Product Ideas

5890 Ideas

AndrewKHelper ⭐️

Some legitimate CSS properties are not recognized by the community platformNew Idea

Hi all,I noticed several CSS properties are not recognized by the custom CSS interface and result in an error that prevents publishing.So far, I’ve found the following unrecognized properties:aspect-ratio gap row-gap webkit is also not recognized Idea:Instead of preventing publishing how about a warning with the option to “Publish Anyway” Thanks!

Forum|Forum|4 days ago

spencer_engelExpert ⭐️

How to Report on Cheat Sheet UsageReleased

I know that there is a desire for easier reporting on Cheat Sheet usage data, and I agree that it would be nice to have this data in Report Builder, perhaps in the GS Asset Usage Tracking object. In the meantime, however, I did want to share how we are reporting on Cheat Sheet (note: this only applies if you have access to Gainsight’s Administration tab.) If you go to your Administration > General > Gainsight360, you’ll see two different relevant reports: Overall Usage Page Views Events and Feature Usage. In both of these you can access the filters and manually change one to include “contains Cheat Sheet.” Here’s how the filter looks for the Overall Usage Page Views Events tabular report. I changed Filter F, and from here can download the data and manipulate it via Excel. As for the Feature Usage report, this is a report that shows count of actions by feature. The individual Cheat Sheet actions Gainsight tracks are actually pretty detailed and clearly labeled in my opinion, so I found this quite useful. Again, since we cannot actually add filters, I simply changed Filter D to include “contains” Cheat Sheet.The report is set as a pie chart, but I found that changing it to a bar chart is better because you can more easily see the individual events, whereas the legend in the pie chart cuts off the legend and requires a bunch of scrolling. Here’s what it looks like. Hopefully this helps!

Forum|Forum|4 days ago

romihacheVIP ⭐️⭐️⭐️⭐️⭐️

Allow custom display titles on dashboard widgets (independent of report name)New Idea

Problem:Widget titles are automatically pulled from the report name, which creates a UX conflict: report names need to be descriptive for discoverability and organization (e.g. "Avg NPS Current Quarter (Accounts XYZ Only)", but that same string becomes the widget title in dashboards, where it often gets truncated with ellipses.This is a behaviour across all report types, but it's especially noticeable with KPI widgets, which occupy a small space and rely heavily on a clean, readable title to communicate value at a glance. The ask:Allow admins to set a custom display title at the dashboard/widget level, independently of the report name when desired. The report name stays untouched for search and organization, but on the dashboard, you could show something concise like *"Avg NPS Current Quarter"*, which is enough when the surrounding context already tells the story. As a nice complement, the full report name could be shown on hover prefixing the report description.

Forum|Forum|4 days ago

ChristineTTContributor ⭐️⭐️⭐️

Integration with CannyClosed (Won't Do)

Similar to other ideation integrations - would love an integration with Canny. This is the current tool we use to gather input and ideas. Would be wonderful to have these sync and displayed within our community!

Forum|Forum|5 days ago

sam_budderyGainsight Employee ⭐️⭐️

Write back to CC using Salesforce ConnectorClosed (Won't Do)

It would be useful if the Salesforce connector allowed for SFDC details to enrich the user fields in the community to be used for roles, content and group allocations.

Forum|Forum|5 days ago

xavier.kerouantonContributor ⭐️

Upgrade Zendesk integration for multi-brandClosed (Won't Do)

Currently the integration does not correctly manage Zendesk instances which are multi-brand.For exemple, our Zendesk instance is organized with multiple brands:- 4 brands for supporting our clients- 2 brands for supporting certain end-users- 4 or 5 additional brands for [mention specific purpose]zendesk Our community is primarily aimed at our clients, so we want to ensure that:1. Federated search: We want the federated search to include content from the Zendesk Guide of our 4 client support brands. Currently, the search only covers the default brand in Zendesk. As it stands, the federated search is incomplete. 2. Self-service score calculation: Currently, the self-service score calculation aggregates tickets from all Zendesk brands, whereas we only want to consider tickets from our 4 client support brands. This results in inaccurate calculations that cannot be effectively utilized.

Forum|Forum|5 days ago

SahraContributor ⭐️⭐️

Tags in the ideas to the product board through the CC IntegrationClosed (Won't Do)

Hi All, Our product team would like to send the tags that are available in the ideas to the product board through the integration. Anyone have a workaround or easy fix for this?

Forum|Forum|5 days ago

DavidSilvaContributor ⭐️⭐️

External Actions - Make GET Request ActionableClosed (Won't Do)

Hey Team! Wanted to share some thoughts on the External Actions feature - more precisely when using a Get Request. This Action is useful, but it seems that we can only get data and not really do anything with it. At best, we can link that action to a Rule and get a downloadable file with the results of that Get Request.Use Case:One of the Use Cases I am having now is getting additional context from Intercom Conversations (specific Custom Fields that the default Intercom Connector doesn’t sync).So the idea would be to get already existing Conversation IDs in our Gainsight Object and make a get request to get these Custom Field values and then update them within the same Object. Kind of like a circular flow.Thanks!

Forum|Forum|5 days ago

HollySimmonsHelper ⭐️

Set Display Name for Reports in DashboardNew Idea

We have a number of different dashboards which ultimately have the same types of reports on them, but for different filters. I’d like to have the names of the reports which are shown on these dashboards as simple as possible, e.g. “Customer List”, “By Health”, “By Stage” but I cannot save multiple reports with the same name (to satisfy each dashboard view) so have to instead add extra information which is not needed in the dashboard view (as that’s implored via the dashboard name itself), and can often mean that the names for widgets are cut off due to the length. Ideally would be able to set a different display name for the report on the dashboard itself.

Forum|Forum|5 days ago

Edward.CastroContributor ⭐️

Admin feature to set comments from newest to oldestDiscovery

The default view in community posts are set to show the oldest reply first, when intuitively it is of more value to have the newest posts be the default. We realize the users themselves can change this view, however, some may not realize they are able to so it maybe beneficial to our community and possibly others to allow admins to make the choice for this setting.

Forum|Forum|7 days ago

david_narunskyContributor ⭐️⭐️⭐️

Ability to @mention a user in chatter when creating a CTANew Idea

When creating a CTA for Risk, we want to be able to notify the Account Exec when the CTA is created. We typically use chatter for a manual reach out, but would like to @mention the AE in chatter at the point of CTA creation. This allows the AE to be more quickly prepared when they have the conversation with the CSM. We’ve tried putting @mentions in the comment section of the CTA rule, both with and w/o using tokens. The text shows up in the comments as expected, but the @mention doesn’t link. @meenal_shukla FYI

Forum|Forum|7 days ago

gurukiranContributor ⭐️⭐️

Manual CTA for multiple accountsNew Idea

Apply CTA for multiple accounts Manually. Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab. It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA.

Forum|Forum|7 days ago

kschottContributor ⭐️

Enter more than one of the same segment filter typeOpen

I’d like to be able to use multiple of the same filter type in a segment, which is currently not possible. As an example, I’d like to be able to create a bounded range for registration dates, in order to address and create experiences for different stages of newcomers to the community. In this case, I’d need to use multiple of the “registration date” filter: one for less than X days and the other for more than Y days.Example: To reach people who are new, but aren’t immediate newcomers, I’d want to target people between 90-120 days. So, I’d need two filters: “Registration date more than 90 days ago” and “Registration date less than 120 days ago”. I can only currently use one at a time; the latter filter always supersedes the former.

Forum|Forum|7 days ago

pawanthallapalliContributor ⭐️

Update your Customer Goal Metrics via Rules Engine or APIsNew Idea

Current LimitationCurrently, there does not appear to be a supported way to automatically update Customer Goal (Success Plan Objective) metric values in Gainsight through:Rules Engine External Actions APIs Automated data integrationsMetric fields such as:Baseline Value Actual/Current Value Target Valuerequire manual updates within the Customer Goals UI.Business NeedMany organizations track dynamic customer success metrics such as:Product usage Session clicks Feature adoption Engagement trends Health KPIsThese values change periodically (weekly/monthly) and are already available in external systems such as:Pendo Looker Snowflake S3 Product databasesCurrently, although Gainsight supports automation for CTAs, health scores, and custom objects, Customer Goal metrics remain largely manual, creating:Additional operational overhead Manual maintenance effort Risk of outdated customer goals Reduced scalability for large customer portfoliosRequested EnhancementWe would like Gainsight to provide native support for updating Customer Goal metrics programmatically through:Rules Engine actions Public APIs Connector-based updates External Actions / Event frameworkSuggested CapabilitiesSome possible approaches could include:Exposing Success Plan Objectives as updateable objects in Rules Engine Providing REST APIs for Objective metric updates Supporting automated metric synchronization from custom objects Enabling dynamic metric mapping within Customer GoalsExpected BenefitsReduced manual effort for CSM and CS Ops teams Better alignment between product telemetry and customer goals Real-time progress tracking Improved scalability of Success Plans More accurate customer success reportingExample Use CaseA customer goal such as:“Increase Webpage Session Clicks from 8,000 to 15,000”could automatically update the “Actual Value” every month using product analytics data from Pendo or Looker, instead of requiring manual updates by the CSM.

Forum|Forum|8 days ago

spencer_engelExpert ⭐️

Ability to Filter Timeline Entries for Cheat SheetNew Idea

Hi there - I see that in this next release, there will be more ability to customize Cheat Sheet sections. That’s all well and good, but what we need is to filter the actual data that’s going into Cheat Sheet. I agree with this idea about adding more data sources into Cheat Sheet, but this idea is strictly related to Timeline entries.Right now, we’re stuck with every Cheat Sheet looking at exactly the last 6 months of all Timeline entries. Our issue is that we automate quite a few milestones (CSM change, Status change, Stage change, etc.), which are helpful in other areas of the product, but are more or less useless when it comes to Cheat Sheet. I’d like to be able to filter out Milestones for Cheat Sheet, but this is not possible. While we’re at it, I’d like to be able to filter on the following: Type (as mentioned above) Milestone Type (just in case we do want to include some milestones Activity Date Custom fields Thanks for considering.

Forum|Forum|8 days ago

krishna_reddy_kGainsight Employee ⭐️

Bulk Sponsor TrackingNew Idea

Sponsor Tracking: We have an option to add more than 1 contact to the sponsor tracking but these contacts should be from the same account. What if I have around 5K contacts from 1000 accounts? Should I go to each account and add to the sponsor tracking? It is not going to work for anyone. The current existing UI for sponsor tracking is working for the users who would like to track contacts one by one but not working for customers who wants to start using Sponsor tracking because they are expecting an easy way to add all the existing contacts to the sponsor tracking. 4 customers reached out to us for bulk sponsor tracking in the last 6 months.It would be benefit for the customers if we provide a UI to upload CSV with the list of contacts to track and Gainsight should process them and add to the sponsor tracking.

Forum|Forum|9 days ago

HollySimmonsHelper ⭐️

Ability to accept initial Sponsor Tracking updates when confirming the tracking itselfNew Idea

Currently when a profile is found for Sponsor Tracking you have to go to Suggested Profiles tab to accept the tracking and then REFRESH the page to have the updates show on the Profile Updates tab. This extra step is often missed by CSMs as they accept the profile(s) and believe that’s all that needs doing. It would remove a lot of friction of accepting the initial Title and Location was possible in the same flow as accepting the profile itself.

Forum|Forum|9 days ago

jenlproHelper ⭐️

Ability to make a field Mandatory even when legacy records have NULL valuesNew Idea

It would be great if Gainsight allowed you to mark a field as mandatory post-creation despite existing records having null values. I would love it if one of the two were true:Field can be marked mandatory if there are null records, but records with NULL values will prompt field population upon next “edit” on the record page (ie if field is on C360, next time C360 is in “edit” mode, there is an error to populate the field before saving) Field can be marked mandatory with Admin prompted to set a default value which will automatically populate for all NULL legacy records before field was mandatory.The process right now is too clunky and time-consuming. This would save a lot of time, make the admin experience much smoother, and help with data integrity. (and yes, I do have previous Salesforce admin experience and am missing this functionality greatly in Gainsight 😭)

Forum|Forum|9 days ago

ArthurVVContributor ⭐️⭐️

Saved color palette in engagement editorNew Idea

Currently the engagement editor has a palette of about 30 default colors that can be easily applied. It would be nice to enter hex codes that match the theme of our product and save these into this color palette to allow easily applying colors for text, headers, buttons, etc.

Forum|Forum|9 days ago

AshtonContributor ⭐️⭐️⭐️⭐️

Engagement History Tracking/Audit CapabilityNew Idea

Engagements have significant ramifications for what end users see. Given the power and speed as which mistakes can be made it would be good for audit purpose to know who made what changes on an engagement. As engagements are not protected by either the creating user or the product (anyone with Engagement permissions can edit any engagement) it is very possible for others to make unwanted edits to an engagement that could then go out and be problematic with no way to identify the cause. Ask is for a historical log of who made edits to engagements.

Forum|Forum|9 days ago

efoleyHelper ⭐️

Expand Dynamic Date Filter Presets in ReportsNew Idea

The date filter in reporting currently offers limited dynamic preset options (Last 7 Days, Last 30 Days, Last Week, Last Month). These are limiting when trying to analyze data across more meaningful business timeframes.We'd love to see additional dynamic date presets added, such as:- Last 90 Days- Current Quarter / Last Quarter- Year to Date (YTD)- Last 12 MonthsThese are standard reporting intervals, and having them available would significantly improve the reporting experience for teams who review learning data on a quarterly or annual cadence. Manually setting date ranges as a workaround adds unnecessary steps, plus this doesn’t work when trying to schedule reports since the dates don’t roll.

Forum|Forum|9 days ago

gunjanmExpert ⭐️

Allow Export from CTA Mass EditNew Idea

For documentation purposes, we like to retain a record of which CTAs were adjusted for whatever reason. It is annoying to essentially have to rebuild that report twice in order to get an export and then to be able to actually do the update. It would be good to have a download option right from the CTA Mass Edit view. Obviously affects Tasks and Success Plans too.

Forum|Forum|9 days ago

JiteshGainsight Employee ⭐️

Request to have Audit logs in UI for any change in SAML connectionNew Idea

Raising this Idea on behalf of a customer.They have raised a concern that their SAML connection has been removed and this went unnoticed since only 2 of the users actually login through SAML and from support we were unable to identify who has performed it since the logs are only available upto 30 days of time. We request the product team to review the possibilty to add audit logs in UI so next when someone makes any changes to SAML connection the changes can be reviewed by the admins.

Forum|Forum|9 days ago

cm-rob-sContributor ⭐️

Mass import users to groupsNew Idea

You need to add functionality that allows for mass importing users to groups.

Forum|Forum|9 days ago

mmueContributor ⭐️⭐️⭐️

Automated content translation feature (eg. Google Translate, Deepl etc)Development

Hi there,we are pretty excited about the upcoming new multi language features. As our content is 99% in German right now, we could imagine, that an integrated automated translation feature for the existing content would come really handy. That way, we could display the existing German content also to our international community, that we’d like to grow and not have to start from scratch.Google Translate or Deepl would come to mind for this purpose.Let’s see, if others would be interested in something like that, too.Best,Marcel

Forum|Forum|10 days ago

Idea Pipeline

Filter by idea status

Filter by product area