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Hi @cjacksonfe , Based on my understanding regarding your post, we can do this with our existing product design a process wherein a user has to click to initiate  -- Feature 1 can be created then enter some text in this box --  Feature 2 can be created then click another option -- Feature 3 - can be created then click submit -- Feature 4 can be created All these features once created on product mapper then they can be configured on the funnel to check to which step the user has reached. A short video recording which may help you: (Total Video Runtime 1:58 sec) https://share.vidyard.com/watch/8EHyeHi9vbp9SwgjG6bXUD?   Please correct me and share your thoughts if my understanding of your post was somet

Hi @alb ,   Except for the number type fields, rest all fields support pasting multiple unique values at once. However, you cannot copy them from PX UI, you can have the values in CSV format, and paste them at once in all the required segment rules   Here is the small video https://share.vidyard.com/watch/B4RJDg66rwYNcqBZ2V326V?     Thanks Dileep Nalla

Hi @adamrz, Thank you for bringing this up, I second your thoughts on alerting the user upon change in the feature which was being used in active engagement.   cc @angelo / @mickey  https://share.vidyard.com/watch/YEKLSTbsm3hgaDpga1dBzd? Thanks, Dileep Nalla

This reply was created from a merged topic originally titled [Enhancement Request] Pop up the timeline field while sending email assist task. When our CSMs send an email through a CTA (email template built in Co-pilot), this email automatically is logged in the client's timeline. While this email is marked as originating from a CTA, there is no way to add the activity subtype when validating the email before sending. The activity sub-types help us in understanding the theme of work the CSM is working on and is included as an option to note when manually creating a timeline event. We've given our CSMs the workaround to go back and edit the email to add the activity subtype. Is there any way this field can be added to "validate email" pop up so that CSMs don't have to remember t

Hey @sarahmasterton-brown, here’s the link to the webinar. Big thank you again to @jessicadaniels for joining us!  

Recording : 

Hello @AlexAtAD -- wanted to link you to the event post for today’s (already given) session on the coming Horizon Analytics report engine that will replace current reports & dashboards. I’ll make sure that you get a link to the recorded session when we post it after answering questions from the chat that were left over at the end of the session, etc., but the post includes a link to the earlier top-level demo of Horizons Analytics that will give you a good overview, and then the recording of today’s session, when available, will really give you the deep dive into what it means for Admins.https://gainsight.hubs.vidyard.com/watch/Ca6C96URpYZgpotXVutLgAThanks for joining - see you next week I’m sure! 

Hello, I am fairly new to Community and InSided and I find this experience as a user very confusing. I recoded a video hoping that InSided can take in this feedback and provide a Control setting for Community Managers to setup the default as “newest first” for all members and allow them to change this settings if they wish. This would ensure that new posts on long threads are not ommited.  

Hi @leslietou, Thank you for taking the time on posting your ideas on the Gainsight Community. Can you please confirm if your ask is related to the below use case? Use case:  Assume I have a search bar, where my users come and give inputs of keywords to search the relevant documents, upon which I should be able to track the most used keywords that are typed inside the search bar. You are looking this to happen without developer intervention to use custom events   Video of the use case: https://share.vidyard.com/watch/PLbMNekocgA9yuy2KLBYCW?     Thanks Dileep Nalla cc @angelo and @mickey         

+1.We can move towards to Right side, but not to the Left side on any field in CTA Section. Hey! I was checking out the new view on GS, and noticed that adjusting columns is difficult. You can’t shrink them to the size you want, and you can’t expand columns without having the columns to the right be pushed farther out of view. See video for reference.    https://share.vidyard.com/watch/DoPZ74CDXGJuoND5qkcnGP?   Ex: 

Hi JAM, Today while working on one of the customer request, I found that you can apply a playbook to a CTA by a rule(if not applied). Based on the identifiers used in the CTA action, CTAs are up-serted (Type and Reason are default identifiers). If there is an existing CTA that matches the identifiers, then it is updated. While updating: Priority is updated if the new Priority is higher than the existing CTA's priority. Chatter/Comments are updated based on the "Post update to chatter and/or comments" flag. If existing CTA does not have a playbook and the new CTA has a playbook, then the playbook will be applied. I used the above trick and made the CTA name as identifier along with (Type and Reason as default identifier) and playbook got applied. Here is a demo I did- 

Check out the screenshot. On the “Contacts” section of the C360, there is some extra white space at the bottom of the contacts which makes it seem like it is the end of the available contacts. There should be a box around this, or one of those subtle fade-outs, to indicate that you can scroll (the scroller only shows up after you start scrolling).    Example of my first experience with this: https://share.vidyard.com/watch/aWgGWYDRPZ6f1sFSoRhSgj?      @gunjanm fyi @dan_ahrens any insight on this and its impact from the Horizon Experience r

Check out the screenshot. On the “Contacts” section of the C360, there is some extra white space at the bottom of the contacts which makes it seem like it is the end of the available contacts. There should be a box around this, or one of those subtle fade-outs, to indicate that you can scroll (the scroller only shows up after you start scrolling).  Example of my first experience with this: https://share.vidyard.com/watch/aWgGWYDRPZ6f1sFSoRhSgj?   @gunjanm fyi

I would add Vidyard to the video recording tools! www.vidyard.com/govideo Proud alumnus and avid user of the free extension.

Thanks for pointing that out! Not sure what happened there, but try this: https://embed.vidyard.com/share/KyqdvfkULnqaAC5zBW6KPU?

Hi all! Our PM, @arunabhat, would love feedback from the Council regarding Nucleus Spaces. Some of you may remember this from our Pulse keynote last year! To summarize, Spaces (a.k.a Customer Portal/Nucleus Spaces) is a sharing and collaboration digital workspace that gives customers a full 360 of their relationship with the vendor, among other things. It is the next step in the evolution of our existing capabilities such as Share 360, Success Plan Sharing, etc. but instead of having multiple disconnected experiences, customers will be able to access the information in a collaborative space with the vendor in Spaces. Spaces can be a standalone portal or can be integrated with Nucleus. Components of Nucleus Spaces include:Customer Dashboard Customer Journey Goals and metrics Success Pl

This is a little misleading, don’t you think? And maybe a tad disrespectful to the admin community?https://play.vidyard.com/u6fyxqMEHyFKTZ8KgRLDzb.jpg? 

I've watched the following webinars... http://play.vidyard.com/Q8zcfb8ZStvZcsGQRLxC8g http://play.vidyard.com/chNMfaXrWC8JDk1AFcyymA and clicked through much of the documentation here... and I still can't find an answer to a relatively simple question: In Journey Orchestrator, when creating a new Program, what is the difference between Type Account and Type User?

Hi Team, I have been told that this is a Product limitation and would be considered as a future enhancement, thus raising this request. The issue here is that that we are not able to access AO failed participant object field in the filter. Check out this video: https://embed.vidyard.com/share/K9qw8AdxG6XMNrwZxaoSz6? Thanks ~S

In Engagements (using Guide) I set up a Dialog with the format I would like to use. I usually clone the Dialog to use on subsequent Dialogs. If I select the text it reverts to the old formatting prior to my custom font/colors. My work around is to Select part of the text, type my new text in and remove the old text. Is there a better way to edit text? Attached is a short video - PX Text Edit

Hey! I was checking out the new view on GS, and noticed that adjusting columns is difficult. You can’t shrink them to the size you want, and you can’t expand columns without having the columns to the right be pushed farther out of view. See video for reference.  https://share.vidyard.com/watch/DoPZ74CDXGJuoND5qkcnGP? 

Currently, we are not able to filter out the users/accounts based on the Salesforce Contact ID/Account ID, even though it is a standard attribute.Even after exporting the Accounts/Audience, we are still not able to get the data of SFDC ID value. Can we make it possible to filter out the data by using the SFDC ID.Here is the video,https://share.vidyard.com/watch/PRooCgt5E2FnTQMWUS9YK6?   

This one is a little tricky to verbally explain so I’ve recorded a video.The gist is that:Once you schedule it, the user should remain on the Data Design, as opposed to moving to the list view.  It should not require a re-run which starts automatically; rather, it should provide a prompt with the option to re-run. Thanks!

A user sent me this video asking if she should be expected for this button not to work for her: https://share.vidyard.com/watch/Q4cHHc8FAnkKmrFB42F3DuAs she does not have Report Builder access, I wish she did not have to even ask this question - let’s remove the button. If there is an existing ability to do so that I am missing, please advise. 

Since the max records allowed on a table in Sally is 200, it would be fantastic if it defaulted to 200 while creating as opposed to defaulting to 1000...watch this video for a quick overview: https://share.vidyard.com/watch/hgu3FB56barrbfgHry3ZXy?