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Contributor ⭐️⭐️
June 8, 2021
New Idea

Ability to trigger a survey engagement via badge or other engagement

Related products:PX Engagements
  • June 8, 2021
  • 11 replies
  • 252 views

In many cases we want to launch survey engagements in a less intrusive way via badge or other engagement. For example from a tooltip step which embeds a button for users to click to launch the survey guide.

 

    11 replies

    sai_ram
    Expert ⭐️⭐️
    June 9, 2021

    @chunmeilu thank you for sharing, Hope this should exists in the  road-map, I will confirm and get back to you.

    skalle
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    June 11, 2021

    @chunmeilu Have you considered redirection to URL on close of engagement as an option for this?

    chunmeiluAuthor
    Contributor ⭐️⭐️
    July 13, 2021

    skalleCan you elaborate the idea?  Basically we would like to launch a survey engagement from a badge.

    skalle
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    July 14, 2021

    @chunmeilu One more suggestion I wanted to explore was if you have considered using KCBot to have this engagement so that you can launch it in a non intrusive way whenever user wants to respond. Having a badge with KCBot can help call for user attention that there is a action pending.

    sai_ram
    Expert ⭐️⭐️
    August 2, 2021

    @chunmeilu One more suggestion I wanted to explore was if you have considered using KCBot to have this engagement so that you can launch it in a non intrusive way whenever user wants to respond. Having a badge with KCBot can help call for user attention that there is a action pending.

    @chunmeilu did you get a chance to view the comments here? 

    chunmeiluAuthor
    Contributor ⭐️⭐️
    September 2, 2021

    In many use cases we would like to launch the survey next to the UI/feature in the application which is related to the survey itself. Having it in KCBot will lose this connection.

    skalle
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    September 6, 2021

    Hi @chunmeilu  We have added this to our roadmap and will be picking this as soon as we get our new Engagement Editor going so that we dont add more features on the current editor and only to start creating more parity  between the editors. 

    You should see that turned around sooner

    JayS
    Helper ⭐️
    November 4, 2022

    Hi @skalle. Is there any update on this feature? I was just in a meeting with one of our product teams, and this exact idea was requested. In our case, putting a badge next to a data point so the user can share yes/no if the data is correct. I was thinking of launching a boolean survey for that, but can’t use a badge.

    Also, I’m wondering if the schedule/qualification scope options would need to be updated.? We would want the survey to launch every time someone clicked on the badge.

    Jay Sherwood
    link_black
    Gainsight Employee ⭐️⭐️
    November 4, 2022

    Hi @JayS and all.

     

    I was able to achieve something very similar using a Guide with only a Badge and Tooltip. 

     

    The Badge’s Tooltip includes a custom button that open a new URL inside the tracked application and passes additional query parameters in the URL, which are used by the Audience Logic in a Survey that I created.  See how I did this below:

     

     

     

    Happy PX-ing!!!!

    -- Link
    aharkut
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    April 26, 2023

    The Badge feature for surveys is available. The feature is not opened to all and can be requested via a support ticket. Please check my comments here: 

     

    Thanks,

    Abhilash