Engagement for multiple products

  • 17 March 2023
  • 3 replies

We have a couple of products that share the same add-on module. Is it possible to create an engagement that can be used by multiple products? Currently, we’ve had to create an engagement for product A. Then, we had to clone it and apply it to product B. Managing these virtually identical engagements have been a nuisance. Any tips from anyone who have a similar scenario?

3 replies

It’s kind of ugly, but if you save your engagement as a template, then it will be available for each product. You’ll still end up having to make a separate engagement per product, but this is probably one of the easiest ways to do it.

Userlevel 3

What is the key requirement that is causing you to Clone the engagement?

Are you using more than 1 Gainsight product key?

Are there different Audience rules?

Userlevel 3

My answer would be yes we are using a single engagement across multiple ‘products’. 

We have unique `user.customAttributes` per host product to be able to segment the data for the specific teams, but also, we are able to report at the highest level of the engagements also.