November 2017: 5.10 Release
- Gantt chart in Success Plans is enhanced: Gantt charts in Success Plans can now be viewed on a daily, weekly, and monthly basis. Also, the Due Date and Owner fields are now editable.
- Navigate to C360/R360 > Success Plans.
- Click GANTT CHART. You can view the daily, weekly, and monthly details of all the objectives listed in the OBJECTIVES tab against the planned schedule in the bar chart.
You can also edit the Owner and Due Date fields in the Gantt chart view (for both Objectives and Tasks). To change the owner, click on the icon and search for the required owner. To change the due date, click on the icon and select the required due date.
- Token mapping in email assist (in body and subject) is clearer: In Email Assist, unmapped tokens are depicted in red, and mapped tokens are depicted in grey.
Note: When you map a token which does not have an associated value, and preview the email, the token is still depicted in red.
- Contacts sync is enabled while syncing Gainsight tasks to Salesforce tasks: Contacts are now synced while syncing Gainsight tasks to Salesforce tasks. If a contact is linked to a Gainsight task or CTA, then while syncing the task to SFDC, the contact is also synced to SFDC in the SFDC Task's 'Name' field. The sync behaviour differs when multiple contacts are enabled versus when multiple contacts are NOT enabled in Salesforce ([Setup > Activity Settings > select the Allow Users to Relate Multiple Contacts to Tasks and Events check box]).
When the multiple contacts option is NOT enabled in Salesforce:
- While syncing, the system checks if there is a contact associated with a task and syncs that contact to SFDC. If not, the contacts associated with the CTA are synced. This behavior is honored for subsequent changes as well.
- If the Gainsight Task has three associated contacts (for example), the Salesforce Task will have only one contact (the latest contact).
- If the Salesforce Task's WhoId is changed, then in the Gainsight Task the contact will only be appended.
- If the Salesforce Task's WhoId is removed, the Gainsight Task will not change, but if it is synced back to the Salesforce Task, the latest contact is set as WhoId in the Salesforce Task.
When the multiple contacts option is enabled in Salesforce:
- If the Gainsight Task has three associated contacts (for example), the Salesforce Task will also have three contacts. If the primary contact is changed in the Salesforce task, and it is not available in the Gainsight task's contacts list, then it is synced back to the Gainsight task. If any secondary contact is added or deleted in the Salesforce task, the same will not be reflected in the Gainsight task. But, if additional contacts are added to the Gainsight task, then the Salesforce task's contacts list is appended.
- Linked objects now have a direct SFDC record hyperlink: SFDC objects linked to various CTA types now have a hyperlink in the Cockpit detail view pane, which navigates you to the SFDC record page. For more information on configuring CTA linked objects, see the Configure CTA Linked Objects article.
Also, in CTA detail view > Customers/Relationship tab, a hyperlink is added which navigates you to the corresponding SFDC Account page.
Link to SFDC record page:
- Navigate to Cockpit > List.
- Open a CTA containing a linked object in detail view.
- Click the linked object tab. A hyperlink is displayed which navigates you to the Salesforce record for the associated linked object.
- Click the hyperlink. The SFDC record page for the corresponding linked object is displayed.
Link to SFDC Account page:
- Navigate to Cockpit > List.
- Open a CTA in detail view.
- Click the CUSTOMER/RELATIONSHIP tab. A hyperlink is displayed which navigates you to the corresponding Salesforce Account page.
- Click the hyperlink. The corresponding SFDC Account page is displayed.
Note: The behavior for this enhancement is the same for Account or Relationship CTAs.
- Success Plans can now be shared (as a link) with Contacts & Users:
- Share a plan independently: CSMs can now share read-only Success Plans as a link with an internal user or to external contacts via email. Use this option to share an individual Success Plan. The Success Plan must be configured for sharing by the admin, with optional security settings. In C360 > Success Plan section > Under the three dots, an option is added which enables you to share a Success Plan. Once you click the Share Plan option, the Success Plan Export Configuration pane is displayed.
For information on how to configure a Success Plan for sharing (admin), see the Configure Success Plan for Sharing article.
For information on how to share the Success Plan (CSM/User), see the Share Success Plan article.
- Share a plan as a section in External 360: A Success Plan section can now be added in External 360 as well. Use this option to share multiple Success Plans at a time. See the Configure Shared 360 article for more information.
- Success Plan owner can now be added as a token in the (Objective) Owner field in the Success Plan template: Admins can now add the Success Plan Owner (SP Owner) by searching for the dynamic objective owner in the Success Plan template.
- Navigate to Administration > Workflow > Success Plans > Success Plan Template.
- Click +OBJECTIVE.
In the Owner field, you can type in the SP Owner field, and the actual name will be dynamically replaced when the template is applied to a Success Plan.
- The “Description” field label is now editable in Success Plan info: Admins can now edit the Description field label name while configuring a Success Plan.
- Navigate to Administration > Workflow > Success Plans.
- Edit a Success Plan in the Success Plan Type section by clicking the Edit icon.
- In the Details section, click the Configuration icon corresponding to the Success Plan → Description field. The Search Configuration pane is displayed.
- Enter the new description field label name in the Field label field. Click SAVE.
- Navigate to the C360 section where the Success Plan is added. The edited field label for description is displayed.
- Custom fields in Success Plan can now be populated through Bionic Rules: Admins can now add custom fields while configuring a Success Plan through Bionic Rules. While using the “Success Plan” action type to create a Success Plan, you can now add other fields (configured in the Success Plan type layout) and map them to a custom field.
Note: This enhancement is only available in bionic rules and NOT custom rules.
- CTA type limit is increased to 20 per entity/account: Admins can now create a maximum of 20 CTA types per entity. To add a new CTA type, navigate to Administration > Calls to Action > Call to action type and click +TYPE.
Note: For Global CTAs, you can add 15 CTA types, apart from the five pre-configured Gainsight CTA types.
September 2017: 5.9 Release
- Bounced Emails information in Task detail view: Navigate to Cockpit > Task Detail View. When the Emails are sent from an Email task bounce, the count of Hard Bounced Emails and Soft Bounced Emails is now displayed.
- Add multiple recipients in Email task: Navigate to Cockpit > Email task > Task Detail View. Click Validate Email in the task detail view of an Email task. The following options are now added in the Edit Email dialog box:
- Add multiple recipients: You can now add multiple recipients in the ‘To’ section. Search option is provided to search and add the recipients.
Note: When multiple recipients are added, the Email can be sent to all the recipients only after previewing the Email for each recipient.
- Send separate Emails to multiple contacts: Select this option to send separate emails to individual recipients specified in the ‘To’ section. If this option is not selected, a common Email is sent to all recipients. Only separate Emails can be sent, if the Email template contains:
- Contact/User object tokens
- Report with Contact object filters
- Display From and Reply-To addresses: From and Reply-To addresses are now displayed. By default, these addresses are the logged-in user’s Email address. You can modify the From address. Select from the drop-down options that are populated based on the configuration set in Administration > Calls to Action > General Settings > Account/Relationship.
- Add Reply-To in Bcc: Select this option to add ‘Reply-To’ Email in Bcc.
- Gainsight Recommended CTAs list view in Cockpit: Navigate to Cockpit > List. To make Cockpit more manageable and provide the end users a clear starting point, Gainsight introduces the ‘Gainsight Recommended CTAs’ list view in Cockpit. This comprises a list of CTAs recommended by Gainsight for the CSM to prioritize based on analysis of the following parameters:
- Health Score
- Account ARR/MRR
- Account Renewal Date
- NPS Score
- CTA Due Date
- CTA Priority
- Auto populate recipient while creating Email task: The ability to auto-populate the recipient Email address is now added in Email task. The recipient address is populated based on the source of CTA creation.
- Navigate to Cockpit > List View > Email Task Detail View.
- Click VALIDATE EMAIL. The Edit Email dialog box is displayed.
Consider the following scenarios:
- If the CTA is created manually: The associated contact in the Email Task Detail View > Contact field is populated:
- If a contact is available at task level, this contact is used instead of CTA contact. If not, CTA contact is populated.
- If multiple CTA contacts or task level contacts are available, recently used contact is populated. If Email address is not available for the latest contact, no recipient address is populated.
- If the CTA is created from Rules Engine: The contact selected in Associated Contact field in Administration > Rules Engine > +RULE > Setup Action > Action Type > Call To Action is populated. Refer to the following image:
- Identify the source of closed CTAs for Reports: The ability to identify the source (Manual, Rules, or Mass Edit) from which a CTA is closed is now added. To support this, the ‘Closed Source’ field is added in the CTA object.
- Search option for CTA drop-downs: A search option is now available for all the drop-downs in CTA/Task creation when the available options are greater than or equal to six. Refer to the following image:
- New Sort By and Filter options: Navigate to Cockpit > List View. The following new options are available:
- Sort By: A new option ‘GS Score’ is added to this drop-down list. GS Score is CTA Score based on the analysis of Health Score, Account ARR/MRR, Account Renewal Date, NPS Score, CTA Due Date, and CTA Priority.
- Filters: A new option ‘Gainsight Recommended’ flag is added to filters. This filter is applied by default, when the ‘Gainsight Recommended CTAs’ view is selected.
- Operational Reporting is removed: Operational Reporting sub-tab in Cockpit is now removed. Similar reports are available to import into your org from the Gainsight Vault in the CTAs & Success Plans > CTAs sub-folder.
- Configure associated contacts for Account and Relationship CTAs: Navigate to Administration > Calls to Action > General settings > ACCOUNT/RELATIONSHIP. Admins can now configure lookup fields using search and filter criteria for associated contacts at both account and relationship levels. This helps to fetch the search results more efficiently by narrowing down the number of results in the fetch query. All of the associated contacts configured here can be selected in the Account and Relationship CTA Detail View.
To configure search and filter criteria:
Click the gear icon. The Associate Contacts Search Configuration dialog box is displayed.
- Enter the required information as displayed in the following image:
- Search Fields: By default, Contact name and Email are added to this section. Admin can add:
- Contact object fields
- At least one field mandatorily
- A maximum of four fields
- Contact Object: Available only in Relationship level. Admin can select from the contact object or relationship contact object.
- Account fields: All the accounts fields in the Contact object or Relationship Contact object (at relationship level) are available here.
- Admin can use +FIELDS to add fields to filter criteria.
- Admin can modify the expression as required.
Click SAVE to save the configuration or click CANCEL.
To view the configuration results:
- Navigate to Cockpit.
- Select the required CTA to view CTA detail view.
- Click the edit icon. The Associate Contacts dialog-box is displayed.
- Click +ADD CONTACTS.
Perform search as required. You can now view the results as configured (First Name and Email in this scenario).
- Create Linked Object records from relationship CTAs: Admins can now link CTA types to Salesforce objects for relationship types. This allows Admins to configure CTAs for relationships, collect the related information, and create/update records for the mapped configuration.
To configure linked objects for relationship CTAs:
- Navigate to Administration > Workflow > Call to Action > RELATIONSHIP.
- Scroll down to the Linked Objects section.
- Select the CTA Type in Detail view layout configuration section.
Note: By default, you can view the fields in the Relationship Mapping Attributes group for the selected CTA type, based on the relationship type definition. For more information on configuring CTA linked objects, refer to Configure CTA Linked Objects.
- The fields in Relationship Mapping Attributes are mandatory and not editable.
- If a field already exists in the Relationship type definition and CTA type layout, the relationship type definition takes precedence. This field is visible in the Mapping group in CTA detail view and not in the Linked object group.
- Click SAVE to save the configuration.
Cockpit - CTA detail view:
- The relationship linked object fields are displayed in Default Group and relationship mapping fields are displayed in Relationship Mapping Attributes.
If only one field is mapped, this field is not editable. If multiple fields are mapped, you can select from the available mapped values.
Customize ‘From’ addresses in Email Assist: Navigate to Administration > Calls to Action > ACCOUNT/RELATIONSHIP > General Settings. Admins can now customize the ‘From’ email address in Email tasks. A toggle, Choose ‘From’ email address in email assist, is added in the General Settings section at both the Account and Relationship levels. Refer to the following image:
This enables you to select the ‘From’ address in the Email template from the following options:
- Logged-in User: By default, this option is selected. Admin cannot de-select this option.
- Email Assist Domain Configuration: If this option is selected, the domain(s) configured in Email Configuration is displayed in the consumption area.
To configure any domain:
- Navigate to Administration > Email Configuration > COMPLIANCE.
- Click ADD DOMAIN to add a new domain. For example, GainsightSupport.com. Admins can add multiple domains.
Click SAVE to save the configuration.
Refer to the following image to view the domain name as configured in Email task :
Send Survey through Email task: Navigate to Cockpit > Playbooks > +Task. In Email tasks, Admins can now add a survey Email template. All 2.0 CoPilot Email templates with a survey link are available in Email tasks. The survey response is displayed in the respective task detail view.
Perform the following to configure a Survey Email Template:
In the Email Template drop-down list, select any survey template.
Note: The Map Token icon is displayed soon after you select any email template.
Click the Map Tokens icon as shown in the following image. Add Mapping dialog box is displayed.
Add required fields to ‘To’ and ‘From’ placeholders.
- Click Survey (Button or Link is displayed based on the survey template). Edit Survey Button dialog box is displayed.
- Customize survey details in this dialog box as required.
- Edit the following:
- Button Text: Enter an appropriate label for the Survey button.
- Survey: Select the required survey.
- Language: Select the language from the available options.
- Click UPDATE to update the details of the Survey button or click CANCEL.
- Click MAP to map the tokens or click CANCEL.
- For surveys with associated objects, the link is not established and the associated object mapping is not allowed from playbook.
- Inline survey templates (introduced in the current release) are not supported in Email assist.
Send Report through Email task: Navigate to Cockpit > Playbooks > +Task. In Email tasks, Admins can now add Email templates containing reports. All 2.0 CoPilot Email templates containing reports are available in Email tasks.
Perform the following to configure a Report Email Template:
- In the Email Template drop-down list, select any report template.
- Click the Map Tokens icon. Add Mapping dialog box is displayed.
- Import a report from the available options in the Report placeholder. The respective report is displayed.
Note: Tabular reports are not supported.
- You can also map Filters. Click the Filter icon to add filters:
- Account and contact lookups for Account playbooks
- Account, relationship, contact lookups for relationship playbooks.
Note: Gear and Visualization icons function the same as in Copilot Email templates. For more information, refer to Review Copilot Analytics.
- Click MAP to map the tokens or click CANCEL.
- For both account and relationship email tasks, only the reports with objects that have account lookup field can be added.
- Whenever you preview a report, the current data is displayed.
- Search configuration for Linked Objects: Navigate to Administration > Call To Action > ACCOUNT/RELATIONSHIP. Admins can now configure search and filter criteria for linked objects at both Account and Relationship levels.
To configure search and filter criteria for a linked object:
- Click the gear icon for any linked object. The ‘Selected Linked Object’ Search Configuration dialog box is displayed.
- Enter the required information as displayed in the following image:
- Search Fields: Click +ADD to add fields.
Note: A minimum of one field must be added. The maximum limit is four fields.
- Account fields: By default, Account ID is selected. Admins can edit this field.
- Click +FIELDS to add fields to filter criteria. By default, the Account ID = CTA Account ID filter is mapped. Admins can edit this mapping.
- Admin can modify the expression as required.
- Click SAVE to save the configuration or click CANCEL.
- Navigate to Cockpit > CTA detail view to view the configuration results while performing search.
May 2017: 5.6 Release
1. Cockpit Snooze feature includes Update and Un-snooze options: If Snooze is enabled for CTAs in your org, end users can snooze CTAs in Cockpit when circumstances require it. Navigate to Cockpit > CTA detail view > [click on the Snooze icon]. The snooze function is applied on a CTA when users click on the new Snooze button after Snooze Until and Reason fields are entered.
When Snooze is already applied on a CTA, users can update the Snooze options and deactivate the Snooze function with the new buttons, UPDATE and UN-SNOOZE. Users can now track the previous snooze date in the same dialog.
Note: These enhancements are applicable to both Account and Relationship type CTAs but the basic functionality of the Snooze feature does not change.
2. CTA element Reporting Category name is editable now: Navigate to Administration > Call to Action > Global. Click on the Reporting Categories button in the CTA type, reason, priority, or snooze reason section.
Admins can now edit the reporting category names using the edit (pencil) icon.
3. Cockpit List View displays Next Task Due Date: Next Task Due date is shown beneath the task count in Cockpit list view now. If the next open task is overdue, then Next Task Due date is highlighted in red and CTA due date is not highlighted in orange. When the next open task is overdue, tooltip Overdue is shown.
Note: If a CTA does not have a task or all tasks are closed, next task due date is not shown.
4. Display separate Health Scores for Account and Relationship CTAs for the same Account: Users can see health scores specific to the Account and Relationship level CTAs in the Cockpit list view column. If Scorecards 2.0 are in use, their Health scores are also shown here.
Note: You may experience some delay in loading health score information in the Cockpit list view depending on whether the source data is in SFDC and/or MDA.
5. Email Templates 2.0 can be configured with Email Assist Tasks in Playbooks: Navigate to Cockpit > Playbooks. When users create Email assist tasks in Playbooks, Email Templates 2.0 are now available along with existing Email Templates 1.0 to configure with an Email task. For more information on Email Templates 2.0, refer to Email Templates 2.0 FAQ.
6. Access Timeline from the CTA detail view: Users can access the Timeline Activity from the CTA detail view to log an activity (for that particular account or relationship, and tied to that specific CTA) on the new Timeline sub-tab. The Timeline functionality in the CTA detail view is the same as in C360/R360 > Timeline. Users can create tasks for an activity in the Timeline tab and these tasks are added to the same CTA. For more information on Timeline Activity, refer to Use C360 or R360 Timeline to log Activities.
Information (i) icon in Activity dialog while logging or updating an activity and in the Activity drafts shows the CTA Name and Account / Relationship Type information.
- Tasks created from Cockpit > CTA detail view > Timeline or C360/R360 > Timeline can be edited or deleted from Cockpit only, and they can be read only from C360/R360 > Timeline.
- Timeline is not fully implemented in Widgets. Enhancements are planned for an upcoming release.
7. View, edit, and log activity drafts from Cockpit: A new option is introduced in the top right of the Cockpit view to see activity drafts which were started but not logged in the CTA detail view > Timeline. Users can open an activity draft, edit, and log into CTA detail view > Timeline from here.
1. Deactivated CTA elements no longer appear in other functionality: In Administration > Call to Action, when a CTA type, status, reason, priority, or snooze reason is deactivated from the Account or Relationship level, it will not be available for mapping in other functionalities in Gainsight, such as in the CTA creation form, Rules Engine, etc. This enhancement is shown for a CTA reason below, and it applies to other CTA elements also.
a. Navigate to Administration > Call to Action.
b. If the CTA reason is already mapped to a CTA, users can see it as disabled in the CTA detail view.
c. If users change the CTA reason, the disabled CTA reason will disappear.
2. Configure Objective CTAs to display in C360/R360 > Cockpit section: Navigate to Administration > Call to Action > General Settings. At the Account level, Admins can see a new toggle button Show objectives in C360 Cockpit. By switching this toggle On, users can see objective type CTAs tied to Success Plans in C360 > Cockpit.
At the Relationship level and for any Relationship type, Admins can see a new toggle button Show objectives in R360 Cockpit. By switching this toggle On, users can see objective type CTAs tied to Success Plans in R360 > Cockpit.
3. Option to select Account ID field for associated contacts in CTA configuration: Navigate to Administration > Calls to Action > General Settings. At the Account or Relationship level, Admins can now see a new dropdown list to select an Account lookup field for Associate Contacts. When Admins select an Account lookup field, all the associated contacts from the field can be selected in the Account and Relationship CTA detail view. This enhancement lets the users select the associated contacts applicable only to the specific Account or Relationship in CTA detail view.
4. Custom fields can now be displayed in Playbook tasks: Navigate to Administration > Tasks > Detail view layout configuration. When Admins configure the custom fields in task detail view layout configuration, users can see these custom fields in Cockpit > Playbooks. When these playbooks are applied to a CTA, users can see the custom fields in Cockpit > Task detail view. These fields can also be synced to SFDC tasks if syncing is enabled.
With this enhancement, Admins can add custom fields to the Playbook tasks. Custom fields in the tasks are used to give task specific extra information to the CSMs and allow CSMs to enter information required to standardize task level reporting.
a. Navigate to Administration > Tasks > Detail view layout configuration and add custom fields.
b. Navigate to Cockpit > Playbooks. Users can see new custom fields in the task detail view.
c. Navigate to Cockpit > List. Following image shows the tasks applied from a Playbook to the CTA. Users can see the custom fields in the task detail view.
5. Email Assist tasks are tracked as Timeline Activities: Emails sent from Email Assist tasks can be tracked as an activity for the Account or Relationship CTAs. To enable this setting:
a. Navigate to Administration > Calls to Action > General Settings at the Account or Relationship level.
b. Switch the toggle Automatically track email assist emails in timeline On.
Users can now see activities on email communications in CTA detail view > Timeline.
6. Configure a default CTA Type: Navigate to Administration > Call to Action > Call to action type. Admins can now select a default CTA type. When users assign tasks in C360/R360 > Timeline, a new CTA is created for these tasks with the default CTA type. To create tasks in a CTA from the Timeline feature, it is recommended to set the default CTA type to Activity. Admins can always change the default CTA type as required.
February 2017: 5.5 Release
IMPORTANT: Enhancements in this section are applicable to all customers regardless of whether you use Relationships or not, unless specified otherwise.
- Mark CTA types as Active/Inactive: Navigate to Administration > Calls to Action page. New Active option is added in the Call to action type section. When you select the checkbox, the specific CTA type will be available in the Cockpit while adding a CTA.
Note: The Active checkbox is disabled for the CTA types Risk and Objective.
- Re-order display of CTA elements: A new option to re-order CTA elements is introduced in Administration > Calls to Action page. This option is available in CTA type, reason, status, priority and snooze reason sections. End-users see the display order of the elements when they add/edit a CTA in the Cockpit.
For the customers who enable Relationships, at the Account and Relationship levels, Admins can re-order the local CTA elements only. Global CTA elements are freezed after the local CTA elements. When the end-users add/edit a CTA in the Cockpit, Account or Relationship level CTA elements display first, followed by Global CTA elements.
- Assign a plural label manually to the CTA type during CTA configuration. Plural Labels are the labels you assign to CTA types that appear in the Cockpit as a list view header when the CTAs are sorted by type. You can edit the CTA type plural labels in the Call to action type section. The following image shows the plural label in the Call to action type section at Administration > Calls to Action page.
The following image shows the plural label in the Cockpit:
- Configure CTA reason, priority, status, and snooze reason for a specific CTA type and ‘All’ CTA types: Navigate to Administration > Calls to Action. Admins can add a CTA reason, priority, status, and snooze reason specific to the CTA type and for ‘All’ CTA types. Depending on the configuration, each CTA type can have a different set of CTA elements. Use the Select CTA Type list box to select ‘All’ or a specific CTA type and see the list of associated CTA elements.
- New CTA reporting categories for reporting across Relationship types: Reporting categories are introduced to enable reporting on CTA elements across Relationship types. CTA type, priority, reason, status, or snooze reason may each have different reporting categories. When Admins create a new CTA element at Administration > Calls to Action, it can be mapped to a common CTA element category. For example, if you have multiple Risk CTA types across Relationship types, you can create a report with just 1 condition CTA Type reporting category = 'Risk.' You can add or delete the specific CTA element reporting categories using the Reporting Categories button at Administration > Calls to Action page.
- If the specific CTA reporting category is mapped to any CTA element which is used in the Cockpit, it cannot be deleted from the CTA configuration at Administration > Calls to Action.
- Using Reporting Categories button, you cannot add or delete a CTA status reporting category. This button in the CTA status section is provided just to view the default reporting categories.
- For customers who enable Relationships, the Reporting Categories button is available at Administration > Calls to Action > Global page.
More fields are available to display in the Cockpit list view. Admins can configure the two list view columns in the Cockpit at Administration > Calls to Action. More list view fields are added now along with existing currency, number, and date type fields.
Layout of the List view field configuration section is changed. Admins can add the fields with +ADD button instead of Add and Remove buttons. The same list view fields are visible in the CS360 and R360 > Cockpit section.
Note: Selected list view fields in this section will replace the default fields ASV and Renewal Date.
Add linked objects to the specific CTA types: Navigate to Administration > Calls to Action to see Linked Objects configuration as a separate section now. Admins can configure linked objects for specific CTA types. Users can see the linked objects specific to the CTA type in the CTA detail view in the Cockpit.
For customers who enable Relationships, Admins can configure the linked objects for global CTA type at the Global level, and for the local CTA type at the Account or Relationship levels.
Auto Sync Tasks to SFDC toggle button is moved. The Auto Sync Tasks to SFDC toggle button is now available under Administration > Calls to Action > General settings. (Previously, it was under Administration > Tasks.)
For customers who enable Relationships, this toggle button is available under Administration > Calls to Action > General settings at the Account and Relationship levels.
- Improved Filter options in the Cockpit List View. In Cockpit, end users can see seven default filters in the filtering options: Assignee, Snoozed, Status Report, Flagged, Priority, Reason, and CTA Type. These filters can be deleted and new filters can be applied. Depending on the filters applied, associated CTAs are displayed in the Cockpit list view.
Advanced filter components available previously are integrated with the new filters. Filters and List view columns are separated by two different tabs.
For customers who enable Relationships, when the filters for CTA priority, reason, and type are applied, users can see the categories distributed by Global, Account and Relationship type.
The List View Columns section available previously in the Filters dialog is now a separate tab. Users can configure the CTA list view columns here with the available fields. The list view fields can be different for different list views. In the COLUMNS tab, click +ADD to add up to two fields.
Note: The ASV and Renewal Date fields are the default list view columns configured at Administration > Calls to Action, but your Admin can change this. In the Cockpit list view filters, the existing list view fields will be replaced with the selected fields.
- Quickly add multiple CTAs and tasks with SAVE AND NEW option: This option is in the Add CTA and Add task dialog at Cockpit > List. This option will save a CTA or task and open another dialog to add another item.
Option to delete a linked object is removed from the CTA detail view. Navigate to Cockpit > List. In CTA Detail View > linked objects, the option (Trash icon) to delete the linked object from the CTA is removed.
Deprecation Notice for Cockpit > Reports page: The Cockpit > Reports page will be deprecated in 6 months from now. Pre-built dashboards will be provided on the Gainsight Home page instead.
Cockpit Configuration for Customers Using Relationships in Gainsight
IMPORTANT: Enhancements in this section are only applicable to customers who are using Relationships in Gainsight.
Entity: the Account or Relationship of a customer who enables Relationships.
Scope: the level of the CTA element, which is either Global (available in both Accounts and Relationships); or Local, meaning the elements are only available at the Account or Relationship level.
- Federated Customer Management: Distributed CTA configuration is available on the Administration > Calls to Action page. This enables customers to perform CTA configurations specific to the Account or Relationship type. Depending on the configurations, end users can see the CTA elements specific to the Account or Relationship type while creating or editing the CTAs in the Cockpit. Three new tabs Global, Account, and Relationship are introduced at Administration > Calls to Action.
- Global: Default CTA configuration for new customers is created at the Global level. Global configurations are applicable to both Accounts and Relationships. Your existing CTA configurations are migrated to the Global level. You can edit or delete the Global CTA elements at the Global level only.
- Account: Configure Calls to Action settings at the Account level. Global configuration options are also available at the Account level but cannot be edited or deleted. Depending on the configurations at this level, end users will see Global and Local CTA elements specific to Account in Cockpit and Rules engine.
- Relationship: Configure Calls to Action settings at the Relationship level for each of your Relationship types. Global configuration options are also available at the Relationship level but cannot be edited or deleted. Depending on the configurations at this level, end users will see Global and Local CTA elements specific to Relationship type in Cockpit and Rules engine.
For more information, refer to Federated Customer Management.
Note: Customers who have not enabled Relationships will not see these three tabs.
- Mark CTA types as Active/Inactive: On the Administration > Calls to Action page, a new Active option is added in the Call to action type section at the Global, Account and Relationship levels. When you select the Active checkbox at the Global level, the specific CTA type appears at the Account and Relationship levels. When you select the checkbox at the Account or Relationship level, the specific CTA type will be available in the Cockpit while adding either an Account or Relationship CTA.
Note: The Active checkbox is disabled for the global CTA types Risk and Objective at the Global, Account and Relationship levels.
- Map Milestones to CTA types at every level: On the Administration > Calls to action page, when you add a CTA type at the Global level, Global type milestones are available to map to the CTA type. When you add a CTA type at the Account or Relationship level, Account or Relationship type and Global milestones are available to map to the CTA type.
- Add Relationship fields to the Cockpit list view: Admins can configure the two list view columns visible in the Cockpit at Administration > Calls to Action > Global. Relationship fields are newly added to the list of options. The same list view fields are visible in the CS360 and R360 > Cockpit section for a specific account or relationship.
- General settings are available now at the Account and Relationship levels under Administration > Calls to action. General settings section has Snooze and Associate contacts toggle buttons and Make chatter posts for CTAs list box. Depending on the configuration, users can see these options in the CTA detail view in the Cockpit.
- Global and Local CTA options in the Mass edit feature: In the Administration > Mass Edit filters, when you select Entity type filter, Admins will see Account and Relationship. In the Relationship type filter, Admins will see the available Relationship types. In the CTA type filter, CTA types categorized as Global, Account, and Relationship types are available. Based on the combination of these filters, Status, Priority, Reason, Reassign Ownership and Delete actions are available to make mass changes to the CTA elements.
- Display order change for the Account and Relationship names in the Cockpit list view: Below the Relationship CTA name, users can see Account name > Relationship name.