Replies posted by Elana Cipin

27 Replies

darkknight
Grand Slammer
darkknightGrand Slammer
asked in 360 Company & Relationships

Ability to see what accounts users are "following"

Did anyone ever find a solution for this?

11
liam_nicholls
Shoshin
9 months ago
darkknight
Grand Slammer
darkknightGrand Slammer

Add ability to update playbooks on existing CTAsUnder Consideration

This would be a great functionality. Also have a use case similar to the ones above. When we first go live with Playbooks, we’ll realize maybe the name of the tasks were unclear and we updated them; maybe we needed to re-order the playbook; or like above, new tasks get added.It would be great to have the ability to make this update to the playbooks that were already created that are still open with any changes that have been made.

30
T
Shoshin
5 months ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
asked in Reports & Dashboards

MDA dropdown values show GSID when exported

Wow, I wish I knew about this earlier. Just about to ship a new JO that sends email templates based on Language (a picklist value) and had to totally re-work this when I discovered it was GSID of the Language. How can I even find each GSID associated to the dropdown value?

41
W
Veteran Rookie
14 days ago
darkknight
Grand Slammer
darkknightGrand Slammer

Co-Pilot: Provide ability to schedule Outreach to run based on TimezoneAcknowledged

We have CSMs in GMT-05:00, GMT-08:00, GMT+00:00, and GMT+11:00. So basically any new journey we build, we build out 4, so our customers aren’t receiving communications from CSMs during non-work hours. Such a hassle to build out so many journeys to accommodate this. Would be amazing to be able to bring in the time zone from the user object when scheduling JOs. 

6
E
Shoshin
1 year ago
hillarydj
Shoshin
hillarydjShoshin

Ability to Remove "Add Person" Button on the Person Section of the c360Under Consideration

This is so important! We chose to have Salesforce as our source of truth for contacts, given other teams outside of our Gainsight users need access to contacts, and are updating them at different points in the customer journey.

2
E
Shoshin
1 year ago
bradley
Grand Slammer
bradleyGrand Slammer

Email from Anywhere (Beta) Populate Sending UserNo Status

This is super important as part of the email from anywhere functionality. We still want to have accountability for CSMs, and know who is sending emails when tracking against activity metrics.

2
E
Shoshin
1 year ago
S
Gainsight Employee: Rookie
SrikanthGainsight Employee: Rookie

Can we populate Picklist field value name instead of GSID when we map AO Participants Custom fields objectNo Status

This x100! It’s difficult as it is to identify a GSID for a picklist value!

3
E
Shoshin
1 year ago
phaneendhar_lingam
Veteran Rookie
phaneendhar_lingamVeteran Rookie

History Tracking for MDA ObjectsUnder Consideration

Does the workaround described in the case work for Success Plans a well? Or would the new functionality pending release in Q3 2022 be applicable to Success Plans?

46
jenniferpa
Team Captain
28 days ago
heather_hall
heather_hallRegistered User

Success Plan auto-savePartially Fixed

I’m still seeing this as an issue too.

17
R
Shoshin
1 month ago
gunjanm
ACE
gunjanmACE

Edit & Save a Whole Success Plan SectionImplemented

This is a big pain for my team too. This isn’t resolved right yet, as far as I can see!

18
E
Shoshin
1 year ago
gunjanm
ACE
gunjanmACE

Support Derived Mappings in Success Plan Rule ActionNo Status

Wow, I would need years more experience to have figured that out in the first place...

5
darshana.shah
Team Captain
6 months ago
spencer_engel
Golden Ruler
spencer_engelGolden Ruler

Bring back the ability to edit field types in Data ManagementNo Status

I’ve only ever worked in Horizon, and when I came across this need, was surprised the functionality didn’t exist! Especially would love the ability to upgrade from a picklist to multi picklist!

5
heather_hansen
Grand Slammer
1 year ago
leslie_morgan
leslie_morganRegistered User
asked in 360 Company & Relationships

Mass unsubscribe users from Accounts they follow

Please upvote this idea:  

4
liam_nicholls
Shoshin
9 months ago
J
justynharvey2021Registered User
posted in JO, Email & Notifications

Following/Unfollowing Company Records

Please upvote this idea:  

14
E
Shoshin
10 months ago
eku_malcolm
Shoshin
eku_malcolmShoshin

Further Improvements to Gong/Gainsight integrationAcknowledged

Having Duration updated at the merge would be amazing too! My team isn’t in the habit of adding duration, so when Gong calls are merged it’s left blank. Which is annoying because the data is clearly in Gong and more accurate anyways than what would be entered in the Timeline entry

16
S
Shoshin
1 month ago
H
Gainsight Employee: Shoshin
haribaabu ravikumarGainsight Employee: Shoshin

Reporting on success plan temaplatesNo Status

We can report on what playbooks have been used in CTAs. But we should also be able to report on what Objective Templates have been used! Main use case is if I'm creating new objective templates that are specific to customer use cases. I want to be able to see what customers have similar objectives because if I see there's a lot of overlap/repeat usecases, I can build better playbooks!I don't have any good workaround, other than maybe creating specific objective types for each objective template?

7
anirbandutta
Gainsight Employee: Grand Slammer
3 months ago
sagan_sherlin
Champion
sagan_sherlinChampion
asked in Rules & Permissions

Rules Engine to close Success Plans?

Definitely having a rule is always easier than mass edit. I also periodically go to mass edit to close out rules, and use the same conditions. But then I have to set up the same conditions every time, which could easily run in the background with a rule instead.

10
E
Shoshin
7 months ago
sagan_sherlin
Champion
sagan_sherlinChampion
asked in Rules & Permissions

Rules Engine to close Success Plans?

^ 100% agree @matthew_lind! Biggest use case for my business right now is that we were impacted by tech layoffs. The responsibilities of the CSM totally shifted, and so did books of business to entirely new owners. So with testing out what does work within Success Plans for the new group, having the ability to automate closing would save time!

10
E
Shoshin
7 months ago
jean.nairon
All Star
jean.naironAll Star

Assign CTAs to a CSM Pool or QueueImplemented

The pooled work assignment solves for the use case of having a a queue and pooled user - the way Salesforce has had for a long time. But it doesn’t actually round robin to a user automatically based on next in line. Does using @jean.nairon’s solution to round robin still work with the new user groups?

21
E
Shoshin
6 months ago
A
Shoshin
alisapagerdutyShoshin

Ability to update activities via rulesNo Status

It’s so difficult to report on Activities without it!As our org matures and activities are logged more reliably - especially with help from Gong and Zoom integration - this flexibility to adapt will help clean the Timeline, and make it easier for CSMs to search for past activity.Also helpful since Admins can’t make any edits to activities logged by another user.

2
J
Shoshin
6 months ago
A
Gainsight Employee: Shoshin
AbidGainsight Employee: Shoshin

Support fields with JSON datatype in data designer.No Status

Support gave me a workaround for this: If we wanted to create a DD on these kinds of datatypes, you need to convert those JSON fields to String datatypes by using a Case expression, and then unchecking the original field names.

5
E
Shoshin
7 months ago
A
Gainsight Employee: Shoshin
AbidGainsight Employee: Shoshin

Support fields with JSON datatype in data designer.No Status

My bet is it would work with Horizon Rules, since it’s utilizing Data Designer to prepare the dataset!

5
E
Shoshin
7 months ago
jean.nairon
All Star
jean.naironAll Star

Assign CTAs to a CSM Pool or QueueImplemented

Just a user error/learning curve on the new feature. When assigning through rules engine or mass edit of CTA, it does in fact round robin within the group 😅.The main limitation for this feature release for me is the inability to assign to user group through JO. 

21
E
Shoshin
6 months ago
alizee
Golden Ruler
alizeeGolden Ruler

Clone JO participant sourceNo Status

I need this! Similar use case, that I always have 3 regions that I build a query for. This is to be able to have a different scheduled time that each query runs, for different time zones. Typically there’s just 1 filter that needs to be different for all queries. To replicate this query x2, for example, it took me around an hour to re-build the query. In could have taken 5 minutes instead, to clone, and change 1 filter! 

3
E
Shoshin
3 months ago
kelly
All Star
kellyAll Star

Clone a query within a ProgramPartially Fixed

I need this!I always have 3 regions that I build a query for in journeys. This is to be able to have a different scheduled time that each query runs, for different time zones. Typically there’s just 1 filter that needs to be different for all queries. To replicate this query x2, for example, it took me around an hour to re-build the query. In could have taken 5 minutes instead, to clone, and change 1 filter! 

14
E
Shoshin
3 months ago

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