Is it possible with in PX to have a button or a link with in an engagement that once clicked/viewed, upon a new user sign-up etc... creates a CTA in Gainsight CS?
Use Case : A CTA has to be created in Gainsight CS upon viewing an engagement or having a custom event or having feature match on top my application.
Hello PX + CS better together users,
The above use case is absolutely possible with PX Web-hooks, CS event framework + JO.
You can achieve this by configuring a PX web-hook, which will send all the events information as a flat Json to CS events framework based on the trigger type configured.(eg: Engagement View, New user Sign-up, upon triggering a custom event, or upon a feature match etc..).
Once event is received in CS event framework, we can have a JO advanced program which will create a CTA.
Working Video: Click here to watch the working demo
Screenshots:
For any questions please reach out to pxsupport@gainsight.com
Thanks
Dileep Nalla
Amazing post and a very powerful use case for our CS+PX customers.
Thank you
Thanks,
Thanks for sharing this
Hi
Unfortunately, the link expired, and I am not confident if I could recover it. However, the screenshots should help you get the task done!
Hi
I am happy to inform you that the attached video is up and available. Please go through it and do let us know for any questions
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