Product Ideas

5580 Ideas

jvdcHelper ⭐️⭐️⭐️

Community Leaderboard config: Add possibility to 'Include' a user roleNew Idea

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...

Forum|Forum|1 hour ago

darkknightExpert ⭐️

GS Home widget for Success PlansNew Idea

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.

Forum|Forum|11 hours ago

mstrueningHelper ⭐️

Allow users in a custom role to create Product Update postsOpen

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.

Forum|Forum|14 hours ago

Kimberly.HillContributor ⭐️

Skilljar Registration for Live Events SuggestionNew Idea

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.

Forum|Forum|15 hours ago

Kimberly.HillContributor ⭐️

Calendar Enhancement SuggestionsNew Idea

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

Forum|Forum|15 hours ago

Kimberly.HillContributor ⭐️

Skilljar Calendar SuggestionsNew Idea

Forum|Forum|15 hours ago

Kimberly.HillContributor ⭐️

Post-event survey suggestionNew Idea

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.

Forum|Forum|15 hours ago

mmarquesHelper ⭐️⭐️

Audience logic to show an engagement if another has NOT been seenNew Idea

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.

Forum|Forum|18 hours ago

Marion S.Contributor ⭐️⭐️

Add engagement weighting feature for display prioritizationNew Idea

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,

Forum|Forum|18 hours ago

Marion S.Contributor ⭐️⭐️

Ability to share dashboards with external users (non-PX users)New Idea

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.

Forum|Forum|20 hours ago

Marion S.Contributor ⭐️⭐️

Enable use of Mobile “App Updated” event in Dashboards, Query Builder & Feature MappingNew Idea

We would love to extend Mobile "App Updated" event beyond its current limited usage. Right now, this event is only visible in the User Activity timeline and usable in Engagement Activation Logic. However, it cannot be added to dashboards as a widget, queried in the Query Builder, mapped in the Product Map, used to parameter engagements, or accessed via the PX REST API.Having the ability to use this event across analytics and reporting would allow us to: Track mobile update adoption trends in a dashboard. Link it to a feature to manipulate it in the query builder. Trigger product actions or engagement strategies based on users update. As a workaround, I understand that a Custom Event can be created by our team, but native support for this specific system event would greatly improve consistency, reduce implementation effort, and provide more accurate user lifecycle tracking.

Forum|Forum|20 hours ago

JaySHelper ⭐️

Add the ability to select a snoozed option when setting audience rulesNew Idea

I’ve been thinking about scheduling PX engagements and the snooze option. I don’t use it often because it counts as a view, so it doesn’t change the schedule. So, when a user gets their last view in the schedule and they click snooze, they are expecting to see that engagement again, but with the current functionality, they won’t see it again.A couple potential solutions:Make the click on snooze not count as one of the views. For example, if the schedule is set to show the engagement 3 times with at least 7 days between views: Upon first view, user just closes engagement; that counts as their first view and they have 2 left. Upon second view, user clicks snooze. This should not count as a view and they should still have 2 left If user continues to click snooze on their third view, they should qualify to see it again in 7 days; potentially indefinitely if they keep clicking snooze. Add a SNOOZED option to the In App Engagement audience rule. This would give us the opportunity to target users for a “last chance” at the engagement. If the user has previously only VIEWED or COMPLETED the engagement, they wouldn’t qualify to see the last chance engagement. My assumption here is that if a user is clicking snooze, they want to see the engagement again and just may not have time to review it at that moment. (That is my thought when I’m presented with a snooze option.) Add SNOOZED option to the Event category I’m referencing this article: cc: @Lake1211 @Gainsight2022 @woodlande @wheelern @rterakedis @aroberts @jmobley @aharkut

Forum|Forum|21 hours ago

craig.coeContributor ⭐️

Ability to set default email criteria in Journey Orchestrator (From Name, From Email and Reply to)New Idea

Hi all, first time poster long time user. Apologies if this has been covered previously… 😁In my current role I am responsible for sending email communications (mainly product updates) to a wide range of customer segments - 40+ products and 500k+ contacts split by geography, product, industry sector, persona - you name it. I use Journey Orchestrator to build and publish programs, typically dozens a month.As I am not in a customer facing role, nor a font of knowledge for each product, you can imagine I do not wish to send each program from my own email address. We have a shared inbox for this (hello.customer) and I change the ‘From Name’ ‘From Email’ and ‘Reply To’ email each time I publish a program.A few weeks back I unfortunately forgot to change these 3 criteria and published a program to circa 35k contacts. The result being 5000+ emails landing in my inbox - I still have around 500 to sort through 😫.So my ask is simple - is there any way to specify default values for these 3 criteria? I.e. I would like to configure Gainsight so that all JO programs use our hello.customer email address unless otherwise specified. Perhaps this configuration would need to be specific to users i.e. only users sending mass comms specify an alternate address.I have deliberated and pondered the current configuration, but struggle to understand the logic of not having this functionality. Are admins/end users of Gainsight creating JO programs and using their individual email as the ‘from’ and ‘reply to’ address?If I have missed something here, or this is a terrible idea, then I apologise. I am all ears 🤣

Forum|Forum|21 hours ago

angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

Admin defined views for TimelineDiscovery

Gainsight Admins should be able to “push” views to Timeline, the same way they can Cockpit views today. Here are a few use cases:Authored by Current User and Company is not managed as Customer Help CSMs find activities where they selected the wrong account and update with the correct account information Creating a view for all accounts within a hierarchy Helps CSMs with complex account hierarchies find all Timeline activities for the parent and child accounts

Forum|Forum|1 day ago

Max.GutmanContributor ⭐️

Ability to edit the Start Date of CTAsNew Idea

Users should be able to edit the Start Date of CTAs without having to use the Gantt Chart view in the Success Plan.We have a use case where we’re using CTAs to track customer engagements that could span anywhere from a week to multiple years, and sometimes the start dates of those engagements change. We’d like to use the start date field on the object so that we can leverage built in functionality with this field, but there’s no way to update this without going to the Gantt Chart view in the associated Success Plan. Being able to edit this field would be very useful.

Forum|Forum|1 day ago

darkknightExpert ⭐️

CS: Add a "Preview" option to AttachmentsNew Idea

It would be great if there was a “Preview” option for attachments. If folks haven’t done a great job with naming conventions (or tags), then it's super hard to know what each is unless you download it.

Forum|Forum|1 day ago

sam.walkerHelper ⭐️

Improve UX for multi-content lessons that start with a videoNew Idea

We encounter a UX issue with our learners relatively often when they are just starting to take our courses: they think a lesson is video-only, but the lesson actually contains much more content below the fold.We may be able to modify our lesson design to avoid this issue, but I also think Skilljar could enhance the layout of multi-content lessons.Our standard course lesson is a multi-content lesson composed of the following blocks:Embedded video Text and image lesson instructions QuizThe video is a recording of our live course, walking through the steps described in the text, so these are essentially two different ways to access the same content.However, in our live courses, in particular, we observe the following behavior from learners: they find the lesson, but for some reason, they start watching the video. The video they are watching simply repeats the demo we just gave them live. At this point, they get confused and wonder where the exercise instructions are. Or they don’t even start watching the video; they just ask us, “Where is the exercise?”The primary reason they get confused is that, on smaller displays, the lesson loads and perfectly fits just the embedded video. Therefore, they assume the lesson is only a video. They do not scroll down to see the rest of the lesson.Here is a screenshot illustrating the problem:You can view it yourself here (free registration required).I’m agnostic to the solution, but I think a UX designer could improve this somehow. Perhaps a small table of contents, a section jump button, or an expandable section under the current lesson on the left-hand navigation pane.Whatever it is, I think the interface needs to make it clearer to the learner that there is more to see if they scroll down.Thanks.

Forum|Forum|1 day ago

kate_wigglesworthContributor ⭐️⭐️⭐️

Configurable Filter on People- Create ViewsNew Idea

I’d love the ability to create “Views” on the People section in C360 the same way we can create different views in Timeline & Cockpit. A majority of our outreaches and engagement activities are done based on roles defined at the contact level, and our CSMs are asking for a way to see that subsection of contacts from the People level on the account. At present, there is no way to save or configure a view on the People section, so our workaround has been to add filters to see the contacts in the role group you’re looking for. This is painful for the CSM to have to do this action every time, especially when they have to filter on multiple fields. Enabling the creation of views in this section would avoid them having to pull a separate report or filter themselves.

Forum|Forum|1 day ago

Thomas DeelyContributor ⭐️⭐️⭐️

I would like to allow members to follow a tagNew Idea

I would like to allow members to access topics of interest, such as AI is it possible to follow a tag?

Forum|Forum|1 day ago

deannajContributor ⭐️

Add Folder Organization for Saved Prompt HistorNew Idea

Currently, the 30-day limit on saved prompt history is a significant barrier to leveraging Gainsight's Co-pilot effectively. Users often lose valuable, high-performing prompts that took time to perfect.To solve this, we request the ability for users to create and name folders within the right-side chat history area and mark specific prompts and responses to save to these folders indefinitely.This feature would transition Co-pilot from a temporary tool to an organizational knowledge base, eliminating the need to start from scratch or maintain a separate document for prompt storage. Business Impact and Use CasesThis enhancement offers two major business benefits: time savings and knowledge retention/sharing. 1. Knowledge Base for Training and Best Practices Impact: Huge time-saver and accelerator for new user training. It institutionalizes best practices across the team. Use Case: I frequently train the Customer Success (CS) organization on Co-pilot usage. I need to demonstrate effective prompts that consistently yield the best outcomes. Solution: By creating a folder named "Best Practice Prompts," I can save and categorize successful prompts and responses for future demos, ongoing training, and my own quick reference. 2. Customer-Specific Knowledge Retention Impact: Prevents loss of critical customer intelligence and dramatically reduces the time spent rebuilding insights during account transitions. Use Case: Customer Success Managers (CSMs) work with specific books of business that are often shuffled between team members. Valuable customer insights gained via Co-pilot—if not logged elsewhere—are lost when the prompt history expires or the account is reassigned. Solution: Allowing users to create folders like "[Customer Name] Insights" will ensure key data is retained. 3. Elevated Value: Account Transition Sharing Impact: Maximizes Co-pilot's value and directly increases user adoption by integrating it into a seamless hand-off process. Solution: Ultimately, if these customer-specific folders can also be shared with other users (e.g., when an account is shuffled), Gainsight would become an even more valuable and sticky tool for the entire team.

Forum|Forum|1 day ago

CatyguerrantContributor ⭐️

Gainsight Home Calendar FilteringNew Idea

💡 Idea: Add External-Attendee Filtering to the Gainsight Home Calendar WidgetIt would be incredibly helpful if the Gainsight Home Calendar widget included a filter option to show only meetings with external attendees.For CSMs with packed internal schedules, this would reduce clutter and make it much easier to quickly identify actual customer-facing engagements.Why this matters: Speeds up daily planning Improves visibility into true customer touchpoints Reduces noise from internal meetings Helps teams better prepare and prioritize customer time A simple filter could make a big impact on productivity and clarity!

Forum|Forum|1 day ago

rob.devallContributor ⭐️

View Online link for emailsNew Idea

It is email best practice to include a “view online” link at the top of marketing emails. See example attached.Most CSM tools would host the email on the site/severs (similar to how images are typically hosted) and the link would be generated in a similar fashion to the “unsubscribe” link.Gainsight support team have told me that this feature is currently not available.I would strongly recommend that this feature is developed because by including a view online link, you can ensure that your email message is displayed as intended, regardless of the recipient's email client.Thanks for your consideration.

Forum|Forum|1 day ago

darkknightExpert ⭐️

Gainsight CS: Relationship Attachments need to roll up to CompanyNew Idea

When adding an attachment to a Timeline entry that is linked to a Relationship, the attachment is only accessible at the Relationship level. Access to Attachments should roll up to the Company level, with appropriate filters.For companies that are using Relationships in a limited way, this forces us to add the Attachments tab to the R360 and can create too many clicks and/or paths to get to the records.Not every company uses relationships in the same way. We need flexibility.

Forum|Forum|1 day ago

atwhiteHelper ⭐️⭐️

Filter Search by GroupsNew Idea

With the enhancements to search this year, the filters are very helpful. One filter option that seems to be missing is Groups. Even a single checkbox to select “Groups” (similar to the Topic Type filters) would be helpful, but it would be even better to have the search display a list of groups you’re a member of and be able to refine the search that way.Taking that option even further, the search banner in each group could then default to selecting that group’s filter in the search results (the same behavior you see when searching within a knowledge base, for example). Thanks for considering this!

Forum|Forum|1 day ago

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Add Total Logins to User Export and Related User Data FeedsDevelopment

When creating a new Rank, you can set requirements around minimum number of logins (screenshot below). This tells me that the data exists and is accessible by the system. I propose making that login data (and why not points too while you’re at it, idea below) a standard part of all user data exports.

Forum|Forum|1 day ago

Idea Pipeline