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    6171 Ideas

    JyothsnaContributor ⭐️⭐️

    How to send Internal Risk Reports to Management through Journey OrchestratorNew Idea

    As we know that we can send reports through Journey Orchestrator, here I thought of sharing how to utilise this feature for sending risk managements reports. Think about the internal managers receiving the update about the risk accounts and their details through email every week! How helpful it would be for the managers to just have it in their inbox without having to explicitly open the dashboard and check for details every time. Also we do have option to embed the link of dashboard, so that the managers can directly navigate to actual dashboard if more information is needed addition to what is sent in emails.Step1: Create reports that would help the manager to understand the what is risk about, and also with other details like renewal date, their ARR, stage, etc from Report Builder. Below is the sample report that shows list of Escalated Risks in the current quarter. Likewise create the reports which gives most useful information to manager to gives insights about what are the actions next to be taken.  Step2: Once the reports are ready, create an email template and import the reports what you want to show in the email using the button highlighted in the image. Step3: When you click on edit report, you will be able to browse through available reports and select the one which you need. Now to send the emails which contain only the the accounts that particular manager manages use this filter “To Recipients ->Contact”. You will able to pull any 5 columns from the report so its always recommended to pull most important fields here and insert the link to that report, so that manger can navigate to actual report to look for more details. Step4: Now, create a JO program of type “User” so that you will be able to pull participants w/users instead of accounts.Step5: Now pull the participants through any of sources types supported query builder, csv or powerlist. Then configure the source with appropriate filters to pull only the intended managers who should receive the survey. Pull in the basic details of the recipients like first name, full name, last last and map them to the standard fields in the program.In the eligibility criteria, check the option to allow participants with unique criteria to enter after “Completed” so that managers receive the email as per the scheduled time periods.Step6: Go to email configuration, select the email template which contains the reports, and make sure you tag all the tokens correctly and fill in the all the email details appropriately. Step7: The last part of the configuration is scheduling the program. You can schedule the program according to time frame you would like to send the emails to manager like monthly or weekly. Here I have scheduled it run every Monday so that managers receive every Monday Morning! ​​​​​Hope this helps, let me know if you have any questions.

    1
    sai_ram
    Forum|Forum|6 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    Account as SCOPE in Funnel/Path AnalyzerOpen

    Hi Everyone, With the current design of PX, we can only have either Session or User as a scope while creating Funnel/Path analyzer reoprts. But most of the B2B companies would be having large amount of user base and it will be difficult to analyze the reports with User scope. So having the Account field as one of the scope, will reduce time and effort. ​​    Thanks, Shireesha

    4
    bostojic
    Forum|Forum|6 years ago
    darkknight
    darkknightExpert ⭐️

    Rule Execution Logs from Scheduled runs not containing Action DetailsNew Idea

    When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: Manual:    Worse still, the email that comes through doesn't even tell me the number of records from the Action the way a manual rule does: Scheduled: Manual: This increases the level of effort required to monitor/troubleshoot.

    25
    phani_kumar
    Forum|Forum|6 years ago
    TlewisgreenContributor ⭐️

    Populate Internet Tab Names with Customer Info (Instead of generic)New Idea

    See above, a tab with a customers Cockpit view.

    4
    jean.nairon
    Forum|Forum|6 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Increase ability to format Success SnapshotsNew Idea

    Would be nice to be able to do the following while creating a Success Snapshot for export:  change the font size Align in the center, right, left change font color add hyperlinks to text ability to add text over pictures create tables in a text box and allow "tags" (not a table from a report) text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to. Allow for sub-bullets and sub-numbers Get rid of funky spaces that show up at the top of a text box 

    23
    Forum|Forum|6 years ago
    dan_wiegert
    dan_wiegertGainsight Employee ⭐️⭐️

    Currently there is no way to configure the "Add Records" section in the C360 Low volume object module in NXTNew Idea

    I have been working with. a Gainsight customer: InsightSquared, and they pointed out a very interesting enhancement possibility for the C360 section in NXT.  They have added a C360 section that uses the Low Volume object interface. One of the attributes of this interface is the ability to add records, and apparently there is no way to order how the “add record” fields are ordered. In C360 setup, the only configuration displayed when you try and configure a low volume section is a dropdown menu to select your Low Volume object. I’ll let this picture tell the story: So here’s the ask: In C360 setup for the Low Volume module, could an additional config section be added to the config where a drag n drop sub-menu be added  I did run this by my L2 support team and they confirmed that this isn’t a bug, so that would mean that mean that this would better be classified as an enhancement request

    1
    Forum|Forum|6 years ago
    brittany
    brittanyContributor ⭐️⭐️⭐️⭐️⭐️

    Creating Surveys with TokensNew Idea

    I want to be able to create surveys with tokenized merge fields within the questions that customize the survey to each client completing it. 

    21
    ml2019
    Forum|Forum|6 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Add Global Context as Parameter in Survey AnalyticsNew Idea

    Customer is using Global Context to identify the specific article that a survey was responded on.  We’d like to use this as a filter parameter in analyzing the survey responses in Survey Analytics.

    1
    angelo
    Forum|Forum|6 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Time tracking using the Case Success widget (Service Cloud/Support Console)New Idea

    We are transitioning tracking time using Timeline. Timeline is great when inside Gainsight but when clicking on a case to view it or a project we are automatically put back into SF. We then have to go back to C360 to track time against the case/project record. It would be nice to either add the timeline tab to the Case Success widget while on the case/project or allow us to add a visual force page to the case/project object that we can add timeline to and when putting in a timeline entry it will automatically associate with that case/project record. 

    1
    Forum|Forum|6 years ago
    darshana.shah
    darshana.shahContributor ⭐️⭐️⭐️⭐️

    Data Designer sync with ReportingNew Idea

    Hello, First and foremost, I love Data Designer. It is easy to use and a great combination of Rules engine and Reporting. The case and formula fields work beautifully.  With that said I found a slight hiccup, that I would love some enhancement on. So currently when you publish a report from data designer it automatically carry over into report builder. However there are some features that are not available in data designer explore that are available in reporter builder. Example Ranking. So now every time I make a change to data designer and then re-publish a report, I also have to remember to go to report builder and redo any additional setting or preferences i.e. Ranking.  I would love to see some additional features that mimic report builder.  Best Regards, Darshana ShahADP

    1
    rakesh
    Forum|Forum|6 years ago
    jared2095
    jared2095Contributor ⭐️⭐️⭐️

    Add attachments to your feedback formNew Idea

    Nearly ever time I’ve submitted an issue using your in-app feedback tool, your support agent asks me to send a screen recording of my issue. It’d cut out a step if you allowed me to add attachments to my initial support request rather than waiting a while for a response only to be asked to send a recording.

    0
    jared2095
    Forum|Forum|6 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Add Global Context to Event Rollup S3 Export FilesOpen

    Global Context should be reportable in some fashion, and it is currently not included in S3 exports - please add it to the Event rollup, Engagement View, Survey Responses, etc files.

    0
    kate_green
    Forum|Forum|6 years ago
    darkknight
    darkknightExpert ⭐️

    Report Builder: Add ability to colorize widgets when displayed on a DashboardNew Idea

    This is both an aesthetic request and, I feel, a good way to be able to draw attention to certain data points on a dashboard. For example, I created a widget that is the average Score for all accounts.  When I display this on a CSM dashboard or a Manager dashboard, they get the average score for all their accounts - it would be a nice touch if I could add in the color based on the score range. This could also be used in situations where there are ARR ratios that determine a CSM's portfolio.  You could have a widget with the total ARR for a CSM and assign a color to it if it is getting close to or has gone past the preferred threshold for a CSM's book of business. I'm sure there would be other use cases...besides the bonus of adding some "life" to dashboard views.

    7
    heather_hansen
    Forum|Forum|6 years ago
    meenal_shukla
    meenal_shuklaGainsight Employee ⭐️⭐️

    Support sending transactional (CSAT) surveys in email assistNew Idea

    There is no way to send out transactional surveys in email assist. Use case: Customer wants to send out a survey to a list of contacts as and when necessary in an ad-hoc manner. The survey needs to be associated with a project because it is a CSAT survey.  The customers wants to use the email assist functionality to send out these surveys associated with a project. Currently, this is not possible, not even with a linked object (Project being the linked object in the CTA). Are there any plans to improve this functionality? cc @roja_kode 

    1
    Forum|Forum|6 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Summary Level Formulas in ReportingNew Idea

    Something that’s missing functionality wise for me and stopping us from moving a lot of reporting over from SFDC is the ability to do a summary-level formula.  Real-use caseAs some background, once a timeline entry is logged in GS we push to SF as an event, we then run some logic on the event record and “fulfil” those which should be charged for (professional services), we then push back all event records in to a custom object (as we can’t update the original timeline entry with this information). Each record therefore says how many hours it was for, and whether it was fulfilled or not. What I want to be able to do is report on the % of hours fulfilled, and then dynamically on a dashboard this would show based on the users filters, e.g. they might look just at their own accounts, or a leader might be looking at the whole book of business. In SF we do this by having a summary-level formula (which is referencing a row-level formula, but as that’s using an IF statement this would also not be possible in GS, but could get around it using a rule <not ideal, but doable>)  

    1
    rakesh
    Forum|Forum|6 years ago
    phartnettContributor ⭐️⭐️

    Update the Default CTA Due Date to BlankNew Idea

    We’re looking to update the default CTA due date to blank, this way it forces a CSM or tech rep to select an appropriate due date as opposed to having it default to today and immediately going overdue 

    3
    CurtisValentine
    Forum|Forum|6 years ago
    pheskethContributor ⭐️⭐️

    Ability to copy a task, duplicate a task, or re use a taskNew Idea

    Creating tasks under objectives can take a few minutes to fill out completely. When there are multiple similar, but discrete tasks, it would be very beneficial to have the ability to either copy or duplicate a task, or re use the same task to create new ones. This would speed up task creation, and reduce admin time in creating the same things over and over. The ability to copy these within an objective, across objectives, and potentially across individual accounts would be excellent.

    1
    danny_hallgren
    Forum|Forum|6 years ago
    cameron_wright
    cameron_wrightGainsight Employee ⭐️⭐️

    Reporting on NXT Permission Sets - Enhancement RequestNew Idea

    Currently you cannot report on the User’s permission sets in NXT, This would be super helpful in a range of scenarios. Currently I have a customer that is trying to organize their permissions so that Internal Users have the correct permissions from within their instance.    

    3
    CurtisValentine
    Forum|Forum|6 years ago
    keith_mattes
    keith_mattesHelper ⭐️⭐️

    Admin Life: Auto Collapse/Expand button for filter/show-me/criteria fieldsNew Idea

    As an Admin, I believe I’ve clicked on the “+” in the Admin UI when creating rules and datasets about a billion times :) Especially when filtering on Type.  It would be great to be able to “Collapse All” when looking at all the lookup/iD fields in an object since this is the default state a “field hunt” should initiate on. Is anyone else experiencing “+” fatigue when building rules and reports? :)

    4
    CurtisValentine
    Forum|Forum|6 years ago
    chris_mudd
    Gainsight Employee ⭐️
    chris_muddGainsight Employee ⭐️

    Ranking Calculated fields in reportsNew Idea

    Currently we are not able to rank calculated fields within report builder.  It would be helpful to be able to use calculated fields within ranking of reports.  

    2
    phani_kumar
    Forum|Forum|6 years ago
    prithvi_vihari
    prithvi_vihariHelper ⭐️

    Ability to select percentage type in S3 Bionic ruleNew Idea

    While Loading using an S3 ingest job we notice that the Value ( for eg) 0.23 would be converted to 23%(converted to percentage by multiplying by 100) when writing to a Percentage type field but when we are loading the same using a S3 Bionic type query it would load it as 0.23% itself as the data type doesn't include Percentage. In order to avoid this discrepancy can we have the ability to select Percentage Datatype in the Bionic rule for the field in the S3 fetch. Example.gif: https://cl.ly/6a44b627c395

    3
    prithvi_vihari
    Forum|Forum|6 years ago
    juljohnsContributor ⭐️

    Attach image or video to issue ticketNew Idea

    Hi, I have to submit several issue tickets per month. It’s always easier to communicate the problem is I can include images or a screencast. However, there is no option to include an attachment on issue tickets. I can add an image or screencast once Gainsight has responded to my ticket via email, but this is inefficient - please make it possible to attach images and videos to the original ticket.

    1
    link_black
    Forum|Forum|6 years ago
    darkknight
    darkknightExpert ⭐️

    Allow punctuation in Dataset Task namesNew Idea

    This is more of a nuisance than anything - but when objects contain punctuation, the auto-naming function within datasets fail.  Would be nice if it the Task either allowed punctuation OR auto-removed the punctuation for you like it does in the Output Dataset Name field. (Preferably option 1.)  Wouldn’t be so bad except there are several Gainsight system objects that contain punctuation in the name:  

    1
    rakesh
    Forum|Forum|6 years ago
    jen_pakravan
    jen_pakravanContributor ⭐️⭐️⭐️⭐️⭐️

    Enable Sally for Slack to report Success Plan InformationNew Idea

    Are there plans to add Success Plan information as something a user can query through Sally for Slack? There's a huge need for it in our org that would really drive Gainsight to be the source of truth for all customer info.

    8
    josh_grigone
    Forum|Forum|6 years ago
    Gainsight Employee ⭐️
    SKondreddyGainsight Employee ⭐️

    We want to view the Gainsight User Licence type(full or viewer) in user management pageNew Idea

    Hi Team, We have a customer who wanted view and export the users including the user licence type(full or viewer) from the user management page. Similarly how we are getting the last login date & time of a user.

    11
    andreammelde
    Forum|Forum|6 years ago

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