Archived ideas

There should be a rich-text widget that can be added to dashboards in PX, so that I can write comments and instructions about how to use or interpret the dashboard. For example, I could place this next to query builder widget and give context about what this query is meant to show, and why.Similarly, I could place links to relevant content that lives external to PX. This would enable better workflows for the team. For example, a PM could review the usage data on the dashboard for a quantitative review, then click a link to a specific forum area to review qualitative data. At any rate, it would facilitate a nice workflow.

Currently, when using the color schema in the health score, I believe that a numeric range is specified for each color, such as Green (67-100).However, we have received a request from a client who would like to define specific number/value, such as green=100, yellow=70, red=30, etc., instead of a range.I would appreciate your consideration.

When editing a guide using the in-app editor, it provides an option to preview the guide which is super useful for testing. However, if you have tokens in any of your flows to create personalized messaging, it shows the token and not expected values.Can this be changed so we can preview what the tokens will actually display? Screenshot 

When you’re in the Survey Analyze tab, the filters you set on the first two tabs DO NOT remain sticky when you get to Text Analytics. This can be very easy to miss, and be very misleading when working on any sort of survey analysis or results synthesis.The response I got from support was exactly what I thought it would be: the objects underneath are different. This is an unacceptable response to indicate that it is expected behaviour, considering the Survey Text Analytics object has a lookup to Survey Participant object (which is the basis for the Survey Statistics and Response Report). It should be much easier.  

HiOur company is constantly updating the numerous CSMs portfolios for our accounts. Currently to solve this issue I have to build out a rule branch for each CSM that looks at the current owner and then updates it to an identified individual, instead of just populating the CSM GSID token in the Owner field.To make this process easier, I would like to see the ability to map lookup user fields (In my case CSM) to the Owner field in the Horizon Rule - Success Plan Update. 

For older Communities we know this issue of users creating multiple profiles during their career because often, they might haveforgotten their usernames and did not know who to contact to regain control, or, sometimes they simply did not know that the Admin can update the email address for themand they can continue to use their existing profiles.An 'Is This You' check any existing profiles before creating a new one for the UserSo just like a realtime password checker, a realtime lookup on the combination of the Name and Last name to suggest profiles in the system that may be of the same person registering.This certainly is a big cause of duplicate accounts for us and we have offered this manual profile update Service from the center of our homepage on GameChanger, some

It would be great if we had the ability to add a text area or textbox to engagements, allowing for the fields to populate user/account attributes. Use Case: We are trying to understand our user goals and before defining what we believe are the goals, we want to collect user data so we can summarize and iterate upon later. PS - whilst we’re at it - if we can add other form elements as well (i.e - drop downs, radio buttons, check boxes, etc. that would be great) Note: This is partly possible today using Surveys but the editor is still v1 and not v2 with limited editing capabilities

There is a limitation to the number of API calls that Gainsight PX customers can make based on subscription. This limitation does not have visibility into it and only throws an error when you reach the limit.I propose that the API Key creation page provides a count of calls that have been made and the limit that the subscription has available. Ideally this count would be broken down by API key that is making the calls so that PX Admins can better manage our API connections to the system. 

When configuring an engagement, we can specify user sample groups that should allow us to do A/B style testing. Unfortunately, that’s only half the puzzle, because we don’t have the ability to analyze the data filtered for those user groups. For example, we can tell an engagement to only show up to users in groups 1-50, but then we can’t filter for groups 1-50 when evaluating the results. Therefore, we can’t really do A/B testing or evaluate engagement effectiveness against control groups. Or at the very least, it is unnecessarily difficult.This is CRUCIAL for evaluating engagement effectiveness, so please make the User Sample Groups available across PX for analysis and filtering 😃.P.S. Yes I have seen this post, but I don’t think the approach it advocates is effective.

Hi Team,When we have two tenants ( prod and sandbox ) it is currently not possible to identify the logged in org for GS-Assist. It would be really helpful if we can display some org details as well along with username and email to identify the org.

The section description that can be added to any section in C360 doesn’t display on the frontend. I don’t quite get the point of that description is we can’t have it display as a “tooltip” to explain what the section is about and how to populate it. Ask: I want an option to display the description on the frontend for the benefit of our CSx. Backend: Frontend: 

Support has advised the following behaviour for the auto-subscription (Follow) notifications and requested to post a feature request:As per current functionality, the auto-subscription(Following) flag will not automatically update for the newly added CSM to the company.  Admins have to manually re-save the Notifications Settings from the Administration tab to update the auto-follow for the newly assigned CSMs My expectation is that when the CSM field (or another field configured in Administration > Notifications Settings) is updated, the relevant User will be auto-subscribed to notifications for that Company as per their personal notification settings.It would

This idea stems from the information of this thread,  The variable to preview the content of a private message is not available due to security concerns. Support did not share what the security concerns are and I am open to them being shared so Gainsight customers can assess. For private communities, there does not seem to be a major security risk if private messages are previewed. Private communities typically have guardrails against bots and spammers and in an enterprise environment the risk of malicious content is minimal. The footer of the email notifications can also be updated to state that recipients should be cautious of opening links from senders they do not recognize.

I would think it would be great if you could also use the segments to filter the content.We have a use case where this would be useful. For example, if you have customers with an SLA and who have promised a certain response time, you could use a hidden user profile field to set the SLA for the user. If you use this field to assign the user to a segment, you could simply filter the content for customers who require the fastest response time.

Hi there-Our users share code they host on GitHub. Rather than pasting only the URL into questions, conversations, and articles, it would be helpful to have the option of generating a preview to accompany the URL.I suggest GitHub as it’s my highest priority, but I see value in previewing links to community content, Salesforce/Zendesk KBs, Twitter, Reddit, or other non-community resources that users access.  Previews could be as simple as the way Slack previews links... But it would be more engaging if the preview contained additional data similar to LinkedIn’s previews. In the case of GitHub links, LinkedIn displays the contributors, issues, stars, and forks.  For other links, I see value in surfacing the title of the page, the author of the content and a star rating of the content if available. 

Currently if you click on a link to a CTA from a system generated email the link opens a new browser window outside of the console view.  We are using the Console view in Salesforce and this disrupts our workflow and common behaviors.  We would like to be able to have the system generated links retain the console view preference.

When creating a table visualization widget, the column filters row is always shown, even when you have a small dataset.Particularly when using the Limit option in Ranking and Sorting, there are times you may want to show a small dataset of say 5 records. In these situations, it is a waste of screen space to show these filters (and the total number of records bar at the bottom with the page switcher). It would make the use of table visualizations on dashboards and using small report widgets on the C360 Summary page a lot more flexible if we could optionally hide these visual elements where needed. 

I previously asked for tasks to be synchronised with Microsoft tasks, but as I have changed companies to an organisation that uses Google, I will ask for the same thing again, but for Google Workspace integration. I am working on the flow of taking rough notes with Google Keep, entering it into timeline and adding the action items which are reflected as a CTA for that meeting with tasks.It would be nice to have a two way sync for this and should work with both Microsoft and Google suites.It should also work for Gainsight NXT when integrated with Salesforce and not just for Gainsight NXT standalone.Thanks!Stavros  

We’d like the ability to link a CTA Status to Snooze so that when a user changes the status of the CTA to a value (e.g. Snooze or On Hold) that would automatically Snooze the CTA. As it stands, the Snooze option is completely independent from the Status which adds additional steps for a CTA owner wishing to provide a proper status while also keeping the CTA from cluttering the Cockpit.

Hello - Do you have any plans to implement a scorecard measure for Gainsight users?  Adoption is such a big part of being a Gainsight admin, and it would be amazing to set thresholds for users in a rules engine and use them to populate a scorecard.   Currently, we use reports and dashboards to leverage this, but I think there is high value in being able to leverage the power of scorecards. Some use case examples: Easy to track new hire Gainsight adoption. Create CTAs/Programs to end users and leadership if usage trends downwards. Create easy to digest reporting across the org for user adoption. New process/feature adoption metrics

I would love, at bare minimum, for the Activities log in Connectors 2.0 to display the Status ID for failed Bulk API jobs. Since the logs provide so little information on errors, providing the Status ID would be helpful in relaying to our own middleware solution to try and diagnose errors at the source.This is helpful for large organizations where Gainsight product owners do not own the transmission of data or the middlepoint software.

Some CSMs have expressed a desire to be able to create CTAs directly in the Gainsight Zoom app so that they can capture any risks/growth opportunities as they come up in conversation with the customer.

When a Dialog engagement is positioned on the bottom right, on pages that have a scroll bar, the engagement appears underneath the scroll. The scrollbar should be accounted for in position calculations or allow me to add extra buffer.

We quite often have the need to merge two tags that are synonyms, say we have a public tag “Rabbit” and we want to merge it to “Bunny”. 🐰There’s no way to find them in the search, so merging is rather difficult. Please make it possible to merge tags so that you can search for the other tag as well 😊Btw, we use renaming as a workaround… We first rename Rabbit to say Bunnyy and then merge them, but it could be way easier 😊

Our Salesforce integration uses Enhanced Email which utilized the Email Message object to store emails. We would like it so that emails from the Gainsight timeline are also created in Salesforce as a record of the Email Message object. Under Timeline Activity settings, I only see options for syncing emails as tasks/events. In the future Salesforce will begin to utilize the email message object and not tasks/events for logging emails. Can we get a way to sync our emails from Gainsight to Salesforce as an email message record?