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    Idea Pipeline

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    6164 Ideas

    ana_gHelper ⭐️

    Include Journey Orchestrator Dependencies in Data ManagementNew Idea

    We’re doing a little spring cleaning and I noticed that there is no dependency section for objects used in JO programs (unless I am mistaken?) This is a huge blind spot and can lead to email programs not working if data is inadvertently deleted before the program is rebuilt to use a different MDA object. 

    16
    Forum|Forum|3 years ago
    bfoleyHS
    bfoleyHSContributor ⭐️⭐️⭐️⭐️

    Customize Subject Line of Gainsight Slack / Email Notifications with Additional FieldsNew Idea

    Hi there, It would be a nice quality of life improvement for the system if we could add some tokens/fields to the out of the box notifications subject line. For example, users will receive a notification like "'A CTA has been assigned to you for X Account" in the subject line of their notification, but without further detail as to who created the CTA, etc. Please let me know if there are any questions. Thanks,Brian

    0
    bfoleyHS
    Forum|Forum|3 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Reflect Manually-Added (via API) Points in Control and AnalyticsReleased

    According to the answer on this question, points awarded via the API are reflected on the leaderboard, but not on the analytics in control. The idea: fix that. :) Use case: See who has the most points during X time period. The user dashboard allows you to do to this using the date filters. However, if the manually-awarded points from the API are not reflected there, it’s no longer accurate or helpful. Related to the use case for these ideas:   And this should be a pre-requisite to this (awesome) idea:  We’ve begun experimenting with engagement techniques related to those: awarding points via the API for those who mark answers (we get via Salesforce integration) and I’m also offering bonus point bounties to improve reply and answer rates. The API allows community managers to extend and enhance gamification strategies, but this is a pretty big blocker to tracking and measuring engagement. 

    8
    Alistair FIeld
    Forum|Forum|3 years ago
    anirbandutta
    anirbanduttaExpert ⭐️

    Bulk change the Assigned Moderator of threads and ideasOpen

    We use the ‘Assign moderator’ selector to assign threads to SMEs (Product Managers) in our case. SME’s build personal dashboards to quickly sort threads they have to action When a PM leaves the org, these threads fall throughI’d like to be able to bulk assign threads of an ex-PM Moderator to their new replacement from the Control panel.

    3
    Cristina
    Forum|Forum|3 years ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    Inline surveys in Email AssistNew Idea

    Is using inline surveys in email assist on the road map? If so, any sort of ETA?

    2
    Stuart
    Forum|Forum|3 years ago
    Surendra
    SurendraGainsight Employee ⭐️⭐️

    Ability to filter using number of visits on user level in reportsNew Idea

    It would be good to have the option in filters for user attributes, on number of visits in reports.We are able to see this in the UI in audience explorer but not able to apply it in filters.It would be good to identify users who are not adopting and can use these filters to engage them.

    1
    Forum|Forum|3 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Success Plan Gantt in Success SnapshotNew Idea

    It would be very nice to be able to include the Gantt chart visualization of a Success Plan (e.g., only showing objectives and slide per objective incl. tasks) into a Success Snapshot. Currently, Success Plan information is available in tabular format only; the Gantt chart provides a much more insightful and sexy visual for progress meetings and EBR's for example.

    9
    rahul_prayakarao
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Allow dropdown dependencies for Milestone Type dropdownNew Idea

    We have Activity Timeline dropdown dependencies -- hooray. But, I can’t use Milestone Type as a dependency….what?!? Why isn’t Milestone Type a dropdown in Data Management? This means I can’t have dependent dropdown lists from Milestone Type.

    0
    sarahmiracle
    Forum|Forum|3 years ago
    Moller Toma
    Moller TomaHelper ⭐️

    Leaderboard based on past 12 monthsNew Idea

    Is it possible to get the leaderboard or an overview of who has gained the most points in a certain period? In this case, this year (2021). I would like to award a prize based on the year 2021 and not all time

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

    Filter by Content Type on Success DashboardReleased

    It seems articles are included in the “Single User Topics” metric on the Success Dashboard.I’d like to be able to filter those OUT (as well as other content types, if needed), given that articles and some other posts may not be designed to elicit replies. Alternatively, the Success dashboard could be build to focus on just questions. That’s what most of the other metrics center around and including other content types introduces a lot of noise into those numbers. 

    7
    Aleksandra
    Forum|Forum|3 years ago
    lesliesmith
    lesliesmithContributor ⭐️

    Ability to set 'Log Activity' as required when updating a manual Scorecard measureNew Idea

    Use Case: We allow CSMs to set their ‘Sentiment’ manually as a Scorecard measure.  We would like to then require an activity to be logged with notes as to why they have selected their choice.  Would be nice if we could precheck the ‘Log Activity’ checkbox/require to ensure notes are entered.  

    3
    ChiragJ
    Forum|Forum|3 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Export Option on NPS 2.0New Idea

    Our Marketing team loves the NPS 2.0 tab, and it would really great if there were some export options on that tab.  For example, my Customer Advocacy Manager adjusted the filters to display the results she wanted, and then, would have loved to be able to export the list of responses into a CSV file.  I know you can rebuild the reports in Report Builder, but for someone who doesn’t need to build reports at all or know how to navigate report builder, adding an export option on the tab itself would be a quick way to get the info without having to reach out to me for a report.

    6
    sarahmiracle
    Forum|Forum|3 years ago
    shiv_kumar_katiyar
    shiv_kumar_katiyarGainsight Employee ⭐️⭐️

    Pivot option in Data DesignerReleased

    Using Data Designer, is it possible to 'pivot' in the Preparation stage, as you can pivot in bionic rules setup? If not, is it in the road-map?

    4
    Prateek Parashar
    Forum|Forum|3 years ago
    tom_gerth
    tom_gerthGainsight Employee ⭐️⭐️

    Better Error messaging for failed S3 rulesNew Idea

    Currently when an S3 data set task fails for a reason besides the file simply not being present in the S3 bucket, we get an error that reads "Records: -1". This provides no helpful information to the customer to even begin troubleshooting their source file to see what could be missing/misconfigured. A perfect example was a situation where a customer was trying to push a string value to a number field. With just the error that read "Message: 38, Records: -1", the customer is not offered any direction in what the root issue might be, thus leading to confusion in what to do next. It would be helpful if we could provide better error messaging in these task failures so that customers can be more enabled to unstand potential issues with S3 data.

    5
    heather_hansen
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Clone custom color palettes for other field valuesNew Idea

    Love custom colors. Just wish I could “clone” my custom color palettes for certain fields, so I don’t have to go through the work of finding and setting all the same hex code colors for values.Example:Using a flattened survey object dataset We ask three questions regarding our product and services Want to create custom colors that will be the same for each multiple choice value, but each question is a new “field” So, this means I have to repeat the same custom color creation three separate times, one for each question fieldInstead, I would like to create 1 custom color set for a field, “clone” it, then just change the field and adjust the values as needed, retaining the same color codes and configuration.

    0
    sarahmiracle
    Forum|Forum|3 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Provide the ability to filter the default full Adoption Report emails so they can be more usefulNew Idea

    Posting on behalf of a customer…   The default full Adoption report delivered via email includes nice statistics and breakout categories for ALL users.  However, since it include ALL users/accounts and cannot be filtered to exclude/include only certain users/accounts,  and it is not very useful. Also, this multi report email format cannot be recreated as a custom Adoption Report or User/Audience Report, so it is not currently possible to get the same summarized insights for a particular set of users/accounts.   Requests: Add the ability to filter the default Adoption report to exclude users/accounts (e.g. internal users) so this default report is more useful Provide the ability to recreate the Adoption report email contents through custom Adoption Report or User/Audience Report.   

    1
    mmarques
    Forum|Forum|3 years ago
    chunmeiluContributor ⭐️⭐️

    Access to global css for high level visual customizationNew Idea

    Gainsight supports css on guide and template levels. However there are multiple css selectors that are not accessible or can’t be customized, for example, 1) triangle (which points to the aligned element) from the engagement guide takes the background color and can’t be hidden using css (No. it doesn’t take transparent color as background); 2) a drop shadow on .apt-guide-popup level remains visible and can’t be customized even after turning off shadow in Settings.  There are also css attributes that are cross templates (e.g., font-family, default text/link color) which need to be set/repeated in every template. Having capability to access/customize global css would help solving these limitations.  

    12
    mmarques
    Forum|Forum|3 years ago
    darkknight
    darkknightExpert ⭐️

    Improve Section display on new C360New Idea

    On the new C360 design, when there are a lot of sections to display, the user has to use a slide scroll bar to see what sections are available Would like the option of having all sections display by default in a wrapped line like this, that way they can quickly see what sections are available and make a choice without having to scroll or select from a picklist.  

    0
    darkknight
    Forum|Forum|3 years ago
    bradley
    bradleyExpert ⭐️

    UI Changes and Improved Documentation on Group WeightsReleased

    This is specifically regarding the new group weights that were introduced in the 6.15 release documented here: https://support.gainsight.com/Gainsight_NXT/05Scorecards/02Admin_Guides/Group_Weights_and_Exceptions In an ‘old system’ example, the weight label in the top right of each measure would dynamically change as one or more measure becomes N/A. This allows you to see what weight is actually being calculated in the score. In the ‘new system’, redistribution only happens at the measure group level if an individual measure becomes N/A, not at the overall score level like before.HOWEVER, unlike the ‘old system’, the labels in the top right of each impacted measure do NOT change to reflect their current weight.  As an admin trying to validate the difference and impact between going from one system to the other, this was very confusing. While the lack of label change is passively communicated via the example, this reasoning isn’t explained and it isn’t clear that it is even intentional.It doesn’t help that the calculation document doesn’t seem to have any update relevant to this change either, and my attempt to validate the re-distribution on the old math seems to have failed (admittedly, this could be user error). As an end-user, I can only imagine how confusing this would be:If you’re used to the old system, you’d expect to see the weighting change and really doubt your admins sanity if you asked them why a weight said 20% not 25% and they said “no no, just trust me”. Even if this is your first exposure, if someone just explained to you that the weights rebalance but you saw no change in the weights, you would also probably question someone's sanity.  If the goal with keeping the weight labels static in this new system is so you can see the defaults, why not include that detail in the mouseover of the weight itself? The displayed label would dynamically show the actual weight contribution to the measure group, and the mouseover would show what the default was set to if someone needed that information.  This would achieve:Functional parity with the existing system (dynamically showing the weight for each measure) Continuity for admins AND end-users who have experience with the ‘old’ system A WYSIWYG display for anyone brand new to this system so they can immediately see the weights as they’re being leveraged Still gives the ability to see what the original default was The documentation piece part of this is mostly to improve the existing documentation to explicitly call out that the labels are static and why, but also to ensure that the calculation documentation is up to date as well. Ideally, this will just be changed and the documentation updated with those changes as well anyways :) Thank you for coming to my TedTalk.

    6
    bradley
    Forum|Forum|3 years ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Allow conditional branching logic in PX surveysReleased

    It would be very helpful to have the ability to utilize conditional branching logic in surveys so that the follow up question can be dictated based on prior the response.For example, if response to question 1 is X, skip to question 3. 

    11
    aharkut
    Forum|Forum|3 years ago
    prathap
    prathapContributor ⭐️⭐️

    Adding Blue color in scorecard 2.0New Idea

    Customer is requesting to add blue color in Grading scheme of Scorecards 2.0. They are requesting to use the more colors as of it is in Scorecard 1.0

    20
    shantan_reddy
    Forum|Forum|3 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow more options besides string fields when comparing fields in Report BuilderNew Idea

    One thing I really like about Horizon Analytics is that we can now compare string fields (this post probably needs to be updated FYI) to one another. This functionality came in handy for me when comparing two different CSM lookup fields in my org. However, I’d like to see this functionality expanded. I have a use case where I’d like to compare two different currency fields. If a customer’s Currency A field is greater than Currency B, that’s a potential red flag. It would be awesome if we could easily report on that. Same thing with date fields. The weird thing is HA appears to allow you to choose non-string fields when comparing fields in the filter, but if you click apply, it simply doesn’t work unless you’re comparing two string fields.

    4
    bradley
    Forum|Forum|3 years ago
    davebrown2242
    davebrown2242Helper ⭐️

    Collapsible Dashboard ReportsNew Idea

    We are finding that one dashboard style does not necessarly fit all across our CSM segments. We deployed a number of reports in directed dashboards that different GS users may or may not need to see as often as others. If CSMs had the ability to collapse a given report (such as the collapse view in a Salesforce record), users could optimize their daily experience and gain better insights from certian dashboards. Thinking about it, a 'Hide/Collapes' option could remove the report from the dashboard view. Then the 'Collapsed/Hidden' report title can be shown in a section at the top of the dashboard view offering a click option to 'Show/Unhide' the report again. Or only offer it on full horizontal reports if spacing is a concern leaving only the report title and a collape/expand arrow option (identical to the behavior in SFDC records). Not sure the best way to do it, but I know it would greatly improve the CSM experience and aid our internal team in getting more CSM addoption. Any thoughts?

    3
    Forum|Forum|3 years ago
    alextran
    alextranHelper ⭐️⭐️

    Tracking Multiple CTAs on In App Performance ReportsNew Idea

    Posting on behalf of a customer: On guides, there are multiple links that we want to track. Instead of having a general "CTA" column in In App Performance, it would be great to have deeper analysis on which links are clicked into.

    3
    Molly.McQ
    Forum|Forum|3 years ago
    GainsightAdmin123Contributor ⭐️⭐️

    Need an option in Rules to update the SuccesplanDevelopment

    Need an option in Rules to update the Succesplan

    4
    Forum|Forum|3 years ago

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