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    Allow for groups to be archived/unarchivedOpen

    We utilize groups for a lot of things and I’d love to have a way to be able to archive/unarchive a group once a group is no longer needed while still retaining the valuable content in that group should it want to be referenced or resurrected later. You can think of this being similar to how a channel can be archived in Slack.This would do a couple things:it would remove the group from the overall groups list in Destination it would move the group from the main list in Control to some sort of archive list or grouping or indicate the group as archived vs. active it would retain the topics in that group should someone want to reference and also could automatically remove the members that were part of the group and notify them that it has been archived.Some examples for us:we use groups for betas. At the end of the beta, we’d like to be able to archive the group so it no longer appears in our list of groups while still retaining the topics created in that group for reference by our product team should it be needed. Today we have to instead move a bunch of topics to a hidden category, then delete the group and this is all manual work. we may create a group, then find out that it’s not delivering the expected value (e.g. a group for a city/region). It may be helpful to get it off the site, remove and notify the members, and retain the content should the group want to be resurrected again in the futureI’d see this applying to any group type - public, private, or hidden.

    bradybluhm
    bradybluhmGainsight Employee ⭐️⭐️

    Simple Journeys access at CSM LevelReleased

     As a CSM / CS Leader, I want access to the new Simple Journeys feature for my book of business so that I can more easily communicate with my entire book of Customers. RequirementsAccess would need to be limited to only the Companies and Contacts to which a user is associated as their [(CSM) - (CS Leader) - (AM - Sales) - (PM - Product)] Tokenized email capabilities (JO Simple Programs, essentially) Reporting interface accessible at a user level Opens  Click throughs Bounces Check box field at a Contact level that designates a contact as Do Not Contact using mass communications. GS Admin ability to enable or disable the feature in the instance, by segment, by user type. Potential use case of only CS Leaders having access to the tool in an organization. 2.0:  Ability to schedule recurring templates as a user for my customers. Use case: Usage reporting based on customer’s needs and priorities; better usage report = better visibility and better usage over time. ContextCurrently, Simple Journeys is only available for certain admin level roles within Gainsight. A CSM has to be an effective communicator. Currently, I have to manage all of my customer communication at a 1:1 level using Gmail/Outlook I can use GS templates but it is still incredibly manual and tedious and all done outside of Gainsight. The goal of this feature is to truly make Gainsight the software users live out of to empower their customers. Use Cases CSM Send content and communication out to my customers en masse; allowing me to share product insights, best practice content, and other important information to established personas and contacts efficiently across my customer base. Greatly improve both CSM efficiency and efficacy as they increase their ability to communicate and connect with customers. Include reporting capability into the body of the templates and CSMs could easily create a custom usage dashboard for  CS Leader Regional communications about key initiatives, product updates, important/urgent company level comms. Particularly useful if CS Directors play a largely customer facing role (attending EBRs and other meetings, managing escalated risks, etc.) as it can keep them as a more regular face in the relationship. Thought Leadership communication with any customers of a certain type chosen with filterable fields. Renewal Sales Send reports / tables that house usage or renewal information to my customers with a renewal within xx amount of days; more easily automate this process Filter existing customers and contacts to a particular Product, use case, persona type, willingness for advocacy, etc. to find a connection for a potential prospect. Product Manager ​​​​​​​Filter existing customers and contacts to a particular Product, use case, persona type, willingness for advocacy, etc. to reach out to as a potential beta tester of a feature, and do so en masse. Problems Improved/SolvedImprove CSM efficacy by allowing them to think of and execute on how to to better help their customers at scale. Encourage frontline team members to create effective content that can be templatized and used at scale.  Gather campaign data to determine which templates are working most effectively, allowing continued iteration on journeys and workflows to improve the customer experience. Contact cleanliness and management will happen naturally as a result of teammates communication efforts. The proper gathering of personas and needed contacts at a customer will be prioritized because it will be in view regularly.  Possible PX integration to insert a pop-up for my customers into the product as a CSM.

    Drew C.
    Drew C.Helper ⭐️

    Exports and Date Formatting Problems with ExcelReleased

    Excel doesn’t like dates in analytics exports because they are in DD-MM-YYYY format (because, Europe 😎 ). This breaks Excel’s automatic date format recognition for US region customers (and others who use MM-DD-YYYY). Day numbers greater than 12 are displayed as text/general and aren’t properly sortable. This is massively frustrating! For example, there's no way to distinguish between January 8th or August 1st (01-08-2018 vs 08-01-2018). Fortunately, there is an ISO standard for this, https://en.wikipedia.org/wiki/ISO_8601. Unfortunately, Excel doesn’t really like it when using the letter T for concatenating the Date and Time. From what I can find, the generally accepted universal format to use for CSV exports is noted in this stack overflow thread: https://stackoverflow.com/questions/804118/best-timestamp-format-for-csv-excel YYYY-MM-DD hh🇲🇲ss 👈🏻 Edit: Please fix the emojification problem Relevant XKCD: https://xkcd.com/1179/ Ideally, making this change won't have much impact on current users because leading with a four-digit year is what most date parsing tools expect to see anyway. I’ve attached a CSV I used for testing. The date used is October 25, 2018. The “Europe2” example uses October 3, 2018. Here’s what Excel displays for me (US Region Settings): In the interim, I can swap text around using Numbers on my Mac and re-export the CSV. This is in US format. =CONCATENATE(MID(P2,4,2),"-",LEFT(P2,2),RIGHT(P2,14)) This matches the recommended format above and doesn't add text to blank cells: =IF(L2="","",CONCATENATE(MID(L2,7,4),"-",MID(L2,4,2),"-",LEFT(L2,2),RIGHT(L2,9))) I'm going to have to write a script to do it for me.