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?
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.
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.
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.
There is currently no configuration option for the new Attachments section of the C360.This means we as admins are unable to control what fields display in the “report” by default for everyone, or the order.As a result, if someone wants to view/add/update descriptions for their attachments they have to:Know it’s possible Click the weird icon that lets you change field visibility Add the field Save View/EditThis is not a great workflow and should be something admins can configure for their users out of the box as a default.
In the Content Dashboard within the Analytics section, I’d love to see a summary of total views included alongside the existing metrics (posts created, topics created, replies, etc.).Right now, the dashboard gives great visibility into contribution activity, but without views included, it’s hard to understand which areas of the Community are attracting the most attention. A total-views metric would help teams quickly assess content performance and make more informed decisions about what to prioritize.Requested enhancementPlease add “Total Views” as a top-level summary metric in the Content Dashboard.Why this matters Helps compare performance across categories and content types Provides a clearer picture of what’s driving engagement Supports reporting needs across Community, PMM, and product teams Reduces the need to manually pull this data elsewhere
A while back Gainsight released a native Slack connector but only made it available for use in Advanced Programs. This means that if I want to send a Slack message from Gainsight I either have to use AP (which is extreme overkill when the use case isn’t tied to an email or survey) or I have to create/maintain a custom Slack application, Custom Connector, and JSON coding in External Actions for this purpose, which requires a whole separate set of skills.Why isn’t the native connector available to Rules Engine? There are innumerable use cases where this would be valuable.
I got an interesting question from a business unit, we created a new forum for a new product and they noticed the subscribe button. They then asked me "How many people are subscribed to this board?" I was not able to answer - Might be a metric that get is useful. If you think this something that could help you as well - consider voting this 'UP' 👍
I have users that are interested in seeing the actual users/ sessions that are represented in the sessions by country widget, and even when I reproduce as a query builder report there is no way to get the data that is represented in the aggregates - for UI users. Or a way to create a report that shows that data at all.This capacity for all reports seems like a very simple feature that is common to many other analytics tools, we previously used Heap and had this function. It would be helpful to have this enabled. I saw some other posts similar to this, but they were from years ago so making a new feature request to put it back up in the pile.
It would be nice to have a drilldown capability for dashboard widgets or any report in PX analytics.
I’d very much like to be able to export the user dashboard into a Google Sheet so that I can segment our highly engaged members there, and also so we have a record to keep. Currently the export option allows for single action analytics only (when choosing export types). As there already exists a user dashboard showing the member name, rank, posts, topics etc etc at /analyticsV2/members > view more it shouldn’t be too hard to allow us to export this data directly from this page, rather than via the ‘Export’ option
From the control environment I would like to be able to see the following:How many users are subscribed to each forum (category) Drill into this total number to see the list of actual users that are subscribed to each forum (category) and export this information to csv From the user profile, see which forums (categories) the user is subscribed to and include this information in the user export fileThis information would allow us to determine which forums are most popular with our users and which ones we may need to promote further or deactivate. It would also give insight to how many users are potentially receiving notifications for new posts in those forums to inform our content strategy.
I would like to see data on subscriptions:Who is subscribed Multiple subscriptions When they subscribed Unsubscribe info I cant push people to subscribe and have zero data to support if my efforts are working or not.
I’d like to see gamification changes over time - how many heroes did I have in Sept vs now, etc.
Hello there. It would be great to see the option to generate Badges and Rank reports so that we could keep track of forum activity. By observing these report types, we could tailor user advancement to the relative behaviour of the community by setting the bars for achieving goals higher or lower (depending on activity levels). Thank you ☺️
Similar to saved views for Content moderation, where you can save the view with filters applied, it’d be really nice to have this for the filterable analytics dashboards.
While troubleshooting a question from one of our CSMs, Gainsight Support informed us that users cannot currently bulk associate CTAs of different types (i.e. 3 risk, 2 lifecycle & 2 renewal) to a Success Plan at the same time.Doing so errors out and forces the end user to essentially do it three times: Bulk assign all necessary risk CTAs Bulk assign all necessary lifecycle CTAs Bulk assign all necessary renewal CTAsNot only does this add unnecssary clicks, but it’s not apparent that this is a limitation in support articles or the UI. To make it easier for day to day usage, we’d love to see functionality added to bulk assign CTAs of any type at the same time.
Related to this post - we have several multi-select picklists that we’d like to be able to sync over to Staircase from Gainsight, and it appears that’s not possible today.2 examples:We have a role field that’s a multi-select in Gainsight that we would like to be able to use in Staircase as well. Currently, we have to do some fancy rules engineering to prioritize roles and use a single select picklist instead. We use Account Programs in SFDC and sync them over to Gainsight in a custom object related to Company. Since Staircase can’t see Related Objects, we don’t have a good way to pull over if a customer is included in an Account Program. A customer can be in multiple Account Programs, and we’d like to be able to create a multi-select picklist of all active programs on Company and sync that over so that we could filter the Executive Dashboard on a specific program to determine the impact and sentiment as well as how much communication it’s generating. As a workaround, I could make a single select, but then I’d have to do some prioritization of programs to determine which one to include OR I could just add a boolean checkbox for the key programs we want to be able to filter on, but then, I’ll have to add multiple fields.
It would be great to be able to see some analytics on the languages used.Already just a pie with the proportion of languages used by end-users would be great.
Would love the ability to see positive/negative/neutral sentiment in our community (specifically for Gainsight CC to be clear) to filter down to things like top users that are positive about X. Right now, we can only filter by activity amongst other things but a highly engaged user does not always mean a very positive user. Having this ability to track sentiment would also help us catch negative comments faster that need addressing.
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