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    Idea Pipeline

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    6164 Ideas

    H3athersContributor ⭐️

    Add the ability to expand the text box in the knowledge center Article create/edit pageNew Idea

    When creating articles for the KC bot, the text box where you create the content is really small. Can you make it expandable?  First screenshot shows how small the space is. If you add an image, and want to type above it, the field keeps on scrolling down so you can’t see what you’re typing.   Second screen shot is an example of what I mean by “expandable” by selecting the bottom right corner you can drag the text box so that it is bigger and easier to manage large content.  

    0
    Forum|Forum|3 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Greater Control over Widget Size in HANew Idea

    When adding widgets to dashboards in HA there is a minimum size for different types of widgets, please can we remove this and allow us admins to pick any size. This is particularly relevant for table-based widgets, when we know there will only be 1 record to show. E.g. we have a Account Review dashboard so only ever filtered by one Company Record at a time, but in many widgets we end up with white space;  Thanks

    2
    iainr
    Forum|Forum|3 years ago
    rterakedis
    rterakedisHelper ⭐️

    KC Bot Audience by URLNew Idea

    *Disclaimer* I”m relatively new to PX and taking over a previously configured KC Bot. Our product has numerous “modules”, and our current KC Bot includes all our 100+ “guides” (engagements) in a single KC Bot.   This results from the KC Bot not supporting URL in the Audience Logic for a KC bot.   I see a “recommendation” set that allows you to “suggest” content by URL, but this forces the user to engage deeper into the KC bot to find content that i would prefer be immediately obvious.  I intend to keep onboarding content flat, but nest articles and content related to care and feeding, or deeper learning.   As an example, I’d prefer something like this:Recommended: Best Practices on _______ (other “top hits” on our Knowledgebase) Module Overview Guide #1 (onboarding subject #1) Guide #2 (onboarding subject #2) Guide #3 (onboarding subject #3) Learn More… KB deep dive about Subject #1 KB deep dive about subject #2 KB deep dive about subject #3 Best Practices Tips & Tricks CARD w/ images Hands-on Labs (Try it!) Training & Certification Submit Product Ideas WIth this layout, the KC Bot has less content, so I don’t have to deactivate my entire KC Bot (100+ guides) when I need to modify content related to one module.   I’m also trying to clean up the analytics as we see a huge drop in step 1→ step 2 in our engagements which we think is attributed to users not having permissions.   I could avoid this by limiting the content in the KC bot to only show when the user hits the URL (e.g. they have access).  Appreciate any insights you all might have as to a workaround for this product idea. 

    8
    mmarques
    Forum|Forum|3 years ago
    chris_mudd
    Gainsight Employee ⭐️
    chris_muddGainsight Employee ⭐️

    Error Messaging SFDC ConnectorNew Idea

    If a field has been deleted or you do not have permissions to it we give the error message with the API name.  However in the mapping we provide the field name, which can cause confusion when looking at the object in SFDC for permissions.  It would be nice if we could have name or provide both field name and API in this error message.

    3
    inagar
    Forum|Forum|3 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    S3 File Path Failure in Logs should cause "FAILURE" in run statusDevelopment

    Per a recent support ticket, if the file path “fails” in the log the status should be “partial success” as the data was pulled. This is being updated as a bug that was identified that said the rule was “Successful” This does not make any sense though because the file never sent and 0 records could be updated. Ideally, Gainsight would make the rule statuses reflective of what occurred so Admins can properly respond. How would I know a file never sent to the path? Assumption with “partial success” is that some RECORDS updated, not some steps completed in the task. Support’s explanation as to why they consider it “partially successfully”:Original Rule Log Submitted: 

    3
    shambhawi
    Forum|Forum|3 years ago
    B.Abrahams
    B.AbrahamsContributor ⭐️⭐️⭐️

    Email Template Video PlayerNew Idea

    It would be awesome if we could embed a video into an email template from Loom or other sources. Currently we can only link the video or add a GIF and link the video to the gif which works great but would be neat if the video can be played from the email.Example: How the CEO of Loom uses Loom - Watch Video Also, It would be a great asset to tell if the video was played (if that is possible) for marketing or onboarding to send the contact down a pathway in JO. 

    12
    ssamarth
    Forum|Forum|3 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Make milestone rules more flexibleNew Idea

    Hi there. We are currently considering whether to continue using milestones when we move from SFDC to NXT. We’ve had some challenges with the old infrastructure of milestones in SFDC that I hoped would be addressed in NXT now that they live as Timeline activities. Unfortunately, that does not seem to be the case.  Issue no. 1: I cannot choose my identifiers in the load to milestone rule action. This is not made clear in the documentation, but I can confirm that you are limited to Account ID and date as your upsert identifiers. We have a use case where we are loading records that might have multiple identical dates. I need to be able to choose a third identifier in this case. See below for an example.  When I ran this live, only a single milestone was created for the Account ID, and the comment (which I tokenized) only displayed “Comment number 1.” This means that the other two milestones were completely left in the dust because I wasn’t able to select “Summary + Key” as an identifier.  Issue no. 2: I apparently cannot delete or edit milestones created via the Rules Engine? This one I’m not 100% sure on, so I’d love to be corrected if I’m wrong. But from what I can tell, even as a super admin, I cannot delete or edit milestones created via the Rules Engine. This seems like a major issue, not to mention a step backwards from SFDC edition, where I could not only edit milestones one by one from the C360 but could also do so en masse via SFDC workbench. I don’t appear to have either such ability in NXT.  Honestly, it seems preferable at this point to create a custom low volume object that contains our milestones. I’d have control over the upsert identifiers, plus I (and our end users potentially) could edit or delete the data if necessary. I would lose the ability to overlay the milestones on reports, but that’s about it from what I can tell. I hope you consider making these necessary improvements to milestone administration so that I can use the OOB functionality.

    4
    anirbandutta
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    PX Dashboard Edit PermissionsNew Idea

    Currently it is not possible to have both: a dashboard that is public AND give someone else edit access. We have to choose between a public dashboard that all admins/managers can edit, or list out each user and their access permissions. Possible simple solution: Add an “All users” option into the “Give Access To Specific People” menu. Allowing me to grant view access to all, and edit access to named users. Bigger solutions would include restructuring the dashboard management (needed for other reasons as well) and change this method of selecting the dashboard’s permissions and skip right to user permissions granted by any editor.  Reason this is necessary is because we have multiple products and separate teams who should not have edit access to everything. This would not be a problem for a company with 1 product as everyone with manager access would obviously know all the content. But with more products we require more structure and organization of our dashboards that is lacking.  

    2
    mmarques
    Forum|Forum|3 years ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Resolve PX Dashboard drag-and-drop behaviorNew Idea

    The PX Dashboard user experience could be significantly improved by changing the system behavior when resorting dashboard widgets. Currently, after relocating a widget, all other dashboard widget positions are shifted/reorganized in a frustrating manner that PX support has confirmed is not a bug. Please refer to the attached video for an example, where you will see the widgets are to be organized sequentially, but upon moving the “Engagement 1” widget into the desired position, all other widgets must be resorted to revert back to sequential order. This makes the process unnecessarily tedious and time-consuming. Instead, it would be great if the surrounding widgets could be shifted or pushed aside in a typical drag-and-drop manner to make space for the relocated widget as we see in CS. This change would make managing a PX dashboard much more efficient. Video demo: https://share.getcloudapp.com/8LuqRnkm P.S. Special thanks to Srinivas Myakala with GS Support for assistance with this recording! 

    3
    mmarques
    Forum|Forum|3 years ago
    gunjanm
    gunjanmExpert ⭐️

    Sally Security Concerns - PSAReleased

    Although I don’t agree that this should be an “Idea”, I was told to come over here by Support. I expect to hear from Gainsight security team about this. Given Gainsight Sally can be added to any Slack channel, we did some testing with our Slack Connect channel with Myranda, our Enterprise Support Analyst at Gainsight. We added Gainsight Sally to our channel, triggered a simple C360 Summary query, and asked whether Myranda can see the information - she can.All of it. In fact, she can see the other prompts but upon attempting to interact with it, she is thrown with an error as she is not a provisioned user. It even cleared out the original output when she interacted with a query with no threaded further information.It seems that no matter what I query, Myranda as an external user to Slack, can see the information.We need to be able to secure who can add Sally to which channel, as we have plenty of customer channels that users (CSMs) could easily provide extremely sensitive information to.Should this be a reason for us to back out on Sally altogether, when we are planning to launch this to all employees in a month? The hype that we have created for Gainsight with Sally could easily kill our ability to use Gainsight altogether because of this massive security issue.

    37
    Abinash
    Forum|Forum|3 years ago
    andorfuhrer
    andorfuhrerHelper ⭐️

    Customer Goals should default to Goals LibraryNew Idea

    We are really excited to use the new Customer Goals function.  It would be GREAT if when adding a goal to a customer, if the Goal Library can be the landing page for the end user, not the ‘add your own goal’. Personally for us, we do not want CSMs to create their own goals for customers, we want them to use the standard goals that we added to the library.  My worry is that this makes our job a bit harder bc it would require more training and tracking to make sure CSMs are doing this correctly. 

    0
    andorfuhrer
    Forum|Forum|3 years ago
    darkknight
    darkknightExpert ⭐️

    Playbooks: Need the ability to "lock" the Playbook so it cannot be edited by end usersNew Idea

    We have run into a situation where CSMs are editing the names of auto-triggered CTAs and/or Tasks, which is impacting some of our Rules and/or Reports that depend on the naming conventions of those items. We need a way to lock fields on certain Playbooks (CTA Name, Task Subject, Reason, Priority) for CTAs thatwe do not want end users to edit.

    7
    mpatra
    Forum|Forum|3 years ago
    suryanarayana
    suryanarayanaHelper ⭐️

    PX- Can we add Reports to Dashboards ?Released

    Team, Currently we have ability to add OOTB Widgets to Dashboard. Can we also get ability to add custom reports created to Dashboard.

    3
    broghanzwack
    Forum|Forum|3 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Enable internal survey submission with ANALYZE permissionsNew Idea

    I’m told that to submit a survey response on behalf of a customer who responded in writing to an email as opposed to using the link, CSMs need to have “Admin” permissions on the survey.Which sounds extreme and, because they are not working with the survey module (shouldn’t, and aren’t familiar with it), is risky beyond the type of risk I’m keen on taking.Can we imagine allowing internal submissions with just analyze permissions or even another special set of permissions, but not admin?  

    4
    Forum|Forum|3 years ago
    jim_barker
    jim_barkerContributor ⭐️⭐️

    Px Connector - Ability to Populate Custom MDA TableNew Idea

    Please create an enhancement to the Px Connector in Cs so that you are able to pull data from either the Account or Audience table and populate a custom MDA object.  The connector currently only allows for updates to Company or Company Person but more is needed.One use case:  A business does NOT want to have users from their application in the Company Person/Person tables, they want to have a customer table called online_user.  They don’t want 1000+ software users in Company Person/Person, they only want SFDC Contacts in those tables...they are desperate for a secondary table.  

    3
    broghanzwack
    Forum|Forum|3 years ago
    graden.hudson
    graden.hudsonContributor ⭐️⭐️

    Tree Edit AttributionNew Idea

    I love that I can see when a feature or module was created or modified, but I often wish I could see WHO created or modified them. BONUS POINTS if I could access an edit history for each module and feature!This is important because we have several people empowered to add new features and modules to the Product Tree — as long as they’ve completed some specific training from Gainsight University. 😉Sometimes things change and it’s not always clear why. So if I’m trying to maintain a high-quality Product Tree while also empowering our product team, I often need to hunt down who last edited a branch. Sometimes nobody knows who did it so it seems like the change was done by mistake.

    2
    broghanzwack
    Forum|Forum|3 years ago
    mikewohlwend
    mikewohlwendContributor ⭐️⭐️⭐️

    Help navigating in the contextual engagement builderReleased

    From this spot in the builder, it's hard moving to any next or previous step. I have no idea what to click in the menu: PX could help me navigate by either: highlighting the current step in the dropdown menu showing some text from the modal in the dropdown instead of the title it asks me to enter (which can become outdated and which I tend to skip)* adding the <5/18> style navigator used in other parts of the builder to this part of the builder (but what would really be prefereable would be to integrate all of the builder functionality into this contexual builder where my app is in the background) *I have not been entering meaningful title info because it is fragile to updates and even well done provides no value to my users. I generally pass through multiple iterations where the content and targets change, so a correct title would need to change as well. This sort of title maintenance would not be a good use of my time.

    3
    broghanzwack
    Forum|Forum|3 years ago
    dileepnalla
    dileepnallaGainsight Employee ⭐️⭐️

    PX:: Ability to support badge engagement inside the IframeReleased

    Hi Team, With the existing design we are unable to map the badge engagements inside the Iframe, so we would love to see them getting supported inside the Iframe.   Thanks Dileep Nalla

    7
    broghanzwack
    Forum|Forum|3 years ago
    Jack-Occleshaw
    Jack-OccleshawContributor ⭐️⭐️

    Structured SurveysReleased

    Hi All, I wondered if anyone has been able to do a structured survey? I know that we have a lot of options available within Gainsight PX but we aren’t able to branch off to follow on questions based around a previous response. So my Idea/Example is: How do you find the tool?        - Option A = Trigger Question 2.1                                                      - Option B = Trigger Question 2.2                                                      - Option C = Trigger Question 2.3 I hope that makes sense, I know we are able to do surveys like this within SurveyMonkey allowing us to change the sequence of questions depending on their previous choice. I also didnt know if we can create an engagement which launches based on their survey responses?So if someone scores a feature low in a survey, we can trigger a follow up guide or pop-up to educate the user on the features a bit better (so technically they’ve highlighted their struggles and we’re now holding their hand through a new onboarding/demo).  

    11
    broghanzwack
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Can Not Edit Engagement with "Edit In-App" While Draft ExistsReleased

    Hey All,Just wanted to share something that my team and I uncovered today. There is a known limitation today that does not allow you to use the “Edit In-App” feature while in Draft Mode.https://support.gainsight.com/PX/Engagements/02_Test_Engagement_Configuration/Edit_Active_Engagements_in_Draft_Mode#LimitationAdditionally, there is a limitation that you can not edit the live side of the engagement if a draft exists (even if the engagement is paused). As it will direct you to use the draft mode. This means that if you have a draft (there will be a date stamp under the draft mode toggle) and would like to get back into the in-app editor you MUST:pause the engagement  go to draft edit mode delete the draft (warning, anything you have done in this mode will be lost) then you may use the primary editor and access the edit in-app featureThis was just a few extra steps that we were not expecting and took some time to figure out how to get edit in-app back after testing an engagement in an environment. Hope this helps someone else.

    6
    broghanzwack
    Forum|Forum|3 years ago
    rterakedis
    rterakedisHelper ⭐️

    Engagement Release Train (Promote to Production)Parked

    Use Case:Currently in PX, there’s no easy way to modify an existing engagement (particularly if it belongs to a KC Bot).   When making modifications, you have to take the associated KC Bot inactive.  Also, if you modify the engagement, it affects all environments.  You can work around this by duplicating the engagement, promoting it through KC Bots published to different environments (I, S, Q, P).  Idea:Ideally, I’d like to see the entire engagement screen tabbed by “environment” -- in other words, you would see an Audience > Editor > Schedule > Launch screen for each environment (I/S/Q/P).   In this manner, I’d like to be able to select “Integration”, make changes to an engagement there, and test (not affecting the engagement deployed to S/Q/P).  Once testing was complete, I’d like to see a “promote” button to promote that configuration to another environment (similar to launching in additional environments).The idea here is to be able to make changes to engagements without having to manage multiple separate engagements (current state) and knowing which is old versus new.  Additionally, it would eliminate the need to make the KC Bot inactive to swap out the old versus new engagements.  

    2
    broghanzwack
    Forum|Forum|3 years ago
    dileepnalla
    dileepnallaGainsight Employee ⭐️⭐️

    PX: Ease of reporting in PXReleased

    I face the difficulity when customer comes up and say that they have some issue with the reports. Here are the pain points 1. I will not be able to view the customer report that they are pointing to. 2. When customer want to delete the attributes they get an error if it is being consumed either in segments/engagement Audience or in reports, so will not be able to take a look of their dependencies unless they share the reports. 3. Multiple users can create multiple reports where there is no global visibilty. 4. Sharing of the reports can be avoided if we have the global visibility. Thanks Dileep Nalla

    2
    broghanzwack
    Forum|Forum|3 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Add PX Analytics filter options for Browser and Device TypeParked

    Posting on behalf of a customer… It would be great to include Browser and Device Type as available filters in PX Analytics.  We still use Google Analytics for this analysis and would like to do this in PX if possible. Gainsight Add-on… We do currently support targeting PX Engagements by Device, platform (OS), and Browser and we also have a Dashboard widget available for Browser analysis.  See below screenshots:   

    6
    broghanzwack
    Forum|Forum|3 years ago
    dorian_cudinaContributor ⭐️⭐️⭐️⭐️

    Ability to select more then 3 events when using Query BuilderReleased

    Hello everyone,We would like to have the option of selecting more then 3 different features/events when using Query Builder to analyze our data. The use case is as follows.When creating, for example, an onboarding tour (or any kind of guide actually) for our clients, it’s a good idea to map the steps of this tour as events and then to create a funnel. If we have set up a super-tour, we would expect that most of our clients will start from the first step (triggering the first event inside the funnel) and follow it to the last, following the order of the steps in this tour/guide.While we can get some insights from such analysis, it actually gives us only partial information. This is because events (steps) inside a funnel need to be dependable on one another (each next step is taking into consideration only the set of people which landed on it from the previous step in the funnel) - and that’s great. However:what if, for some reason, one of these steps (or events) isn’t working (or isn’t being triggered) for all the users for which it was intended? or what if our clients, for some reason, are landing on the “third step of the guide” without ever visiting the second step?In order to reach this insight and to have the full overview of the adoption of the designed tour and it’s steps, one could try to use Query Builder. There, we can select each event of the funnel separately (without them being dependable on one another in any way) and filter it out by using the Audience section (in this use case we are interested only in one audience at the time). Finally, we would select the “bar chart” option and we would get a graph showing us how many times each of the events from the guide were triggered, independently from one another (in the observed period).What we are missing is the option to add more then 3 events in Query Builder. It is very usual that tours, guides or, in general, anything that we want to put into a funnel, consist of 6-8 steps. So we would like the ability to select and visualize at least 6-8 events, with the assumption that only 1 type of audience is being analyzed.

    8
    broghanzwack
    Forum|Forum|3 years ago
    rketharaju
    Gainsight Employee ⭐️
    rketharajuGainsight Employee ⭐️

    Change or delete the default "Gainsight PX Dashboard"Released

    Raising this on behalf  of @erickinfoblox  Administrators should have permissions either hide, delete, reorganize or to make the custom dashboard as default dashboard for the easy of reference to view the consolidated data.

    2
    broghanzwack
    Forum|Forum|3 years ago

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