A lot of companies not only use personal moderator accounts but also create and use shared community accounts for community service purposes. As moderators can be absent (on sick leave, on vacation, etc.), pulling users into a 1-on-1 conversation is done with the shared accounts so no private messages get forgotten.Because multiple people use the same account, it would make working easier if moderators could mark private messages as unread if they read it but don’t do anything about it at this point. This way the next moderator who is responsible for the shared account is less likely to miss a potential follow-up task.The conversation partners (users) shouldn’t be able to see the read / unread status.
I get many Private Messages that I have to action but as soon as I read them, if I don’t record who the message is from and I close the window, I am unable to remember who the message was from. Would it be possible to add a starred or ‘Needs Action’ check box so that these could live at the top of my Private Messages on the control side until I’ve actioned them?
My colleague, Lindsay, asked me to post this great idea 💡.It would be great to have a reaction option to private messages, as it reduces the feeling of being left on read — even when the conversation is naturally over!Plus, it would be a bit of fun and enhance conversations between members.Thank you :-).
Building off of this idea - It would be amazing if our customers receive certain number of points each month that they could give away, so when another customer answers their question they can award them thank you points.I know we can give points for best answers but it will mean more if the Customer member could get certain points each month to award other members.
Hi all, I am finding with the new JO program builder uploading a CSV seems to quiet restrictive.A lot of stakeholders will have several different fields when sharing data, so this just leads to spending time cleaning up CSV files so the fields match exactly. This was not an issue with the previous JO program builder. Are there any plans to make this less restrictive or does anyone have any suggestions to save time with this? Thanks all!
Our academy has thousands of courses and it would be incredibly beneficial on the backend to break this content down more than the preset 10 page view & left/right arrow to navigate from one page to the next.Course Count: Addition of a total course count at the top of the table. When a filter is applied, that count is responsive and adjusts based off the filter. Page Count: Addition of a page count at the bottom of the courses table, indicating how many pages of content exist i.e. 1 of 19 pages (linked to easily navigate from page 1 to the last page, for example) View Preferences: Addition of the option to select the number of courses you are viewing within one page. Currently the only option is 10, ideally we could add the options of 20 / 50 / 100 courses at one time.
I’d love to have this same Rank criteria functionality for BadgesUser role criteria for Ranks
In order to track registrations of events in external systems such as Zoom, it would be useful to know the publish date of an event in community so that I can track uplift in registrations.
We host a lot of events in our community which we use an external link for registration through Zoom webinar. However, I’m currently still posting those events using the Community Event registration option because we have found that more folks RSVP when they can see who/how many others are attending. A hybrid option which still shows that data in the community but links folks to the external RSVP when they choose attend would be ideal.
Add a clickable link that will take the user to their own profile within the award badge email
I’m on a demo with another software, and they have a setting area where you can enter holidays and specify that you want to skip email sends during those time periods - even down to specify them per group (I.e. you could do location). Would love to see something like this available OOTB in JO. (Maybe also a solution for stopping weekend sends on this post: Screenshot of what it looks like:
Hello Team,As per the current functionality for the action cards in renewal center we need manually add the inputs for csm.Our valued customer relies on the Renewal Center to receive action cards that highlight customers nearing renewal each quarter, simplifying the opportunity creation process. With approximately 100 opportunities handled per quarter, there's a clear need to optimize efficiency as this number continues to grow.To address this, we propose implementing automated mapping or introducing a column displaying respective CSM names. This enhancement would significantly reduce manual effort and ensure clear ownership identification for smoother operations. Please check and consider this request to add the required functionality as requested by customer.
Hello Team,One of the customers requested to add the new datetime format “yyyy-MM-dd H:mm:ss” in the S3 rules. As this particular datetime format is not available, the customer needs to manually update the whole data to match the existing datetime format in Gainsight.Below is the support article that explains the existing datetime formats in Gainsight.https://support.gainsight.com/SFDC_Edition/Rules_Engine/Admin_Guides/S3_Dataset_Task_in_Bionic_Rules
We want to create a group that is walled garden of sorts. We want to direct people to this group, and within this group you can only find and access content within that group. We do not want search to query the site as a whole. To achieve this I would like the search widget that I can add to a page to offer the following customization:Restrict search to these communitiies Restrict search to these groups
If you try several different filters on a heatmap report, the same record may have a different color depending on the range of your sample size. Here is an example of how people’s NPS category has shifted across surveys. Looking at a relatively large sample size, and here a Detractor (-1) will be red, Passive (0) will be yellow, and Promoter (1) will be green. No problem because we have all the three possible values in this sample size.However, if we take a smaller sample it could lets say only contain the Passives and Promoters. In that case the heatmap shifts the way it treats the value range and begins showing Passives as red. In the examples you can see how this same record shifts in color completely when a filter is changed. I understand both behaviors may be desirable in certain scenarios so I think it would be good to have an option to “lock-in” the initial value range, or to set a coloring scheme for flat values, e.g. instead of 0%, 50%, 100% to set -1, 0 and 1 and their appropriate colors in this case.
Currently, as of this writing, emails sent from a CTA do not honor recipient opt-out preferences. They are treated as operational emails and are sent regardless if someone has unsubscribed from an opt-out category. This happens even when a template in a playbook is configured as non-operational.It’s a mixed message, to me, that when creating email templates for use in CTAs, opt-out configuration options are displayed.Idea: Honor Recipient Opt Out Preferences in Emails Sent from CTAsOther ideas could be:Do not display opt-out options on email template configuration when the feature does not honor recipient opt-out preferences. Clearly indicate that it will be sent as an Operational email. At the very least, add a note on the Edit Template page that clearly communicates which features will honor recipient opt-out preferences.Question for the community, which do you think would be better?Have recipient opt-out selections honored in emails sent from CTAs or hide opt-out configurations for features that do not honor opt-outs? Or maybe another idea?I like honoring opt-out preferences from emails sent from CTAs because those can be configured as either non-operational or operational already… it would just enforce the opt-out and prevent the email from being sent to someone who has unsubscribed from that category. Screenshot below of the Edit Template page that displays opt-out configuration for an email that will be used in a CTA. No matter what is selected for opt-out, the email will be sent as operational and recipient opt-out preferences ignored.
Our team is loving the new Cheat Sheet functionality. One additional use case we’ve identified is to aid in our leadership risk reporting. We’d love to see a way we could pull in the content from the Risk/Issues section into our leadership risk reports. I think this is more comprehensive than just the Risk CTA Comments and a better summary view than showing all risk update timeline activities.This is just one use case, but ultimately seeing a refreshed data pull section by section that could be tied into other reports would be a huge benefit!
Looking at our Scorecard Mass Edit report it appears as if all scores are trending flat. I read in this document that the trend indicator is looking at the Current Score and Previous Score to make this determination. Looking at a sample account, I see the Current Score and Previous Score are the same thing: Apparently this is because the scorecard updates the Previous Score nightly: "On the first day of the current week, the most recent Scorecard bar shows previous week’s score. For the rest of the week this bar shows the closing score for the previous day, which was recorded when the Scheduler executed (11.30 pm UTC). This is called the most recent score bar. The bar on the left of the most recent Scorecard bar, stores the final score that existed a week before." This is where it gets confusing for our CSMs, because we update all but one of our Automated Scorecard measures weekly, on Mondays. So on the Scorecard section of C360, they see the "Current Score" in the right-most bar... but they see LAST week's score in the previous bar: Current Score: LAST week's Score: So when they see the Trend Indictor is flat, this is terribly misleading. They assume when they look at the Mass Edit report that the score hasn't changed since the last time it was updated (by our Rules) when in fact it HAS changed. We have one Automated Measure that gets updated nightly, for our CSM Sentiment (which we capture from Timeline entries) The trend indicator needs to be configurable by admins - by measure/group - so that it aligns with our processes. Happy to talk to someone in Product about this in more detail.
Hi team, Currently, when setting up the Activity Sync from Gainsight to Salesforce Task, we have the default fields set which are uneditable. It would be very helpful to have the option of where the “External Attendees” field is mapped to as some businesses use the “Account Contact Relation” (ACR) object in Salesforce as their “Company Person” source of truth and the “Contact” object in Salesforce as their “Person” source of truth. Currently, the “External Attendees” field is set by default to be mapped to the “Name ID” field, which looks to Contact and Lead. If the customer has the ACR ID in their Company Person External ID field in Gainsight, the Activity Sync will fail.
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