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    Idea Pipeline

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    6164 Ideas

    andreammelde
    andreammeldeHelper ⭐️⭐️

    JO Simple Programs - Do not require "Recipient Email Address" Major Pain/ Blocker to useNew Idea

    Right now, in the participant fields when you try to create the participant list you must have a field called “Recipient Email Address”. It is a MAJOR pain and frankly blocker to use. The majority of our dataset just have “email” which means we have to go back and change to “recipient email address” which may not be accurate for other places we use the data in. There should be no requirement until mapping THEN you must require something map to “recipient email address”  

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

    Ability to modify CTA type for CTAs created using Timeline entriesNew Idea

    When creating “tasks” via a timeline activity it would be nice to be able to modify the CTA type being created from those tasks. Right now, the auto created CTA from these tasks have to default to what the admin selects on the backend. It would be nice for the end user to modify within the timeline entry the type of CTA these tasks will create. 

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

    Engagement Label Filtering in KCBot Content EditorNew Idea

    We have 150+ engagements to manage in our KC Bot.  We’ve categorized our Engagements using labels in the Engagements list screen.   However, when we manage those engagements in the KC Bot Content Manager, we cannot filter the list of engagements by the labels.   This would also help us ensure that engagements we’ve labeled (i.e. grouped in the Engagements section) are also similarly categorized in the KC Bot Content Manager.

    2
    rterakedis
    Forum|Forum|3 years ago
    josbornContributor ⭐️

    More security for engagements and KC botsNew Idea

    We have security concerns around engagements and KC bots. We have active users from different departments as well as multiple product lines. Right now, anyone can see and edit anyone else's engagements and KC bots. In the worst case, this can result in accidentally losing content or launching content that isn't ready for public consumption. We'd like to see better access control than the user permissions to manage or launch engagements. Perhaps something similar to the private/share/public settings for reports and dashboards could also be also be applied to authoring/modifying/launching engagements and KC bots?

    1
    mmarques
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    User Security Access Per ProductNew Idea

    Currently users with Engagement “Production Launcher” permissions have rights to publish and drafted engagement to any product. This is a concern for us with a larger number of products and staff drafting engagements. We have Product Managers (those who will launch to production) for each product and they should not be able to post Engagements into other products. This problem is further exacerbated by the lack of logging on engagements. This is a separate enhancement request that I will post here but seems tightly related and worth mentioning. 

    1
    mmarques
    Forum|Forum|3 years ago
    candacemarie_mitcham
    candacemarie_mitchamContributor ⭐️⭐️

    Gainsight Assist - cc'ing emails to multiple accounts w/i GainsightNew Idea

    Use Case:  I handle communications with 1. our resellers 2. customers who have multiple accounts for various reasons, and the email thread that may involve more than one client account so that communication needs to be logged on multiple account timelines.  Currently, in Gainsight Assist if the client account is not evident I either 1. receive a drop down to select the right account, or 2. the timeline activity goes to draft.  In scenario #1 I’d like to option to have a multi-pick list and select all applicable accounts and have that timeline activity appear on all selected accounts.  In scenario #2 I’d like to be able to populate/select multiple accounts as well.  An alternate option would be to be able to open a timeline activity on account “A”, and copy (and/or move) it to an alternate account.

    10
    Forum|Forum|3 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Allow drag and drop of fields between attribute groups in C360New Idea

    Need to be able to drag attributes from one attribute group to another in C360.  Currently takes a delete and bring back in, with the need to reset everything on the field (description/tooltip). It’s a small ask but would make a big difference! 

    4
    spencer_engel
    Forum|Forum|3 years ago
    rschlette
    rschletteExpert ⭐️

    Rename Audience Explorer Activities Feed 'Lifetime' Date Range Last 90 DaysNew Idea

    The documentation on Accounts and Audience Explorer notes that “the Lifetime date option displays activities up to the last 90 days. To filter older activities, use the Custom Date Range option to specify a time period of up to six months at a time.“Given the adjacent options of ‘Last [7, 14, 28, 30] Days’ it is at least counterintuitive that Lifetime would = Last 90 Days. This should just be labeled “Last 90 Days” 

    0
    rschlette
    Forum|Forum|3 years ago
    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Mass Update CSM Field for ManagersNew Idea

     At our company, we have 200+ CSMs and many global language customer needs. We are using NXT with DCRM, and our CSM account assignments are happening within GS. Because of the different team & customer needs, it hasn’t been possible to create a standard mechanism for completing automated account assignments. And, when CSM changes are needed today (i.e. someone leaves, gets promoted, moves roles, goes on PTO, etc) it’s currently time intensive for both the managers and GS admins to complete the re-assignments. This need would also extend to CSM assignments on new accounts too.We’ve been wanting to set up a self-serve account assignment solution that would allow the managers to quickly make these changes on their own--both in updating the account assignments and any associated GS records (CTAs, Success Plans, etc)--without needing the involvement of a GS admin to build a rule or solution.If it were possible to expand the Mass Edit feature to include objects like the CSM field, and make this a user permission we can grant, it would help us build a solution like this. Today’s experience looks like:CSM Manager exports list of impacted accounts and documents the required changes after assessing bandwidth, CSM capabilities and skills, for the new assignments, etc CSM Manager sends file to GS admin CSM Manager waits for GS admin to complete work GS admin builds rule(s) to make required changes GS admin uses Mass Edit (or another rule action) to mass update CTA/task/SP ownershipAs opposed to a solution like:CSM Manager decides on required changes Manager uses Mass Edit feature, adds filters to get required data set, and submits “Reassign accounts” action Manager uses Mass Edit feature to decide which CTAs should be reassigned This is especially important when these requests are time sensitive and limited by the admins time and bandwidth to complete. 

    0
    ajprince
    Forum|Forum|3 years ago
    gunjanm
    gunjanmExpert ⭐️

    Support Derived Mappings in Success Plan Rule ActionNew Idea

    This is what our Success Plan Rules have to look like because derived mappings are not supported in the Success Plan Rule actions. We quickly run out of tasks. Please help. 

    5
    darshana.shah
    Forum|Forum|3 years ago
    NishaContributor ⭐️

    Additional Owner field in Call To Action rule creationNew Idea

    Hi,Currently in CTA rule creation, we have a primary owner and a default owner field, we would like to have a secondary owner field.So if the primary owner is NULL, then the secondary owner should be assigned. If primary and secondary owner fields are NULL then the default owner should be assigned. Thanks  

    1
    One_Tew
    Forum|Forum|3 years ago
    parxContributor ⭐️⭐️

    Multiple Gainsight PX tenantsOpen

    It would be great if multiple (at least 2) Gainsight PX tenants can track usage data and interact with a single product. This allows the different tenants to independently track PX, show engagements to the user and provide different KC bots. Why is this important?Customizing a product is not unusual for enterprise software. While engagements or the KC bot will work well for standard components they might be useless for customized user workflows. Even though the customer refrains from customizing the software the user workflows might still differ. Individual company policies will render engagements, e.g. guided tours, useless. Customers are very interested in their own product adoption, including individual requirements about what should be tracked. Customers want to bring their own company knowledge into individual KC bots.A single tenant hosted for a customer would satisfy the customer’s needs depicted in 1.-4. However, I will lose the ability to track the customer’s PX.Solution: Two independent Gainsight PX tenants 

    8
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Engagement Launching by External UsersNew Idea

    Our customers see our use of engagements (banners, guides, and tool tips) and wish to create their own. They want to message their users using these tools but are not able to since Gainsight PX is only geared toward our internal use.It would be nice if these external users could be given specific permissions to post engagements to their account users. This would let them include specific instructions and communications overlaid on the product as we would do, but for their specific communication needs on how that customer of ours uses the product and guides their users on the use of the product.

    1
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Sign Up (New Users) Reports For PX AnalyticsNew Idea

    Currently the best place to see signup data over time is within a New User/Account widget on the dashboard. I am trying to dig into this data and do more with it such as export the list of new users. Related business questions would be: How many new users did we have over X time? What role or persona are these users? What brought these users to our platform? Are these users staying in the product?I think that having a standard “New Adoption Report” in Analytics would be good to filter and tease out specific metrics desired around what new users/accounts are coming in and their use of the product. Could answer some standard questions such as “What features do new users use within the first hour/week/month?” Second is adding the event type “Sign Up” to the Query Builder would allow manual setup of the desired details. Current workaround is to use the Audience Explorer to filter for Sign Up Between X and Y to simply recreate the dashboard widget count, and this does allow us to export the list of users. 

    1
    link_black
    Forum|Forum|3 years ago
    cynthiamContributor ⭐️⭐️⭐️

    Ability to filter engagements by those without labels in PXNew Idea

    We’re using labels to help us keep track of the various categories of engagements we have and it would be helpful to be able to create a view that shows any engagement that hasn’t had at least one label assigned to it.  Right now, I have to glance at label in list view, but I can’t easily sort that column.  

    2
    mmarques
    Forum|Forum|3 years ago
    josh_grigone
    Gainsight Employee ⭐️
    josh_grigoneGainsight Employee ⭐️

    Restrict ability to delete CTAsNew Idea

    Team, Bringing forth an idea brought to me via the support channel - are we able to restrict certain end user's ability to delete CTAs? I understand these are embedded within a Visualforce page, but it may be beneficial to limit some users ability to delete CTAs, based on profile or permission set etc. Are there any technical limitations to this? Many thanks, Josh

    8
    angela_domenichelli
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    AbidGainsight Employee ⭐️

    Automatic milestone feature enhancement request.New Idea

    Hi Team,Currently with the existing system design we see that Auto Healthcare  milestones are logged on customer journey on a weekly basis similar to score snapshot calculation.Client ( Progress Unlimited Inc ) is looking for the below improvements:A job should really run Sunday night so the next morning reflects the previous weeks change as folks enter the office.  Finally, an option of daily should be available apart from the existing options of weekly and Monthly. The update waiting until the next week is too long. These jobs should update real-time or at a minimum on a daily basis so the Health Change is flagged in the Customer Journey. Waiting until next week when an account has gone from green to Red is too long.Docs: https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Automatic_Milestone_Types#Health_Score_Change   

    0
    Gainsight Employee ⭐️
    Forum|Forum|3 years ago
    Bharati
    BharatiContributor ⭐️⭐️

    Identify bot for an engagementNew Idea

    A feature to map the dependencies, like which bots include with engagements will be useful.I was trying to delete/pause an engagement, but couldn’t as it was included in a bot. There are more than 10 bots in my product tag and I had to individually check the bots.So,  it would be good if there is a facility to know which bot included a specific engagement. 

    1
    rterakedis
    Forum|Forum|3 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Dynamically Select Google Search Knowledge Base URL for each BotNew Idea

    I have a customer using Google Search knowledge base integration but they would like to be able to assign a specific URL to each bot, based on language.  The use case here is that there are separate documentation sites for each language of documentation, which have unique URLs: https://help.company.com/espanol/vshttps://help.company.com/support.html

    27
    mmarques
    Forum|Forum|3 years ago
    mzacher13Contributor ⭐️⭐️⭐️

    Option for Admin to disable tasks on Success Plan Timeline so they don't show up as TO DO Tasks with Type Objective or make the tasks type activityNew Idea

    Option for Admin to disable tasks on Success Plan Timeline so they don't show up as TO DO Tasks with Type Objective or make the tasks type activity.  Since we calculate ROI from our success plan this is throughing off our calculations.

    1
    heather_hansen
    Forum|Forum|3 years ago
    johrickwijma
    johrickwijmaContributor ⭐️⭐️

    Making it possible to write an article in several languagesOpen

    As an example, we have customers who are Dutch, but we also have a large group who speak English and do not master the Dutch language. It would be nice to be able to write an article in several languages, so that the customer can switch to read the topic in his/her language without affecting the content or having the other language in the topic itself. 

    1
    Cristina
    Forum|Forum|3 years ago
    Andrea Mendoza Picazo
    Andrea Mendoza PicazoContributor ⭐️⭐️

    Placing columns in a different order and saving it in the viewOpen

    To manage our community, we need to create different views with filters and columns. On the moment, I am missing two functionalities here:Being able to rearrange columns as I want, since depending on the overview, some may not be as important as others, and it helps me to have a better overview Being able to save the columns I chose in the view. When saving a view, only filters are saved, but not the columns. This means I have to select the columns I want to see s every time I go into each view.We saved around 10 different views to manage our community, so these two functionalities would really save us a lot of time. 

    1
    Cristina
    Forum|Forum|3 years ago
    abeck0625
    abeck0625Contributor ⭐️⭐️⭐️⭐️

    Gainsight Home Widget Drill-DownNew Idea

    We’ve implemented Gainsight Home which I believe is a great way of personalizing the Gainsight experience. One request that we keep receiving from CSMs is to make this widget ‘clickable’. Currently, they see a distribution by health, but can not drill down to see which customers’ health score is red. For the NPS, they’d also like to see detractors, but can not click the widget. Same for CTAs, it’d be awesome if they could jump to their overdue CTAs from here. This would be a huge improvement in user experience. Is there anything like this planned?

    0
    abeck0625
    Forum|Forum|3 years ago
    brian.atkins
    brian.atkinsContributor ⭐️⭐️⭐️

    Add fields to feedback reportsNew Idea

    The fields that are provided via the Feedback report export are very limited, it would be great if we could add additional fields, including custom fields to help understand sub categories of users that are asking for the feedback.As it stands today it is pretty limited and these are the only fields provided: Category Description Subject Feedback Path Feedback         Full Url Date

    1
    brian.atkins
    Forum|Forum|3 years ago
    brian.atkins
    brian.atkinsContributor ⭐️⭐️⭐️

    Add the actual clicked link in the engagement data exportNew Idea

    Please, please, please provide the ability to download the the specific link that someone clicked on during an engagement data export, the export includes the count of clicks but not what was clicked.  Hovering over the data in the data explorer is not a reasonable option.Let me challenge the PX Product Team Further - how about having a 1st principle where you provide all data that is available via downloads, not have us have to request each field.  There are multiple instances in the app where data is available, but you can’t get it either via the download or the API, which leaves us frustrated. See this related discussion:  

    0
    brian.atkins
    Forum|Forum|3 years ago

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