Archived ideas

It'd be nice if we were able to edit Journeys while they were still active, so in essence just changing the participants we pull through from the query. I'm unsure why once a query turns 'on' the participant list query becomes fixed but it's not efficient. Requirements change and often this will require us to retouch our target lists. At this moment we have to clone the outreaches and close one in order to make changes. This leads us to have multiple outreaches that are basically the same and require us to go to multiple locations for analytics.

When you open an inSided Community on your smartphone, you see the homepage's brand hero image and the subforums' images as scaled and cropped versions of the original desktop image. (On the homepage the scaled version of the original is left-focussed, in the subforums the scaled version of the original is center-focussed. I already created a support ticket for that inconsistency.) Desktop version: The image is displayed as it is uploaded. Smartphone version:

On a stacked bar report, with Show Data Points turned on, the data points don't always show in all boxes, even when there is clearly room: I would also argue that based on the size of the numbers, the smaller empty boxes in the graphic above would also have room.

Every once in a while, we need to clean up our power lists. It would facilitate clean up if a few enhancements were available: - number of times a power list is used in the Power list list line (so we can easily spot the ones that aren't) - total number of power lists returned when we search for a subset (currently the total only matches the filter) Thanks

Customer wants to have click rate and open rate as out of the box fields in JO as these are standard rates companies use to determine the success of campaigns.

Hi all, Below I want to share with you a proposal of how to drive community engagement by creating richer member profiles as well as enriching community content and lacing this together via notifications, subscriptions, push-notifications, badges etc. Why do we want this? Because more than 95% of the users come to the community, register, ask a first question and disappear. But as Community Managers, we want to create an experience that pulls the users back into the community and engage, contribute & share and become regular members of our community. So, how do we achieve this? The basic idea is that if you know what people are interested in and which content correlates to this “interest”, you can increase community engagement because you can deliver exactly the content tailored to the individual interests (at the right point in time). However, when a Community Manager now tries to achieve this, s/he currently

Hi, Today @Hiewwaiy and I demonstrated the embeddable widget for the entire company. They loved it 🙂 So, thumbs up for Insided! Some colleagues had an interesting suggestion: We create our training material in our own software (which has version control and a lot of other document management features we would like to have. Advertisement! Visit our website 😆) Basically we are creating a topic with a small introduction text, and a hyperlink to the training-url. My colleagues thought it would be cool if the training would also open in the widget itself. So: the idea is to open hyperlinks inside the widget instead of opening a new tab. I am aware this is not always what you want, especia

We can currently link a case/project/opp to the CTA but it would be nice to have the ability to link to the task as well. We currently use smartsheet to for update meetings with the customer regarding cases and opps and projects. It would be great to create a success plan and then add an objective "case review" and then under that objective have tasks for each case we are reviewing that are linked to that case. Then create another for projects and opps, etc. 

It would be useful to reorder the standard fields on the CTA creation form to put those that users enter most frequently at the top. This should ideally be configurable by the admin.

One thing I have seen a few times is user who want to add an exclusion list after a program starts. Or, be able to modify an exclusion list after a program starts. Since the only other way to remove participants after it has started is manually knocking them off, it would be nice to see a more robust way of excluding/removing participants after a program has started. The other threads on this I see on this mention setting up the program differently by including merges or calculated fields to exclude but often times users can't account for these when they first build the program and cloning the program and starting over is kind of a loss in my book. This may cause some confusion when troubleshooting if an exclusion list is added or changed so I am hoping any solution would keep that in mind :)

Hi. Considering that in Gainsight mobile is not possible to see any dashboards or reports, it would be really great if Sally could also show the results of the existing reports that are already built. For instance I could have a report calculating average NPS in a certain region and ask sally to show me that result by entering the report's name. 

Is there a way to integrate the data in Custom Object to the Company Object in Customer 360 configuration. Currently it is not possible in the product. Can this request be achieved by lookup?? The attached screenshot is for your reference.

In support we have seen some issues with the "Map Gainsight Standard fields" within the participant setup. Seems when using a 2.0 survey, this box defaults to checked. This makes the program use company id and person id instead of contact id and account id. This has led to a few people setting this up wrong and mapping SFDC fields to this which causes the program not to work quite right. Can we make this clearer in the product? Or instead of checking it by default, make it a required option to select within the participant setup? When pointing this out to customers, they figured since it was checked by default nothing needed to be changed.

Currently you can't return to the Programs List without having to back out of every other subpage that you're in. For example, if I am in a Program's participant query task, I can't click Programs to return to the list. I have to click Task list > Sources/Back to Sources > Back to Model > Back to Programs. Either adding a breadcrumb at the top or allowing navigation back to the Programs list by selecting it in the Journey Orchestrator drop down would be a big time saver. This is a lot of extra clicks when having to navigate between programs.

I worked with a customer that wanted to be able to change the survey error page. Specifically, if someone responded to a survey already, indicate as so instead of saying a generic survey error.

Hi Team, Is there any way where we can restrict users to prevent deleting the CTA's from cockpit tab or by any chance is it there in our product road-map.

Would like the ability to hide tasks within a CTA, not delete, but hide. Is there an option for this yet?

On the product roadmap call we heard that in Q1 (Feb-Apr) it's slated that we will be able to actually be able to collaborate with clients via the success plan. If we create one now, will that functionality be available retroactively on that plan when it becomes available?

Can you please tell me if there is any forecast for more font types in the email templates in JO?It would be quite nice if we could use installed fonts in email templates

It seems that Success Plan templates can not be built with playbooks within the Administration tool. It would be nice to be able to assign playbooks to templates as you're building them out and not have to assign playbooks to templates individually once they're built

When a non-required SFDC picklist field is edited within the GS UI, you are not able to change the field back to null (in SFDC you are able to change a picklist field back to null once a value has been selected and saved). SFDC picklists should work the same between SFDC and the GS UI (this is especially useful for Attributes pages and Success Plans).

Hello, have an idea I would like to share with the community. We have dashboards with all tabular reports, and were thinking that it would be great to be able to mass export all reports into one single workbook, with different reports on different sheets, to save us time doing this manually.

There are times where there are more than one success plan for our customers. Right now, the view seems to default to the first success plan on the dropdown list. We'd LOVE it if the success plan view was STICKY. So if a CSM was working on Success Plan #2 and had to refresh their page or go back to the success plan the next day, it would show Success Plan #2 instead of going back to display Success Plan #1. This would mean less clicks and less waiting to load the success plan, which we know means saving time and money! :)

In programs, logging emails to Salesforce requires a contact id. It is indicated within the help text but the system will let you let you select the option without mapping a contact id. My request is to prevent you from selecting this if you don't have a contact id.

Please, add a possibility for banned users to send an unban request to Admin (with a field for apology text). Now if user banned, he cannot contact any admins and cannot ask for unban. We believe that people may change and that is why we think that banned people must have a possibility to apologize for unacceptable behavior on the Community.