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Currently, exclusion rules are not supported for Gainsight PX Engagements, and as a result, it is recommended that when seeking to exclude a specific audience, we do so at the user or account level, however, this can become quite messy and tedious to maintain when seeking to exclude a large audience. 

Use Case: Generate biannual NPS Survey targeting 25% of users, and exclude respondents from selected engagement(s) (e.g. previous 2 NPS engagements).

  • We’d like to accomplish this via exclusion rules, but in the absence of exclusionary rule criteria, we would instead need to restrict the audience by manually entering the email address of each respondent of the previous surveys. As noted above, this is a pain to maintain and in addition to being inefficient, presents unnecessary risk of user error/error in transcription. 

Hi @Molly.McQ , this can be achieved today. In your audience rules please add an In-App engagement rule like the following:

Your use-case in other words can be interpreted as - “Show the engagement only to those users, who have not completed my previous engagement (NPS in this case)”.

Illustration:

I am creating a Guide which I want to show only to those users who have NOT completed my NPS.

 

Hope this solves your use-case.

 

FYI @gloriamavungu 

 

Thanks,

Abhilash

Thanks for sharing this example, @aharkut. 

Thanks for sharing @aharkut!
 

Thank you, @aharkut! This is much appreciated!

 

Idea merged into:

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