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    Idea Pipeline

    5681 Ideas

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    PollySimsContributor ⭐️

    Default to logged-in user for Timeline task ownershipNew Idea

    It would be amazing if the tasks generated from the AI Followup in Timeline could be defaulted to the logged-in user or another named role. We love that we can create tasks from the followup items but for each one the user has to add themselves as the task owner (its default owner is blank). Most of the time the person sorting through the list of followups from a meeting would be the person owning the tasks, so if makes sense (for our use case) that all tasks default to that user and they can set other users as task owners if needed.Thanks!

    0
    P
    Forum|Forum|16 hours ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Would be great if we had Dynamic Content functionality for emailsParked

    Has Gainsight considered the use-case for dynamic content over variants? There are some instances where it would be great to be able to have blocks of content that change within an email, where everything else stays the same. Dynamic content blocks could be referenced multiple times across many email templates.For example - the footer is localized for regional addresses. The same block would be used across all emails, and only need to be built with filters that are defined once. Instead, I have to create many duplicates of a variant, add the filters to each variant, even if all of the other content remains the same, it’s very inefficient. Given the restraint on the number of variants currently supported, I’ll run out quickly when I have both content and footer changes to account for regions and languages. 

    32
    dayn.johnson
    Forum|Forum|17 hours ago
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    charlotte.lavioletteContributor ⭐️⭐️

    Option to remove attachments on Emails - Gainsight Email assistNew Idea

    I have run into scenarios where I need to log an email through gainsight assist but because of the files attached that are images on an email signature that are too large I can’t log the email. I have to forward the email to myself and remove the file attachments to log the email.Can we have an option to remove files? I know there is a ask for letting large files through, but what about just allowing us to remove the files or certain files? Can that be an option?

    0
    C
    Forum|Forum|17 hours ago
    E
    EBrozioContributor ⭐️

    Customizable navigation bar with dropdown for external linksOpen

    Hi,We're currently implementing Gainsight Communities and would love the ability to create a dropdown menu in the navigation bar for quick access to external resources like our partner portal, blog, etc.Right now, it seems that adding a dropdown with external links requires building a fully custom HTML menu, which doesn't dynamically adjust if we make changes to the community structure. This limitation makes it less flexible and harder to maintain.It would be great to have more user-friendly options to customize the navigation menu, especially with a simple dropdown for external links that can adapt to structural changes in the community.Thanks for considering this enhancement!

    8
    dawn.wayland
    Forum|Forum|19 hours ago
    Tanja
    TanjaHelper ⭐️

    Export data from one specific topicClosed (Won't Do)

    Hi all, I would be nice to be able to export an excel from one specific topic. By this i mean: List of all replies from one specific topic and see: who wrote what (name, mail address, customer number, reaction, rank) Why do i want this? For example: I have a topic on my community were people can apply for something. I want to have a list in excel so i can e-mail al of them And now i have to make a list manually and check over 100 accounts to get their mail address Takes a lot of time!

    4
    Aleksandra
    Forum|Forum|21 hours ago
    R
    ronaldContributor ⭐️

    Conditional statements in Journey Email BodyParked

    Is there a way to include conditional values/statements in body of the email journeys? As in if certain data points exist, then insert Y statement, and if another data point exists, then insert Z statement?Wanting to adjust a few lines of content in the same journey for each recipient based on a few parameters -- like does the recipient have Y trait, or do they have Y+Z trait

    6
    CC Admin
    Forum|Forum|22 hours ago
    S
    sainaveenGainsight Employee ⭐️

    Linked object doesn't populate Relationship GSID on CTANew Idea

    If the CTA belongs to a Success Plan at the relationship level, and the Relationship GSID is not automatically populated in the linked object.When configuring a linked object, the Admin can select a lookup field from the linked object, and this selection is intentionally restricted to Company-level fields.The selected lookup is used to establish the relationship between the CTA and the linked object, and Cockpit auto-populates this field during creation.Other fields are not populated because the current design does not support auto-population beyond the chosen lookup.Please enhance this to get the ability to select the relationship level field to get this auto populated in the linked object.   ​@AshutoshSingh

    1
    alizee
    Forum|Forum|1 day ago
    mlevota
    mlevotaContributor ⭐️⭐️

    Automaticly notify author when topic is published with AI Moderation Agent onNew Idea

    It is mentioned that by default, posts are moderated without user notifications and that our community team can notify authors via the Notify Authors button in the Control… but it does not do the same for when a post is approved and posted. Would love a way  to automatically notify the author when their post is approved and published with the AI Moderation Agent turned on

    1
    revote
    Forum|Forum|1 day ago
    emiller
    emillerHelper ⭐️

    Fill in Contact/Account in Community-to-CaseNew Idea

    I have been testing the Community-to-case feature in the CC Salesforce integration as a potential workflow for routing community questions internally, and I discovered that after the case is created, the integration does not fill in the customer contact & account from Salesforce even if the community user is linked to a contact.  I verified with support that this is “working as designed.”  I get that there may be instances when the wrong contact is matched, but the amount of extra work required to manually add the contact after the fact makes this feature far less useful. Please consider at least adding an option to the integration settings to let customers decide whether or not they want to associate the contact to the case.

    0
    emiller
    Forum|Forum|1 day ago
    bradley
    bradleyExpert ⭐️

    Whitespace Expansion is for Sales, not Design!Discovery

     I’m not sure if this is a recent change and it seems that it is, but even if not what possible reason is there to clip the rule names and then have all this blank space next to it? I use a wide monitor, but this is a window taking up only half my screen. It looks the same on my smaller laptop. This is not a screen resolution problem, this is a design problem.This kind of design does not seem to indicate the users experience is considered at any point, but instead some arbitrary aesthetic. @ophirsw I know you’ve seen my various posts on whitespace and I’m sure are thrilled to see another :) I don’t search these things out and I’m not particularly jazzed about writing these but it seems that this issue of gratuitous whitespace at the expense of product usability seems to keep happening. Is there a better way we can communicate how inconvenient these changes are? Is there some other method we can employ that will have a substantive impact on the way these changes are considered to better take the user into account before implementing? Not trying to be dramatic, but more and more screens we jump to are getting increasingly irritating to use. Thanks :)

    33
    dcassidy
    Forum|Forum|1 day ago
    F
    flangsamCommvaultContributor ⭐️

    Additonal Row for C360 Tab ScrollingNew Idea

    On C360 we tend to use a lot of different tabs where the scrolling from left to right (multiple clicking) becomes tedious even though theres a 3 button option to see all and scroll down. The request is to add an additional row on C360 for the tab list to have a more overall view of all tabs on one page or as much as possible. 20-30+ Tabs but would like it a singular view or condensed view to see all tabs available for 2 or multiple rows of C360 tabs stacked on each other. 

    0
    F
    Forum|Forum|1 day ago
    AndrewK
    AndrewKContributor ⭐️⭐️

    Some legitimate CSS properties are not recognized by the community platformNew Idea

    Hi all,I noticed several CSS properties are not recognized by the custom CSS interface and result in an error that prevents publishing.So far, I’ve found the following unrecognized properties:aspect-ratio gap row-gap webkit is also not recognized Idea:Instead of preventing publishing how about a warning with the option to “Publish Anyway” Thanks!

    0
    AndrewK
    Forum|Forum|1 day ago
    S
    stacynContributor ⭐️

    Mass Approve/Validate CTA EmailsNew Idea

    The ability to mass approve CTA emails is a feature that would be instrumental for our CSMs. Can there be a way to select all/multiple validate email tasks and approve for sending en mass through cockpit?

    0
    S
    Forum|Forum|1 day ago
    S
    stacynContributor ⭐️

    Token Access to a User Managed Email SignatureNew Idea

    We strive for customer communication consistency no matter the place an email originated. It’s a big miss that Gainsight CS doesn’t natively have a way for users to manage/import email signatures to match exact styling format as seen in Outlook/etc. If there could be a way for the CSM to manage email signatures in there user profile that would great! Then give Admins the ability to access that field as a token mapped in email templates.

    0
    S
    Forum|Forum|1 day ago
    S
    stacynContributor ⭐️

    Exit Participant from Program-Triggered CTA in CockpitNew Idea

    When a CTA is fired off from a JO Program step, the CSM could have the ability to knock off that participant through the CTA/Task view in Cockpit should that participant no longer need to continue on in program journey. This is a functionality they were previously used to having in ChurnZero.

    0
    S
    Forum|Forum|1 day ago
    S
    stacynContributor ⭐️

    Manually Enter Participant to ProgramNew Idea

    It would be great to have the ability for a CSM to manually enter a participant into a program regardless of audience configuration trigger. This is a functionality they were previously utilizing with ChurnZero.

    0
    S
    Forum|Forum|1 day ago
    S
    stacynContributor ⭐️

    Track & Action on Email Replies from JO Element OutcomeNew Idea

    The ability to track email replies is a necessity for us to efficiently run our Growth CSM side of the business. I noticed this idea came up in the community over 7 years ago and I still don’t see an update from Gainsight team. Outside of open/click rates, is there a plan to add the ability to track if an email was replied to? So we can take action off of that reply ouctome from the email element within a JO step.

    0
    S
    Forum|Forum|1 day ago
    wpatterson
    wpattersonContributor ⭐️

    Inject AI “Cheat Sheet” context directly into CTAs and Playbook Step text (dynamic field)New Idea

    Gainsight AI (ex: AI Cheat Sheet) can summarize useful customer context (timeline highlights, NPS/CSAT, open cases, key activities, etc.), but CTAs and Playbooks don’t currently have a way to pull this information in. In practice, that adds admin time and increases the chance that the CTA is completed without the right prep.Feature requestEnable CTAs and Playbooks to reference and display an AI-generated summary inside: CTA description/body Playbook step text (Optional) a “Context” panel on the CTA itself Ideally this would be a dynamic token/field, for example: {{AI_CHEAT_SHEET_SUMMARY}} Or a configurable “Insert AI Summary” option that injects the latest summary at CTA creation time, and optionally refreshes on open. Why it matters / Impact Reduces “research time” per CTA (especially exception-based CTAs like cadence calls, renewals, risk follow-ups) Improves quality and consistency of outreach because the relevant context is right in front of the CSM Less CTA fatigue and fewer missed details

    1
    nick.anagnost
    Forum|Forum|1 day ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Allow associate to Relationship/Company in Timeline for Success Plan ActivitiesNew Idea

    We have a need to collaborate on Success Plans were multiple users are completing work and want visibility into the progress against CTAs and Timeline Activities.  Those Timeline Activities should be visible on multiple Relationships / Companies, but according to ticket 308212, if a Timeline activity is created on the Success Plan, it can only be associated to CTAs by design.  Please address this product gap.

    2
    Chelsea.holfield
    Forum|Forum|1 day ago
    Samuel Meek
    Samuel MeekContributor ⭐️⭐️

    Clickable images?Open

    Good morning! With other versions of community software I have managed, it was possible to post an image that would also double-up as a clickable hyperlink to another page; so for example, the BB Code would be: [ url=websiteexample.com][ imageexample][ /url] Of course, when you click on an image using the InSided software, this creates a full-size image view pop-up, so I understand why this wouldn't work, but it would be a 'nice to have' feature if there was a why to do this? Thanks, Sam

    10
    danielwal_coco
    Forum|Forum|1 day ago
    M
    Miguel V.Contributor ⭐️⭐️

    Show number of sessions on Audience DashboardParked

    Hi everyone, To improve audience dashboard indicators, I leave my suggestion to include the number of sessions, with the numbers of unique visitors and page views.The number of sessions is very important to understand the flow of the channel. The sessions indicator would look like it already exists in google analytics. Thanks :)

    2
    Aleksandra
    Forum|Forum|2 days ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Fix currency field display name in Add a recordNew Idea

    Hi all,In multi currency tenants with custom objects, when we add a record, we have the ability to pick the currency. By default, the currency in the dropdown is the corporate currency. In our case, USD. Currency fields in the add record screen get a (USD) appended to the field label, per the below.  When we change the currency to something else so it matches what the record currency should be, this is what happens: The Currency field ‘Delivered Amount’ still displays (USD) between brackets even though we picked ZAR as the currency. This is causing confusion among our users who are wondering what they need to enter in that field as this choice of field label clearly suggests they should enter the USD amount. This is BAD UX. When we look at our record though, we recorded 50000 ZAR without problem by entering “50000” in the ‘Delivered Amount (USD)’ field.  This needs to be reconsidered. Thanks

    0
    alizee
    Forum|Forum|2 days ago
    Daniele Cmty
    Daniele CmtyHelper ⭐️⭐️

    Ability to automatically add an "old content" warning banner for topics that are more than X months oldNew Idea

    Hi there, following this discussionI am also submitting this as an idea. in our B2B / Customer Success Community we organise a thorough Community Cleanup every spring, with several steps.For content older >6 months: Check if the content/answer is up-to-date, and add a follow-up if something changedThe above point is very tedious and involves a lot of manual work. As our Community and its content grow, we’re not sure how to tackle this.Either we keep on checking every single topic and make sure old content is up-to-date (what we’ve been doing)Another option that we may consider in the future is to kind of “dismiss” old topics and/or add a label/disclaimer that it may be out of date, (when i say content i mean mostly User-generated Questions)→ which would save a lot of work. If a user wants to ask that question again, they can ask a new topic or more simply just follow up in a comment to check if anything changed.For example, the Guardian has this feature:Basically, by putting this warning they can free themselves from liability, they don’t have to update the content anymore and the reader knows that the content could  be outdated.   Re: my idea: I am flexible on how it will be approached.This could happen either automatically or even in bulk.To think sideways, even just the option to set any kind of “label”, “note”, “callout” or “warning” in bulk, either automatically or by multi-select, would do the job for this idea.Let me know if you have any follow-up questions!

    7
    A
    Forum|Forum|2 days ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Set a date (and user) for content reviewOpen

    Content sometimes needs to be reviewed after a set time. This can have several reasons: At the time of publishing a piece of content (article, comment) some information isn’t available yet but it is clear the information will be available on a certain date The piece of content is published using information that will be outdated on a certain date (e.g. announcements) The piece of content contains media (e.g. images, videos) that have limited usage rights (e.g. image rights are bought for one year, after that the license expires) other reasons In order to not miss any of these events and to always keep the content up to date, we propose a new function. We would like to be able to schedule a content review on any piece of content that is published in the community. This function includes options to set a date and time and a text field (and preferably also an option to assign it to a moderator/admin). At the given time, the assigned user (or every moderator/admin) gets a notification (e.g. email, private message, system message in the Control Panel) that alerts the user of the task and the URL. This way it will be easier to stay on top of keeping content up to date, no matter if it is regarding updated information, outdated information, expired licenses or for other reasons. 

    3
    M
    Forum|Forum|2 days ago
    revote
    revoteVIP ⭐️⭐️⭐️⭐️⭐️

    Product Updates feature and custom URLOpen

    What: I wish that when using Product Updates feature we can customize the Product Update homepage and it´s URL.Example:Current URL https://community.com/product-updates/ URL in the future https://community.com/blog Or maybe https://community.com/communityblog Or something elseWhy: Insided doesn´t have own category and look & feel for the blogs. Because of that there is option to use Product Update feature for blogging. It isn´t the best solution but works pretty ok. When using Product Updates feature the URL is static, no matter how you use the feature.Our blogs are related to our products of course but there are other content as well so this https://community.com/product-updates/ URL is confusing for the people when using this feature for blogging.Also, our community isn´t in English so this static URL in English is even more confusing. 

    5
    M
    Forum|Forum|2 days ago

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