Topics in Gainsight 1970-01-01T00:00:00Z 4651 1394 2490 520 0 440 7796236 CTA should open if related Task is open 2018-09-25T00:49:10Z 2018-09-24T17:07:40Z Naomi James naomi_james Currently, when a CTA with open related tasks is closed, Gainsight prompts the user to indicate if they would like to mark them as 'Declined'.&nbsp; The user can then agree, and decline all open tasks, or cancel and mark them as complete as needed.&nbsp; We would like this same functionality if a task is opened under a closed CTA.&nbsp; So, if the CTA is closed, and the user goes in and either adds a new task or re-opens a declined task, the CTA should get a similar notification.&nbsp; The notification should let them know the CTA will be re-opened and they could accept (and re-open the CTA) or cancel (and create the task somewhere else).&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Our problem right now is that our CSMs are going in and closing a CTA, declining the tasks below it, and then re-opening the tasks they still have to do.&nbsp; This means that the CTA/Tasks do not show up on the Cockpit because the CTA is closed. So, they lose sight of the items that they need to complete.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />We are working on some rules to combat this right now, but the ideal situation is that the user would get a pop-up notification, so they understand why their CTA is re-opening. <br alt="" name="" rel="" target="" title="" type="" value="" /> problem 1 2 1 comment 7787736 Owner Field not populating in CTA creation 2018-09-24T23:49:41Z 2018-09-04T17:55:32Z Diana Luo diana_luo Hello, I am trying to create a rule by merging the GS Relationship and Timeline. I've pulled in the CSM ID, CSM Name, and Author ID fields, but nothing is appearing under the Owner Field section in the Merge. They're visible under the Criteria section though. Could someone clarify expected behavior? Thanks! question shout_out_worthy shout_out_worthy active 5 5 1 comment 7795364 I created a way to quickly reference large rule tasks 2018-09-24T22:12:18Z 2018-09-21T21:02:18Z Scotty scotty_loewen I made some large rules and had trouble figuring out where I was in troubleshooting and which merges I needed. So I write my rules this way:<br /><br /><img src="" title="Image:" /><br /><br />I have to do a little guessing on which letter layer the rule is going to end up at, but this has sped up my workflow in a major way. The troubleshooting UI improvement I would ask for is this to happen automatically, or color code the tasks with their tree (first task is red in the task list, the map position of the task is the same).&nbsp;<br /><br />For picking my merges that doesn't really help, there I would want some representation of which layer the data is at.&nbsp; idea 3 4 2 comment 7796202 Within Survey Participant object, create Advanced Outreach Participant ID as an ID field 2018-09-24T21:41:10Z 2018-09-24T16:04:04Z Alex LeGay alex_legay Within the SF object Survey Participant, Advanced Outreach Participant ID is a text field instead of an ID.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />I was working with a customer who was trying to join Participant ID from AO participants(Number,MDA) to&nbsp;Advanced Outreach Participant ID(text,SFDC). This is preventing a join between the two fields within rules.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />The only workaround we can think of is<br alt="" name="" rel="" target="" title="" type="" value="" />- Create a Number field in Survey Participant object<br alt="" name="" rel="" target="" title="" type="" value="" />- Populate all the data from AO participant ID (Text field in Survey participant) into this Number field<br alt="" name="" rel="" target="" title="" type="" value="" />- Use this Number field in the Rules to map with the other Number field from AO Participants object<br /><br />This would need to be done via some sort of SF process and not the rules engine. idea 2 3 2 comment 7795369 "Do Not Contact" list in Journey Orchestrator 2018-09-24T20:19:37Z 2018-09-21T21:15:33Z James Whitehead james_whitehead_1f33upkntz0m Good Afternoon-<br /><br />I know I saw this last week but I cannot find the feature:<br /><br />We are working with Outreaches in Journey Orchestrator and we want to upload a .csv of domains on our "Do Not Contact" list as a filter that is run before each send for a specific Outreach.<br /><br />Where can I find this functionality?&nbsp; I am still looking through Journey Orchestrator in 'Outreaches', 'Powerlists' and 'Templates' to no avail.<br /><br />Thanks!<br /><br />-Jim question pending 3 2 1 comment 7794455 C360 Search Feature (account type) 2018-09-24T20:18:05Z 2018-09-19T19:07:57Z Bill Davis bill_davis_bzrx7vh78we89 When you search for an account in C360 you put the Account Name in.&nbsp; We all know that. Well, in our case the same Customer may have multiple relationships with us.<br /><br />They could be a Partner, and OEM, and a Reseller.&nbsp; In that case their name would appear in C360 Search 3 times since there are 3 account records, one for each account type.<br /><br />Is it possible to add the Account Type to the return?<br /><br />Say I am searching for ABC Inc.<br /><br />Today I see<br /><br />ABC Inc.<br />ABC Inc.<br />ABC Inc.<br /><br />And it is a crap shoot on which one I want.<br /><br />I would like to see<br /><br />ABC Inc, (OEM)<br />ABC Inc. (Reseller)<br />ABC Inc. (Partner)<br /><br />Is this possible? question 2 2 1 comment 7794413 Add "Share" button to CTAs 2018-09-24T20:12:33Z 2018-09-19T17:31:17Z Perry Rogers perry_rogers_4jp1ebmdeylel We would like to have a button within the CTA to copy a deep link to the CTA itself. Right now the only way to get a link to the CTA is to copy it off of a report in some other location. Within the cockpit, there is no way to get a link to the CTA to share only the specific CTA with other team members or anyone else.&nbsp; idea 1 4 1 comment 7795339 Unique Criteria and Failed Participants in Programs 2018-09-24T19:46:33Z 2018-09-21T19:45:39Z Dale Parent dale_parent I'm running a basic email chain program to provide monthly notifications to a subset of our clients, approx 100.&nbsp; Our goal is to send only one email to a single contact for each client so we're using an account number field as unique criteria.&nbsp; About 40% fail out for various reasons so in those cases no notification will be sent without some time consuming intervention.&nbsp; Ideally I would like the program to keep iterating through contacts on each account until it finds one that won't fail out.&nbsp; I haven't come up with a graceful way to accomplish this yet.&nbsp; Has anyone else encountered this challenge?&nbsp; Appreciate your suggestions, thanks! question 4 3 1 comment 7775461 Add "click rate" and "open rate" as fields in reporting 2018-09-24T19:39:42Z 2018-08-08T22:08:26Z Sudhakar Ravuri sudhakar_ravuri Customer wants to have click rate and open rate as out of the box fields in Co-Pilot as these are standard rates companies use to determine the success of campaigns.<br alt="" name="" rel="" target="" title="" type="" value="" /> idea 1 7 7 comment 7674063 Adding field type, like multipicklist option, to the Timeline "+field" dropdown 2018-09-24T17:56:59Z 2018-01-24T11:13:41Z Sai Ram Pulluri sai_ram_pulluri &lt;Customer Request&gt; Any idea on if we're going to support a multipicklist option?&nbsp; idea pending 7 11 11 comment 7470778 Tagging timeline activities 2018-09-24T17:50:56Z 2017-03-06T22:42:23Z Melissa Terrell melissa_terrell Our team would like the ability to tag Timeline activities in order to sort/segment easier. &nbsp;For example, for meetings, they would like to tag with "on-site" or "remote". &nbsp;<br /><br />Another use case is using tags to surface very important activities such as a phone call with a high ranking executive. &nbsp;A tag of "Exec" would allow for easier sorting but the CSM and their Directors. &nbsp; <br /><br />I anticipate heavy use of this feature and the ability to tag for easier sorting of key activities would be lovely!&nbsp; idea pending 6 11 11 comment 7732877 What are the differences between syncing Timeline activity to SFDC tasks vs events 2018-09-24T17:45:13Z 2018-05-09T13:02:47Z Jen Molitor jen_molitor What are the pros/cons of syncing timeline activity to SFDC tasks vs events? Is there a recommended best practice for where to sync?&nbsp; question documentation_completed documentation_completed, documentation_requested complete 2 6 1 comment 7790904 Awesome Pulse Europe Discounted & Free Ticket Opportunities! 2018-09-24T17:17:21Z 2018-09-10T22:33:30Z Lila Meyer lmeyer_gainsightcom Gainsight Community members are some of the most passionate people in customer success. As a token of our appreciation, you have access to an exclusive <b>50% off discount</b> to attend <b>Pulse Europe</b>. This discount is only available to our Gainsight Community members. The code does not expire, however, prices will go up on&nbsp;September 15th,&nbsp;so act now to get the best possible deal! <br /><br />Your code is also good on Pulse Academy courses, including Gainsight Product Enablement. 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(If you've already purchased your ticket, you can still participate in the contest, and get a refund.)<br /><br />Good luck, and keep an eye out here for more opportunities to win discounted tickets to our US Pulse event in May 2019! update 2 3 4 comment 7796233 360 page should show product features related layouts named defined 2018-09-24T16:59:01Z 2018-09-24T16:59:01Z Hardik Mota hardik_mota One of my customer named (Ajit Shukla) from BMC software company is looking for customized C360 page, where product features should show per the layout associated to the accounts. <br /><br />Here's the use case:&nbsp;<br />Go to Administration -&gt;Product Features -&gt; You will see Feature names as (RF and RoD). We have two c360 Layouts (RF Layout &amp; RoD Layout). When we click edit attributes, They want RoD features to show only on RoD Layout and RF features to show only on RF Layout. idea 0 1 1 create 7796230 This Week & Last Week Report Filters 2018-09-24T16:53:03Z 2018-09-24T16:53:03Z Kate Green kate_dehnel How does the date filter Last Week or This Week work in reporting?&nbsp; Is it Monday - Sunday?&nbsp; Or Sunday - Saturday?&nbsp; And does it use the time zone configured for the organization or for the individual user? question 0 3 1 create