I’m new to PX, so I’m not positive. But from the guides I’ve launched and some questions around these things, I believe the X counts as a “completed” step.
That should mean that snooze does not happen for the current quarter. They chose X instead of Show Me Later; I believe the snooze is only triggered on the Show Me Later action.
But they *should* see it again the following quarter. Completed status is for the current occurrence. After that, your reoccurrence setting should make them eligible to see it again the next quarter.
Hi Danny,
Thanks for the clarification — I now understand that clicking the X (close) button is treated as a completion, which means the survey won’t be shown again during the current quarter. That makes sense.
My follow-up question is about the "Show Me Later" (snooze) option:
- Does selecting this mean the survey will still appear again within the same cycle (i.e., this quarter)?
- And if so, how many times will it be shown before the cycle ends?
Just trying to confirm how the snooze behavior fits into the recurrence logic.
Thanks again!
That’s my understanding, yes. How many times and how long it snoozes will depend upon your settings for how many times to show it and how many days in between. Those are essentially the snooze settings, whereas the setting for reoccurrence is what delays it until the next quarter once they complete it by…
- responding
- Xing out
- hitting the snooze limit
Reflecting on my first comment, I might be wrong. The X may act as an unofficial snooze because of the settings to show {number of times} with {days between}.
I think the X effectively works the same as the snooze then. And it’ll show until they hit those limits for number of times for this occurrence. And then it’ll wait until the next reoccurrence.
@link_black and others from Gainsight would be able to clarify.
The close [x] will count as a View event, not a completion event. For surveys, the response is the only completion event.
So for surveys using an Intervals qualification scope like ‘show n time with at least m days between views’, if n > 1, then any view event will decrement n, and the user will see the survey again within the current interval.
Once the user has viewed the survey n times OR completed/responded to the survey, they will see the survey again in subsequent intervals (quarters in your example) regardless of how those view events concluded (i.e. close, snooze, esc key, etc.)
Like @rschlette said above (thanks!), closing the multi-step Engagement or Survey with the “X” or the Esc keyboard key counts only as a “View” event.
If the Engagement is a Dialog or a single step Guide, simply viewing the Engagement also counts as “Completed” too.
Using the “Snooze” button is most valuable when using the “Only Once” Qualification scope, since the Engagement will be shown again to the user.