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Filter a Segment Out of an Engagement

Related products:PX Engagements
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JPKelliher
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 59 replies

We have developed a number of segments in Gainsight that we would like to use to ensure users are omitted from certain engagements. However, engagement logic does not allow for one to use a “DOES NOT MATCH”.

We have tried to work around this by creating inverted segments, but this then adds users to a segment that doesn’t really apply to the user. 

 

Example: A segment created of just test users. To ensure this segment does not run into all of the regular active messages, we have to create a segment call “Not a test user” and add literally every single user that is not a test user to that segment, and then add that segment to all engagements. 

Now 99% of our users have a segment tag of “Not a test user” when it would make more sense to simply tag the 1% of test users.

 

The email engagement offer this option and even lets one choose the date or days since qualification.

 

I am not sure why this logic option would not be included in other engagement logic as well.

3 replies

broghanzwack
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  • Gainsight Employee ⭐️⭐️
  • 130 replies
  • August 21, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

broghanzwack
Forum|alt.badge.img+3
  • Gainsight Employee ⭐️⭐️
  • 130 replies
  • August 21, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

broghanzwack
Forum|alt.badge.img+3
  • Gainsight Employee ⭐️⭐️
  • 130 replies
  • August 21, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

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