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dileepnalla
Gainsight Employee ⭐️⭐️
September 26, 2022
Solved

How can I create CTA (Call to Action) upon viewing an engagement?

  • September 26, 2022
  • 5 replies
  • 455 views

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.

 

Best answer by dileepnalla

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

 

 

5 replies

dileepnalla
dileepnallaAuthorAnswer
Gainsight Employee ⭐️⭐️
September 26, 2022

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

 

 

Thanks, Dileep Nalla
link_black
Gainsight Employee ⭐️⭐️
September 26, 2022

Amazing post and a very powerful use case for our CS+PX customers. 

Thank you @dileepnalla !

-- Link
Revant
Contributor ⭐️⭐️⭐️⭐️
August 1, 2024

Thanks, @dileepnalla! Looking forward to using this. It seems like the video demo is expired, would you be able to restore/reshare?

Thanks for sharing this @Harshita P 

Revant A | CS, CS Ops Leader | xGainsight
dileepnalla
Gainsight Employee ⭐️⭐️
August 2, 2024

Hi @Revant_Amingad 

Unfortunately, the link expired, and I am not confident if I could recover it. However, the screenshots should help you get the task done!

Thanks, Dileep Nalla
dileepnalla
Gainsight Employee ⭐️⭐️
August 9, 2024

Hi @Revant_Amingad 
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

Thanks, Dileep Nalla