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    Idea Pipeline

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    6164 Ideas

    alisapagerdutyContributor ⭐️⭐️

    Hyperlink to dashboardsReleased

    I should be able to link my managers and executives to Gainsight dashboards. My leadership team struggles to leverage and adopt Gainsight because they cannot easily find and navigate to what they need. When they discovered that there was no way to send a link to a dashboard they were shocked as this is a pretty basic function of most tooling. Having my C-levels underwhelmed with the tool is sad for all of us. 

    17
    rrobinson
    Forum|Forum|3 years ago
    dorian_cudinaContributor ⭐️⭐️⭐️⭐️

    Guide Preview Starting From Any StepReleased

    Hi everyone,We feel that it would be really great if you would make it possible to preview guide engagements starting from any step of the same guide. In the current setup, each time that we want to preview our guides, we need to go back to the starting page (on which the starting step is mapped).I believe that we’ve all went through some fights with our guide engagements as well as we all lost our heads at least once while trying to find out “why is it breaking here?”. It’s a learning process. But this learning process and the customer experience as such would be way better if we would be able to fix the problematic step and then to relaunch the guide to continue walking us through from that exact step which we fixed to the last step of the guide.There is also the use case when you are presenting to your internal teams the guide which you just made. And imagine that, unexpectedly, the guide breaks somewhere in the middle during this presentation. You would probably unlink the problematic element and then link it in on the intended page element in some more suitable way, while apologizing to the audience. At this point, you’d probably like to continue your presentation from that step forward. The only thing is that… you can’t - you need to go back to the start and only then the preview will work :)

    2
    broghanzwack
    Forum|Forum|3 years ago
    Jack-Occleshaw
    Jack-OccleshawContributor ⭐️⭐️

    More options when amending buttonsReleased

    Hi Guys, It might just be me, but I seem to struggle with amending previously created buttons. I currently have to go into the coding side and amend colours etc - and the dropdown options aren’t too helpful. is there any way you can bring more options to the drop down to help me quickly amend buttons? if it is at all possible to anchor a button over the top of an image (so we can have custom backgrounds on dialog engagements) that would be amazing! 

    4
    broghanzwack
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    shivaniGainsight Employee ⭐️

    Bringing in session data from PX to CSReleased

    Workaround:PX to AWS S3 integration S3  files as source to AEWith the increased usecases on session level data being available from PX to CS. Is there anything in the roadmap planned to have the session data directly from Adoption explorer in CS ? 

    4
    broghanzwack
    Forum|Forum|3 years ago
    adhirajpContributor ⭐️

    Ability to automatically skip step in GuideReleased

    We have several elements on our pages that might be hidden for a user based on the user configuration or user role.Currently, the guide will fail if it doesn’t find an element that’s mapped for a step. It would be very helpful if it can just skip to the next step in the guide after failing to locate the element hidden by these configuration settings.

    5
    broghanzwack
    Forum|Forum|3 years ago
    rketharaju
    Gainsight Employee ⭐️
    rketharajuGainsight Employee ⭐️

    User Activity should have Expand All and Collapse All optionReleased

    Submitting this on behalf of the customer: The latest enhancement of the user activity page looks pretty good. However, if we have Expand All and Collapse All options it would be easy for search on that page.

    1
    broghanzwack
    Forum|Forum|3 years ago
    emcdougalContributor ⭐️

    Add simple search within user management of PXReleased

    Currently in PX, within User Management, there is no search bar that allows me to easily find a user who has access. If I need to update just one individual user’s permissions, I must scroll through pages of users to find their account. Please add a simple search by name or email that allows me to easily locate one of my users.

    4
    broghanzwack
    Forum|Forum|3 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    The ability for a user to snooze and/or remind them later for an offered in-app Engagement Slider or GuideReleased

    We all spend lots of time on creating the perfect content, presentation, and experience of in-app Engagements and we expect them to help near 100% of our targeted users to become more informed, efficient, effective, and productive. However, no matter how much we try to put the engagement in the right place at the right time, many other factors ... like the user needing to get something else done right away ... the user not having time to focus on this engagement opportunity ... will affect whether a user actually starts and completes the in-app Engagement Slider or Guide. To align more closely to the "Timely" component of our “TRUSt Framework”, adding the option for the user to snooze and/or remind them later about an important Engagement that has been offered would be very helpful in increasing the Engagement completion rates and value. This enhancement would match perfectly to our promise that "The Engagements are presented based on the user’s timing, not ours." We see this type of option in many other familiar applications, such as Slack below: What do you all think about this enhancement request? We would love to hear your feedback. @ciarapeter @mickey

    11
    broghanzwack
    Forum|Forum|3 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Expose Global Context Data In Query Builder and in UIReleased

    Global Context is a great idea but it would be much more useful to be able to use it in the Query Builder, in the Audience Explorer (view it in Recent Activity Details), or in Engagement Analytics.    What are the plans to expose this valuable information throughout the product?

    3
    broghanzwack
    Forum|Forum|3 years ago
    jobin.jamesContributor ⭐️⭐️⭐️

    Prevent dragging KC bot icon outside the pageReleased

    If you accidentally drag the help icon outside the viewport, there is no way to bring it back. Tried to refresh the page and cache. It still is outside the viewport.

    9
    broghanzwack
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    srinivas myakalaGainsight Employee ⭐️

    Limit the KC Bot from being dragged completely off screen.Released

    Posting on behalf of a customer:Currently, there is no limit to prevent the KCB from being dragged completely off screen the Bot behaviour with draggable enabled for reference  https://share.getcloudapp.com/KouJBXG1. When this happens we either have to zoom out or  re-login to view the Bot.It would be helpful if there was a limit to prevent KCB being dragged off completely.

    3
    broghanzwack
    Forum|Forum|3 years ago
    Julie-Pinto
    Julie-PintoContributor ⭐️⭐️⭐️⭐️

    Ability to have "Engagement View" as a step in Funnel ReportReleased

    Posting on behalf of a customer: As a user, I would like the ability to make “View or Complete Engagement” as a type of step in the Funnel Report. Seeing the ability to have the Path Analyzer start/end with an engagement made me want to do something similar in the Funnel report. I would like to see a more simple version in Funnel report where I can tell what % of users made it from “View engagement” to “feature 1” to “feature 2”. 

    2
    broghanzwack
    Forum|Forum|3 years ago
    gatherholtContributor ⭐️

    New Funnel Unusable - Drop Downs Too SmallReleased

    Feature Match dropdown menu is too small to show longer strings.  I cannot expand it and there is no hover to display hidden text. Given the naming structure of our product features, I can no longer use Funnels with this new September’22 update.  

    1
    broghanzwack
    Forum|Forum|3 years ago
    Jack-Occleshaw
    Jack-OccleshawContributor ⭐️⭐️

    Bulk Upload recipients for email engagementsCurrent Behaviour

    Hi Everyone, We have some tools that we have integrated with Gainsight PX and we wanted to look at possibly sending an ‘end of contract’ email to them alerting them of their account closure/access removal.We aren’t currently able to differentiate users from an active/inactive status within Gainsight (say for example a user has left the company and does not need access - Gainsight has no way for us to opt them out).If we could upload a userlist of active users from our tool to Gainsight PX, it could help us target the right people and avoid confusion of people getting irrelevant emails (or spam). I understand we can copy and paste individual names into the audience tab when using the Email Address option, but this is an individual email address - and given we have some clients with 500 users it would be very time consuming to manually add everyone.If we could upload the list to a segment (e.g. CLIENT A - ACTIVE USERS FEBRUARY 2021) and then have that segment as the selected audience - that would be a massive timesaver for us! 

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

    Feedback module in Gainsight PXReleased

    Posting this on behalf of a customer... ------------------------ It would be good to have the possibility do dispatch notification emails based on issue "type". Right now we have one address that receives all the submitted feedback, and we do the dispatching manually – issue to support, feature request to POs, etc. This takes, as you can imagine, a lot of time. So, it would be very good to have the possibility when setting up email notifications about received feedback, to define who receives the feedback. Additionally, since we know what account is sending feedback, it would be good if we could say, send notification email to their account manager (we store that data in PX). Also, adding the web address (and possibly the mapped Feature/Module) where the user submitted their feedback into the notification email would give us more context when analyzing. ------------------------ If you have suggestions, thoughts, and/or also would like something similar for your teams, please let us know. Thanks! @ciarapeter @mickey

    13
    broghanzwack
    Forum|Forum|3 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Bring Timeline formatting into the 21st centuryNew Idea

    We would like to have the following formatting options available when taking notes in a Timeline activity: Changing the font color (you currently have to copy and paste from another doc to alternate font colors) Changing text size (you currently have to copy and paste from another doc to get different sizes) Highlighting Strikethrough Changing fonts Alternate bullet types Ability to press “TAB” to indent text

    6
    Forum|Forum|3 years ago
    lane_h
    lane_hHelper ⭐️

    Advance Schedule for rule chainsOpen

    I have a customer who has a few rules that need to run every two hours. Ideally, they'd like to have them as part of a Rule Chain and only have to schedule the rule chain to run every two hours instead of each rule individually. Is it on the road map to allow Rule Chains to be set to run through an Advanced Schedule? I can also see a use case where I have a set of rules that only needs to run on the first day of a quarter which would also require an advanced schedule.

    9
    andreammelde
    Forum|Forum|3 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Allow All Widgets on Summary to be "Assigned Section"New Idea

    I love the ability for some of the widgets to be “Assigned a Section” (jump to a different tab on the 360) but would like it extended out to all widgets. Some of the default ones, like CSM and Renewal Date don’t allow it (although others do, like ARR) and others like Attributes and Report sections also don’t - I would like for example to show a summary of Support Ticket data (how many open, high priorty etc) and then a user can click on that box to be taken to the Support Ticket tab for more info.I understand when the fields are editable it’s more difficult but perhaps just those that are locked would be a starting point - or those that are editable only the box header is clickable. 

    0
    HollySimmons
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    Brianna GoodrumGainsight Employee ⭐️

    Include Data Export for Hosted Articles within PXNew Idea

    It would benefit PX if we could export data for Hosted Articles that were created in Gainsight PX. At the moment we are only able to export data for External Articles. It is expected that this data could be retrieved in the UI from the Analytics section, via data export through an integration like S3, or using our REST API. At the moment, neither of these are an option.

    3
    Forum|Forum|3 years ago
    nicole_gemmer
    nicole_gemmerContributor ⭐️⭐️

    Add Due Date to Mass Edit for CTAs and TasksNew Idea

    Add the ability to change due dates for CTAs and tasks to the mass edit functionality.  This will allow us to adjust dates as we make changes to our process flow.

    22
    mdowney2
    Forum|Forum|3 years ago
    kumaranbcakContributor ⭐️⭐️⭐️⭐️⭐️

    Publish Home Page without having to request the users to "Make My Home" stepsNew Idea

    Hello There,  We would like to publish the home page without having to request the users to “Preview Home Page” and “Make this My Home”. Whatever is published in home page must be published automatically to the assigned users. I don’t see a way to do that in current setup. 

    3
    bradley
    Forum|Forum|3 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Webhook event for Flagged TopicsReleased

    Upon review of the available webhook events, it seems there are not events for flagged topics. I’d love to see this added, especially considering that there’s a Zapier trigger for it. (However the Zapier trigger has a very limited payload and I’d encourage you to build the webhook event with all of the items listed here: 

    8
    Manon
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Allow admins to customize the page customers see when trying to access a survey that was already submittedNew Idea

    When a customer click on a link for a survey that has already been submitted, a customer sees the following page: Even if in Survey > Design you have enabled “Hide Powered by Gainsight” footer, it still shows this page.Even if you create a custom Page in “Pages” with your own header, footer, and content and use that as your Thank You configuration page in Survey Design, it still shows this page. From Support:Thanks for reaching out to support! Currently, it isn't quite possible to remove that from our surveys as it is hard coded in. With the push for digital CS and the bionic CSM, Gainsight needs to do more for giving us customization and features that allow for whitelabeling our surveys and any other external asset. 

    4
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    ngaralaGainsight Employee ⭐️

    X-org 2.0 Horizon rules migration is not honouring foldersNew Idea

    When migrating assets through X-Org 2.0, Horizon rule folders are not considered, and the migrated rule will be placed in the "uncategorized" folder by default, even if a rule folder with the same name is present.It will be good idea if we can consider folders as well while migrating Horizon rules to reduce manual efforts to move it to particular folder in target org.However, if a report located in a folder is migrated, it will be placed within the report folder, or if a folder with the same name/id does not exist in the target tenant, a new folder with the same name will be created. I would expect parody between these two assets folder migrations.

    0
    Gainsight Employee ⭐️
    Forum|Forum|3 years ago
    KMitchell
    KMitchellContributor ⭐️

    Ability to re-size reporting sections in new C360 (similar to building a dash for Adoption Explorer)New Idea

    Love the ability with the new horizon related list section to be able to add multiple reports from different objects into the general section.It would be a better admin and end user experience if we could have the same look/feel & functionality for building a “dashboard” into the C360 that we do with Adoption Explorer.The new functionality let’s me group reports from similar objects together, but due to minimum sizing req’s I saw on another post, if I only have one widget and the rest are reports, that one widget takes up the entire long top section (not pleasing to look at).

    2
    bradley
    Forum|Forum|3 years ago

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