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    6163 Ideas

    mbarry

    Description text box added to task within an activityNew Idea

    When logging notes in an activity such as notes for a cadence call or business review, it would be helpful if when creating a task for a follow up item there was an extra space to add a description instead of just the single line of the task title. 

    0
    Forum|Forum|11 months ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Allow tracking "custom updates" in CTA Event Topic in Real-Time RulesNew Idea

    Hey!Here’s to another consistency one: A call-to-action based event topic in real-time rules offers the following set of tracking:  Meanwhile, Company and Relationship both offer custom updates:  So why not just make custom updates available for the call-to-action event topic? Consistency and parity are the keys! Shouldn’t be too hard.  PS: event framework might be a workaround if only it was well documented… ThanksA

    5
    revathimenon
    Forum|Forum|11 months ago
    bradley
    bradleyExpert ⭐️

    Support Custom Events for Cockpit and Task Real Time RulesDiscovery

    I don’t really know where to start with this, so I’ll start with the top line request: Please support Custom Events for Cockpit and Tasks for Real Time Rules. The out of the box events are nice if you happen to have a use case for them but rules are most useful when they are robust and right now these are not. The lack of support at launch for custom events really should have been called out in the release notes themselves at the time of release in my opinion as well, not noted by omission of their support in another document as it’s a pretty important detail: I will likely have a different post on the existing documentation on this, but please upvote if you would like custom processes supported for Cockpit and Tasks in RTR!

    9
    revathimenon
    Forum|Forum|11 months ago
    sryder
    sryderContributor ⭐️⭐️⭐️

    Pass email & company name to ProductboardNew Idea

    We have the Convert to Productboard Note set up and working. But it doesn’t send the user’s Company Name or Email in the Note. Please add. 

    0
    sryder
    Forum|Forum|11 months ago
    jwrenContributor ⭐️⭐️⭐️⭐️

    Ability to create custom system emailsNew Idea

    We’d like to differentiate the system emails a user receives based on what particular topic they’re subscribed to. For example:A user is subscribed to 3 categories in our community (A, B, C).Category A is a general product news announcements category. Category B is a specific use case forum Category C is a best practices discussionWe’d like to design different system emails (new topic) for each different category. So a new topic email from the product news category would be a bit more robust...outlining a bit more of what’s included in the new topic. But a new topic email from the specific use case forum would be more minimalistic and to-the-point.The email campaigns won’t work because we can’t segment the audience based on subscription.

    0
    Forum|Forum|11 months ago
    Gainsight Employee ⭐️
    AvinashNethiGainsight Employee ⭐️

    Track Initial CSM Assignment as a ChangeNew Idea

    Hello Team,At present, the system tracks only the reassignment of CSMs, which means the initial assignment (when the field changes from null to a value) is not captured. For example, if a company without a CSM as a NULL and later reassigned to a new CSM, that initial assignment is not recorded in the CSM Changed Date field.Apart from this, all subsequent changes are successfully captured under the CSM Changed Date field.To ensure a more complete and accurate history of CSM ownership, it would be highly valuable to enhance the system so that the initial assignment is also tracked as a change, along with subsequent reassignments.

    3
    victoria_peeker_barry
    Forum|Forum|11 months ago
    mbuuck1Helper ⭐️⭐️⭐️

    Configure the embeddable widget to display product updatesNew Idea

    I originally raised this question here but wanted to formally convert to a feature request:Is it possible to configure the in-page embeddable widget to display only product updates? My use case: we host release notes in our community using the product updates module, and we’d like to display this content (and only this content) directly in our product. 

    0
    Forum|Forum|11 months ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Ability to set input restrictions in different field typesNew Idea

    Hi! I would like to have a feature similar to the “data validation” one in Excel/Sheets, where you can choose beforehand either to reject the input completely or show a warning. I will explain with some use cases:  An Id number that has to have 8 digits A date field that can’t be set in the future A string that follows this schema: a letter, 7 numbers, and another letter: X0000000X.We can set controls afterwards, like rules and CTAs asking them to update it properly, but it would be much more efficient to avoid the problem altogether by avoiding human error.Thank you, 

    9
    revathimenon
    Forum|Forum|11 months ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Set min and max value in integer fieldsNew Idea

    Hi all,Instead of using picklists for everything, I feel it’d be useful if we could limit the input range in integer fields.Use case:We are measuring stakeholder relationship influence with a 0-5 range. This value is used in a stakeholder relationship health calculation, and we consequently need them as integers, not picklist values.Instead of using a picklist to force CSMs to pick a value between 0 and 5 R360 > People, and then having to use silly case statements in a rule to populate ANOTHER “hidden” integer field in our calculation, we’d like them to be able to just type in the number or use arrows to decrease or increase the previously set value without being able to go above or below the specified range.Proposal:Not sure why it’s not been requested before, haven’t found it anyway. Thanks!A 

    7
    revathimenon
    Forum|Forum|11 months ago
    Gainsight Employee ⭐️
    AvinashNethiGainsight Employee ⭐️

    Support for Organization Data Type from Pipedrive to GainsightNew Idea

    Summary:Currently, Gainsight does not support the Organization data type from Pipedrive.Description:We have customers who would like to bring the Organization field data from Pipedrive into Gainsight. However, this field type is not currently supported. It would be extremely helpful if Gainsight could consider adding support for this data type in a future enhancement.

    0
    Gainsight Employee ⭐️
    Forum|Forum|11 months ago
    Lulu_Zhang
    Lulu_ZhangContributor ⭐️

    Horizon Rule Execution log-NEED more historical dataNew Idea

    The old rules, we had access to about 3 months worth of execution logs, when the rule is running once a day. Now we only have about a month worth. Often time the issues isn’t caught within the 30 day time frame, which is unfortunate, however, that is our reality. When we want to trouble shoot to see what happened, we have no one of knowing, because the execution log is no longer there. This is counterintuitive for troubleshooting, because now we have to wait for this to happen again before we can catch what happened the first time.  

    3
    revathimenon
    Forum|Forum|11 months ago
    Gainsight Employee ⭐️
    Sai Kumar PadalaGainsight Employee ⭐️

    Search usability / filtering in the PX Engagements list pageNew Idea

    A customer from Sales Manago reached out with a valuable suggestion to enhance our engagement filtering capabilities.The idea is to allow users to filter engagements by a searched phrase and add additional filters from the list. This improvement aims to streamline the user experience, especially when managing changes across multiple engagements within a campaign or series.Implementing this feature would give users more efficient control over their engagements, enabling quick location and modification of relevant engagements, thereby enhancing workflow and productivity.Here’s the video explanation of the same: https://share.zight.com/YEuJ2dY1

    1
    JayS
    Forum|Forum|11 months ago
    jean.nairon
    jean.naironExpert ⭐️

    PX on my CSDevelopment

    PX on CS (also known as the Enablement Engine)I would like improved user analytics and product engagement to help drive user growth in my Nxt CS instance. We currently have 700 users in Gainsight CS and we are evolving our processes quickly. Enabling our teams on new process/system changes is critical to the success of our teams.As the PX website states, it enables you to deeply understand what users are doing in your product, collect feedback, and create in-app engagements like walkthroughs and guides to drive onboarding and adoption. That’s exactly what I want for my Gainsight CS and my users. Let me explain further.  Gainsight CS Analytics TodayToday, Gainsight provide the G360 feature to show admins some simple usage data. If you don’t have this in your instance, I recommend talking to your CSM to get access to it. The data in this feature is not very deep. You can see things like page views and how often users are logging into Gainsight. You can also top level feature usage like how often someone goes to the Cockpit, a 360, or the Rule Engine. This is somewhat helpful, but it isn’t deep enough information to be incredibly powerful.  User AdoptionFeature Usage Analytics AskWhat would be incredibly powerful is to see deeper insights on on our Gainsight users so that we can continue to identify areas to improve and build our end-users depth of their usage. For example, I would like the ability to be able to understand: Which users are not only going to the Home page but which dashboards do they use the most? Which dashboards do they not use? Which sections on the 360 are they leveraging the most? Do they spend all their time on the Summary and Cockpit or is it one of the related lists? When they go to the Cockpit, are they using Global Cockpit or the 360 Cockpit the most? And more importantly, which views are they using the most and which ones do they not use? How do user cohorts (brand new users vs seasoned users) compare? Do older users spend more time somewhere different than new users and is there something there that new users are not learning? We measure our user’s satisfaction through surveys and it would be great to be able to correlate usage details to better understand if certain functionality is attributing to better satisfaction.Those are a few of my asks but I think if we are able to marry usage data with end-user surveys and other key details about the users (ex: departments, manager, geo, etc), this information could be incredibly powerful for administrators to drive further adoption and stickiness of our configurations.  End User Enablement TodayToday, we enable our end-users through many of the common ways that other companies are using. Our change management and end-user enablement includes:Training sessions: global virtual meetings and sometimes in-person Knowledge Base: we use a knowledge base (salesforce and sharepoint pages) to store help articles which include GS how tos and CSM processes. This includes both articles, videos, and lots of pictures.  Monthly Email Newsletters: we send out regular emails with updates to Gainsight, processes, and other changes that impact our end-users. Online Chat Message: We further send out regular messages on multiple chat streams to follow-up on new changes and reinforce specific new configurations.  One-on-Ones: and when all the above doesn’t work, we further meet with people to ensure they fully understand the changes and how to apply them in their day. Our current change management efforts require a lot of energy and commitment to continue pushing the changes we are trying to accomplish in our teams. And we are always trying to better understand usage to see where our change management activities didn’t hit the mark. But it’s never enough and has zero automation. Enablement AskWhat would be incredibly power is to use the PX engine to drive user enablement at the point of action. Change management activities over meetings, email, and chat are somewhat effective but often get forgotten and it is very difficult to reinforce behavioural changes. It would be incredibly helpful if we could: Build in-app guides to walk new users through our 360s and other core features with combinations of dialogs, sliders, tooltips, and hotspots. Fully personalize the onboarding experience based on account and user level attributes. We also want welcome videos from our leadership to popup when a user first signs. This creates an amazing new employee onboarding experience within Gainsight. Leverage guides, tooltips, and hotspots to activate usage of new or lesser-known features, new features the moment they are released, and any workflow or business changes. Create highly personalized engagement experiences based on user characteristics such as role, geography, historical product behavior, and more Create Knowledge Center bots with customizable content like how-to articles, CSM checklists, and key business processes. We don’t want this to just be about Gainsight, we want it for all our how to content for our end-users (CSMs, TAMs, Renewals, etc).  Identify and segment out users who aren’t fully utilizing a core feature and target them with personalized tips and guides. Especially for our leaders to help guide them through their critical dashboards.  Survey our customers within the app to get feedback on new features we’ve enabled or key changes.  Integration with other SystemsWe use Nxt in Salesforce (Classic and Lightning) so it would need to work there properly. It is critical that if a user is in Classic and/or switches to Lightning, it has to work there. And possibly, if need be, we’d like to be able to know which user is using which SFDC version. We’re migrating from Classic to Lightning and it would be an amazing bonus if we know who’s logging in where to help enable and push this change as well.  ConclusionThe ability to use PX on our instance of CS is going to be incredibly powerful for us to drive the stickiness of our Gainsight. There is a tremendous amount of shared value here for us to drive our user growth. If we can do this easier and more successfully, our use cases and value will write itself. And most importantly, we need this functionality in the hands of our admins so that we can learn quickly and make adjustments to campaigns quickly. This feature will not scale if we always need a TAM to implement changes. 

    29
    benwanless
    Forum|Forum|11 months ago
    jvdc
    jvdcExpert ⭐️

    Get notified about everythingNew Idea

    I haven't found a way to get notified about every new post without having to subscribe to each community category.I think for CMs or any other users will to help and kept into the loop it would be useful to have a turn on/off notification setting to be notified about any new post. What do you think?

    0
    jvdc
    Forum|Forum|11 months ago
    Thomas Deely
    Thomas DeelyContributor ⭐️⭐️⭐️

    SEO for EventsNew Idea

    events should support category-level SEO configuration like other content types. i.e. allow us to update the meta robots tag (e.g., noindex, nofollow) for event pages through the standard SEO settings interface.

    0
    Thomas Deely
    Forum|Forum|11 months ago
    Michal MooreContributor ⭐️

    Enable Shared Editing of reports in AnalyticsNew Idea

    Summary:Currently, when I create funnels/adoption metric/query builders/similar reports, other product managers are unable to edit them - not even to update basic parameters like the date range. To make changes, they have to clone the report, which results in multiple duplicate versions of the same report.Problem: Each PM ends up working on a cloned copy, leading to dozens of unnecessary duplicates. This makes it hard to track the latest version and introduces confusion. The current setup is not scalable and slows down collaboration. It’s not agile, as simple updates require redundant work and version management. Impact:This limitation prevents efficient collaboration between teams, clutters the workspace with duplicate reports, and reduces visibility into accurate, up-to-date analytics.Proposed Solution:Allow shared ownership or editable access for created funnels, reports, and metric queries so that authorized team members can directly modify or update them (e.g., change date range) without needing to clone.

    0
    Forum|Forum|11 months ago
    ktakContributor ⭐️⭐️

    Tracking of In-App Hub (formerly KC Bot) ButtonsNew Idea

    We recently launched a kc bot, we wanted to measure how many clicks are coming on our buttons (js function) on kc bot. We actually wanted to measure support cases deflection via kc bot support chat and unfortunately, we were informed that it is not currently possible to track clicks on the KC Bot window.Support tried adding a custom event in the code to see if it could work as a workaround, but we were not successful on that as well. Please can you add this tracking as well 

    0
    Forum|Forum|11 months ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Ability to create success plan objectives and tasks via rules engineNew Idea

    We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful if I could take these business goals from our object and use the rules engine and filters to create success plan objectives and even tasks. I would love to be able to use TAGs in the name of the objective and comments. So the experience would be as follows > Sales adds in business goals into the SF object and Gainsight picks those up and throws them into a Success Plan for Services. I would then like to take any updates provided on the Success Plan and push them to the SF object update for everyone to be able to see. 

    33
    bradley
    Forum|Forum|11 months ago
    bradley
    bradleyExpert ⭐️

    Improve ServiceNow ConnectorNew Idea

    The ServiceNow (SNOW) connector is a nice idea, but desperately needs improvement as it is borderline unusable in some areas.The primary issue is what SNOW refers to as “Choice” fields - Dropdowns or picklists in more familiar terms.The SNOW data is stored in Value:Label pairs. So you might get something like this:Value Label 1 High 2 Medium 3 Low  The way it is currently built, the SNOW connector ONLY sends the “value” portion of this pair, which 9/10 is completely unusable as it is.This means that even if all you wanted were string values, and not have the choice fields come in as pick lists on the Gainsight side, you still have to hard code every variation from it’s value input to the Label output via Gainsight.This is completely bonkers and I don’t know how the connector got approved with this functionality. The API has a property that allows the Label to be sent, but the connector does not utilize this.Anecdotally, it might be possible to turn it on on a per-tenant basis but it slows the job to such a degree as to make it inoperable.  While there are various ways one can map the Value to a Label in Gainsight, choice fields can have very high numbers of options, meaning case transformations (the easiest and quickest OOB method) or not an option. You can to consider that SNOW can be deployed across multiple languages, meaning if you have a list with 25 options in 4 languages with distinct values across all of them, you could potentially have a choice field with 100 distinct options. Possible workarounds and why they are not real solutions:Load the mappings via rules - this is possible but still requires either a regularly maintained S3 file with all the current mappings, or a complicated mapping rule Bring in the Values as-is, and create a lookup table with the value as the lookup key. The main issue with this, aside from creating lots of bloat - is that a Choice value has other properties too: Inactive (yes/no) and Language. You cannot get the language property via the connector, and it is possible to have the same *value* present across multiple languages. They might not even be the same meaning. Please make this connector usable by allowing Choice Labels to be brought in without destroying job run times.

    6
    bradley
    Forum|Forum|11 months ago
    darkknight
    darkknightExpert ⭐️

    Improve Error Messages in Domain certificationNew Idea

    If you search for “error message” in the community, there are literally dozens of mentions of poor error messaging throughout Gainsight.  Here’s another.When attempting to renew a domain cert, I got an error “Server Error Occurred, Please Contact Support.” Then I had to open a ticket and go back and forth only for support to tell me that the “backend logs” stated “Exception: Key provided does not match the certificate.”   Apparently I had been given the wrong key by my IT department.  Now, why couldn’t that “backend” error message be passed on through to the UI?  I wouldn’t have had to waste both my time and supports time.Gainsight cuts way too many corners when delivering solutions which create inefficiencies when it comes to usage, maintenance and support. Sure, the problem was on our end, but that kinda stuff happens.  If the system knows on the backend that we did something wrong, the front end should be able to surface that information. 

    1
    sarahmiracle
    Forum|Forum|11 months ago
    katepalli
    Gainsight Employee ⭐️
    katepalliGainsight Employee ⭐️

    Request to include UTC timezone in applications settings.New Idea

    Hi Team,Could you please plan to include UTC timezone in application settings in Gainsight CS.

    0
    katepalli
    Gainsight Employee ⭐️
    Forum|Forum|11 months ago
    cameron_wright
    cameron_wrightGainsight Employee ⭐️⭐️

    NXT version - CTA AttachmentsNew Idea

    In the SFDC version of GS we have the following option: https://support.gainsight.com/SFDC_Edition/Cockpit_and_Playbooks/Admin_Guides/01_Configure_CTA_File_Attachmentsto attach files to CTAs themselves. We would like this to be an option in the NXT version also in the playbook to attach files directly to a task.

    11
    pgeorge
    Forum|Forum|11 months ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Add Text Box Widget to DashboardsNew Idea

    Description:As a Gainsight PX Administrator, I’d like to request the addition of a text box widget to PX dashboards. This widget would allow users to add contextual notes, explanations, and metadata directly within the dashboard interface.Use Case:Documenting how metrics are calculated. Providing threshold definitions for what constitutes “healthy” performance. Adding commentary or insights for stakeholders reviewing the dashboard.Proposed Features:Freeform text entry with basic formatting (bold, bullet points, hyperlinks). Resizable and movable widget within the dashboard layout. Option to lock or restrict editing to certain roles. Version history or change tracking (optional but helpful).Benefits:Improves clarity and transparency of dashboard data. Reduces reliance on external documentation. Enhances collaboration and understanding across teams.

    1
    Ashton
    Forum|Forum|11 months ago
    rstudnerContributor ⭐️

    Add Multi Question Surveys to Dashboard Widget ListNew Idea

    Right now, I can add many things to a Custom Dashboard -- but oddly, I cannot select Multi Question Survey’s to add to a dashboard.I haver to go metrics for these, elsewhere, which is inconvenient etc.

    8
    Ashton
    Forum|Forum|11 months ago
    rplocki
    Gainsight Employee ⭐️
    rplockiGainsight Employee ⭐️

    Ability to review and approve or reject emails before they are sent by automated plays.New Idea

     Example: risk emails or renewal emails could be paused for CSM approval, so if the CSM had already spoken with the customer, they could stop the email from sending.

    0
    rplocki
    Gainsight Employee ⭐️
    Forum|Forum|11 months ago

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