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Contributor ⭐️
May 13, 2020
Released

Guide engagement with dynamic / conditional elements?

Related products:PX Engagements
  • May 13, 2020
  • 16 replies
  • 388 views

I’m creating a dialog guide-style engagement to walkthrough a reporting feature. It works fine in accounts that have reporting data in them, but in new accounts without any data, many of the elements that I have steps for are not present. In that case, when the user clicks “Next”, PX looks for the next element, can’t find it, and the tour just stops. Is there a way to have PX go to the next element that it *can* find, instead of just stopping?

16 replies

Contributor ⭐️⭐️⭐️
November 24, 2021

Hey @Tamarar - great news: PX just launched a skippable step feature last month! You can check out the details here. 

Yeah that doesn't fix it.

aharkut
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 15, 2021

Hi @Tamarar 

Hey @Tamarar - great news: PX just launched a skippable step feature last month! You can check out the details here. 

Yeah that doesn't fix it.

 

If you could let us know what exact use-case of yours dint get fixed by the skippable feature that was launched? 

Contributor ⭐️⭐️
May 18, 2022

I will add use cases that aren’t covered with the skippable feature and suggest alternatives. In our app, users can connect machines they own. The contents of the various tabs we have change based on whether users have connected machines or not. The engagements walk them through this dynamic content, using tooltips.

UC1: Engagement should be triggered automatically on a given URL only if our users has currently connected a node. We have no event from the front end to tell us that this specific page shows a connected node at this precise instance. So we should be able to trigger an engagement only if a specific element appears on the page (identified via the options available to link a tooltip to an element). We are already doing that by having a tooltip as the first step, which means that we constantly receive errors when they can’t be triggered. Not that serious, we can live with it.

 

UC2: The same engagement that is triggered automatically when a node is connected should be available to launch via the KC Bot. The workaround above doesn’t help, so we are obligated to add an extra step in the beginning, warning users that they need to be viewing a specific tab that has a specific element on it. If they ignore the warning, we end up getting errors. 

 

We don’t want to skip any step. Almost the entire engagement is tooltips on conditionally appearing elements, so that would make our guide pointless. Now that I know about the skippable steps though, I believe that there’s a simple solution to this that doesn’t involve branching.

 

“Skippable” does the following:

When the mapped element for a specific step is missing, Gainsight PX waits for the element to appear until the specified time. If the element is not found, the application skips the step and continues to display subsequent steps in the engagement.

 

Similarly, “Exception Handler” should be able to do the following:

When the mapped element for an “Exception Handler” step is missing, Gainsight PX waits for the element to appear until the specified time. If the element is not found, the application presents this specific step. 

 

Perhaps also add the possibility for the Exception Handler to continue with the rest of the engagement using skippable steps or to become the last step of the engagement.

 

Contributor ⭐️⭐️
May 18, 2022

I will add one more UC for conditional steps, which may be applicable to more people:

 

When launching an engagement from the KC Bot, we want the first step to be conditional on the URL, because people may not be in the right place. Creating multiple KC Bots, each one with its own URL rules isn’t a solution to this. Since there is no support for conditions, for every engagement that needs such a check I have had to:

  • Have two copies of the same engagement, one only Automatically triggered, the other only via the KC Bot
  • On the KC Bot launched engagement, add a first step with a very visible caution to the users regarding where they should be in the app (URL) and what they should be seeing (elements). 
broghanzwack
Contributor ⭐️⭐️⭐️⭐️⭐️
October 12, 2023
No Status→Implemented
Contributor ⭐️⭐️
November 7, 2023

I will add one more UC for conditional steps, which may be applicable to more people:

 

When launching an engagement from the KC Bot, we want the first step to be conditional on the URL, because people may not be in the right place. Creating multiple KC Bots, each one with its own URL rules isn’t a solution to this. Since there is no support for conditions, for every engagement that needs such a check I have had to:

  • Have two copies of the same engagement, one only Automatically triggered, the other only via the KC Bot
  • On the KC Bot launched engagement, add a first step with a very visible caution to the users regarding where they should be in the app (URL) and what they should be seeing (elements). 



I have a similar case, for some cases, i can set within the bot the URL i want to redirect the user in order to properly see the engagements, this is an existing setting. But some pages have unique URL (each project for that matter), so i cannot redirect the user to a Project in that case since i dont know it’s unique URL. I see that this thread is opened a year ago.. is there some solution or workaround these days ?

Cheers, Elli from Proggio