Archived ideas

When creating performance coaching agendas or logging emails and adding external users in the timeline activity it's rather tedious to add users to Timeline Activities.  Currently, you have to search with a keyboard, then select the option with the mouse. It would be nice if the name could be selected by using Enter or arrow keys-enter right from the keyboard. What is the existing workflow? Search for a name, wait for the options to pop-up, then select with a mouse. Moving from keyboard to mouse for every name isn't efficient.

Apparently once you create an S3 Dataset task, load the column details, and save it - you cannot edit it. So if you realize you failed to include a column in the file you are attempting to import, you have to delete the dataset task and create a new one - unless I'm missing something key? Sure would be easier if I could edit the existing one, re-load the column details and re-save.

The addition of being able to see which participants failed to be added to a program is great  It would be great if you could report on them. In the use case I saw, the customer wanted to be able to report on any that didn't get added to a program due to being on the blacklist.

When cloning rules, I would like the cloned rule to maintain the state of the rule being cloned. I feel there are extra unnecessary steps when I clone a rule to find it under the inactive rules, set it to active, then update the rule to test and set live.

In Salesforce there was an option to load attachments and relate them to Opportunities or to an Account but It will be displayed at account level (even that are related to opportunities). Salesforce has made this as a custom built so if an attachment is linked to opportunity are also displayed in that Account (that is related to that opportunity) But if we load this into Gainsight and when we try to built this as an report and link it to C360 in Gainsight, the attachments that are only linked to accounts were displayed but not that are linked to opportunities. Can we make this an enhancement where we can display the attachments of opportunities also  in the account level i.e, in C360 page (similar to Salesforce functionality).

My client thought it might be better UI if the "validate email" button within Email assist task was located towards the top of the page instead of at the bottom!? 

Hi  Currently whilst I am creating the slides within Success Snapshot I am unable to preview the slides to see if it fits or looks right.  I have to enable it to show on the C360, Drill in an account, export it and once emailed to my inbox can I preview what I created and if it does not look right go to the whole process again.  Is there something I am missing here? I would like to see what I am creating before having this available to the CSMs to export before its fully created. Is this an idea/problem? Thanks Naquiyah Cash

It would be ideal to be able to add advanced filter logic to merge criteria when merging two datasets in bionic rules. This would allow us to reference two fields where the identifier could be present to merge the data on. Currently, we have to perform to separate merges for each criteria and then merge the reports together a third time to create a final dataset. 

It would be great if the composer could support other types of formatting than just BBCode, like Markdown for one. Also, in the meantime, it would be great if the composer respected indented text in code samples in the BBCode. Any leading whitespace is removed, which makes a JSON code sample kind of useless, for example. Thanks!

It would be great if the composer respected indented text in code samples in the BBCode. Any leading whitespace is removed, which makes a JSON code sample kind of useless, for example. Thanks!

In Journey Orchestrator we have the ability to see the open rates for each outreach/program that's sent. Currently, we don't have a way to see the open rates for CTA email assist tasks.  We can see the individual opens for each individual email, but we don't have a collective view of all email assists and the open rate. It would be awesome if we could have the collective open rate stored somewhere for email assist tasks so that customers can see how effective these tasks are with their customers.

Would it be possible to add the ability to modify the uniqueness criteria after a program is published? At the very least it would be beneficial to be able add additional criteria.

My client is trying to create a report that only shows the last activity logged in the timeline per each customer. We were hoping to be able to create a new field and populate it with a rule to flag the last activity for each customer, however, the rules engine can't write to Activity Timeline fields.

Right now, if a user creates a Task from a Timeline Activity Entry - the Type defaults to Activity.  It would be awesome if we had the ability to change this!  This way the proper reasons could be displayed and associated with the correct Type.  (Of course the user can create a CTA and accomplish this - but a lot of our users like posting in the Timeline and reviewing items in there.  So adding the additional feature of being able to change the associated type from a task created in the Timeline, would be amazing!)

I'm trying to load in CTAs that should have been created in the past, since they're based on the customer's contract dates. So, I'm using the rule that is running daily now to create these CTAs, and am running it for a historical date. However, the rule setup is querying for customers based on the [i]rule run date, but the CTA due date is set based on [i]today's date, not based on the [i]rule run date. For example, we create the renewal CTA 120 days before the contract end date. If I run the rule for Oct 3 2015, it should create the renewal CTAs for customers whose contracts are set to end on Jan 31 2016 (120 days later), and it should set their due dates to Jan 31. However, instead it: Finds the customers who, on Oct 3, were 120 days before their contract end date. (So, it finds the correct customers.) Creates a CTA and sets its due date 120 days ahead of [i]today.This is aggravating. I'm going to have to create all those CTAs and then set their due dates manually.

At the moment we can't customize the administration chevron but it would be nice (in the future) to be able to put your most used modules up top or in any particular order without having to search for them.

Similar to my idea at https://community.gainsight.com/gainsight/topics/scorecards-help-text-cheat-sheet But basically, instead of having a cheat sheet, you could add a second comments box.  The first one gets updated by the admin, through the rules, and says whatever they want it to say (tokenize fields, standard text, etc).  The second one allows the user to add comments that wouldn't get overwritten each time the rule runs. Thoughts??

I would like to get insights in how often notification e-mails are opened (by different ranks users) and how often users used the hyperlinks to the Community for the following reasons: - In this case we could state how successful notifications are. - Do users feel motivated to use the Community by these notifications? - If there is a change in the design or content of the notification, what is the effect? I tried to add some Google Analytics tags, but not all the notification links are trackable, since they have a unique URL (like best answer, PM, mentioned). Do you have an idea how to get this data or is it possible to integrate this data into the InSided backend?

When a customer changes the notes on a scorecard the last modified date does not reflect this change.  We understand that this last modified date only reflects when a score is changed.  We have a use case the users are updating notes, but the score stays the same and is causing issues in reporting because the last modified date is only showing when the score is changed. 

We've had a request to be more granular in ability to set recurring manual CTAs.  Our CSMs would like 1 - Bi-Annual option and/or 2 - X Days from Date and then X days after Start Date there after

We schedule things at specific times, like migrations, or events, or even shifts in responsibility. Is there a way for Bionic rules to know what time it is happening at? Here's my use case: I have folks that work until 5 PM every day. I also have someone that comes in at five and stays until after midnight.  I have a rule that creates CTA Groups based on when sales opportunities close. If the opp was closed any time after six o clock, the assignee will have to wait until the next day to get started on the task. If the rule could tell if this was after five PM, then I could reroute the assignment to my afternoon worker.  Also, I'd like to send out notifications based on if something has happened in a particular time frame, more granular than date. Like, if someone's server changes between 5 PM one day and 9 AM the next, I'd like to be able to notify the person in the morning that it happened. If I can only get as granular as the day, I can't be that discrete with my actions

As I am becoming more fluent in posting timeline activities, I am finding that several activities could actually be considered a milestone and thus a redundancy is being created. Has anyone else discovered this and what is your experience/best practice for choosing which option to select and track. Secondly, are your CSMs being measured on either and if so, what are your benchmarks? Thank you in advance!!

I regularly use Bionic Rules to test/preview output prior to creating a Program. I find it easier to use and see the full results versus testing a program. It would be AMAZING if you could convert existing Bionic Rule Setup logic into a Program Bionic Query! My understanding is that the engine of these is identical, just with different potential actions. Help a guy out!

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I found with a few customers who have partial saved responses that convert into partial submit on Survey Expire Date, they don't make it into survey flattening due to the scheduling not running for that Expire Date day. This causes the response number in flatten object to be less than the number on the Survey Dashboard. Workaround is to extend the expire date, but was hoping for a more smoother/easier alternative by having the flatten survey reset one more time after Expire date.