Archived ideas

I noticed an HTML formatting issue with two email templates that are used in my Advanced Outreach for our standard survey. I went through and reformatted them, but had to remove some tokens in the process. I figured I would have remap the tokens, which wasn't a big deal to me. Unfortunately, I now go into my Advanced Outreach to remap them, and it doesn't let me save the mappings. I know that most aspects of the Advanced Outreach are locked down once you start it, but now I feel like I am stuck. I am guessing since the tokens are not mapped any future triggers of the outreach will fail. I figured I would see if anyone else has seen this before I contact support. Is there any way around this?

We have a lot of CS executives that like to read through  specific responses to surveys and when they click the 'Response URL' link it brings up the completed survey in another tab. It would be nice if we could configure what information about the participant/account that we want, things like MRR and title, etc. Currently this view is not editable at all. 

When our executives first see the graph of user adoption over time in the Usage tile in the Customer 360 view, they sometimes fall out of their chair when they see a curve that shows a large decline.  Fortunately, most of the time this does not indicate a major drop in usage, just an inappropriate scaling of the vertical axis.  For example, if we have 10,000 users, and the scale begins at 9,997 and goes to 10,001, then an inconsequential drop from 10,000 to 9,998 (or 0.2%) looks like they're falling off a cliff.  We would like to have the option of forcing the vertical scale to start at zero, as well as the flexibility to customize the scale to other ranges.  

I understand that the Timeline feature will be added to the R360 in our next release.  One of my customers asked if R360 timeline notes will be able to be rolled up to the C360 timeline if a customer so chooses. Will this be possible and if not, is this on the product roadmap?  Thanks!

When creating an activity and adding users or attendees (internal or external) - you have to type the name then switch to a mouse and click to select.  I'd love to see a way to add attendees entirely from the keyboard or entirely with a mouse so you don't have to switch.

Humans thrive on feedback. We want to make sure we have an active Community with small subset of super users. These folks love when somebody like their reply. It often becomes a badge of honour. But inSided doesn't notify members when their reply is "liked". Why not? And more importantly what would it take to make happen?

I have been speaking with a customer who would find it very helpful to sort the Rules Engine/Rules Manager by date. He would like to be able to sort and show the most recently updated first, most recently ran first, most recently created first, etc. Do we have any plans for this?

I am logging this post for anyone trying to remove the "Ranking" Option in a Report after its been applied. Initially, I didn't think it was possible to remove the ranking... BUT there is a way. In the upper right-hand corner of the box there is an "X". While I am happy that you can remove this ranking, we might want to replace this "X" with a "remove ranking" link/button. The positioning of this X leads one to believe that it is simply a "close this window" and isn't intuitive to the user to let them know they can remove this ranking in the event that they wanted to. 

Hi guys, Would be great if we had the ability to filter the Rules by Execution Status. We have around 500 rules and a Filter with all failed rules would save time to prioritize to solve.. I know that an easy way to have this list of fails is registering my email to receive the alerts. But as we have much partial success because of the Segment.io the fail alert start to be a Spamming.  Thanks

When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, which is great, but there is no way for us to analyze the average time spent on certain activities by month. We would really love this feature. 

Since most CSMs have complained that they have to use their mouse after typing in a customer name to select the account.

Thinking through how to improve the widgets on a dashboard.  If this data is based on historical trending data, rather than just a singular data point, it would be awesome to allow a trend indicator.  While its helpful to see a number, its even more helpful to see that number as it relates to the previous day/week/month. Not sure the best way to implement this, but would love to get feedback from other community members.

Here is what I am referring to Would it be possible to make it so you can add a date filter on this data? I understand that on the backend these values are basically rolled up to a table(AO Analytics) that you can't add a date filter to but I have gotten this request from a few customers so far. Alternatively, can anyone think of an easy way to combine specific overall program analytics while using a date range?

When we add a source for a participant in AO and while mapping the participant, if we don't save then we get this red alert-   It would be great if we could get a succinct pop-up like -"Please save the participant mapping". Currently, the way to identify that the mapping is not saved is - Thank you :) 

We're hoping to better track and potentially backfill some records with new data as we sync Timeline Activities and CTA Tasks to SFDC Tasks.  In order to accomplish this, we would need a tighter relationship between the Gainsight record and the SFDC record.  It would be great if we we could push the Gainsight Ids to a custom field on the SFDC task.

I have a report on an MDA table where I am looking to summarize data by quarter and pivot on that column So these columns: Product name Client Q1 2015 (date column pivoted and summarized by quarter to display Sum of Usage) Q2 2015 (ditto) Q3 2015 (ditto) Q4 2015 (ditto) Q1 2016 (ditto) Q2 2016 (ditto) The source table has millions of records in it as it stores daily usage records for each Product against each Client for each individual user However when pivoted the table is incomplete because there is a limit on the number of records retrieved before it is summarised in the table. This is then misleading as it shows that Client X's usage of Product Y stopped in Q3 2015 - not because there is no usage but because records after Q3 2015 were not retrieved in the first place If I output to Excel/CSV I do get Usage for Q4-2015 onwards but would rather not have to train users to "always export" I could potentially create new MDA objects where the base data is preag

As we have more rules built out, have we considered having a filter option for last run result?  This would help me (as well as admins) be able to filter the rule lists by rules that may have failed or partially succeeded the previous day. I find myself scrolling quite a bit and it would be nice to just filter the list on a true/false value.

From a UI perspective, I've received a feature request: when going to the Scorecard section of both C360 and R360, the measures be collapsed by default under their respective group headers, as it is significantly easier to read on-the-fly by CSMs

I have a client that loves the ability to collapse scorecard sections, however, He'd like the ability to do on of two things: 1- Set them up to be default "Collapsed" so each time the user opens the page they are collapsed.  If this isn't doable 2- Have these be sticky per user (i.e. they set it up and it stays sticky as they navigate through pages)

The past two days we have experienced 2 and 3 hour delays with Outreach schedule.  This causes our Outreaches to run into downstream related Rules that are based on email logs.  Two suggestions: 1.) It would be great if the Gainsight status page could be updated if an queues are delayed more than 1 hour. 2.) It also would be great if we could manually pause all Gainsight Rules.  This way we could wait for all emails to be sent.  Note that there is already another post to allow for dependent scheduling between Outreaches and Rules.

I was sad to see that Pivot tasks are not available in Advanced Outreach's Bionic Query Builder. There are several text fields that I want to concatenate together, and a Pivot task would make it easier (per the comments on this post). Is there a reason that it was left out?

I've been hearing multiple use cases / suggestions around being able to import the data file from S3 into Bionic Rules.  1) Eliminate the need for setting up S3 jobs and then running the rule separately and potentially avoid 24 hours of delay before data is processed and available for consumption. 2) Loading data to SFDC directly without needing to store in MDA as a staging area 3) Without having to think about missing schedules. With Bionic Rules, reading the data from S3 and processing can be one rule. 4) Avoid storing unwanted data. Dimensionality reduction, filtering the bad quality records, applying the transformations. 5) Merging multiple files into one data set before loading.  What are the other supporting use cases that you can think of?

Currently, in order to add attendees to an activity from the Timeline, a user has to click into the search box, type to search for the contact, click to select the contact, and then click again to re-enter the search box. It would be great if after a contact is selected, the cursor would be placed back into the search box and they could just begin typing the next attendee's name.

I think it would be a better UX if users could type enter after searching for an attendee. Not a huge deal but having to type a name, then click the name to add it is just one extra step vs. typing enter without leaving the keyboard.

I have noticed something that have been tripping up up some customers that I'd like to open up some talks on a feature enhancement. When using a power list to load participants, say you load one participant into the AO and then some of the data changes that you are bringing in, for example the CSM field. Even if you refresh the power list and re run the sync it will not update the participant record in AO participants. The only way to get the new data is to "Clear Participants" and then re run the sync. Since the record already exists due to the uniqueness criteria it will basically skip the update. I'd like open up the discussion to see if this is what admins would like to change. At least, I think this should be made more clear in the product. Another thing I'd like to see more visible is that the participant sync will not remove contacts if the power list is no longer bringing in a contact.  Example - Power list contains 2 contacts and the participant sync runs. Before publ