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    Idea Pipeline

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    6165 Ideas

    alextran
    alextranHelper ⭐️⭐️

    Emailing Bookmarked Reports for Other PX UsersOpen

    Posting on behalf of a PX customer:   They want the ability to send bookmarked and saved reports to other CSMs (PX users). It’s cumbersome to have to let them know to sign into PX and do this themselves in their own settings.    It would be much more efficient to enable this on their behalf vs. them logging into PX and enabling this themselves.

    2
    JPKelliher
    Forum|Forum|4 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Integrate Embeddable Widget Metrics into Community AnalyticsOpen

    With the embeddable widget(s), users are accessing community … just by a different method.Many of the content, audience, and self-service metrics are apply. However, this answer indicates that these metrics are not included in community analytics.  Business impact: This is counter-intuitive to the value of an in-platform or in-website embeddable widget: increasing community engagement and self-service by bringing community to the user. Thus, the more embeddable widget is used, the higher engagement and self-service value from community. But that wouldn’t be reflected in the important community metrics. Some low hanging fruit opportunities: Content Content Helpfulness  Audience Visitors Page Views Self-service Unique visitors who viewed help content Self-service score/ratio (view incorporating into the above)

    2
    Alex Campos
    Forum|Forum|4 years ago
    lila_meyer
    lila_meyerGainsight Employee ⭐️⭐️⭐️

    Assigning a post to a moderator should trigger an email notificationReleased

    When we assign a moderator to a topic/post, we’d like the system to trigger an email notification to the user. This would be helpful because some of our moderators are product managers and they don’t necessarily login to the control area on a daily basis.

    1
    Forum|Forum|4 years ago
    ana_gHelper ⭐️

    Ability to "favorite" or view dashboards used most oftenNew Idea

    Not all of our users will user all dashboards and because we have so many, it can be a little annoying/time-consuming to search for the right one. It would be helpful if users could favorite the few dashboards that they visit most often and just have those appear or be surfaced at the top in the dropdown or elsewhere. 

    12
    angela_domenichelli
    Forum|Forum|4 years ago
    john_apple
    john_appleExpert ⭐️

    Organize fields available for Success Plan layout alphabeticalNew Idea

    When modifying the layout for a Success Plan type, the fields available from Company, Success Plan, etc. on the left area aren’t in an alphabetical order which makes it harder to find fields to add to the layout  

    5
    angela_domenichelli
    Forum|Forum|4 years ago
    mhuddlestonContributor ⭐️⭐️

    Customize the RSVP button in EventsReleased

    We are very interested in the ability to customize the RSVP button in events.  turn off the RSVP button have the ability to change the action of the button, i.e. add a link to an external webinar host for registration We utilize Livestorm for live webinars and currently, when we post those on the events calendar and a user RSVP’s, they are not registered for the Livestorm event and don’t receive the access URL. In order to get around this, we have to register them manually, which is highly inefficient.    Cheers! Megan

    12
    Cristina
    Forum|Forum|4 years ago
    rajasekhar_parasu
    Gainsight Employee ⭐️
    rajasekhar_parasuGainsight Employee ⭐️

    Can we get new objects/fields with out resaving the connection in snowflakeNew Idea

    Can we get new objects/fields with out  resaving the connection in snowflake. Currently we know that it’s limitation. But it could be great to have this feature

    0
    rajasekhar_parasu
    Gainsight Employee ⭐️
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    tejkumarGainsight Employee ⭐️

    Request to change the default home page at user levelNew Idea

    The customer does not want to give access to the home page to all users.Below is the scenario: The user doesn't have access to the home page but has access to other pages like a dashboard. When he logins by default it's opening the home page and showing a 403 error.Can we show default as dashboard page or any other page to which the user has access.

    4
    Forum|Forum|4 years ago
    carolyn_dibuono
    carolyn_dibuonoContributor ⭐️⭐️⭐️

    Email Reminders in GainsightNew Idea

    I have a customer that would like the ability to set up reminders to be triggered in Gainsight (CTAs perhaps) from emails that are sent from their email provider. Use Case: Many CSMs track their To Do items in Gainsight tasks, and utilize Cockpit as a place to monitor the activities they need to execute that day. In our role, we also must stay on top of email communications, which includes following up on emails that go unanswered. It would be great if there was an option within the upcoming email integration feature that would allow users to mark in the email if they would like a reminder to be sent to Gainsight after XXX days (user could perhaps choose?). Thinking of this sort of like the Reminders you can set for yourself in Yesware on certain emails. This would allow users to continue to have one source of truth for their To Do items in Cockpit without having to manually create a task for following up.

    3
    chtown12
    Forum|Forum|4 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Provide the ability to execute missed/historic runs with PX Amazon S3 IntegrationNew Idea

    Submitting on behalf of our customer… Since the Gainsight aggregated default reports contains daily data, how to get data for the days when the integration was down/broken?  How do we get historical data? Our S3 integration was in Down for 3 days due to AWS keys issue and the only way I was able to find out that by manually checking files on S3 and/or Gainsight Admin console.  It would be great if PX provided the ability to execute missed/historic runs with PX Amazon S3 Integration. Also, if PX knows that the integration was down/broken then it would be great if it would automatically process and export the missing days once. 

    0
    link_black
    Forum|Forum|4 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Provide automatic notifications for failed/skipped PX Amazon S3 Integration export jobsNew Idea

    Submitting on behalf of our customer… The only way to know if the PX Amazon S3 Integration export jobs were successful is to review the status of the AWS_S3_PUSH job in the PX Admin Console.   It would be much preferred if we could get notified in case of failure in exporting Gainsight reports to the S3 via email/MS Teams and/or hook it up with PagerDuty.  

    0
    link_black
    Forum|Forum|4 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Include the Channel information in the PX Amazon S3 Integration export filesNew Idea

    Submitting on behalf of another amazing PX customer… Currently, the daily exported files include the main PX Tag Key and Environment name, but not the Channel name like “webapp”, “mobile”, or “desktop”.  See below:   

    0
    link_black
    Forum|Forum|4 years ago
    dorian_cudinaContributor ⭐️⭐️⭐️⭐️

    Guide Engagement Analysis - Change the Logic of "Completion Rate" CalculationNew Idea

    Hi everyone, When checking the performance of guide engagements, we feel that it would be more useful to be able to observe the data as a funnel (on user level). In the current setup, we are able to see the total number of times each step was viewed and the “completion rate” is then calculated based on those numbers. In example:let’s imagine that 10 users started the guide and only 1 of them completed it (saw the last step of the guide) and let’s imagine that the mentioned user completed the guide 10 times (while the other 9 users started the guide only once and never completed it)With the current setup, the “completion rate” of this guide would be calculated as:(10 times completed)/(19 times started)=52,63%And the question is - when estimating the performance, usefulness or design of a guide, are we more interested in this information or in the information about the share of users who started and managed to complete the guide (1/10=10% in the above example).

    1
    Forum|Forum|4 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Arrange Dashboards by Folder not Sharing GroupNew Idea

    Currently, in HA, dashboards are arranged in an end-user’s view based on the Sharing Group(s) that have been given permission to view/edit etc. This means that if someone is in two groups then they will see the dashboard under both sections.E.g.It also means we have to be careful with how we name our sharing groups as the names become end-user visible and might end up confusing further. For example we have a “Partners” dashboard, which is actually useable by 4 or 5 groups, and for Pre-Sale’s they have the header pre-sales, then dashboard name Partners. Which just doesn’t make any sense. What would be preferable is to arrange the dashboards by the folders they are in instead, and keep the group names for us in the back-end. 

    3
    rakesh
    Forum|Forum|4 years ago
    katie_b
    katie_bHelper ⭐️

    Scorecard History Options - Label vs ScoreNew Idea

    Is there an option with the scorecard history data set in scorecards 2.0 to show the Label instead of a numeric score? We use A-F labels so the scores themselves really don’t mean much to our CS team.  Ultimately, I’m trying to build a rule that exports our scorecard data to our data warehouse so that others in the company can use the data outside of Gainsight, but how it is stored right now I’m not seeing a helpful format to do so.

    8
    shantan_reddy
    Forum|Forum|4 years ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Badges: Add more (quality) factors to the rulesNew Idea

    In my opinion, badges are a great way to show appreciation to the quality and added value of the content community users are providing. It is easy for anybody to post a lot on a community (like complaining about their own issues); but the most value doesn’t come from the pure quantity (like number of topics or number of comments), it comes from the (perceived) quality of the content. The quality is measured in the feedback or reactions any piece of content gets.Also, added value can be measured in different ways, like the interaction with all the content (like discussions, events, groups). For example: Right now I can’t distinguish between users who post a lot of questions and users who start conversations. But both content types target different community strategies / pillars.So, because currently the rules are pretty limited regarding automatic badges, I want to list some examples of rules that I really think would be a great addition to the current badges:award users who receive a lot of likes (quality factor) award users who vote on a lot of ideas (feedback and engagement factor) award users who receive a lot of votes on ideas (quality factor) award users who create a lot of discussions (engagement factor / non-service user generated content) award users who have logged in a lot of times (engagement factor / monthly active users, daily active users) award users who have logged in a number of days in a row (engagement factor / daily active users) award users who have filled out their full profile (engagement factor) award users who have shared a lot of community content via the social sharing widget (reach factor) award users who RSVP to a lot of events (engagement factor) award users who have been active in a lot of user groups (feedback, quality and engagement factor) award users who vote in a lot of polls (feedback and engagement factor)

    4
    xiaoyu-shen
    Forum|Forum|4 years ago
    Daria.SagdeevaContributor ⭐️

    Customer's name to be faster found in Outlook-GS plug-inNew Idea

    Hello dear product team and community,Currently the plug-in can find the customer only if the name is given 100% identically as in Salesforce.Desired: search field able to identify the user by 3+ letters.  Thank you.Daria Sagdeeva,Sr. Customer Success Manager at Veeam

    0
    Forum|Forum|4 years ago
    TMaier
    TMaierHelper ⭐️

    "Only update if changed" option in Load To rule actionsNew Idea

    A few times recently, I’ve written rules that are meant to update fields on an object that may or may not have changed. In the interest of avoiding unnecessary writes, I’ve used a case statement to compare the existing and “new” value for those fields and only flag records where the two are different. This is usually a 2-3 task job, on top of my original logic. It would be amazing if “Load To” type Rule Actions came with a checkbox on fields for “Only update if different” or something to that extent, to help further automate that kind of behavior.

    1
    TMaier
    Forum|Forum|4 years ago
    keith_mattes
    keith_mattesHelper ⭐️⭐️

    Horizon Cockpit: Task View PleaseNew Idea

    Our users have often requested the ability to have a view into their TASKS only via the Cockpit. It is presently observed that the CTA Name field is mandatory and therefore will not allow for a custom VIEW of only tasks to be created.  Could it please be possible to allow for a Custom Admin VIEW to be deployed for this?? We’ve used a “work-around” by adding the “Next Task Due Date” column to the UI, but that doesn’t quite satisfy our user story on this one.  Can this please be considered? The Cockpit is our central work-hub and we should not force our CSM’s to click to a Dashboard to try to get this info.  

    37
    Forum|Forum|4 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Red dot on Filter icon in HA dashboards serves as notice when filter has been appliedNew Idea

    The red dot notification on the filter icon on a dashboard is misleading.  Expectation: the red dot appears when the dashboard has been filtered using one or more of the global filters available.Reality: the red dot appears when the dashboard has global filters available, even if none are currently applied to the dashboard This request is to only have the red dot appear when a filter is actively being applied to a dashboard.  

    1
    sarahmiracle
    Forum|Forum|4 years ago
    anirbandutta
    anirbanduttaExpert ⭐️

    Bigger 'About Me' sectionNew Idea

    How can I expand the ‘About Me’ field to look like it accepts paragraph(s) rather than a few words? A more detailed About Me is crucial for amping credibility and intro on people’s profiles on a Community.Another adjoining Q: How can I reward (Ranks, badges) users who fill out their About Me?

    12
    anirbandutta
    Forum|Forum|4 years ago
    patrickduffyexpelContributor ⭐️⭐️

    Embed PX Surveys in PX Email EngagementsOpen

    Relatively new to PX, but would love to be able embed a survey engagement inside of an email sent via PX.

    5
    Forum|Forum|4 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Success Plan: Make custom fields mappable in rule creation but not editable on front endNew Idea

    The current setup, if you want to insert information to a custom field on a success plan, it needs to be editable from the UI on the plan itself. There are some data that we want to import that we do not want editable from the UI, but we want to update with a rule. For example, we want to update a custom field that indicates what quarter the the plan is generated for via a rule, but do not want CSM to alter this once the plan is generated.

    2
    Forum|Forum|4 years ago
    iteku
    Gainsight Employee ⭐️
    itekuGainsight Employee ⭐️

    Is there a way we can change Home page in NXT, From Dashboard to Cockpit, or etc?New Idea

    Hi team,  The way we have an ability to show which section of Gainsight should be as default home page in SFDC? https://community.gainsight.com/cs-best-practices-19/can-you-choose-a-default-landing-page-for-when-you-log-into-gainsight-692?sort=likes.desc Is there is any possible way we could do this for NXT as well, Like the Home page, showing cockpit, rather than showing Dashboard?

    10
    rakesh
    Forum|Forum|4 years ago
    pat
    patContributor ⭐️⭐️

    Filter by Fiscal Quarter in Rules EngineNew Idea

    We would like the ability to filter by fiscal date within the Rules Engine Setup Rule. We have some rules that power MDA and reporting that report only on current FQ. Each new quarter, we have to manually adjust the dates to the current quarter, so this will become unscalable once our number of rules grow.

    24
    anirbandutta
    Forum|Forum|4 years ago

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