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    Idea Pipeline

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    6164 Ideas

    Sriram SivakumarContributor ⭐️

    Notification Trigger and Progress Update for Learning PathNew Idea

    Notifications for users when a new course is added to a Learning Path. Automatic progress updates in the Learning Path to account for newly added courses, even if the course is not directly accessed by the user. These enhancements will greatly improve user engagement and ensure accurate tracking of progress.

    1
    cweber
    Forum|Forum|1 year ago
    nadav_shemtov
    nadav_shemtovContributor ⭐️⭐️⭐️⭐️⭐️

    Improve Gainsight's search functionalityDiscovery

    Currently, global search only works when searching for an account or a relationship.  The idea here is to allow for more advanced search capabalities around Gainsight - e.g. search for a prodcut name and see everywhere teh product is being mentioned, etc.  This came up as a request from HPE 

    2
    ajprince
    Forum|Forum|1 year ago
    abeck0625
    abeck0625Contributor ⭐️⭐️⭐️⭐️

    Sharing option for Success Plans: Allow People (External) to add Objectives & TasksNew Idea

    Hello Community,we have a use case where we’d like to enable External Users to add Objectives and Tasks to a Success Plan. We’d like to see a sharing option where People (External) can see all externally shared Objectives and also add Objectives and Tasks if they wish.Thanks,Anita

    5
    Forum|Forum|1 year ago
    RishiBContributor ⭐️

    When will Meeting Assist be integrated with Google Meet?New Idea

    Is Google already on the roadmap to integrate with Meeting Assist?

    2
    cmultanen
    Forum|Forum|1 year ago
    achadwickContributor ⭐️

    Help center and Community posts not appearing in Gainsight search results due to 5K character limitationReleased

    We recently discovered that a significant portion of our help center articles (housed in Zendesk) are not appearing in Gainsight federated search results, even when a user searches a direct keyword included in a live article. After connecting with the Gainsight support team, we have been told that this is due to a technical limitation with the Gainsight integration with Zendesk Knowledge only crawling up to 5,000 characters of plain text. This means when a user performs a search using a keyword that appears after 5k characters, the article will not appear in Gainsight federated search results at all (versus appearing with a lower rank). This limitation also extends to our Community platform (housed directly in Gainsight) which contradicts the information we received that the 5k character limitation is due to the integration. Regardless, our community and help center represent a significant volume of scaled support resources for our users that are not being surfaced. Accurate search results are a critical function of our scaled support ecosystem. To put this into perspective, the majority of our help center technical documentation (likely around 70% of 250 articles) have more than 5000 characters after html is stripped. It is not feasible for us to restructure our content strategy to exclusively contain short articles. This limitation increases the likelihood users do not find available answers which negatively impacts our user experience. It decreases the trust in our scaled support and undermines our efforts to enable users with more efficient self-serve options.  Where we do not expect Gainsight to compare with search giants like Google (that crawl over 15 million characters of plain text per page), expecting a higher character limit than 5,000 is reasonable. Please consider prioritizing an update that enables more characters to be crawled.

    6
    Forum|Forum|1 year ago
    bradley
    bradleyExpert ⭐️

    Scorecard Job VisibilityOpen

    If this is possible somewhere and I missed it let me know - but currently there does not appear to be any visibility into whether or not a scorecard job is running and what its status is, if you can restarted, etc. Think connector or rule execution history.I know you can set the sync schedule, but you still don’t have any other visibility into that job aside from when it “should” sync. Additionally, while you likely aren’t doing it too often, making changes to a scorecard (e.g., weights, measures, score scheme) causes another batch job to run.Even though you get an email stating when it is finished you have no visibility into the status, if it was successful, etc.

    17
    bradley
    Forum|Forum|1 year ago
    jschweglerHelper ⭐️

    Support Groups in CTA APINew Idea

    I use the CTA API pretty extensively to programmatically create CTAs based on data from outside systems, it works great.One of the things that is not supported by the CTA API is the ability to assign the CTA to a group for a segment of customers that utilizes the pooled model. The solution is to assign the CTA to a placeholder and then reassign it via the rules engine, but this is an added step that also introduces delays with these types of CTAs.

    0
    Forum|Forum|1 year ago
    JNPowerFactorsContributor ⭐️

    Gauge Chart from Homepage as a Report Visual TypeNew Idea

    There is the gauge chart that is available in the reports that has a single-colored band and selective coloring. But there is a segmented banded gauge chart available for NPS and CSAT on the homepage and 360 pages that acts in a similar manner to the donut chart (allowing to view segmented results categorized as good/neutral/bad). Stakeholders frequently request this specific visual but filtered in different ways as we utilize multiple versions of NPS surveys.Best case scenario this would be an option in reports that allows for dynamic local filtering as a KPI visual that could ALSO be plugged into the widget summary ribbon on the homepage. 

    0
    Forum|Forum|1 year ago
    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Enterprise Readiness - Ability to Manage Staircase data at ScaleNew Idea

    As an admin of Staircase and Gainsight instances with large volumes of customers and data, we are limited in managing Staircase at scale.It would save us a lot of time, and improve the data accuracy to be able to have the Staircase integration connected into rules engine.Here are the use cases I’ve ran into so far:Managing the mapped Staircase domains via rules engine actions. Today this has to be done within each account page from within Staircase, which is very click-heavy and labor intensive to manage across all of our accounts.  Creating or updating Staircase notificationsThanks!

    0
    ajprince
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    gschardanGainsight Employee ⭐️

    CTA Field must be editable to be used in Rules, but then the value can be changed in the CTANew Idea

    Posting for a customer. The use case is that they are wanting to use a CTA field in a rule additional field to assign a default a value but the only way to accomplish this is to make the field editable.The issue is that if the field is editable then the CSM or end user is able to change the default value. A workaround is: You are able to change the field back to un-editable to resolve the issue if the rule is only fired once, but for a scheduled rule this does not work. Is it possible to allow the fields to be added in the rule and set a default value, but not be editable where the end user can change the value?

    5
    HollySimmons
    Forum|Forum|1 year ago
    katie_b
    katie_bHelper ⭐️

    Ability to report on Template used in Timeline ActivityNew Idea

    We would like to see the ability to report on the template used in timeline activities. Our specific use case is around risk escalations and we want to be able to segment the activities by the escalation type without asking our CSMs to fill in another manual field. If we could report on the escalation template they select, we’d have the information we need with no additional effort.

    1
    dayn.johnson
    Forum|Forum|1 year ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    JO Participant Journey Rerouting if ErrorNew Idea

    This is related to @TMaier’s idea from this morning:  We should be able to MANUALLY reroute participants within a JO if they fail a step.This would rely heavily on the idea Thomas suggested ☝, as we’d need to get that notification to go into the program to make sure they were moved to the appropriate step.Example:If participant fails, let us specify which step the participant should move to at the next send window (if multiple actions in the JO) Alternatively, we should be able to conditionally reroute participants that fail a step.Examples:If participant fails due to system error, move to [insert step here] If participant fails due to system error and [value] meets [criteria], move back to evaluate step and attempt action again -- stop after [x] system errors and show error count If participant fails due to null *field* email address, send this emailNot being able to re-trigger these actions and having to try to manually re-add failed participants to journeys (especially ones triggered by events or recurring sources) can be very problematic, and leads to distrust of JO for sending important emails.

    1
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    mgamacheGainsight Employee ⭐️

    Move "Neutral" text in NPS survey to above 7 and 8New Idea

    There seems to be an issue with NPS surveys that do not use smiley faces. If we take away the colors and smileys from the question and add the neutral in as text, using the “Show Neutral” option, the neutral is showing as a 5. When in the colors with smiley faces its showing as 7&8. So if passives are 7 & 8 neutrals should also be 7 & 8 as that’s the passive score. Guiding survey participants to a 5 in neutral is really deceiving and its really guiding them to be a detractor based on the logic of what is “passive/neutral”.Please help correct this so that Neutral is shown above 7 & 8 so that there are not unintentional detractor scores being given.   

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

    Unified DRAFTS view in Content ModerationOpen

    It seems that the Drafts view in Content Moderation shows only Articles (or at least does not show Product Updates). It’d be great to unify this across all draftable content types (and also include Draft Events when that functionality is added)

    2
    emiller
    Forum|Forum|1 year ago
    maiohmaiContributor ⭐️⭐️

    Enhanced Edit History on ObjectsNew Idea

    I see this use case coming up for CTAs and Success Plans most often, but I’m sure it can be applied to other objects as well. I am often asked to report on whether a CSM has updated a CTA or Success Plan recently. We can use the “Last Modified” fields, but 1) Those fields are often overridden by any rules running that might touch a CTA/Success Plan and 2) Seems to be quite generous on what constitutes a “modification”. Is there any way we can distinguish between CSMs and Rules Engine modification dates, or have a longer audit log so we can grab the most recent updates from a CSM?

    0
    Forum|Forum|1 year ago
    alan.edwards
    alan.edwardsContributor ⭐️⭐️⭐️

    Event Year to be shown on event pageNew Idea

    The latest release has included the year of the event on the listing of the events page, however when you click into an event the year is lost. Can the year be included at the event details page?

    1
    alan.edwards
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Stop exporting files as .gz compressed files - make it universal with .zipNew Idea

    Hi thereSimple idea: please STOP exporting files with the .gz extension. The world doesn’t operate exclusively on devices that have native support for this extension, AND not all IT departments allow random downloads to extract files in .gz packages..zip would be just fine. ThanksA

    0
    alizee
    Forum|Forum|1 year ago
    JNPowerFactorsContributor ⭐️

    Category HierarchyOpen

    It would be immensely helpful if the API category endpoint provided the hierarchy represented in the web UI. We have multiple product categories that we are arranging knowledge articles underneath, many of which are named following the same conventions (ie, ‘Contacting Support’) but from the API there is no way of knowing which parent category the sub category is in, which requires a time consuming manual mapping effort.  Thank you!!

    1
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    Dimple saiGainsight Employee ⭐️

    User/Account drill-down in the query builder is restricted to specific field namesNew Idea

    Hey Everyone,We are viewing only the predefined user/ account fields upon drill down in the Query Builder report. Ideally, we should have the ability to select or display all the user/account attributes when we drill down in the query builder.Here are the reference screenshots of User and Account fields view in the QB report: https://share.zight.com/rRuDeEJlhttps://share.zight.com/NQuAPdd1Can we please consider this as a feature so that we can make the best use of data in the user/ account fields upon drill down in the Query Builder report?Thanks,Dimple Sai G

    1
    Forum|Forum|1 year ago
    Justin Bills
    Justin BillsHelper ⭐️

    Randomized A/B Testing in Journey Orchestrator.New Idea

    Is there any plans for creating a truly randomized A/B testing feature in Journey Orchestrator? I’ve seen numerous work around posts, but the issue is that it’s not really random.  Any thing you manually build is going to be random for your first send, but the next time you use the logic, it’s no longer random.  This makes it difficult to test out things like Subject lines, content, email variants because the same set of people are always getting the same content. It would be an amazing feature to just be able to set this up using the new Journey Orchestrator tool with a icon that lets you drag and drop an a/b test step right before an email step. 

    5
    revathimenon
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    rsayedGainsight Employee ⭐️

    External attendees are displayed as email addresses for the Cockpit email feeds on the Timeline page when the user enters the email instead of the person's name.New Idea

    From Cockpit We can send emails from CTA to any email address by typing manually even though the email address is not part of person or user object. For such records, we may not be able to resolve to a person or user even if the Email address is present in company person or relationship person object.In other context, there will be 2 fields that gets resolved when we select person/user from drop down – Email and name. ​@ChiragJ 

    0
    Gainsight Employee ⭐️
    Forum|Forum|1 year ago
    Laurenseife
    Laurenseife

    Ability to make a post public without being a in a categoryOpen

    I’d like to make a handful of articles publicly accessible. Instead of creating an entirely public community category, I am suggesting the ability to make specific posts within existing categories visible to the public. The topics of these articles don't all fit under the same category, so creating a single public category would result in duplicative content. This is because some articles are intended for a general audience, while others are meant for our existing private members. 

    1
    Forum|Forum|1 year ago
    acote
    acoteHelper ⭐️

    Ability for Admin to Login in as a User in NXTReleased

    Currently, we (admins) are able to log in as a different user via Salesforce in order to troubleshoot but this is not a feature in NXT. We are planning on moving some of our users who do not need Salesforce licenses to Cloud only access which will vastly limit the amount of troubleshooting I can do on my end when end users have issues. It’d be great if this feature was available for super admins in NXT.

    38
    ashapiro
    Forum|Forum|1 year ago
    Sylwia Ganiec
    Sylwia GaniecContributor ⭐️⭐️⭐️

    Preview of attached contentOpen

    When you attach a document (f.e. PDF) to a post the only option to view is downloading it.As a community member I would like to check the content first before downloading it or viewing it from the platform instead. 

    2
    laura.porcincula
    Forum|Forum|1 year ago
    Sripamidi
    SripamidiContributor ⭐️

    JO EnhancementNew Idea

    Enhancing Journey Orchestrator: Bring Back Query Updates & Support for Image FieldsHello Gainsight Community, We would like to request two key improvements in Journey Orchestrator (JO) that would greatly enhance flexibility and efficiency for Gainsight admins.Reintroducing the Ability to Update Queries in Published JO ProgramsPreviously, JO allowed admins to modify filters and query builder settings even after a program was published, enabling quick adjustments based on evolving internal needs.However, following the latest release, this functionality has been removed. While Gainsight has introduced more complex configuration options, the removal of this essential capability has made even minor updates significantly more time-consuming. Admins are now required to rebuild entire programs from scratch, leading to:• Increased time and effort for minor modifications• Greater risk of errors when reconfiguring queries due to need to filter out on going participants• Reduced agility in responding to business needs Supporting Image Fields in JO ProgramsWe currently have an ability to include images in email templates, with the option to tokenize fields such as a user’s profile picture. However, there is currently no option to bring image-type fields into the query builder, preventing these images from being dynamically mapped within JO programs.Why this enhancement is valuable:• Enables more personalized and visually engaging communications• Provides consistency with Gainsight’s existing image tokenization feature• Expands customization options for customer-facing emails We believe these updates would significantly improve Journey Orchestrator’s usability and efficiency. If you agree, please upvote this post and share your feedback in the comments. Your support will help demonstrate the value of these enhancements to Gainsight’s product team. Thank you!Sri

    0
    Sripamidi
    Forum|Forum|1 year ago

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