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cmultanen
Helper ⭐️
December 17, 2018
New Idea

Ranking in Rules Engine

Related products:CS Rules Engine
  • December 17, 2018
  • 22 replies
  • 575 views
It would be great if we could rank accounts in the Rules Engine, similar to ranking in Report Builder. For example, ranking accounts so that only X number receives a certain CTA or action. A specific use case would be ranking our top 50 customers by spend to automatically generate CTAs and other field triggers as part of our top 50 customer engagement program.

22 replies

godwin_saldanha
Contributor ⭐️⭐️
April 28, 2021

Hi @rakesh , any updates on this?

hardik_mota
Helper ⭐️
July 29, 2021

Hi @rakesh !

One of my customer was also looking for this feature to limit the number of CTAs created by a rule (ex - 50 a day)? Or is there a data function in Gainsight rule that shows the top x rows? Do we have any ETA?

 My users are only generating a type of retention CTA for customers who are at high risk. Due to the workload limit of our team members, we need to cap the number of this CTA to around 50 a week. Therefore, we need to be able to get the top 50 risk scores. Right now, we plan to pull the data out of Gainsight, calculate the top 50 and then enter that into gainsight back manually.

ccing @saewonpark 

Hardik
jason_metzler
Helper ⭐️⭐️
January 21, 2022

+1 for our org as well. While the method outlined here is awesome, it’s not feasible past a few records. I need top 300. No way I’m doing all those merges.

phani_kumar
Gainsight Employee ⭐️⭐️
May 2, 2022

Hi All.

I came across this use case recently, and I have calculated the Rank through Rules.

Here is the details. 

 

Thanks.

Contributor ⭐️⭐️
November 14, 2023

@rakesh

Any updates on this? 

keith_mattes
Helper ⭐️⭐️
November 15, 2023

We need to use this functioanality to prevent massive email sends to customers and our use case is: 

 

As a Gainsight Admin/Program manager, I ONLY want to send emails to the top “X” number of contacts at a customer in order to prevent potential blacklisting. 

Additionally, being able to send to contacts that have done a “thing” in the last “X” days also would be cool (and configurable by filters) but we are presently unable to limit the results, especially by Account. 

This would go a long way within JO to help prevent spam and excessive emailing to the customer and also decrease load on the system :) 

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
Contributor ⭐️
January 23, 2025

Hi Gainsight team,

Our requirement is to send quarterly NPS survey. The contacts from each company would be distributed in four equal groups. First Quarter, the first group of contacts will get the survey. Second quarter, the second group will get and so on. To achieve the grouping of contacts, we are currently using Excel. If Ranking() or Row number() functionality is made available in Gainsight rules engine or JO query builder, we would be able to automate the process.

spencer_engel
Expert ⭐️
February 5, 2025

We need this so badly! Please reference my Community post here for my use case: 

 

 

Also you can see in this screenshot what I had to do just to rank 5 dates and 5 numbers. If there was a ranking formula, I think I could cut out about 80% of these transformations and merges.

 

 

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
May 19, 2025

​@rakesh Any updates in this becoming a function instead of an obscene amount of transforms and merges? 

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
saltamash
Helper ⭐️⭐️
June 4, 2025

Wild that this 6-year-old post having 50+ upvotes, still has the status as “New Idea” and not “Acknowledged” 

​@revathimenon Can we please get some eyes on this request? The fact that for get such a simple thing we have to create 10 steps as highlighted in Calculating Rank using existed field value in Rules post is mind boggling.