Archived ideas

It would be great if we could allow linking to external documentation within a Scorecard Description.  I have a customer who has comprehensive details on each of their scorecard measures in google docs.  They want to be able to have a hyperlink inside each Measure Description linking to the document so CSMs can have more context on each individual scorecard 

Hello Team,  In the Gainsight New Home Page, I don't see an option to rename the Report names added in the Summary Ribbon section via "Add Report" Option. Because of this, the report name is visible in the Summary ribbon section. I believe allowing the admins to rename the Report names added in the Summary Ribbon section via "Add Report" Option would be a better way to represent the Summary Ribbon section. 

It would be nice to pin frequently used objects in Data Management (Company, Company Person, etc.). This would save a bit of time searching on each lookup.

Hi Team, Can we please have the option to have an additional where we can filter for only specific job historic executions?  

Hi, we’ve built a dashboard in Salesforce that shows engagement all up (posts, replies, product ideas, upvotes, likes) for existing customers and partners per month. The problem is that only accounts that’s already registered in Salesforce, are counted.We want to month over month be able to measure all up engagement for all externals (exclusive of our own employees). It’s frustrating we’re not able to have this statistics in the inSided analytics dashboard. Is this something you’d be able to provide us within the not to distant future? I have to put lot’s of hours into manual reporting, and it feels waste of time. 

I found a partial solve for being able to add UTMs to some links (it does not solve the system emails), but it requires recreating the trigger event with a webhook and then an API call. If you do a GET API call for a topic, the data it returns includes seoCommunityUrl for the topic. I’d like to see this added to the Trigger events for topic related Zaps. It’s likely a faster and simpler enhancement that this idea:  Use cases: Any action that feeds the SEO URL somewhere it might be clicked. My use case is Slack, but it could also be used for adding rows to Google sheets or any of the myriad apps that could facilitate an action. Impact: Increased traffic insights via utm. Community Managers could leverage UTMs for many automated functions relating to topics. Combined with UTMs added or automated with marketing emails, and UTMs on links that don’t have the redirect challenge of topics, you could get pretty close to a workable UTM solution. It would leave system emails as the primary “weak

I want to use Zapier to update the user profile fields. For example, updating users’ profiles with Salesforce data that identifies the type of account (prospect, trial user, free user, customer). I could use Insided’s custom roles, which are partially supported in Zapier, but that creates problems.With Insided’s current Zapier capabilities, I can assign users to a custom role but I cannot unassign them from a custom role. When a trial user converts to a customer, I can add them to the Customer custom role with a Zap, but I cannot remove them from the Trial User custom role with Zapier.The better way to do this is to allow updates to Insided’s user profile fields via Zapier. When a user’s type changes in Salesforce, Zapier can trigger Insided to update the user profile field with the new type, overwriting the previous value.

Looking for a permanent way to change display limit default from 25 (per page) to 50 (per page) on a report for example on the GS Home page. 

The ability for CSM’s to be able to sync their calendars to the Gainsight home widget so they can easily add upcoming meetings to timeline but also use Gainsight home as their central hub for managing their day to day activitiesThen be able to use Global Filters to set to CSM

Hi Team,We have observed that, CTA task email is failing to send because one of the tokens (CTA comments) which needed to be replaced was longer than 10k characters (including the special characters since it is a rich text field and seems to have been copied from some other place). In this scenario, below is the current failure message:ERROR Message:Hello <User Name>This message was created automatically by mail delivery software.An error occurred while trying to deliver this email to one or more recipients. The following address(es) failed:<Email ids>The above failure message is not clear to identify the exact issue from customer end and we need to improve this messaging in the failure case.Kindly review and add the below message for this type of failure scenario.Mapped field value has exceeded the maximum character length allowed for tokens. Thanks,Ravindra

It would be extremely valuable to have an official native integration with Segment as an object cloud source. That would allow us to pull member and member activity data into our own warehousing solutions. Given the limitations with the Insided Salesforce integration, this is a must-have for us to be able to properly report on community performance as it relates to the rest of our customer database. Without it, we can't join community member data with things like product adoption, marketing engagement, and retention.

 I use this article often to help me choose which export to pull. I recommend linking to it somewhere in the UI of the exports page in Control, as an easy reference. Ultimately, this information would be good to build into an improved UI, but the faster solution is linking to this post like in some other areas of Control that link to InSpired. 

Anyone else uses MindTouch (acquired by nice.com) for their Product Documentation?We definitely have a usecase to integrate user journeys between our Community and Product docs through a federated search.  

There’s a neat trick in which you can create a static url for your public tags on inSided. For example, if you have posts in your content strategy that always refer to “Company News”, you can create a URL that will always populate the search results for any topic with the “Company News” tag. For example: https://community.insided.com/search?q=moderation&search_type=tag Unfortunately, the posts are not organized chronologically. I actually can’t figure out what type of order they are organized in. You should see the most recent topic at the top and the oldest topic at the bottom of the results.  

We often need to encrypt emails to our customers due to the data included.  Using the Email Task on a rule generated CTA has proven to be a great time saver for my team when sending time sensitive communications.  Unfortunately, we cannot use this option when the data included needs to be encrypted.  In todays security focused climate, it seems this is an important and much needed enhancement.

Hi Team, Can we have a functionality  to add formatting, such as bold, to personalised tokens added in an email template? Best,Hardik

We used a very old community platform before insided, but one of the advantages it has was to show a mouse-over tooltip of the users email address when you were logged in as an administrator.That was super helpful to know for our B2B community where the email domain could quickly tell us the customer/business. That saves a click and a bunch of time rather than having to go into the profile every time.Something like this: 

It would be more convenient to share the timeline entries to myself but the email address does not auto populates since its already been saved as bcc. I would have to go and type it manually. It works when  I unmark Add Reply-To in BCC, then I can add my manual address in, and the lookup works. It would be great if it could have been automated.

Hi Team,Is there an ask for downloading success snapshot right to the success plans records that appear underneath “my success plans” or “all success plans” views. Currently we download success plan snapshot by export function that sends email to the person who submitted. Wanted to simplify the download function by introducing direct download (not as email) from the actual success plans.Open for other inputs and thoughts.Thanks!

I am trying to integrate our Salesforce data to PX, but am unable to because there is a case mismatch. There should be a step where I can transform the data to get it to lookup properly. Getting the information to be the same between our CRM and products is operationally expensive, and is not guaranteed to last. 

Hi Team,Currently when we export a success snapshot with a google slide, we get the below email saying “Here is your success snapshot for xyz company” , but there is no actual attachment added to the email. The google slide exported is shared to out google drive and needs to be accessed from there.  For, PDF files exported as snapshot we have the option “Download here” in the email that lets us download the success snapshot for the email itself It would be nice to improve the email message when exporting google slides that they will be found drive of the associated account or include the drive link in the email as the current message seems a little confusing for the customers

The Date field in the GainsightPX_User_Engagement_Clicks report gets logged as Unix epoch time. A human readable format is much easier to use, and is common in other AWS integration export files.

 It would be great if we have the option to migrate People Maps from our Sandbox to the Production via the cross org migration tools given we spend so much time and effort configuring it.

Merchandizing the home page of a community effectively is an important part of exposing content to new and existing members and driving engagement with content and deeper sections of the community.I’m finding the current homepage capabilities to be rather limited. In short, I’d like to see more flexibility in where a component/widget can be placed in the page and more flexibility to differentiate the layout of widgets (this would also help avoid the problem of most inSided sites looking the same).For example, today full width you can use: But many of these items can’t be used in a 2:1 container the you are restricted as to what can be used in a particular column in the 2:1 column structure  In the 2:1 left column you can use these:And in the 2:1 right column you can use these:  It would be great if modules worked interchangeably at Full width, 2 column, 3 column and could be placed where needed vs. where dictated.Here’s some examples:display a list of events in a 2:1 container not just

Posting on behalf of customer:Hi Team,Currently, we can get the webhook events generated for the events that are initiated from the application like new user signup/custom events/engagement.But for events that we can be generated via API like custom event/new user creation cannot trigger corresponding webhook events. It would be great if we can extend this feature to the events from API as well.Thanks,Srinivas.