Product Ideas | Gainsight Community

6164 Ideas

anushatContributor ⭐️

Selection from Drop down options in surveysNew Idea

Would like to have an option to select from drop down options in surveys especially when looking to get location information from users.

Forum|Forum|2 years ago

MartinRContributor ⭐️

Suggestion - Error message for missing usage data in C360New Idea

We have a suggestion for the development team - for companies that don't have any PX usage, the CS tool shows quite an ugly error (and shown twice).CSMs are coming to us saying there is a bug, but this is an expected scenario.Could the wording be softer? E.g. There is no customer usage data tracked.And without the 2 red crosses?Thank you.

Forum|Forum|2 years ago

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Shortcut to public version of Event from ControlDevelopment

Events are missing the quick link at the top of Control that opens the public URL in a new tab. It seems every other content type has this, but not Events. Use case: Editing events to check updates or that what you published looks as intended.

Forum|Forum|2 years ago

danielhContributor ⭐️⭐️⭐️

Better Global Context and Segment logic in Audience rulesNew Idea

Currently, when defining an audience for engagements, the Global Context and Segment options are extremely limited. You can basically only do a simple match:But I need logic similar to what is available for mapped features. For example, I’d like to be able to create audience criteria such as:[Segment A] was matched in last 30 days [Segment B] was NOT matched in last 30 days [Segment C] was matched 10 times [Global Context A] is [example A] 10 number of times in last 30 days [Global Context B] is [example B] 0 times ever (i.e. this user has never logged this global context)The clearest example is to target engagements to users who have never used version X of a product, where ‘product version’ is logged as global context. I don’t think I can target an engagement that way with the current logic abilities.

Forum|Forum|2 years ago

rachelhibbardtmoContributor ⭐️⭐️⭐️⭐️

Organization Gantt ChartNew Idea

Our team loves the Gantt charts for success plans, but you can only view 1 company at a time! We want the functionality to view success plan objectives and tasks across multiple companies in the Gantt chart view so that we can strategically plan and resource.

Forum|Forum|2 years ago

WayneExpert ⭐️

Deprecating Features without input from community - Removal of Date time in Join AllReleased

I’ve worked with Gainsight(GS) product since 2015. There have been many upon many product decisions across the last 9 years that have not made sense to me; let’s roll out new features instead of fixing/improving our existing features(who doesn’t like having inactive options in their DropDowns for their end users to see, Why would you want the ability to create SP views to guide your end users to focus for work, or even something as simple as I want to report on the most recent timeline entry and when it occurred without having to run a DataDesigner or Rule? However, most of them, when thought in a different way can be made sense of or why it is not happening right now. This is the lesson I have learned working with/providing feedback with product. I draw the line when features/capabilities are being taken away to meet the, not even end users UI but the admin UI. Essentially since the admin UI for some reason couldn’t be modified to accurate display preview of a data we’ll simple remove a capability previous allotted to admins and call it a day? Just to provide context around this. We have a simple rule where we want to push the most recent timeline entry made on a R360/C360 to the actual Company or Relationship Record. How do you do this? Well you fetch timeline entries by Rel and/or Co record. Then you max the activity date, which is a date time. Then you merge that max with the initial timeline fetch, merge of the CO/Rel GSID and Activity datetime. Oh wait, you can’t do that anymore!

Forum|Forum|2 years ago

manharwaliaGainsight Employee ⭐️

Build the New Journey Orchestrator Program using Query BuilderNew Idea

Can we please add the functionality of Using Query Builder to fetch participants in the recently released JO program?

Forum|Forum|2 years ago

jeremy_johnstonHelper ⭐️

Gainsight Assist Outlook Add-in - set a default value for 'Activity Type'New Idea

We want to be able to set a default value for ‘Activity Type’ in hte Gainsight Assist Outlook plug-in.Ideally, it would always default to Email. If the feature can’t be setup to do this natively, we want there to be a means for us to set it within our org specifically.Currently, it appears to randomly pick 1 of the active Activity Type values we have in Timeline Settings.

Forum|Forum|2 years ago

sahil_nazirGainsight Employee ⭐️

Set Activity Type to default.New Idea

While logging emails using Outlook plugin,We have a few requests that the default activity type should be set to Email as stated in document.https://share.zight.com/YEuJBLq2Doct: https://support.gainsight.com/Gainsight_NXT/Email_Assist/Outlook_Add-in/Gainsight_Assist_Outlook_Add-in_User_Guide#Prerequisites We have been suggested to raise community post for the use case to be taken up as enhancement.

Forum|Forum|2 years ago

romihacheVIP ⭐️⭐️⭐️⭐️⭐️

After updating a field description have it automatically reflected in the dependent reportsNew Idea

I did some field descriptions updates via Data Management and realized when hovering over them the tooltips where showing the old one. I submitted a ticket about this issue almost 3 months ago, and after a lot of back-and-forth trying to figure out what the issue was the response I just got is ”Currently the functionality is that when ever a field is added to a report builder and saved the report metadata is saved in a collection at backend and description field data also saves as part of the metadata.”. TLDR: Is intended behaviour and not a bug, please submit a feature request.The only way to make these updates visible in a report is to delete the field from the show me section and re-add it after each description update. Which by the way, unless you are the person doing the update you have to guess when happened, because the last modified on is not a field in data management either 😓 (Idea related to that →).

Forum|Forum|2 years ago

sdreidContributor ⭐️

Template management needs to be centralized and better controlledNew Idea

It’s very difficult to update a template once it has been set as one. It has been recommended to use engagement cloning instead of templates to better facilitate maintenance. However, this method has risk of accidental changes to templates and no way to automatically or selectively apply the template changes. If I have 20 products, each with 10 engagements and the company colors change, we have to manually update our templates and 200 engagements with the updated CSS. This is just one aspect of template settings.As a customer with multiple subscriptions and products, I need one central place to define engagement templates and styles. I need those templates to be editable by only a few key engagement developers. I need template versioning so content developers know if they have the latest template.

Forum|Forum|2 years ago

john_appleExpert ⭐️

Make Gainsight available as a 3rd party app in Slack Workflow BuilderNew Idea

Slack has a built-in workflow builder that allows users to create specific automations quickly and easily. One of the workflow builder options is to allow action to take place in a 3rd party app. However, Gainsight is not one of the OOTB capabilities. I’m guessing this is some sort of enhancement that has to be made by Slack but I’m posting here since it impacts me as a Gainsight user and admin. It’s possible to create custom apps for Slack that can be used in workflow builder but it would convenient to have some abilities without having to dev a custom app. For example, the Salesforce option in Workflow builder allows for the creation or update of records.A use case I can see is the ability to have a CSM complete a form that then is sent to Gainsight in a custom object that the rules engine can process.

Forum|Forum|2 years ago

suryanarayanaHelper ⭐️

Please show folders in Email templates while cross org migration.New Idea

Hi Team, I want to migrate 48 Email Templates which are in part of specified 6 folders. I had to search and select each and every email template out of all email templates. Instead if we have folders visibile over in cross org migration tool we can directly find folders and migrate.

Forum|Forum|2 years ago

itekuGainsight Employee ⭐️

Search for Fields under Playbook Token Mapping to be same as Reporting search fieldsNew Idea

Hello Team,We’ve got a request from customer, if we can have same way of searching for Lookup fields in the reporting, even in the Token Mapping section in Playbook as well, as it would be a easy way of searching the fields.https://share.getcloudapp.com/jkuPpo0m

Forum|Forum|2 years ago

ThomasMalingreContributor ⭐️⭐️⭐️

Dedicated email notification for when an idea status is updatedReleased

Hey Everybody, We're currently conducting a small pilot with Ideation. One of the things we've noticed is that users want to receive updates when the status of an idea has changed. Which makes sense, right? You want to know what's happening with the idea you've voted for. Therefore, It would be great if users would get an e-mail when (a certain) status is reached. How do you guys feel about this? Greetings, Thomas

Forum|Forum|2 years ago

ClaireContributor ⭐️⭐️⭐️

Send automated messages based on certain criteriaReleased

We've been testing out granting a rank to users who have logged in twice but not posted yet as a way to send those people an email encouraging them to make their first post in the community. We've gone from 13% to 20% of people who have made at least one post so this is great! I'd love to be able to send more messages targeted in this way, but without having to set up a rank for all of them.

Forum|Forum|2 years ago

camilla.gishContributor ⭐️

Renewals/Rerates/Do Not TouchNew Idea

It would be so great to have a “Total” somewhere visible in the Renewals and Re-Rates section, as in how much $ total is out of term, coming out of term etc. There is a list of expired products, but unless we export the report there is no tally of the total (unless I am blind and don’t see it). Would be useful while on a customer call to be able to click over to Renewals and see the total out of term in a box somewhere on the page and be able to quickly provide that info 😊

Forum|Forum|2 years ago

Wilder-ClariContributor ⭐️⭐️⭐️⭐️

Customer Pages -New Idea

Custom Pages:We have over 100 customer pages, so there should be a way to categorize them better Customer Pages should be part of a category Custom Pages should be assigned 1+ roles/custom roles (This might exist today)

Forum|Forum|2 years ago

romihacheVIP ⭐️⭐️⭐️⭐️⭐️

Rules to update owner of CTAs - Please make CTA Type not mandatoryNew Idea

I love having the capability of doing this using Rules Engine… But what is the point of having to select the CTA Type if we only want to update the ownership of the CTA and we are already using the CTA GSID as an identifier?I understand that there is the possibility that we want to update other fields with different values such as the Reason, Playbook, etc. and they are dependencies of the CTA Type, but making the type mandatory means that if we only want to update the Owner we need to create one branch for each CTA Type.Could it be a solution that if the CTA Type is null, to gray out the dependencies? Or maybe a separate option above to update only the CTA Owner?

Forum|Forum|2 years ago

mr255405Helper ⭐️

Salesforce Connector - Remove Email Notifications for Ignored RecordsNew Idea

Greetings team, When running the jobs within the Salesforce Connector to Gainsight, we receive emails when records are successfully updated, failed to update, etc. However, I receive many emails about records that were ignored by the SFDC_Account job within the Connector (presumably because they fall outside of the filters that we have configured). After conversing with Gainsight Support, it seems as though there is no way to ‘turn off’ the emailed notification for these ignored records. Can this be explored?

Forum|Forum|2 years ago

vineeth.panuganti09Contributor ⭐️

Adding Person - Removing Match Criteria bannerNew Idea

Currently, there isn’t a way to hide the match criteria banner when adding a new person record. As this match criteria message doesn’t mean anything to the end user, it would be great to either remove this message or provide an option for the admin to hide/show this for the users.

Forum|Forum|2 years ago

Jef VanlaerHelper ⭐️⭐️⭐️

Move Timeline Activity from Company to RelationshipNew Idea

We are using Relationships to differentiate between products and in our case also the CS team working with the customer. Therefore, our team should always log activities on the Relationship Timeline instead of the Company Timeline. Sometimes, that goes wrong and currently, the only solution is to recreate the Activity on the Relationship Timeline and delete the one on the Company Timeline. It would be great if the Activities could be moved, for example by updating the Related to field of the Activity.

Forum|Forum|2 years ago

alizeeVIP ⭐️⭐️⭐️⭐️⭐️

Enable tokens in survey sections (and not just questions)New Idea

Hi All,It seems that we CANNOT use tokens in the “section” component of surveys. Can we please make them available from the section too?Considering a survey that is Semi-Anonymous or Non-Anonymous automatically has a link to the company or company person object, I don’t see why we could not add tokens to section.Use case:Personalizing the survey as a whole and not just the question - for example; greeting them as if they were on their own little portal. It is awkward to say “Hi @first name” in the question. This would be better in a section.I believe that would be easy enough to implement, so can we please have this?Thanks!

Forum|Forum|2 years ago

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Segments: Show Metrics vs Previous PeriodOpen

It would be amazing if Segments showed % change vs previous period like is often shown in analytics dashboards. For exampleThese metrics: With added context on the change vs previous period like this: Use Cases:Segments that change over time based on date data (ex.registration or activity) Segments based on greater/less than engagement criteria (ex. Posts / Answers are greater/less than)

Forum|Forum|2 years ago

tgainsightContributor ⭐️

User Management Search on Role GroupNew Idea

I need a way to quickly find which users are assigned to a role group for any product. The Search bar on users does not find this.

Forum|Forum|2 years ago

Idea Pipeline

Filter by idea status

Filter by product area