CS Product Ideas
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Dashboard global filters using OR logicImplemented
While doing a bit of troubleshooting on behalf of a customer, I've noted that we cannot seem to use an "OR" logic on "Global Filters" in a dashboard. What I mean by this is if I have a dashboard with four reports, all of which have the same two common filters using OR logic, I would be good to have the common filter on the dashboard reflect "A OR B" logic when applying the filters at the Global level.
Hi Team! It seems that the current state of the Google Big Query requires that the connector to be re-authorized in order to refresh the views and fields available to the connector. This is not ideal as it makes changing and validating the ingestion of data into Gainsight very cumbersome and manual. The idea is that going forward it would be great if refreshing the available views/fields was automatic like with other connectors. Thanks! -Will
Email Logs to Email Log v2 EquivalencyAcknowledged
Incoming wall of text - Email Assist 2.0 (formerly known as Email from Anywhere) starts a countdown on the life of the MDA object Email Logs. Meaning, asset/process referencing that object will need to point to Email Log v2. This post has a couple of requests for Gainsight @andutta or @Cornelia some help getting this to the right people please :)). Below is a table of what I have mapped so far. While most of the fields are pretty self explanatory, I thought it would be helpful to map the fields from one object to their equivalent in the other, for easier reference. Note that I’m not 100% on all of these. My requests to Gainsight are:Can someone from Gainsight validate/correct the below table? If in the meantime anyone from the community wants to contribute with a confirmation, correction or addition please feel free to do so and I will make updates when I can. When a new object is made that duplicates some or all of an existing object, can this type of table me made published and avail
Gmail plug in - be able to add recipients from different customers to an ad hoc email and log it in timeline.No Status
We would like the ability to email several customers ad hoc from our plug-in.JOs are great for segmented group of customers, however it would be great to be able to email several customers in one go and log it into their timeline - which the JOs don’t do!
Ability to add a new line in concatenate functionResponse from Customer
Team, We have a customer using the text “Concat” function in the Rule Transformations. But unable to introduce a new line character between the fields. They want to display each field in a different line. We have tried to implement by setting the \n & “\n” in between fields of contact function but that deosn’t worked out.
CTA and Timeline entry look upNo Status
Currently you can link CTA to a timeline entry however for reporting purpose I can not measure or see how many timeline entries were written per CTA. We use timeline entries to help us measure the success of our CTAs as well as activities generated from out CTA. Current process is to create a data designer which is not fun. If we had a look up value with the Timeline object that looks up to CTAs. The same would apply for success plans, we do not always have a visibility to the success plans within the timeline object.
External Dashboard SharingNo Status
We recently rolled out an external dashboard for use for broader members of our organization that don’t have Gainsight licenses. The direct link/URL works just fine, but once the link is clicked on and the dashboard loads, the URL updates and that new link is not shareable across team members. Is there a reason why the original URL does not remain constant or that the updated link is not shareable? We have a high volume of people reaching out with claims that they do not have access to the dashboard when in fact they are just using the updated URL. This seems related to this post.
When we try pulling the object data via the API we are getting the dropdown values GSIDs instead of the value. Currently, this appears to be a limitation as it is mentioned in the below that “Dropdown list items like Stage and Status values are populated with unique GSID of an item.”.https://support.gainsight.com/Gainsight_NXT/API_and_Developer_Docs/Custom_Object_API/Gainsight_Custom_Object_API_Documentation#Read_APIWould request to look into this use case as the customers are interested to get the values instead of GSIDs.
The current state of the GBQ connector does not allow you to select Gainsight’s User object as a destination for your job. Additionally, if you populate into a custom object, rules engine will only allow you to Update users, not create. This poses a problem for orgs who do not have a CRM that GS connects with and wants to populate that data into GS via their GBQ instance.
JO Reporting Enhancement - Be able to add multiple reporting categories to Journey Orchestrator programNo Status
We find it very difficult to report on our JO program currently. The folder ID does not provide the folder name, so it is basically not useful.JO should be able to have multiple reporting categories associated bc they are often trying to achieve multiple goals in one program. For example, we have “Feedback” for our “Services” org that we would want to keep separate from our “feedback” from our Voice of Customer. Another example is our KPI mapping. We would want to map “product type” and “kpi”. The multiple reporting categories (or even a hierarchy of reporting category and a sub-category) would help us better understand how our JO are meeting the goals of the company. We could then show our team that we have “x” number of programs in flight that address “y” goal of the company and the metrics associated Reference to the below idea, but more robust
CTA Linked Objects to Multiple RecordsAcknowledged
It would be great to have multiple records linked to a CTA. This would be helpful as we have some CTAs fire for the the an aggregation of time to help not overwhelm the CSMs cockpit. For example, being able to have multiple survey responses linked to on CTA based on the Company ID so that the CSM can receive 1 CTA but can follow up to multiple responses.
In one recent scenario - linking of a report was required in the JO email, but we were unable to customise the background of the Report linked. Just like the global reporting settings, the reports in the JO should be customisable as well so that it can match the overall look and feel of the Email template.
While workarounds exist, they are not ideal and have limitations. Journey Orchestrator would be greatly improved if a baked-in ability on the feature existed that allowed you to skip weekends for time periods (conditional waits, static timers, etc).Related articles:
From JO Programs based on query builder logic, we would like to have the ability to send 1 email to multiple people with the same role (Admin) within the same customer account. I have seen this idea, however to me it doesn’t solve for the need to send 1 email to multiple people of the same role, does it? If there is a work around to this, kindly please share.Thank you for considering it!
Unable to remove Add to Destination in ConnectorsUnder Consideration
Not sure if this is a bug or how it is supposed to function, but I am unable to remove the Add to Destination task in my connector job. I needed to add an additional merge task but now I am unable to add a destination based on my new merge. Is this how it is supposed to function and I have to create a brand new job from scratch?I even attempted to remove the daily schedule runs for it to see if that would impact it, but it did not.
With all the text messages that we get for appointments and account updates, I am curious about the interest level and use cases for adding SMS/texts into Gainsight Outreaches or even a new "Text Assist" CTA task option? These options/features do not exist and they are not part of the active Product Roadmap, so your feedback and upvotes will help us to gauge interest and learn more. Thank you!
Add Last run datetime field in the list view of data designer with a hyperlink to view the execution history.Right now unless I click into each one and see the execution history I do not know when the design last ran. When I am looking a long list and trying to correlate between the run times of different DD objects - I am lost after 2 or 3 down the list.
It’s very time consuming to have to refresh the dataset when I change the schedule. Example: I was creating a new dataset, went to Explore, did the data refresh, went to configure while that was running and set a schedule, then, went back to the main Data Designer page to check something. While I was there, the dataset finished running. Needed to make a change to the schedule, went to update it, went back to the Explore, and was required to refresh the dataset to save a report. Had to wait for the dataset to refresh again before I could proceed. Would be nice if there was some sort of logic that looked at what was changed to decide if the dataset really needed a refresh. So, changes to the objects, fields, merges, etc. - refresh. Changes to the schedule - no refresh. If that’s not doable, maybe a prompt asking if I want to, and still allowing me to proceed with what I’m doing if I select No.
Preview CTANo Status
Would love to have a Preview option for CTAs to be able to see exactly how it would appear to the end user. This is would especially helpful for JO Programs using a CTA step where you are mapping tokens, etc, and would like to see how they appear, but I can also see it being helpful in the Rules Engine. I’m thinking just a simple Preview button that you could click, and it would display the details you configured inside the actual CTA framework.
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