CS Product Ideas

Article Include a way to include field description or tooltip's on success plan fields. (Or all fields for C

It would be helpful to have the ability to include field descriptions or tooltips for fields that you have created on Success Plans or CTA's. (Example Below.)

How to link a tile in the summary section to a section in Share 360?

I’ve done several changes to existing share 360 layout and in the process, I may have lost the link between the tile and the section. First question: is there a way to link the tile to a specific section (report) in a lower section? If so, how do we do this? I have three tiles: Cases, Bugs a...

Add Template to Mass Edit

I do the same exact mass edit multiple times a week (close CTAs for reps who have left the company). It would be great if I could have a drop down template to show the mass edit criteria i specify. I tried to create a rule to close CTAs for inactive reps but since the CTAs all have diffe...

Tracking Shared Success Plans

We're hoping to track whether customers have opened their shared Success Plans (sharing using the weblink send option). I haven't found a way - is this possible?

How are you leveraging the Text Analytics functionality?

Every Month our team (Customer Experience) builds a presentation to our Executives regarding all of the NPS feedback and data that we compile from the previous Month. I want to start using the text analytics tool to help us take this to the next level and was curious how other companies are leveragi...

Email Validator for Gainsight Blacklist

Our company takes advantage of Journey Orchestrator quite a bit! When a contact is added to the "blacklist" for whatever reason, our end users have no visibility if the client was added. It would be great if email validator was not limited to the Admin's access so that our reps could...

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540 Posts

Ability to View Timeline in Success Plan Objectives for Viewer Users

Create a mobile-friendly Gainsight or mobile app

Email to timeline user with multiple email addresses/acceptable domains

Ability to Clone CTA

Is possible to report on how many timeline entries are drafts?

Allow User object to be modified via API

Could we remove relationship references from UI?

Adding code in Timeline

Ability to Link Timeline Activities

Improve Data Designer to Allow URL back to CTAs

Choose folder when saving report

"Role" on NPS dashboard is not SF Contact Role

Journey Orchestrator: Edit/Remove waits and steps within a program

Evernote Integration

Column headers in Rules, Connectors exports

Allow reporting on low volume object MDA data logs

Quick jump from timeline activity to synced task in Salesforce

Options to change week settings

Increasing Success Plan adoption - editing 360 top tabs

Article Include a way to include field description or tooltip's on success plan fields. (Or all fields for C

How to link a tile in the summary section to a section in Share 360?

Add Template to Mass Edit

Tracking Shared Success Plans

How are you leveraging the Text Analytics functionality?

Email Validator for Gainsight Blacklist

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CS Product Ideas

Article Include a way to include field description or tooltip's on success plan fields. (Or all fields for C

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