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    Idea Pipeline

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    6164 Ideas

    andreammelde
    andreammeldeHelper ⭐️⭐️

    Gainsight Home - Be able to publish new default without overriding customNew Idea

    We want to create a new default home, but it will trigger reseting custom home. Ideally, the default home should always be available and then the CSM can toggle to a custom home. This would make managing the GS home across the team far easier. I should be able to publish a new GS Home without wiping out someone’s custom home

    0
    andreammelde
    Forum|Forum|3 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Advanced scheduling options needed for Journey Orchestrator Participant ListNew Idea

    We need client’s to be emailed on the first weekday of each month, but that is not possible with the limited scheduling options for generating a Participant List.  Let’s take 2023 as an example with the options currently available:Option used Issues / exclusions 1st day of the month 1/1 is a holiday and a Sunday 4/1 is a Saturday 7/1 is a Saturday 10/1 is a Sunday 1st Monday of each month (selected because 5/12 months have Monday first, but needed to manually calculate each year which day would have the most business days at the start of the month) January & Sept are (observed) holidays in the US August journey does not start until the 7th (5th business day) 3 months start on a Wednesday, which means emails do not go out until the 6th (4th business day) 1 on a Thursday, emails fire on the 5th (3rd business day) 2 on a Friday, emails fire on the 4th (2nd business day) Clone program each month to fire on the correct day Labor intensive, need to re-map all tokens in all email versions every month  We could solve this with the CRON scheduling tool available in Rules or an OOB option to allow the first weekday.  

    1
    sdrostgainsightcom
    Forum|Forum|3 years ago
    johntrask_bt
    johntrask_btHelper ⭐️

    Admin/CSM View Of Shared ReportsNew Idea

    I don’t believe this exists today, but I would love an admin level view of all shared reports. Or really even something that the CSMs can see all the ones that are scheduled or have been shared. 

    0
    johntrask_bt
    Forum|Forum|3 years ago
    john.cowles
    john.cowlesHelper ⭐️

    Horizon Rules: Allow adding steps in middle of flowNew Idea

    One of the bigger challenges I have had with the rules is that it doesn’t appear you can add a new step in the middle of the flow.  You have to delete everything up to that point, add the new step (e.g. transform) and then rebuild everything.  This is really painful, risky, and time consuming.  For example, we had a situation where we needed to derive 10 case fields in a transformation.  This was the second step in a 5 step flow with actions.  The business wanted to add one more case field and we were stuck because you can only have 10 per transformation.  So we had to delete everything up to that transformation.  Then add the new one and rebuild everything else hoping we didn’t miss anything.  This is very risky.  This request is to find a way for us to add steps into the flow without having to rebuild everything.  

    2
    john.cowles
    Forum|Forum|3 years ago
    saitheja1989Contributor ⭐️

    Relationship Names truncated while logging emails to Timeline(BCC to timeline)New Idea

    We've noticed that our TAM's having tough time logging emails to timeline due to below issues:1. No way to identify whether the Relationship is active/inactive.2. Name of the Relationships are truncated and it's hard to choose the right one.When we try to log an email to timeline via BCC feature it's been a tough situation for our users, as the system displays the truncated list of relationships. On top of this the list is included with the expired/inactive relationships as well.With this, users are unable to identify which one to choose to log an entry. It would be helpful if Admins are allowed to configure the lookup between the GS Assist Plugin and Gainsight. In NXT you are able to configure which fields show up in the in-app search and it can allow multiple fields to show up. Also, it would be nice if this company/relationship search config was added to Administration/Email Configuration/inbound email.  Currently there is no way to configure what shows up in the GS Assist company/relationship lookup, so the GS Assist plugin simply pulls an unfiltered list of Companies or relationships. We really look forward for this enhancement, as this is effecting our productivity of logging emails through GS assist plugin.

    1
    katie_b
    Forum|Forum|3 years ago
    bradley
    bradleyExpert ⭐️

    Horizon Analytics - KPI Widget - Better at any sizeNew Idea

    Currently KPI widgets have a ton of whitespace in them which is begging you to make the widget as small as possible. Doing so however presents several problems: Titles get messed up as discussed here:    If you enable the goal and/or variance features (which are pretty neat btw) the description text vanishes, and you also don’t get anything useful when you mouse over   It would be great if the text can either just be included or (probably the cleaner solution visually) the description text (Goal or Variance) be added on mouse over. Thanks!

    5
    john.cowles
    Forum|Forum|3 years ago
    tom_gerth
    tom_gerthGainsight Employee ⭐️⭐️

    Export directly from Data ManagementNew Idea

    Currently if we want to export data that is housed in the MDA, we need to either build a custom report and export it, or build a rule that exports to S3. Is there anything on the roadmap that will allow us to just export a table straight out of the MDA (Data Management)?  This would be a bit easier since I would not require any extra configuration to retrieve the data.

    11
    Forum|Forum|3 years ago
    bradley
    bradleyExpert ⭐️

    Allow Tokens in Journey Orchestrator Email CCNew Idea

    Mostly what the title says. I’d like the ability in JO programs to use a token in the CC portion of sending emails out. Use case: I have a CSAT survey and I want a conditional wait for an email that only sends on a low score to the case owner. I would like to CC their lead, but it may not be the same lead for each case owner so I can’t just put in a static email. In this case a CTA is not a viable alternative.

    11
    bradley
    Forum|Forum|3 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Make permissions pop-up when saving reportsNew Idea

    Every report is now set to sharing to “private” making it really cumbersome to share reports created with others OR maintenance between multiple admin or ops that only need report access and not data setup access. I would like to set the permissions every time I save so it is part of the workflow, rather than save and it auto set to private. I then have to remember to go back and change……  Ideally, I could set my default to what I would like (for my use case, always public) and then then when the pop-up during save shows I could change to a different permission

    0
    andreammelde
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Add "Permissions" to Dashboard Builder list view as a column to addNew Idea

    It would be helpful to see, at a glance from the Dashboard Builder list view, what permissions each dashboard has (Public, Specific Users, Private...etc).

    0
    sarahmiracle
    Forum|Forum|3 years ago
    timcavey
    timcaveyHelper ⭐️⭐️

    Moderator flag confirmation messageDevelopment

    Some good feedback here from a community member: One thing I have noticed is that the InSided platform doesn't appear to give any kind of clear feedback that my report was sent when I use the Flag/Mod Alert tool. It almost seems like i just press send and then it vanishes. Having something that comes up before the modal disappears would be good. Even a quick banner that says Thanks. Your report has been sent is better than nothing.

    4
    Cristina
    Forum|Forum|3 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Ability to survey randomlyNew Idea

    It would be awesome to tell a powerlist to select 75% of the users and contacts randomly and survey them. This helps to prevent Gaming of the system for some surveys. Right now we have to set up a few powerlists based off an account attribute like account name starts with A-M survey the primary contact and account name starts with N-Z survey the secondary contact. Then we have to go in and change this on a quarterly basis if we want to adjust the "random" nature of the survey. 

    7
    alizee
    Forum|Forum|3 years ago
    pjstrifasContributor ⭐️⭐️⭐️

    Dashboard Sharing PainpointsNew Idea

    I’ve been working through sharing a dashboard to internal stakeholders and I’ve come across a few painpoints on Managing a share.Unable to edit the “Users” list - Completely unable to remove users once shared. I have to recreate the entire “share” item. - When adding a user, I have to create a new share yet appears in the “share list” as an extension of the original share. Yet if I delete the original share, the remaining share only contains the “newly added” users. This is misleading. Unable to edit the Subject full stop Unable to edit the Note full stop. Able to manage the “share type” and “security”.Additional features that would be useful:Share via user group(s). Allows for easily maintaining/managing the distribution of the dashboard without edited/managing the schedule. Share via group email address (distribution list).

    1
    alizee
    Forum|Forum|3 years ago
    Miguel V.Contributor ⭐️⭐️

    Do not allow sending PM without any public interactionClosed (Won't Do)

    Hello Insided,In our community, public help is the main focus and encouragement users. However, sometimes and ultimately, it can be via PM with a private profile that we have for this purpose (cases where we need to ask for personal data or provide more specific help internally).In recent times, due to several factors, we have had unwanted MP input volumes. To mitigate this I would like to know the possibility to create a rule that for new users without any type of interaction (0 topics, 0 replies, 0 posts) does not allow sending a message to PM to the private profile. It's possible?This block would only be for users without any kind of interaction. As soon as the user had any public interaction (topic, post, reply) the possibility to send PM would be available again. ThanksMiguel

    4
    Sebastian
    Forum|Forum|3 years ago
    rterakedis
    rterakedisHelper ⭐️

    Comments in Engagement EditorNew Idea

    Hello,In working with others in my organization on reviewing engagements for look/feel and content, I’d like them to provide comments directly to the editor (preferably without having “Edit” permissions to the engagement).  Additionally, I’d like the ability to tag usernames in those comments and notify those users of the comments where they’re tagged.    In my experience, exporting content from one system to another system where the content is marked up/reviewed/changed then causes several issues:Content Loses Context → documents get lost or misplaced in many Sharepoint, Teams, Slack, or Confluence sites/spaces (or deleted/removed as coworkers leave or change roles).   Sometimes folks forget to include the link back to the specific engagement being referenced, etc. Context Switching Costs Time -- Pulling up two sites (gainsight, sharepoint) or apps (Chrome / Word) side-by-side for reference can be difficult, particularly on smaller screens. Permissions Issues -- Does every stakeholder with Gainsight Access also have access to that other document storage site?

    1
    rterakedis
    Forum|Forum|3 years ago
    rterakedis
    rterakedisHelper ⭐️

    PX - Restrict "Selected Access" to view-only by defaultNew Idea

    As we’re onboarding more users into Gainsight PX, we’ve noticed that the default “Selected Access” role is barely short of “Full Administrative Privileges”.   Could we modify this screen so that when you select “Selected Access”, you start with a “View Only” set of permissions and therefore have to add the specific Editor/Manager roles the user should have?  In its current state, a user could accidentally make changes that could be customer-facing if permission is missed during user creation:  Take KC Bots offline, Pause Engagements, change product mappings (and impact CX integrations), etc. Not Admin, but Almost there…. @jmobley / @kathleenkenny23 / @Hlovett 

    1
    mmarques
    Forum|Forum|3 years ago
    mn185047Contributor ⭐️

    "Sticky" or Saved columns in reports / tablesNew Idea

    If columns are moved, have the columns be "sticky" so the preferred order is saved as the user’s default

    1
    pamela_mackie
    Forum|Forum|3 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow more expanded lookups when configuring MDA reports and global filtersNew Idea

    I kind of tried to explain my use case five years ago with this post but didn’t do a great job. Hoping this time I’m more persuasive/articulate.   I frequently get thwarted by the limitation where Gainsight only allows lookups to go three levels deep on MDA objects (as opposed to SFDC objects, where we appear to be able to go five levels deep. Why the difference??). A common use case is that I have a dashboard that sources both SFDC and MDA objects. When I go to add a global filter for the CSM Manager, for example, I must build that global filter off of the 18-digit User ID in Salesforce rather than the GSID. However, unless my source object is the Company object itself, I’m always stuck with the following.  In this case my source object is Success Plan. So the path to get to the CSM Manager is Success Plan → Company ID → CSM → Manager. But that’s where I get stuck. I’ve already used my three levels, so I’m stuck with the Manager GSID, which does me no good in this scenario. Therefore, I’m stuck with one of two options: Ask my SFDC team to add the User GSID to each user record (not happening) Add the Manager’s SFDC User ID to the MDA User object as a workaround (extra overheard; not elegant)If we could literally just have one more level of lookup, this issue would be almost 100% resolved I think, but it would be nice to have parity with SFDC and have five levels of lookups.

    2
    matthew_lind
    Forum|Forum|3 years ago
    VBennyGainsight
    VBennyGainsightContributor ⭐️⭐️

    Power user PX feature: Change engagement template while preserving contentParked

    If I have a lot of engagements but my company changes its branding, or creates new templates to standardize its style, I would like to have a smooth process to update my old engagements to new templates where I can update the engagement to a new template with preserving content. Many larger organizations will have hundreds of engagements across multiple types, and updating them all to match branding or style changes could be prohibitive. My organization is currently facing this with 75-100 active engagements and it’s giving us pause.Understanding that the content is not necessarily tagged in such a way that makes it easy by default, I imagine this having something like the following workflow:Go to the Templates tab Choose a new template Confirm whether to overwrite existing content or to migrate content (rather than current “this will overwrite existing content” message) Have side-by-side view of the old engagement and the new template, and allow for drag and drop of new content into different areas of the new template. Save.The advantages of something like this is that people will either have to copy their old content out into another program, then paste it back in in funky ways. Alternatively, if they try and update styles to match the new style with the existing content, it’s much easier to end up with style inconsistencies.

    4
    mmarques
    Forum|Forum|3 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    multiple users contribute to a single timeline entryNew Idea

    Use Case: During a client call, there may be multiple people talking to the client that want to contribute to notes and tasks memorialized on a single Timeline entry. Some examples include: CSM Teams that work on a single strategic account (frequency - weekly for these accounts) CSM Managers that join a CSM on a call for a client at risk Account Executive collaboration with CSMs Possible work-arounds explored and issues: Creating separate Timeline entries by each person on Gainsight attending the client call [list=1] Multiple Timeline entries do not have a single source of truth Ineffiencient, duplication of efforts [/list]Request: Since Gainsight is promoting that all poeple who work for the company should be contributing to the Custoemr Success, it would be great if these activities could be updated in real-time by multiple people, such as Google Doc.

    5
    john.cowles
    Forum|Forum|3 years ago
    anna.whitehouseContributor ⭐️

    Ability to share dashboards with Internal CollaboratorsNew Idea

    We would like the ability to schedule dashboards to share with executives outside of the CS org, who do not need access to Gainsight. Currently, it’s only possible to share with users who have a Viewer, Viewer+, or Full license. It doesn’t make sense to assign them licenses, since they will never log into the tool. 

    0
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    More conditions in Generic Survey program conditional waitsNew Idea

    Email Chain programs have so much flexibility for conditional wait criteria, but Generic Survey programs hardly have any. We need to be able to reassess a program participant’s worthiness in a Generic Survey program just like we do with Email Chain programs, but we can’t. Please make conditional waits on Generic Survey programs as rich as it is in Email Chain programs.  Use Case:We use Generic Survey programs to send renewal surveys for our tech touch segment. Before sending a reminder email to the customer, I want to reassess their worthiness by checking their contract end date to ensure it is in the future, as well as their opportunity stage to ensure their opportunity stage hasn’t changed (if they’ve already Closed Won, for example, I need to stop emailing them about completing the renewal survey).  My workaround right now is just to create separate JO programs, but that is a crazy workaround that will have us stacking up our number of JO programs when we could just combine it into one if we had better abilities to reassess program participant worthiness for survey programs.

    8
    Forum|Forum|3 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Stop overlaying tasks in Data Designs and Horizon RulesNew Idea

    When importing a design template into a data space or horizon rule design where another design template has just been imported (and which happens to be very similarly structured), the second design is placed “on top” of the first template.We have to manually move each task in the design to the left or right to see them not on top of the other and be able to manipulate the task below.Relating to @bradley’s recurring white space topic: there is enough space in the canvas for templates not to display on top of one another.I must admit the first time around, I thought my data template import had failed 😅.Can we make sure that a design template that’s imported either in Data Designer or Horizon Rules doesn’t overlay another template that’s been brought in, and instead, detect where the pixels are already “busy” and place it somewhere else.Example below shows the overlay:You can see a thicker line between all the transform tasks You can see a SFDC task I’ve moved to the right for illustration purposes, and a merge task I’ve also moved - lines are thinner  

    1
    bradley
    Forum|Forum|3 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Give us deeper insight into rule metadataNew Idea

    I would like to either have a rules engine filter or an analyzer report that shows us which rules use the Pivot function, Transformations, etc. Even better is if we could see which rules use specific formula fields, such as Case Expression. Thanks!

    1
    TMaier
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    ngaralaGainsight Employee ⭐️

    Allow CTA/Success Plan Rick text field to store local imagesNew Idea

    Currently, we are being allowed to store images from public url in CTA/Success Plan rich text fields. Which is resulting to additional steps for users to store image in public domain and load it. It will be really helpful if this functionality is available in future.

    2
    jessicatang
    Forum|Forum|3 years ago

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