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    Idea Pipeline

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    6159 Ideas

    mobrien14
    mobrien14Helper ⭐️

    Dynamic JO: Add ability to adjust email/survey outcome criteriaReleased

    In the new Journey Orchestrator builder, when opting to use two branches after sending an email or survey, the default criterion is 'Opened/Not Opened'. However, if tracking is enabled for any link within the email template, Gainsight will automatically change the criteria to 'Link Clicked/Not Clicked'.For effective data collection, link tracking is enabled on every URL we add to an email template. But just because we’re tracking the number of clicks doesn’t necessarily mean we want to use an individual’s link click-through as the determining factor for subsequent actions. Currently, we cannot adjust this and rely on additional evaluate steps which adds clutter to the program & can increase potential problems if not correctly configured.As administrators and program designers, we should have the ability to adjust that outcome criteria to fit the needs of our specific email programs and organizations. 

    4
    vmallya
    Forum|Forum|1 month ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Log-to-Timeline Feature Parity (Current JO Builder to New Beta JO Dynamic Builder)Released

    Minor, but not as intuitive: while testing a send in the new beta Dynamic JO builder, it took me awhile to find the “Log to Timeline” checkbox, and it’s not quite intuitive. (screenshots below)It feels a lot more intuitive to have it in the same area we’re setting up the email sender profile and CC/copy info.Is this something that might be moved in GA?how to get to the checkbox in the new JO builderCheckbox location in new beta JO builderlog to timeline box in current JO programs 

    5
    vmallya
    Forum|Forum|1 month ago
    Gainsight Employee ⭐️
    gschardanGainsight Employee ⭐️

    Survey URL field Being Available via Dynamic ProgramsReleased

    Currently, with Dynamic Programs the “Survey URL” field on the “AO Participant” object is NULL. This is needed for sending the survey if the user can’t find the email and it needs to be resent and for reporting. Previously, this could be done using the “Survey Participant” object. Survey objects contain the response URL, but there is no way to get the “Survey URL”.  Is it possible to have this field available via Dynamic Programs to continue workflows from previous programs. 

    14
    vmallya
    Forum|Forum|1 month ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Ability to export CSV from baked-in reportsReleased

    There are several baked-in reports throughout Gainsight (Journey Orchestrator Analytics, Program Analytics, User Management...), but these don’t allow you to export a CSV. I have to build the same report in Report Builder in order to do so. If export was available directly in the displayed report that would create for a seamless experience. Examples:Survey Statistics (Total Participants - ALL report) User Management

    9
    vmallya
    Forum|Forum|1 month ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Journey Orchestra Participant Sync - Allow Every QuarterDiscovery

    Right now, you have an option to sync participants daily, weekly, and monthly. We would like to send a quarterly summary out and it would be great to have the choice of quarterly added as well to this

    8
    vmallya
    Forum|Forum|1 month ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    Add additional participants to a program via CSVCurrent Behaviour

    Would it be possible to add the ability to always add participants to a program after it has been published? I've seen a few customers use a csv and then want to add more participants at a later date. It would be nice if there was also a log of this happening to reference.

    5
    vmallya
    Forum|Forum|1 month ago
    logan_t
    logan_tContributor ⭐️⭐️⭐️

    Tracking Email Responses in Journey OrchestratorReleased

    Gainsight is currently able to report on emails that were opened which have been sent by Journey Orchestrator. However, it would be incredibly helpful if we were able to also report off of if Emails have been responded to, that were sent by Gainsight! Being able to use this information would be exceptionally helpful in Programs, where an email chain might use a Conditional Wait to only send a follow-up email to those who have not yet responded to the email sent by Gainsight. Having this extra granularity would be great! Any idea if this is possible? If so, is there an ETA on when something like this might be available? Thanks for the time!

    29
    vmallya
    Forum|Forum|1 month ago
    jenlpro
    jenlproHelper ⭐️

    Add a filter for "Automated Program" to Global Timeline [Show Company/Relationship Activities]New Idea

    I’m absolutely loving the new feature where we can log Automated Program activities to our C/R360 so that our CSMs are able to view any automated emails sent out by JO! This has really increased awareness of the programs we have sent, and ensures CSMs aren’t manually sending emails at touch points that are automated for them.One enhancement that would make this feature even more useful is being able to use the Global Timeline to filter to Automated Program and view all Automated Program activities logged across a CSM’s portfolio. For example: we have emails sending to Company Person(s) and being logged at the C360 level each time a new user accesses the product for the first time. Our CSMs would like to see at a glance all messages sent out on some cadence (daily, weekly, whatever), which having a timeline filter for Automated Program across companies & relationships would help with.I do recognize that creating a report that surfaces Timeline Activities where Type = Automated Program and adding it to a dashboard is a workaround, but wanted to raise the idea anyway, as I think it would create a more intuitive user experience for this particular use case & others!

    11
    bradley
    Forum|Forum|1 month ago
    Gaby
    GabyHelper ⭐️

    Ability to remove publish date from an articleNew Idea

    This can make content seem outdated and not fresh - would like the option to remove this: 

    0
    Gaby
    Forum|Forum|1 month ago
    Gaby
    GabyHelper ⭐️

    Ability to unpublish an articleNew Idea

    Looks like right now you can only delete it

    0
    Gaby
    Forum|Forum|1 month ago
    danversHelper ⭐️

    Search improvements - additional sort and filter optionsDiscovery

    There are a couple of improvements that our community (and our team) would like to see for the search options:Sorting results (eg by date, most liked, etc)  Additional filters (eg solved, date range Sorting resultsBeing able to sort by different factors would make it a lot easier for members to find posts that are useful for them. For example, date and most likes would be really helpful in allowing folks to hone in relevant topics. Both of those sort options are available for comments, so it would make a lot of sense to add them to the search results too.  FiltersThe big one here would be whether a question has been answered. There’s a couple of use cases for this: if you’re a member with a similar question and you only want to see questions with an answer or if you’re a member who wants to help others with questions relating to specific topics (eg if you’re an expert in something/have particular skills and you want to find folks that need help with questions aligned with your knowledge). Other useful filters would be:Author type (eg Member, moderator, user role/ranks) Within a date range (eg last month) Those options would allow members to easily find the content that’s relevant to them. 

    39
    Forum|Forum|1 month ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Copilot: Should only consider active dropdown values and not all valuesNew Idea

    I’ve been trying out creating activities in Copilot and the Slack app before I release it to my team, and in doing so, I've discovered that both return ALL dropdown values versus just ACTIVE values. When I asked Copilot about this, it told me this “I can’t verify from the available tool output which Blocker Type values are currently active vs. merely configured. The tool shows the configured allowed values for Blocker Type, but it does not indicate which of those are currently active/user-selectable.”So, then, when I select one that’s not active, I get a message that it’s unable to create the activity because that one doesn’t exist.  Our users are definitely not going to know what those ALL of those values are, and it’s not a great experience to tell them to pick one from a list, and then, tell them not that one.  Can this please be addressed ASAP? 

    2
    angela_domenichelli
    Forum|Forum|1 month ago
    kaponteContributor ⭐️⭐️⭐️

    Auto-subscribe community members to categories/product updatesOpen

    InSided is software missing one very important piece of functionality - the ability to auto-subscribe new registrants to specific forum categories, resource categories, or product updates. Lacking that, there is no way to if anyone is getting notifications. How many people are getting notifications when we publish an article in the Community? How many people are subscribed to Product Updates?Getting return visitors is paramount to the success of the Community and getting notifications drives engagement and return visits. Otherwise, people sit at the bottom of the engagement pyramid and never convert to Followers, Endorsers, etc.Community Engagement Pyramid This graphs tells me that just isn’t happening and we have a pretty good amount of activity in the Community.Cohort Analysis from GA  It would also be great to be able to manage my subscriptions via my settings page as a user. I can control whether or not I get notifications from topics, categories I am subscribed to but it doesn’t tell what those are. Previous Community software I have used gives user a panel with all the potential categories they can subscribe to and whether or not they want instant notifications, daily digest, weekly digest, or none.Notification Management for Users I have already spoken with your product team about this on a call. I just wanted to make sure it was documented in case I wasn’t articulate during the call. 

    8
    Forum|Forum|1 month ago
    erin.brisson
    erin.brissonContributor ⭐️⭐️⭐️⭐️⭐️

    Specific notification for unregistered email addressesNew Idea

    I have customers who think they have a registered community account when they do not.When they enter their email that is not currently associated with a community account, is there any way the platform can check if the entered email address is unregistered and, if so, display a more specific message informing them that the email entered is not a registered email and prompt them to ‘Create an Account’, rather than showing this generic error message?  

    0
    erin.brisson
    Forum|Forum|1 month ago
    Gainsight Employee ⭐️
    shivaniGainsight Employee ⭐️

    Ability to have date type in the Case statement - Rules engineNew Idea

      The out data type here is limited to number, string and boolean. But we have encountered multiple usecases where the final out put fields needs to a date based on set of conditions/criteria.Is this something in road map?This ability to have date type in the case statements is not a possibility in Data Designer also.If we can have the ability then it would be super helpful

    13
    heather_hansen
    Forum|Forum|1 month ago
    Asritha
    Gainsight Employee ⭐️
    AsrithaGainsight Employee ⭐️

    No Inline filters available for Picklist, Multipicklist fields in My Portfolio in Gainsight homeNew Idea

    Hi Team,We could see that, there are no inline filters available for Picklist, Multipicklist fields in My Portfolio in Gainsight home. Customer is asking “how can we enable inline report filters in GS Home?”.Tenant id:a24e1660-4c51-4ad5-bbd6-d43ffabcebadTenant name:Learnshiphttps://share.getcloudapp.com/yAu15QpP   

    8
    heather_hansen
    Forum|Forum|1 month ago
    lyndarContributor ⭐️

    Granular & bulk subscription management (Resources, sub-boards, and tags)Open

    The ProblemManaging content subscriptions is currently high-friction and restrictive. Limited scope: Users cannot subscribe directly to the Resources Board or its specific sub-boards, only to discussions and events. Click fatigue: Users must navigate to every individual page to hit "Subscribe," making onboarding or updating preferences tedious. No topical subscriptions: There is no way to follow specific Tags across the community. Proposed Solution Expand subscription scope: Enable full subscription capabilities for the Resources Board, including all nested sub-boards and resource categories. Bulk subscription preference center: Create a centralized "one-click" subscription overlay or page. When a user clicks subscribe, present them with a clean table of checkboxes so they can opt into multiple categories, boards, and sub-boards en masse. Subscribe to tags: Allow users to follow specific tags (e.g., #ProductUpdates or #BestPractices) to receive notifications whenever that tag is used community-wide. Value & Impact Higher content adoption: Users can easily follow high-value Resource documentation, driving self-service success. Improved retention: A bulk-subscription center reduces setup friction, ensuring users opt into the content they care about immediately. Personalization: Tag subscriptions allow users to curate a hyper-relevant notification feed based on topics rather than rigid folder structures.

    3
    sleslie99
    Forum|Forum|1 month ago
    KimStocks
    KimStocksHelper ⭐️

    Ability to Associate CTAs to Success Plans Directly from the CTANew Idea

    Currently, associating CTAs to Success Plans can only be done from the Success Plan’s Cockpit tab. There is no option to link a CTA to a Success Plan directly from within the CTA itself. It would be helpful to have the ability to associate a CTA to a Success Plan from the CTA view for improved workflow and efficiency.Is this functionality planned for future releases, or are there any workarounds?

    0
    KimStocks
    Forum|Forum|1 month ago
    Gainsight Employee ⭐️
    vchervirala2Gainsight Employee ⭐️

    Restriction of success plan sharing for internal users only at success plan typeNew Idea

    Hi Team,Posting on behalf of Subodh from Auto Desk.Restriction of success plan sharing is currently done for both external people and internal users at the success plan type at once. It would be helpful if the restriction of success plan to external people is enabled at the success plan type level instead of changing this at just the individual success plan. This will help users to create success plans with an associated success plan type, where they can share them only with internal users.

    0
    Gainsight Employee ⭐️
    Forum|Forum|1 month ago
    Gainsight Employee ⭐️
    vchervirala2Gainsight Employee ⭐️

    Restriction of success plan sharing for internal users only at success plan typeNew Idea

    Hi Team,Posting on behalf of Subodh from Auto Desk.Restriction of success plan sharing is currently done for both external people and internal users at the success plan type at once. It would be helpful if the restriction of success plan to external people is enabled at the success plan type level instead of changing this at just the individual success plan. This will help users to create success plans with an associated success plan type, where they can share them only with internal users.

    0
    Gainsight Employee ⭐️
    Forum|Forum|1 month ago
    Gainsight Employee ⭐️
    SrikanthGainsight Employee ⭐️

    Can we get license type filter show up in Permissions Bundle rulesNew Idea

    Hello Team, Can we get license type filter show up in Permissions Bundle rules

    12
    Kartheek
    Forum|Forum|1 month ago
    Jean Walters
    Jean WaltersContributor ⭐️⭐️

    Enable idea creation and status tracking within Groups (for beta feedback)New Idea

    Description:We use Groups extensively to run both open and closed product betas. Groups work well for this because they let us embed Skilljar tutorials/live training schedules via widgets, control access to sensitive/pre-release features, let PMs post directly to participants, and let participants share feedback through posts — all in one contained space.The gap is idea management. When a PM converts a beta participant's post into an Idea, it moves entirely out of the Group and into the general Ideas space. For closed betas especially, this is a problem: the idea (and its status updates) is no longer visible to the people who raised it, and it's disconnected from the confidential context it came from. Participants lose visibility into whether their feedback was actioned, and PMs lose the ability to close the loop from within the same space they're already using to manage the beta.What we'd like: a way for Ideas to live in — or be visibly synced with — the Group they originated from, so that:Beta participants can see the status of ideas raised during the beta without leaving the Group PMs can convert a post to an Idea (or link a post to an existing Idea) without losing the Group context This works for closed/private Groups just as well as open ones, respecting the same access controlsWhy it matters: Idea tracking is currently the one piece of the beta feedback loop that breaks the otherwise-seamless Group experience, and it's a growing pain point as we scale the number of concurrent betas we run through Groups.

    0
    Jean Walters
    Forum|Forum|1 month ago
    scott_496fa0
    Gainsight Employee ⭐️
    scott_496fa0Gainsight Employee ⭐️

    Enhancement Request: Microsoft Facilitator → Gainsight Timeline IntegrationNew Idea

    Customers are requesting native support for ingesting meeting summaries generated by Microsoft Facilitator directly into Gainsight Timeline. As Teams-based AI note-taking becomes more prevalent across our customer base, many enterprise customers restrict full call recordings due to privacy policies — making transcription-only tools like Facilitator the primary source of meeting intelligence. Without a direct integration path, CSMs are manually re-summarizing or copy-pasting Facilitator output into Timeline, creating friction and reducing logging consistency. Ideally, this would function similarly to the existing AI Follow-Up integration, where a Facilitator summary could be mapped to a Timeline activity (with the ability to associate it to a CTA or Success Plan objective), either automatically post-meeting or via a CSM-triggered action. This would meaningfully reduce post-call admin burden and improve Timeline completeness across accounts where recording is not permitted.

    0
    scott_496fa0
    Gainsight Employee ⭐️
    Forum|Forum|2 months ago
    spencer_engel
    spencer_engelExpert ⭐️

    Create a field indicating whether an auto-logged email is Incoming or OutgoingNew Idea

    We’ve recently noticed that for our customers that double as vendors, we’re having a hard time keeping the Timeline clean because vendor-related communication and customer-related communication both get posted automatically. There’s no perfect way to handle this, but a start would be to label all auto-generated activities like this as either “outgoing” or “incoming.” This needs to be a field so that we can filter if necessary. Thanks for considering.

    0
    spencer_engel
    Forum|Forum|2 months ago
    Andrew AppelContributor ⭐️

    S3 CSV File Ingestion IssuesNew Idea

    Hi Team, Posting on behalf of John Cowles for Appian. If you are importing date/time fields into Gainsight and getting null values, there are two separate things going on that are worth understanding.First, any date/time field that carries timezone information, such as EDT or EST, will not ingest directly. This is expected behavior. Ingesting date/time values with timezone info is unsupported by design, so those fields come through as null whenever a timezone is present. To bring these values in, the timezone component needs to be removed from the source data before import.Second, the common workaround of importing the value as a string and converting it with the To Date function has recently stopped working for some files. When a CSV contains mixed date formats, meaning months and days that appear with both one and two digits, the To Date formula fails to convert the string into a date. Gainsight has identified this as a product bug in the logic that parses strings into dates. Engineering has acknowledged it and a fix is in progress, and there is no reliable workaround at this time.The short version is that the timezone behavior is a design limitation rather than a defect, while the To Date parsing failure is a confirmed bug that is actively being worked on. ~Andrew A  

    0
    Forum|Forum|2 months ago

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