Conversations

Conversations 1 - 20 of 219
Photo of Steve Davis
More Clarity Around Removing Ranking In Reporting
I am logging this post for anyone trying to remove the "Ranking" Option in a Report after its been applied. Initially, I didn't think i...
  • 16 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Berin Bezmen
Timeline report by Date
When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, whi...
  • 17 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Alex LeGay
Apply date filters to Program -> Analytics -> Summary analytics
Here is what I am referring to Would it be possible to make it so you can add a date filter on this data? I understand that on the ba...
  • 5 me toos
  • 1 reply
  • Idea
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...
  • 10 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Alex LeGay
Report on failed participants - specifically ones failed due to the blacklist
The addition of being able to see which participants failed to be added to a program is great  It would be great if you could report on t...
  • 5 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Alex LeGay
Be able to change the uniqueness criteria after a program is published
Would it be possible to add the ability to modify the uniqueness criteria after a program is published? At the very least it would be ben...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Seth
Rule should set CTA due date based on Rule Date
I'm trying to load in CTAs that should have been created in the past, since they're based on the customer's contract dates. So, I'm using...
  • 7 me toos
  • 3 replies
  • Idea
  • Not Planned
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 29 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Alison Hight
"View in Browser" option for Copilot emails?
Is Gainsight considering adding the option to add a "view this email in browser" link to the bottom of emails, perhaps alongside the unsu...
  • 5 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Prithvi Krishna
Ability for attributes showing on the C360 PDF exported file TO match the attributes on the C360 UI
The attributes that are shown in the C360 view are different from the attributes that are shown on the Exported PDF file. Workaround fol...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Faelan Herriott
Is it feasible to be both a Salesforce admin and Gainsight admin?
We have just signed up with Gainsight and I am the designated admin. We have also only recently implemented Salesforce (only Opportunitie...
  • 2 me toos
  • 5 replies
  • Question
  • Answered
Photo of Alex LeGay
Within Survey Participant object, create Advanced Outreach Participant ID as an ID field
Within the SF object Survey Participant, Advanced Outreach Participant ID is a text field instead of an ID. I was working with a customer...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Alex LeGay
Include unique opens in the Email - Sent,Open & Click report
I've noticed that the Email - Sent,Open & Click report within program analytics shows total opens and not unique opens. I feel like it wo...
  • 7 me toos
  • 2 replies
  • Idea
Photo of Tracy Streetman
CoPilot Survey Analytics on Survey Tab
A huge limitation for us is that when surveys are sent via CoPilot, the analytics do now show in the Survey tab.  We can only see the res...
  • 11 me toos
  • 7 replies
  • Problem
  • Solved
Photo of Alex LeGay
Program participant sync execution history
I assume this is on the roadmap? It is necessary to have execution logs for participant syncs in programs. I am hoping this will include ...
  • Alex LeGay, 4 weeks ago

  • 5 me toos
  • 0 replies
  • Idea
Photo of Alex LeGay
More notification preferences
Is it on the roadmap to enhance notifications at all? Two things that came up when working with a customer 1. Be able to configure at a ...
  • Alex LeGay, 4 weeks ago

  • 2 me toos
  • 0 replies
  • Idea
Photo of Ankur Bhat
"Send Email" action type in Bionic Rules.
Since we are going to depreciate the custom rules in future, it would be great to have the "Send Email" action type functionality added t...
  • 8 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Samantha Braastad
Scorecard 2.0 Mass Edit Report only pulls in first 100 lines
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using th...
  • 35 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Alex LeGay
Sending internal reports with no account relation via Advanced Outreaches
Right now, there is no way to send reports via Advanced outreach without an account id or contact id filter on each report. Is it on the ...
  • 6 me toos
  • 1 reply
  • Idea
Photo of Alex LeGay
Schedule a rule to run on the last day of the month
I think it would be good to be able to run a rule on the last day of the month. I know it is possible to set it to run on the last Friday...
  • 6 me toos
  • 4 replies
  • Idea
  • Implemented