Product Ideas | Gainsight Community

6162 Ideas

Provide an option to make users Follow/Unfollow the companies in bulkNew Idea

Currently, we do not have a way to make the users in a tenant to follow/unfollow companies in Bulk. A workaround to do this is via Sally which will let the users to follow/unfollow the list of the companies, however, for the others who do not use Sally, we don’t have an option to do that in Bulk.

Forum|Forum|10 months ago

zdsiegertHelper ⭐️

Ability to update the Unsubscribe Page to a Custom URL outside of GainsightNew Idea

We are looking to update the Unsubscribe Here link to a customer URL so that we can centralize the Manage Preferences experience across our organization. We are using other email tools in pre-sales and marketing and would like to consolidate the unsubscribe experience for our recipients.

Forum|Forum|10 months ago

mciottiContributor ⭐️

Share Certificates On LinkedInNew Idea

People should be able to post/share an image of their certificate on LinkedIn after they complete a course or learning path in Northpass/Gainsight CE. Right now, you can put the course details in the certifications section of your LinkedIn profile, but when you go to post about it, the only options are the generic LinkedIn animations. I want people to see the certificate with their name, course info, and academy branding on it.

Forum|Forum|10 months ago

scott_496fa0Gainsight Employee ⭐️

Do Not Show Closed CTAs in Associated RecordsNew Idea

Today when logging a Timeline activity and attempting to associate it to a CTA via the Associated Records feature we appear to show all CTAs as options, even those that have already been closed. From an end-user perspective it can be tedious to go through and find the right CTA we are trying to associate that activity to. Ideally, the Associated Records option would only show open CTAs, or admins would have the ability to determine whether or not CTAs of a particular status would show up as available in associated records drop-down

Forum|Forum|10 months ago

mewingContributor ⭐️

Ability to Reorder or Alphabetically Sort Custom Views in Renewal Center → ForecastNew Idea

Our team heavily leverages the Renewal Center → Forecast module to manage renewal pipelines and review opportunities. We’ve created a standardized set of saved views to guide our renewal process — for example: 01 – All Opportunities 02 – Renewals 03 – Multi-Year Proposals 04 – Off-Cycle (Suspension & Backdated) 05 – Churn etc etc However, the Views dropdown (“My Opportunities Views”) does not currently allow any control over the order in which these views appear. The list seems to be displayed based on creation order or a partial alphabetical sort, but not consistently.We have already prefixed view names with numbers (“01 – …”, “02 – …”, etc.) to enforce a logical sequence, but the UI doesn’t respect that order. As a result, Renewal Specialists see an inconsistent list, which creates confusion and inefficiency during forecast reviews.Proposed EnhancementPlease add one or more of the following capabilities to the Renewal Center → Forecast page: Manual reordering of views (e.g., drag-and-drop in the dropdown list). Option to enforce alphabetical sorting of the “My Opportunities Views” list. Ability for admins to set a default order or pinned favorites visible to all users. Business Impact Enables consistent workflows and standardization across Renewal Specialists. Reduces confusion and time spent finding the correct view. Improves adoption of Renewal Center and ensures accurate forecast reviews. Supports scalable operations for large renewal teams following predefined sequences.

Forum|Forum|10 months ago

andorfuhrerHelper ⭐️

Show Totals in a Pivot Report?Open

Hi GS Fam! I created a pivot report by CQ. Is there a way I can populate the total for all 4 CQ? In the example below, I would love the total to either be the first or last column Also, I am doing this via GS SFDC, not NXT

Forum|Forum|10 months ago

npraneethGainsight Employee ⭐️

Survey to be opened as an in-app inside the widget in CS instanceNew Idea

We would like the ability to display surveys (for example, Customer Satisfaction (CSAT)) directly within the support chat widget window as an in-app survey.The requirement is to embed the survey as an iframe inside the chat window, which is supported by Salesforce MIAW.This enhancement would allow end users to submit their feedback seamlessly within the same chat interface, improving response rates and overall user experience.

Forum|Forum|10 months ago

Andy TrevinoContributor ⭐️⭐️

Databricks connector and VarChar data typeNew Idea

Currently there is a limitation that prevents support of VarChar data type within the Databricks connector (possibly other connectors as well). This limitation is resulting in the inability to map data from Databricks to Gainsight. My company depends on this data type and we would like to see an improvement, to allow for this data type, added to the road map.

Forum|Forum|10 months ago

manda.edmondsContributor ⭐️⭐️⭐️⭐️

Inline surveys outside of NPS and CSATNew Idea

It would be great to allow survey questions inline through JO/Programs outside of just NPS and CSAT. Response rates tend to be much higher with inline surveys, and we need a variety of tools at our disposal- especially as we are seeing increased automation across companies.

Forum|Forum|10 months ago

manda.edmondsContributor ⭐️⭐️⭐️⭐️

Allow piggybacking of formula fieldsNew Idea

There are many use cases when it would be preferable to be able to, within an object, create a formula field off a formula field. There are two reasons for this:It is burdensome to have to test multiple formulas in depth and sometimes one formula is part of another The UI isn’t super friendly for formula building- it is tedious to get everything to line up as expected and sometimes takes multiple tries; this would allow for shorter formulas

Forum|Forum|10 months ago

keith_mattesHelper ⭐️⭐️

CTA/Task Notes - AutosaveNew Idea

Submitting this on behalf of a user: Due to the volume of tabs and accounts we work with, it would be nice if our CTA and Task notes/comments could have an “Auto-save” capability so work is not lost and the additional “Save” click may not always be needed.

Forum|Forum|10 months ago

skesslerContributor ⭐️

Sharing Custom Success Plan ViewsNew Idea

So similar to how I, as an admin, can create custom views for my org in Cockpit that applies certain filters, I want to be able to do the same in the Success Plan Horizon view. Right now I can only create custom views for myself but as an Admin I should be able to create views for others so that they don’t have to do that.

Forum|Forum|10 months ago

kgodiselaGainsight Employee ⭐️

It should be possible to disable download of Scorecard Widget reportsNew Idea

Currently customers can disable downloading Report Data using the Report setting “Disable downloading report data" . But this is not applicable to Scorecard Widgets. So when customer uses normal reports and scorecard widgets in a dashboard, users can still download the data of the widget reports. It should be possible to disable download for these reports too. Customer NEC Corp has come up with this requirement. CC: kikuchi-yusuke@nec.com

Forum|Forum|10 months ago

pleeContributor ⭐️

Greater design flexibility with builder pages and certificatesNew Idea

Currently, custom styling cannot be applied to content blocks with courses in builder pages. This presents a blocker for adopting these pages because it prevents us from meeting brand and style guidelines. Being able to apply global css to these blocks would unblock their general use. Certificates also have limited styling or customization options that can prevent their general adoption and use.

Forum|Forum|10 months ago

Tomas TrijonisContributor ⭐️⭐️⭐️⭐️⭐️

Fix report row loading and paginationNew Idea

As you know, running a report will only actually load a limited number of rows despite the real count of records. In theory, when you scroll to the bottom it should load the next bunch of records, and so on as you keep scrolling.In my experience, this actually rarely happens. A common scenario is finding myself scrolled to the bottom of a report with thousands of records (shown in the count in the top-right), but seeing maybe a few dozen of lines. And any further loading just never happens. I’m stuck.What I found fixes this sometimes is:Zooming out/in in the browser to trick the HTML into loading more records Setting an actual record “Limit” setting.It’s kind of ridiculous, but this bug has been here since the change to get rid of pages in reporting. To hijack my own post in order to complain (ehem, provide feedback) - pagination had a clear benefit for me as in I could always tell how many records am I looking at at any given moment.If I had 599 records total, I would know that on 200 records per page I would need to traverse precisely 3 pages to check all the data. Now the answer is “who knows how many goddamn scrolls”.If I had 599 records total, I would know that the client “Blorp Corp” will be on the first page sorting alphabetically, whereas the client “Zlorp Corp” will be on the last page. Now it’s just “scroll until you find it” or use search which is not efficient in some cases.Now every scroll is a painful 50 records loaded, stat. No more changing to “200” per click. Womp womp. I don’t know, maybe I just don’t see the real benefit of this, or maybe “doomscrolling” a report is the new craze?

Forum|Forum|10 months ago

Marion S.Contributor ⭐️⭐️⭐️

Global Option to Filter Users Across PX AnalyticsNew Idea

We’d love to have a global way to filter out internal users across all PX analytics and reports.Right now, there is no way to automatically exclude internal users from PX data globally. The only workaround is to manually apply filters in each page (for example: “Email does not contain ‘@ourcompany.com’” or “Account name does not contain ‘Internal’”). However, this option is not even available for all pages, for example, not in the account explorer.This is time-consuming and error-prone, especially when multiple team members need consistent reporting.Why this mattersIn our case, many of our internal users—especially CSMs—regularly interact with customer environments. Their actions generate a lot of activity that skews the analytics we want to share with product and customer success teams.Being able to automatically exclude internal traffic and actions would help ensure our data reflects real customer usage and insights.Suggested solution A global “Exclude internal users” toggle or rule applied across PX Analytics. Ability to define internal users by criteria (e.g., email domain, account name, or user tag). Many other analytics tools offer this type of functionality, and it’s extremely useful for keeping reports clean and trustworthy.Thanks for considering this enhancement — I believe it would add great value for all PX users!

Forum|Forum|10 months ago

paroraContributor ⭐️

Add Filter and Chaining Capabilities in Data DesignerNew Idea

It would be incredibly helpful to have a filter option within the Data Designer UI, similar to what’s available on the Reporting screen. This would make it easier to filter designs by Created By or Object, especially when managing a large number of data designs across teams.Additionally, it would be great if Data Designers could be linked or embedded within one another, much like how we use Rule Chains today. This “Data Designer Chaining” capability would eliminate the need to duplicate data sets or recreate similar logic, saving a lot of time and effort when building complex relationships.Implementing these enhancements would significantly improve efficiency and usability for admins and builders working across multiple datasets.

Forum|Forum|11 months ago

wyattfarino_HHContributor ⭐️

Spaces ConfigurationNew Idea

Give us access to more of the C360 standard widgets and reports so I can make a better use case for configuring spaces. For example, I would really love to have the Customer Journey widget available to me in spaces. Also, people maps. Just greater visual capacity to represent the customer lifecycle and who we’re engaging with.

Forum|Forum|11 months ago

dcassidyHelper ⭐️⭐️

Add Account Owner Name to Communication Summary Fly OutNew Idea

Use Case: We have a few general email addresses we use when sending one-to-many communications. Last week, our org experienced a service disruption, and we were sending thousands of operational emails from the general “customersuccess@ourorg.com” email. Now that the dust has settled, the mid-market CSM team has been tasked with monitoring the inbox and “finding which accounts were theirs”. The problem is that these team members handle 500+ accounts each, so it’s hard for them to simply look at an inbox and pull out their customers.Solution: Staircase to the rescue! Kind of. I’ve directed them to use one of our Gainsight dashboards, filter to themselves as the CSM, and get their Book of Business. Then to head over to Staircase → Team Page → Search the general email address for communications, where at least they can see the full name of the account and cross-reference their book of business.Enhancement Idea: What would’ve made this much easier to solve for:Either adding “Owner” to the available filters OR adding the Account Owner right to the Communication Summary blurbs:

Forum|Forum|11 months ago

cmultanenHelper ⭐️

Ranking in Rules EngineNew Idea

It would be great if we could rank accounts in the Rules Engine, similar to ranking in Report Builder. For example, ranking accounts so that only X number receives a certain CTA or action. A specific use case would be ranking our top 50 customers by spend to automatically generate CTAs and other field triggers as part of our top 50 customer engagement program.

Forum|Forum|11 months ago

waynedilworthContributor ⭐️⭐️⭐️⭐️⭐️

Timeline Activity: Associated Records - CTA Indicator does not show on TimelineNew Idea

We started using Associated Records on Timeline Entries to connect to CTAs. We would like the same CTA Association Indicator on the Timeline Activity list whether an Activity was created from within a CTA or If an existing Timeline Activity is associated after the fact. If a Timeline Activity is created from within a CTA - there is a visual indicator on the Timeline: If you associate an existing Activity to a CTA - there is no indicator:Users have to open up the Timeline Entry and Scroll to the bottom of the activity in order to see that it is associated to a CTA: The big use case for us is being able to connect Emails sent from Outlook using Gainsight Assist that land on the Timeline to CTAs.

Forum|Forum|11 months ago

msreddyGainsight Employee ⭐️

Salesforce GAINSIGHT__GSAccountWidget Height Dynamic in Lightning App BuilderNew Idea

We are currently using the Gainsight Account Widget (GAINSIGHT__GSAccountWidget) Visualforce page from the Gainsight Customer Success managed package on the Salesforce Account Record Page, specifically on the Success Plans tab.Currently, the widget height is fixed and must be set manually in the Lightning App Builder (e.g., 500px). There is no option to automatically adjust the height based on the user’s screen resolution.We would like the widget height to be dynamic/responsive, so that it automatically adjusts based on the user’s screen resolution, improving usability and reducing the need for manual adjustments.As the Visualforce page comes from a managed package, the VF markup cannot be directly modified to achieve dynamic height.

Forum|Forum|11 months ago

ebellGainsight Employee ⭐️

Ability to back up/import Email Templates via Export/Import Feature en masseNew Idea

Hello Gainsight Community!I’m your friendly, neighborhood Gainsight Support Agent, submitting this Feature Request on behalf of a customer:Recently, we’ve had several customers request the ability to back up all or some of their Email Templates via an Export Feature in Gainsight. The specific use-case for one customer is that their company is going through a name change and their marketing team will need to make changes to (hundreds of) Email Templates in Gainsight. This would be massively less time consuming if the HTML could be exported en masse. Then the bulk of the changes could be made via HTML and then they could be reimported to the Gainsight Platform. Currently, the only solution is:Make changes to Email Templates one-by-one in the Gainsight Platform. Export the HTML code, one-by-one, through copying the HTML in the code editor and saving it to a TXT file.If you also think this feature would be useful, please upvote and comment your use-case on this Idea!Thank you,

Forum|Forum|11 months ago

Wes FrenchContributor ⭐️⭐️⭐️

Admin configuration option for default people sortNew Idea

I would love to have an option to configure a default sort for the People section in C360. For example, I would like to set the default sort where the Name column is automatically sorted A-Z. Or maybe if I wanted the default sort to be by Last Modified Date, Role, Title, etc.Having this additional configuration option in C360 would allow me to preset the sort based on what the CSM managers prefer and then the CSM’s could always sort to their preference.

Forum|Forum|11 months ago

DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

Export to CSV option for Show by Account view of NPS MetricsNew Idea

This exists for the Overview and User-based views, but not for the Account-based view within the standard NPS survey performance analytics available. Use case: I want to export the aggregated NPS score and analyze and/or visualize it.

Forum|Forum|11 months ago

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