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    6162 Ideas

    ariveralContributor ⭐️

    Automatic Error Notification for Incorrect URLs in Audience FiltersNew Idea

    Problem:Today, Gainsight PX allows users to target engagements using specific URLs within Audience → Rules. However, PX does not currently validate whether an entered URL is correct or still exists in the product. Because of this, admins may unknowingly configure engagements using outdated or invalid URLs, especially in products where page structures change frequently.As a result, engagements fail to trigger for the intended audience, which leads to missed responses and inaccurate reporting.Use Case:Our own product experiences constant URL changes due to ongoing UI/UX updates, new page releases, refactoring, and A/B test variations. Because there are high volumes of URLs, it is not feasible to manually track every single change.This has led to multiple instances where PX engagements set for specific pages did not fire, because the URLs had already changed. Consequently, we have received complaints about low NPS response rates and low engagement metrics, which were later traced back to invalid or outdated URLs in the PX audience filters.Proposed SolutionIntroduce URL validation and notification capabilities within the Engagement Audience Filters. Specifically: Real‑time validation: When a user enters a URL in the audience filter, PX should detect if the URL does not exist or cannot be found on any tracked sessions. Warning message or error state: PX should display a clear visual warning such as:“The URL entered appears invalid or has no associated user sessions. Please verify.” Optional notification or proactive alerts: Email or in‑app notification when URLs used in active engagements have had 0 occurrences over a defined period. Automated suggestion to update or review affected engagements. Reporting enhancement: A view or dashboard that shows which active engagements are referencing URLs that may no longer exist. Value to Users and Admins:Prevents engagements from silently failing. Ensures better targeting accuracy and reduces missed opportunities for user insights. Improves NPS response volume by ensuring surveys trigger where intended. Reduces admin overhead from manually validating URLs. Provides greater confidence and reliability when configuring PX engagements in environments with rapidly changing URLs.Business Impact:This enhancement will directly support teams who rely on PX for critical feedback mechanisms (e.g., NPS, CES, surveys, product onboarding), and it mitigates risks associated with URL‑dependent engagement triggers—particularly for fast‑moving products with dynamic page structures.

    TMaier
    TMaierHelper ⭐️

    New Success Snapshot Builder - FeedbackNew Idea

    Hello! I’ve recently started working in the new version of the Snapshot builder and I had some feedback. While the new release is definitely and improvement on the older version, there are some things that I’ve noticed which could still stand to be improved… Copying or deleting a slide from the deck sometimes causes my entire window to shift down the slides. Example: when deleting slide 14 from my deck, the builder loads for a time and then flashes, and I’m suddenly looking at slide 34. This doesn’t seem consistent but it is frequent. Resizing text boxes with reports included is behaving inconsistently. Sometimes, I’m able to freely resize the box; however, like the above behavior, often enough I can only make the box smaller and not re-expand it. This is super painful when it happens because my only option is to delete the box and start over. Resizing columns in embedded reports. This is consistent, and very awkward. Resizing one column impacts all of the columns around it, which generally causes the ends to overrun the border of the report - not desirable behavior. Trying to get the column sizes to take up exactly as much space as is available in the report box is also a real pain. The actual size of the embedded report box in the Snapshot Builder doesn’t appear to be honored on the export - I’m seeing exports where my builder shows an edge-to-edge report box but the final export has 3/4’’ margins on either side. Overflow reports (“Extend Report Rows” box checked) do not conform to the original size or position on-slide of the parent report. This causes the table to bounce around between slides a lot. No fancy formatting - I can’t use Mass Edit style reports with the Snapshot Builder, so my best option for health score reporting is plaintext names for the associated score colors. It would be way more attractive if I could produce the equivalent of a Mass Edit scorecard report, using an embedded report in the Snapshot builder. I cannot add new, blank slides in the builder. This one is pretty simple but it means I have to keep a blank slide available in every template for copying in order to add new slides. Would be fantastic to have that ability built in.I do appreciate being able to draw my own text boxes to size, and have multiple widgets on the same slide with relative ease now - that was very painful in the old builder. Hopefully you aim to continue iterating on this and make it a friendlier and more polished experience, because the core idea is very good. Users are excited about the concept of a Success Snapshot and spend a considerable amount of time hand-building decks for clients. The issue I continuously encounter is that nothing I can give them from the Snapshot builder comes close the polish they can accomplish building by hand.

    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Add a related list or embedded report to CTANew Idea

    It would be so cool if we could create a related list for a CTA -- or, like in JO programs, embed a report in a CTA.Yes, a user can access the C360 and navigate to the respective tab. But we still need to instruct a user to do so in a CTA.Instead, let’s reduce the user friction by giving them exactly what they need directly in the CTA. We can do this with Company or Relationship fields right now, but that’s it. Let’s take this a step further by being able to provide a related list of records the CTA is referencing, or embedding a report in the CTA.Even if we could easily “link” a C360 section within a CTA, allowing for a one-click experience for the user, that would be a big help. Current Experience:User receives a CTA for an increased number of support tickets in the last 30 days User clicks Company name from CTA to be taken to C360 (creates a new tab, now the user is not even on the CTA anymore) User clicks the Support Tickets tab to get more information on the tickets User scrolls to find the tickets submitted in the last 30 daysEnhanced Experience:User receives a CTA for an increased number of support tickets in the last 30 days. The CTA contains a tab for “Support Tickets Last 30 Days” User clicks tab in CTA to review the submitted tickets Linked Objects are limited to low volume objects in Gainsight, so I can’t use Linked Objects to solve this issue. An example of my vision is below: A very similar idea, but for Scorecard specifically, is this one: