Conversations

Conversations 1 - 20 of 42
Photo of Ankur Bhat
Changes in source (For example Changing the street name) for a record (if that is already present) in AO not being picked up.
The information will not update for the existing participant records even if we sync  again manually before publishing advanced outreach....
  • 3 me toos
  • 0 replies
  • Question
Photo of Ryan
Copilot Template Folder Structure
The Email Template section in CoPilot is very hard to navigate through when we have 40+ templates.  Adding an organization structure woul...
  • 29 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Sarah Couch
Is there a way to report on the rules in the rules engine?
I need to create a comprehensive report on active rules in the rules engine including what actions will result in the rule running and wh...
  • 12 me toos
  • 9 replies
  • Question
  • Answered
Photo of Allie Gold
How do you email internal users about customers when using SDFC/GS?
We want to email our internal users, specifically account owners, when a customer changes its stage or when a milestone is dropped. I don...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Jeff Kirkpatrick
Mass Edit for Milestones
I have a large number of Milestones that were errantly applied and I need to be able to delete them in bulk rather than one by one.  It w...
  • 13 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Lane H
Closing CTA Tasks from Rules
We are working through setting up a few playbooks for our teams. There are a few tasks in each playbook we would like to have closed if c...
  • 4 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Allie Gold
If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".
If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in P...
  • 11 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Allie Gold
Rule scheduling should be more configurable (e.g. "Quarterly" or "Custom")
We have quarterly deliverables (due Jan 1, Apr 1, July 1, Oct 1) that we'd like to create CTA's for. Instead, we have to create either a ...
  • 17 me toos
  • 12 replies
  • Idea
  • Implemented
Photo of Brittany
Be able to embed an NPS question into a CoPilot Email Template
For basic NPS surveys that only have the 1 NPS question, it would be wonderful if we could just embed that one question into the CoPilot ...
  • 22 me toos
  • 16 replies
  • Idea
  • Implemented
Photo of Jenny Bolden
How does a user delete a recurring CTA they manually created?
Our users often setup monthly recurring calls as manual CTAs, however I can't find where to delete the recurring CTA. It seems you only h...
  • 4 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Leslie Morgan
Ability for Rules to run more frequently than once a day
We have the need to have Rules run more frequently than once a day for urgent SLAs.  Would like the ability to select frequency on the Ru...
  • 25 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Lilian King
Create option to send notification emails when a CTA or task is due instead of only when it's created
At the current moment, when enabling daily notification emails, you can only set it so that when a CTA or task is assigned to a person th...
  • 30 me toos
  • 5 replies
  • Idea
  • Under Consideration
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
  • 6 replies
  • Problem
  • Acknowledged
Photo of Allie Gold
How does your internal CSM team get notified about survey responses?
We want to have the CSM of an account notified when a contact within an account completes a survey (a full survey, not just one answer to...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Tim Anderson
CTA Due Date should reflect due date of next open Task in Playbook
For CTAs with Playbooks, the CTA due date defaults to the due date of the last Task in the Playbook series.  It would be helpful if the C...
  • 18 me toos
  • 11 replies
  • Idea
  • Implemented
Photo of Lila Meyer
Format for maintaining/documenting your org's Rules outside of Gainsight
Do any of you Admins document your rules outside of the Gainsight system? If so, do you have a sample document you'd be willing to share?...
  • 4 me toos
  • 3 replies
  • Question
  • Answered
Photo of Allie Gold
Dynamic Scorecard/Dashboard view
We're interested in promoting buy-in from within our organization as well as advertising the health of our customers to executives, prosp...
  • 8 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Tom Gerth
Used Count field on the Playbook object
It seems that there is a field on the Playbook object called "Used Count" that was part of a planned feature that was never fully impleme...
  • 3 me toos
  • 0 replies
  • Question
Photo of Allie Gold
Fire one bundled email to CSMs for overdue CTAs
We are creating a copilot outreach that fires to our CSMs each week when CTAs are overdue. However, if a CSM has four overdue CTA's, we d...
  • 8 me toos
  • 4 replies
  • Idea
Photo of Evan Luberda
Admin Office Hours - August 25th, 2016
This thread is for the Admin Office Hours session for Thursday August 25th,  2016.  Submit your questions to this thread and we'll addres...
  • 1 me too
  • 3 replies
  • Article