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Julie-Pinto
Julie-Pinto
Contributor ⭐️⭐️⭐️⭐️
April 22, 2021
New Idea

Ability to see engagement audience preview for non-realtime rules

Related products:PX Engagements
  • April 22, 2021
  • 7 replies
  • 147 views

It would be extremely useful to be able to preview the audience for an engagement. Right now, I know I can go into Audience Explorer and replicate most of the audience rules; it’s just time consuming and subject to human error.

I recently made an engagement that had a complex set of 12 rules with varying AND/OR logic. Only 1 of those rules was realtime (xx feature in RIGHT NOW). It would have given me more peace of mind to have a quick preview of the possible audience, rather than relying on me accurately replicating each rule in Audience Explorer. 

One idea for how this could work:

  • not take “realtime” rules like “URL/Feature in RIGHT NOW” into account when previewing the audience
  • show a refreshable preview (as of xx:xx time and xx/xx date) of the audience based on the non-realtime rules like persona, customer segment, signup date, exclusion list, etc 

Similar to this request, just expanding on it a bit

      7 replies

      angelo
      angelo
      Helper ⭐️⭐️
      April 26, 2021

      Another option would be a “audience preview” button that redirects (or opens another tab) to the Audience Explorer with the audience filter from the engagement applied.

      The use case seems great, let's see how the community responds in terms of feedback and upvotes

        john_apple
        john_apple
        Expert ⭐️
        October 24, 2022

        This would be helpful - especially as I build out samples/demos for non-admins. People want to know they have the logic right before going live and potentially either missing audience or including too much. We have customers that request unique messaging for their environment so it would be helpful to be able to demonstrate that we have the right scope for the audience.

          brian.atkins
          brian.atkins
          Contributor ⭐️⭐️⭐️
          December 28, 2022

          This would be very helpful to ensure that we have selected the right set of parameters for the audience, especially when using a number of custom attributes.

            JayS
            JayS
            Helper ⭐️
            January 3, 2023

            FYI … the preview is already an option when creating the audience for an email engagement.

             

            Jay Sherwood
            aharkut
            Gainsight Employee ⭐️
            aharkut
            Gainsight Employee ⭐️
            May 15, 2023

            Hi everyone, ability to preview the target audience for In-App Engagements is now available with the May’23 release please check out the details here 

            https://support.gainsight.com/PX/Release_Notes/Current_Release_Notes_-_2023/PX_Release_Notes_May_2023#Preview_the_Estimated_Target_Audience_for_Guide_Engagements

             

            Thanks

            aharkut
            Gainsight Employee ⭐️
            aharkut
            Gainsight Employee ⭐️
            May 15, 2023
            Acknowledged→Implemented
            JayS
            JayS
            Helper ⭐️
            May 30, 2024

            Hi @aharkut. 

            Going back to the initial post, we still can’t get an audience preview if we have real-time rules in the engagement (like URL). We have to preview the audience before adding the URL rule, or more often, wonder why we’re getting a preview of zero and then realize we have to remove the URL rule to see the preview. 

            If the real-time rules could be excluded from the preview, that would be great!

            Thanks.

            Jay

            Jay Sherwood
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