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    Idea Pipeline

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    6164 Ideas

    Gainsight Employee ⭐️
    srinivas myakalaGainsight Employee ⭐️

    Ability to add multiple values at once in PX filtersReleased

    Post on behalf of a couple of customers: Currently when trying to add values in the filters in PX we can add only one value at once and there is no option to either upload a file containing values to be added.It would be very useful and makes life easy if we have an option to upload/add multiple values in filters in one go instead of adding manually each value.Use case: If I have to add hundreds of account/user id in the account/user filter, currently I have to type all those hundreds of id’s, it would be great to have option to make it simpler. 

    2
    broghanzwack
    Forum|Forum|3 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Export feature adoption reportsReleased

    The feature adoption reports contain very useful metrics, such as user and account adoption rate that give us a lot of insights into how well our product features are used. However, in order to visualize these metrics (see also: https://community.gainsight.com/px-product-ideas-23/spiderweb-charts-for-product-adoption-37278), I'd like to export them into a csv file for further processing.

    2
    broghanzwack
    Forum|Forum|3 years ago
    phaneendhar_lingam
    phaneendhar_lingamContributor ⭐️⭐️⭐️

    Account Level Filtering for PX dashboardsReleased

    Hi,   When we’re building dashboards in PX, we’re able to filter out on environment level (prod/qa/dev..) only. Currently, If I have to build a dashboard of metrics for multiple accounts, I’ll have to build N number of dashboards.Can we include account level filtering so that I can build a single dashboard and use filter to view the data for multiple accounts?

    3
    broghanzwack
    Forum|Forum|3 years ago
    avinashthorthiContributor ⭐️

    Js Code in Engagement.Released

    Description: Added the Calendly code to the PX engagement and launched it. However, the calendar does not show up in the engagement. Can engagements handle embedded javascript? code I am adding: <!-- Calendly inline widget begin --> <div class="calendly-inline-widget" data-url="https://calendly.com/aaron-new-innov/30min" style="min-width:320px;height:630px;"></div> <script type="text/javascript" src="https://assets.calendly.com/assets/external/widget.js"></script> <!-- Calendly inline widget end —> As per our understanding, the JS code would be stripped off. Can we take this issue as a valid use case and raise a enhancement request? thanks, Avinash.

    5
    broghanzwack
    Forum|Forum|3 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    SFDC ID in Filtering users in PXReleased

    Currently, we are not able to filter out the users/accounts based on the Salesforce Contact ID/Account ID, even though it is a standard attribute.Even after exporting the Accounts/Audience, we are still not able to get the data of SFDC ID value. Can we make it possible to filter out the data by using the SFDC ID.Here is the video,   

    3
    broghanzwack
    Forum|Forum|3 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    Restart tour option for Engagements In PXReleased

    In PX Engagements currently we have only either “get started” or “close/next” options. Can we have the option like “restart/later/after sometime”. Here is the reference image,  

    5
    broghanzwack
    Forum|Forum|3 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    Ability to filter the overview of top features per user for one customerReleased

    USE CASE: Currently in PX, There is no option to filter the top features which are used by customer. For Example,  There is a customer called “A1” and there are some specific users for that customer. We need the overall features used by the Users of the customer. The steps needs to follow is, 1. select an organization (one of our customers)  2. have an overview of all the users  3. for each user, I would like to see their top used features Below is the reference image, ***With the current design, We can only view the top features but not “which user used How many features”.***

    1
    broghanzwack
    Forum|Forum|3 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    In the Recent Activity section on the PX User Profile, mouseover a Feature should show the full path to the Feature in the PX Product MapReleased

    In the “Recent Activity” section on the PX User Profile, mouseover a Feature should show the full path to the Feature in the PX Product Map.  See example below:   Sample mouseover Feature Map text that should be displayed: We already do this for Page Views, Identify Calls, Custom Events, etc., so this would be a very helpful improvement.

    2
    broghanzwack
    Forum|Forum|3 years ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    Add hyperlinks to email template footer along in addition to the Gainsight unsubscribe linksNew Idea

    Right now in the footer where the Gainsight unscubscribe links are, you can add text but can't add any custom hyperlinks. It would be beneficial to allow this.

    2
    dayn.johnson
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    SrikanthGainsight Employee ⭐️

    Can we un-check "Add Reply-To in Bcc" in Email assist for customers on their requestNew Idea

    Hi Team, Can we un-check "Add Reply-To in Bcc" in Email assist for customers on their request as they do not want to do manually every time. Thanks & Regards, Srikanth

    4
    Ester.Memoli
    Forum|Forum|3 years ago
    CommunityKaila
    CommunityKailaHelper ⭐️

    Member Segmentation and List BuildingReleased

    I would like to be able to segment my members by specific demographic information. For example, running a query to show me all members who have logged in the last 30 days and subscribed to Product Updates.  

    5
    Sebastian
    Forum|Forum|3 years ago
    FiszContributor ⭐️⭐️⭐️

    Warning points for naughty usersNew Idea

    Hi,On Insided I can only remove user posts or ban… and this way is simple when dealing with spammers.But for other users I’d add simple warning point system. For example:1 warning = notification (+ some warning badge on the user’s profile or under avatar). 3 warnings = time ban (1 month for eg.) 5 warnings = perm banOf course I’d make it more adjustable in terms of how long the time ban would be or how many points = timeban / permban and so on. I’d also add an option - is the warning is permanent (or till admin/mod remove it from user) or is it time based (for eg. it automatically clears after year).

    4
    Sebastian
    Forum|Forum|3 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    GET User Badges API Operation for Single UserOpen

    Similar to the GET Assigned Points API, but returning a list of badges that user has received. Use Cases: Integrating community data elsewhere (we’d like to bring it into our platform as part of personalization, highlighting the community  Automating awarding badges (conditions for badges already received) I have a number of multi-level badges where I’ll do a revoke/award so as not to have their profile show multiple levels of the same badge. I have to use custom roles to track if they’ve received that badge before because there’s no way to check a single user’s badge.  Examples Monthly leaderboard badges Trending q&a badges

    1
    Sebastian
    Forum|Forum|3 years ago

    Add ability to grab last activity date via APIOpen

    Tools we want to integrate with inSided can only reflect last comment date, not last activity date. This skews the ability to see correct data on users logging into the community but doing nothing.

    1
    Sebastian
    Forum|Forum|3 years ago
    ebell
    Gainsight Employee ⭐️
    ebellGainsight Employee ⭐️

    Configure "Show data from all children" to be enabled by defaultNew Idea

    Hello Community!I’m you friendly Gainsight Support Agent, submitting this Feature Enhancement on behalf of a customer.In C360 reports, can we configure "Show data from all children" to be enabled by default? This is a constant complaint from our users.   Currently, you cannot configure "Show data from all children" to be enabled by default or to persist permanently until uncheck. This checkbox must manually be checked and then will persist through page refreshes and navigating away from the page. However, the checkbox will uncheck when the User’s browser executes a scheduled browser cache clearing, which is standard for most browsers. Please continue this discussion below and Upvote this Idea if you, too, think this Idea should be pursued! Thank you for your time.Emily - Enterprise Technical Support Analyst

    0
    ebell
    Gainsight Employee ⭐️
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Gainsight Community Post Product AreaReleased

    The Gainsight Community Post authoring page (the one I am using to write this idea) does not have listed any PX product feature areas. The CS product has a breakdown of all the components of the product that the community may wish to discuss, but the PX product is lumped in as a singe line item. In an effort to have better discussions that have more context I would like to see PX better listed along side CS.   

    5
    broghanzwack
    Forum|Forum|3 years ago
    john_apple
    john_appleExpert ⭐️

    Allow Description of field to display as helper text on Success Plans - Plan LayoutNew Idea

    When creating and adding field to the Success Plan type layout, it would be helpful to allow for a field description to be displayed on hover-over or “i” icon to display information about the field’s purpose to help guide CSMs when using the Plan Layout fields.Ideally, this would match the experience for C360 Attributes in NXT

    5
    gunjanm
    Forum|Forum|3 years ago
    samantha_braastad
    samantha_braastadContributor ⭐️⭐️⭐️⭐️⭐️

    View Report Descriptions within C360 and R360 sections (including Summary Widgets)Discovery

    As our CSM's continue to use reports and widgets in both the C360 and R360, they are constantly asking for insight into what data the report entails. This information is included in the report description but is not visible on the C360 or R360 pages. This is forcing us to add out of product documentation to help them understand the data they are looking at.  We would LOVE to have this visibility in the product through either a hover feature or by using the space next to the report name to pull in the text that already is visible in the report description.

    7
    bradley
    Forum|Forum|3 years ago
    harriseilenbergContributor ⭐️⭐️⭐️

    Export function from Data DesignerNew Idea

    I’d like the ability to export the data returned in queries created in Data Designer. Currently you must create a dataspace from the design, create a report in report builder to then export. Use case: I’m typically validating data when first creating a new data space and would like to export and review the data in excel.

    18
    sarahmiracle
    Forum|Forum|3 years ago
    rterakedis
    rterakedisHelper ⭐️

    Clear Engagement Monitoring DataNew Idea

    We’ve been using Engagement Monitoring in the Admin Console for PX to troubleshoot unexpected issues with our engagements.   That said, Engagement Monitoring is difficult to use AFTER you’ve attempted to fix the engagement issues.   Currently, you have to drill down into every error in an engagement to know if the error is still occuring or if there’s new errors present. Ideally, I’d like to see a way where we can do the following:Remove an engagement from the list of engagements with errors so that Engagement Monitoring will populate with *new* engagement errors from that time forward. Remove a specific step name from the list of steps with errors when looking at the error details for an engagement. Both of these features for Engagement Monitoring would make it easier to know when an error has been permanently fixed or when a new error arises. 

    2
    mmarques
    Forum|Forum|3 years ago
    seth_schroeder
    seth_schroederGainsight Employee ⭐️⭐️

    Export Option for Timeline ViewNew Idea

    While the Timeline view is still in Beta, one additional feature that should be added is the ability to export all recorded notes in some format.

    13
    pjacobson-miller
    Forum|Forum|3 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Use Survey Response To Update Attribute in PXCurrent Behaviour

    My customers often want to survey their users in order to have them self-select certain attributes.  It would be great to be able to map their responses back to the User or Account attribute fields in PX.  For example, “What describes your level of experience with XYZ” and then write the value “Beginner” back to the User Custom Attribute “Experience Level”.

    2
    broghanzwack
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Engagement Audience Expected SizeReleased

    When creating an Engagement today there is no way to know the size of the population from within the engagement creation screen. The business need for this is to better understand how many users are going to be seeing an engagement. Sometimes a communication is meant for just admins or just for specific Accounts. Having a validation of the size of the audience helps ensure that we have created the audience logic correctly. The ask would be to have a widget/panel on the engagement audience configuration page, that shows the running expected audience. It may need some filter options within it, such as how many days back to check for active users.The workaround that we are using now is to open the Audience Explorer and recreate the logic from the engagement. Then it will show us the size of the population using the count of users at the top of the page.

    2
    broghanzwack
    Forum|Forum|3 years ago
    bradley
    bradleyExpert ⭐️

    Data Designer - Consistency in Displaying Filters and ValuesOpen

    This is primarily for Data Designer, but likely shows up in Horizon Rules as well, I just haven’t tested it. The basic issue is mostly a semantic one, but I’ve noticed that a filter will show up differently depending on where you look and it can be a bit confusing, and the filter itself may not even match the data you’re filtering which is really weird. Example 1:This is viewed from the ‘Details and Summary section:Same filter set, but viewed from the “filters” section of the task: Example 2:Viewed from the Details and Summary section: Here is the actual data shown in the preview: There is no “Yes” value, it’s a boolean that has values displayed as “true” or “false”. I understand these are equivalent things in context, but I had to do a double take to make sure I had my filters set up the way I wanted. I would also imagine this would be extra confusing for a new admin, especially date related filters not matching. A small but helpful admin quality of life improvement and overall consistency with the product.

    3
    cmultanen
    Forum|Forum|3 years ago
    cakritContributor ⭐️⭐️

    Improve the development lifecycle for engagementsDevelopment

    Trying to do iterative development on engagements is very painful and time consuming, especially when you enable triggering them from the KC Bot. Anyone with a rudimentary exposure to software development lifecycles knows that you should never work directly on what’s in production. Since there’s no real versioning or branching support, you end up cloning active engagements and the active KC Bot, changing the audience criteria and working on the new version.Working on the clones is also painful, as you need to constantly pause the Dev Bot or remove the engagement from it, then pause the engagement and then work on it. Actually, if you have the engagement open before you pause the bot, it will keep complaining it’s being used in an active bot, even if you have since paused it. The engagement doesn’t refresh the bot’s state after every attempt to pause the engagement. The opposite happens when you work on a bot, to add an engagement. It doesn’t refresh the engagement state, when you try to enable it after previously pausing it. In both cases, you need to go back to the list of engagements or bots and reopen it.  After you do all that, you hit the next snag. Preview mode is fine, but you really want to see the thing published in prod, so that coworkers without access to or knowledge of Gainsight can evaluate and provide feedback (call it QA). So you need to keep publishing changes to your dev version. The issue here is that you’re never really sure how long it will take for someone to see the new version of the bot or engagement. Sometimes it’s a few seconds, others it’s minutes and sometimes you need to clear all cookies or start a session in incognito. I don’t know the internal limitations of your solution, but I do know that you need a better way to support quick iterations, probably via some kind of versioning or branching system. Perhaps that system would be combined with the ability to launch an engagement to staging, i.e. a control of which version/branch goes to staging vs which one is visible in production. The FE warnings that I can’t edit X because it’s used in Y need to be replaced with an automation that protects the system, without adding unnecessary overhead to the user. e.g. when you tell me that it’s used in an active KC Bot, ask me if I want to pause the bot or remove the engagement from it, something better than the current process.

    8
    rterakedis
    Forum|Forum|3 years ago

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