Conversations

Conversations 1 - 20 of 112
Photo of Britton Walker
How do you create a powerlist/rule based on an anniversary date?
I'm working on sending automated emails with invitations to have clients participate in business reviews. These emails need to go out eve...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Kevin Ly
Rules Manager Filter By Rule Source Object Doesn't respect Bionic Rules
It is found that in rules manager, when you use the magnifying glass to toggle/show rules that use a certain source object, it doesn't re...
  • 5 me toos
  • 3 replies
  • Problem
  • Solved
Photo of Ben
Is there way to have email replies go back into Gainsight?
We are loving the CTA functions, but have an inherent issue. The emails sent from CTAs are not being auto-logged to Salesforce. Additiona...
  • 8 me toos
  • 4 replies
  • Problem
  • Acknowledged
Photo of Manmeet Dosanjh
Timeline Activity Types Quota
Is there any way that we can allow for more than 10 Activity Types? Since I can't delete the non-specific ones like 'Email', 'Call', 'Mee...
  • 11 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 115 me toos
  • 25 replies
  • Idea
  • Planned
Photo of Seth
DateDiff should be able to be negative
I'm using the new DateDiff function in a Formula Field for the first time. I expected that, if the DateDiff's "start date" was earlier t...
  • 6 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Drew H
No Scheduler for Publishing Advanced Outreach
Currently, there isn't a way to set up a Publish time/date for a one-time Advanced Outreach that must be started at a specific time/date....
  • 11 me toos
  • 7 replies
  • Problem
  • Solved
Photo of Faust Belarmino
Embed Gainsight Survey into our Software.
We are currently using Wufoo surveys and placing it on a tab in our company's software. Our clients log into their accounts for the first...
  • 4 me toos
  • 3 replies
  • Question
Photo of Zach Davis
Create Query for Advanced Outreach from Bionic Rule
I am assuming we are using the same framework for the Advanced Outreach Query builder that is being used for Bionic Rules, it would be ni...
  • 13 me toos
  • 3 replies
  • Idea
Photo of Britton Walker
Add advanced outreach and email task count to email template
I noticed we now have a button to migrate email templates from 1.0 to 2.0 which is exciting. An old feature we have appreciated is the co...
  • 7 me toos
  • 6 replies
  • Idea
Photo of Jahnavi
Advanced outreach participants refresh
Can the  participants in an Advanced outreach be called every 2 hours? I could only schedule once a day
  • 11 me toos
  • 6 replies
  • Problem
  • In Progress
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...
  • 7 me toos
  • 2 replies
  • Idea
  • Planned
Photo of Anirudh Allika
Folders for Email templates
Can we have folders for email templates similar to reports. This would help in organising templates and would make navigation easier
  • 24 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Nate Newby-Kew
Allow Multiple Responses per Survey Email (or Workaround)
I've received a request to allow survey participants to respond multiple times per email. This is for a brief (2 week) client beta partic...
  • 2 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Kaycee
Global Filters for Cockpit
There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a gl...
  • 22 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Scotty
The UI on linking fields to email tokens is a real pain.
It would be awesome if this experience wasn't iframed, but it's own page. This is especially annoying when I have lots of tokens to map, ...
  • 5 me toos
  • 1 reply
  • Problem
  • Solved
Photo of Jeff Kirkpatrick
Advanced Outreach details/model screen - Save/Cancel buttons are out of view
I'm wondering if I'm the only one having this issue (on Chrome on a Macbook), because I would have thought it would have been posted here...
  • 2 me toos
  • 5 replies
  • Problem
  • Solved
Photo of Hitesh
Mechanism to have report or facility to build a report for failed rules with the reason
It will be good if there is a report which tells that how many rules have failed with the reason.
  • 4 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Ben
Email Events section in Analytics of Advanced Outreach doesn't roll dates
Thanks to the Gainsight team for the Analytics of Advanced Outreach! It is super easy to follow and a great quick reference. However, I ...
  • 3 me toos
  • 1 reply
  • Problem
  • Solved
Photo of Kevin Ly
[Feature Request] Be able to re-add Knocked off Participant in AO
Posting on Behalf of a Customer. In an active advanced outreach a User can remove a participant manually to knock them off the outreach....
  • 6 me toos
  • 2 replies
  • Idea