Archived ideas

Hi Team, One of the customer has reached out to support team and shared the experience of adding a task to playbook.When editing Playbooks, everytime you take an action, edit, add task etc the page defaults to the top of the screen meaning you have to scroll back down the relevant playbook everytime again.Please check the video: https://share.getcloudapp.com/P8u5d69E  Could you please check and let us know if we can have the new task form appear around the playbook that is being modified, rather than at the top of page?

Somewhere along the line, I’ve given feedback that Insided should build some standard profile fields for common fields, including Company and Job Title. If/when that’s added, I’d recommend adding them to the Author meta data available via Zapier (currently you can get username, ID, rank, mainRole, and avatar). Use case: We use Zapier for sending alerts on new posts into to specific slack channels. We have several use cases for this and will be expanding them. In many cases, it’d be helpful to inject some context for those seeing the alert. For example, right now we have “New question from {username}: {topic title}” with the topic title linked to the topic URL. I’d love to be able to expand that to use cases like this: “New question/idea from {username} ( {company} ): {topic title}”  “New idea from {username} ( {job title} ): {topic title}” Injecting that context would be helpful for CSMs to s

Hi Team,In the JO program, when participants get failed during participant sync from source, then custom field values does not get populated. In the above scenario the participants moved to failed participants during sync and hence the custom field values will not get populated. Customer requested to populate the custom field values for the failed participants also. Thank you. 

I’d like the ability to create 2 different visualizations on a dashboard for the same report. For example, if I have a report of all Risk CTAs I want to see a table on a dashboard indicating detailed information like next action due, reporting category, days due, etc. but I also want to display a widget showing the number of total risk CTAs open. I’ve been doing this by cloning reports and adjusting, but this means that I am just creating more and more reports with essentially the same data.

Hello all,  I’ve had a customer place a ticket for a feature request. The customer would like the ability to add a task description when adding a task in a timeline entry, as opposed to creating the task and then filling out the description on the CTA. This would enhance workflow by reducing the number of steps needed to a task completely filled out.  I’ve attached the two places where tasks are for clarity.   

To provide visibility via email to the Account Owner (they are not the contact being used to send the email).In my organization, we have a customer outreach motion to email many customers offering a CS session led by a non-assigned Technical Account Manager. The Account Executive is the Account Owner in this case and it would be nice to have the Account Executive CC’ed automatically on these reach outs. The Account Owner is not always the same across all of these accounts that will be sent an email by Journey Orchestrator, so we are unable to hard code a static email address in the CC field.

A big part of content maintenance (for users as well as the company) is reviewing and updating published content. In order to be transparent, it is oftentimes better to not remove outdated sections of text, but to strike through it. This way users can still see what the old information was and can compare it the updated content.Currently there is no way to create strikethrough text in the frontend. It is only possible in Control when you manually use the <s> tag in the HTML mode.I propose to add a “Strikethrough” button in the text editor as several users in my community and also staff members are requesting this feature.As there is limited space in the Text Editor toolbar, I suggest to do a global usage review of the existing formatting options and to remove the least used one (my guess would be the left/center/right align format) in order to replace it with “Strikethrough”.

Allow for text color customization and rules. I.e. example below:  Relationship Sentiment = Green → text color displayed as greenMax Subscription End Date → within 30 days displayed as yellow, past that date displayed as red 

When adjusting the date on Timeline Activities, users are presented with a calendar pop-up through which they can select a day. The same sort of behavior is present when setting or adjusting Due Dates for Tasks / CTA’s, with one minor difference: the CTA and Task calendar has a quicklink for “Today” at the bottom. I understand that in most cases the default date for an Activity is already “today”, but a user recently pointed out that adjusting the date is sometimes necessary when revisiting drafts. In any event, it would be a cleaner experience for these calendar selection pop-up’s to match. See examples below… CTA Due Date Adjustment Activity Timeline Date Adjustment 

I’d like to suggest a further enhancement to the new Going.io integration to allow for call transcripts to be imported and fed into the CX Center algorithm. Doing so would allow for a very broad search of sentiment keywords within CX against call transcripts from various customer-facing teams.My guess is that there might be some privacy concerns to contend with as part of this integration so that would need to be dealt with.

Quick background:  I love the way Insided embeds a topic link when you past the URL into a post on the community. However, when someone is logged-out / unregistered and/or does not have permissions to see that category, the embedded link shows only as the URL. Example from this Product Update blog:How embedded topics render when there’s not permission to view the category  My idea is to not do that. I’d love to see the nice looking embed still work even when someone does not have a right to access that forum. Then, when they click to access it, let the permissions take over when redirecting to the topic URL. Justification:You can’t see anything in the em

With the User Dashboard, its great to have data like posts, replies, likes given and received, but would love the ability to look at additional consumption in this view, like the following:Average session duration Page views (unique and cumulative)  By article/post Event registrations 

The moderation filters are fantastic and very comprehensive. I was surprised I couldn’t filter by author’s user role, as you can filter by this on the Content, Success, and Self-Service dashboards that are rolling up topic analytics. I recommend adding User Role as a filter and allowing to multi-select from the full list of primary and custom user roles, similar to how you select Published In or Content Type in the filters. Use case: We have processes to support and improve those Success metrics like reducing Single User Topics, Time to Answer, and % Answered. It would be good to filter out questions from staff that are using community for questions as well. It’s not that we’d ignore them altogether (it’s great that staff is adopting community!), but rather set them as a second priority behind open questions from our customers and partners. A more common use case might be looking into th

One of our Product Managers noticed his Forum Signature was missing when he replied to Ideas, but they show up when he responds to Questions. See screenshots below.  Example of an Idea where the Forum Signature is absent:Example Question where the Forum Signature is displayed: Why is this the way inSided was built? Why would a user or a moderator not want their signature in a response to an idea? Sometimes it feels like the different components of the platform were built in silos from one another and there isn’t parity a

Hi teamI have a rule that’s failing to ingest data because one of the email addresses in the source CSV file is formatted as “name@example.com “ with a trailing whitespace rather than “name@example.com”.In an ideal world, all of our source data would be perfectly clean, but that’s not realistic for us and probably isn’t for many other people.It would be great if Rules Engine could trim whitespace around email addresses before ingesting them to avoid errors like thisI found a request for a similar thing in JO too but this is specifically for Rules Engine ingest:ThanksJon

For more transparency about what features are being developed, we should add/adopt an idea status title “in development” or “in progress” to our ideas pipeline. The idea status will help users understand what changes/improvements to expect in the near future. The idea was inSpired by the following post:   

Hi Team,As of now, we are not populating rule action ID for objectives and success plans. Could you please plan it accordingly to populate them in the reporting.

Right now, you can share a dashboard with any user that has a license, however if they do not have specific permissions on the dashboard as at least a viewer they cannot see. This should not be allowed to happen as it makes the permissioning overly confusing. Instead, you should only be allowed to share a dashboard with someone who has permissions to view the dashboard at a minimum.

it’d be nice to have a button that can sit below a Quick Links widget, similar to what’s possible with the Featured Topics widget (preferred: customizable) and Events Calendar widget (hardcoded / pre-set)

When posts are deleted in a community, the counts for topics, replies, and solved are not updated on the user’s profile. These should be decremented to match the total counts for each.

Hello per my last experience with relationship JO, I was unable to show the relationship journey’s with in the C60 due to mapping issues. Per support ticket, we were able to discover that the company name is not allowed for mapping on the C360 layout and you would have to manually add company ID to each relationship jo so that we can get visibility on the C360. This is cumbersome. Can we add Company ID as a mandatory or generic field in the mapping within participant to ensure that no one else see this issues. Thank youDarshana Shah@Mary Keerthi  thank  you for your help. @sai_ram @CassidyCardoso 

I have tried to download the templates of the Success Plans we created directly in Gainsight and it is not possible to export the templates. It would be great to have such an option in the future, since now we are limited to Edit template, add objective, delete template and mark it as inactive. However the Download template option is not integrated or available. :(   

I would love to be able to trigger an automated email engagement to users who read one of the articles we feature within KC Bot. We host how-to guides within the Bot, and if we can get people viewing a certain feature that they do not have access to - we could fire out an email to acknowledge their interaction and ask if they would like to buy access. It could be a great way to introduce more lead generation to Gainsight PX.

We’d love for the ability to modify what snapshots are exposed on a 360 page. We are at a point as a company where the number of snapshots is getting large, so the UX is being challenged since I see (every) snapshot when I click the respective dropdown. The UX would be something like being able to apply a filter to a underlying snapshot template. EG. Company Name = XYZ (or any other company field for that matter)

Hey Team, I was speaking with a customer today who is very excited about NPS 2.0 but would love to be able to edit the size of the logo. Do we see us being able to do this in the future?