Conversations

Conversations 1 - 20 of 184
Photo of Lauren Denault
Bulk Add Sponsor Tracking
We have over 30k customers that we want to start using Sponsor Tracking for - is there a way to get a bulk list of all of them and approv...
  • 16 me toos
  • 10 replies
  • Idea
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
  • 11 replies
  • Idea
  • Implemented
Photo of Tom Gerth
Enable Survey Flattening by Default
Currently, we have the ability to enable survey flattening by putting a request into support, support passes the request to Ops, Ops enab...
  • 3 me toos
  • 2 replies
  • Idea
  • Planned
Photo of Ben
HipChat integration for Sally bot
Love the Slack integration, but we're a HipChat company. That functionality would be AWESOME. +1 from me!
  • 8 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Nora Soza
Follow Up: The ability to change the "FROM" email address when using the email assist feature
Follow up to this idea: https://community.gainsight.com/gainsight/topics/the-ability-to-change-the-from-email-address-when-u... Looking ...
  • 11 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Heather Hansen
Personal Notifications
We've recently removed licenses from several users, and they had open CTAs and customized notification settings when we removed them.  Th...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Samantha Braastad
Scorecard 2.0 Mass Edit Report only pulls in first 100 lines
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using th...
  • 21 me toos
  • 18 replies
  • Idea
  • Under Consideration
Photo of Devin Stevens
Ability to add email tasks to already active playbooks
It would be helpful to be able to manually add an email task to a CTA and playbook already in action. Today email assist tasks can only ...
  • 9 me toos
  • 4 replies
  • Idea
  • Planned
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 Samantha Braastad
Ability to view Timeline Activity notes from the CTA when tasks are added.
Our CSM's are currently using Timeline frequently during their customer calls and adding tasks to sync back to their Cockpit for any foll...
  • 15 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Seth
"All My Drafts" view for Timeline
Is there a way to give a CSM a view of all the drafts they have open in Timeline, regardless of which customers they're for? We just laun...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to move actions around on rules similar to moving a survey question once it has been created
Currently if you want to move an action to the top or bottom on a rule you have to delete it and basically start over. It would be nice t...
  • 10 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Manish M
Is it possible for me to get an email notification whenever Activity timeline is updated by CSM ?
I wanted to get an email alert when a CSM updates the activity timeline. Is this possible?
  • 1 me too
  • 5 replies
  • Idea
  • Under Consideration
Photo of Scott Superko
Mass update CTA due date and snooze status/date
We have enterprise CSMs who manage multiple accounts, some with 100+ locations.  Each of the individual locations have CTAs specific to t...
  • 12 me toos
  • 9 replies
  • Problem
  • Solved
Photo of Jeff Waldman
Reporting on timeline activity content
With the new Activity Timeline reporting capability you seem to be able to report on all fields except for the actual "Notes" field?  Wou...
  • 12 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Rajesh Gande
Product Updates - Sally (Slack Integration)
We will use this thread to post any product updates to Sally (Slack Integration) 
  • 9 me toos
  • 5 replies
  • Article
Photo of Tracy Streetman
Formula Calculations in Reports 2.0
It would be beneficial for Reports 2.0 to have simple formula calculations available such as +, -, SUM, AVG, %.  An Example where this wo...
  • 33 me toos
  • 18 replies
  • Problem
  • Acknowledged
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Customer Success for On-Prem Companies
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Lane H
Circle of Success - Partners and Distributors
I have been speaking with several people who are working to solve for Partners and Distributors in Gainsight. I'd like to begin the conve...
  • 1 me too
  • 1 reply
  • Question
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