Some of our users would like the ability to download the information available in the “My Portfolio” section of Gainsight Home. Adding in from the related idea by j2001797My Portfolio widget has limitations on filtering multiple columns, having the ability to export to have additional filtering options would help with a book of business with many customers.
Currently Cheat Sheet only scans through Timeline entries. However a lot of customer feedback / sentiment lies in Surveys, NPS. Here are the areas Horizon AI should scan and add to cheat sheetNPS and survey responses CTA & Success Plans Open Opportunities
Hello Team, I am working on merging and cleaning up tags. I noticed that if I have 2 tags and they are on the same page in the admin panel I can merge them- no problem. If I select one tag on one page and have to go to another page to select the second tag to merge- the system doesn’t ‘remember’ the first tag I selected.I think the action of changing the page de-selects the first tag. Thank you, Sara
Sometimes our large events target multiple personas, e.g. developers, admin, it would be helpful to allow multiple event type tags
We’re currently working a multistep survey program, which includes reminder emails & evaluate steps for generating CTAs based on a client’s response. Given the number of reminder emails & steps (split into two branches after participants are loaded), this leads to 6 evaluate steps and 12 ‘Create CTA’ steps that are identical in terms of criteria/filtering.For situations like this, it would be great to have the option to clone the first Evaluate & Create CTA steps so that we aren’t having to set the same criteria 6-12 times. Having this option would cut down. on build time and streamline the development process.
There is no way to format a table for 100% width (or any specific width). Trying to insert “style="width:100%” doesn’t work.
Hi all, As it stands today, when closing CTAs by CTA ID, the status of the CTA is closed under the default Close Status as it is configured within Admin > Calls To Action > Status. As an enhancement request, could users be able to select a CTA Status of their preference, even when closing CTAs by CTA ID within the Rules Engine? Are there any technical limitations that would prevent this? Thanks! Josh
There are situations when user press likes to his/hers own posts and this is the way to earn points and get positions in the leaderboard as well. What I can do at the momentAs a admin I can lower the points to given likes but if user is hard-working, user can still earn points a lot As a admin I can add update the House of Rules and give warning to the user who behaves against the rules. But when giving warning or a small note, likes still remain there Options I would like to use in the futureDepending the use case, I would like to use one or several options from this list:As a admin/mod, using Control I can disable likes from certain user. Meaning that user cant press new likes any more As a admin/more, using Control I can reset pressed likes counter from certain user. Meaning that user stats are updated, there are no points any more about pressed likes As a admin/mod I can remove likes from post, pressed by certain user. Meaning that other likes remains thereThere is a discussion on this topic at least here: AdditionallyThere are situations where I start discussion, or I publish article, I wish I can disable likes from that topic and that topic only. Meaning that users cant like opening post and/or comments. I dont have example for this but this is good option to have still. EDIT: If those are too complicated to build, please disable option to like own posts.
The alt text features within the platform need massive improvements.My first request: Add an alt text option for event images. I need a work around for this asap. I’m working on an event educating folks on how to create inclusive content with alt text, and some of our speakers are visually impaired. It’s very embarrassing to promote an event on alt text, when I’m not actually using alt text.Second request: Create an option to add the alt text without having to use the code section (the platform often strips my code which is realllly frustrating if I’ve forgotten to save)Many industries are required by law to have alt text included. Accessibility in general should be a priority, not an afterthought. Please make this a priority! cc: @olimarrio @valerie.molina @kathleenkenny23
As far as I can tell, there are not API operations for adding a user to a group or removing a user from a group. (There are webhooks events, but not the operations to drive the actions)
currently you can only use the category title as a variable in the subject line. I’d like to have the option of using {topic_title} in the subject line like you can do with most of the other system emails related to topics. Benefits of using just category (current state): Email systems will thread emails with the same subject (“New post in {category_title}”). Many communities may prefer this to cut down of email volume. Benefits of using {topic_title}: I’m more likely to click into an email for a subject that interests me / fits my expertise I’m less likely to bulk delete X messages rolled up into a group thread in gmailI think there are good reasons for each approach, I’d like to have the option for either.
Right now, the existing integrations in CE and CC will write information to Gainsight CS. When will the integrations be bi-directional, to get customer/user data to flow into CE and CC?I believe there are current workarounds but this isn’t documented anywhere When will the integrations be able to work without the workarounds?
Need the ability to be able to post a topic in several subforums. We would like to seperate our community out into separate product subforums. Some posts will be spanning several topics and woudl like for the posts to show up on each of the relevant subforums. Some thoughts to make it happen:When making a topic, have the ability to use a check box style to select as many subforums as possible On the home page under recent activity, instead of spamming it with a a post per subforum post. Have it say for example {username} asked in {insert forum1 name} and {insert forum2 name)
Hello and (nearly) happy new year!An idea - can we get an auto save functionality? A couple of our community’s super users have ‘lost’ their posts because there was a tech issue their end so their beautifully written words and well crafted replies were lost, meaning they had to start again.And when someone loses their whole post, their second attempt is tinged with frustration, alas.Can we explore adding auto saves to posts?
I am looking to send an email to a select group of members (just over 100 members that do not have anything in common). I do not want to create a custom role and I am unable to add individual members to a segment. Is it possible to have the ability to import users in bulk to create a segment or at least have the ability similar to how we add usernames separated by a comma to award a badge? Ideally, there would also not be a limit on the number of usernames we can add.
From Customer: Looking for the option to report on the field “ Email Subject” in the Email Log v2 object. Typically, CSM’s will use Email Templates, but we would like the ability to validate when a template isn’t used.
Why don’t you implement the show percentage option or let the chart to show the percentage automatically just like pie chart
Today, once a CTA has been created as a Company CTA, you cannot add a Relationship to it, even if that CTA Type is available for that particular relationship.This means, that as a user, if you created a CTA and forgot that step, or you want to retro-actively add it due to a new workflow, you would have to delete that original CTA and create a new one. This is not idea, because 1) that is an obscene amount of extra work to add a value to a field 2) You would lose out on the original metadata including, but not limited to - the original CTA created date, original due date, task completed dates, etc. If I have an already created CTA, the OOB Relationship field should be editable as long as that CTA type is available for that Relationship type. Even creating secondary, duplicate lookups is a waste of time because then you have two places to enter in the same data and it gets to be a confusing mess. The fact that we cannot change this makes for a poor use experience and a very inflexible design that doesn’t allow for admins to cater to complex and/or evolving business needs.
In the Create CTA layout, Custom CTA fields are buried beneath an “Add More Details” link that obscures what may be crucial fields we want end users to populate. End Users are forgetting to populate them because they are not immediately visible. All fields should be visible by default when creating a CTA, preferably in amongst the fields above the CTA Comments. Users can choose BONUS POINTS: It would be great if admins had more control over the Create CTA layout and could rearrange the fields the way we want them.
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