@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company and their SSO login tied to our App which requires the use of their professional email address, is therefore no longer valid and we need to be able to manually fix this as they’ve created a new account for themselves.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!
currently you can only use the category title as a variable in the subject line. I’d like to have the option of using {topic_title} in the subject line like you can do with most of the other system emails related to topics. Benefits of using just category (current state): Email systems will thread emails with the same subject (“New post in {category_title}”). Many communities may prefer this to cut down of email volume. Benefits of using {topic_title}: I’m more likely to click into an email for a subject that interests me / fits my expertise I’m less likely to bulk delete X messages rolled up into a group thread in gmailI think there are good reasons for each approach, I’d like to have the option for either.
Now that MCP access is available in Gainsight CS It would be incredible if we had the ability to authorize this use via Permission Bundles.
This would allow for better peer account management in account transitions/temporary coverage and scenarios with multiple account team members.
Some of our users didn’t consider that their usernames would be displayed publicly when they registered. That's why we have received some requests to change their usernames, because they themselves can’t change it. It would be great if it would be possible for users to change their usernames by themselves.
Like it is possible to customize the layout of the main landing page and custom pages it would be great to be able to customize the user experience in each community section and category.
Under Cockpit configuration, CTA Reason, when I select CTA Type ALL there is a Default Reason (currently set to "Activity"). I am not able to remove that/set it to blank. So, for example, if I am creating a CTA and select "RISK" as my CTA Type, the Reason defaults to Activity. Because that is the default reason for ALL CTAs. I don’t have a Default Reason set for “RISK” type because I want end users to select one.Because this is becoming the default Reason on EVERY CTA Type, and pre-populates, end users are failing to select the correct Reason Code. So we have dozens of Risk CTAs with the Reason Code “Activity” I asked support if it’s possible to remove the default reason from ALL and here was the answer:I would say our team has a more strict backend change policy nowadays in doing custom changes and likely we won't' be able to avoid future issues/discovery.Although we don't have a way to set it to blank, after reaching out to the team to suggest. Is it possible to create a reason called "Invalid Reason"? Then for the CTAs where CSM hasn't set it would show up in reporting that they would need to reset it to a different reason.If they didn’t notice and change it from “Activity” it’s unlikely they’re gonna change it from “Invalid Reason.”On one hand, yes, this can be viewed as an enablement issue, but on the other hand I would expect that if we don't have a default Reason Code on the CTA Type selected, the field shouldn't populate, forcing end users to select one. Let’s make the product more foolproof.
Hello, Is it on the roadmap to enable reporting from SFDC objects within Spaces on the Community. The reports are visible from the C360 but we get this message from within the Community:
I'd like to be able to have a recipient answer a survey question with a date. i.e. The question is "can you give us an estimated target completion date?". I'd like to be able to collect a date object from that response so I can trigger time-centric CTAs. I'm collecting a text field now that at least gets me the info but if I could collect a date field I think I could take it a step further.
THE PROBLEM:Today, when users ask Copilot (especially in Slack) questions like “my portfolio”, “my companies”, or “my upcoming renewals”, results are strictly scoped by the user’s current Gainsight Home filters — but that dependency is not obvious to end users. This can cause “no results” answers even when relevant accounts exist (example: user has a Renewal Date filter set to “next year,” so end-of-month renewals disappear). Gainsight docs confirm that portfolio queries rely on filters configured in Gainsight Home., however,end users rarely read documentation messaging like “filters haven’t been set up” in Copilot responses can be interpreted as an admin/config problem even when filters exist — they’re just currently restrictive. plus, not every customer and/or persona leverages Gainsight Home (think Sales account owners who don’t work in Gainsight as their primary system of record)Enablement shouldn’t be a substitute for intuitive functionality.THE NEED:STRONGLY PREFERRED: When Copilot sees “my portfolio” intent, it should first attempt to resolve “my” using User Lookup fields on the Company object, such as:CSM / Account Owner / TAM Any org-defined “Owner” lookup to GS User (including custom fields)If a match exists, Copilot uses that ownership assignment to scope results (optionally allowing persona selection like “my renewals as Renewal Manager” vs “my accounts as CSM”).ALTERNATIVE: If that’s completely impossible (which I cannot fathom it is) then at a minimum allow admins to define portfolio ownership logic in Key Definitions, and make the portfolio resolver:Check Key Definitions first Only fall back to GS Home filters if no Key Definition existsKey Definitions are explicitly designed to provide standardized business data/instructions so Copilot responds consistently and contextually.
It would be great if I could add a new contact from Timeline entries. The contact I am trying to add as an external attendee doesn't exist so now I need to go back to people, add them, then try again (less likely to do that). If I could be prompted to add the contact, fill in any fields required and hit save, then continue doing my timeline entry, it could help ensure proper record keeping
When a user queries Copilot about their portfolio, the thought process does not explicitly state that the results are restricted to the filters currently active on their Home: Copilot - though processAs example, right now I have a filter applied for the renewal date = date next year, so when I ask for my upcoming renewals, even though there is one account active and due at the end of the month, Copilot says that there isn't any: Copilot - responseI love that the response says “It could be because the required filters in GS Home haven't been set up yet” and directs to the documentation, which has been updated to add this caveat discovered during the BetaBut the verbiage used could be open to interpretation (we do have filters set up in Home) and a very low percent of the end users will read the documentation.Could the response and thought process be more clear and “right on their face”?For example, something like: ⚠️ Check Your Home Filter SettingsMy search results are strictly limited by your current GS Home filters and I can only see data that fits within those rules. To see more results: Please adjust or clear your filters in GS Home
Hello!We have been in the process of moving to PX from another analytics provider and adjusting our flows to meet our internal and customer’s needs. One thing that our customers often ask for is recurrent usage reporting for their employees on our products. On previous providers this was fairly simple to do on a password protected externally facing page. On PX there is no external reporting functionality at all. Our work around was to create a pipeline to push the granular usage data into CS (no small feat) and use the Shared Spaces to make the reports externally facing. But come to find out there is no way for the end user to download the report?!This seems like a bit of an oversight, I recognize that not all reports shared with customers should have default download capability, but there should absolutely be an option in the UI to enable external download from the Shared Spaces.PLEASE add this feature!! Thank you!!
Requesting functionality to save approved colors and font(s) in the JO Template Builder to make our emails compliant with branding standards. As of now, changing button and title colors requires us to copy and paste HEX codes over and over, but it would be ideal if we could save settings (like standard button color), or at least apply one of a handful of saved colors. Additionally, the font options are very limited, and it would be nice to be able to upload or reference a font for repeated use.
It would be great to be able to see some analytics on the languages used.Already just a pie with the proportion of languages used by end-users would be great.
Currently the Zendesk Federated Search integration allows for advanced filtering by Category. Zendesk Categories are typically high level and then have “Sections” (what inSided would probably call Child Categories if we’re following the same structure and nomenclature). Similarly, clicking into a Section leads to a URL with /sections/[SectionID] (e.g. /sections/12497613). To allow for more detailed advanced filters, it would be very helpful if the Zendesk Integration also allowed for filtering by Section ID number, in addition to the existing Category ID number.
As we’re working through some testing of spaces, I noticed there doesn’t seem to be any reporting at the company or relationship level (or even in its own object) for detecting if a space has been set up/in use/when it was last modified. I did see the Spaces user access object, but that appears to be primarily for tracking invitations.Having some more robust information available for easy reporting & including on an admin or managerial dashboard would enable us to better ensure our representatives are not only setting them up, but also maintaining them on a regular basis. It would also be great if the ‘link’ to the space could be included in a field, which might allow us to automate emails out to the customers from the CSM and direct the customer there.
Hi there,Due to most community members being readers/lurkers, it would be amazing for ‘minutes online’ to be included as a metric in reporting. This way, we can see what community members are engaged, even though they’re not… engaged.Plus, I would love for it to contribute to the Points earned column in the Top users table under Analytics > User. But, that’s up for debate. It should at the very least be recorded data, imo. We may have huge clients, for example, who are in the community everyday but as far as we’re aware, they’re not, because we never see them post.For now, the solution is Analytics > Engagement and checking the Unique visitors column in the Active customers table. But, I don’t think that achieves what I’m looking for.Any thoughts and opinions are welcome!Cheers.Cc: @olimarrio
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