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    Idea Pipeline

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    6165 Ideas

    ag543Contributor ⭐️⭐️

    Badge trigger - More options for badges (clickable areas)New Idea

    It would be nice to have more control, either through allowing different shapes for the clickable area or using a CSS selector to identify the clickable area. Based on the current badge options, we have to use an image, either Gainsight’s icons or an uploaded one, and the clickable area is always round. I would like to trigger engagements via a badge from:An icon that’s added in our code, rather than Gainsight’s icons. Icon added in our code  A text link that’s added in our code.| Text link  For #1, my workaround is to upload a transparent image that I can position over our icon.Uploaded transparent image (border added to assist in positioning)For #2, I tried a workaround that Gainsight support suggested. I mapped the text link as a feature and then used that in the audience logic to trigger the guide automatically. This works but there’s a noticeable lag. Audience logic for mapped text link   

    7
    link_black
    Forum|Forum|4 years ago
    caffeinatedadmin
    caffeinatedadminContributor ⭐️⭐️

    CRON expressions options within Journey Orchestrator - Sync schedule settingsNew Idea

    I would like to request the ability to add CRON expressions for same day recurring syncs within Journey Orchestrator program schedule settings. We are currently utilizing multiple programs and/or queries to accomplish this as a work around but it would be great if this were built it.  Even if not CRON expressions, but to have a way to have a program sync on a schedule more than one time per day.

    5
    sagan_sherlin
    Forum|Forum|4 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Accessibility Enhancements for Knowledge Center BotNew Idea

    Are there any plans for adding accessibility controls to the Knowledge Center Bot widget or Embedded Bot?  Being able to launch the bot from a keyboard stroke is nice but also having the ability to navigate the tabs and articles would be a great enhancement.

    4
    aroberts
    Forum|Forum|4 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow More Scorecard ExceptionsNew Idea

    Right now, I have a customer who would like to heavily leverage scorecard exceptions, but they ran into a limitation in which you can only add three criteria per exception and five exceptions total. It would be nice to expand this capability, especially for customers looking to implement more advanced logic and/or have a lot of scorecard measures.

    7
    david_narunsky
    Forum|Forum|4 years ago
    rahul_prayakarao
    rahul_prayakaraoHelper ⭐️⭐️

    Exporting data out of GainsightNew Idea

    Hello Everyone, I would like to know if you are looking to export data from Gainsight into any BI application (like Power BI, Looker, etc.) or Data warehouse (like Snowflake, Azure Data lake, etc). Please leave your comments below. Your inputs will help us in creating a roadmap for this.

    33
    duncan.young
    Forum|Forum|4 years ago
    TmoR7
    TmoR7Contributor ⭐️

    Enhanced(special character) parameter support on 'embedded' page options.New Idea

    We have many workflows that require CSMs to submit information for an account via a google form for notification to other departments outside of Gainsight. I’ve tried to add a google form within the embed option on a customer-360 so they can action on an account’s submission in one place instead of leaving Gainsight to do so w/ the ability to auto-populate the form with relevant information already in Gainsight. In order to auto-complete the form fields you need to align a parameter with a value in the embed options. Unfortunately, gforms parameter fields include special characters, of which is not currently supported in Gainsight NXT after hearing from Support’s : “Currently parameter names doesn't support special characters other than underscore (_).” So the request is to support special characters in the parameters fields of an embedded page.

    3
    gopal_rao_kallepu
    Forum|Forum|4 years ago
    cnichols
    cnicholsHelper ⭐️

    Email Template ExpirationNew Idea

    We have a number of email templates that we have created which are specific to events and notifications (like upcoming product details for a specific service pack). We would like to be able to set an expiration date where it removes the ability for a CSM to send. For example when we click the “make available to user” give a date or number of days available. Thanks,Cody 

    7
    Chelsea.holfield
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    C360 Sections: Need ability to pull reports onto Related List from different SourcesNew Idea

    I appear to have to create a separate C360 section for each Object Source from which I want to display reports. Some of my data exists in similar, but separate, MDA objects.  I want to be able to pull a report from one MDA object (Omni Data-Prod) and another report from a different object (User Adoption) and appear as Related List in the same C360 section but I don't appear to be able to do that.

    19
    gopal_rao_kallepu
    Forum|Forum|4 years ago
    kbeltonContributor ⭐️

    Restrict ability to delete Relationship recordNew Idea

    We are just finishing up implementation with nCloud and implemented business modeler. Our CSM team is able to delete relationship records. nCloud has shared that this is working as designed. We’d like a way to restrict this.

    6
    gopal_rao_kallepu
    Forum|Forum|4 years ago
    gunjanm
    gunjanmExpert ⭐️

    Scorecard Visualization Descriptions on DashboardNew Idea

    The move of reporting on scorecard objects to its own section under Horizon Scorecards missed a very fundamental, hopefully minor effort and major impact item: descriptions equating to dashboard help text. In Report Builder, if I add a description to a report, that shows as help text on the dashboard where the report lives, upon hover on the report title. This is not the case for Scorecard Visualization reports. I cannot find a single way of achieving this. This makes adoption of a brand new concept of robust health scorecards and related reporting beyond a single C360 extremely difficult. Example of report description, which appears as help text on dashboard.Example of a Scorecard Visualization with a provided description, but this does not appear on the dashboard on which this Visualization lives. 

    0
    gunjanm
    Forum|Forum|4 years ago
    meenal_shukla
    meenal_shuklaGainsight Employee ⭐️⭐️

    The 2 MB attachment limit on Email Assist is very limiting.New Idea

    Although the total size of the attachments can be 10 MB in an Email Assist, each attachment cannot cross 2MB. This limit is too small for any pptx/ppt type of documents that tend to be very common artifacts one shares with their customers. Can product consider increasing the limit? Anyone else feeling the pinch?

    22
    jake_ellis
    Forum|Forum|4 years ago
    johnnyHelper ⭐️

    Disable the chain override in the Schedule menu, in order to prevent DUPLICATE failure notifications being sent..New Idea

    When a rule, that resides in a chain, fails, I receive a notification for both the rule and the chain that failed.The Schedule menu is disabled if the rule is attached to a chain.If I want to receive a notification just for the respective rule, I am unable to configure the system to only send it for when the rule fails.Workaround (cumbersome if you have multiple rules within the failing chains):If you want to change the notification for the rule, you need to remove the rule from the chain, update the notification emails, then add the rule back to the chain. 

    0
    Forum|Forum|4 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Add helptext to fields from the MDA and display in Gainsight c360New Idea

    We would like to be able to add helptext to MDA fields AND to be able to see that helptext in the C360 as well. Example: When creating fields on the timeline object for activities we would like to be able to display helptext about that field in the c360.

    7
    gopal_rao_kallepu
    Forum|Forum|4 years ago
    seth
    sethExpert ⭐️

    DateDiff should be able to be negativeNew Idea

    I'm using the new DateDiff function in a Formula Field for the first time. I expected that, if the DateDiff's "start date" was earlier than the "end date", that the result would be a positive number. And, if it were the reverse, it would be a negative number. Instead, I'm finding that it's taking the number of days between the days, regardless of which is before the other. This isn't a blocker, since I can use Advanced Logic to combine it with a criteria for "End Date field is greater than Start Date field", but isn't intuitive to me. Maybe I'm just jaded from working with too many datediff functions in other contexts. Here you can see the DateDiff function producing positive values regardless of which of the dates is earlier:

    10
    rakesh
    Forum|Forum|4 years ago
    jaap_groenContributor ⭐️⭐️

    Dynamic Checklists/Progress Bar engagement typeNew Idea

    We're looking for a way to integrate gamification elements into our PX onboarding flow, and checklists and progress bars generally work very well for this.Although the KC Bot will show a checked box for every engagement a user completed, we would like to incorporate this more prominently into our engagements that we show to new users only.Ideally, there would be a engagment type that creates a checklist based on a selection of existing engagments and shows a progress bar that changes with completion of the selected engagments. Clicking on engagements in the list will close the checklist and trigger the selected engagements.  This is an example I found: 

    3
    Forum|Forum|4 years ago
    ralucagorbanescuContributor ⭐️⭐️⭐️

    Ability to Save Filters in Report BuilderNew Idea

    It would be super helpful to have a way to define and save a set of filters and logic in report builder. I am looking to be able to create a “Custom Segment Filter” comprised of 8-9 filters and logic that I would then be able to magically “apply” from a “saved filters” dropdown list to my new report in report builder. Saved filters would be quick to apply and save time when you have a long list of criteria that need to be defined to get to a custom segment filter. Currently cloning previously reports that I keep on cloning, but this is not ideal as they inherit the drill down table definitions that might need to be refined and thus spending extra time there. This would be a saved filter “with predefined logic” and different than global filters on a dashboard for example.Thank you for your consideration!  

    0
    Forum|Forum|4 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    HA Reports - do not sort when clicking+dragging columnsNew Idea

    Hopefully a small UX request for Reports in HA -- when you click & drag a column to organize columns (in a drill down), it also then sorts by that column. This means that when I’m trying to organize a drill down report, I always have to go back and re-sort by the column I actually want to sort by. Please let it be that clicking once will sort, but clicking and dragging will not also sort by that column. 

    0
    sarahmiracle
    Forum|Forum|4 years ago
    bruno_giacomelli
    bruno_giacomelliContributor ⭐️⭐️⭐️⭐️

    How to automatically round-robin "New Customer" CTA to many users?New Idea

    Hello Guys, trying to find a way to solve an issue here: Our company actually acquire a large number of new customers per month that turns very hard to just one person route these accounts between the CSMs. And we can't automally route it directelly to the CSMs: the team leader needs to analyze it and then select the CSM who has the best fit with that customer. With a fast-growing team of customer success managers and team leaders, we really need to find a way to automatize the routing (round-robin) of "New Customer" CTAs around the team leaders, who then will assign the CTA the the selected CSM.  We have 3 CSM team leaders and 3 ISM team leaders (Implementation Success Managers, aka the implementation specialists), and we are promoting in average 1 team leader a month. Can anyone figure out a way to automatize the distribution of New Customers CTAs using GS/SFDC rules engine? We already have user roles set in SFDC. The critical point here is to have a balance of new customers between CSM/ISM teams.  Any ideas? Thanks, Bruno Giacomelli  

    10
    mr255405
    Forum|Forum|4 years ago
    keith_mattes
    keith_mattesHelper ⭐️⭐️

    Program Access Similar to Survey AccessNew Idea

    Wouldn’t it be cool if we could assign certain users access to JO programs the same way we do for Surveys?  This will enable more power users to work within a specific program and not have access to ALL PROGRAMS at the org level.   So basically the SAME UI for JO Programs as Surveys :)  

    1
    anirbandutta
    Forum|Forum|4 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Survey List - should be able to have foldersNew Idea

    Right now, the survey list shows all surveys and you cannot group into folders. This would be super helpful to keep our surveys tidy. We are able to do this with programs, reports, dashboards etc so I would expect to be able to categorize surveys by folder or category

    10
    richa_bala
    Forum|Forum|4 years ago
    travis_floyd
    travis_floydContributor ⭐️⭐️⭐️⭐️⭐️

    In a Transformation Rule activity, identify the Fields that are using a Transform Function with a color or iconNew Idea

    When debugging or troubleshooting a rule, it would be SUPER helpful if the fields in a Transformation Action in a rule that are using a Transform Function (Formula Fields) were indicated by using a different color, or an icon or something so you know which fields are just from the source activity, and which are being manipulated in the Transform.

    4
    bradley
    Forum|Forum|4 years ago
    kbrickmanContributor ⭐️

    Knowledge Center Bot OnboardingOpen

    My team and I are going to be utilizing Gainsight PX’s knowledge center bot to onboard new users. One thing we think would enhance our user’s experience is making the knowledge center bot disappear once they have completed all of their onboarding tasks. I know we can use the rest API to pull users who completed the last engagement and update a user attribute to hide the bot, but having it automatically disappear would be very helpful. 

    2
    mmarques
    Forum|Forum|4 years ago
    Christa Brown
    Christa BrownContributor ⭐️⭐️⭐️

    Excluding Zendesk category ID from federated searchOpen

    Currently we only have two options for Zendesk federated search:Include all categories Include a list of categories using the “Filter by category”However, it would be helpful if we had the option to exclude categories. In our case we want to include all of our categories except one.

    6
    Forum|Forum|4 years ago
    shiv_kumar_katiyar
    shiv_kumar_katiyarGainsight Employee ⭐️⭐️

    Support for Multi-Select Picklist in Gainsight Sharing Group criteriaNew Idea

    Wanted to raise this enhancement…!  I just discovered that we don’t support multi-select picklist for permissions attribute and thus while creating a Gainsight User Sharing Group having multi-select picklist as criteria, the results are entirely different and incorrect. Is this in our roadmap?      

    5
    anirbandutta
    Forum|Forum|4 years ago
    katerina_nemcova
    katerina_nemcovaHelper ⭐️

    Keeping a log of which customers/users have been sent comms via Journey OrchestratorNew Idea

    Hello, We are just about ready to start utilizing Journey Orchestrator, starting with a handful of usecases e.g. getting in touch customers who have not logged into our product for X days and sending focused training material to a specific customer group. One thing I have not been able to establish though is where in C/R360s can I see which Program & Outreach comms went out to which contacts - I've found posts on here saying this ought to appear in Timeline as well as SFDC - I see the SFDC set up in JO but would like for our CSMs to be able to see this in Timeline also as we use TL rather than SFDC.  I've sent a couple of Advanced outreach to selected contacts but none of these have been logged in Timeline. Can you advise please on how to set this up? Thanks Katerina 

    15
    anirbandutta
    Forum|Forum|4 years ago

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