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    Idea Pipeline

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    6171 Ideas

    Gainsight Employee ⭐️
    SKondreddyGainsight Employee ⭐️

    Audit Logs for PlaybooksNew Idea

    Team, We have a client who is using the playbooks (As playbooks are critical their workflow). They want to  track all the changes who have made the changes (w.r.t specific time) changes made by the specific User. Can we have all the audit logs tracked in the Gainsight as well. 

    2
    sai_ram
    Forum|Forum|6 years ago
    sai33335Contributor ⭐️⭐️

    Show email templates in folders for the Chrome pluginNew Idea

    Wanted to know whether with the gmail plugin templates if there was a way to create folders for the end user to dial into as opposed to them just all being listed. We have our Renewals team templates and are creating CSM templates and i'm afraid it's going to get too cluttered.   Currently according to the doc this is not possible.

    1
    Forum|Forum|6 years ago
    gunjanm
    gunjanmExpert ⭐️

    Migration Support for Report FoldersNew Idea

    Unless I did something wrong, it seems that my reports migrate over to production in the Uncategorized folder. As we spent some time organizing the reports and dashboards properly, it would be nice if there was some Configuration included to migrate the Reports & Dashboards folders too.

    2
    jean.nairon
    Forum|Forum|6 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Adding a Knowledge Center Bot analytics widget to the PX Custom DashboardsOpen

    Posting on behalf of a customer…   It would be nice to be able to add Knowledge Center Bot Analytics to our PX Custom Dashboards.  Since we cannot include this on our account/customer filtered dashboards, we must go to Knowledge Center Bot Analytics and filter by that account/customer to see how they are using our Knowledge Center.  It would be much better/easier/quicker to see these Knowledge Center Bot statistics on our current account/customer filtered custom dashboards.

    0
    link_black
    Forum|Forum|6 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Ability to check off tasks on a Timeline Activity without going to edit modeNew Idea

    Adding tasks directly to meeting notes on the Timeline saves a lot of time. However, to check them off, you need to go to cockpit or edit the Timeline Activity. It would be useful if you could check off tasks in a Timeline Activity without having to edit the Activity.

    1
    nitisha_rathi
    Forum|Forum|6 years ago
    kevin_ly
    kevin_lyHelper ⭐️

    AWS S3 Integration : Have Option To Create New Dated Folder Each Day At the Target To Hold Yesterday's ExportOpen

    Posting on Behalf of a Customer.   Currenlty when getting daily PX  export files from the AWS S3 Integration, it would drop everything at the target destination at one level. Eventually you will have many files in the target destination which can go pretty long.    Example (Its one file here, but each days sends over 10 different files): GainsightPX_User_Feature_RollUps_Day1 GainsightPX_User_Feature_RollUps_Day2 GainsightPX_User_Feature_RollUps_Day3 GainsightPX_User_Feature_RollUps_Day4   It would make more sense to have a folder created each day to contain that days data and would help load time of directory, as you would only open the day that is needed to ingest at the target.   Example (Instead of “Day 1” we be doing a date “2020-07-08”: Day 1(Folder)/GainsightPX_User_Feature_RollUps_Day1 Day 2 (Folder)/GainsightPX_User_Feature_RollUps_Day2 Day 3 (Folder)/GainsightPX_User_Feature_RollUps_Day3 Day 4 (Folder)/GainsightPX_User_Feature_RollUps_Day4  

    2
    kevin_ly
    Forum|Forum|6 years ago
    michael_sweeney
    michael_sweeneyHelper ⭐️

    Customer would like to delete data in the MDA using Rules Engine.New Idea

    Wanting to delete older data weekly before inserting new data.

    20
    HollySimmons
    Forum|Forum|6 years ago
    myoung
    myoungContributor ⭐️

    Allow for Account Adoption percentage denominator to be all accounts in a filterOpen

    Right now, as I understand it, when you look at Adoption reports in PX, the account adoption percentage is the number of accounts who have used a feature in the time frame specified divided by the number of unique accounts seen in the same time frame.  To me, this isn’t the actual account adoption rate.  I would expect it to be “All accounts that have used a feature divided by the total number of paying accounts (as seen from the SFDC connector) (or specified in a particular filter).” We have a very commonly used feature… the account percentage is very nearly 100% all the time, because people who log in do use the feature.  However, some percentage of our paying customers are not logging in, so I need to know the actual percentage of our customers using the feature… if they didn’t log in, they didn’t use it.

    1
    kate_green
    Forum|Forum|6 years ago
    cmultanen
    cmultanenHelper ⭐️

    Idea: Increase Number of Allowed Formula Fields in Transform TasksNew Idea

    There is currently a limit of 10 formula fields per Transform task in Rules Engine. It would be nice if this limit was increased so that we don’t have to create multiple Transform tasks for the same source data.    

    2
    cmultanen
    Forum|Forum|6 years ago
    jim_barker
    jim_barkerContributor ⭐️⭐️

    [Enhancement] Abilty to force a Success Plan Name Schema when creating new success plansDiscovery

    It would be helpful to provide functionality when a Success Plan is created you could format the name oin a semi-automate fashion...such as: Success Plan Type “Get to Green”  Date is 2020-05-20 The Success Plan Name could fill with:   Abatement May 20, 2020    That the user could then add a suffix to.  Don’t forced this to all (PLEASE), but make it a possibility.

    3
    jim_barker
    Forum|Forum|6 years ago
    ana_gHelper ⭐️

    Ability to filter on RICHTEXTAREA (Scorecard Comments) in Rules EngineNew Idea

    Our management wants an automated weekly report on client health scores and their associated comments but: I am unable to attach Unified Scorecard Fact Scorecard Mass Edit report type to a JO Email Template I am unable to create a custom object for reporting and populate it based on any filters on the Scorecard Comment because it is a RICHTEXTAREA field.  I want to be able to narrow down to the last week of at risk clients and associated health score comments for the overall score. I thought to even use Scorecard Timeline Mapping object, but there are all kinds of random text style markers as if it’s an HTML template (<p> etc.) which makes the comments difficult to read. Not to mention, I can’t find any documentation on the purpose of this object, “Scorecard Timeline Mapping” and how to use it. Scorecard reporting has been historically very frustrating for us because of such limitations. If anyone knows of a workaround, please share!

    2
    dan_ahrens
    Forum|Forum|6 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    Changing the Emojis in SurveysReleased

    USE CASE:  In PX, with the current design we are not able to change the icons/emojis in the surveys. For E.g, Considering the Boolean survey, we have two emojis with the different expressions. Here is the image, Some of the users, may not want to use the face emojis, as they might come off as racially insensitive. But with the current design, we can’t change the icons.    So it would be better if we have the option to edit the icons, either through code or by including some other symbols in the PX, like Thumbs-up/Thumbs-down symbols.    Thanks, Shireesha.

    4
    angelo
    Forum|Forum|6 years ago
    michael_sweeney
    michael_sweeneyHelper ⭐️

    Rule that compares 2 fieldsNew Idea

    Hey Team,   Speaking with a customer we came across a use case I would like to share here.   We are looking at an engagement that they would like to set the audience based on the comparison of 2 fields. example…. if field x is greater that field y… then user should qualify for the engagement.     Do we see this as a possibility as a feature request for an upcoming release?     -Mike

    3
    Forum|Forum|6 years ago
    Gainsight Employee ⭐️
    SKondreddyGainsight Employee ⭐️

    In CTA Email Notifications we need to have an option like who had assigned it to themNew Idea

    Hi Team, Currently, our Gainsight end users receive a 'Real Time Digest' email whenever they have CTAs assigned to them. Would it be possible for that email to include who assigned the CTA to them? Right now the email notification just tells them that a new CTA was assigned to them, but does not tell them who assigned it to them

    4
    sai_ram
    Forum|Forum|6 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Add Company Fields as Global Filters on Journey Orchestrator / Program Analytics PageNew Idea

    I’d like to be able to filter the Journey Orchestrator / Program Analytics page by different attributes that are on the Company object.  For example, by Segment (custom field), Stage (standard field), Renewal Date, etc.

    0
    kate_green
    Forum|Forum|6 years ago
    SundeepContributor ⭐️⭐️

    Able to filter the audience for all of the types of the engagements by NPS SurveyNew Idea

    It would be great If the customer had an option of NPS Survey rule logic available in all the engagements types as in with the email engagement type.    

    0
    Forum|Forum|6 years ago
    darkknight
    darkknightExpert ⭐️

    What to do with old CTA TypesNew Idea

    I am in the process of trying to clean up the CTA Types and Reasons for my current environment - an environment I inherited that was terribly configured. Struggling with the fact that I cannot change CTA Types on existing CTAs (and according to Support, Gainsight can’t either) I cannot disable a CTA Type if it’s in use by existing CTAs My only option appears to be to delete the CTAs that use the type I want to eliminate - but I discovered that if I delete a CTA that had an email associated with it, the email gets deleted from Timeline as well. So basically, can Gainsight suggest a way to retire old CTA Types so that end users do not continue to use them?  

    13
    Forum|Forum|6 years ago
    travis_floyd
    travis_floydContributor ⭐️⭐️⭐️⭐️⭐️

    Please Add Journey Orchestrator Source Query Builders to the Rules Timeline to see activityNew Idea

    As I have Journey Orchestrator Query Builders running which use the Rulese Engine to process information, these can be impacting Rules Engine Performance when troubleshooting.  There is no location that shows these JO Query Builder Status in a combined location.  The only way to see a status of a Query Builder running is to go into each Program, then to the Sources, and then into each Query Builder to see that status, to see if it is running, or queued.  To have a dashboard that would show the status. would be very helpful.  To have these show up in the Rules Timeline would be even better.

    0
    travis_floyd
    Forum|Forum|6 years ago
    KateContributor ⭐️⭐️⭐️⭐️⭐️

    Increased Administration Audit CapabilitiesNew Idea

    Hi All, We could benefit greatly from increased audit capabilities & audit logs across all admin functions in GS. Example use case -- I noticed a new Activity Type was added in our system. But I'm not sure who added it, when it was added, when it was last modified or where it's being used. At first glance, I'm also not sure if it's a custom type, or a standard one provided out of the box. This is very difficult for companies with multiple admins, and/or admins who are taking over once implementation has already been completed.   From an ease of use perspective, It would be helpful to see all of this audit details in the same place where this is configured (rather than go to a separate place to see it). E.g. next to the field you can add the edited by & date/time, created by & date/time, and a button for "where is this used"   I'd also request that this audit tracking be added in multiple areas across the system - not just in Activities & Timeline. For example, I think it would be extremely beneficial to have this level of traceability in all areas such as CTAs, Playbooks, etc.   Thanks! Kate

    0
    Forum|Forum|6 years ago
    prathap
    prathapContributor ⭐️⭐️

    Change the error message for Report exportNew Idea

    Hi Team, When user exports the report it fails with below Error saying - Your request to export "" report failed due to the following reason(s): Invalid report details to export This happens when SFDC session expires and export the report. Multiple users reported asking for the reason for it. Can we change the error message saying that Session expired, please refresh the page/login again and try export again or something like that. This will help most of the users.   Thanks, Prathap

    1
    rahul_prayakarao
    Forum|Forum|6 years ago
    Gainsight Employee ⭐️
    SKondreddyGainsight Employee ⭐️

    Allowing the Special Characters like Semicolon, Double quote & Single quote in the Multipicklist Items listNew Idea

    Team, Currently, we don't accept the special character like "Semicolon, Double quote & Single quote" in the Items list of Dropdownlist whether it can be Single/Multiple Dropdownlist as per current design in below screenshot. However, it should accept all the special characters which allow by Salesforce. Can you please consider this request as well.

    2
    sai_ram
    Forum|Forum|6 years ago
    amanda_neil
    amanda_neilContributor ⭐️⭐️⭐️⭐️⭐️

    Color option for the Success Plan ObjectivesNew Idea

    Currently there is no way to identify a High (Red), Medium (Yellow), or Low (Green) color for the success plan objectives.  It would be nice to have this in the objective/gannt chart sections to reflect the items that are trending a specific color.  It would also be nice to have a way to sort and filter on the specific colors.

    10
    andorfuhrer
    Forum|Forum|6 years ago
    tom_gerth
    tom_gerthGainsight Employee ⭐️⭐️

    Include Survey Link in AO Escalation EmailNew Idea

    Currently, we are not able to include the survey link in an Escalation Email in AO. The escalation email goes to the CSM, and in some cases, users would like their CSMs to copy this email and send it back out to their customers personally, and include the survey link. Due to the way our survey participant tracking works, I can't add a template with a survey to the escalation email, but I'm curious to know if there is any way to do this in the future?  The customer wants his CSMs to be able to resent the survey personally but at this time there's no way to get the link to the CSM to then give to their customers. Thanks

    11
    davebrown2242
    Forum|Forum|6 years ago
    darkknight
    darkknightExpert ⭐️

    Success Plan export - support snapshot 2.0New Idea

    This was cited as a comment on https://community.gainsight.com/cs-ideas-21/success-plan-snapshot-2-0-export-capabilities-31593.  Figured it warranted it’s own post. With end users heavily using Success Plans built on Success Snapshot 2.0 it would be great if the Success Plan Export Configuration would support 2.0.   We have dashboard reports linking to SPs, which end users will use to pull up specific SPs.  Except if they want to export, they have to go the extra step to navigate to C360 in order to export a Success Snapshot because the native export function doesn’t support 2.0, producing a frustrating end user experience.        

    5
    rahul_prayakarao
    Forum|Forum|6 years ago
    kmalkContributor ⭐️⭐️

    Create the Ability for an Email Unsubscribe to Trigger an EngagementNew Idea

    We would like to send an in-app engagement to users who unsubscribe from our onboarding emails so that they don’t miss out on information. However, there is currently no way to do this. Please consider creating the ability to trigger an engagement when someone unsubscribes from an email. Thanks!

    0
    Forum|Forum|6 years ago

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