CS Product Ideas

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245 Posts

W
Gainsight Rookie
WayneGainsight Rookie
shared in CS Product Ideas

Scorecard - Increase Character Limit on Grade SchemaWorkaround Available

Currently GS has never handled scorecard for color blind people very well. Multiple ideas have been thrown around. However, if the character limit for the Grade schema could be increased from 2 this would solve the use case.  This would give you Colored Text Note, I got the full word Green in there by adjusting the HTML code. Obviously not something that should be done. But, I was just testing to see if it was possible and what would happen. It seems like the 2 character character limit is just some hard coded limitation that can be adjusted and then this would be a huge solve for it. 

4
W
Gainsight Rookie
11 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Allow Direct Rule Notifications to include link through SalesforceWorkaround Available

We’re on NXT but we require users to login via SFDC, including Admins.Would be a timesaver to allow us to change the Direct Rule Link in failure notification emails to the SFDC Login path, because today it is linked only to the NXT path: 

12
shambhawi
Gainsight Employee: Rookie
1 year ago
martina_mlynska
martina_mlynskaGainsight Community new member
shared in CS Product Ideas

Changing color pallete for each reportWorkaround Available

Is it possible to change color pallete for each report? We have reports built off of the same Field, but looking at different health groups of customers & it would be helpful if this could be reflected also in colors of the reports so that let's say Engaged customers are in green vs Caution customers are in orange.... [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Screenshot20190531at2-53-27PM-ee0e4c8b-5873-4923-8958-b99a7e3ffe64-1178289905.png[/img]

5
rakesh
Gainsight Employee: ACE
1 year ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Horizon Analytics - Allow to embed Gainsight SurveysWorkaround Available

With the new embed tool, we can embed URLs to a Google form but it would be more helpful if I could imbed a survey I created in Gainsight. That way I can get feedback from CSMs as we roll this out and not have to rely on them logging into Google etc, and the information is better recorded in an object

4
andreammelde
Golden Ruler
1 year ago
thejaswi_puvvada
Gainsight Employee: Rookie
thejaswi_puvvadaGainsight Employee: Rookie
shared in CS Product Ideas

Scheduling Success Snapshots 2.0Workaround Available

Is there anything in roadmap to enable scheduling in Success Snapshots 2.0? Most of my customers are asking for this feature as they want a customized powerpoint to be shared with their customers at regular intervals. We are right now doing this with Journey Orchestrator Programs but the limitation here is that we cannot add more than 5 reports and also it cannot be shared as a powerpoint presentation. 

5
rahul_prayakarao
Gainsight Employee: Veteran Rookie
1 year ago
lane_h
Gainsight Employee: MVP
lane_hGainsight Employee: MVP
shared in CS Product Ideas

Adding Account Team Members through GainsightWorkaround Available

We are working on bringing more of our teams into Gainsight. In doing so, we want to streamline their workflows to be using as few of tools as necessary. One thing we need managers and teams to be able to do is assign Technical Project Managers and Project Managers to accounts. Currently, these are setup as lookups in SFDC. Because of this, I believe, we aren't able to change them from fields in Gainsight. We could write their name to a field in Gainsight, but we want to be able to trigger CTAs to them based on different factors on the accounts, and trigger emails to their customers. I'd like to do this without having to create 3+ custom fields for TPM and PMs in Gainsight (First Name, Last Name, Full Name, Email, User ID, etc.). Is there a way to be able to assign TPMs and PMs in Gainsight where we could pull the same information we are able to for CSMs?

18
dan_ahrens
ACE
1 year ago
S
sleightonGainsight Community new member
shared in CS Product Ideas

Notification of non deliveryWorkaround Available

HiMy team use a lot of email templates in playbooks, however if the email goes to a customer with an incorrect email address we don’t get a non delivery from the customer through Gainsight. This could cause problem if we are trying to send them something important but it doesn’t reach them, we would never know about it. ThanksSonia

2
C
Gainsight Rookie
1 year ago
keith_mattes
Champion
keith_mattesChampion
shared in CS Product Ideas

Providing Unique Survey URL's to In-app MessagingWorkaround Available

We are currently challenged with wanting to leverage our Pendo In-App messaging (with better response rate) to conduct NPS surveys while we are very pleased with the results in Gainsight. Ideally it was recommended that we provide a Gainsight survey link within Pendo, but alas, this is ONLY applicable for anonymous surveys.  As an Admin, I was wondering if the following potential work-around is feasible: Generate send list via query for a “utility” Program in Gainsight Configure program so the “send to” is “bogus” or a utility account Query AO emails for the field “Survey Link” after email send record is complete Use the URL from the above step to associate to Pendo accounts via email address ID?  Send link to In app users in Pendo Again, I have not inspected the survey URL per AO Email record yet and assuming it might be user-specific or custom?  If not, any thoughts on maybe how to do this w/out anonymous surveys in the next month? Please? :)

6
andreammelde
Golden Ruler
1 year ago
M
Gainsight Rookie
mfutiaGainsight Rookie
shared in CS Product Ideas

Gainsight Sally Enhancement RequestWorkaround Available

Currently the Gainsight Sally feature is only available to those that have a full Gainsight license. It would be useful for the integration with Slack to allow Gainsight Sally to work in other slack channels where not all slack users have a full Gainsight license so others within the organization could see specific details on a company if someone with a full license posts something in the channel.Ie: People with a full license could create a CTA while also providing visibility to others who do not.

3
rahul_prayakarao
Gainsight Employee: Veteran Rookie
1 year ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Timeline CTA TasksWorkaround Available

This might be just me, but we're looking at transitioning our team from leaving notes about a CTA in the Comments section to creating a Timeline post.  My main concern is that we have time to close metrics on some CTAs, and when they create follow up tasks via Timeline, it attaches them to the same CTA.  So, if I don't remember to close the CTA before adding my follow up tasks, my time to close for that CTA will keep on ticking.   I was thinking it might be good to still relate that post to the CTA, but create a new Activity CTA for the Notes/Follow up.  That would mean multiple CTAs in the Cockpit, but still only one Timeline post. Not sure that's the best solution.  Any suggestions on how to best do this so it doesn't affect our metrics negatively?

6
Chirag
Gainsight Rookie
1 year ago
christopher_sanderson
Champion
christopher_sandersonChampion
shared in CS Product Ideas

Allow STRING field to write to PICKLISTWorkaround Available

Most ETL tools allow you to use the SFDC API to write a STRING or TEXT type field into a PICKLIST, where the value will write over if it finds a like match, or will just not write the value if it does find a match.  I'd like to see what we can do to make this happen in our Rules Engine. If I have a STRING field in the MDA, and I need to write that data to either Gainsight or SFDC, and one of those fields on the object is a picklist, i have to create one action for each picklist value and use a combination of + CUSTOM FIELD and CRITERIA to get that value to write in.  This is inconvenient, especially for one of the customers I am working with where they have 5 picklist fields.  Each picklist has anywhere from 4-8 values, so at a minimum I need multiple rules and multiple actions to manage this. Looking for thoughts on this!

6
shannon_olsen
Gainsight Rookie
1 year ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

A/B Testing for CopilotWorkaround Available

We are looking for an easy way to split a power list in half to send a message to one sub group and a slightly different one to another sub group to compare the results. Of course, we can set up a flag and populate it. I am just looking to see if we can do it easier than that. Is this something we have considered as a feature for copilot?

19
dan_ahrens
ACE
1 year ago
susbhatt
susbhattGainsight Community new member
shared in CS Product Ideas

Option to provide Batch size for each ruleWorkaround Available

Hello Team, Currenly we dont have the option to change or provide the batch size specifically for a rule to update records, Can we have that option going for future release? Thanks, Sushanto

13
rakesh
Gainsight Employee: ACE
1 year ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Rules: Not in joinWorkaround Available

It would be really helpful to have an option to exclude from a join. This is intended for “exceptions”. Right now, I have to do a full left join and then a transform to get this. It would be great to be able to do this in one step. SQL example:select * from TABLE_1where Unique_ID is not in(select Unique_ID from TABLE_2)

2
rakesh
Gainsight Employee: ACE
1 year ago
Aleksandra_V
Gainsight Rookie
Aleksandra_VGainsight Rookie
shared in CS Product Ideas

How to add target line when building reports?Workaround Available

Hi!Is there a possibility to add a target line when building reports in Gainsight?Could not find how to do it and whether this option exists. Thanks for the help!BR,Alex  

6
spencer_engel
MVP
1 year ago
LauraThereseC
Gainsight Rookie
LauraThereseCGainsight Rookie
shared in CS Product Ideas

BCC from Timeline - Search account via email not just company nameWorkaround Available

It would be an amazing feature if when BCC’ing an email from the Global Timeline that you can search via the customer email, not just by company name. This would make it so much easier and save a lot of time when assigning the emails to the customer accounts.  

10
sai_ram
ACE
1 year ago
cnichols
Veteran Rookie
cnicholsVeteran Rookie
shared in CS Product Ideas

Default User to Send FromWorkaround Available

Hi All, We only have our CSM’s covering a portion of our customer base however we have been requested to send emails via JO to accounts that do not have a resource assigned. This has caused us some pain due to the fact that we don’t have the ability to send via the CSM if it is present or send as a generic user if it is not present. We would like to have more flexibility with this similar to a default value in an email template. Our workaround for this is to create multiple journey’s...but definitely more work on us.  @asmith , @alanclos 

5
sai_ram
ACE
1 year ago
J
Gainsight Rookie
j.peabodyGainsight Rookie
shared in CS Product Ideas

Ability to add a value to the Status Field on MDA Relationship ObjectWorkaround Available

Have the ability to add a value to the Status field on MDA Relationship Object. There are so many more values that describe the status of a customer then active, inactive. Since we have more values we are now stuck creating a second custom Status field just to accommodate.

8
sai_ram
ACE
1 year ago
S
Veteran Rookie
sandeepchidiriVeteran Rookie
shared in CS Product Ideas

Links in Survey descriptionWorkaround Available

Hi Team, Currently for Surveys 2.0 under Themes section for adding description we can add only text but not any links . When ever we add any link it is taking as a text. Any plans of implementing it in coming up days ?Sample Screenshot  

3
S
Veteran Rookie
1 year ago
spencer_engel
MVP
spencer_engelMVP
shared in CS Product Ideas

Allow option to update S3 dataset task configuration without editingWorkaround Available

I’m glad we allow editing of S3 dataset tasks, but I’d like to see us take it a step further and allow the option to edit the configuration without needing to have a file in the S3 bucket. It gets very tedious to have to upload a sample file, then delete it just to make a small change in the configuration.

3
spencer_engel
MVP
1 year ago
alex_legay
Champion
alex_legayChampion
shared in CS Product Ideas

Advanced outreach skip email in a chainWorkaround Available

I had a customer with a use case where they wanted to skip an advanced outreach email step in an email chain if the variant does not match. Right now, if the variant does not match they get dropped before the AO even starts. There is a setting that allows you to send the default template if there is no variant match however in this case they would like the AO to skip the email and move along the chain.

10
sai_ram
ACE
1 year ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Rule Concatenation - add commas or spacesWorkaround Available

When you concatenate in a rule right now, it makes it one long string. When combining multiple fields you often want to have a space or a comma to make it a list. It would be great to be able to add spaces or commas between the fields that get concatenated

6
phani_kumar
Gainsight Employee: MVP
1 year ago
jagadeesh_kumar_paidimarri
Veteran Rookie
jagadeesh_kumar_paidimarriVeteran Rookie
shared in CS Product Ideas

Exporting CSV files from report builder in different locale other than USWorkaround Available

Hi team, One customer requested for exporting CSV files in user locale. Currently we are exporting the CSV file based on US locale. However, if the user is using different locale, for example shown in google sheets the data exported would look totally different deviating from the expected export data:Please consider this enhancement to provide the user to chose or select different locales for exporting the data from gainsight.

4
sai_ram
ACE
1 year ago
R
Gainsight Employee: Rookie
Ravinder SinghGainsight Employee: Rookie
shared in CS Product Ideas

AE Custom Drill Down - Group byWorkaround Available

Can we have group by feature in AE for the drill down section? It is quite useful when we want’s to view records which are related to selected section rather than showing all of the records in the drill down.Use Case: For example if I have four groups (A, B, C, D) and 20 features of these groups. out of these 20 features 5 are the part of the group A and 5 are the part of the group B and so on. Let’s say when I select group A so in the drill down I should be able to view only those 5 feature that are part of group A and other features which are not part of group A should not come in the dill down. I believe as of now group by functionality is not available in AE drill down. It will be quite helpful if we can have group by in AE drill down.

3
skalle
Gainsight Employee: Rookie
1 year ago
angela_mckay
Gainsight Rookie
angela_mckayGainsight Rookie
shared in CS Product Ideas

Success Plan Templates - Ability to change success plan type or copy to another typeWorkaround Available

Is there a way to apply a Success Plan template to multiple Success plan types? Or even change the type after added? I am finding it difficult to move things around as an admin and and end-user after something has been created.   For Example:  I have multiple success plans and one of the templates for success plan type 1, I'd like to also have available for success plan type 2. Is this doable? Or an enhancement request?

12
heather_hansen
ACE
1 year ago

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