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    Idea Pipeline

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    6166 Ideas

    shireesha_reddy
    shireesha_reddyHelper ⭐️

    Ability to "GROUP BY" all the data type in Query BuilderReleased

    In the Query Builder, when we use custom events, If we want to group by the properties of the custom events, we can only do so if the property data type is string. It would be really helpful if we have the ability to group by all the data types for all the properties of custom events. 

    5
    Forum|Forum|4 years ago
    TMaier
    TMaierHelper ⭐️

    "Overall" Rule Notification Contact / Rule-level overridesNew Idea

    It would be awesome if you would add a “default” contact list for success/failure notifications from Rules and other sources, which is set in one place and applies to any active rules/etc without specific contacts otherwise listed in the Schedule config. This would allow admins to set/alter the notification email addresses for all rules at once, as well as provide the flexibility to “override” the default using the existing config in the Schedule step.

    6
    anirbandutta
    Forum|Forum|4 years ago
    justine.rae
    justine.raeContributor ⭐️⭐️⭐️

    Option to have private groups hiddenReleased

    I would like to have the option of making private groups hidden from the rest of the community, and only have it visible to their members.This will support our use case to create a private messaging space for our decentralized accounts to connect and collaborate. We will only invite other members from that logo to join as part of their onboarding process.Let me know if this is possible...it would make our strategic accounts team VERY HAPPY!Cheers,Justine 

    33
    Forum|Forum|4 years ago
    waynedilworth
    waynedilworthContributor ⭐️⭐️⭐️⭐️⭐️

    Snowflake Connector 2.0 - Add All Fields optionNew Idea

    We are starting to use the Snowflake connector regularly to bring data into the MDA.  It would be helpful to have a “select all fields” option rather than having to click each field one at a time.  

    3
    sagan_sherlin
    Forum|Forum|4 years ago
    jean.nairon
    jean.naironExpert ⭐️

    Ability to decrypt encrypted files loaded to S3New Idea

    For customers who are required to encrypt their data at rest in S3, they can use PGP encryption and load the files via an S3 ingest rule or via a Rule with encryption enabled.    If there are an errors in loading the file, it is difficult to troubleshoot the CSV file for import because it is encrypted. As a work around, admins need to export an encrypted file and non-encrypted file for testing from their source system. This creates a lot of additional work.  It would be better if there was an easier way to decrypt a file. To decrypt the file, an admin would need to have the Private Key for decryption or be able to load the encrypted file through the Rules Engine and see the results. This could work ok if the Rules Engine provides all error logs. But if the file is not loading due to an error, its not possible. The best solution would be to get access to the private key somehow. 

    9
    rakesh
    Forum|Forum|4 years ago
    jnunes
    Gainsight Employee ⭐️
    jnunesGainsight Employee ⭐️

    Ability to bulk load playbooks to GainsightNew Idea

    Gainsight has some customers who already have established playbooks for processes that are usually created and stored in Google Sheets or Excel. They would like to be able to bulk load this into Gainsight and create Playbooks via an automated mechanism (import playbook or Load to Playbook rule action)Is there anything on the roadmap for this? Thank you in advance!

    7
    Forum|Forum|4 years ago
    Christa Brown
    Christa BrownContributor ⭐️⭐️⭐️

    Adjust how logins/age are calculatedOpen

    The logins and age criteria are not useful for us in the current form. Many users will save their login information on their browser the first time they login, meaning they will always stay logged in and consequently their number of logins will never change and their last login date is irrelevant. It would be much more useful if sessions were measured (similar to Google) in that it timed out after a certain period and when they revisit it counts as another login/session. Similarly with age - counting age in seconds since the date they joined is an irrelevant measurement in our case. A much more useful measurement would be age in seconds of time on page since they joined.

    4
    Christa Brown
    Forum|Forum|4 years ago
    sarah_post
    sarah_postHelper ⭐️

    Highlight Mandatory Fields in CTA Before SavingNew Idea

    Customer Request: Would be nice to have an indicator on which fields are required Creating a new CTA before I click save and am then told I missed fields. Without an indicator in the UI (like a red star), it feels like I'm guessing on what fields I have to fill out.

    7
    narayanan_s
    Forum|Forum|4 years ago
    Elana CipinContributor ⭐️⭐️⭐️⭐️⭐️

    Show Participants that have NOT opened in Journey AnalyticsNew Idea

    The Journey Analytics Dashboard shows Email Sent, Open, and Clicked. But there’s no good way to see who did NOT open or click. There’s a strong use case to give program managers or business owners that visibility so they can easily identify who needs to be retargeted!  Currently, this would lie on the Admin to create a report through the AO object, which is not an efficient or scalable way to run programs. 

    0
    Forum|Forum|4 years ago
    Harika SingadiHelper ⭐️⭐️

    Analyzing Health Migration through Sankey DiagramNew Idea

    Hi Team,Hope everyone doing great  !! There would be instances where executives would like to see the accounts that have started red in a particular period of time and how these accounts traversed to different color labels either green, yellow, etc, over the course of time.Similarly few accounts started at yellow and how they turned to red or green over the course of time. With the above  use case , How about a Sankey Diagram which gives a thorough overview over time!!  To explain the above, Sources and targets are the color labels  and when we hover over the lines/graph, it should show the time/date and the number of accounts in that state.

    2
    Azad
    Forum|Forum|4 years ago
    seth_schroeder
    seth_schroederGainsight Employee ⭐️⭐️

    Survey Recipients Should be Able to Add Attachments to their ResponsesNew Idea

    It would be helpful if Survey recipients could an add an attachment to their responses that is then stored within Gainsight.

    9
    DavidNewman
    Forum|Forum|4 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    JO Queries - SchedulingNew Idea

    Ran into a situation today where I needed to check all my queries across multiple JOs for end dates, and had to click through each JO to check them.  Would love to be able to see them all in one place.

    1
    anirbandutta
    Forum|Forum|4 years ago
    ThomasMalingre
    ThomasMalingreContributor ⭐️⭐️⭐️

    Enabling the WYSIWYG editor for private messagingOpen

    In addition to this idea (attachments in PM's) I'd like to suggest enabling the WYSIWYG editor for PM's in general (front- and back-end). One of the most obvious reasons that we at Simyo would like this feature is for sending out our NPS surveys via hyperlink. Being able to user hyperlinks would and/or a visual might greatly increase the amount of replies we receive. Who would like to see the WYSIWYG editor in PM's? and how would you benefit from this? :) Greetings, Thomas

    1
    janina.woita
    Forum|Forum|4 years ago
    prathap
    prathapContributor ⭐️⭐️

    Font in Reports of Success Snapshot 2.0New Idea

    Hi Team, As of now we can customise the fonts and its size of Names and Tokens and in new report revamp we can do the same in Chart reports but we cannot do the same in Tabular reports. So can we please include this in future roadmap where users can change the size and fonts of text in reports of Success Snapshot 2.0. Since few customers are feeling that few reports are concise and not as per their desired representation. Thanks,Prathap

    5
    Sai-Ram-Test
    Forum|Forum|4 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Recognize column resizing as a dashboard change for a user and allow them to "Save" this configuration for the futureNew Idea

    The new HA is great for remembering customizations and user changes to a dashboard, but included in that should be column width resizing. HA should recognize a column width resizing change made by a user and allow them to “Save” that change for the next time they visit the dashboard. Reports have a lot of white space and allowing users to customize this experience with a tabular report would be very useful.

    4
    Azad
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    Add ability to customize date range when producing Success SnapshotsNew Idea

    I have not begun using Success Snapshots yet for various reasons but talking with my Gainsight CSM I understand that if I have formatted a presentation to have specific Reports show up on the slides, the date range will be hardcoded and the CSM would not be able to select an alternative date range. Sometimes adapting to customer schedules has an impact on the date range of data you plan to share.  There needs to be flexibility in the SS feature for the CSM to select a date range that maps  to their specific need.

    11
    rahul_prayakarao
    Forum|Forum|4 years ago
    kcsp
    kcsp

    Success Plan Contacts Based on Company Person or Account Contact Relationship ObjectsNew Idea

    We use Gainsight to manage customers at the logo (or Ultimate Parent) level, so we have Success Plans that are created at the top-level parent, but involve child-level contacts. Currently, the Contacts on the Success Plans are based off of the Contact object in SFDC, with no ability to switch this to Company Person or Account Contact Relationship objects. This can be done for Associated Contacts on CTAs, however. Either having the Success Plan object shift to using Company Person (like Timeline has shifted), or enabling the ability to base Contacts off of the Account Contact Relationship object (like CTA object) would allow our CSMs to create Success Plans at the Ultimate Parent level and associate child contacts to the plan.

    2
    jgalvan
    Forum|Forum|4 years ago
    logan_t
    logan_tContributor ⭐️⭐️⭐️

    Field Comparison in ReportsReleased

    Hey Team, This is Logan from Support. We've recently had a few requests for some additional features in the Report Builder's Advanced Logic that seem like great ideas! Specifically, the ability to compare two fields to narrow down results.  For example: (Created By = 😵 AND (Assignee = X)In this case, we would be looking for records where both the "Created By" would also have a "Assignee" of the same user.  But we would need the ability to add variables in here, as we wouldn't want to specify which user exactly.  In our Rules Engine "Setup Action" additional criteria, we have the ability to add a filter saying "Created By = FIELD (or VALUE)". This same type of filtering would be beneficial in the Reports for showing granular results that our users are looking for! Thanks for the help! I'd be happy to provide additional information if requested.

    6
    Azad
    Forum|Forum|4 years ago
    TMaier
    TMaierHelper ⭐️

    At-a-glance / Exportable Scorecard Config DataNew Idea

    Hello! I’m working on some scorecard stuff today and I’ve found that comparing the weights between two scorecards is awkward. The best I can do is open two windows and dock them side by side. It would be SUPER if we could get the config, including measure/group weights, exposed in an MDA for reporting. Even super-er would be an “export config to excel” button in the scorecard config screen, or - possibly - some sort of in-app pop-out explaining the config for a scorecard in C360.  In addition to admin work like comparing scorecards or setting up new weights, I have semi-regular conversations internally about how scores are weighted and right now it is difficult for me to share exact values with people who cannot log in to Gainsight to check. Being able to quickly screenshot or export all that data and send it to someone in an email would save me a lot of heartburn.

    3
    shantan_reddy
    Forum|Forum|4 years ago
    dan_wiegert
    dan_wiegertGainsight Employee ⭐️⭐️

    Add lookup into AO reporting objects for Email Raw Events so than Event, Event Msg and Event Date could be added to JO reportingNew Idea

    Currently in Journey Orchestrator, all of the “AO” objects only provide info on Failure Reason for failed participants. This field is not adequate to provide granular details on why someone was failed/dropped from a program.. Programs show failure reason like: “participant on Bounce List”, but no info on what what/when this bounce occurred is provided. it would be a much better user/admin experience if Event Message,Date, Type was exposed in objects like AO Participants, AO Failed Participants, AO Email.  I have worked with multiple Admin’s in the past 2 weeks on this and have been able to marry Event info from Email Raw Events into either AO Participants or AO Failed Participants via Data Designer, but it would be MUCH easier if we could have object based lookups to Email Raw Events to show Event Message and (at least) Event Date. Also -- in the JO UI when looking at failed participants would it be possible to add a little interactive “+” icon that if expanded would show the actual bounce/Event Message and message date to better explain why a participant was removed from a program?  

    2
    anirbandutta
    Forum|Forum|4 years ago
    jeffrey_coleman
    jeffrey_colemanHelper ⭐️

    The Matrix default value for a field should actually be a default valueNew Idea

    The default value for a matrix object only applies when you try to actually load that value. If you just create a record from a file that doesn't contain a mapped value, it's just NULL. So, idea 1 is that the default value should, in fact, be the value that is populated by default, regardless of whether my file has that column mapped.

    3
    Forum|Forum|4 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Allow Rich Text in a tabular report in Horizon AnalyticsNew Idea

    We often include Summary notes in tabular reports on dashboards for our CS Managers. Previously, the report displayed Summary notes field as Rich Text.With Horizon Analytics, the field is now Plain Text, making it more difficult for managers to read through Summary notes at-a-glance. I’m aware that you can click the [...] and see the Rich Text view, but that means clicking into each record’s field to see that information, which is cumbersome and again, defeats the purpose of having these fields at-a-glance. Can we bring back the ability to see Rich Text fields as Rich Text in reports?

    0
    sarahmiracle
    Forum|Forum|4 years ago
    bradley
    bradleyExpert ⭐️

    Success Plan Rule Action ID FIeldNew Idea

    Call to Action has a Rule action ID field - this enables you to see what actions are creating what CTAs. While only having the Id (as the name implies) is a bit annoying, it is still useful so you can disambiguate exactly what action created what CTA. I would like the same function for Success Plans. Why it’s not on there is beyond me, but having this kind of functionality for an artifact that can be created via rule would be great.  Edit: See also  

    3
    darkknight
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    MIlanGainsight Employee ⭐️

    Removing the HTML Tags while loading with Real-time RulesNew Idea

    Hi Team,The cutsomer has reported issue like the HTML tags are being synced to the SDFC via Real-Time rule.They are expecting we have certain option (Like Bionic rule) hence they can exclude those HTML tags while synced via Real-Time rule.

    4
    bradley
    Forum|Forum|4 years ago
    jochleContributor ⭐️⭐️⭐️⭐️⭐️

    Click to Call in Gainsight NXTNew Idea

    My company uses GS NXT to integrate with SFDC, however, by moving over to NXT we have lost the efficiency of click-to-call/dial. Additionally, the documentation on GS Go states that there are 2 specific vendors where the click-to-call works.  Ideally, we would like click-to-call functionality to be available for your GS NXT customers and configurable for many different click-to-call vendors. Ex. We currently use Avaya CTI integration through SFDC, but as you know vendors change.

    6
    Forum|Forum|4 years ago

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