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    Idea Pipeline

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    6164 Ideas

    ashapiro
    ashapiroContributor ⭐️⭐️

    Add Email Template to Meeting invite via Outlook PluginNew Idea

    We’d like to help make our meeting invites for customers more consistent and ensure they have relevant details and resources for different plays. We’ve built Email Templates for some of these in Gainsight but are realizing the Outlook plugin only allows you to add email templates in an email, not in a meeting invite. We’d love the ability to add the email template into a meeting invite directly. Our workaround is making the email template available and having someone copy/paste/edit it from an email into a meeting invite. Not ideal.

    0
    ashapiro
    Forum|Forum|1 year ago
    sam_leonard
    sam_leonardContributor ⭐️⭐️⭐️

    JIRA Integration possible?Released

    I would like to link Gainsight to JIRA. Is that currently possible? If not, is it on the roadmap for addition to the platform? If so, when will that be released? Thanks!!

    35
    Forum|Forum|1 year ago
    jvdc
    jvdcExpert ⭐️

    [widget] New Community StatisticsOpen

    The current Community Statistics widget is very generic and general to the whole platform. It would be great to be able to customize it (like that dynamic content widget) to a specific community space or product areas etc...

    2
    Sudhanshu
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Webhook Events for when Topics are ClosedOpen

    When the close toggle is turned on/off. Use cases:automating subsequent actions (moderator tags/labels, custom tracking, etc) custom alerts to the team

    1
    Forum|Forum|1 year ago
    Suneha GhoshContributor ⭐️

    Need to run Programs on an ad-hoc or 2 hourly basis and receive success or failure emails on successful running of the programsNew Idea

    Hi team,Currently, the Programs feature of Gainsight only allows us to run a program once in a day, also, it does send out any notification whether the program ran successfully or not. As per business requirement, I need to run Programs on an ad-hoc or 2 hourly basis and receive success or failure emails on successful execution of the program, so that in case of failed or missed participants we can analyse the failure scenarios and again sent the emails to the participants.

    0
    Forum|Forum|1 year ago
    Sahiba_KaurContributor ⭐️

    Can we please enable support for custom fields for Aha Integration?New Idea

    We have integrated the out of box connector with Aha but majority of our Aha instance consists of custom fields. We cannot move forward to use the Product Request feature as the key fields are missing to be synced. 

    1
    Forum|Forum|1 year ago
    DCourtotContributor ⭐️⭐️

    PX Dashboard Widget Drill-InsNew Idea

    Having the ability to generator or customize drill-ins for widgets in PX dashboards would greatly help with quick insights, especially for executive team members in the system.  Right now, things are pretty high level and being able to just click on a data point for more detail would help with analysis. 

    1
    Ashton
    Forum|Forum|1 year ago
    jeremy_johnston
    jeremy_johnstonHelper ⭐️

    Support articles for Success Plan Configuration need to be updated for NXT/HorizonNew Idea

    The support documentation for Success Plan Configuration is in need of an update; all the screenshots are from the legacy version and the written gudiance doesn’t match what is the current state within GS NXT/Horizon. For example, assigning an existing Objective Category value to a Success Plan template is not intuitive and this documentation doesn’t show how to do it.  We eventually figured it out, but at the expense of wasted time searching for the process.Configure Success Plan - Gainsight Inc.

    0
    jeremy_johnston
    Forum|Forum|1 year ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Group Send - ability to create new template or Save As New template when composingNew Idea

    When composing an email using the Group Send feature, you are not able to choose to Save As a new template, or Create a new template. You need to go to a different part of the platform to do this.Please give users the ability to Save As and/or Create New template when they are composing from scratch. This will help our teams scale and improve user experience with the feature.

    4
    sarahmiracle
    Forum|Forum|1 year ago
    Thomas Deely
    Thomas DeelyContributor ⭐️⭐️⭐️

    points for inviting others?New Idea

    Has gainsight considered offering points for “influencers” for example community members who invite others.

    0
    Thomas Deely
    Forum|Forum|1 year ago
    AlexaRubin
    AlexaRubinContributor ⭐️⭐️

    Custom Timeline Entry Type Fields: Show in Gmail ExtensionNew Idea

    With the new Gmail extension allowing us to toggle between Timeline Entry types, can it also have the custom fields brought in as well?  For example, we need to create separate timeline entry types for Cloud Optimization communications that are for specific meeting requests. Since the checkbox can’t show up in the Gmail extension, we need to have a separate timeline type “Cloud Optimization meeting request” as having the team manually go in and edit it in Gainsight isn’t the most efficient. 

    2
    AlexaRubin
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    Organization Wide Email should display Sender NameNew Idea

    Similar to  When sending an email from Cockpit using the Organization Wide Email, it arrives in a recipients email inbox without a Sender Name - so it appears as below (which is very unprofessional looking):  We need the ability to configure an Org Wide Sender Name as well, so that it will show as this:Relativity Customer Success <csm @relativity.com>

    2
    darkknight
    Forum|Forum|1 year ago
    CarollynnC
    CarollynnCContributor ⭐️⭐️⭐️

    AI Feature Configuration: Ability to exclude by CompanyNew Idea

    Currently, Gainsight AI features do not allow for company-specific configuration, offering only an all-or-nothing toggle for AI features. This limitation poses challenges in maintaining security standards and adhering to customer-specific compliance requirements preventing the use of AI features in Gainsight for organizations with stricter security requirements.Requested Enhancement:We request the ability to exclude certain companies from AI features as an admin configurable setting. This would ensure sensitive data and AI-driven insights are managed in accordance with specific security policies while maintaining operational flexibility.

    1
    Molly.McQ
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    Spaces: Give ability to modify header to be something other than CSM OR remove altogetherNew Idea

     Spaces - cool feature.But essentially useless for half my team because not every account has a CSM and the header is hard coded to the CSM.Gainsight - PLEASE take into consideration when building these things that more than just CSMs use this platform.  You gotta give us more flexibility.  Yes even in V1 GA features.  I can’t roll this out to only half my team, or at all unless I can edit this or remove it and create my own custom header.    

    5
    benwanless
    Forum|Forum|1 year ago
    Henry LempContributor ⭐️

    In-App Hub (formerly KC Bot) Search | Filter results by Zendesk CategoryNew Idea

    Today we can only pre-filter the search function by our Knowledgebase Label in Zendesk, which creates an issue because we distinguish between products by Category instead of label.It would be great to be able to set our search filters via the Zendesk integration by Category. This Function was possible in our previous vendor.

    0
    Forum|Forum|1 year ago
    andybuchanan
    andybuchananContributor ⭐️⭐️⭐️⭐️

    Use Rules Engine to Close Success Plans - Close out associated open CTAs / TasksNew Idea

    Today there is no way to use rules engine to auto-close Success Plans.  This is a manual task for CS OPs or admins to perform that could easily be avoided in most cases.  For example, a customer churns and we’d want all open Success Plans and CTAs to be marked closed (closed unsuccessful for the open Objectives / CTAs).  Also, for any draft success plans you cannot move from Draft to closed, so you have to update to Active, then to Closed.  So ideally be able to delete via rules as well if it’s in Draft status, but skipping the active status would be helpful. As of today, the only possible way to do this is through Mass Edit (manual / waste of time) or through API (silent errors, uses up API calls unnecessarily).   My idea is if you pass in a given Success Plan ID, you’d be able to:Automatically Update the Success Plan to Closed even if there are required fields on the Success Plan Ability to add a timeline entry to the Success Plan indicating the reason for auto-closure for historical purposes / transparency to CS team.  Ability to auto-close all open CTAs with a global closed status for all open CTAs that are attached to the success plan Closed Success Closed No Action Closed Unsuccessful Closed Invalid This would also need to work with Success Plans in Draft mode.

    0
    andybuchanan
    Forum|Forum|1 year ago
    erickinfobloxContributor ⭐️

    JIT provisioning for new users via Okta / SAMLOpen

    All for new users to be created in Gainsight PX via Okta / SAML, and allow privileges to be set through Okta at the time a user is created.  

    18
    Kartheek
    Forum|Forum|1 year ago
    john.cowles
    john.cowlesHelper ⭐️

    Add Field Level Security to allow adoption of AI featuresNew Idea

    The request for adding field level security is not new within the Gainsight community.  However, with the release of AI features in Gainsight, it is becoming more important.  Not having this will limit our ability to roll AI features out.  To provide a example, we would like to roll out the new Co-Pilot feature to all our CSMs and other users.  Unfortunately, we are not able to do this given the existing data security capabilities.  One of the issues we have is that Co Pilot will allow for questions like “What is our current ARR across all active accounts?”.  Having the total ARR for a publicly held company can be a insider trading risk.  So this comprehensive view of ARR should be locked down to a subset of users.  Our ideal situation would be to lock down ARR to only show it to the account team for that account.  This would require field level security.  Now data permissions in GS does allow for what I would call row level security where you can limit the access to entire accounts.  So this could work to just lock people from all the data for a customer.  However, we like the idea of having our CSMs and others be able to see most of the information about all our accounts.  CSMs can learn from seeing how other accounts are operated or have general awareness of things.  Same with the leadership team.  

    2
    dayn.johnson
    Forum|Forum|1 year ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    Ability to Edit CTA Assigned notificationsNew Idea

    This came up specifically because when a CTA of ours gets a relationship CTA it includes the relationship name but there is no mention of which company it is correlated.Yes it can be foundby clicking into the CTA button and going to Gainsight but it would also be helpful to have insight in the email in case a CSM has multiple accounts that are in this stage of their journey.  The idea here is to allow the ability to edit the assignment message including tokens. Specifically in relationship CTAs, allow the ability to use Company lookup fields.

    0
    alex_legay
    Forum|Forum|1 year ago
    Sriram SivakumarContributor ⭐️

    Manual Completion Marking for AdminsReleased

    It would be incredibly helpful to have the ability for admins to manually mark courses as completed within Northpass. This feature could address scenarios where users have already completed a course but, due to technical glitches, the completion status doesn’t update. Such issues can lead to user frustration, and providing this functionality would enhance both admin flexibility and user satisfaction.

    2
    AllysonL
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    CS Report Builder: Why no "Date" formula?New Idea

    So many posts out here re: formulas in Report Builder (too many to curate) but I didn’t see one for this specific item: Why is there no Date formula that allows you to convert a DateTime to a Date field?  (Can’t do this in MDA either FYI, though you can do it in Data Designer and Rules Engine).Use Case:  Building reports that I would use in Success Snapshots, there are fields (i.e. CTA Created/Closed/Modified Dates) that I may want to display for public consumption - but I have no direct way to change the DateTime field to Date without jumping through a bunch of rules and/or data designer hoops which seems like overkill/too much system overhead to resolve that way, and my CSMs hate having to manually edit the content in Snapshots.This will likely be a bigger deal now with Spaces.  No one cares the exact minute a CTA, Success Plan, etc was created/closed/modified.  Related side note: It would be great if someone could provide a digest of all the formula functions across the platform, by feature/function area, and where there are gaps, an explanation as to why it’s a gap (if it’s technically not feasible).  It’s so incredibly hard to keep track of what formulas are available in which feature vs. not. 

    1
    saltamash
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Avoid remapping fields in versions/filters when updating Data Design source in Dynamic JONew Idea

    Hi all,I’m working on the transition of one of our programs to Dynamic JO while at the same time reworking the program’s reach / capabilities with the new features.Since at the date of posting, query builder isn’t back, I’m using data designer as a source and I’ve noticed that whenever I modify my data designer (because I face difficulties with some aspects of calculated fields) to add new fields (i.e. I converted my multi-select picklist “Roles” into a boolean as multi-select isn’t supported in calculated fields), Dynamic JO doesn’t notice / pick up the new fields I’ve added to the design. I have to delete the source, and re-add it for the fields to be picked up and available as tokens or filters in email versions. Even re-syncing the source doesn’t do the trick. The fields don’t show up automatically, which is causing several problems: All the pre-sets evaluate stages and calculated fields have to be updated All tokens in emails have to be updated All filters for email versions have to be updatedThis is quite a big waste of time when the design changes are to make up for the issue with multi-select picklists. Even in cases where it’s to accommodate something one’s forgotten as a field of importance, it creates a lot of extra work.I believe the change in behavior is also because we’re no longer mapping fields like we did in Advanced JO, but I believe a bit of an improvement is necessary here (even if it’s not necessary so straight forward). I’d like to make sure that fields available in the data design appear as you add them to the data design / space, provided said design has been re-run in DD. This would save a ton of time. Thanks!A

    8
    dayn.johnson
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    CS Report Builder: Allow grouped reports to default to expandedNew Idea

    Tabular reports that are grouped by row default to collapsed.  There are some scenarios where it is more valuable to the end user for the report to default to expanded (especially when it’s on C360).  Would be great to give admins an option to set default to expanded.I saw this question out there but no actual post. If there is one, please merge.

    0
    darkknight
    Forum|Forum|1 year ago
    Stuart
    StuartHelper ⭐️⭐️

    Linked Objects: Allow all MDA objects to be linked to a CTANew Idea

    Hi folks, Use CaseWe leverage the Case MDA in Gainsight to pull in our support ticket data.  We also create CTAs for CSMs to be able to manage specific risks to customer sentiment around support tickets.  Currently, I’m unable to configure Case MDA as a linked object.ImpactThe impact is any Case data required either needs to be provided to the CSM as tokenized fields in the CTA comments, or, provide the URL to the ticket.  The second option is taking the CSM out of Gainsight, where we want to keep them in Gainsight.SolutionThe solution is to allow any MDA object (or at least standard objects) to be a linked object for CTAs.  This would allow additional data to be available to the CSMs directly in cockpit in an easier to digest format than CTA comments, or taking the CSM out of Gainsight. Free us from the Linked Object restrictions please!

    10
    bradley
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    CS Report Builder: Enable column level filtering in Show MeNew Idea

    Didn’t see a post on this yet (so if one exists please merge), but it would be great if in report builder we had a way to create a sub-filter on Show Me fields.Today in Report Builder, when you add multiple metrics (like the number of Risk CTAs and the number of Red accounts), they are calculated based on the same data set. This means every row in the report contributes to all the columns equally — even when those metrics are supposed to be counting different things.Basic example use case:   I need to create a report that shows, for each Customer Tier: The total number of CTAs with a Type = Risk The total number of Accounts with a Health Score = Red In Report Builder: Show Me: Count of CTA ID Count of Account ID Group by Tier Filter: Status = New, Work In Progress and Type = RiskBecause I can’t apply different filters to each column, both columns end up showing the same total count — even though I’m trying to measure two different conditions.So my report might look like this:Tier # of CTAs # of Accounts Tier 1 100 100 The first column shows all CTAs (not just Risk) The second column shows all Accounts (not just Red) When what I actually want is:Tier # of Risk CTAs # of RED Accounts Tier 1 100 45 If I could add a filter on the second show me field to only display the number of rows where Overall Score Label = Red, I could meet this need.  Instead, as a workaround I have to create two separate widgets (which take up space on Dashboard).There are more use cases for this, but this was just a basic demonstration. I talked to product team about this this morning.  They agreed this is a valid use case, but need more customers to VOTE and voice their opinion to get this prioritized on their roadmap.

    0
    darkknight
    Forum|Forum|1 year ago

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