While I know that Admins can mass edit CTAs in the Cockpit, it would be helpful if the users have the option to edit/delete recurring CTAs in a mass edit, rather than edit it one at a time and/or request this to be done/completed by the admin.
Right now, it is possible to define visibility by segment on top items in the mega menu. I’d like to have this option also available for subitems in the (recently released) dropdown items. This will make it possible to keep our menu structure clean, but reserve certain pages for customers, for example.
I’m absolutely loving the new feature where we can log Automated Program activities to our C/R360 so that our CSMs are able to view any automated emails sent out by JO! This has really increased awareness of the programs we have sent, and ensures CSMs aren’t manually sending emails at touch points that are automated for them.One enhancement that would make this feature even more useful is being able to use the Global Timeline to filter to Automated Program and view all Automated Program activities logged across a CSM’s portfolio. For example: we have emails sending to Company Person(s) and being logged at the C360 level each time a new user accesses the product for the first time. Our CSMs would like to see at a glance all messages sent out on some cadence (daily, weekly, whatever), which having a timeline filter for Automated Program across companies & relationships would help with.I do recognize that creating a report that surfaces Timeline Activities where Type = Automated Program and adding it to a dashboard is a workaround, but wanted to raise the idea anyway, as I think it would create a more intuitive user experience for this particular use case & others!
Our community users are asking for the option to sort the replies in Product Updates, specifically to newest first. Default is oldest first and the option to sort the replies isn't there at all right now. Though, in regular topics the option to sort the replies ís there. Can this be added (or created) for the Product Updates as well?
The Curated Content modules currently support only articles, questions, and discussions; Events cannot be added to these modules. In our use case, each product has its own discussion forum, and the ability to include Events within the corresponding product’s curated content would significantly increase visibility for educational webinars among relevant users. At present, users may only see an Event if it happens to be featured on the homepage, leaving no reliable method to surface these resources within product‑specific areas. While we are encouraging users to visit the Events forum, the inability to feature individual Events within curated content represents a substantial limitation to effective event promotion and user awareness.
We are a global team and love Cheat Sheet, but would appreciate the ability to view the outputs in multiple languages for our team.
Currently is only possible to understand the usage/adoption of Cheatsheet at the C360.It would be great to be able to report, and get insights on our users on Cheatsheet at R360 level.Thank you!
Now that we are on NXT, we are fully shifting our view in Gainsight to the Person/Company Person construct in place of SFDC Contacts.Previously though we had a Related List section on C360 that displayed the list of SFDC Contacts. Our end users would frequently use the Export function on that section:There does not appear to be an export option in the Company Person view:The only workaround I can see would be creating a Related List view off the Company Person, but this would not give them the ability to Create new persons and we don’t want two sections.This is a request to enhance this widget to have an export option.
As we look to provide better opportunities for collaboration across our broader Account teams for a given customer (AE, SE, Renewals Rep, CSM), we would greatly appreciate if consideration was taken to develop the ability to automatically push Gainsight AI-generated Account summaries into Salesforce-linked Slack account channels.
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.
I saw a few other Ideas about an AMA function for Staircase AI, but it would also be nice to have this in CC. The ability to start an AMA where community users can ask whatever they want. Is this something that can be possible for CC?
I’ve found a use case to need to include the Month name as a token. It would be great if we could have a “Month Name” as a date formula to derive the name of the month from a date. I tried doing a case expression, but since it doesn’t give a “Starts With” option, I am not able to derive the month from a date and convert it to text.
In a similar vein to how the C360 used to show True/False and now shows a checkbox for Boolean fields I would love the option to do this in reports. I say option as sometimes True/False/Null may be preferred and sometimes just a Checkbox would be better. This is especially true for when we have end-user facing reports, and those with in-line editing. It is much cleaner to just see a checkbox than a load of text that initially is hard to quickly see who has what set. It also lets us control the options that can be set to just True/False and reserve Null for us admins/back-end updates if required.
While it is possible to rename the federated search section through Phrases, the content is not of any type, resulting in the filtering being inconsistent:The search page filtering by topic type does not represent the full content, and selecting any content type results in eliminating all federated search results, since they have no type.A fix could be making either:Making all content “Article type” so content is not eliminated unpredictably to end users (Meh) A dedicated type option for federated search content that can be renamed through phrases (Nice) The ability to create custom sub-types altogether that are assignable to content at will (Oh yeah!)We want to use the federated search to provide search results for our e-learning courses.for example and the fact they do not appear as a content type feels like a big misrepresentation.
It is a bad/weird experience that when you are in a page (eg. Ideation) and you see the search bar, that it is a general search of the entire community, and not just of the category/sub-category that you are currently in. These forums should be pre-filtered when using this search.I saw two Questions about this, but no Idea for it, so just sharing this idea so that others can comment and vote for it too.
I’ve seen several ideas about filtering and search, but none of them seemed to describe the problem we are facing. Our community will soon be multi product (think Apple, Microsoft, etc) so basically that means that our categories will become our products: Category A = Product A > Category B = Product B, etc. From a search functionality perspective this bring quite a bit of a challenge since currently ‘searchers’ can’t filter results by the product they use. We know that the main search everyone uses is the one on the home page and there doesn’t seem to be a way to add any filter on that one. What we want to avoid is user of Product A having to go through results of Product B, but we can’t find a way to get around this. So here’s where the idea comes. We’d love to see the global search on the home page being able to filter results by category / product. One of our product designers created a mock up to help visualize a potential solution. Typeform and Videoask are products in this context. There’re of course other ways to solve this, as seen on the Apple communities for instance. See where it says communities (aka products) at the bottom. Hope this resonates with other folks.
As the Insided community platform search function is powered by Algolia, there’s a tool we could use which would make search results much, much better.It’s called ‘synonyms’ and means we could tweak search results for keywords. For example, if you have a fantastic search result for the search term ‘price’ but a poor results page for ‘tariff’ you can add a synonym so that the user who types ‘tariff’ sees the results for ‘price’.It’s also great for mispellings and words which have multipled spellings, such as center/centre or practise/practice.It’s managed manually, you can tweak as you go, and it produces far fewer zero clicks on search results. I know this because we also use Algolia search on our brand website, and for our in-app search too.All Insided need do is enable this function for us, and to set up access to our Algolia dashboards. I’m sure we can all be trusted. The version I’m suggesting is the free one (that comes with a basic Algolia subscription). There’s also a more advanced AI-driven option, which costs extra, but I’m not familiar with it.Here’s a bit more info about how it works.Looping in @Marion Frecaut for info.
I have two wishes for the search feature:When I search something, I wish to see in the results short preview about the post where the keyword is used. With this I can see the context and I can choose to click the result or not. Currently topic title higlights it but it isnt enough When I choose to click one search result I would like to be forwarded straight to the content (post) where my keyword can be found. This is super important, especially with the longer topics
We’d like to suggest support for category scoped tags, in addition to (or instead of) globally shared public tags. A community supporting multiple products may share some high-level topics, but each product has unique terminology that doesn’t apply elsewhere. Global tags quickly become noisy and less useful. When all tags are shared across the entire community:Tags become overly broad or duplicated with slight variations Users see irrelevant tags for products they don’t use Moderation and tag hygiene become harder Search and filtering lose precision
Would love to have the table of content on the right side and accessible when navigating throughout the article. This way our users do not have to go to the top of the article each time they want to go to a different section within the article.
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