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Ability to select Timline Activity Type when logging to Timeline via Gainsight Assist

Related products:CS Timeline & Activity Tracking

katie_b

Our CS team is LOVING the new Gainsight Assist Chrome Extension, but we have 1 major request that would take it to the next level. Currently, all emails Logged to Timeline show up as an ‘Email’ activity type. In most cases this may make sense, but we have a few situations where we’d like to be able to select the activity type the email should be logged to.

One specific example is our team’s focus on Strategic Engagements with their customers. Currently, if they have a strategic conversation they are sending a follow up/recap email via Gainsight Assist that is being logged as an email. To ‘get credit’ and accurately report on our strategic engagements, they are then copy/pasting the recap into a new Strategic Engagement timeline activity and logging that via Global Timeline or the C360. It would save a lot of time if while sending their recap email they could select a drop down to log the recap as a strategic engagement instead of a generic email.

23 replies

jean.nairon
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  • Expert ⭐️
  • 421 replies
  • August 6, 2020

Love it. That’s a great product idea!

 

+1 from me. 


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • August 6, 2020

Thanks. @katie_b  @jean.nairon for your inputs. We have plan to introduce the activity type in upcoming roadmap. I will keep you posted once it is available.

 


Erseburse
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  • Contributor ⭐️⭐️⭐️⭐️
  • 36 replies
  • April 10, 2021

@chethana  this is exactly what we are looking for here! Not all emails should be considered “email” activity type. Would be more useful to be able to categorize it as any activity type. 
 

needing to change the category after the fact defeats the purpose of the “ease” this great feature offers.
 

Any update on when this will make its way? Thanks!


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • April 27, 2021

Hello @Erseburse 
We have this planned as part of medium term roadmap,I will update on ETA .


Erseburse
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  • Contributor ⭐️⭐️⭐️⭐️
  • 36 replies
  • April 28, 2021

@chethana  - looking forward to it!


Erseburse
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  • Contributor ⭐️⭐️⭐️⭐️
  • 36 replies
  • July 22, 2021

@chethana  - I just had a CSM reach out to me on this and thought I would check in to see if any decisions have been made on ETA?


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • July 23, 2021

Hello @Erseburse 

I don’t have ETA yet, i will definitely share once i have that info.


  • Contributor ⭐️
  • 1 reply
  • September 14, 2021

We rolled out GS NXT in July, still very much working on CSM adoption. This issue has been called out as a blocker to daily use. Much communication occurs via email at this point of remote workers. I am very much interested in knowing the ETA for this planned GS Assist enhancement (select your activity type after selecting account) or Gainsight feature that allows user to edit the activity type of an email posted to timeline. Thanks!


danny_hallgren
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  • Gainsight Employee ⭐️
  • 13 replies
  • January 28, 2022

This enhancement idea would deliver a HUGE efficiency gain for many CSMs who use Gainsight Email Assist by removing redundancy of sending the email assist, then having to navigate into the 360 imeline to update the email type.

 

Can we get a status update on here regarding this great idea, please?


  • Contributor ⭐️
  • 1 reply
  • January 28, 2022

This would be an amazing time saver. Our team would love to have this feature! 
@satyajeet  


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • January 31, 2022

@sriram pasupathi can we share anything latest for this idea?


  • 0 replies
  • April 20, 2022

@sriram pasupathi Hi There! Any update on when this might make it into the product roadmap? 


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  • Contributor ⭐️⭐️⭐️⭐️
  • 32 replies
  • May 12, 2022

Yes please @sriram pasupathi an update would be great.  This is an important request for our team!!

 


duncan.young
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  • Contributor ⭐️⭐️⭐️
  • 24 replies
  • May 25, 2022

Any update on this feature for the Outlook version? This would be game changing.


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  • Contributor ⭐️
  • 2 replies
  • August 25, 2023

Any update on this? Looks like we’re 3+ years running on the “medium roadmap”. Having the same drop down menu for activity type when using Gainsight Assist would be critical for our CSM’s.


austin_hendrix
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  • Contributor ⭐️⭐️⭐️
  • 12 replies
  • August 29, 2023

Big +1 to the comment above from bhutchison. Our CSM leadership team is very eager to get this implemented so that we save our CSMs time and can accurately track types of activities across our customers. 


arunabhat
  • Gainsight Employee ⭐️
  • 29 replies
  • August 30, 2023

This is on our Q4 roadmap. 

cc @anirbandutta @Abinash @Sowmya @manu_mittal 


austin_hendrix
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  • Contributor ⭐️⭐️⭐️
  • 12 replies
  • October 30, 2023

Hey @arunabhat -- we have some work planned for this quarter that is contingent on this feature roll out. Can you confirm if this is still on track to be delivered? I want to ensure I am setting appropriate expectations with our leaders! 


Abinash
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  • Gainsight Employee ⭐️
  • 18 replies
  • October 31, 2023

This is still part of the Q4 plan, delivery timeline will depend on the effort involved. Estimation efforts are still work in progress. Will update here once the timelines are frozen.


heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 955 replies
  • November 9, 2023

Any updates here?  Our ELT is also requesting this to streamline their tracking of customer interactions.

Also, @anirbandutta seems like these might be similar?
 

 


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • November 10, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • November 10, 2023

Thanks Heather. Just merged the ideas.

Definitely on the table but things didn't crystallize any more from the last update.


travis_floyd
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  • Contributor ⭐️⭐️⭐️⭐️
  • 39 replies
  • February 5, 2024

This idea has nearly 70 votes, and has been around for over 3 years!  Is this ever going to see any attention?!


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