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    Idea Pipeline

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    6172 Ideas

    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
    Gainsight Employee ⭐️
    sreddygariGainsight Employee ⭐️

    Group the Average session duration based on the accounts/users on the dashboard widgetNew Idea

    Hi All,   It will be very helpfull if we can group the average session data based on the Accounts/users on the dashboard widget as shown in the below screen shot.   Regards, R Satheesh

    0
    Gainsight Employee ⭐️
    Forum|Forum|6 years ago
    jp_lingamaneni
    Gainsight Employee ⭐️
    jp_lingamaneniGainsight Employee ⭐️

    Hide user details from PX usage reportsOpen

    Daily/weekly usage reports that gets sent to PX users includes sensitive information like name, email address. Allow admins the ability to hide this information from usage reports.  

    3
    Forum|Forum|6 years ago
    SundeepContributor ⭐️⭐️

    To view users or accounts that belong to a segmentNew Idea

    It would be great If we have an option to filter out Audience/Accounts by using Segments. Using this feature we can know how many users/Audience will qualify for a particular segment. Instead of applying more filters every time, we can have a segment created and use it. We do have a workaround by using the Email Engagement for preview or using the rules in segments directly as filters. But Having a segment as filter makes things so much easier

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

    Show how many users will see an engagementNew Idea

    After applying audience rules for a guide, I would like to see how many users match the criteria. This would help boost my confidence in the rules I created. For example, if I have 0 rules I’d like to see that every user is going to see the guide, and if I apply a rule for something like “users are not located in north america” I would expect that number to decrease. Without this, I don’t know if the rules are working or not.

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

    Dropdown for Multi-Question Survey ResponseNew Idea

    It would improve the UI to allow for a Dropdown type of field for multiple-choice survey question responses, instead of a long list with checkboxes.

    1
    jared2095
    Forum|Forum|6 years ago
    lila_meyer
    lila_meyerGainsight Employee ⭐️⭐️⭐️

    PX: Folders for engagementsReleased

    As we create more and more engagements, it would really be helpful if we could organize engagements into folders. I could see organizing engagements by topic or application page or release version for example. This would help me find what I was looking for more quickly.

    8
    Forum|Forum|6 years ago
    jp_lingamaneni
    Gainsight Employee ⭐️
    jp_lingamaneniGainsight Employee ⭐️

    Ability to hide certain type of events in Path Analyzer reportNew Idea

    It would be helpful if there is a toggle to show and hide certain types of events.  For example, being able to hide UI Element rules would help a lot. Show only custom events hide generic features like “Any Page Viewed”     

    1
    Forum|Forum|6 years ago
    AdamZContributor ⭐️⭐️⭐️

    Goal thresholds in PX Dashboard widgetsOpen

    What Provide the ability to set a goal target or range in Gainsight PX Dashboard widgets.  Ex. Weekly active users goal 1,000 weekly active users.   Why Currently, information about metrics goals must be stored outside of Gainsight PX (ex. in a document, wiki, etc).  Therefore, it’s hard to know if a metrics is good or bad.  The ability to get a goal target or range would make it easier to remember and communicate shared goals with different stakeholders viewing a dashboard.    

    0
    Forum|Forum|6 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Is possible to report on how many timeline entries are drafts?New Idea

    I want to see how many timeline entries are in draft to make sure CSMs are going through and moving out of draft eventually. Is there a way to report on this?

    2
    nitisha_rathi
    Forum|Forum|6 years ago
    SundeepContributor ⭐️⭐️

    Initial delay behavior & Engagement dialogue count viewNew Idea

    The Initial Delay is working as expected. However, Customers have a concern that if the user navigates to another page before the initial delay, the user will not be able to see the engagement but since it was loaded on the client-side, it will be considered as viewed. This is a false view count which will affect the customers when they want to target the audience who haven't really viewed the engagements.  It would be really great if the false view count was fixed where customer's can get the correct count about the engagement viewed.    

    0
    Forum|Forum|6 years ago
    imran1184
    imran1184Contributor ⭐️⭐️⭐️

    Is there any chance of availability of Gainsight 360 in NXTNew Idea

    Is there any chance of availability of Gainsight 360 in NXT

    6
    Forum|Forum|6 years ago
    reneehouse
    reneehouseContributor ⭐️⭐️⭐️⭐️⭐️

    Gainsight Admin ability to opt-out customers/contacts from non-operational Success Communications & SurveysNew Idea

    Unless the customer unsubscribes from the link provided there is no way for the Gainsight Admin to opt-out the customer and/or contact(s) from non-operational Success Communications and/or Surveys.  Sending a test e-mail to yourself on behalf of the contact provides an unsubscribe link that does not work.  Gainsight Admins should have the ability to opt-out on the customer's behalf instead of telling them to unsubscribe on the next e-mail communication.  

    9
    Forum|Forum|6 years ago
    sai33335Contributor ⭐️⭐️

    Allow Serverside search for picklistNew Idea

    In the report builder grid, we have two types of searches Clientside and ServerSide based on one condition that is the size of searchable items(records).  1. Clientside search will search the grid results directly (if the records count is less than 1000). 2. In the case of ServerSide search, if the report result is more than 1000 records and you do an inline search it will search at the Database level.  So, when you applied the filter, the records were limited and the Clientside search was performed. In the case of no filter, the record count was more and it came under ServerSide search. Here, ServerSide search for picklist is disabled which is expected. Can we enable this for picklist type field.    

    1
    rakesh
    Forum|Forum|6 years ago
    BenmandelsteinContributor ⭐️

    Connectiong Success Plan Timeline Entries to Success PlansNew Idea

    We would like the capability to connect “Success Plan timeline entries” to the actual Success Plan. Currently the CSM types in the name of the Success Plan but there is nothing actually connecting it to that plan. We want to be able to see all new timeline entries in our Success Plan dashboard.

    1
    mary_taylor
    Forum|Forum|6 years ago
    hardik_mota
    hardik_motaHelper ⭐️

    Bulk update success plan as activeNew Idea

    Hi Team,   We have a customer who is looking to bulk update the success plan by making them as Status as “Active”. Currently we don't have this feature in gainsight.    Reason: We are unable to close the relationship level CTA's via rule because they are part of a success plans which weren’t active. When the success plan isn't active, corresponding CTA's also wouldn't be active. The rule was showing zero fail and zero pass.    Impact: We need to go to each success plan and make them active manually.    Best, Hardik

    1
    aditya_marla
    Forum|Forum|6 years ago
    sierra_evans
    sierra_evansContributor ⭐️⭐️⭐️⭐️⭐️

    Report filtered by content in timeline notesNew Idea

    Hello,  Resurfacing a request I saw on some older community posts… an oldie but a goodie! I’d like to be able to create a report on timeline entries, filtered by keywords present in the notes of timeline entries. Currently, we are able to filter by contains keyword for the Subject, but not Notes of timeline. Any further consideration for this?

    4
    HollySimmons
    Forum|Forum|6 years ago
    laura_webster
    laura_websterContributor ⭐️⭐️⭐️

    Viewing all tasks for a day or week.New Idea

    I would like to understand how people are best keeping track of their tasks. My thought is that I would log in in the morning, and see all of my tasks that are due today and throughout the week. Then i can prioritize and plan my week. But it looks like I need to go find these tasks within each individual CTA. I would love them to appear in a calendar view or something. How are others doing this? Right now, I will export them and prioritize them in excel. 

    6
    matthew_lind
    Forum|Forum|6 years ago
    kleasure
    kleasureContributor ⭐️⭐️⭐️

    Add Notes to DashboardsNew Idea

    I could be missing it, but is there a way to add a notes field to the dashboards?   We have this in our own product, and it’s incredibly helpful to call out quick wins or point out high-level data points. It helps provide context or summarize a widget/report for someone like an executive who doesn’t spend all their time in Gainsight, allowing them to quickly glance at the data and immediately get what’s most important out of it.    Something like a standard blank field that I could add multiple times to a dashboard, and edit it for each instance with the summary info I want to include.

    2
    matthew_lind
    Forum|Forum|6 years ago
    rajasekhar_parasu
    Gainsight Employee ⭐️
    rajasekhar_parasuGainsight Employee ⭐️

    Report changes were not reflected in quick insightsNew Idea

    Report changes were not reflected in quick insights.   For example If a customer created a quick insight on a report. Later customer removed some field in the report builder it was not reflecting quick insght.  

    3
    gunjanm
    Forum|Forum|6 years ago
    narayanan_s
    narayanan_sContributor ⭐️⭐️⭐️⭐️⭐️

    Notes and Attachments to reflect similar lists of attachment as in Accounts page related section of SFDC in Gainsight C360New Idea

    In recent days, we ended up CSMs asking for similar ability where they could attach necessary files using Gainsight c360 layout that we have in Salesforce Accounts related tab “Notes and Attachments” section.  Functionality helps CSM to look for what contracts they have signed and which contact has to be reached for ease of communication with right customer contacts at need of hours. We did build a solution having a report on Attachments and link to C360 layout using ParentID field as the customer id lookup. Apparently solution worked, however retained only with direct files to the customer/account id but the lists show up is not exactly as SFDC related tab. Where as, SFDC does reflect files associated even to its contacts task, events, notes etc I reached to support team of Gainsight and they where directed saying it could be achieved via VFP, but again, managing VFPs developed by internal IT had overlaying issue on Gainsight page layouts and if this feature is developed by Gainsight as embed solution of having it under C360 or even at R360 would be of great deed.  Can we get this in one of a future releases? Thanks for keeping up the rate of customer success high.

    1
    Forum|Forum|6 years ago
    kcsp
    kcsp

    Calendar View in C360 of Customer EventsNew Idea

    Having a calendar similar to an Outlook/Gmail calendar where CSMs can log any upcoming events/PTO/Blackout windows for their customer on their respective C360 pages is a request our CSM team has asked about. They’re aware of the CTA Calendar view, but the view they’re interested in is not specifically tied to CTAs. It’s more for calendar management for their customers, so they know what times they won’t be able to engage with their customers (e.g. busy blackout periods), and what times to engage. This C360 specific calendar could potentially roll up to a main calendar for the CSM that includes all of their customer events logged so they can visually see what’s coming.  Perhaps this is an additional visual representation of Timeline? 

    0
    kcsp
    Forum|Forum|6 years ago
    Julie-Pinto
    Julie-PintoContributor ⭐️⭐️⭐️⭐️

    Ability to filter any report/widget by number of visitsDiscovery

    Posting on behalf of a customer:    In Audience and Account Explorer, you can see the number of visits per account and per user.  As a user, I would like the ability to filter any report or widget by the number of visits. For example, I may not want to target a user who has only been to the product once. Right now, I can sort Audience and Account Explorer by visits, but I cannot filter.  There is another similar request that is focused specifically on Retention Analysis. 

    3
    shireesha_reddy
    Forum|Forum|6 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Allow a mapped PX Feature (or Module) in the PX Product Map to be disabled without deleting itOpen

    Submitting on behalf of a customer…   It would be nice if PX allowed a mapped PX Feature (or Module) in the PX Product Map to be temporarily/permanently disabled without deleting it.  And, with this, the ability to filter by “active” vs. “inactive”  PX Feature (or Module) in the Product Mapper view.   Use cases: disable a PX Feature from being tracked temporarily/permanently without deleting it (we may want to turn it back on later)  build/test a new, improved mapping for the Feature without deleting or modifying the original one when Features are no longer being used after they were removed from the application  

    1
    angelo
    Forum|Forum|6 years ago
    jrodContributor ⭐️

    When using the bot, give users the ability to paste in screenshots and also allow attachmentsNew Idea

    For the bot to be a useful support and product idea tool it needs to have the ability for users to paste in screenshots in the message body as well as supporting attachment of files. We’re getting great engagement from our customers through the bot, but the lack of ability for users to show us their problem or suggestion visually or through files is creating extra steps in the feedback support process since we have to ask them to email them.  

    1
    Julie-Pinto
    Forum|Forum|6 years ago

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