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Idea Pipeline

5610 Ideas

K
Kimberly.HillContributor ⭐️

Skilljar Registration for Live Events SuggestionNew Idea

It would be fantastic if we could capture data on the registrant upon registration.  Having customized questions such as location, role, business, etc. would help us to filter analytics upon completion.

0
K
Forum|Forum|29 days ago
K
Kimberly.HillContributor ⭐️

Calendar Enhancement SuggestionsNew Idea

As we build out our calendars, here are some suggestions for improvement from our team: Allow for users to only see M-F, rather than the whole calendar week. Allow for customization on the visualization of the calendar (fonts, colors, etc). Color code different events/event types. Have multiple calendars available domain-wide

1
K
Forum|Forum|29 days ago
K
Kimberly.HillContributor ⭐️

Skilljar Calendar SuggestionsNew Idea

As we build out our calendars, here are some suggestions for improvement from our team: Allow for users to only see M-F, rather than the whole calendar week. Allow for customization on the visualization of the calendar (fonts, colors, etc). Color code different events/event types. Have multiple calendars available domain-wide

0
K
Forum|Forum|29 days ago
K
Kimberly.HillContributor ⭐️

Post-event survey suggestionNew Idea

We strive to capture CSAT as much as possible but also as easy as possible.  It’s frustrating that to solicit feedback from our live session attendees that we have to create a lesson and it’s not “pushed” to them easily or automatically.  This would be a huge benefit.

0
K
Forum|Forum|29 days ago
mmarques
mmarquesHelper ⭐️⭐️

Audience logic to show an engagement if another has NOT been seenNew Idea

Currently, it is possible to specify audience logic to show an engagement if another has been viewed or completed. However, it is not possible to specify the “IS NOT” condition. My primary use case is that we have an automatic welcome tour. But for an upcoming version of the product, we require a different automatic welcome tour. Because people might use any of a suite of products on different days from sign-up, tours are set to run within the first 30 days.Because we need a new version of the welcome tour, we do not want customers who saw the first welcome tour to also see the second welcome tour. Ideally, we would select the old welcome tour and set the Event to IS NOT and the value to Completed.  However, that is not an option.As a secondary use case, we were thinking about creating automatic surveys about certain engagements. Ideally, we would run one survey for people who completed the engagement - and a different survey for people who viewed but did not complete the engagement. 

3
Marion S.
Forum|Forum|29 days ago
Marion S.
Marion S.Contributor ⭐️⭐️⭐️

Add engagement weighting feature for display prioritizationNew Idea

I would like to request a new feature that allows us to assign a weight value to engagements so we can control which one is shown first when multiple engagements qualify for the same user."If multiple engagements qualify to be shown to a user, the one with the greatest weight will be shown first."To make this useful, we would also like the ability to view and manage these weights in a centralized way, either through a dedicated overview page or by adding sorting and filtering by weight in the main engagement list.This would help us better prioritize content, avoid overlaps, and improve the overall user experience! Thanks for considering,

3
rschlette
Forum|Forum|29 days ago
Marion S.
Marion S.Contributor ⭐️⭐️⭐️

Ability to share dashboards with external users (non-PX users)New Idea

We would like the ability to share a Gainsight PX dashboard with external stakeholders who are not PX users.Today, dashboards can only be accessed internally by licensed users, which makes it difficult to share insights with teams such as product leadership, or partners who need visibility but do not need full system access.Ideally, we would like one or more of the following options: Generate a public or password-protected shareable link. Ability to edit an expiration date for the link or revoke access. This would make it easier to distribute insights, support decision-making, and align stakeholders without requiring additional licenses or manual exports. The PDF export is not dynamic and does not correspond to our use case.

0
Marion S.
Forum|Forum|29 days ago
Marion S.
Marion S.Contributor ⭐️⭐️⭐️

Enable use of Mobile “App Updated” event in Dashboards, Query Builder & Feature MappingNew Idea

We would love to extend Mobile "App Updated" event beyond its current limited usage. Right now, this event is only visible in the User Activity timeline and usable in Engagement Activation Logic. However, it cannot be added to dashboards as a widget, queried in the Query Builder, mapped in the Product Map, used to parameter engagements, or accessed via the PX REST API.Having the ability to use this event across analytics and reporting would allow us to: Track mobile update adoption trends in a dashboard. Link it to a feature to manipulate it in the query builder. Trigger product actions or engagement strategies based on users update. As a workaround, I understand that a Custom Event can be created by our team, but native support for this specific system event would greatly improve consistency, reduce implementation effort, and provide more accurate user lifecycle tracking.

0
Marion S.
Forum|Forum|29 days ago
JayS
JaySHelper ⭐️

Add the ability to select a snoozed option when setting audience rulesNew Idea

I’ve been thinking about scheduling PX engagements and the snooze option. I don’t use it often because it counts as a view, so it doesn’t change the schedule. So, when a user gets their last view in the schedule and they click snooze, they are expecting to see that engagement again, but with the current functionality, they won’t see it again.A couple potential solutions:Make the click on snooze not count as one of the views. For example, if the schedule is set to show the engagement 3 times with at least 7 days between views: Upon first view, user just closes engagement; that counts as their first view and they have 2 left. Upon second view, user clicks snooze. This should not count as a view and they should still have 2 left If user continues to click snooze on their third view, they should qualify to see it again in 7 days; potentially indefinitely if they keep clicking snooze. Add a SNOOZED option to the In App Engagement audience rule. This would give us the opportunity to target users for a “last chance” at the engagement. If the user has previously only VIEWED or COMPLETED the engagement, they wouldn’t qualify to see the last chance engagement. My assumption here is that if a user is clicking snooze, they want to see the engagement again and just may not have time to review it at that moment. (That is my thought when I’m presented with a snooze option.) Add SNOOZED option to the Event category  I’m referencing this article:  cc: @Lake1211 @Gainsight2022 @woodlande @wheelern @rterakedis @aroberts @jmobley @aharkut 

1
Marion S.
Forum|Forum|29 days ago
craig.coe
craig.coeContributor ⭐️

Ability to set default email criteria in Journey Orchestrator (From Name, From Email and Reply to)New Idea

Hi all, first time poster long time user. Apologies if this has been covered previously… 😁In my current role I am responsible for sending email communications (mainly product updates) to a wide range of customer segments - 40+ products and 500k+ contacts split by geography, product, industry sector, persona - you name it. I use Journey Orchestrator to build and publish programs, typically dozens a month.As I am not in a customer facing role, nor a font of knowledge for each product, you can imagine I do not wish to send each program from my own email address. We have a shared inbox for this (hello.customer) and I change the ‘From Name’ ‘From Email’ and ‘Reply To’ email each time I publish a program.A few weeks back I unfortunately forgot to change these 3 criteria and published a program to circa 35k contacts. The result being 5000+ emails landing in my inbox - I still have around 500 to sort through 😫.So my ask is simple - is there any way to specify default values for these 3 criteria? I.e. I would like to configure Gainsight so that all JO programs use our hello.customer email address unless otherwise specified. Perhaps this configuration would need to be specific to users i.e. only users sending mass comms specify an alternate address.I have deliberated and pondered the current configuration, but struggle to understand the logic of not having this functionality. Are admins/end users of Gainsight creating JO programs and using their individual email as the ‘from’ and ‘reply to’ address?If I have missed something here, or this is a terrible idea, then I apologise. I am all ears 🤣

1
craig.coe
Forum|Forum|29 days ago
angela_domenichelli
angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

Admin defined views for TimelineDiscovery

Gainsight Admins should be able to “push” views to Timeline, the same way they can Cockpit views today.  Here are a few use cases:Authored by Current User and Company is not managed as Customer Help CSMs find activities where they selected the wrong account and update with the correct account information Creating a view for all accounts within a hierarchy Helps CSMs with complex account hierarchies find all Timeline activities for the parent and child accounts

33
dayn.johnson
Forum|Forum|30 days ago
M
Max.GutmanContributor ⭐️

Ability to edit the Start Date of CTAsNew Idea

Users should be able to edit the Start Date of CTAs without having to use the Gantt Chart view in the Success Plan.We have a use case where we’re using CTAs to track customer engagements that could span anywhere from a week to multiple years, and sometimes the start dates of those engagements change. We’d like to use the start date field on the object so that we can leverage built in functionality with this field, but there’s no way to update this without going to the Gantt Chart view in the associated Success Plan. Being able to edit this field would be very useful.

0
M
Forum|Forum|30 days ago
darkknight
darkknightExpert ⭐️

CS: Add a "Preview" option to AttachmentsNew Idea

It would be great if there was a “Preview” option for attachments.   If folks haven’t done a great job with naming conventions (or tags), then it's super hard to know what each is unless you download it.  

2
dayn.johnson
Forum|Forum|30 days ago
sam.walker
sam.walkerHelper ⭐️

Improve UX for multi-content lessons that start with a videoNew Idea

We encounter a UX issue with our learners relatively often when they are just starting to take our courses: they think a lesson is video-only, but the lesson actually contains much more content below the fold.We may be able to modify our lesson design to avoid this issue, but I also think Skilljar could enhance the layout of multi-content lessons.Our standard course lesson is a multi-content lesson composed of the following blocks:Embedded video Text and image lesson instructions QuizThe video is a recording of our live course, walking through the steps described in the text, so these are essentially two different ways to access the same content.However, in our live courses, in particular, we observe the following behavior from learners: they find the lesson, but for some reason, they start watching the video. The video they are watching simply repeats the demo we just gave them live. At this point, they get confused and wonder where the exercise instructions are. Or they don’t even start watching the video; they just ask us, “Where is the exercise?”The primary reason they get confused is that, on smaller displays, the lesson loads and perfectly fits just the embedded video. Therefore, they assume the lesson is only a video. They do not scroll down to see the rest of the lesson.Here is a screenshot illustrating the problem:You can view it yourself here (free registration required).I’m agnostic to the solution, but I think a UX designer could improve this somehow. Perhaps a small table of contents, a section jump button, or an expandable section under the current lesson on the left-hand navigation pane.Whatever it is, I think the interface needs to make it clearer to the learner that there is more to see if they scroll down.Thanks.

0
sam.walker
Forum|Forum|30 days ago
D
deannajContributor ⭐️

Add Folder Organization for Saved Prompt HistorNew Idea

Currently, the 30-day limit on saved prompt history is a significant barrier to leveraging Gainsight's Co-pilot effectively. Users often lose valuable, high-performing prompts that took time to perfect.To solve this, we request the ability for users to create and name folders within the right-side chat history area and mark specific prompts and responses to save to these folders indefinitely.This feature would transition Co-pilot from a temporary tool to an organizational knowledge base, eliminating the need to start from scratch or maintain a separate document for prompt storage. Business Impact and Use CasesThis enhancement offers two major business benefits: time savings and knowledge retention/sharing. 1. Knowledge Base for Training and Best Practices Impact: Huge time-saver and accelerator for new user training. It institutionalizes best practices across the team. Use Case: I frequently train the Customer Success (CS) organization on Co-pilot usage. I need to demonstrate effective prompts that consistently yield the best outcomes. Solution: By creating a folder named "Best Practice Prompts," I can save and categorize successful prompts and responses for future demos, ongoing training, and my own quick reference. 2. Customer-Specific Knowledge Retention Impact: Prevents loss of critical customer intelligence and dramatically reduces the time spent rebuilding insights during account transitions. Use Case: Customer Success Managers (CSMs) work with specific books of business that are often shuffled between team members. Valuable customer insights gained via Co-pilot—if not logged elsewhere—are lost when the prompt history expires or the account is reassigned. Solution: Allowing users to create folders like "[Customer Name] Insights" will ensure key data is retained. 3. Elevated Value: Account Transition Sharing Impact: Maximizes Co-pilot's value and directly increases user adoption by integrating it into a seamless hand-off process. Solution: Ultimately, if these customer-specific folders can also be shared with other users (e.g., when an account is shuffled), Gainsight would become an even more valuable and sticky tool for the entire team.

0
D
Forum|Forum|30 days ago
C
CatyguerrantContributor ⭐️

Gainsight Home Calendar FilteringNew Idea

💡 Idea: Add External-Attendee Filtering to the Gainsight Home Calendar WidgetIt would be incredibly helpful if the Gainsight Home Calendar widget included a filter option to show only meetings with external attendees.For CSMs with packed internal schedules, this would reduce clutter and make it much easier to quickly identify actual customer-facing engagements.Why this matters: Speeds up daily planning Improves visibility into true customer touchpoints Reduces noise from internal meetings Helps teams better prepare and prioritize customer time A simple filter could make a big impact on productivity and clarity!

0
C
Forum|Forum|30 days ago
R
rob.devallContributor ⭐️

View Online link for emailsNew Idea

It is email best practice to include a “view online” link at the top of marketing emails. See example attached.Most CSM tools would host the email on the site/severs (similar to how images are typically hosted) and the link would be generated in a similar fashion to the “unsubscribe” link.Gainsight support team have told me that this feature is currently not available.I would strongly recommend that this feature is developed because by including a view online link, you can ensure that your email message is displayed as intended, regardless of the recipient's email client.Thanks for your consideration.

3
Marion S.
Forum|Forum|30 days ago
darkknight
darkknightExpert ⭐️

Gainsight CS: Relationship Attachments need to roll up to CompanyNew Idea

When adding an attachment to a Timeline entry that is linked to a Relationship, the attachment is only accessible at the Relationship level. Access to Attachments should roll up to the Company level, with appropriate filters.For companies that are using Relationships in a limited way, this forces us to add the Attachments tab to the R360 and can create too many clicks and/or paths to get to the records.Not every company uses relationships in the same way. We need flexibility. 

1
bradley
Forum|Forum|30 days ago
atwhite
atwhiteHelper ⭐️⭐️

Filter Search by GroupsNew Idea

With the enhancements to search this year, the filters are very helpful. One filter option that seems to be missing is Groups. Even a single checkbox to select “Groups” (similar to the Topic Type filters) would be helpful, but it would be even better to have the search display a list of groups you’re a member of and be able to refine the search that way.Taking that option even further, the search banner in each group could then default to selecting that group’s filter in the search results (the same behavior you see when searching within a knowledge base, for example). Thanks for considering this!

1
Graeme Rycyk
Forum|Forum|30 days ago
DannyPancratz
DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Add Total Logins to User Export and Related User Data FeedsDevelopment

When creating a new Rank, you can set requirements around minimum number of logins (screenshot below). This tells me that the data exists and is accessible by the system. I propose making that login data (and why not points too while you’re at it, idea below) a standard part of all user data exports.    

4
genells
Forum|Forum|30 days ago
S
sainaveenGainsight Employee ⭐️

Linked object doesn't populate Relationship GSID on CTANew Idea

If the CTA belongs to a Success Plan at the relationship level, and the Relationship GSID is not automatically populated in the linked object.When configuring a linked object, the Admin can select a lookup field from the linked object, and this selection is intentionally restricted to Company-level fields.The selected lookup is used to establish the relationship between the CTA and the linked object, and Cockpit auto-populates this field during creation.Other fields are not populated because the current design does not support auto-population beyond the chosen lookup.Please enhance this to get the ability to select the relationship level field to get this auto populated in the linked object.   ​@AshutoshSingh

0
S
Forum|Forum|30 days ago
bradley
bradleyExpert ⭐️

Expand Attachment Visibility beyond C/R/P360sNew Idea

This is a bit of a piggyback onto these two posts: But in the case that the recent attachments feature considers these as “Released” I want to make sure I’m more specific in my request:While the new feature is a great step forward (e.g., Seeing attachments for a customer/entity in a 360 section), I think adoption would be much higher if a CSM could see (and more importantly, interact with) attachments across their customers all at once. Yes there is reporting, but the URLs are functionally useless, you can’t add tags or modify the records, so it really doesn’t get you that comprehensive view for anything but metrics. What I am advocating for, is the ability to have something like the Attachments section available on Home, Dashboards, etc., in a way that allows CSMs to manage attachments across their customers all at once rather than one customer at a time. It was after all one of the main reasons Home was developed in the first place, so why not extend that ethos to this feature too?

7
darkknight
Forum|Forum|30 days ago
bradley
bradleyExpert ⭐️

Attachments Reporting - Add URL Field for LinksNew Idea

While there is some reporting available for the Attachments feature, it would be great to include a URL field for File Type “LINK” records.Even though each record in GS Attachments has a URL, that field takes you nowhere at the moment. As mentioned, the only place to access files really is in the 360s.What would help, would be if for “files” uploaded as a URL instead of an attachment, populated a field with that URL that you could report on.This would be useful when sending Attachment data to external systems, or even as a way to surface those links more easily throughout the platform.

1
darkknight
Forum|Forum|30 days ago
bradley
bradleyExpert ⭐️

Tag Management in AttachmentsNew Idea

This is pretty closely related to my post about Tag permissions here: but while related, is a different angle.Two main requests:Allow for Tag Reordering Allow for making items InactiveProblem 1: Right now, there is no way to order your list of tags. This is exacerbated by the fact that anyone can make attachment of course, but even if it was limited to a single admin, there’s nothing you can do to change the oder.Today, the only way to order your tags is the order by which you create them where the most recent one is on top. This is a pretty terrible system.Example:A pretty common way to organize a list is alphabetically. Let’s say you have 10 tags and you want them to appear in an alphabetical order, you would have to enter them in reverse alphabetical order. Not the end of the world certainly, but what if you need to add an 11th tag that falls midway through your list?If you simply added it, it would now be at the top of the list, rendering your alphabetization moot. What then? Well, you certainly can’t delete your tags and start over. You’d have to go into each 360, manually remove every tag from every file, then delete them, then start over.Even if you did do that, someone would need to go back and re-tag all of those files. Absolute disaster. Problem 2: There is no way outside of deletion to make a tag Inactive, which if you read the above is impractical in and of itself even as a workaround.File tagging is useful both for users to organize, and for businesses to report on data. However, if your list becomes too long (because anyone can make a tag), or your workflows change and you no longer want a specific tag to be used, there’s really nothing you can do. This can cause confusion for users and bad data for the business. Asks:Please allow admins (or, if you follow the linked post, anyone with the correct permission I suppose) the ability to re-order tags.  Please allow admins to mark items as inactive, similar to picklists. From a user perspective, the Tags feature is similar to a multi-select picklist they can add their own values to. However, there is none of the useful functionality that comes with that. 

7
darkknight
Forum|Forum|30 days ago
bradley
bradleyExpert ⭐️

More Flexibility in Attachments Tagging PermissionsNew Idea

With the new attachments feature, it’s great you’re able to tag attachments (reporting on them is terrible but that’s another post) but there are a few strange things around the user experience that I would like to see improved:You can only tag a file you have uploaded. While this kind of makes sense, you can do any other CRUD action with a file you didn’t upload. So why can’t I modify tags for it? As a result, I need to download, delete original, then re-upload and tag my file Please at least allow users to modify attachments for their accounts, or provide some type of permissioning for non-owned files. Note: This is a similar issue to being able to edit Timeline entries - it is ALSO related to the complexities around Group Send permissions (who can email which customers if they’re not the named CSM on the account). Whoever is the PM for this PLEASE do not solve this in a silo. Anyone can Create or Delete* Tags. This is not great. You can’t delete a tag that’s in use. This in general makes sense, but makes custodial actions impossible, since anyone could make a Tag that says anything they want and in order to delete it, as an admin I would have to find everywhere the tag is used, download the files so they weren’t lost, delete them, then re-upload the file (see above point). Then delete the tag before someone used it again. Anyone can create a tag. I see no admin documentation on Attachments, just the release notes and user documentation. But in the preview I recall seeing something about a Tag limit. While their does seem to be non-case sensitive deduping when creating a new tag, I don’t want the wild west when it is such a pain to clean up (see above). Please provide permission level restrictions for Tag CRUD actions to prevent users from causing headaches.

3
darkknight
Forum|Forum|30 days ago

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