn't appear to have any option to use a Playbook instead. I really need to have a Playbook for CSMs to action through depending on the type of support ticket. Can you please add this option?

I like the new Summary Section that was added in the Aug 25 release for R360 but we now have Comments in the Summary Section and the Account Details Section.  I could remove the Comments in the Account Details section but I would prefer to remove from the Summary Section.  Is there a way to do this?

There are way too many pages in the Google index. Currently, we have 11300 pages in the Google index, while there are only 1152 topics. Also, for privacy reasons we don't want member pages in the index. To optimize crawl budget and for Google to crawl the right pages, I would like to put a page or folder on noindex and regarding on the page follow or nofollow.