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    Idea Pipeline

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    6164 Ideas

    spencer_engel
    spencer_engelExpert ⭐️

    Fix the Formatting on the ARR Change MilestoneNew Idea

    I like the automated milestones that can appear on the customer journey widget, but the formatting for the ARR one is terrible and cannot be updated either. This seems like an easy thing to fix, but support said product has not committed to doing so. Hopefully this idea post gains some traction.  

    2
    romihache
    Forum|Forum|2 years ago
    Chelsea.holfield
    Chelsea.holfieldContributor ⭐️⭐️⭐️⭐️

    "Publish as Dashboard" - Survey reportingNew Idea

    It would be great if the survey analyze tab/survey reporting within the survey module had the option to “publish as dashboard” for the survey results.We find the reporting within the survey incredibly helpful but we have people who need to see just the survey data and don’t need access to do anything else within the survey. Instead of us trying to recreate versions of all that reporting in a dashboard it would be a great time saver while also allowing less room for error if we could just publish the already existing reports. It would also help with our permissions because people who need just that access have to have specific permissions when all they need is the reporting. Again, this would be a huge time saver for us and a great improvement on our reporting process overall.  Thanks!

    0
    Chelsea.holfield
    Forum|Forum|2 years ago
    ajrufer
    ajruferContributor ⭐️⭐️⭐️

    Be able to share a dashboard with people outside of accountNew Idea

    I’d love to be able to create a dashboard and then give viewing access to one of our clients for them to review the data. Is this possible?

    4
    Forum|Forum|2 years ago
    KromerSxContributor ⭐️⭐️

    KC Bot Guide Title TextNew Idea

    Allow the guide title text to continue if the bot is widened.  It would be much easier for the end user to read what the engagement is if it the text would continue if a wider bot.  There is a. lot of unused white space. 

    0
    Forum|Forum|2 years ago
    edgarmsiContributor ⭐️⭐️

    Search bar: Other accounts are coming up that don't have the words that were typedNew Idea

    Our CSMs are noticing that when they search for an account in the Search bar, other accounts are coming up that don't have the words that were typed. The expectation is that when you type a name, accounts should appear at the top with the words already typed.Please see attached pic.As the letters get more specific, the top result should be the one that most closely matches what is typed. When more letters are added, the search should eliminate options that clearly don't match or at least lower their priority. 

    0
    Forum|Forum|2 years ago
    andorfuhrer
    andorfuhrerHelper ⭐️

    Improve Data Designer to Allow URL back to CTAsNew Idea

    It appears that data designer somehow strips away the URL feature to some fields like Call to Action Name, Success Plan Name if those objects are included in the data design.    For example, I created a data design and brought in the Call to Action and User Object.  Merged both objects with the fields I wanted, one of which was the Call to Action Name.  I created a report and applied it to a dashboard.  The report shows the Call to Action name, but it’s just a string text and the URL has been stripped.  As an end user, I cannot click on the Call to Action name to take me to that CTA.  I would now have to copy and paste the Call to Action name and search it via cockpit.  WOOF :( It really kills adopting new reports designed via data designer bc the lack of functionality overshadows the innovative data gathering via data designer 

    12
    pchoe
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Gainsight Assist template visibility changesNew Idea

    We need the ability to hide templates from Gainsight Assist, while still allowing them to be visible to Email Assist.    We have templates that we need to be strictly tied to CTAs for reporting reasons, but they are also visible through Gainsight Assist which is confusing for our end users and results in emails getting sent that are not tied to CTAs. Folders are needed to be able to group templates together in the Gainsight Assist and Email Assist views.  We have multiple teams (not just CSMs) in Gainsight and need a better way of keeping these organized.

    7
    Al M
    Forum|Forum|2 years ago
    dmurphy4040
    dmurphy4040Contributor ⭐️⭐️

    Disable Select an Object when creating a ruleNew Idea

    I have a Rich text area field on an object that is loading to a Textarea field in SFDC.  It appeared in SFDC with all of the HTML code in addition to the text.  I discovered that I needed to use Prepare Dataset to strip the HTML out.  I think it would be better to just choose the latter because you can pick a single object.  I realize that for Select an Object it says “If the data is ready to use and is stored in a single Object” but it’s hard to anticipate that ready to use has unexpected limitations.thanksdave

    0
    dmurphy4040
    Forum|Forum|2 years ago
    mmue
    mmueContributor ⭐️⭐️⭐️

    Improve/Expand Voting options for IdeasOpen

    Hi, we are a SaaS Company and use the community to get improvement ideas from our clients. Votings are a first indication on the importance of ideas, but our development would like to get some more details on the usefulness and importance of ideas for our clients.Therefore we’d like to have a more detailed Voting functionality for ideas, that exceeds a simple “upvote”. A rating scale to a question like:How important is this idea for you?Not important Nice-to-haveImportantCriticalWould also include votes from users, that don’t see an idea as important and would give a better understanding, if an idea is just a nice to have or a critical blocker.This would be a big benefit for our development to e able to prioritize user ideas.

    4
    jvdbelt
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Conditional Statements in FiltersNew Idea

    Can we get conditional (If/else if/else) statements in filters? AND and OR logic is helpful, but it would be great to have conditional logic as well. It is true that some if statements can be handled with some fancy and/or groupings, but this would allow greater flexibility on what to include or exclude. Having a report that would allow me to say: IF (X and Y) ELSE (A or B) would be fantastic. That is a small use case example, but the implications would be much more value for anwhere you use logic to create something: reports (regular and data designer), filters, rules, queries, programs you name it. And to be clear, I’m talking about adding this in addition to case logic for formula and conditional fields.

    17
    dayn.johnson
    Forum|Forum|2 years ago
    rajeshjoshivipContributor ⭐️

    Improve playbook selection UI when creating new CTANew Idea

    In our Gainsight instance, when creating a CTA, it’s difficult to browse all the available playbooks that exist for each CTA type. Only a limited number of charcters are shown, and the playbook search column width is fixed, which makes it very difficult to see the full playbook title. This is applicable on both the "Apply Playbook" and "Replace Playbook" screens.Please could this be improved? The “search” feature is a workaround however does not account for undocumented playbooks.

    0
    Forum|Forum|2 years ago
    juan.delrio
    juan.delrioHelper ⭐️⭐️⭐️

    Show a better preview in System EmailsOpen

    I create product updates that look like this:  But when someone is subscribed to the Product Update channel they get an automated message like this:  The body preview uses the Variable: {topic content}  Can we have some formatting for this variable?Better yet, can it just take a screenshot of the top 800 pixels and use that as the {topic content preview}?

    3
    kristine_davis
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    Brianna GoodrumGainsight Employee ⭐️

    Allow Query Builder to filter for browser informationNew Idea

    Our customers advised that they would like to use Query Builder to run reports based on browser type and usage. At the moment, this feature does not exist in PX.

    1
    Forum|Forum|2 years ago
    mai.eliezer
    mai.eliezerContributor ⭐️⭐️

    Add an option to archive a Program in Journey OrchestratorNew Idea

    Currently it is not possible to change the model of a Program in Journey Orchestrator after it has already been set to Active.To get around this, our team has been cloning Programs multiple times in order to have different “test” versions before we are able to create a “final” version by cloning the last test. As a result, we have a number of “Test” versions of programs that we don’t want to delete (so we can still have earlier versions), but we don't want to see them in the list of All Programs after they’ve been paused or stopped. It would be great to be able to “archive” a program so that it’s still accessible to view if we ever want to go back to a previous version, but so it doesn’t clutter up the list of programs used by our teams.

    2
    kelly
    Forum|Forum|2 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Enable Real Time Sync in Connectors with OpportunitiesNew Idea

    Ideally, opportunity would have a real time sync back to SFDC as there are fields the CSMs are required to update. Additionally, this would allow for a better sync for CSQLs that are configured to create Opps

    5
    Forum|Forum|2 years ago
    edwinContributor ⭐️

    PX Stickiness Ratio: Custom date range & exclude weekendsReleased

    Two requests for the Stickiness Ratio widget in the PX Dashboard to support:setting a custom date range excluding weekends from the calculationCustom Date Range Use Case:Without the ability to set a custom date range we cannot retrospectively report on the stickiness for a given time frame, for example reporting on weekly or monthly stickiness trends. The widget is always set to the last 30 days and cannot be adjusted. Exclude Weekends Use Case:Our web-app is predominately used as a work tool by users during weekdays, so including weekends in the calculation skews the data and does not reflect a true stickiness ratio. If we had an option to exclude weekends from the calculation (as other analytics tools support), we could get a useable metric from this widget.

    2
    Forum|Forum|2 years ago
    KromerSxContributor ⭐️⭐️

    KC Bot Multiple Tab with Unified SearchNew Idea

    It would be great if we can have the search functionality of unified search when having multiple tabs.  For instance, we have Recommended Guides, articles and categories that can all be searched for with unified search but we can only have one tab.  Would like the search bar in a separate tab that can also find the guides and not just articles.

    1
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Report: Reporting Category from Call to Action Object unusableNew Idea

    Reference Ticket 297911When filtering a Call to Action report for a Reporting Categories, only the Call to Action reporting categories should be displayed.  Currently, all Reporting categories for all objects appear, meaning there is more than 1 Open and it is unclear which to use.  The proposed work-around is to run a report on reporting categories, filtered for call to actions and copy the GSID for a specific reporting category to the Call to Action report filter.  This defeats the purpose of having reporting categories and is not a viable solution for end users who might want to add a filter to a report on a dashboard and do not have access / knowledge for how to find and use the GSID.

    0
    angela_domenichelli
    Forum|Forum|2 years ago
    hardik_mota
    hardik_motaHelper ⭐️

    Segment Connector accessibility in EU regionNew Idea

    Hi team, I heard that currently we don’t have segment connector in the EU region for the horizon Experience. I see that most of the customers from EU region are looking to use Segment connector. Hence, it would be great if we prioritize this request.  Best,Hardik

    2
    Ester.Memoli
    Forum|Forum|2 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Control moderation view - Search tags in addition to title and contentNew Idea

    Currently when you use search in the Control moderation view: Current search UXI’d love to see this also search the Tags. At least public tags. Use case: Content auditing. 

    3
    Forum|Forum|2 years ago
    megan
    meganContributor ⭐️⭐️⭐️

    Automatically award a badge when the user earns "Best Answer"Closed (Won't Do)

    Would be very cool to award a badge to users automatically if their comment is marked as “Best Answer.” For early stage communities, that could be highly motivating! 

    3
    DannyPancratz
    Forum|Forum|2 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Make Success Snapshots Inactive by DefaultNew Idea

    Is there any reason why Success Snapshots are automatically made active upon creation? This seems inconsistent with literally every other part of Gainsight’s product. Can we please consider changing that to inactive, allowing the Admin to toggle to active when ready?

    0
    spencer_engel
    Forum|Forum|2 years ago
    Scotty at CalendlyContributor ⭐️⭐️⭐️⭐️

    In Horizon Programs, display the schedule that is set instead of defaulting to one time.New Idea

     In that video I take you through my experience trying to check on a schedule of a Program. It looks like, at the Program level, the schedule configuration is not retained. You have to go to the main scheduling page to confirm that your program is set correctly. You cannot see the currently configured schedule when you are at the Program level.

    1
    Forum|Forum|2 years ago
    shiv_kumar_katiyar
    shiv_kumar_katiyarGainsight Employee ⭐️⭐️

    [Enhancement]Prevention of multiple creation of Success PlansNew Idea

    Account, Success Plan name, type and status are used as an identifier for the success plan action in rules. So, if there is already a success plan with the initially mentioned four entities (Account, Success Plan name, type and status), then rule will not create new success plan, rather it will just update the existing one. But the problem occurs when any success plan is created by a rule with draft status, then when the status is changed to active and rule runs again, a new Success Plan will be created with same name with draft status since status is one among the four default identifiers.  Is there a way by which we can restrict this by a rule or having an optional identifier/s?

    6
    jcyoungkin
    Forum|Forum|2 years ago
    teenanicole1Contributor ⭐️

    Associate a milestone to CTA in Horizon RulesNew Idea

    As a Gainsight Admin, I would like to be able to associate a milestone to a CTA when creating an automatic milestone through Horizon Rules. Requirements:On Load to Activities/Field Mapping, add field Associated Records in addition to Milestone Type.  

    0
    Forum|Forum|2 years ago

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