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5636 Ideas

jeremy_johnston
jeremy_johnstonHelper ⭐️

Make 'Sharing Groups' available in MDA for use in Rules/Reports/DDsNew Idea

Use Case: I need to populate a field on the MDA User object when a user is assigned to one or more Sharing Groups.Example:User Named 'Jeremy Johnston' is a member of the Sharing Group 'XYZ Team'.I want to set MDA User object --> field name 'User Team Membership' value as 'XYZ Team' via Rule.  I maintain this field value on MDA User to more easily share C360 views, reports and dashboards across multiple users.Note: I'm interested specifically in 'Sharing Groups', not 'User Groups'. I am aware there is a MDA object for 'User Groups' and I’d like to see the same option be made available for 'Sharing Groups'.

0
jeremy_johnston
Forum|Forum|1 day ago
K
Kayleen.lillardContributor ⭐️

Connect CTAs to Gainsight AssistNew Idea

Would it be possible to tie Outlook emails to specific CTA’s? I would like to be able to log email tasks directly into Gainsight as a CTA. Alternatively, it appears that Timeline items are not connecting to CTA’s. I have tried to log the email request in Timeline and then tie it to a specific CTA, but to no avail. 

25
chad_kocherhans
Forum|Forum|1 day ago
shiv_kumar_katiyar
shiv_kumar_katiyarGainsight Employee ⭐️⭐️

Option to delete MDA dropdown list itemsParked

Hi Team,Currently, we don’t have an option to delete a particular dropdown list item from the UI. I know we can get this done from the backend in some urgent cases. It would be really nice to have a alert that gives all the dependencies for the picklist item and if there are no dependencies then allow the user to delete it? Thanks~Shiv

34
ltsponhour
Forum|Forum|1 day ago
efoley
efoleyContributor ⭐️⭐️

Make Descriptor Optional & Allow Same Descriptor for Courses added to Course FamiliesNew Idea

Thanks for the new Course Families feature! This is really helpful. I’m finding it a bit prohibitive that the descriptor is required when adding courses to a family and that each course requires a unique descriptor.For example, we use those separator hack courses on catalog pages and I wanted to group all them together into a Course Family called “Skilljar Hack Separator Courses” and that would be sufficient enough (no descriptor necessary). Since it was required, I tried entering the same descriptor (e.g., “Separators for Catalog Pages” for all of them) but couldn’t save it until I made them each unique.  Another example would be a group of courses on a certain product (in a Uni that offers training on multiple products) and I wanted to create a family of Product A courses, Product B courses, etc. Also didn’t feel like each course required descriptors, so copied the names into each to make them unique so it’s just duplicative info displaying.Perhaps I’m missing the importance of unique descriptors for each, but wondering if others might find these requirements a bit restricting as well. Any reason they can’t be set to optional and the unique descriptor criteria lifted?

0
efoley
Forum|Forum|1 day ago
J
jadkins.iiqContributor ⭐️⭐️⭐️⭐️

Gainsight Assist AnalyticsNew Idea

It would be very beneficial to have Gainsight Assist Analytics/Reports available to track the following information:The number of times each template has been used Who used the templates When the templates were used Who the templates were sent toWe have created numerous effective emails, but we lack insight into their use without reviewing individual timelines to confirm whether someone was contacted. Having access to these reports would also help those using the templates by reducing duplicate email sends. While CSMs can check the timelines, having a report would significantly streamline their efforts.

0
J
Forum|Forum|1 day ago
romihache
romihacheVIP ⭐️⭐️⭐️⭐️⭐️

Standardize Time Zone Display Across ApplicationNew Idea

ProblemGainsight CS displays execution history and related time-sensitive data using inconsistent time zones across different features, leading to confusion, wasted time, and the need for manual time zone conversions. Lack of time zone parity across features creates an unnecessary cognitive load for users trying to understand the status and timing of critical processes and workflows.When investigating why a specific user was missing on my end, I checked the execution time of the relevant Job (Salesforce connector). The Job's history showed the last run was yesterday at 7:00 AM. Knowing it’s a daily run, I expected it to have already executed today as it was 8:45 Upon checking the Job's configuration, I realized the execution time was set to 7:00 AM PDT (the application's time zone), which corresponds to 4:00 PM in my local time. This caused me to mistakenly believe the execution was missing and required me to manually trigger the job; all because the displayed time was not in my local context. Connectors → Activities UIThe root cause of this confusion is that I spend most of my time in the Rules Engine, where the execution history is displayed in my local time zone. When I switch to Connectors 2.0, the time zone shifts to the application's default. This broken experience forces users to perform "mental gymnastics" and consult external converters just to confirm the expected run time. Proposed Solution I request a feature to allow users to select the time zone for displayed data within each feature that shows execution history or timing (e.g., Jobs, Rules List, Rule Chain, etc.).Ideally, this would function similarly to the Rules Engine → Activity view, but be integrated directly into the feature's interface, not as a separate activity section. Rules Engine → Activity allows users to select the time zone for displaying dataExample Implementation:Introduce a prominent UI element (like a toggle or dropdown) that allows the user to switch the display of time-stamped data between: Application Time Zone (e.g., PDT) User's Local Time Zone (The time zone of the user browsing the app)  Mockup: Allow the user to select the display time zone, dynamically adjusting all dates and times shown in the UIStandardizing the display across all features will prevent user error, reduce support inquiries, and greatly improve the overall user experience.#adminQoL

11
alizee
Forum|Forum|1 day ago
alizee
alizeeVIP ⭐️⭐️⭐️⭐️⭐️

Expand ability to set Recurring CTAs to rules and success plan templatesNew Idea

Hi!It seems like setting the recurring settings on a CTA is only possible when creating it manually but not:Via rules in the Create CTA action Via success plans when adding CTAs to a success plan templateIt would be more effective than building a rule to recreate a CTA every X to meet that need. Furthermore, it should be possible to edit an existing CTA to make it recurring when the CTA type has the recurring toggle on. ThanksA.

0
alizee
Forum|Forum|1 day ago
bjoern_schulze
bjoern_schulzeHelper ⭐️⭐️⭐️

Privacy / Data erasure policy: Fully remove a username from the community after account removalOpen

inSided stated in their data erasure policy that when a user account is being removed - in order to anonymize a user:“no personal data is available anymore, nor in the system nor in any backup - the user record can no longer be retrieved” “their content will be left intact to avoid damage to the community - but the attached user record is now Anonymized”But unfortunately that’s not fully true. What happens:A user (in this case “Spreeandre”) registers in the community, posts topics and / or comments Other users interact with this user by quoting or mentioning them The user then asks for his account to be deleted After the account is deleted, the user’s own content is being anonymized But: The username in mentions and quotes won’t be anonymized → inSided’s claim that “no personal data is available anymore” isn’t true because it is still easily possible to connect the anonymized content to the original username (which can easily be found via Google)The reason why this happens is:The username is being inserted as a plain text so after a posting was published, the username is a fix part of the content The correct way of doing it would be to load the username from the database every time the content is being loaded → So when a change is being made (e.g. username change or user is being removed), the data will be loaded from the database and instead of the plain text username the updated “Anonymous” (or changed username) will be displayedThat’s why our proposal is:In order to really ensure the “right to be forgotten”, it is necessary to change the way the usernames are being displayed in mentions and quotes. It is necessary to pull the data from the database instead of inserting usernames in plain text.If this isn’t done, inSided customers are violating the GDPR because they don’t fully remove the identifiable user data from the platform automatically (and doing it manually by editing every single piece of content where an anonymized user was being mentioned or quoted is a very time-consuming and error-prone work around).

19
revote
Forum|Forum|1 day ago
bjoern_schulze
bjoern_schulzeHelper ⭐️⭐️⭐️

Better sitemap.xml to improve SEO visibility of important contentOpen

The sitemap helps search engines to index the community more efficiently. It is supposed to contain the community’s essential pages in order to making sure that robots can quickly and easily find and crawl those pages.Currently, the Community’s sitemap contains all community parent categories and categories. It is however not possible to include custom content, such as important / high-value posts, into the sitemap.High-value posts are any pieces of content that you want to push (and boost) to Google more quickly and make them stand out in between all of your other content. e.g.:Latest product launch Current sales campaign An upcoming event An essential tutorial or FAQI propose a new feature that will allow Community admins to manually add high-value content directly to the sitemap. Possible ways to do it:make the whole sitemap.xml editable (such as the robots.txt file) provide Community admins with a form that enables them to manually add (and later remove) URLs to (and from) the sitemap.xmlBeing able to manually add high-value content will improve the organic visibility of this content in search engines by an estimated 5-10%.

3
revote
Forum|Forum|1 day ago
danielwal_coco
danielwal_cocoContributor ⭐️⭐️⭐️⭐️

Table formattingNew Idea

We have a number of articles that have more than one table in them.I would like to be able to specify that all tables are 100% width, so that multiple tables within a single article aren’t “jarring” and are formatted/sized the same (for readability).

0
danielwal_coco
Forum|Forum|2 days ago
M
mbarry

Preserve Hyphenated Keywords in Text & Topic AnalyticsNew Idea

In Text Analytics and Topic Analytics, preprocessing removes special characters, including hyphens. As a result, hyphenated keywords do not reliably match against topics or text, even when those terms are commonly used and documented in a hyphenated format.Proposed EnhancementEnable Text and Topic Analytics to recognize and analyze hyphenated keywords. This could include preserving hyphens during preprocessing or treating hyphenated and non-hyphenated versions of a keyword as equivalent.This enhancement would make text analysis more flexible and better aligned with how teams document and reference key terms.

0
M
Forum|Forum|2 days ago
M
mbarry

Daily Email Send Cap for JourneysNew Idea

Journeys currently lack a way to limit how many emails are sent per day. For feedback-driven Journeys sent to large audiences, this can result in more responses than teams can reasonably review and act on in a timely manner.Proposed EnhancementAdd a configurable daily email send limit to Journeys. Admins define a maximum number of emails sent per day. Each day, the Journey randomly selects recipients from the eligible audience up to that limit. On subsequent days, the Journey continues sending to new recipients from the remaining audience. Value Allows teams to collect feedback at a manageable pace Improves follow-up and action on customer feedback Reduces operational overload for CS and Product teams This would be especially useful for surveys, NPS follow-ups, and other feedback-based Journeys that require timely human action.

0
M
Forum|Forum|2 days ago
dayn.johnson
dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

Allow customizable number of hours for recurrent evaluate steps in new dynamic JONew Idea

Is it feasible to make it to where we can adjust the number of hours a recurrent evaluate step in the new JO is evaluated? Having a condition evaluated every 11 hours massively throws off the timing for any following steps, which can lead to emails sending at all hours (not a good look).It’d be much simpler (and more useful) to have it where we could configure it to a reasonable number of hours, even if there were pre-configured options (12, 24), with an “up to x number of days” option. I’d much rather have it check every day and send at a consistent time. 😀 Something like the following would be awesome (from the current advanced JO): 

9
E
Forum|Forum|2 days ago
M
mandy.jContributor ⭐️⭐️

Gantt chart tasks orderNew Idea

When on the Gantt Chart for a Success Plan, tasks from an Objective are randomly ranked independently of their initial ranking, independently of the timeline logic we built. Can you improve this vizualisation ? Is it already planned ? Thanks

7
mgiersch
Forum|Forum|3 days ago
ajprince
ajprinceContributor ⭐️⭐️⭐️⭐️

Ability to natively embed Staircase reports into Gainsight DashboardsNew Idea

As an admin, I’d like the ability to natively embed Staircase reports into Gainsight dashboards. I don’t like that we have to create separate dashboards in two Gainsight tools, or direct users to go to two separate places, to solve the same user need.This is primarily focused around CSM & Manager’s Dashboards, but can be used for other use cases.Here are a few use cases:Including Team Stats report for Managers Add Churn Risk event reports into both Manager’s and CSM dashboards Highlight positive sentiment signals to managers Adding Risk & Expansion analysis reports for both Managers and CSMs Adding Churn Analysis into Executive Dashboards Including Missing Contacts, Data Sync, and System stats into Admin dashboard

4
Molly.McQ
Forum|Forum|3 days ago
danielwal_coco
danielwal_cocoContributor ⭐️⭐️⭐️⭐️

Reorder Saved Views in KnowledgebaseNew Idea

I have numerous Saved Views, it would be nice if I could reorder them by dragging and dropping so they are organized logically.

0
danielwal_coco
Forum|Forum|3 days ago
J
Jen HanleyContributor ⭐️⭐️⭐️

Convert Delivered Product Ideas into Product UpdatesNew Idea

Customers subscribe to our Product Updates in the community to stay informed about what has actually shipped. However, when a Product Idea is delivered, it often remains only in the Ideas section. This creates friction and confusion: customers miss shipped features because they don’t actively monitor Ideas, and Product Updates become incomplete as the single source of truth for releases.Proposed SolutionIntroduce the ability to convert a delivered Product Idea into a Product Update within the community. 

0
J
Forum|Forum|3 days ago
jeynreyn
jeynreynContributor ⭐️⭐️⭐️⭐️

Having the ability to backfill the Goal Type on existing customer goalsNew Idea

I recently learned that with the ability to create new Goal Types in the Customer Goals feature, that you cannot update the Goal Type on any existing customer goals. We have hundreds of goals created since the Customer Goals feature came about, so this means that these goals will need to remain in “Default” as their goal type.It would make sense to have the ability to not only create new goal types, but also the ability to modify them/their name, and modify existing goals so that when you report on types, you don’t have to figure out what goal types to use.Is this something we can expect in the near future?

1
heather_hansen
Forum|Forum|3 days ago
ariveral
ariveralContributor ⭐️

PX: Engagement Scheduler for Yearly SurveysNew Idea

Hi Team,I wanted to raise a feature request that would really streamline our annual survey operations. Right now, each yearly survey has to be manually rescheduled for the following year. Since our surveys rely on specific date‑based rules (e.g., “Last seen between Aug 1–31” or “Last seen between Feb 1–28”), we need to recreate these windows again every cycle which becomes repetitive and easy to miss as we scale.Proposed enhancement:Add a “Launch Annually” checkbox/toggle in the survey settings.When enabled, the system would automatically:Recreate the engagement’s date‑based rules for the same period next year Preserve all other engagement settings Set the new schedule without manual interventionBenefits:No more rebuilding date filters every single year Reduces risk of surveys launching late or being forgotten Saves time and ensures consistency across all recurring survey programThank you!

0
ariveral
Forum|Forum|3 days ago
K
ktumoloContributor ⭐️⭐️⭐️

On/Off Toggle for AI Follow UpNew Idea

In dealing with certain customers (i.e. government agencies, school districts, etc.) it is difficult to use AI Follow-Up as many have strict policies regarding this kind of tool.  Is it possible to have a toggle on/off option to turn off the feature during meetings with customers that have these kinds of restrictions? Would be a huge help!

1
silasramsden
Forum|Forum|3 days ago
angela_domenichelli
angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

Customize Gainsight SearchNew Idea

Allow Gainsight Admins to customize the Gainsight Search.  v1 for full tenant, v2 by user / user attribute like 360 layouts.Use cases and examples:Order the result types so Relationships / Companies / Person records are in a unique order in the search (we use Relationship more often than Company or Person, but it is at the bottom of the search) Order the results themselves, for example, within Person records, show ones with an Active Status or Role first Filter result types, for example, do not show Relationships Filter results, for example, Inactive Companies and Relationships are not seen

4
alizee
Forum|Forum|3 days ago
B
BMOGainsight Employee ⭐️

Staircase AI | Create Global Account Configuration for what appears on the Account pageNew Idea

Being able to rearrange and hide certain features on the Account page in Staircase would improve user experience. For instance, if a customer is not using Product Usage data then being able to hide the Product Usage health score would reduce the amount of noise and improve user adoption - less information to pay attention to and less elements to need to ask questions about.  Additionally, being able to reorder elements would allow Admins to have the Account Level page more closely reflect the C360 in Gainsight in terms of the order data is presented. 

2
dcassidy
Forum|Forum|4 days ago
mattmarcsmith
mattmarcsmithContributor ⭐️⭐️⭐️

Staircase Manager user role - proposed email visibility changesNew Idea

As per https://support.gainsight.com/Staircase_AI/Users_and_Permissions/Users_and_Permissions#Role_Definitions, Staircase AI users with the role Manager can see all communications. The only difference between that role and Admin is that Admin can also manage User permissions, Configurations, Integrations and Reports. Wouldn’t it be better to either change the Manager role - or create an additional role - so that the visibility behaviour is that they see all of their own emails and their team’s email instead? And by team I mean direct reports and (as an optional setting) peers. This is especially useful for CSM Managers to keep an eye on accounts in region, etc. without having access to say conversations at an executive level? Staircase already inherits the concept of Team from the Exchange server so knows the current hierarchy, so it doesn't seem such a giant leap to be able to implement this? Regards,Matt Smith

3
dcassidy
Forum|Forum|4 days ago
A
AnitahgContributor ⭐️⭐️⭐️⭐️⭐️

Community Markdown SupportOpen

Developers love Markdown, and our developer community members ask if they can have a text-editing mode in our community where they can type Markdown. Would that be possible? It will for sure help increase the engagement from developers. 

5
A
Forum|Forum|4 days ago
ariveral
ariveralContributor ⭐️

Automatic Error Notification for Incorrect URLs in Audience FiltersNew Idea

Problem:Today, Gainsight PX allows users to target engagements using specific URLs within Audience → Rules. However, PX does not currently validate whether an entered URL is correct or still exists in the product. Because of this, admins may unknowingly configure engagements using outdated or invalid URLs, especially in products where page structures change frequently.As a result, engagements fail to trigger for the intended audience, which leads to missed responses and inaccurate reporting.Use Case:Our own product experiences constant URL changes due to ongoing UI/UX updates, new page releases, refactoring, and A/B test variations. Because there are high volumes of URLs, it is not feasible to manually track every single change.This has led to multiple instances where PX engagements set for specific pages did not fire, because the URLs had already changed. Consequently, we have received complaints about low NPS response rates and low engagement metrics, which were later traced back to invalid or outdated URLs in the PX audience filters.Proposed SolutionIntroduce URL validation and notification capabilities within the Engagement Audience Filters. Specifically: Real‑time validation: When a user enters a URL in the audience filter, PX should detect if the URL does not exist or cannot be found on any tracked sessions. Warning message or error state: PX should display a clear visual warning such as:“The URL entered appears invalid or has no associated user sessions. Please verify.” Optional notification or proactive alerts: Email or in‑app notification when URLs used in active engagements have had 0 occurrences over a defined period. Automated suggestion to update or review affected engagements. Reporting enhancement: A view or dashboard that shows which active engagements are referencing URLs that may no longer exist. Value to Users and Admins:Prevents engagements from silently failing. Ensures better targeting accuracy and reduces missed opportunities for user insights. Improves NPS response volume by ensuring surveys trigger where intended. Reduces admin overhead from manually validating URLs. Provides greater confidence and reliability when configuring PX engagements in environments with rapidly changing URLs.Business Impact:This enhancement will directly support teams who rely on PX for critical feedback mechanisms (e.g., NPS, CES, surveys, product onboarding), and it mitigates risks associated with URL‑dependent engagement triggers—particularly for fast‑moving products with dynamic page structures.

0
ariveral
Forum|Forum|4 days ago

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