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JPKelliher
Contributor ⭐️⭐️⭐️⭐️⭐️
October 24, 2022
Released

Edit Engagement without Pausing

Related products:PX Engagements
  • October 24, 2022
  • 3 replies
  • 88 views

Today we see a significant challenge in staying agile while managing multiple pieces of content in a multiple solutions. To edit any active engagement including: changing a typo, updating a date/token, editing the engagement name, fixing a broken step, updating the audience rules, adjusting the schedule or throttling or sample size, editing a translation, adjusting a trigger or anything that must be saved requires these steps:

  1. Remove the engagement from each K-bot where it is referenced
  2. Pause the active engagement
  3. Make any update necessary.
  4. Activate the Gainsight Asset once again
  5. Load the engagement into each K-bot where it is used.
  6. Reorder the engagement in each K-bot where it is used

When this is multiplied by a few dozen engagements that need attention each week, this process turns minor updates into an exorbitant amount of work.

 

I am requesting that engagements allow for near real-time editing and saving that allows for all updates to be “applied” as opposed to pausing and re-launching.

3 replies

anirbandutta
Expert ⭐️
April 14, 2023
No Status→IN DEVELOPMENT
It's an opportunity for engagement
aharkut
Gainsight Employee ⭐️
Gainsight Employee ⭐️
May 15, 2023

Hi everyone, With May’23 release you can now edit active engagements (esp. when they are added to Active KCBots) without having to do the entire manual process. To know more about the feature check out the announcement of “Draft Mode in engagements” feature in the release notes:

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

 

Thanks

aharkut
Gainsight Employee ⭐️
Gainsight Employee ⭐️
May 15, 2023
IN DEVELOPMENT→Implemented