Skip to main content
Open

Add condition for step completion for an onboarding engagement.

Related products:PX Engagements
heather_hansen
spencer_engel
waynedilworth
bradley
+11
  • heather_hansen
    heather_hansen
  • spencer_engel
    spencer_engel
  • tammy_c
  • waynedilworth
    waynedilworth
  • bradley
    bradley
  • kstim
    kstim
  • alizee
    alizee
  • dayn.johnson
    dayn.johnson
  • Veronica.Moore
  • nrnkumar
    nrnkumar
  • Michelleg
  • steven_lomaistro
  • nburke
  • mconcepcion
    mconcepcion
  • marnol14
  • victoriatejera

We're trying to build an onboarding checklist, where each onboarding step could be marked as completed based on a condition.

For example, if one of the onboarding steps is “install an agent”, we’d like to be able to check the number of agents installed for the user (via a predefined “installation” custom event), and if the number of agents installed is 0, we’ll show the onboarding step as uncompleted and it will only be marked completed once the user finishes the flow. However,  if the number of installed agents is MORE than 0 when the user first logs in, then the onboarding step will be shown as completed from the get go, without the user needing to complete the step (because they’ve already fulfilled the condition). 

Note that this is different from defining the audience, since here it’s a condition for marking as completed, not a condition for showing the engagement in the first place.

4 replies

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • 3727 replies
  • June 10, 2021

@shiraak acknowledging your request, we will get back to you on this. Thank you!


skalle
Forum|alt.badge.img+1
  • Gainsight Employee ⭐️
  • 178 replies
  • June 14, 2021

Will check the feasibility of this request @shiraak . This is part of Long term roadmap.


Hey folks,

Is there any update on the same? Exploring a similar use case.


aharkut
Forum|alt.badge.img
  • Gainsight Employee ⭐️
  • 263 replies
  • August 4, 2022

Hi @himanshu.arora ,

 

Will definitely explore this use-case and how do we deliver Engagement Completion rule on the application.

 

Thanks,

Abhilash


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings