We would like to make an ideation board available for each separate group. We want to use groups to invite customers/users for beta tests and friendly user tests. We have various products for which we want to invite testers, but not everyone will be asked for everything. Depending on the product you are a tester for, we will unlock a specific product group for you through groups. To collect ideas, we want to use ideation within that group. This means that in this private group, you will only have access to the ideation board of the product group for which you are a tester. Our use case is focused on B2C, where we want to involve customers in improving our products. This opens up new opportunities for customer engagement, accelerates the improvement of existing products, and enables us to launch even better products. In a B2B setup, you can distinguish customers based on their feedback and ideas for each product they purchase from you. This provides a clear overview and allows you to manage all your customers on a single platform.
We are starting to get interest from stakeholders in the GS P360. Without fail, when someone learns that they can look up an individual person, they ask “How do I get back to the Company View now?” They consistently click on the Company Name and expect it to be hyperlinked.Would be a small QOL improvement for Ops (less questions) and Users (less confusion).
Now when we have recurring exports, I would like to get them automatically to email. .csv should be included to attachments so AI agents can process the data for me, automatically.Less manual work is less manual work.
Using Copilot, when the results are returned in a table format, CSMs are needing the ability to export the table in the results. With the table results, it asks if we need an export of the results. When I confirm that I do, it shows:“You can export this dataset using the following identifier:” The table again “To export, use the export or download option provided in your Gainsight or Copilot interface and reference the dataset_id above. If there is a specific export format you need or you require guidance on the next steps, please let me know!” There is no export option or id shown.I then clicked the copy icon next to the thumbs up/down icons and see it contains a URL, however when clicking the link, it only pulls up a Gainsight page with a 404 error. I submitted a support ticket in addition to a community question post (link below). Support responded, “...Currently, Copilot does not have a dedicated export option, and we are not able to export these responses at this time.” For this reason, I’m submitting this as an enhancement request. A couple of questions:Is this functionality on the short to mid-term roadmap? Is so, when might that be? The current response from Copilot is very misleading as it suggests an export is possible. Can something be done to update the response provided? This is causing confusion.
The API can access all of the fields in an Idea except Team Notes. Please add Team Notes to the payload of GET /Ideas/{ID} We currently have an automation that moves our community ideas into Jira/JPD. The team has started using Team Notes in the community when the idea goes through the inital moderation process, but unfortunately there is no way to get that information into JPD via the API. As a secondary ask, an Idea.TeamNoteChanged webhook would also be appreciated, but the API is useful to more.
Hey, it would be very useful to update the get user info part of the API to be able to break down the “topics” number into:Questions Ideas Articles ConversationsRight now it groups everything into “topics”
community.yourdomain.com/topic/new?type=idea but a parameter that works for the conversation/discussion topic type.
Hi all, For our community it would be great if we could change the default topic type from Question to conversation. Is it possible to make this a self-service? Most topics in our community are discussions/conversations, our questions without a 'correct' answer. (f.e. 'My parents are getting divorced, what should i do?')
When inserting hyperlinks into text, it would be incredibly helpful to have the option to set the link to open in a new tab. This functionality would enhance the user experience by allowing for smoother navigation and better content engagement. We want users to be able to easily return to original page they were on before they clicked the link and opening in a new tab facilitates that.
Hey guys, A couple of weeks ago I found out a shortcut to embed on the community. This way we could embed Google Maps, Facebook videos, etc. I told Shane how I worked it out: First, go to Facebook, select the live video you want, and click on the three buttons in the right corner. Here click embed. A code appears (PS. this trick works on all the iframe codes, I also tried it with embedded Google Maps). Go to the backend of the community, create a new topic. Add a header, and a small piece of text in the body. With only the code, the topic won't be accepted. For example: Test https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2FEconomicTimes%2Fvideos%2F902127109979445%2F&show_text=0&width=560" width="560" height="315" style="border:none;overflow:hidden" scrolling="no" frameborder="0" allowTransparency="true" allowFullScreen="true"> Click on 'Publish.' You'll see that the post doesn't load the live video. So, go to 'Edit Topic.' Delete the whole text with 'Select All' (do not only select the visible text, you need to delete the by now invisible code as well). Again, type the text you want and paste the link of the live video. Publish again. Voila! Now, a couple of weeks later, the function disappeared and all the iframes we embedded in previous content has disappeared. Could you please fix this, so we can embed iframes again? Thanks! Bart
I have had several customers request an enhancement to the Outlook/Gmail plug-in feature. Some end-users do not like to have to click the Log To Timeline checkbox to ensure the email is logged to timeline. Sometimes they forget and it is extra clicks. The enhancement request would be to allow all emails to be automatically logged to timeline without requiring an end-user to check the checkbox. Perhaps we could create that as an administrative setting that could be enabled or disabled as desired?
I would like to be able to filter on the source field (highlighted in the screengrab) This source field is accessible when reporting on the Timeline object - though not possible to filer via Timeline UI. Two use cases we have that would benefit from filtering on Source field in Timeline UI Currently we’re syncing Salesforce activity into Timeline, and being able to include/exclude Salesforce source data would be a neat enhancement. We have Sales people who log calls in Salesforce and don’t use Gainsight. Being able to sync to Timeline is great. We also encourage CSMs to update Timeline via Success Plans. When they do this correctly, the source -= Success Plan name. Being able to filter specifically on these entries would be super useful.
As the title states, I’d love to be able to use User Groups to assign Success Plans in a Rules Engine.Our current process is to generate a score based on the number of open Success Plans per user and then assign the next Success Plan to the user with the lowest score, but as you can imagine this is quite the lift. Having the ability to use a User Group for Success Plans would make administrating this type of round-robin so much easier.Are there any plans to include User Groups when assigning Success Plans?Cheers
Having a way to automate the process of sending invites and revoking access based on conditions like lifecycle stage changes, contact role updates, or contact status changes would be an extremely helpful addition to Spaces.Right now, inviting contacts to Shared Spaces and revoking their access is a fully manual process. As customer bases grow and contacts change roles or leave organizations, keeping Spaces access current requires ongoing manual upkeep, which is time-consuming and easy to let slip.If we could have the ability to automatically invite contacts to a Shared Space when they meet certain criteria OR automatically revoke access when a contact becomes inactive, leaves a company, or a relationship ends would be highly beneficial.This would make Spaces much more scalable for teams managing a large number of accounts and ensure that only the right people have access at the right time, without requiring manual updates.
Hi there, It’d be fantastic if, on the Customer Communities, the attached files would be displayed in chronological order: most recently added would appear at the top. Use case: in our community, there are posts that are periodically updated, and new files added. Hence, we have a few posts with 50+ attachments, and the way they are displayed by default is not the most user friendly.Thanks for your consideration!
Situation: As indicated in the following topic, when changing an idea's status via the API, no status reply is created. As a result, the user is not actively notified of the status change, and the status transition is not visually visible in the topic.This is, however, the case when changing the status via Control.Idea: My suggestion is to formally provide the option to include a status update reply in the status API — just as would be the case if the status were changed via Control.
When merging an idea via the API, no replies are created in the source and target idea.As a result, the user is not actively notified of this merge, and the relations between the source and target ideas are not visible in the topics.This is, however, the case when changing the status via Control:Source idea Target ideaIdea: My suggestion is to formally provide the option to include a reply in the merge idea API — just as would be the case if the status were changed via Control.I understand that the status update part would be left out, since this concerns a different API, but the rest is still relevant.---This idea is related to this one:
Expanding on this idea to remove participants when certain criteria are met — it would be really useful if we could either remove someone or branch them when they reply to an email in Journey Orchestrator.A reply usually means the customer is engaged, and we should stop sending them down the default path (in our case, additional survey reminders). Right now, handling this takes extra steps or workarounds for our Digital CS team. Currently, they’re replying to the survey on the customer’s behalf, which results in bad data.A built-in option to act on an email reply (remove or branch) would simplify things and make the flow more responsive.Would love to see this added — anyone else run into this?
I’m trying to adopt the new version of Journey Orchestrator, but keep finding areas where it’s not in parity with the old version! In the new version, if your participant list is based on a query, that query can’t be edited once it’s active. It can’t even be edited if you pause the journey. The only solution I see is to clone the journey, make updates in the new, and activate changes in a new program. TL;DR this is a hassle, and time consuming! This is challenging because you have to then manage different versions, potential exclusion list for the new JO to not pull in participants from an old version, you have to monitor the old to make sure everyone has complete before stopping, you have to create reports to get analytics of all versions, etc. Would love to see the flexibility that the old version had, where you can adjust your queries on active JO’s.
I continually hear that this is a commonly requested feature but was surprised that there doesn't seem to be a post specific to this topic (searched by Programs and Advanced Outreach) vs the one off requests for individual program functions. I have to highlight just how frustrating it is that you cannot edit a published Program (save for the schedule and entry criteria). You can't change the query You can't add or remove a step You can't tweak the settings of a Create CTA step (this required duplicating the journey twice to to try a different setting and then remove the step due to the bug) You can't adjust the wait timer You can't modify the conditions on a conditional wait Nearly every single adjustment to a Program requires duplicating it and then tracking historical metrics manually. This is not just an issue with live Programs but with Programs that are built to test. Since it has to be published to run through the test conditions, any corrections are to be made on a duplicated version. The biggest issue I have found regarding this missing functionality is that you lose any 'once in a lifetime' or re-entry criteria limitations you set on the original journey. Any time we've had to make a little tweak, either due to addressing bugs or actual changes to our flow, has required duplicating the journey (now on our 4th iteration) and we lose that limitation. There is no native way to prevent someone from re-entering the duplicate journeys. The only way I can think to prevent this is to now go back and edit the logic in the query builder filter to exclude any contact that received a specified email in X amount of days...which is a different space/data set task to incorporate and will require a rework of my entire query AND . . . duplicating the journey.
Idea: Add filter options in Analytics in the Content and Q&A Dashboards (or as general filters in the Advanced Dashboards lists) to delineate between Solved and Open Questions, including (if possible) page view counts and dates for when questions were marked as Solved.Example: If I access the Content Dashboard, select a date or date range, and filter by Content Type → Question, I want to be able to further delineate Open, Solved, or Both for Questions. This would allow me to see page views for Solved and Open questions during that period. Additional widgets related to “Questions Marked as Solved” during that date range would be nice. Use Case: We rely on customer self-service via Q&A to deflect Support cases. Via generally accepted ticket deflection metrics, we can attribute deflected cases to X amount of page views on both Solved questions and general help content. We are beginning to heavily incentivize members to answer questions and mark them as Solved (or “Best Answer” in our case). It is important for us to be able to see information about questions over time, including which are Open, which are Solved, and to delineate when a question was marked as Solved. Thank you!
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