Communitybanner

Welcome to the Gainsight Community!

Gainsight is a community of real people who are passionate about customer success. Here they collaborate on answers, solutions, and ideas about the products and services they love. It only takes a minute to get started.  Click here for a brief video to learn how to use our Community.

Get Started!

  • Step 1: Sign Up
  • Step 2: Follow Categories

Conversations

Recent Conversations
Conversations 1 - 20 of 4037
Photo of Jahnavi
Email or text message post to Timeline
It would be great if we could have email / text message post to Timeline.
  • 2 me toos
  • 1 reply
  • Idea
Photo of Andrew Cummins
Ability to concatenate within a column via bionic rules
Currently concatenate only works with bringing together two separate columns of data with the same unique identifier. What I would like t...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Spencer Engel
Is it possible/on the roadmap to enable advanced scheduling for Advanced Outreach bionic queries?
It appears that the most granular we can run bionic queries for Advanced Outreaches is daily (documentation link). Do we have any plans t...
  • 6 me toos
  • 1 reply
  • Question
Photo of Puna
Advanced Outreach: Task Account Lookup Option is Incorrect
Hi all, An AO I've created using query builder is returning the following error whenever I attempt to Sync Sources: "Failed to get data...
  • 1 me too
  • 1 reply
  • Question
Photo of Alex LeGay
Advanced outreach participant sync feature request?
I have noticed something that have been tripping up up some customers that I'd like to open up some talks on a feature enhancement. When...
  • 6 me toos
  • 1 reply
  • Idea
  • Planned
Photo of Jackie Toomey
CoPilot Organization- Adding Folders to Power List/Email Template interfaces
We are looking to organize the CoPilot Power Lists, Email Templates, and Outreaches. Right now, it can become very cluttered with so many...
  • 3 me toos
  • 1 reply
  • Idea
  • Planned
Photo of Drew H
NPS Tab CTA Followup View
Our senior leadership keeps close tabs on NPS surveys we send out, and would like to use a one-stop shop for an overview. The NPS tab is ...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Drew H
Exclude Participants of one Advanced Outreach from another
For background, we run a series of one-time Advanced Outreaches, one after the other. We have contacts that may be attached to multiple t...
  • 6 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Johnny Burtchaell
Emailing Dashboards as a List, not as Powerpoint
Is there something in the works that will allow us to schedule emails on a daily/weekly/monthly basis to send normal excel reports (list ...
  • 1 me too
  • 1 reply
  • Question
Photo of Britton Walker
Change the size of reports in copilot emails
Can I adjust the size of the report image in a copilot email? We are sending out a usage email to our clients that should include the 1...
  • 2 me toos
  • 1 reply
  • Question
  • Acknowledged
Photo of Ky Powell
Fields that are not locked are not editable from C360
We have fields that are not locked fields on the account like Decision Maker Relationship which can be edited by all CSM's in Salesforce....
  • 1 me too
  • 1 reply
  • Problem
Photo of Jake Smith
How do GS admin's tackle currency conversion to USD?
Hello,  Looking to see how other admin's have solved currency conversion to USD within gainsight, or a load from SFDC.  Today: ARR is sh...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Johnny Burtchaell
Scheduled emails for Reports 2.0
I think it would be great if you allowed us to schedule automated emails for the reports we build in Reports 2.0. I'm not too keen on em...
  • 3 me toos
  • 1 reply
  • Idea
Photo of jbarbier@gainsight.com
Ability to create Objective CTAs in Cockpit
A customer has requested the ability to create objective CTAs in Cockpit and be able to associate that objective CTA with an open Success...
  • 6 me toos
  • 2 replies
  • Idea
  • Not Planned
Photo of Diane Morneau
Can we set up a survey question or survey at the end of an emails chain?
Using Advanced Outreach, we create 6-emails campaigns at the end of which, we would like the customer to provide us feedback on the quali...
  • 1 me too
  • 1 reply
  • Question
Photo of Brittany
Be able to add milestones from Timeline
First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added else...
  • 27 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Domenic Armano
Add Tabular Reports to Outreach Templates in Copilot
When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presentl...
  • 31 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Chris Mudd
Ability to export Mass Scorecard Edit
It would be a nice feature to be able to export this view.  Right now we do not allow for this and if the report is exported no informati...
  • 5 me toos
  • 5 replies
  • Idea
  • Implemented
Photo of Jeffrey Coleman
Allow a report to be attached to a copilot email
We're working with clients who have large numbers of individual users. In order to provide better insight into what those users are doing...
  • 12 me toos
  • 12 replies
  • Idea
  • Implemented
Photo of Logan T
Email Assist Sending Limitations
Hey Team! Right now, we have a functionality limitation with Email Assist that some of our Customers are looking to see expanded.  In E...
  • 2 me toos
  • 0 replies
  • Idea