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Ready to fire up the stage at Pulse US 2024? Drop Your Session Teaser! 📣"

2 days ago

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markglenwalkerShoshin

Create a setting: Auto re-assign tasks when re-assigning CTA (remove pop-up)New Idea

We have use cases when end users reassign CTAs (not mass-edit use cases).When re-assigning CTAs, end-users report that it is cumbersome to always click “yes” on the pop-up question to reassign the tasks owned by the CTA owner.Idea: Create a setting that we can enable that will automatically reassign the tasks (avoiding the need for the pop-up).I understand some companies may have use cases where there are different task owners on the same CTA. For this reason, proposing a setting that we can enable that will do the task reassignment automatically.We’ve never had a scenario when the tasks didn’t also need to be assigned to the CTA owner.

57 minutes ago

KateVeteran Rookie

Need the ability to schedule JO Conditional Wait & Wait Timers for a specific date/timeNew Idea

Hello, Our team needs the ability to send our JO programs at a specific Date/Time in JO. Ideally we want the ability to combine this with a conditional wait so that a certain criteria would have to be met AND it would have to be the specified date/time chosen. Currently, once the condition is met, the subsequent step (e.g. email) will trigger in JO. We want to be able to wait until the condition is met AND it’s the specified date (i.e. when condition = true AND date = Friday AND time = 9 am EST) Our use case - we want to remind only the people who have not already taken a survey that it’s the last day to take that survey. The survey closes on Friday at 5pm EST. Thanks!

4 hours ago

angela_domenichelliMVP

Email signatureNew Idea

CSM would like to import their signature as formatted in Outlook to Gainsight. CSM wants to include in email assist templates and JO.

4 hours ago

CorneliaProdOps

Customer Communities (CC)

upvotes

How do I get a list of Upvotes on a particular post? Details of the voters on a post, basically

4 hours ago

ChristianWRegistered User

All About Pulse

🗣️ Exciting Session at Pulse 2024 Conference! 💥

Galilea and I are thrilled to be presenting at Pulse!Join us in our session, 'The Evolution of Success Plans at Alteryx - Human ➡️ Machine ➡️ Cyborg,' for an exciting journey through how we maximized our impacts and achieved success at scale.Get ready to discover actionable insights and strategies that can help revolutionize your approach to success planning! 🚀⏬Here's what you can expect.⏬Discover how we transformed from manual, human-driven guidance to a 'cyborg' process that's digital-led yet deeply human-connected. Dive into the challenges, opportunities, and key learnings we encountered along each phase of this transformative journey. Unravel the concept of 'cyborg' Success Plans, where the fusion of human touch and automated analytics drives success at scale. Learn about our innovative approach with Journey Orchestrator and targeted CSM deployments, backed by data-driven insights showcasing real effectiveness!We can't wait to see you at Pulse for an electrifying session that will

5 hours ago

pranaykundarapuGainsight Employee: Shoshin

View Activity Timelines Created Through Automated Program in P360New Idea

Hi Team,With the current design of P360 , we are not showing the timeline records of type Automated program.Valuize reached out to support that they would like to have the timeline records of type Automated program displayed in P360.Please check and consider this request to add the required functionality as requested by customer.

6 hours ago

j_ditzelShoshin

Product Experience (PX)

Dashboard Widget size for pie charts (Query Builder)

It would be great if we could resize the query builder widget when it is just a pie chart. It is very empty when it just contains a pie chart across 2/3rds of the screen.Another option would be the ability to put multiple pie charts in one widget. This widget could easily hold five pie charts without looking cluttered and that would reduce the number of widgets I have to put on the page.

6 hours ago

rterakedisTeam Captain

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Archive

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Archived content

463 topics
1372 Replies

CorneliaProdOps

Customer Communities (CC)

upvotes

How do I get a list of Upvotes on a particular post? Details of the voters on a post, basically

4 hours ago

j_ditzelShoshin

Product Experience (PX)

Dashboard Widget size for pie charts (Query Builder)

6 hours ago

amanda_neilRegistered User

Customer Success (CS)

Email to TImeline Missing External Contacts

If I have an email that is posted to the Global Timeline (customer missing, not associated) and I then associate a customer to the timeline, my external recipients go missing?

10 hours ago

revoteGolden Ruler

Customer Communities (CC)

Private messages - emojis doesnt work at the moment

We just noticed that emojis doesnt work in private messages. When you press emoji icon, nothing happens. This occurs in our community and here as well. We have tested with Chrome and Firefox.

16 hours ago

Marc.HoganShoshin

Customer Success (CS)

Email Opt-Out Hyperlinks - Unsubscribe - Manage Preferences

We recently sent a communication and received feedback that Opt-Out hyperlinks (Unsubscribing, Managing Preferences) did not work. I went back and reassigned links using the hyperlink button in the menu for both options. When testing the links, I could not open them or copy them into a browser. The configuration guidance talks about creating questions but nothing related to links and testing them prior to execution. Appreciate any assistance on this.

1 day ago

reggie_yu_gazmenShoshin

Customer Success (CS)

Outlook Gainsight Assist

We’re using Account Contact Relationship in SFDC wherein a contact can be associated to multiple accounts. There are instances wherein account names would be the same which makes it difficult for users to distinguish which account they need to log their email. It would be helpful if we could add their account number so users don’t have to guess and wrongly log it to another account. Is that doable? Thank you in advance!

1 day ago

sjacobi123Registered User

Customer Success (CS)

Is there a way to invert axis in chart?

We currently have a usage scoring metric where 1 is best and 5 is worst and we have created a trend chart to see usage over time. However, because we cannot invert the y axis the data looks backwards and is misleading. Is there a way to invert the axis data to show this appropriately? We are able to do this in other platforms to show correctly

1 day ago

revoteGolden Ruler

Customer Communities (CC)

Gainsight Digital Hub and DSA compatibility?

I would like to hear more about DSA (Digital Service Act, 2022/2065) plans. EU have set new regulations for the companies who have online platforms, beginning of 17.2.2024.I think inSided have plans to provide full support for the all features?EDIT: I added link

1 day ago

Lena H.Shoshin

Customer Communities (CC)

Can I move a comment from the support area into Ideation?

Hi operations Pro’s,can I move comments and postings from the Support area into an idea?I do get an error message. Usually when something isn’t possible to be merged the field specifies.I am unsure if this is a continuous limitation of the product or an error. Best, Lena

1 day ago

tfrissRegistered User

Customer Success (CS)

CASE or IF Statements in Report Formula Fields

I’m trying to build a dashboard that calculates what % of our delivered emails were marked as SPAM. This is critical for ensuring the deliverability of our emails and success of our programs. I noticed that the values for the AO Email - Spam field are Yes and No. Typically in reporting tools Yes = 1 and No = 0, so you can do a formula field that counts the number of records marked as “Yes”. In Gainsight reports, Yes and No do not seem to correspond to number values. The workaround would be to write a formula using either ‘CASE WHEN’ or ‘IF’ statements. However, Gainsight does not support that either. For example: CASE WHEN SPAM = Yes THEN 1 ELSE 0 IF(CASE = Yes, 1, 0)

1 day ago

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