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    Idea Pipeline

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    6164 Ideas

    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Allow for Survey Elements on User Object ProgramsNew Idea

    We use JO programs to communicate with our internal users--which includes both our employees but also partners who use Gainsight to support our customers. We also use JO programs to survey our internal users--for example, on their feedback using GS, working with the CS Ops/Admin team, how we can better support internal enablement, and so on.  Unfortunately we are not able to use a survey element on the user object JO programs. This means we cannot trigger a follow-up email if they haven’t responded, or a thank you email if they have responded. By only having the email element available to us on the user object, we are only able to trigger these program outcomes based on whether they click the link or not.  Please add the survey element to user object JO programs! It seems like an easy change that would add value to us (and I’m sure many other customers). 

    3
    heather_hansen
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    achamariaGainsight Employee ⭐️

    Capture Daily snapshots from Account Scorecard History objectNew Idea

    It would be really convenient to have daily snapshots along with weekly and monthly snapshots.

    3
    mobrien14
    Forum|Forum|2 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Be able to set to the order of Actions, regardless when created or which branchDiscovery

    It would be great to be able to set the order of actions, regardless of when it was added or what branch. Sometimes you need to alter action after you created but would want one to run first. Ordering regardless of branch is available in Bionic rules, but you can’t reorder so it would be a nice feature to have moving forward

    6
    kstim
    Forum|Forum|2 years ago
    Rebecca'sExplorer ⭐️

    bulk editingNew Idea

    It would be much more efficient for us to be able to bulk edit settings for multiple courses, people and groups.  Right now you have to edit settings one by one.

    0
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Remove "Digital Journey" requirement in Permission Bundles to view survey responsesNew Idea

    Took me a while to figure out the right combination of permissions in the new permission bundles config to allow users to view Survey responses via the C360 Survey section without giving them broad access to the Survey module.  In Permission Bundles I set the following permissions:Survey Permissions:  “Analyze” ON Navigation Permissions → Digital Journey: “Survey Preview” ONThis gives me the exactly functionality I need, except it exposes “Digital Journey” in the left hand navigation menu for end users, and when you click on “Digital Journey” you just get an infinite spinning circle:To be clear - I don’t want end users broadly having access to the Survey module directly. There’s no reason for them to be in there, even in view only mode.So I shouldn’t have to expose the “Digital Journey” menu heading in order to grant them the ability to view individual survey responses from the C360.

    4
    dayn.johnson
    Forum|Forum|2 years ago
    katie_b
    katie_bHelper ⭐️

    Move Account CTA to Relationship (and vice versa)New Idea

    Our CSMs use Risk CTAs to track account and relationship level risks. We've implemented a process where our sales team checks an 'At Risk' box in Salesforce that translates into a Risk CTA for our CSMs. Sometimes these are created at the account level, but really only apply to one of the relationships. Is there a way for CSMs to assign/move an existing CTA from an account level CTA to a relationship?

    5
    caitystark
    Forum|Forum|2 years ago
    sam_buddery
    sam_budderyGainsight Employee ⭐️⭐️

    Export Gantt chart to JPG / PNG / PDFNew Idea

    Request to be able to export Success Plan Gantt chart into a local file to be used elsewhere. Similar to People Maps export

    8
    john_apple
    Forum|Forum|2 years ago
    juan.delrio
    juan.delrioHelper ⭐️⭐️⭐️

    Transfer Post and Reply ownership to Admin when Employee leaves companyNew Idea

    From time to time, an employee who has contributed the best answers, posts, and replies leaves the company. If I ban, we keep the poster's name, but if I delete it, it goes to anonymous. This leads to second-guessing whether the answer is valid or the source of the answer.I would like to transfer the author of the post and replies to admin or an employee anonymous account (with a non anonymous name) in order to keep the impression of the validity of the answer intact. 

    0
    juan.delrio
    Forum|Forum|2 years ago
    nick_morris
    nick_morrisContributor ⭐️⭐️

    Allow end users to send emails to segments of customers at scaleNew Idea

    It would be nice to allow end-users to be able to send a message to multiple customer contacts across their book of business. Could be allowing access to segments that the Admin grants permission to.Use cases include sending an update to customers on an upcoming event, or targeting customers based on some data point to receive information particularly relevant to them.  

    4
    kstim
    Forum|Forum|2 years ago
    sfogg1234
    sfogg1234Helper ⭐️

    Support the ability to resume SCORM Activities, when learner exits before completionNew Idea

    Most SCORM files support the ability to resume the lesson if the learner exits before completion. If this is not already a feature in Gainsight CE, then I would like to recommend adding support for resuming activities.

    0
    sfogg1234
    Forum|Forum|2 years ago
    bostonjillian
    bostonjillianContributor ⭐️⭐️

    PX integration with DovetailNew Idea

    As a UX designer, I use PX to validate design decisions. This often means pulling reports and data from PX into our research repository as insights to share with stakeholders. Ex: We ran a sentiment survey with our customers about a feature in our main product. The data helped inform our product teams which direction to pivot the roadmap + engineering resources. It would be awesome if the data could be easily pushed to Dovetail - https://dovetail.com/NPS is another great example, where we could pull in data as insights / snapshots as a part of a research project. 

    0
    bostonjillian
    Forum|Forum|2 years ago
    katie_b
    katie_bHelper ⭐️

    Schedule Send from CTA Email Assist TasksDevelopment

    Our CSMs have requested the ability to schedule an email send from an email assist task in Cockpit. They have this ability via Gainsight Assist since they can schedule sends in gmail, but for tracking purposes there are many emails we prefer they send from cockpit. This is essential to fit our global customer base and show our customers we understand their schedules (even if they don’t always align with our flex working hours). 

    6
    dayn.johnson
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    Lock Activity Type for Scorecard UpdatesNew Idea

    In the past, I’ve struggled with manual scorecard update activities - users always seem to find a way to switch it from the default. This is problematic for a couple of reasons…We rely on that structured and predictable Type data for easy reporting etc Layouts on the Types are purpose-built and may not be compatible with a scorecard update It is easier for the users to NOT have to worry about Type hereUnlike other contexts, flexibility on Type is not required for scorecard updates whenever I’ve set them up. Other people may disagree, but I feel like eliminating the option and having a single Type here makes everyone’s lives easier! PS: We should still also think about allowing for different defaults for the Company vs Relationship level. See:  

    1
    darkknight
    Forum|Forum|2 years ago
    broghanzwack
    broghanzwackContributor ⭐️⭐️⭐️⭐️⭐️

    Set rolling sample sizes for Engagements (ie. 5% per week)New Idea

    Background: We’d like to launch a survey that engages a consistent sample size of users over time (ie. 5% of active users each week). This would give us a better understanding of overall user sentiment than a one-time spike of most users receiving the survey when it’s published, followed by a slower trickle of those who were missed in that initial spike. Problem: PX’s Engagement sampling feature allows us to set a 5% cap on users who can qualify for an Engagement, but it’s a static 5%. If all 5% of users who qualify for the survey see it in the first week, that’s it - nobody else is targeted for that survey. If I wanted to target 5% of users with one survey every week, I’d need to launch the Engagement with a 5% sample size, then increase it to 10% the next week, 15% the next week, and so on. That’s a lot of manual effort required to get a consistent flow of responses. Request: Allow us to set rolling sample sizes for Engagements (ie. 5% of active users each day, or 15% of users each month) in order to maintain consistent sample sizes.Note: Appcues has an NPS Targeting feature that allows you to survey consistent percentages of users each day. This is the behavior we’d like to see in PX. 

    2
    jbrown_gainsight
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    Period-over-period Formula Should Provide Detailed OutputsNew Idea

    This one is a true enhancement request - everything is working properly, but I think it could be better! Currently, when using a period-over-period formula in rules the most frequent use-case is to pull in a full range of timeseries data and apply the PoP formula in a followup Transform task. This adds the final PoP output to the task as a single formula field, which is fine….but…. What if I’d like to “show my work” - either for testing or to surface to end users somewhere? Well, I’d need to isolate the aggregated totals for each time period individually. Example below. ExamplePeriod-over-period calc for a field “Total Clicks” in a daily timeseries dataset. I’d like to see % change on the last 30 days (days 0-30) vs the previous 1 period (days 31-60).Total Clicks (days 0-30): 10Total Clicks (days 31-60): 15PoP Output: -50% In this example, the only data available in the output is the -50% figure. It would be AWESOME if the PoP formula actually output 3 fields here: one total for each of the aggregated “periods”, and the final % output. For multi-period deployments, the number of fields would go up to accommodate the additional periods. This could be an optional config, like a checkbox, so that people who dont want the raw data can elect not to deal with the extra fields. As it stands, those details are only available to me if I go through the extra steps of calculating them on my own - at which point I’m 90% of the way to doing my own PoP calculation using a plain formula anyway.

    1
    dayn.johnson
    Forum|Forum|2 years ago
    kyle_s
    kyle_sContributor ⭐️⭐️⭐️

    Advanced Cron Scheduler in Rule ChainNew Idea

    The ability to schedule bionic rules using cron expressions is very helpful. We primarily use  rule chains and these can only be scheduled up to once a day.

    20
    TMaier
    Forum|Forum|2 years ago
    stefanoboniContributor ⭐️⭐️

    AI cheat sheetNew Idea

    Hi all,I believe it would be beneficial to enable this feature to also read from files attached to timeline entries. Currently, it only works with the text within timeline entries, which have a character limit. This limitation makes it necessary to use attachments for more extensive information.Additionally, the feature currently only looks at data from the past six months. Is there any possibility to extend this to include older data? Ideally, the cheat sheet should provide a comprehensive story about the customer and summarize key points from previous activities.

    0
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Sandbox Labels ImprovementNew Idea

    Love that this is finally released - however, it is dependent on the top toolbar being visible. There are plenty of areas as an admin where that toolbar is not visible and so the sandbox label is not there. E.g. configuring a C360 layout or particular sections within it, editing a Rule Setup. For those who may create a dependency on using this new label, it could create some confusion also. 

    1
    Kartheek
    Forum|Forum|2 years ago
    Emma ClixbyContributor ⭐️

    Auto Generate Cover Image from ContentNew Idea

    We have a wide variety of courses created by different companies. Right now each course has the logo of the course “owner” as the cover image. It would be easier to access materials if instead of clicking through 30+ of the same logo, a thumbnail of the PDFs/Videos showed as a cover image.Doing this manually was not an option- can it be automated?

    0
    Forum|Forum|2 years ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Built-in "Bot Exclusion" FilterNew Idea

    In case anyone else is dealing with inflated engagement metrics, we’ve been working on trying to exclude bot clicks by excluding emails based on first open date/time, latest open date/time, first click date/time, etc.One of the things we’d like to see added to the available data is a “total email links” field that gives the number of links in an email -- that way if the number of clicks equaled the number of total links, we might suspect a bot was behind at least one of those opens.The other thing we’d like to see is some way to toggle a “Bot engagement” filter on/off, since most emails opened/clicked by bots will do so right at the moment the email is sent/received.The difficulty we’re running into is:How do we account for an email that is FIRST opened by a bot (immediately upon inbox receipt), and THEN opened by a human? Yes, some people who live in their inbox--or who see the incoming email notification--do open an email within seconds of its delivery and do click through on a CTA, but that’s also when the security bots open and click.This hasn’t been as much of an issue until only recently, when we saw an email with open/click engagement in the high 80%. When we excluded anything that was opened/clicked within about 10 seconds, those percentages dropped by about 20% -- far more of an increase than we’ve seen previously.

    1
    dayn.johnson
    Forum|Forum|2 years ago
    adam.ballhaussen
    adam.ballhaussenHelper ⭐️

    Allow members to view a Community DirectoryClosed (Duplicate)

    It would be really cool to add a Community Directory to the community so that members can easily find one another. We have an Introduce Yourself thread in our community that acts as a decent directory of members who have posted, but it’s not intuitive to search through and you can’t easily find people by certain criteria. I imagine that the directory would be a page that would allow members to filter a full list of users (default sorted alphabetically by username by all visible User Profile Fields. Maybe as a part of the design you could select on the User Profile Fields which fields you would want to allow members to filter by. Could anyone else benefit from this? We’ve gotten a few requests from community members to be able to easily find others similar to them. I imagine we could fairly easily account for this in our privacy policy to remain transparent.

    12
    KellyBebenek
    Forum|Forum|2 years ago
    juan.delrio
    juan.delrioHelper ⭐️⭐️⭐️

    Use AI to create new custom profile info on subforum postingNew Idea

    Aggregation of a users behavior by collecting subforum titles into custom user profile fields would help target individuals who frequent a topic forum. For example, user x posts in injection repeatedly, indicating a highly interested or focus topic preference.  We can then automatically update user with other posts in same subforum or near it to encourage engagement.   Then make it so I can reward them with points and badges.

    0
    juan.delrio
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Associate Timeline Record to Scorecard MeasureDiscovery

    This idea will admittedly need some thoughtful consideration to be implemented well, but our CSMs (or BPs internally) constantly have to go to the “right” place of Timeline to document or impact something.  There are times when you want to restrict a workflow, but other times where doing so artificially just creates extra work.We would like our users to be able to update/add timeline entries for scorecard measures without having to go into the actual scorecard itself, especially if that Timeline entry is being created as part of another process as well. To be efficient, a CSM cannot really have one call per topic per customer, so often will handle Renewal, Risk, and Outcomes related discussions in a single call if they can. This may result in creating multiple of effectively the same timeline entry - which Associated Records was created to mitigate. Unfortunately, you can’t associate Timeline records to a scorecard measure, which would be very helpful for our teams. This request should be considered in concert with these two requests, and work well with one or both should they be implemented:  

    3
    ChiragJ
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Scorecard Help Text VisibilityDiscovery

    User Story: As an end user, I want to see the help text based on the current score for a measure for manual AND automatic measures so that it’s easier to quickly see what that grade means and is more consistent with my experience across automatic and manual measure types. Currently, you can configure help text for each measure for each scorecard, to give a very brief description of that score “bucket” (see step 6). This is all well and good, but it ONLY shows up for manual measures when the score is being selected. This is has obvious merit, but I don’t understand why it doesn’t show anywhere else.For example, on a mass edit scorecard, when I mouseover the score and I see this I would expect the Help Text to show up here. It does not. Yes, the last comment info does appear but that might have more detail or used for other things. It also doesn’t always make sense to write the same comment every time, when all you want is just a static label.Ask: Please help us make understanding scores and scorecards more user friendly by putting that Help Text in front of users in more places.

    2
    ChiragJ
    Forum|Forum|2 years ago
    mkome521Contributor ⭐️

    Participant Preview in JO after Evaluate branch split should only show applicable particiantsNew Idea

    When splitting out branch criteria followed by an email in the new JO, when I preview one of the emails I expect to ONLY see participants that match the criteria in that branch. It does not make sense to show the admin a preview of ALL participants or not having some indicator that your branch filtering criteria is effectively set up until after you publish. There is too much risk associated with that. 

    1
    saltamash
    Forum|Forum|2 years ago

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