Just as you are able to type “csm” or any user lookup field to assign/reassign a CTA, it would be helpful to be able to do the same when tagging an individual in a timeline activity or comment.
Our team is looking to understand why the filter logic will not allow for “does not” logic, like does not equal or does not contain. Is this something coming in the future? End Proctoring-
Reading through the Salesforce Integration to Gainsight PX, I do understand that only one match record can be utilized and then only at the account as well as contact level. In the world of data wrangling, this is very limiting. We would like to push/pull other relational fields that are not on the account or contact object level. And require joins to other objects.For example to utilize name information like salesforce account owner name, one must do a join to the specific user table. I am lobbying for change of the salesforce integration to include more than a very limited inner join of a match field for account and contact objects.SELECT gsight_group.gsight_acct.acct_id as GS_Acct, gsight_group.gsight_acct.name as GS_Acct_Name, gsight_group.gsight_acct.prod_nme as GS_Product_Name, gsight_group.gsight_acct.sfdc_id as GS_SFDC_id, gsight_group.gsight_acct.duns as GS_Duns, gsight_group.gsight_acct.org_subscriber_id as GS_Org_Sub, gsight_group.gsight_acct.subscriber_id as GS_Subscriber_Id, gsight_group.gsight_acct.sfdc_acct_ownr as SFDC_Acct_ownr, sfdc_nagroup.vw_sfdcna_user.name,gsight_group.gsight_acct.work_space_creation_dt as GS_Work_space_creation_dt,sfdc_nagroup.account.d_u_n_s__c as SFDC_duns, sfdc_nagroup.account.subscriber_number__c as SFDC_Subscriber_Id, sfdc_nagroup.account.accountnumber as SFDC_Acct, sfdc_nagroup.account.id as SFDC_Account_Id, sfdc_nagroup.account.apts_isaddress_validated__c, sfdc_nagroup.account.apts_transferred_to_erp__cFROM gsight_group.gsight_acct inner JOIN sfdc_nagroup.account ON gsight_group.gsight_acct.duns = sfdc_nagroup.account.d_u_n_s__cleft join sfdc_nagroup.vw_sfdcna_user ON gsight_group.gsight_acct.sfdc_acct_ownr = sfdc_nagroup.vw_sfdcna_user.idlimit 1000
It would be great if the Advanced Outreach canvas had the ability to delete a connection between two actions to insert additional steps, or, even better, if the actions were drag and drop. It's extremely redundant to build a 10 step outreach to realize you'd like to change from a wait step to a conditional wait step at say, the second step. Or if you want to add a CTA step between 6 and 7. Currently, you have to delete all steps following where you'd like to make the change, and with that, all of the settings of the deleted steps (like all details in a Create CTA action). Then you have to re-add the deleted steps. Instead, I'd like to be able to delete the link on either side of the action I want to change, and should be able to insert additional actions before or after any action.
Sometimes, it’s tough to be 100% certain that your CSV list is completely accurate and inclusive of all accounts that need to be on a JO program. Sometimes, you create a JO program and someone reaches out and says “hey, can we add this account to this program too?” after the program is already created. For these instances, it would be great to have the ability to easily add a customer ad-hoc to a journey orchestrator program. It would be great to have a way to easily do this within Gainsight instead of needing to upload another CSV file.
Picture this: It’s the holiday and your team is taking a much deserved break. The rest of the organization is for the most part also enjoying this break. Unbeknowst to you, McCreepy Doomsday is sending innapropriate messages to your unsuspecting members. Your members ignore the messages, flag the messages, but the messages from McCreepy Doomsday keep coming and they’re escalating. Your members are now trying to reach your community managers, but everyone is out on holiday. Your community member feels unsafe. So unsafe, they take to social media and start trashing the community and company. No one is responding on social because your team is out.When you come back from vacation, you see the damage and reach out to the community member. Unfortunately, they’ve lost faith in you and the community and have vowed to never return. The problem: Members can’t report spam directly from messages or block members. The community member who is being harrased has to change their experience on the community: they can allow messages from everyone, only connections, or no one. Not only does the member suffer by being harrased, but now they have to change their experience because of a troll. The solution: Allow members to block/unblock other community members. They must first flag them (so a report is available to moderators) or go through a confirmation process and then they have the option to block the member. The moderator must have visibility into flagged and blocked users. The member must have visibility into who they have blocked and the option to edit that list. This might not be a problem while your community is small. You have a handle of your moderation plan and are almost always staffed. This is one of those safety issues you want to be preventive over reactive.
Allow further customization of the bot to fit our company’s design system and style guide.Allow the ability to customize the KC bot title size: and customize the color of links (default, hover, focus, visited) for categories, engagement and articles:
We are sending out some non-operational emails where we would like to have any replies to the email go to two people. So, we’re sending from the manager, and would like the manager and the CSM to get any replies that come in. With the current set up, the manager would get the reply, and then, have to forward to the CSM.I know you can add CCs in operational emails, but this email is definitely a non-operational one.
I have been talking with a customer who would find it very helpful if the question response charts and tables could also be exported.
Today if you have a small enough report that includes timeline notes you can download the report as an excel file and the formatting of the excel is fine. If you have a larger data set and create a rule to export that data (or if you just export to csv and the export is mailed to you in csv format), the html characters in the Notes field in the csv destroy the integrity of the csv and the file cannot be used.I assumed that the checkbox ‘Don’t Include HTML tags’ in the rule setup was going to address this issue and we’d be able to export the Notes in a single field in the csv, but that’s not the case. The removal of html tags doesn’t work if you open the file in excel, and if you open it in a textpad the html is removed but the data spans multiple rows. I tried using the Notes Plain-text field in the Call to Action object, but exporting that results in multiple rows (similar to the ‘remove html tag’ functionality.Can you provide a solution that would allow us to export Timeline notes in a single column, similar to how we can download that field in the excel directly from a report. We have a large dataset we need to export so exporting from the dashboard doesn’t work, we are emailed a csv which is broken.Thanks,Mary
Using the “in” filter condition with HA dashboards global filters, when you run out of text input space, you can’t see what you’re typing. It’s not until you press “enter” that you can see what you typed, and if you made any mistakes in typing. This makes it difficult to use this filter logic for string fields.In this image, I am trying to add ‘Tier 3’ as another value but you can’t see it.
When you have email token that are pulling from a Rich Text Field like the fields in Activity Timeline it's double spacing the text when the email is sent. The extra spaces are due to the <p> tag that appends automatically for the data in the mail clients and the email tokens are Text Fields as opposed to being pulled from Rich Text Fields. It would be nice to get this fixed at some point.
I think some of the changes made to the Scorecard Mass Edit visualization in Horizon Analytics are great, particularly the combining of setting the score and logging a timeline entry in a single action. The changes to the score display (captured below), however, is not eliciting much favor from the users with whom we shared this yet. It was easier to compare columns side by side at a quick glance because the format was the same and there wasn't any wasted/white space. From an internal leader: “I understand the idea behind a ‘streamlined / minimalist’ design, but this particular feature used to benefit from "at a glance" visibility into how a customer was doing. This reduced footprint for the health score color means I have to physically trace across the customer and can no longer benefit from ‘at a glance’ sense of the business. White space does not add value.”Hoping others out there share this sentiment and that GS will provided a restored view that shows the blocked colors but retains the functionality of setting a manual score/Timeline entry in the same action.OLD VIEWNEW VIEW
The preliminary discussion: https://community.insided.com/got-a-question-38/how-can-i-move-subfroum-to-another-category-950 We'd like to have an ability to move whole subforum to another category. It would be useful for subforums with 500+ topics where it is not convenient to move topics by 50 manually. And anyway it is much more convenient that move any amount of content manually.
When using the relationship / customer search, the current limit is only 4 fields. We currently have a large number of fields as well as a number of different relationship types that would like different criteria. Ultimately, would be nice to have some sort of way to have a different search for each relationship type, but at a minimum need more fields to display in the search. These fields do NOT need to be searchable, as they are just attributes that helps determine the right product card. For example, CSM, Tier, Relationship Status (Active, Churned, Inactive), among others that would be helpful, but wouldn’t be something that you’d necessarily search for. Secondarily, when searching would be helpful if there was a way to edit the text / colors if a product card and/or customer is churned, active, etc. Right now it’s very tough to identify in the current search when there are multiple cards for a single customer that are very similar.
We have a manager who is very enthusiastic about Gainsight, but happens to be color blind so it is very hard for him to see the usage section. Is there a color blind setting we could use similar to SFDC?
This was originally its own idea post but inadvertently got merged into another one that is only a small part of an overall need, so reposting. As our organization increases adoption of the tool and we have multiple operations team members working inside of Gainsight, there needs to be a mechanism for tracking changes that were made and by whom - both at the administration level and the user level. As of now any changes have to be tracked manually - if at all. This is a crucial, core need for admins. A nice addition to this would be the ability to receive a daily or weekly digest of all administrative changes that occurred.
A common use case we see in report builder is to calculate percentage contribution of one row out of the entire column.In Report builder we use column calculations to get this total value but it would be nice if we could use this dynamic column value in calculations. The alternative is to hard code the values in the object or through Data designer which might not a practical alternative. Note-We do this in Adoption explorer as Segments.Percentage contribution of a Segments ARR-Segment ARR/ Total ARR of all Segments
Hi Gainsight community,AWS integrations for json survey responses do not currently include the multi-question survey type.This post is to both share and gain votes to also include multi-question survey data in the survey response export file to AWS.Please see below response from Gainsight engineering team: I got a confirmation from my engineering team saying that we don’t include multi-question responses in the S3 file. Please can you post this request as a feature request in our community https://community.gainsight.com/, this Community post will allow you to interact directly with the Gainsight Product team. The Product team considers popularity in prioritizing feature requests, so encourage your friends and colleagues to “me-too” the post. All further updates on this ticket will come from the post, so please “follow” it to remain up to date on this request.
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