Beta Testing Opportunity - Cockpit Calendar Integration


Userlevel 3

Hi Community! We have an exciting new feature that we are getting close to release and want to do some beta testing with some engaged end users. 

 

 Cockpit Calendar Integration  

 

What does the feature do: It allows CSM’s to add CTA’s to their calendar as events!! 

Why would they want that: CSM’s start and plan their day from the calendar. Having your important  CTA’s visible on your calendar will ensure that they don’t miss any critical due dates and better plan their day. 

How can I choose what CTA’s get added to my calendar: Users can set a filter criteria for CTA’s to be automatically added to their calendar (Eg: sync all my Risk CTA’s due next week) or manually add them from Cockpit.

What all can I do from the synced calendar event : User can navigate to the CTA in Gainsight directly from the calendar event. In addition to this, users can update CTA due date & CTA Name directly from the calendar. Also if CTA due-date’s are updated in Gainsight the calendar event in automatically updated

What if too many calendar events get created: When defining the filters user can preview how many CTA’s will get synced to their calendar to give them a sense of how many events will be added. Also at any point of time users can delete all the synced events and redefine the filters to start over again. 

Does this work for Google & Outlook Calendars: Yes 

 Is it available for both SFDC & NXT Editions: No, its available only in  Gainsight NXT  

Criteria - Available only for  NXT. Works for both Google and Outlook calendars. You should also be using Cockpit.

Timing - we want to choose testers no later than Feb 4!

Interested? Send me a DM or reply to this thread so we can get the conversation started. 


37 replies

Userlevel 4

Awesome @rajyalakshmi_vele - My team and I would be interested in testing this.

Userlevel 4

Hi @aditya_marla  - thanks and it now appears!

@rajyalakshmi_vele  a thought on this feature as I imagine if you have a lot of CTAs due at a given period, that may overwhelm or flood your calendar. Would it be useful if you can sync by priority status (low, medium, high)?

Userlevel 7
Badge +2

received feedback again that it is not helpful by CTA due date and would be much more helpful to sync tasks to calendar

Userlevel 4

Hi @rajyalakshmi_vele 

I’ve been able to authorize my Outlook calender and I have a tick icon. I created a CTA against an internal account we use for testing and confirmed that I created a CTA type and reason which aligns with the settings I’ve set. I unfortunately can’t see this CTA in my calender as per the below paragraph from your PDF.

 

Users must first authenticate their calendars to add all the CTA's that match the criteria to the
calendar. Once the user completes authentication, all the events are added as a Day Long
calendar events and are marked as free to not interfere with any other schedules. The event
name will be the name of the CTA and the event date will be the CTA due date.

 

In the Calendar Configuration tab, it has picked up 2 CTAs matched the above criteria but when I look in my Outlook calendar (desktop & online), I don’t see the day long calendar events for the next 7 days.

Thanks,

Jason

Userlevel 7
Badge +2

Feedback from users:

  • It would be helpful if it created calendar reminders at the task level versus the parent CTA level as almost all of our assigned (biz reviews, survey responses) as well as activity/call related CTAs consist of multiple steps. If not able to send at task level, it'd be nice to have details on the associated tasks within then body of the calendar invite as otherwise the CTA title may not include very helpful/actionable information. I know that the intent is to drive awareness for things that need to be closed out in Gainsight, but given it continues to be where additional notes/outcomes are included, I think a better flow would be to equip our team with the action they need to take so they can move forward, and then go close out the task and add context within Gainsight.
  • when I clicked on "view CTA" to take me back into Gainsight, I was prompted to enter my username and log in even though I'm already signed in via other tabs. It'd be nice if this honored that - or at least prepopulated username based on the user clicking through from their calendar.
Userlevel 7
Badge +1

@aditya_marla I agree and I would think giving admins the ability to filter which tasks are sync’d or giving this ability directly to the end users would be nice. 

Userlevel 7
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Hi @joshua_roskos - completely understand where you’re coming from. NXT is the future of our platform and while we will be able to provide parity on some features to the old SFDC edition, on some things we won’t be able to make it happen. If you haven’t already, you should talk to your Gainsight CSM about when your organization can migrate to NXT. :)

Userlevel 4
Badge

thank you for the update @rajyalakshmi_vele !

Userlevel 5

Hi @robert_lilleby,

 

Gainsight tries to make a call to Microsoft to establish connection and when doing that i am assuming some company settings might be blocking it, we will look more into it, meanwhile can you also check with your Admin about the same.

 

Regards,

Hitesh

Userlevel 2

We would love this for our org! 

@Lani Nelson 

Userlevel 6

Hi @jason_hoe 

We have a schedule that identify CTA’s that match the criteria and add them to your calendar. This runs every 3 hrs, so there might be upto a 3 hrs delay in seeing your CTA’s.

 

Can you let us know if you are still unable to see the CTA’s?

 

(If it’s still not visible can you try to manually add a CTA to your calendar for now)

 

Userlevel 5

Hi Robert,

 

Will be sending a mail to you, lets try to figure out the problem and fix it.

 

Regards,

Hitesh

Userlevel 1

This sounds like an awesome feature! I know in my role I would use this heavily! Couple questions…

  • Once out of beta, will this be available in the SFDC version?
  • Will this be available at the task level as these are the actual to-do’s in the CTA?
  • How will the CTA show in the calendar since there is no specific time denoted for CTA’s?
  • Are these events blocking time on the calendar or are they synced as reminders?
Userlevel 7
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Hi @joshua_roskos Thanks for your interest! I think I can answer most of your questions.

  • This feature is going to be available very soon to NXT customers only. 
  • In the initial release, as Aditya noted above, only CTAs will sync to your calendar. Task syncing is on the roadmap.
  • CTAs appear as Day Long events on your calendar, but they are marked as free, so as to not interfere with other events on your calendar.
Userlevel 6

Hi @joshua_roskos as of now, we don't have any plans of bringing this to the SFDC edition

Userlevel 1

That is disappointing, this would be an amazing feature to have... :frowning2:  

Badge

Hi @rajyalakshmi_vele,
We’re really interested in trying this out!

Userlevel 3

@robert_lilleby Thank you for your interest, I will be sending you a beta invitation shortly.Please fill out a short survey that will be mentioned in the email

Userlevel 3

Hi @jaw This is a NXT only feature and there are no plans to enable this for SFDC edition.This is because the feature relies on the new Cockpit version which is built on NXT/MDA. The legacy version of Cockpit built on SFDC objects does not support this.

I agree, this functionality is great in the mobile app but will be even more powerful in the web version as that is where end users mainly use gainsight.

Has there been any discussion to allow a notification of an upcoming meeting to be posted as a “draft” instead of directly to timeline?

Userlevel 6

Hi @andreammelde ,

Thanks a lot for sharing this feedback. We will consider this enhancement as a part of the features roadmap for sure.

Just confirming one thing, apart from having the tasks sync on the due date (similar to the CTA) would any kind of filtering be needed on what tasks should be synced? 

How is task syncing going? Are you ever planning to have calendar events like meetings auto log to timeline?

Userlevel 7
Badge +2

FEEDBACK:

 

While configuring, inactive reason codes are available to select. This is very confusing. Additionally, reason codes that are not associated with the types that are selected are also available to select. It makes sense if an code was selected and later made inactive but if I am adding new codes, it would does not make sense that inactive reason codes would be available to add.

 

Suggestion:

  • Only active types and reason codes are available to add
  • Only reason codes associated with the select types are available to add. For example, if I only have “lifecycle” as a type, “risk” reason codes should not be allowed to be selected bc they will never sync since the type is not selected as well.
Userlevel 5

Hi @andreammelde , there are 2 points that your talking about,

  1. Seeing Inactive CTA types and reason: If any CTA type/reason thats created at global level and then deactivated at company or relationship level, it will still be seen as its active and still being used somewhere. If thats not the case, do let us know the behaviour you are seeing and we will investigate 
  2. Showing of Reason code related to the Type selected: By knowingly we haven’t added any  filter for reason as defining filter would be a less number of operations and here user has the flexibility to select what reasons he want, also in the bottom we do show the number of CTAs that are satisfying the above condition and incase the user has selected wrong reason he would know that by the count. Let me know if the current behaviour is causing confusions.

Regards,

Hitesh

Userlevel 3

Hi @jason_hoe  We have plan of giving more option in filtering capabilities, we will consider this feedback thanks a lot for sharing.

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