Conversations

Conversations 1 - 20 of 79
Photo of Laura Webster
Timeline activities and CTA information
I put this question as a response to something else somewhere. It is worthy of it's own question. I love that I can create timeline activ...
  • 7 me toos
  • 4 replies
  • Question
  • Answered
Photo of Jeff Kirkpatrick
Journey Orchestrator: Log to Salesforce should accommodate SF Related Contacts feature
Came across another feature that doesn't support Salesforce Related Contacts - the Log to Salesforce function in Journey Orchestrator.Wit...
  • 6 me toos
  • 1 reply
  • Idea
Photo of Jeff Kirkpatrick
Rule Execution Logs from Scheduled runs not containing Action Details
When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: Ma...
  • 12 me toos
  • 13 replies
  • Idea
Photo of Tom Gerth
Dashboard global filters using OR logic
While doing a bit of troubleshooting on behalf of a customer, I've noted that we cannot seem to use an "OR" logic on "Global Filters" in ...
  • 14 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Dynamic dashboard reports
Working with a customer we found that reports are not dynamically updated in dashboard after making changes to the report itself.If there...
  • 11 me toos
  • 8 replies
  • Idea
Photo of Nadav Shem-Tov
Export Gainsight360
Hello,  A few of my customers have shown interest in exporting section from the Gainsight 360 view, specifically for the sections on the...
  • 11 me toos
  • 5 replies
  • Question
  • Acknowledged
Photo of Cameron Wright
Email assist parent/child account contact association
I have a customer that uses a child/parent relationships and CTA's could open for either or, but the contact from either side does not pu...
  • 7 me toos
  • 8 replies
  • Idea
Photo of Cameron Wright
CTA objects stored on MDA rather than SFDC
I have a customer that wants to have the option to have CTA/CTA tasks objects to use Gainsight MDA objects only. In their instance the Ga...
  • 5 me toos
  • 6 replies
  • Idea
Photo of Cameron Wright
Success Plan Status ~ Variants
I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Dra...
  • 10 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Kate Green
Pivot Output Field Not Recognized In Rule Actions
Excuse the long post :)  I used a pivot task on a dataset in bionic rules, pivoting on the field "Product Purchased" and outputting a da...
  • 1 me too
  • 3 replies
  • Problem
  • Solved
Photo of Cameron Wright
Bionic Rule: Changing view fields
I have a customer that built out a bionic rule, they set up 3 tasks; 2 data sets and one merge.After setting everything up, they ran the ...
  • 7 me toos
  • 3 replies
  • Idea
Photo of Cameron Wright
One off survey resend
I have a customer that often finds themselves needing to be able to resend a survey to a customer. They would like to be able to find a u...
  • 10 me toos
  • 3 replies
  • Idea
Photo of Nicole Gemmer
Add Due Date to Mass Edit for CTAs and Tasks
Add the ability to change due dates for CTAs and tasks to the mass edit functionality.  This will allow us to adjust dates as we make cha...
  • 23 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Joe DiFilippo
Ability to create a hyperlink in Gainsight reports
Hi, My organization is looking to utilize hyperlinks in Gainsight reports. Also in the C360, we are looking to have hyperlinks that link...
  • 9 me toos
  • 5 replies
  • Question
Photo of Sarah Kiani
Email Task without Playbook
I was wondering if there is a way to create a CTA email task without adding a playbook to it. I don't see any option to associate an emai...
  • 6 me toos
  • 6 replies
  • Idea
Photo of Cameron Wright
Reporting on CTAs created
I was chatting with a customer about a use case they have and found this to be surprising that we don't have this functionality already. ...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Jeff Kirkpatrick
Allow synced tasks to be viewable by all non-Gainsight users
I searched, but I don't find this specific item referenced anywhere.  I'm on my second GS rollout, but this is the first time I've ever u...
  • 11 me toos
  • 3 replies
  • Idea
Photo of Jordan Clark
Ability to Report on Weblinks
The ability to report on Success Plan weblinks that have been shared with contacts would allow us to track engagement from clients who ar...
  • 2 me toos
  • 1 reply
  • Idea
Photo of David Rudolph
Reporting on Scorecard 2.0 Trends for Individual Metrics
We have a business scenario where we need a report of accounts that have changed scores (example: yellow to green, red to green, etc) and...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Kate Green
"Continue" in Journey Orchestrator Program
I'm trying to find some documentation on the functionality around "Continue" in a Program in Journey Orchestrator:What does Continue mean...
  • 2 me toos
  • 3 replies
  • Question
  • Answered