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    Idea Pipeline

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    6162 Ideas

    anirbandutta
    anirbanduttaExpert ⭐️

    Analytics for Groups: Membership and UsageDiscovery

    Groups bring in targeted growth waves within the community 🏄🏼‍♂️All actionable KPIs welcome:Growth in membership within a time range: Numbers at a min, trend lines even better Growth in points: a common e.g. if I am to launch a Top-Member contest for a daterange Trending content Other Gamification usecases like categoriesAnd it does not all have to be exclusively available in the backend console… The leaderboard available on the UI. 

    5
    Aleksandra
    Forum|Forum|7 months ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Success Plans Modify Date updated when CTA or Timeline associated is updatedOpen

    It would be great for the modified date on the Success Plan to be based on max date of a timeline entry or CTA modification. We are trying to encourage CSMs to update the CTAs and Timeline entries to help us track how often they are interacting with the plan. Right now, the modify date only updates when you close the plan, which is not a true reflection of how often a CSM is interacting with the plan.

    22
    darkknight
    Forum|Forum|7 months ago
    stephanie.davisContributor ⭐️

    Grant customers access to add CTA in MSPNew Idea

    CSMs frequently track progress on big picture projects using the MSP tasks. Customers are allowed to edit existing CTAs, but not add new one themselves. Can we please look at changing permissions to grant selected customers the ability add new CTAs themselves? This makes progress check ins more seamless.

    0
    Forum|Forum|7 months ago
    Christa Brown
    Christa BrownContributor ⭐️⭐️⭐️

    Welcome home page layoutReleased

    The ability to build a default welcome home page layout that would be the layout a new user sees the first few times they login (could set a timeline or number of logins) and once this time or number of logins expires, it would automatically switch to match the current home page layout for all users. Could simply be a sticky banner at the top that directs them to the welcome resources but once they’ve logged in a few times (or ignored/minimized the content) it no longer shows up for them on their home page view.

    7
    Sudhanshu
    Forum|Forum|7 months ago
    Kgastaldo
    KgastaldoHelper ⭐️⭐️⭐️

    Sort Help Others by CategoryDiscovery

    I need a way to help our employees find the questions that need a reply or a best answer from the front end. They can use the “help others” tab or “unanswered questions” at the top - but from there they have no way to sort. It’d be great if they could sort by category from either of those options.OR If the search page would add “unanswered” as a filter or “least replies” from the drop down, that’d work too. 

    7
    Sudhanshu
    Forum|Forum|7 months ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    API Operation for Custom Notifications in Notification CenterOpen

    For the Notification Center enhancement that’s in development, it would be ideal to have the ability to create custom notifications via the API.  From CC Roadmap Update #29Notification Center enhancement coming soon 

    6
    DannyPancratz
    Forum|Forum|7 months ago
    Kgastaldo
    KgastaldoHelper ⭐️⭐️⭐️

    Restrict Content from Appearing in the Activity FeedOpen

    Hi! We’ve recently launched our KB in the community (which is great), with our team creating 170+ articles in a little over a week.  I’d like to restrict these articles from showing up in the recently active feed, as they push all the questions way down the feed. 

    9
    Sudhanshu
    Forum|Forum|7 months ago
    Hiewwaiy
    HiewwaiyContributor ⭐️⭐️⭐️⭐️

    Recently active page - option to exlude contentOpen

    We would like to exclude certain content from the recently active feed. We create a lot of support content for our community. Every time we publish something, the contents appears in the recently active feed.   Our users find this disturbing. Many other relevant topics slide down in the feed and are therefore overlooked. Moreover, we think dat most support content do not need to be displayed in the recently active feed …  

    8
    Sudhanshu
    Forum|Forum|7 months ago
    mobrien14
    mobrien14Helper ⭐️

    Use New System Templates in Any FolderNew Idea

    First - I appreciate the work the GS product team has done in adding enhancements to JO and email templates, particularly the new pre-built template options.With that being said, as of now, there isn’t a way for us to start a new template draft using one of the system templates from any folder. Instead, the current process is Navigate to System Folder → Find the Template we want → Clone.Not only does this add unnecessary additional clicks, but the cloned template is added to the Uncategorized bucket and causes additional steps to ensure proper organization. Adding an option to the ‘Create a New Template’ window, or mimicking the new look of HRE templates, would help us begin using these in a quicker fashion.Option 1: Add a “System Template” drop-down to let us select one.Option 2: Separate “System Templates” as an option when clicking ‘New Templates’ 

    5
    HayleyBarry
    Forum|Forum|7 months ago
    jnelsonContributor ⭐️⭐️

    Group Send - Allow 'From' and 'Reply To' addresses to be customized as in Journey OrchestratorNew Idea

    This request is to allow for free form text in the ‘From’ and ‘Reply To’ in Group send so we can modify the prefix to our needs using Gainsight already approved email domains. Our company would like to send Group send emails using a shared email address.When using Group Send, both the ‘From’ and ‘Reply To’ email addresses are predetermined options, based on tenant email configuration. However, Journey Orchestrator allows for free form text.  Group Send Journey OrchestratorThe impediment to use Group Send as it stands today is the shared address does not contain an inbox so the address cannot be validated and added to our org wide email addresses, which would allow the address to show up as an option in the ‘From’ and ‘Reply To’ in Group Send. This is why we need the ability to modify the prefix for approved email domains with free form text. 

    0
    Forum|Forum|7 months ago
    hopoatemContributor ⭐️⭐️

    subscribe to group - receive all notifications about posts and replies to that groupNew Idea

    My users need emails when they are participating as part of a group and are expecting ongoing notifications for all conversations within that group. 

    0
    Forum|Forum|7 months ago
    Dima.SabbaghContributor ⭐️

    Make Scorecard Measure Contribution Weight FixedNew Idea

    There appears to be an inconsistency in how scorecard contribution weights are calculated when a measure value is null or zero.Currently, when a measure (e.g., Depth of Adoption) has a null value, its contribution is calculated as 0% instead of maintaining its assigned weight (e.g., 20%). Replacing the null value with 0 also changes the contribution calculation unexpectedly (e.g., recalculating to 50%), which can distort the overall scorecard output.This behavior may lead to misleading results, especially in scenarios where a measure is intentionally unreported, not yet available, or manually managed.Suggested Enhancement:Introduce an option or configuration setting that allows contribution weights to remain fixed (e.g., always 20%) regardless of whether the measure value is null or zero. This would ensure scorecard stability and prevent unintended recalculations due to missing or default values.

    0
    Forum|Forum|7 months ago
    Wes French
    Wes FrenchContributor ⭐️⭐️⭐️

    Admin Configured Task LayoutsNew Idea

    Problem: Custom fields added to the task layout is displayed on ALL tasks. Solution: Admin configured task layouts based on CTA Type and/or Timeline Activity Type.Activity Timeline Example Use Cases:1. The CSM adds a task from a ‘Risk’ activity timeline type, I would like to be able to configure a custom task layout that only links to the ‘Risk’ activity timeline type and allows the CSM to capture ‘risk’ related information in the custom admin configured task fields. 2. The CSM adds a task from an ‘Update’ activity type, then the admin configured task layout could be more simple. Maybe just a description field along with the standard defaults.Same for CTA’s…CTA Type Example Use Case:1. The CSM creates a Customer Goal and also creates a CTA and links the CTA to the Customer Goal record. The CSM chooses ‘Customer Goal’ as the CTA type. I would like to configure a custom task layout that is only linked to the ‘Customer Goal’ CTA type. Summarize:Admin configured task layouts based on CTA Type and/or Timeline Activity Type would create an overall improved user experience when customization is needed at the task level within each organization.

    1
    Forum|Forum|7 months ago
    kumaranbcakContributor ⭐️⭐️⭐️⭐️⭐️

    The Object Dependency feature needs significant improvement to be truly useful for admins.New Idea

    The Object Dependency feature needs significant improvement to be truly useful for admins.First, the dependency view must allow filtering of dependent rules based on meaningful criteria such as: Active / Inactive Scheduled / Not Scheduled Read vs Write dependencies Without this, it’s extremely difficult to identify which rules are actually impacting an object versus those that merely reference it.Second, the Object Dependency feature still shows obsolete rules that no longer exist in the system, including older generation rules that pre-date the Horizon Rules Engine. This creates confusion and reduces trust in the dependency data, especially when we are performing cleanup or impact analysis.There is also a suggestion in this thread to rely on Analyzer, but unfortunately this is not a reliable alternative. In multiple cases, Analyzer does not surface correct or complete dependency information.For example:In our Gainsgiht instance, The “X” field on the Person object is actively used in several rulesEven after repeatedly refreshing the Data Flow Diagram, Analyzer does not show the respective rules at all. This is just one example among many.Additionally, earlier this week I attempted multiple times to refresh the Data Flow Diagram, but it did not refresh for at least four days, further limiting its usability.As admins, we need a reliable, accurate, and filterable way to identify dependencies before making changes to objects or fields. Today, neither Object Dependencies nor Analyzer fully meets that need.

    0
    Forum|Forum|7 months ago
    PollySimsContributor ⭐️⭐️

    Default to logged-in user for Timeline task ownershipNew Idea

    It would be amazing if the tasks generated from the AI Followup in Timeline could be defaulted to the logged-in user or another named role. We love that we can create tasks from the followup items but for each one the user has to add themselves as the task owner (its default owner is blank). Most of the time the person sorting through the list of followups from a meeting would be the person owning the tasks, so if makes sense (for our use case) that all tasks default to that user and they can set other users as task owners if needed.Thanks!

    0
    Forum|Forum|7 months ago
    ronaldContributor ⭐️

    Conditional statements in Journey Email BodyParked

    Is there a way to include conditional values/statements in body of the email journeys? As in if certain data points exist, then insert Y statement, and if another data point exists, then insert Z statement?Wanting to adjust a few lines of content in the same journey for each recipient based on a few parameters -- like does the recipient have Y trait, or do they have Y+Z trait

    6
    Forum|Forum|7 months ago
    Gainsight Employee ⭐️
    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

    1
    alizee
    Forum|Forum|7 months ago
    mlevota
    mlevotaContributor ⭐️⭐️

    Automaticly notify author when topic is published with AI Moderation Agent onNew Idea

    It is mentioned that by default, posts are moderated without user notifications and that our community team can notify authors via the Notify Authors button in the Control… but it does not do the same for when a post is approved and posted. Would love a way  to automatically notify the author when their post is approved and published with the AI Moderation Agent turned on

    1
    revote
    Forum|Forum|7 months ago
    emiller
    emillerHelper ⭐️

    Fill in Contact/Account in Community-to-CaseNew Idea

    I have been testing the Community-to-case feature in the CC Salesforce integration as a potential workflow for routing community questions internally, and I discovered that after the case is created, the integration does not fill in the customer contact & account from Salesforce even if the community user is linked to a contact.  I verified with support that this is “working as designed.”  I get that there may be instances when the wrong contact is matched, but the amount of extra work required to manually add the contact after the fact makes this feature far less useful. Please consider at least adding an option to the integration settings to let customers decide whether or not they want to associate the contact to the case.

    0
    emiller
    Forum|Forum|7 months ago
    flangsamCommvaultContributor ⭐️

    Additonal Row for C360 Tab ScrollingNew Idea

    On C360 we tend to use a lot of different tabs where the scrolling from left to right (multiple clicking) becomes tedious even though theres a 3 button option to see all and scroll down. The request is to add an additional row on C360 for the tab list to have a more overall view of all tabs on one page or as much as possible. 20-30+ Tabs but would like it a singular view or condensed view to see all tabs available for 2 or multiple rows of C360 tabs stacked on each other. 

    0
    Forum|Forum|7 months ago
    stacynContributor ⭐️

    Mass Approve/Validate CTA EmailsNew Idea

    The ability to mass approve CTA emails is a feature that would be instrumental for our CSMs. Can there be a way to select all/multiple validate email tasks and approve for sending en mass through cockpit?

    0
    Forum|Forum|7 months ago
    stacynContributor ⭐️

    Token Access to a User Managed Email SignatureNew Idea

    We strive for customer communication consistency no matter the place an email originated. It’s a big miss that Gainsight CS doesn’t natively have a way for users to manage/import email signatures to match exact styling format as seen in Outlook/etc. If there could be a way for the CSM to manage email signatures in there user profile that would great! Then give Admins the ability to access that field as a token mapped in email templates.

    0
    Forum|Forum|7 months ago
    stacynContributor ⭐️

    Exit Participant from Program-Triggered CTA in CockpitNew Idea

    When a CTA is fired off from a JO Program step, the CSM could have the ability to knock off that participant through the CTA/Task view in Cockpit should that participant no longer need to continue on in program journey. This is a functionality they were previously used to having in ChurnZero.

    0
    Forum|Forum|7 months ago
    stacynContributor ⭐️

    Manually Enter Participant to ProgramNew Idea

    It would be great to have the ability for a CSM to manually enter a participant into a program regardless of audience configuration trigger. This is a functionality they were previously utilizing with ChurnZero.

    0
    Forum|Forum|7 months ago
    stacynContributor ⭐️

    Track & Action on Email Replies from JO Element OutcomeNew Idea

    The ability to track email replies is a necessity for us to efficiently run our Growth CSM side of the business. I noticed this idea came up in the community over 7 years ago and I still don’t see an update from Gainsight team. Outside of open/click rates, is there a plan to add the ability to track if an email was replied to? So we can take action off of that reply ouctome from the email element within a JO step.

    0
    Forum|Forum|7 months ago

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