Product Ideas | Gainsight Community

6166 Ideas

ajruferContributor ⭐️⭐️⭐️

Review data for more than 6 months at a timeDevelopment

In PX, I’ve only found a way to evaluate data at 6 months at a time. I would like to be able to extend this to at least a year if not more. I find the restriction makes evaluating data much more difficult.

Forum|Forum|5 years ago

gunjanmExpert ⭐️

Sum Number Columns in Relationship List ViewNew Idea

Rather than requiring a Reports section on the 360 to total up particular attributes from Relationships under a Company, I would love if the numeric columns were automatically summed up in the List View (even aggregate widgets on the Card View) when I look at Relationships:

Forum|Forum|5 years ago

avinashthorthiContributor ⭐️

Faster Email engagement scheduler with higher frequencyClosed (Won't Do)

Hi team and @alextran , It would be better to serve the customers if we have the time gap in sending the emails using the engagements to the end users in our PX. As of now the time gap for sending the emails is few hours roughly 4 hours. We had come across scenarios where the customer wants to send the emails automatically after the audience have been qualified and the engagement has been launched. Can we improve the email scheduler in this regard which would be of great help to our customers depending on their business requirements. thanks,Avinash.

Forum|Forum|5 years ago

angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

Automatically enable SallyNew Idea

As a Gainsight admin, I need seamless integration with Gainsight users and Sally Slack so I have an effective and efficient onboarding experience for new users. Acceptance criteria: All Gainsight users automatically have access to Sally Slack.

Forum|Forum|5 years ago

chris_muddGainsight Employee ⭐️

Deleting Survey Response UINew Idea

It is great we are able to adjust and delete survey respones through the UI. It would be great to see the ability to delete more than 10 at a time, if we have a large number of responses, this adds a lot of additional work.

Forum|Forum|5 years ago

Nsimon308Contributor ⭐️

Can you Import fonts? Survey 2.0 ThemeNew Idea

I am looking to try and keep my NPS survey on brand as much as possible. Is there a way to import fonts into the theme or would I need to draft the NPS template outside of GS and import the whole thing? Currently there are only 4 fonts and a default in the drop down.

Forum|Forum|5 years ago

meenal_shuklaGainsight Employee ⭐️⭐️

Cockpit Calendar integrationNew Idea

Feedback from Cloudbees regarding the Cockpit- Calendar integration for NXT customers:The meeting does not seamlessly connect with Timeline. Can we have a option in which someone logs notes from the calendar invite and it populates Timeline with the external attendees present in the meeting? There is no way to create a DL-list of people that I can send email from Timeline. There is no way to provide branding in Timeline email option (In Confluence, you can add branding).

Forum|Forum|5 years ago

cmultanenHelper ⭐️

Survey Preview URL Link for NXT in SalesforceNew Idea

While trying to set up an internal email for our CSMs whenever a customer responds to our NPS survey, I noticed that the the default Survey Response Page URL field is an NXT URL. We required our team to login to NXT via SFDC. As a result, the default URL is prompting users to login to NXT instead of displaying the actual survey response. This caused some confusion so we’ve removed the default URL for the time being.It would be helpful if Programs had a response URL that was compatible with SFDC-NXT, or at least the ability to grab the survey response GSID so we could create our own dynamic URL links.

Forum|Forum|5 years ago

bradleyExpert ⭐️

At Mention in Journey Orchestrator Conditional CTA?New Idea

Has anyone had luck creating a CTA with Journey Orchestrator and dynamically @ mentioning someone in the CTA comment? I’m trying to generate a CTA for a post support survey when a low score is given and I want it assigned to the case owner, but tag their team lead in it using a token I mapped from my participant query. So I would be using @{token} and I’m wondering if anyone’s had success with that, or if there’s a better way to get at what I’m trying? I’ll be testing this later but wanted to see if it was possible or if there’s a better way already that I’m missing.

Forum|Forum|5 years ago

anna-whitehouseContributor ⭐️⭐️⭐️⭐️

Link to email template in JO reportsNew Idea

I’d like to include a “Link to template” in reporting for CSMs, so that they could easily see the email copy that was sent “from” them through a JO Program. It would be helpful for them to be able to reference the templates when looking at dashboards, rather than relying on me to create external documentation with the messaging for every email.I imagine it would be similar to the “Link to Oppty” or “Link to Contact” for SFDC reports, and would open up a pop-up with the email template that was sent.

Forum|Forum|5 years ago

kellyHelper ⭐️⭐️⭐️

Integrate Email Rendering Tools with Journey OrchestratorNew Idea

Many ESPs (mailchimp, campaign monitor) and MAPs (Marketing Cloud, Campaign) offer in-product integration with Email on Acid or Litmus to ensure the email in the WYSIWYG delivers as expected. For text-based emails, there may be less of a need but I’m finding no matter how cleanly I draft within the editor or I keep the code, it invariably gets overwritten with html bloat and renders different than in my tests to myself and how it appears in the platform. It’s difficult to ensure the tests I confirm through my mail server will deliver that way across device/os/mail servers, being able to verify rendering within Gainsight would be extremely helpful.

Forum|Forum|5 years ago

cinco_coatesContributor ⭐️⭐️⭐️

Bulk Update CTA Ownership (by End User)Open

This is [i]similar to a couple of existing conversations, but more of a spin for end-user (non-Admin) management. We'd like the ability to bulk assign CTAs (or Objectives within a Success Plan) by a non-Admin user.  In addition to Customer Success Managers, we have Technical Success Managers that manage projects (Onboarding, Events, etc.) through the use of both Success Plans (w/ Objectives) and CTAs.  When a TSM is away on vacation, they must go in an assign all of their Success Plans to their cross-over, as well as manually assign each Objective/CTA. It is very tedious and time consuming for that individual.  For our third-shift folks, we route all Onboarding Success Plans (auto-created via Rules) to a single, senior member, who then assigns out those Success Plans and Objectives. Again, this falls victim to the tedious task of having to assign this on a one-by-one basis.  I do realize that their is a Mass Update option available to Administrators, as mentioned in Mass edit objective CTAs and CTA mass change when CSD assignment changes, but we really need this ability for the entire team. This could also easily turn into a full time responsibility for the Admins.  What we have envisioned is just an ability to select multiple CTAs from either the Cockpit or the Success Plan Objectives page and then apply action to those. Kind of similar to your email inbox.

Forum|Forum|5 years ago

leslie_mendoncaContributor ⭐️⭐️

Allow customizable Zendesk widget similar C360New Idea

It is today possible to customize the views in salesforce for C360 and add different sections/widget and customize layout assignment by filters.  Need this functionality on the zendesk widget. Use case: We have various support teams that require different sets of summarized data visible on their c360 page. Today's one view for all doesn't give us the flexibility to deal with these variations.

Forum|Forum|5 years ago

MIlanGainsight Employee ⭐️

Idea- Real Time rule sync when ever assign new accounts to a CSM or change the CSM assignment on an accountNew Idea

Hi Team, Recently we have come across the below use case:Customer use case:When we need to assign new accounts to a CSM or change the CSM assignment on an account, our managers use Gainsight to change the CSM name in the C360 UI. We want to then use a real-time rule to push this change to Salesforce right away (we currently have a bionic rule pushing every 2 hours but want it to go faster).The problem I'm running into is that the real-time rule will not let me map the CSM GSID field in Gainsight to the CSM SFDC ID field in Salesforce because they are different field types.As workaround we discussed - creating a string field on the Company object to store the SFDC ID of the CSM then use that field to map to SFDC in the real-time rule - won't work because I would need to write a separate rule to populate that field. So then the CSM would be changed by the manager, a rule would have to run to populate the new string field, then the real-time rule would run. This is no faster than what we are currently doing, having a bionic rule run every 2 hours when the CSM field is changed.Idea is, If we can have the ability to map the CSM GSID field (or another CSM identifier) directly to a field in Salesforce without a workaround, possibly similar to how this is done in the Salesforce connector or bionic rules.Can you please check on this?

Forum|Forum|5 years ago

JPKelliherContributor ⭐️⭐️⭐️⭐️⭐️

PX Dashboard FIltersDiscovery

I have Client Success Managers that are creating dashboards for each of their clients. It would be nice to have page wide filters for each dashboard instead of having to filter each widget on each dashboard.

Forum|Forum|5 years ago

gunjanmExpert ⭐️

Use Dimensions in Case Expressions in Adoption ExplorerNew Idea

Ideally, I would like to be able to use Dimensions when setting up Case Expression derived fields in Adoption Explorer. I can only use Measures, which is a little tricky for my use cases.

Forum|Forum|5 years ago

heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

Adding code in TimelineNew Idea

Hi all,Curious if anyone knows of any way to add code into Timeline entries in the SFDC version? Similar to this box, if you click on the 3 dots, you have a code button that you can click to add code. We don’t see that in Timeline, but would like to be able to add code where needed. It does appear that if you copy and paste the code from another source, it is formatted the same, but we’d like it to originate in Gainsight if possible.Thanks!

Forum|Forum|5 years ago

amanda_neilContributor ⭐️⭐️⭐️⭐️⭐️

Ability to move/merge Success Plan infomration Objectives sectionNew Idea

Use case is there is information in the Plan info section of the Success Plan and would like a way to merge or sync with the Objectives. This would save us time of copying and pasting into objectives section.  Normally it is just a portion of the Plan information we want to copy over and not the entire section, but it would be nice to have a cloning or copy to objective option.

Forum|Forum|5 years ago

lane_hHelper ⭐️

Rule Chains in Rules EngineNew Idea

When creating rules, it would be great to be able to put them in a Rule Chain from the rule itself instead of having to go back to the repository and create a rule chain. Also, I'd like to be able to see from the Rules Engine that a rule is a part of a rule chain. Below is a screenshot of a rule in the Rules Engine Repository that is a part of a rule chain, but there is nothing indicating it is a part of a Rule chain:

Forum|Forum|5 years ago

jenniferpaHelper ⭐️

Processing Queue ManagementNew Idea

We often find our processes are queued for several hours but we do not have a way to view all items running and/or queued to manage the processes. When this happens, we need to contact Gainsight Support for them to advise what process is causing the delay, which is not efficient for Support or Admins. Exposing a Processing Queue will help us quickly see the order of the processing/queued items, allow us to update the order of queued processes based on priority, and identify problematic processes requiring attention for efficiencies. There is an existing Idea around a Processing Queue Management feature but it is marked as Implemented because the ability to abort a rule was implemented several years ago. I wanted to create a new idea to track other ways a Processing Queue would be helpful to Admins.

Forum|Forum|5 years ago

gunjanmExpert ⭐️

Show Event-Scheduled Rules in Timeline QueueNew Idea

Currently, when a Rule or Rule Chain is triggered by an Event, the Rule or Rule Chain is added to the queue in the back end as expected, BUT: It does not appear in the Rule Timeline If you click Execution History on the applicable Rule(s), it does not show a line indicating the status as “Queued”Which drives me through a loop of trying to figure out whether the Event correctly fired! Which it did; I just have no indication unless I go to the individual Event’s Execution History. And I have no way of seeing where in the Rule Queue it is.

Forum|Forum|5 years ago

davebrown2242Helper ⭐️

Allow CTA Types to be Deactivated in SFDC EditionNew Idea

Today Admins cannot deactivate CTAs that have any data associated with that CTA Type in SFDC. Sounds like this is fixed in NXT. We need the ability to remove CTA Types from the drop down to prevent future use.Deleting a CTA Type I understand the need to re-map existing CTAs - not the Active flag.

Forum|Forum|5 years ago

faust_belarminoHelper ⭐️⭐️

Success Plan Objectives - Automatically set as Internal or ExternalNew Idea

I know that we can manually enable Objectives under Success Plans so they can be shared with the client. This Artice explains that process. However, we'd like to configure the Objectives beforehand so they are already set as Internal or External when our CSMs add the Success Plan. Is this possible? We have 20+ objectives in some of our Success Plans that need to be external and 10+ that need to be Internal only. These objectives are all on the same Success Plan. We do not want our CSMs wasting their time manually setting the objectives as Internal or External.

Forum|Forum|5 years ago

abhi1289Gainsight Employee ⭐️

Success Plan objectives (Subtasks) appear out of order for no due dateNew Idea

Hi Team,Whenever the due date is NA for task & if the task display order is set as Due Date then playbook order should take precedence. Will this be considered?Thanks,Abhishek

Forum|Forum|5 years ago

peleHelper ⭐️⭐️⭐️

Success Plans: Is it possible to link a custom SFDC object to add editable fields in the 'Plan Info' section?New Idea

Use Case: Our CS Ops team is working on bringing in a new team into GS. The team is a services team responsible for implementation projects. In their current workflow, they create a new record on a custom SFDC object for every new project. They use the object's fields to add details about projects and update project statuse, and this process won't be going away when we bring them into GS. Ideally, what I'd like to do is create a success plan template where I could link a SP to a record of the existing custom object and give our implementation team the ability to edit fields directly from the Plan Info section of the success plan. e.g. I think I can kind of get this by linking the object to CTAs and adding a section to the objectives where I could make fields editable (although, I haven't actually done this yet), but I would like the fields to also be visable from the Plan Info section for quick reference in GS w/o needing team members to go into SFDC to view project records. Also, for context, we use Relationships to track usage and infomation about this particular product's subscriptions. And it's likely that one relationship will have more than one project (and hopefully SP) added to it over time. Hoping some SP pros that have implemented workflows involving some kind of services activities can help w/ some best practices, tips, guidance, etc. cc: @emily_zurow

Forum|Forum|5 years ago

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