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    Idea Pipeline

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    6164 Ideas

    rozi_shuster
    rozi_shusterContributor ⭐️⭐️⭐️

    JO Automated Outreaches log to TimelineReleased

    Hello!We have a lot of JO operational email programs and CSMs need to work in sync with the automation to manage the accounts. is there any plan or can we open a feature for logging JO outreaches to timeline? maybe add a feature on the JO program a flag we can check to log all emails to timeline? Thanks in advanceRozi 

    25
    vmallya
    Forum|Forum|2 years ago
    concrete_pipeContributor ⭐️⭐️

    Navigation back to Learning PathNew Idea

    In admin view, when you click in a structure of a learning path to view materials and then click the back arrow, the button takes you all the way to the courses menu. This button should go back to the learning path structure menu...or even to the learning path menu...but not all the way to courses. 

    0
    Forum|Forum|2 years ago
    evan.johnsonContributor ⭐️

    Schedule Publish Course/Course UpdateNew Idea

    We’re a software company, and our product updates can come in at different times. I have to make updates to our courses ahead of time (because that’s my job).When it comes to publishing, I have to be online during the time when our product goes live--whenever that may be. It could be at 10 AM or 8 PM. Scheduling a publish would be a great life saver!

    0
    Forum|Forum|2 years ago
    tammy_cContributor ⭐️⭐️⭐️⭐️

    Ability to see associated goals when viewing a CTANew Idea

    When viewing a customer goal, you can see associated CTAs and success plans to that goal and when viewing a success plan, you can see goals that are associated to that success plan. It’s not possible to tell when viewing a CTA which goals are associated to it. It makes for a disjointed process when viewing a CTA. You should be able to see the association from not sides as you can Success Plans and Goals. 

    6
    Belleann
    Forum|Forum|2 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    Auto-Update the subject line with Feedback Type in KC bot.New Idea

    In PX, Currently We have a option to submit the feedback from Knowledge centre Bot. We can submit different feedbacks like, Issue, Feature request, General Feedback, Other.    When we submit the feedback the admin will receive the feedback with the Subject line of Product Feedback. If the user links the KC bot with Zendesk, It will also create a ticket with the subject as Product feedback.     And in the description field issue type will be displayed.   So If we can link this Type of Issue to Subject line, And instead of Product feedback, If we can display the type of the issue directly, It will be really helpful to understand Feedbacks Easily. And this will also help to sort Feedbacks Effectively. Example Subject line would be like this, “General_Feedback: Test”   Thanks, Shireesha.

    3
    j_ditzel
    Forum|Forum|2 years ago
    chad_kocherhans
    chad_kocherhansContributor ⭐️⭐️

    Minimize a View in the Cockpit en masseNew Idea

    When a user loads the GS Cockpit and the View is grouped by company, they have to click the black arrow for each of their accounts in order to collapse them so that they can get to the single account they need in that moment. It’d be much more efficient if there was an easier way, like a 'collapse all' button or even a setting for views that collapses them all upon loading.

    0
    chad_kocherhans
    Forum|Forum|2 years ago
    Saymon
    SaymonContributor ⭐️⭐️

    PII Detection Tool or Regex support in keyword blockerNew Idea

    Hello! I’d like to propose the addition of a PII detection tool within the moderator rules. I think think this would bring Gainsight up to par with other community platforms and it would be super important for large communities as community managers, having this tool would streamline content moderation and protect users’ privacy.Alternatively adding Regex Support in the Keyword Blocker would allow more flexible and sophisticated filtering. With regex, we could block multi-word phrases (e.g., “credit card number”) or define complex patterns (e.g., phone numbers, URLs, or custom formats). It seems like you already support regex for usernames so why not extending it to the keyword blocker as well? 😋 Thank you! 

    1
    dayn.johnson
    Forum|Forum|2 years ago
    daniel.truman
    daniel.trumanHelper ⭐️

    Recommended learning paths and courses based on user behavior and consumptionNew Idea

    It would be helpful to have a feature that recommends learning content based on the user’s course history. Even some basic content associations would be helpful.

    1
    dayn.johnson
    Forum|Forum|2 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Ability to Access All Timeline Activities from within SP and CTANew Idea

    We are heavy users of Timeline and Success Plans, and have a request for the ability to select to view all Timeline activities from within the Timeline section of Success Plans or CTAs.  From the end user perspective, I want to be able to review previous timeline entries as I’m getting ready to track my current activity.  I know it could get noisy, so maybe an option to toggle it on/off. Maybe this would also be a place where “pinning” or “starring” would home in handy. 

    2
    dayn.johnson
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Data Anomalies Email: Allow Inputting EmailNew Idea

    I don’t know if we’re on some old janky version of Data Steward/Data Anomolies Emails, but it appears that you can only select a limited number of users to send the alerts to (presumably just super admins).I can type in an email and save but then when I go back it’s to the last user I selected.This 5 year old post suggests creating a DL which is great but unless the DL is a user that doesn’t help me.  I want to be able to send these to a slack channel with the rest of my failure alerts, and right now I cannot do that.

    2
    bradley
    Forum|Forum|2 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Text questions: Ability to set input restrictionsNew Idea

    Similar to this idea but for survey questions.Use case: we are requesting the respondent to confirm the main contact’s work email address, so it has to contain “@” but can’t contain “@gmail.com”Another use case I can think of is confirming a phone number that we know beforehand it has to have 10 digits. Although we can avoid special characters by setting the Control Type to number, we can’t minimize human error by limiting the number of characters.

    1
    dayn.johnson
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Associated Records: Allow Company and Relationship Cross AssociationNew Idea

    This is admittedly very similar to a couple of other requests that I found, but wanted to make a more generic request on the topic (similar ones below, worth reviewing/voting). User Story: As a CSM, I want the ability to create a Timeline Record at the Company entity level, and associate it at the Relationship entity level for one or more of that Companies relationships (and vice versa), so that I can more effectively manage my documentation across entity levels. Example Use Case: At Company Inc., we use relationships to track projects for our customers. As a CSM for Company Inc., I want to have the ability to log an event that is applicable to my Project Success Plan Objective for the Relationship AND for my Company level Renewal Success Plan Objective without creating it twice. Also, as a CSM, I have no real need to understand the technical entity distinction between Company and Relationship, just how to use them. The fact that it is possible to do this same workflow between Company Success Plan Objectives, or between Relationship Success Plan objectives makes this an even more confusing process and point of friction between myself, the tool and my platform team. While, as an admin, I appreciate the distinction, I am unable to make the platform work better for my users and have to constantly fight the “why does it work like this here but not here?” questions, which is a problem I myself wonder about all the time just from a configuration standpoint on the back end. This type of friction leads to our users complaining to mangers/leaders, not following workflows, and ultimately becomes one in a series of questions execs will ask about why they are using this as a tool.   Related posts  

    2
    dayn.johnson
    Forum|Forum|2 years ago
    daniel.truman
    daniel.trumanHelper ⭐️

    Support for multiple authentication methods in CENew Idea

    It would be useful to have multiple authentication methods available at the same time in a single CE instance. We have a mixed population of learners, some of whom are on our SSO, and some are not, so it would be helpful to have an alternate login path for the non-SSO users within the same instance.

    0
    daniel.truman
    Forum|Forum|2 years ago
    VIjayasailesh KaturiContributor ⭐️

    Ability to create Timeline Activities under CTA through Outlook PluginNew Idea

    Hi Team,At present, we can record timeline activities to C360 and R360 via the Outlook plugin. However, we lack the capability to directly log timeline activities under a CTA through the Outlook plugin. Can you please incorporate this functionality into the product? Regards,Vijayasailesh 

    7
    Forum|Forum|2 years ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    Allow expanded view in Rules EngineNew Idea

    When working in the Rules Engine, it would be lovely if we were able to expand all and keep this expanded view locked when needed. Here’s a use case:I am writing a rule with 16 actions off of a specific set of data.  Each action has a filter.  I needed to go in and update the information on each element of the rule.  I expanded for each instance after 3, updated the item, saved, and then had to expand again.  It would be immensely helpful if we were able to control the view!

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

    Mobile Settings for Images are a thing! Can we get Mobile Settings for Content Blocks too?New Idea

    Just discovered something awesome hiding in the style menu for email images today: the mobile settings menu, and the new “Image Responsive” toggle! 😀It definitely forces a visible difference when viewed on a computer and mobile device. Idea 1: would it be possible to get a “mobile settings” responsive option added to the content blocks as well?The settings are already there for an entire email template, but sometimes we have certain blocks that we’d like to display vertically if on mobile, without forcing other blocks to do the same (particularly the 1:2 or 2:1 containers). I’ve used other template building tools that allowed that per-container mobile responsiveness toggle before (Stripo), and it was a fantastic option -- especially since it didn’t require any coding.Idea 2:Another mobile setting that would AWESOME to include would be the option to show or hide selected containers on mobile (with the default being to show on all). Certain template layouts don’t read well on mobile, and it’d be awesome to be able to hide those blocks and design something that DID in case someone opened the email on their phone, to avoid those embarrassing or awkward situations.I’d much rather someone not see something, even if we have to add a mobile-only text block that says “please view on your computer for the full message” or something similar.Thanks so much!  

    3
    dayn.johnson
    Forum|Forum|2 years ago
    davebrown2242
    davebrown2242Helper ⭐️

    Update scorecard 2.0 score measures from Timeline viewDiscovery

    We have a CSM Sentiment measure that our team prefers to manually set the score and log an update on the measure timeline. Today they need to navigate to Scorecard 2.0, click on the measure score, & set the score from the scorecard view THEN the click into the measure & log an Update activity. Set Scorecard 2.0 Manual Measure ScoreSeems odd that the measure score on the left allows setting of the score and not the measure score on the right…. Why not allow both to have the Set Score capability?   This would save some clicks and optimize the process of manual scorecard measures.   Thanks.

    11
    ChiragJ
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Update Manual Scorecard measure through a CTADiscovery

    Sure would be nice if you could modify a manual scorecard measure through a CTA.   Bonus points if you could tie that somehow into a Timeline task type

    12
    ChiragJ
    Forum|Forum|2 years ago
    kgodisela
    Gainsight Employee ⭐️
    kgodiselaGainsight Employee ⭐️

    Activity Timeline sync to Salesforce - Enable storing Timeline attachments in Salesforce FilesNew Idea

    Currently with Salesforce Activity Sync jobs, the attachments of the synched Timeline entries are stored in Attachments object in Salesforce. This works well with classic implementation. Salesforce Lightning version doesnt support Attachments, it expects the attachments to be stored in Files.Ex Ref: https://medium.com/@astrea_it/limitations-of-notes-and-attachments-in-salesforce-lightning-27a7a442cec8So if a customer wants to move to Lightening, Timeline should be able to push attachments to Files instead of Attachments. Also it should be possible to move existing attachments to Files object.  

    0
    kgodisela
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    Stuart
    StuartHelper ⭐️⭐️

    Email Templates: Add 'Folder' as a column when viewing list of templatesNew Idea

    Hi folks, Something really simple, but effective; currently, there is no option to add a ‘folder’ column when viewing the list of email templates in a tenant.  This means, if you’re viewing all templates, you can’t see which folder a template is located in.  If you want to go through all email templates and ensure they’re located in the correct folders, it’s a bit of a nightmare tbh.It appears on the configuration export from analyzer, but not in the UI.  However, the functionality exists (and works as expected) in rules engine.  Feature parity please?

    4
    dayn.johnson
    Forum|Forum|2 years ago
    lane_h
    lane_hHelper ⭐️

    HTML Email Editor ImprovementsNew Idea

    There are many times we start an email in the native editor, but we need to make adjustments in the HTML editor. This poses problems because of the divs. We've also found that it adds extra <span> tags.  Also, when we preview an email, it looks fine. However, when we send a test email the <span> create extra formatting that is not intended nor seen in the preview. Is there a way to improve the HTML Email editor to not include the <div> or at minimum not add extra <span>? It would also be nice to be able to do columns in the native interface.

    6
    dayn.johnson
    Forum|Forum|2 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Data designer advanced search filters (UI parity with Rules Engine)New Idea

    Would it be possible to add and advanced search filter similar to the one available in Rules Engine?Right now, the only thing we can do is search by name or filter by All/Active/Inactive designs. For the sakes of parity, would be great to have and advanced filter similar to the one we have in Rules Engine.I get that there are some things that make no sense like action name, execution type… but there are several that do: Created By, Created Date, Last Updated By; plus for example something exclusive to DD like the Status Info.   

    3
    romihache
    Forum|Forum|2 years ago
    Mário
    MárioContributor ⭐️

    Functionality "Me too" and "Topic status tracking"New Idea

    I hope this message finds you well. I am writing to propose two ideas that could significantly enhance our platform's functionality and improve user experience. These suggestions are aimed at better tracking and managing issues raised by our community users, thereby increasing engagement and efficiency. Issue Status Tracking: Implementing a feature to track the status of issues created by community users can greatly improve transparency and communication. Each issue could display its current status within the topic, using labels such as "Created," "Response," and "Solution." This would allow users to easily see the progress of their concerns and know when they have been addressed. For example: This clear status indication will help manage user expectations and reduce repetitive inquiries about the same issue. Example:   Created: Indicates that the issue has been submitted and is awaiting review. Response: Shows that a team member has responded and is working on the issue. Solution: Signifies that the issue has been resolved and a solution has been provided. "Me too" Option: Introducing a "Me too" option where users can indicate if they are experiencing the same issue as described in a topic would be incredibly beneficial. This feature would enable users to click a "Me too" button, which not only counts the number of users facing the same problem but also lists who has selected this option. This collective data would help us prioritize common issues and track recurring problems more effectively. For instance: A user creates a topic about a connectivity issue. Other users experiencing the same issue can click "Me too." We can then see how many users are affected and address the most pressing concerns promptly. Example:While we understand that Vodafone's forum may have a different provider, we believe these functionalities would be highly useful and improve our community interaction significantly.Thank you for considering these suggestions. I am confident that these enhancements will greatly benefit both our team and our users. Please let me know if you need any further details or if we can discuss this further.Best regards,

    0
    Mário
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Populate Rule Action ID for Objective CTAsNew Idea

    This is pretty closely related to my last post on Success Plan Rule action IDs: The field is a useful tool to track and report on what is creating artifacts. Call to Action DOES have this field however, it does not populate for Objective type CTAs. The values do not show up as Null as they do for most manually created CTAs, they’re just blank. So, even if you assume 100% of your Rule generated success plans will have objectives you won’t be able to look up the rule generating action at all via reporting.

    3
    bradley
    Forum|Forum|2 years ago
    SaifSNHelper ⭐️

    Ability to customize the email notifications when a CTA is assigned to CSMsOpen

    Currently, the system triggers emails that include the name of the CTA and relationship, it would be really helpful if the admins have the ability to include the company name along with the CTA name.

    7
    heather_hansen
    Forum|Forum|2 years ago

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