Conversations

Conversations 1 - 20 of 124
Photo of Seth
Color health scores in Reporting
It drives me a bit batty that, when I report on health scores, using "Current Score Name", I get the hexadecimal color. It'd be great if ...
  • 15 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of sam leonard
JIRA Integration possible?
I would like to link Gainsight to JIRA. Is that currently possible? If not, is it on the roadmap for addition to the platform? If so, wh...
  • 21 me toos
  • 14 replies
  • Question
  • Answered
Photo of Dan Ahrens
Templates for specific Timeline activities
Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a templa...
  • 30 me toos
  • 15 replies
  • Idea
  • Under Consideration
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...
  • 19 me toos
  • 12 replies
  • Idea
  • Implemented
Photo of Kiersti Felska
Formulas in REports 2.0
I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0.  Do i have to u...
  • 31 me toos
  • 10 replies
  • Idea
  • Under Consideration
Photo of Tony Tao
Help Wanted: Set ARR on customer tab with multiple opportunities
Hi,  We have multiple opportunities that can be recurring revenue and need to create a rule to update AAR on the customer tab.  Any adv...
  • 2 me toos
  • 2 replies
  • Question
Photo of Chuen Moschetti
Logging emails at the Relationship Level
Our CoPilot emails are relationship based but we like to log automated emails to SalesForce activity, however,  the checkbox on Outreach ...
  • 4 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Ben
Can you update a template after an Advanced Outreach has started?
I noticed an HTML formatting issue with two email templates that are used in my Advanced Outreach for our standard survey. I went through...
  • 5 me toos
  • 3 replies
  • Idea
  • Under Consideration
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 ...
  • 9 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Pam
Sharing of Dashboards with Global Filters
With the release 5.10, we are now able to share Dashboards via link with users; however, the global filter that was created for the dashb...
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of Logan T
Color Configuration Settings
Hello Teams! This is Logan from Support. I've recently come across a customer use case that surprised me to find we were not able to buil...
  • 9 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Nadav Shem-Tov
Email notifications at the Relationship level
While working with HPE, we came across the need to improve the email notifications capabilities at the Relationship level.  Specifically...
  • 11 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Alison Hight
Calculating Open Rates on CoPilot Outreaches
I'm working to develop a best practice for calculating the 'open rate' for our email outreaches run through CoPilot, but I'm seeing a few...
  • 3 me toos
  • 3 replies
  • Question
Photo of Jeff Kirkpatrick
Advanced Outreach: Enable ability to export Query Builder tasks to S3
Query Builder in Advanced Outreach seems like a very powerful tool to be able to pull in recipients based on a multitude of data options ...
  • 5 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Show Data Points in Report Builder
I have a customer that uses the Report Builder tool outside of Gainsight to put in her presentations at work. Report builder works as it ...
  • 5 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Ky Powell
Is it possible to send reports or dashboards at a regularly scheduled time each week to internal users??
  • 8 me toos
  • 10 replies
  • Question
  • Answered
Photo of Jeffrey DaSilva
Ability to send "Once in a lifetime" Outreaches based on Email Address only
Currently when setting "Once in a lifetime" in Outreaches, the logic enforces uniqueness across Email Address + Account Id.  This is the ...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Samantha Braastad
Ability to add multiple contacts to an Advanced Outreach from the same object.
When we send customer journey emails, we often have more that one contact on the object that the power list or query is created from. For...
  • 1 me too
  • 6 replies
  • Question
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 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