CS Product Ideas
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I am trying to bring a new data object to Gainsight and for that I have a csv file that I am uploading to our S3 bucket.However, this file has some records that do not have right values or format. Since my csv has over 1 mil records, scrolling through it and fixing it prior to upload will be very time consuming, but it would be really useful if the rule engine would still upload the file with the records that are good and provide an error log with the bad ones. That way, I could work only on the bad records, remove the ones that I cannot use, fix the ones that still have some use behind them and re run the rule.
Survey Preview FunctionalityNo Status
When I am previewing a Survey and validating my questions, formatting, etc., I should not be blocked by the ‘required question’ error messages. This forces me to fill out each question before being able to move on to the next page, something I should be able to bypass when previewing and finalizing Survey content.
We put usage data in every month and so the only AE graphs that are of any value is 365 days. All other graphs pick their own data points like Ndays or a week and make no sense in our environment. Honestly the earlier widget was more useful. I want to be able to show data for three months so that when we have a QBR I can generate an accurate graph. In todays world the CSM has to run 365 days and then cut, copy and paste to get a useful image of the utilization.
I think there should be a slight modification to Viewer and Viewer + license permissions where a user with one of these two license types assigned to them should be able to close out a CTA which has been assigned to them.Our specific use case: CSMs run a series of playbooks and success plans which include CTAs for members of the sales team. All sales people have Viewer licenses. If one of these CTAs is assigned to a ‘viewer’ for action - they should be able to close that CTA (and just this CTA assigned to them) if their action is complete.
When setting up a new survey, I was delighted to see I could simply add an “other” option. However, I’m apparently stuck with a static field for how I want that option labeled - i.e. if I want the answer labeled “Other”, then the comment box is also labeled “Other.” In this example, I want the comment box labeled “Please Specify” while leaving the answer as “Other”, but I’m not able to distinguish the two.
Hi,Our team needs the ability to see when Sponsor Tracking has been envoked but no link could occur because the user has privacy settings (comes with a Premium account) turned on. Right now, our CSMs are not presented with any on-screen messaging when this happens so they can’t tell which contacts are truly pending. You need to display better statuses--maybe Pending, Private, Current--something like that. We also need a way to report on this kind of data condition so we can exclude these contacts from our Sponsor Tracking reporting (they should not be included as part of our overall counts.) With a better set of statuses, I believe we can accomplish our goals.
In Adoption Explorer (AE), I would benefit significantly some mechanism that supported an automated retry or a true-up of previously ingested time-series data.In my particular use case of ingesting from Redshift, if my time-series data doesn’t happen to be available on the time-based schedule I’ve configured within AE, I ingest incomplete time-series data. (Redshift might be down or flaky, or my data warehouse team may be reporting delays in data availability). Currently, once I discover that, I manually perform a Historical Run. Nice, but some re-try or true up automation could be great here.I’m trying to escape the “you’ve got one moment to grab data, and it has to be ready at that precise moment or you miss out” scenarios.As potential solutions, let me ingest for 1 day in arrears and also 2 days in arrears. This way I know I have a non-manual fallback, and also any corrections or updates made in Redshift to my source data are ingested to Gainsight.Or, provide more “kickoff” options
We have a use case around needing to build a report on company person and limiting by the number of rows returned for each company.Currently, there isn’t an easy way to do so and the report returned has issues with latency due to the amount of data behind it and also it is not easy to navigate given that for one company we can have 50+ names that fit the query and for others a lot less.Would benefit from the ability to have a function that allows for the return of 5-10 records per company w/ criteria - by role for example.Thank you for your consideration!
There’s a very popular product idea for the GMAIL plugin for the ability to select activity type when logging from the plugin - would love that for Outlook. We have issues within our org where we have accounts with the same names (but different brands). At the moment the ‘Log Email To Timeline’ button is greyed out for these accounts. Would be good to show some more metadata about the account so the CSM can select the right account and these can be differentiated in the list.
Currently there is a limit of three email addresses that are able to be cc’d in Journey Orchestrator programs. I would love to see this number either expanded or uncapped as we have comms. (specifically account transitions) where we want to copy 5+ different users on the emails to clients.
Currently, our corporate policy on Google BigQuery requires a billing project ID. The dataset that the data lives on, not many (if any) have direct query access to the Project ID. Query access is given to individuals via Billing projects. That way the compute costs can be divvied up based on who made the query. I have spoken with Support and others familiar and have been told it is not possible with the current connector / integration and must have direct query access to the Project ID provided in the connector setup. Our policy will not allow us to leverage the Connector as is due to this, and therefore requesting that the ability to specify a Billing project ID (optional) is added to the connector configuration for the Google BigQuery setup. We utilize other tools, such as Tableau which allow for this - https://help.tableau.com/current/pro/desktop/en-us/examples_googlebigquery.htm (search for “billing” on this page.
How to find the skipped rulesNo Status
A rule chain was scheduled run every day at 6 AM. but unfortunately, it didn’t ran on 3rd Feb.But customer observed the same after 30 days. It could be great if we have a feasibility to know the list of rules which didn’t ran on a particular day.Currently, we can get the notification for failure/Success rule status but we don’t have an Option to get notified for skipped rules. It’s difficult for customer to check manually for every day.
When syncing picklist values to GS via the SFDC connector it matches based on the SF API Name instead of Value, this means if values are re-labelled in SFDC and we want to show the same update in GS the sync no longer works. E.g. here the M&A option has it’s value been changed to Media & EntertainmentSo we’ve updated the name in GS too; But now any attempting at syncing fails for records with these values;
The current default for the activity types that are created by the google calendar integration on the home page is “Meeting”. Unfortunately, that is an inactive activity type for us and not one we want to use. We would like the default to be one we have called “External Meeting”. We would like a configuration to determine what the default should be. Even better would be have filters to define what the default should be. For example, if all the attendees have an internal domain email, then make the default “Internal Meeting”. If any have an external domain, then make it “External Meeting”.
It would be nice if the attendees that were capture for the activity were only the ones that accepted the meeting invite. We noticed that it will include all attendees regardless if they plan to attend or not. For example, we had one meeting with 20 external attendees that were invited, but maybe only 10 accepted. The CSM had to manually identify and remove the attendees that didn't accept the meeting.
Currently, the google calendar integration is showing meetings that I have declined. There is no reason I can think of to show these. I would never add an activity for a meeting I never attended. Think these should just be filtered out or have a configuration setting to turn this on or off.
Right now all tasks created within timeline activities create a new CTA called “to do: activity name”. Sometimes these tasks are related to existing CTAs and we’d like the ability to put those tasks under the relevant CTAs instead of creating a new one.What this would look like is that when naming the due date and owner, we could also just name the CTA (if one already exists already) that the tasks should be created under.It would be nice if the CTAs within that company/relationship were already there as a picklist instead of having to search for it by name.
Hello! My team has a feature request for Surveys. Currently, you need to use non-anonymous surveys to track the account/contact submitting the survey. We are rolling out a self-assessment survey, similar to Gainsight's O2 framework, as a pre-requisite for Success Planning. We would like to offer this to customers with a reusable link but associate to the account/contact after the survey submission, which is not available today. We will be proactively sharing this with our dedicated CSM and Low Touch customers via programs/email assist. However, we would also like to publish in additional places so all customers, including Tech Touch, can find/submit organically. Ideally, we would like to post a reusable link in-app (via Pendo), our customer training site, and emails sent outside of Gainsight. Thank you :)
Posting on behalf of the customerCustomer wants to be able to complete other actions while editing comments on a CTA, without the comments disappearing before saving. Something similar to the timeline draft functionality. Is this something that we can create a roadmap for?
Working in JO I see you can’t save a program unless you have participants. We setup the criteria for the participants but due to the filters no one met the criteria for that day. I should still be able to save the program with the understanding that eventually someone would meet the filter criteria and the program will run. I saw another post with this issue and the workaround was to create a dummy record that met the criteria so you could save but would like a better solution to save the program even if no participants meet the filter criteria yet.Here is the older post with the workaround marked as solved.
Hi Team, Posting this request on customer’s behalf.With HA enablement Mass edit reports are no longer supported to be added as related lists in 360 pages which makes it difficult to achieve certain use cases like below. Use case:The mass edit scorecard reports on the C360 give us a good visual of all the "child" accounts underneath the Parent using Account Hierarchy.
While sending emails to customers from JO we need an option to hide or show the area of text from email templates For eg.Customer A has purchased 3 products, the email should sayproduct A: 100% deployedproduct B: 80% deployedproduct C: 60% deployed Customer B has purchased 2 products A and B, the email should sayproduct A: 100% deployedproduct B: 80% deployedand it should hide other products from email template.
Cockpit Column name handlingNo Status
We are finding different functionality in NXT vs SFDC when it comes to Cockpit columns, In SFDC if we go to add “priority name” we get the column header to show “priority name“ as expected. In NXT when we go to add the same it shows in the config Priority > Name and then only shows the name: For ease of use, we would like the ability to either add an alias or both names in the field.
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