Topics started by matt_machczynski
Editing and creating success plan templates as they exist is sub optimal. Pretend you have v1 of a success plan template. Said success plan has: Prepare stuff Do thing A Do thing B Execute C (in our case, some of our success plans are 12 + objectives long) Later, you realize through some post mortems that it should go B then A. Hurray! You now have to recreate the entire success plan from scratch. I would suggest: * Allowing reordering of objectives (drag and drop, similar to capabilities in playbook editing for example ... or rule chain) * A save as button .. so you can save SuccessTemplateV1 as SuccessTemplateV2 for example (much further down the line the ability to detect those success plans using V1 and automatically upgrade them to V2 saving current status of CTAs, any things that had been added to the instanced Success Plans, etc.)
Send a copy of rule result to me (checkbox)Under Consideration
Super easy idea. Right now we have the "Send a copy of Rule Result email to" with a checkbox for gainsight and / or a line for an email address. A simple thing that would save a fair amount of repetitive things would be to add a checkbox for "me" .. which would email the results to the user in question. I have a long email address. Typing it / copy-pasting it all the time is unnecessary 🙂
The Data Management page has a variety of metadata available around the MDA objects; however, it seems to lack size. I know I'm using N GB of data; however, I have no way to determine amongst which MDA objects it's currently distributed (so I can't prune in a meaningful manner)
Pretend we have a field "Alpha" that hangs off of account. It's a long text area. For an account, we may populate it with: "Here's some things happening: 1) Alpha 2) Bravo 3) Charlie That's the status" (or what not). If i expose that as an attribute the formatting is kept properly (in CS360); however, in reports, the newlines would become something more akin to: "Here's some things happening: 1) Alpha 2) Bravo 3) Charlie That's the status" Obviously for lists of things we'd put in the text field this is sub optimal. It becomes worse when said report is a part of the CS360 (related list). I don't see a technical reason for this to not be possible (I can see stripping markup, etc. potentially)
This is similar to https://community.gainsight.com/gainsight/topics/playbooks-better-filtering-or-limiting-view; however, more specific in that Gainsight can probably use the taxonomy concept it has with reports and extend that to playbooks. As the number of playbooks grow, the visual pollution increases and it becomes difficult to navigate to the proper one outside of starting to use clunky namespaces.
CTAs viewed in Kanban board?Workaround Available
We only recently licensed Gainsight. Prior to that for some of our larger customers we're using the project view(s) of Github to track CTAs. So essentially a CTA was an issue and then it would flow into one of the swim lanes (in our case - TODO, In Progress, Pending, and Complete). Being able to swim lane CTAs (as opposed to seeing purely a list of all non-closed ones) may be a better UX to understand where things are (although I'd probably change the swim lanes .. as well as have visual cues for priority and if it's overdue, etc.)
Organize rules similar to how reports are now organizedUnder Consideration
The recent addition of organizing reports is a great start; however, rules still potentially suffer from visual pollution (especially as one gets to dozens or hundreds of rules). While the filtering capability is good, the ability to organize in a taxonomy similar to reports would be welcome (or tags or some other methods). Right now most folks just use sloppy namespacing.
RFE: Cross Account Cohort Tracking (like the GS Success Express Workshop)Under Consideration
I'm sure most of us have been through the Success Express Workshop. When there, there were probably 10 to 15 folks (Contacts) representing 5 Accounts. Our company has some similar types of events such as Training events or what not which may be cross-account. Modeling this in GS as it exists is quite burdensome. Closest things I've been able to do are to create an MDA representing (for example) Training and load the events in that manner. With a schema something like: event_id event_location event_datetime account_id account_name contact_id contact_name contact_email The reason one would desire something like this is then we could track the cohort appropriately. Target them with outreaches and surveys. Watch their enablement over time. Etc.
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