Right now, I can set the Journey Analytics to look at Template, but not version. We want to have the reports be able to drill down to the exact version for reporting. Otherwise, we have to build a custom dashboard to filter down to this
Here’s the use case: there’s an update on an R360 that needs to be specifically related to the R360 for the R CSM to easily see and historically look back on. The C360 CSM also needs to be able to easily see and historically look back at this. This use case does not apply across the board, meaning the global setting to roll up R360 updates to the C360 is not ideal. Instead, we would like the ability to select on the particular R360 update whether to push it to the C360 also.More than ideal situation: Same thing backwards, with, of course, the ability to specifically select which R360 since that’s a 1:many relationship. The workaround of just posting it twice is not a possibility due to the tracking of activity load then getting inflated, and also the confusion of where the commentary for internal discussion should live. End Proctoring-
We have an Newsletter style email that is left justified and would love the ability to use the buttons but they only sit in the middle of the email. It would be helpful to have the ability to adjust the “button” feature so that you could apply it somewhere other than just in the middle of the email template. Even if you could only apply the (Left, Right, Center) justify options to it.Thanks!
We want to be able to edit a Wait Timer after publishing. This is helpful to adjust as we may introduce new programs at a later time, or get feedback the timing should be adjusted. It would be great if this would be able to choose to apply to all participants or only future participants
We’re building out moving NPS from another provider to sending via JO, I’ve added a step post-response which calls API and sends the details to zapier so we can push to slack. How can I include the comment in the message? It only seems to have NPS (score)?
I have a request from a customer to either have the ability to set the section size or even dynamic sizing for the "Cockpit" section on C360 page. When scrolling is on, it takes up a large space and users would like the space better used on the page.
I like that in the new release there is a Report Description field, but it would be helpful to make this description visible to Dashboard viewers. My thought is to have it display whenever a user hovers over the Report name on the dashboard.
USE CASE: Currently in PX filters, we can only apply a AND logic if we add two or more different types of rules in filters. See the image below, If you see in the above image, if we apply two different types of rules like Users and Accounts, by default the AND logic will be applied. However if we use two rules within one filter like two rules in Users or Two rules in Accounts, we have the ability to change it from AND to OR.But globally, for different types we do not have the ability to change it from AND to OR.It would be really nice to have a filter configurations like we have in the Audience rules of engagements. See below,
Posting on behalf of customer: Currently, when PX user what to communicate with people who have sent feedback via KC bot is little tedious as every time PX user has to copy each email and feedback from UI . Instead, if there could be a method to send a direct email to people from UI or to copy emails at bulk based on category of feedback and other filters it could ease the process.
Posting on behalf of a customer, In PX, We have several knowledge Centre Integrations like Zendesk, Salesforce, Mind touch, Etc. An option for Integration with Intercom would also be helpful, as some of the customers might have their docs in Intercom. Thanks, Shireesha
Hello, Are there any plans to introduce more fonts into the Email template builder in JO? It would be great to have a wider choice than the preset nine. Something like handwriting or more creative fonts - appreciate not all fonts can be easily read by the many email software people use these days but more choice would be great.ThanksKaterina
It would be great to have saved filters on user management. Right now, when I add a filter to view just my full license users and click into a user to edit them, when I save and go back to the user list I have to re-add the filters.
Posting on behalf of a customer. Customer is changing their strategy for using Success Plans and is wondering if there might be any plan in the future for us to have an ability to merge active success plans? Instead of multiple plans per account, they would like to be able to merge everything into a single annual plan for an account. Any thoughts on feasibility on this would be helpful! Thanks
Pulling this suggestion out from another post from @darkknight Allow end user to select a template(s) to apply to a Success Plan when the Success Plan is being created (rather than having them Create the success plan and then go apply templates after the fact). The extra step of applying a template is a burden to end users that should be a dropdown option in the create new Success Plan screen after selecting the Type. Much like how Playbook is an option for CTAs after selecting the Type.
Currently, the only way to update the exclusion list on a program is manually via CSV upload.As a Gainsight Admin, I would like the ability to use a Rule to dynamically update the Exclusion list for a single JO Program.While we could leverage the query-builder in sources to exclude participants by unique email address, being able to define a program-specific list could be very useful.Our use-case is that we have a Pendo NPS dataset that is being integrated into SFDC and we want to dynamically exclude any participants from there from current NPS sends without manual intervention.
It’s me again… The Gainsight Enthuisast. As our ADP gainsight users continue to use the feature we are finding a great deal of customization/enhancments that would be excellent ideas. We have found that if we wanted to add the full C-suite it is difficult. Currently once you add 1 person, everyone else is above or below. Once we reach the top (C-suite) it is hard to add the CFO, CTO, CSO, etc. as they are peers and no one is above them. Or during a transition period there are co-CEOs so how do we accommodate for this? or if we have client who has more siloed business units, i.e. Mercedes who has a full C-suite for both their commercial vehicles and consumer org.Please feel free to contact me as we can further elaborate and show real use cases. @kate_green @kate_peter Best Regards, DarshanaADP#stillinlovewithgainsight
Hi, I'm currently working on cleaning up and re-mapping existing CTAs within my Org. Aside from deleting CTAs that were entered incorrectly and re-creating them, is it possible to change/re-map the CTA type using the "Mass Edit" function/feature? Thank you in advance, Jasmine
When you are building the survey, it would nice to be able to drag the pages to change the order. I know you can drag the questions to a different page, but if you have a lot of questions on one page, it would be easier to just drag and drop the whole page.
I had a customer with a use case where they wanted to skip an advanced outreach email step in an email chain if the variant does not match. Right now, if the variant does not match they get dropped before the AO even starts. There is a setting that allows you to send the default template if there is no variant match however in this case they would like the AO to skip the email and move along the chain.
We’d like to be able to use the NPS dial that is available on the 360 in reports, and thererfore on dashboards. The “workaround” of using the summary widget isn’t really sufficient as it’s the visual representation of the placing on the dial that is needed. (and to easily choose True or Avg NPS) Thanks
The control panel contains a lot of filters within the Forum overview. But it is not possible to filter for any content types, like: articles ideas private messages With a content type filter it would be much more convenient to create custom lists to work through as a moderator / community manager - e.g. "list of all ideas posted within the past month (that have at least one upvote)" or "list of all articles posted in subforum X (by a registered user)".
Currently we are intentionally retaining the html tags so that the formatting is not lost when the data is loaded to some other rich text field. When this is report is exported this adds the HTML to the report. We would like to see the option when reporting to be able to export with out this formatting.
It would be great to add a Gainsight Analyzer feature for Journey Orchestrator, in the same way we have it for Rules Engine, Cockpit, Scorecard, Objects, etc.We don’t have a way to monitor the performance of our programs, and when we experience significant ‘Queued’ times or lengthy sync times this would be a useful feature to have.
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