Product Ideas | Gainsight Community

6166 Ideas

Julie-PintoContributor ⭐️⭐️⭐️⭐️

Ability to enable a "was this helpful?" question at the end of an engagementNew Idea

It’d be awesome to have a “Was this helpful?” type of question at the end of multi step engagements. A lot of doc sites have this, so it’d be a great way to measure user sentiment of guides.

Forum|Forum|5 years ago

darshana.shahContributor ⭐️⭐️⭐️⭐️

Report Builder: Advance logic defaultNew Idea

Hello to the Power at Be: I ran across a unsually defualt that I am not sure is efficient. Per my understanding, When you remove a filter from Report builder, the advance logic equation will reset it self to all ‘ANDs’ and undo a logic. This is inefficient when we are talking about a larger equation. Currently, I believe we have the abiliyt to add 26 filters to our reporting. If i have to rebuild a logic for 26 filters every time i want to change something, that is adding an extra 15 minutes to this task. Further more if I am testing or doing data analytics and adding and removing multiple times, I have to re-write the 26 item equation over and over again. I hope you can see where I am going with this. Is there a better way to do this? Can I get an error message instead of a complete reset? Thank you for your time and consideration. Best Regards, Darshana ShahEfficiency Advocate!!!

Forum|Forum|5 years ago

heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

Rules Engine - Undo OptionNew Idea

I don’t even know if this is possible, but I would love to have an undo option for Rules Engine actions. Even in testing, you can sometimes miss a nuance or something that you don’t want to happen, and it would be great to be able to just click a button and have it undo what you did - whether that be removing CTAs or removing modifications to an object. I know it’s probably not that simple, but wanted to put it out there.My use case: I have a rule that’s loading to an MDA object. In testing, it looks like everything is running fine, but when I actually run it for real, it creates duplicates or overwrites data that I don’t want it to, but it’s not evident that’s going to happen in testing unless I’m missing something. To solve, I might have to delete a bunch of data from the object and start over which is a lot more work than if I could just simply revert back to the previous state.

Forum|Forum|5 years ago

Lake1211Contributor ⭐️

Using Rest API to Update Engagement TextNew Idea

Hello, We have been exploring different ways to update and manage engagements outside of Gainsight via the Rest API. We were hoping to utilize the Rest API to push transcript updates to engagements by uploading XLIFFs but found we do not have the ability to push updates for the default language set in Gainsight.Can Gainsight add the ability to update the default language via XLIFF upload? Or is there another API call that can be utilized to update the text within an engagement?

Forum|Forum|5 years ago

kevin_lyHelper ⭐️

Need Insight Into Engagement Sampling, Be Able to Export Assigned Groups For an Account/userNew Idea

Posting on Behalf of a Customer. Engagements can be scheduled to fire on sampling groups. Per our docs, account/user are added to the groups automatically. At times when the analytics may look low or high, for a given “group”, it be good to see how many people and who are in groups 1-10 for example and have that avalible for export.

Forum|Forum|5 years ago

link_blackGainsight Employee ⭐️⭐️

Allow columns/fields to be added to the PX Survey Performance reportsDiscovery

If the application does not pass an email address or account name to PX, just user ids and other user attributes, then one cannot view who submitted the surveys or click to view the full PX User profile. The only option is to download the CSV and then view all the other user/account attributes in a spreadsheet program.See example NPS Survey Performance report below:

Forum|Forum|5 years ago

bradleyExpert ⭐️

Horizon Analytics Color OrderNew Idea

I would like to be able to reorder the colors. This would be easier if you wanted to play around with the order the colors are used in a given pallette, without having to retype out each color.

Forum|Forum|5 years ago

SusanneContributor ⭐️⭐️

Knowledge Center Bot: Translation statesDevelopment

We export the texts of our engagements to be localized via API, based on the translation state ‘Ready for translation’. For Knowledge Center Bots it is not possible to set a translation state, this option is missing. Please add the possibility to set translation states also for KC Bots.

Forum|Forum|5 years ago

darkknightExpert ⭐️

Rules Engine: Introduce a "forced fail" functionNew Idea

Just because a rule completes successfully doesn’t mean it produced successful results.For example, I have a rule that imports data from S3 and what we do with the data is dependent on the date value in a specific field. I can include a filter on the action that says “Do X if ReportTime >= Subtract 2 days from Rule Date”But if for some reason the ReportTime field comes through inaccurately, the actions (correctly) are not executed and the rule is flagged a success...but technically the execution of the rule is a failure because it didn’t perform the needed actions due to the erroneous imported data.It would be pretty slick if there was a “forced fail” function where I could say “If ReportTime < Subtract 2 days from Rule Date” forcibly fail the rule.That is just one use case - I could see this being used widely, especially to get ahead of potential data issues before the rules run.

Forum|Forum|5 years ago

lane_hHelper ⭐️

Adding Account Team Members through GainsightNew Idea

We are working on bringing more of our teams into Gainsight. In doing so, we want to streamline their workflows to be using as few of tools as necessary. One thing we need managers and teams to be able to do is assign Technical Project Managers and Project Managers to accounts. Currently, these are setup as lookups in SFDC. Because of this, I believe, we aren't able to change them from fields in Gainsight. We could write their name to a field in Gainsight, but we want to be able to trigger CTAs to them based on different factors on the accounts, and trigger emails to their customers. I'd like to do this without having to create 3+ custom fields for TPM and PMs in Gainsight (First Name, Last Name, Full Name, Email, User ID, etc.). Is there a way to be able to assign TPMs and PMs in Gainsight where we could pull the same information we are able to for CSMs?

Forum|Forum|5 years ago

jeevthan.jeevarathinamContributor ⭐️⭐️

Multiple Language (Scripts) Support in CommunityOpen

Currently, Insided is supporting only the languages supported by UTF-8 characters for webhook events. It will be great, if Insided supports all other languages as well like Arabic etc., Any right to left language can be created at the UI level, but when the webhook event triggers, it fails due to content being non-complaint to UTF-8.

Forum|Forum|5 years ago

LornaContributor ⭐️⭐️⭐️

Read all button on homepageReleased

When we moved to branded templates, the thing our superusers missed the most (after the unread/read confusion) was the option to change the entire forum to 'read'. We have the 'mark this forum as read' option on each board but for our superusers - who typically have a few specialist boards they follow and ignore the rest based on their specialty, they find that time consuming and tedious. Any chance we can have the option back on the homepage?

Forum|Forum|5 years ago

marceloHelper ⭐️

Monitor status of ZenDesk connectorNew Idea

Due to an issue we have observed with our feed of ZenDesk tickets into GainSight we asked if there was any way we could monitor or check on status for the connector from our side (admins / non GS employee) and apparently there is no such thing available. It would be useful for admins to be able to check on status of the connector as well as an "activity log" to see what has been done by the connector and identify issues early on rather than end users uncovering the issue and reporting it back to us.

Forum|Forum|5 years ago

gunjanmExpert ⭐️

Allow Admin to Override User State Preservation on Dashboard ReportsNew Idea

Very similar to this idea, When I make an update to a report that is used on a dashboard, I would like some sort of prompt asking me if I want to override users’ personal settings/filters they have on their reports. Otherwise they think that something is broken or wrong when I have already made an update the team has requested. There is no way for an admin to even know who is using personalized filters on a report that is meant to be a team dashboard.

Forum|Forum|5 years ago

ana_gHelper ⭐️

Add "Does not start with" operator for filtersNew Idea

I love that we can find all records with a SFDC Account ID that starts with “001” or “006” to identify records with the correct Account ID format. However, I’d love to have an opposite operator so that I can filter all records that DO NOT start with “001”, for example, so I can delete the records under Data Operations. Note, our current workaround is that we added this filter to our internal query and also to the S3 ingest rule and deleted all records with a snapshot date prior to today. It would still be great to have additional flexibility with filter operators.

Forum|Forum|5 years ago

kate_greenHelper ⭐️⭐️

Add Custom Lookup Field to Timeline Activity TypesNew Idea

I have a client who would like to include third-party attendees on Meeting activity types that are not part of the Account or an internal user. It would be useful to be able to create a third lookup field (that behaves much in the same way that the internal and external attendees fields work) that could pull values from the Person object for this purpose.

Forum|Forum|5 years ago

prithvi_vihariHelper ⭐️

{Posting on Behalf of Customer}Display Picklist Name(SFDC) or Picklist ShortName( MDA) for reportingNew Idea

Hey Team,I’ve noticed that while reporting on Picklists in reporting we display Picklist API Name(SFDC) or Picklist Name(MDA). We would need these two fields to match for the sync between SFDC and MDA to work.However, SFDC API names are sometimes different from the Picklist names and less readable. In these scenarios, we don’t have a way of displaying Picklist Name(SFDC) or ShortName(MDA) in turn forcing the customer to display Unreadable values in reporting. Note: Workarounds include creating a separate picklist and populating them via case expressions( multiple if there are many picklist values) which can be cumbersome. Could we try to display fields such as Picklist Name(SFDC) or Shortname(MDA) where the customer would have an option to display readable formats too?

Forum|Forum|5 years ago

gunjanmExpert ⭐️

Show Activity Datestamps in Sally in Local Time, not GMTNew Idea

We had a very big double take moment when trying to troubleshoot something related to activity sync times to SFDC. I queried Sally to get a peek at the time of the activity and I was very surprised to see it shows in GMT. Would be good to get it to show in at least the corporate time zone, if not the local user’s time zone. End Proctoring-

Forum|Forum|5 years ago

burtyishContributor ⭐️⭐️

Feature request: [Engagement audience] Disabled rule without deleting itNew Idea

I’d like to have the ability to disable an audience rule without deleting it. Use case: 1. I have an engagement with many audience rules (e.g. user segment, previous engagements). 2. I want to test it on our staging environment. 3. I don’t want to delete the carefully crafted rules, but I do want to trigger it on staging for testing purposes. As it is now, I’d have to delete/change the rules so the engagement will be triggered and then I’d have to restore those rules after testing before launching.

Forum|Forum|5 years ago

link_blackGainsight Employee ⭐️⭐️

Include an option to wait/delay the triggering of any PX Engagement based on elapsed time or # of completed events within the applicationOpen

Posting on behalf of a customer… Use Case: It would be a better user experience if we could allow users to enter the application and do some of their important tasks before we start showing them any non-critical PX Engagements that they may be qualified to view. Potential Product Enhancement: Include an option to wait/delay the triggering of a PX Engagement so that users have time to do their necessary tasks in the application before being presented with any Engagements. There are (at least) two places this could be implemented…This could potentially be appended to the current Engagement Throttling settings and should be based on elapsed PX session/visit time in the application (e.g. 3 minutes after a session has started) or # events recorded (e.g. 20 events have been tracked) or # of page views completed (e.g. 10 pages viewed). This would also continue to allow specific PX Engagement to “ignore” these settings and play in real time as needed. A sample mockup of these changes to the current Throttling configuration screen is below: This could potentially be appended to the Qualification Scope of the Engagement. A sample mockup of these changes to the Qualification Scope configuration screen is below: Gainsight add-on...Currently, PX Dialogs support a “initial delay” option to have them triggered after a certain period of time on a page or feature, but other Engagement types do not offer this setting. To be clear, this is not the same request or use case. See available setting below: It is also important to note that if you do use this “initial delay” setting that the PX Dialog Engagement “view” event for this User is automatically triggered and recorded immediately even if the user navigates away from this page before the PX Dialog is actually displayed. So, use this setting with caution as the “view” events are not always true and can be misleading. @ajrufer

Forum|Forum|5 years ago

Jack-OccleshawContributor ⭐️⭐️

Dashboard Widget showing Knowledge Centre BOT viewsOpen

I would love to be able to put a widget on my product analytics page showing me how much interest we’ve had in the Knowledge Centre BOT. Either on a general views format, or be able to filter it down further to each engagement within the BOT would be great!

Forum|Forum|5 years ago

JyothsnaContributor ⭐️⭐️

Data designer hacksNew Idea

Hi Everyone! I’ve put together a few hacks that I have been using so far to solve different use cases to overcome the limitations of Data Designer. How to enable Mapping or click-through through DD. As you may have already observed when you merge two datasets lets say Company and Contact, the resultant merge dataset will have only Company name/CTA name as text and click-through will be lost disabling the flexibility to navigating to that Company C360 page or cockpit when you click on Company name. The reason for this could be not bringing the Company GSID or CTA ID.Solution/Workaround: The catch here is that you need to bring the Comapny GSID(to navigate C360)and name or CTA ID (To navigate to cockpit) and Name so that URLs are perserved rather than displaying just text. You can drill down only upto three levels in DD. Then what do you do to drill down if you want data from fourth Level? Solution/Workaround: In Data Designer, you can drill down upto three lookups, and the lookups beyond the third shown will not show up at all. So if you want to drill down to the fourth level, you need to bring the fourth level object as a separate dataset and then merge the actual dataset with the new dataset.Example: NPS Survey Response: Participant id (Survey Participant)-> AO Participant id(AO Participant) -> Company id (Company) ->CSM (Company Person)Now picking the CSM for a survey participant becomes fourth level, we bring in the Company person object as separate another dataset within the same data designer and we merge both of them using Company id. You can’t create lookups on DD objects. If you observe the objects created when you run the data designer are standard ones which means it is not possible to edit the object schema or add lookups.Solution/Workaround: Because you will not be able to create lookups you need to carefully choose and bring-in all the fields which you will need in the final dataset. If you have missed to include any field, you need to drag that field in the design from source to final dataset and run the designer again so that the previous object gets deleted and a new object with more fields will be created automatically. Data designer objects are truncate and load type, so to manage incremental data. Solution/Workaround: Since Data designer objects are temporary datasets, the data present in these objects is truncated and freshly loaded every time the job is run. So when trying to manage incremental data(Usage data for example) through designer, work around is to route all this data to a custom object through rules engine before the next run of data designer. Data Designer objects are standard type, you cannot modify the field data types or add fields. Solution/Workaround: We need to carefully change the datatypes of required fields proactively within the design rather than trying to modify it from Data management. If at all you realise that the datatype should have modified afterwards, just modify it in designer and re-run the job so that the object is deleted and freshly created accommodating the new changes. Hope these help, please feel free to post in comments if you have any more hacks.

Forum|Forum|5 years ago

davebrown2242Helper ⭐️

Administrator or System only CTA status capabilityNew Idea

Idea: Allow CS Ops Admins the ability to create back-end only CTA Statuses to leverage in Bionic Rules, Event Rules or Mass Edit functionality. {Basically ‘Exclude from dropdown’ option for CTA Statuses} Use Case: Bulk close all Open Status CTAs (and even Tasks) when account churns or the account type is set to a specific status that no longer warrants engagement from Success or Account Management personnel. Closing Thoughts:Having the flexibility to leverage a specific (admin only) CTA status that is not available to end users would aid admins in automating this task without causing issues in existing reporting around closed CTAs. Being a clutter/cleanliness freak of an admin I want to execute on this use case but fear misuse of the CTA status if end users have visibility in CTA Status dropdowns.

Forum|Forum|5 years ago

bradleyExpert ⭐️

Fix Default Sorting Horizon CockpitNew Idea

Or allow users to change it. When I go into the “My CTA’s” and have the default sort by due date, these are the groupings: Why on earth are the ones end users are going to care about LEAST, the very first one? It should go “Last 15 Days, Today, Next 15 Days, Today”. Or allow them to arrange it however they please. This is also related to the design choice to not have a task view, which I will mention again here because it’s related to this. The horizon experience does not mimic the actual workflow.

Forum|Forum|5 years ago

gunjanmExpert ⭐️

Allow Tagging Key Fields in CTAsNew Idea

You know how we can tag key fields from the dataset when creating CTAs from Rules Engine? We should be able to tag related fields (from the Company, Relationship, User, CTA) on the CTA when creating it as well; particularly in the CTA Name and the Description. In this screenshot, @name should pull up Company Name.

Forum|Forum|5 years ago

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