Conversations

Conversations 1 - 20 of 155
Photo of Steve Davis
"Current User" tokens for Email Assist
I have a request from the client to be able to send out Email Assist emails using the "Current User" strategy which can be see in reports...
  • 21 me toos
  • 6 replies
  • Idea
  • Under Consideration
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 Jeff Kirkpatrick
Known Issue: Duplicate account names w/unique IDs filtered out of "load to customers" execution log
Ran into an issue this week that doesn't impact Load to Customers functionality (thankfully!) but it does impact the Execution Log result...
  • 2 me toos
  • 3 replies
  • Problem
  • Solved
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 Samantha Braastad
Include column summaries for pivoted reports
When creating a report with a pivot, it would be ideal to be able to get a sum, average, median of the entire columns as well. 
  • 3 me toos
  • 1 reply
  • Idea
Photo of Tom Gerth
Ability to get an overall open rate on email assists
In Journey Orchestrator we have the ability to see the open rates for each outreach/program that's sent. Currently, we don't have a way ...
  • 6 me toos
  • 5 replies
  • Idea
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
  • 29 me toos
  • 10 replies
  • Idea
  • Under Consideration
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 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 Pramitha Pb
WebEx Integration
When scheduling a call from the Customer’s Timeline (Adding an Activity) it would be great if this was integrated with WebEx so that we c...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Perry Rogers
Search for Accounts by associated contacts
I have gotten many requests to be able to search for accounts by associated contacts within the Gainsight search bar. Basically we would ...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Chris Mudd
Ranking Calculated fields in reports
Currently we are not able to rank calculated fields within report builder.  It would be helpful to be able to use calculated fields withi...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Alison Kaprielian
Flag for customers in cockpit with multiple open CTAs
This is a suggestion from one of our CSMs: "As a CSM, I would like to see a flag or indicator next to the client name if there is more t...
  • 2 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Sai Ram Pulluri
Creating timeline activity via rules?
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.
  • 23 me toos
  • 15 replies
  • Idea
  • Under Consideration
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...
  • 11 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Kelly
Ability to Edit Journey Orchestrator Programs
I continually hear that this is a commonly requested feature but was surprised that there doesn't seem to be a post specific to this topi...
  • 19 me toos
  • 5 replies
  • Idea
  • Planned
Photo of Scott Schoenknecht
Task Cockpit Editable Grid View
Our CSMs live in OneNote (simple task tables) and Excel to maintain smaller follow up items coming out of meetings or discussions.  These...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Kate Green
Add Company Logo To All Snapshot Slides
Is it possible to add our company logo to not only the Title Slide in Success Plan Snapshot but also to the bottom corner of each slide o...
  • 4 me toos
  • 6 replies
  • Question
  • Answered
Photo of Melissa Terrell
Tagging timeline activities
Our team would like the ability to tag Timeline activities in order to sort/segment easier.  For example, for meetings, they would like t...
  • 11 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Emily McInerney
Update templates of Success Plans after they are active/in use
Would love to be able to make updates to Success Plan templates after they have already been applied and made active by the CSMs. We rece...
  • 2 me toos
  • 2 replies
  • Idea