Archived ideas

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, something which is used daily.A realtime interventionOn the registration form, (thanks to @Alistair FIeld for the screenshot, riffing off it) a search on the User based on their unique Second name or first and second name com

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. Growth over a time period is not a good compare, because it will be quite different when you first launch the engagement than it will be a few weeks later when there's a slower (but steadier) trickle of users seeing th

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 be great if this functionality was enhanced so that this happens, rather than needing to periodically re-save the admin notification settings.

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.  Thanks!Dave

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?

It would be nice to have SEO settings for Ideation. It would help us with SEO if there were same settings for Ideation as there is for categories (Platform > Community > Edit category > SEO Settings: SEO Title, SEO Description, Meta Robots).

Currently, clicking on Objectives or Tasks in the Gantt Chart of a Success Plan does nothing. This is counter-intuitive, as Gantt is the most convenient way for people to review the task list, and it would be extremely convenient that they could click on them to view more information.

Posting on Behalf of customer:When we use the key words to search in the KC Bot with Google Search enabled, we currently get results that are quite similar to those we get from a Google web search. But due to Google's API restrictions/limitations, we occasionally fail to find a few specific articles in bot search results that would otherwise be available when searched on the web.It would be great if we could improve this behaviour and consistently get the same results as we do when using Google's web search.

You are able to share Objectives that are Externally Shared (Enable Sharing with People) via the Success Plan share option so that the customer can access it on their own end.But what do you do when you want to jump into a call with the customer and introduce them to these objectives, or go through the progress? The only thing you can do it seems, is ask the customer to open the link themselves and then to share their screen. This is bad as CSM should be leading the conversation and showing examples at all times.A natural ideal solution would be that the Account Owner / CSM could access a view that only displays Goals that are externally shared. Then they could share their screen with the customer and go through the plan without sharing any additional internal tasks that may also be in the plan.Currently there doesn’t seem to be any way to do this, as you cannot define custom objective (and Gantt Chart) views from admin side, nor adjust filters from the user side. This problem is exagg

Currently when building a Program, we are able to select if a Participant with the same email address can enter once in e.g. 90 days. In some cases this is not sufficient as a criteria. Example: An external consultant / partner works for multiple customers & he should be notified when these customers are close to their seat limit.If I select “Participant with same email address can enter once in 90 days”, the consultant will be informed for one customer, but if the next customer reaches their limit within the next 90 days, he won’t be notified. If I don’t tick this box, he’ll be notified for the same customer every single day.As a workaround, I currently have to add the AO Participants in the query while building the Program. Ideally, this could be avoided by having a checkbox “Participant with same unique criteria can enter once in X days”.