We would like to be able to automate AND associate CTAs for goals. If a specific goal is selected, we would like to be able to create automation to associate a specific playbook. This would decrease the manual tasks required of CSMs.
It would be great if we could overlay different metrics. For example, you may want to show a customer their individual usage growth combined with their growth in log-ins. This would help the tool even more powerful for a visual to share with customers to track success.
Currently, in line editing in reports only supports a limited number of objects. Notably, objects and fields on those objects that have otherwise user editable fields (such as Success Plan and Call to Action) are omitted from this functionality. As an example use case, I have a need to display some details about a particular CTA on the Plan Info page of a Success Plan. I would like to then display those details on that customers C360. Because those fields are editable on the CTA itself, I should be able to allow a use to edit them on the C360 report as well (which is how I need to display it). Please allow more support for which fields/objects that can benefit from in-line editing than the handful that are supported today.
Right now, once an automated email campaign is launched, it is not possible to edit its content. The workaround is to duplicate it and edit its duplicate and launch it. It would be nice to be able to at least pause it and edit, and then unpause it.
Currently, if the multi-step PX Engagement is intended to be shown again to the user, then it will start at Step #1 and not the Step the user stopped/dropped. Posting this as an Idea for the following two PX Community discussions…@Graham Ayre @alylo
Issue:In the Analytics Engagements section, there is not currently a way to apply Filters directly on the results.The workaround is to save the Engagement Performance as a report > pull it into a dashboard > then apply desired filters. This is time consuming and adds the number of steps a user takes to view the desired metrics.Request:Allow for Filters to be applied directly to Engagement analytics.
When generating an export of Community Users, some activity metrics (total_topics, total_comments, total_answeredcomments, total_likes) are included. Posts in groups are not included in these metrics, though, which makes it impossible to get an overall view on the user’s activity on the Community.
@Julian I’d mentioned this to you I believe before but reading into other existing community topics I feel this warrants gathering upvotes from other users to evaluate the need.There are multiple use cases for such a feature:Authentication methods conflict resulting in a same person having 2 accounts, example: (Which also happens to be a question around merging accounts). A community manager/ staff at community company leaving resulting in lost mentions and need to explain the situation to members example: In both cases merging/ consolidating the activity of both users into one single account makes more sense then other options, enabling case 1 users not to loose any activity/ p[points/ contacts/ subscriptions etc… and in case 2 all community members have consistency and continuity on the platform and the current community manager to have no loss of information or explanations to make… Finally perhaps less common but an interesting case for B2B companies:A person changes company and their SSO login tied to our App which requires the use of their professional email address, is therefore no longer valid and we need to be able to manually fix this as they’ve created a new account for themselves. We want our community to act as a career long partner and not being able to honour this would be disappointing!
Hello!I have an idea to enhance the Gainsight S3 Connector.Currently, Gainsight S3 connector in connectors 2.0 page can be authenticated with Access Key and bucket details.Request:It would be great if it was possible to authenticate using alternate means such as IAM roles, OIDC, or any others.Reasoning: Security departments often have strict requirements regarding API key creation and updating. Best,Ben Wanless
With the current implementation, the Schedules Report in Schedules Analyzer doesnt provide data for fields Last Failure Time and Failing Since. This report shows a consolidated list of schedules across all modules like JO Query Builder, Rules and DDs. And currently this information is not being captured from the modules.This info would be of lot of help in scenarios like the recent Salesforce Security advisory incident. As of now customers had to get this data through backend. Hence we feel it would be ideal to retain these fields and populate going forward. Requesting this on behalf of customer Checkmarx
Hi Team,In the new Account Explorer Health and Summary tabs, there is currently no way to filter by internal users or adjust the timeframe. Additionally, within an individual account view, the sections for top/bottom users, top/bottom features, and zero-usage features/modules are locked to a fixed 30-day window.Introducing configurable filters and editable time ranges across these areas would be very helpful.Regards,Bhagya.
The Engagement Editor currently lacks a reliable Undo feature. While Ctrl+Z sometimes works, it is inconsistent and does not cover all actions. By the nature of content creation and editing, an Undo button is a basic and essential functionality that should be available for all changes in the editor.Adding a dedicated Undo option would:Improve user experience and efficiency. Reduce errors and frustration during editing. Align with standard expectations for any editor tool.This seems like a fundamental feature that is missing and would greatly enhance usability.
Sometimes we would like to display leaderboards for users who are part of a specific user role. A user can be part of multiple user roles and thus using the exclude feature to exclude all other user roles will remove the users from the leaderboard who are part of the role we would like to display but also part of roles that we're excluding.Example:we’re categorizing our users by department through roles; Finance, HR, Marketing… But some users can be in both Finance and HR. We want to display a leaderboard that features users with user role Finance. Currently: we'd need to exclude all user roles except Finance, however this will hide users who are also in HR...
Are there any plans to introduce a Success Plans section to GS Home? I know that you can get to SPs by going through objective CTAs in Cockpit, but would be nice to have an additional section here as well, co-located with the other embedded tools. Especially if Gainsight wants Home to be the centralized workspace you’re promoting it to be.
For our company, we have dozens of different Product Managers who might want to make Product Announcements. Having the ability to assign that right to a selected User Role would be very helpful.
It would be fantastic if we could capture data on the registrant upon registration. Having customized questions such as location, role, business, etc. would help us to filter analytics upon completion.
As we build out our calendars, here are some suggestions for improvement from our team: Allow for users to only see M-F, rather than the whole calendar week. Allow for customization on the visualization of the calendar (fonts, colors, etc). Color code different events/event types. Have multiple calendars available domain-wide
As we build out our calendars, here are some suggestions for improvement from our team: Allow for users to only see M-F, rather than the whole calendar week. Allow for customization on the visualization of the calendar (fonts, colors, etc). Color code different events/event types. Have multiple calendars available domain-wide
We strive to capture CSAT as much as possible but also as easy as possible. It’s frustrating that to solicit feedback from our live session attendees that we have to create a lesson and it’s not “pushed” to them easily or automatically. This would be a huge benefit.
Currently, it is possible to specify audience logic to show an engagement if another has been viewed or completed. However, it is not possible to specify the “IS NOT” condition. My primary use case is that we have an automatic welcome tour. But for an upcoming version of the product, we require a different automatic welcome tour. Because people might use any of a suite of products on different days from sign-up, tours are set to run within the first 30 days.Because we need a new version of the welcome tour, we do not want customers who saw the first welcome tour to also see the second welcome tour. Ideally, we would select the old welcome tour and set the Event to IS NOT and the value to Completed. However, that is not an option.As a secondary use case, we were thinking about creating automatic surveys about certain engagements. Ideally, we would run one survey for people who completed the engagement - and a different survey for people who viewed but did not complete the engagement.
I would like to request a new feature that allows us to assign a weight value to engagements so we can control which one is shown first when multiple engagements qualify for the same user."If multiple engagements qualify to be shown to a user, the one with the greatest weight will be shown first."To make this useful, we would also like the ability to view and manage these weights in a centralized way, either through a dedicated overview page or by adding sorting and filtering by weight in the main engagement list.This would help us better prioritize content, avoid overlaps, and improve the overall user experience! Thanks for considering,
We would like the ability to share a Gainsight PX dashboard with external stakeholders who are not PX users.Today, dashboards can only be accessed internally by licensed users, which makes it difficult to share insights with teams such as product leadership, or partners who need visibility but do not need full system access.Ideally, we would like one or more of the following options: Generate a public or password-protected shareable link. Ability to edit an expiration date for the link or revoke access. This would make it easier to distribute insights, support decision-making, and align stakeholders without requiring additional licenses or manual exports. The PDF export is not dynamic and does not correspond to our use case.
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