Identifying When User Have Completed (clicked) Two or More Features
My Product Managers would like to know when Users have completed a series of tasks/steps e.g., clicked two or more mapped features. These Features are “connected” by the logical AND statement. For example, how can I get a count of Users that clicked (Feature A) AND (Feature AND (Feature C)?
The Funnel report accomplishes this and I’ve considered it. But, the Funnel report doesn’t present its results in a line graph format, per day, per week, etc. I was hoping to create a line graph that showed ONLY the count of Users that completed the specified Features (steps).
I know I can enter multiple Rules under a single Feature. I also know I can enter multiple Features under a Module. However, the Rules under a Function are logically evaluated using BOOLEAN “OR” logic. Similarly, Functions under a Modules are logically evaluated using BOOLEAN “OR” logic.
For example, Suppose we have a Feature that has two Rules, Rule 1 and Rule 2. If Rule 1 is TRUE, then the Feature is TRUE (counted), -OR- If Rule 2 is TRUE, then the Feature is TRUE (counted).
I’m struggling to create a BOOLEAN “AND” logical function. Does anyone know of a way that I can evaluate two or more Rules using the BOOLEAN “AND” logic? Or, is there any way to to evaluate two or more Functions using the BOOLEAN “AND” logic?
I was told to try the Query Builder. I created two Events. But when I clicked the “Apply” button, my two events graphed as two separate line graphs. I’m looking for one line graph that gives the number of Unique Users that completed BOTH events, -OR- The number of Events where Each User completed BOTH events.
Your suggestions will be greatly appreciated. Thank you kindly. John
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Credit for the solution to this posting goes to Pavansai Gudla, Gainsight Technical Support Analyst L1. Use the following (highlighted) setup options to achieve the objective of creating a BOOLEAN “AND” statement with two or more Features.
In order to build a BOOLEAN “AND” function in Gainsight PX, you must use the Query Builder tool.
First, set the (left side) Query Events to look like the following.
Next, set the (right side) Audience options to look like this and then click the ( Apply ) button.
Finally, make sure you are viewing the Show By option as o Unique Users ]. This is because you are trying to get a count of the individual or “Unique” Users that clicked (executed) the two or more Features that you have logically connected with the BOOLEAN “AND” function.
In this example, the result will show the number of Unique Users that clicked BOTH the JT-Feature #1 and the JT-Feature #2 features.
@John T While this is a good use of Query Builder, I am not sure it gets you exactly the insights you are looking for.
Your Query Builder report will show you the count/detail on any users that match your Audience Logic (Feature 1/Feature 2 used anytime) and has a tracked PX session during the day/week/month granularity. What is does not give you is the the count/detail on any unique users that have both Feature 1 and Feature 2 Events on each day/week/month, which may be what you are trying to get.
But, if you just want to know how many users that used Feature 1 and Feature 2 anytime are “active” within your date range, then this is a great report.
Hello Link. Thank you for your contribution.
Indeed, I AM looking for Users that used Feature 1 AND Feature 2 within a defined time interval or session. Or as you put it,
“... on each day/week/month, which may be what you are trying to get.”
Can you suggest an improved way that I might be able to achieve my objective?
Thank you again for you expertise and insight. John
Hello again Link (and others).
After further testing, I concur that the settings shown in the previous graphics in this thread do not return the day-by-day count of unique users that clicked Feature #1 AND Feature #2.
I think the following settings will return a valid count of the number of users that clicked Feature #1 and Feature #2ON THE SAME DAY, 4 April 2024.
However, I cannot determine a way to get the Query Builder to show me this data for multiple days.
Any suggestions will be greatly appreciated.
@John T For this, you definitely need the time series usage data from Gainsight grouped by Users and filtered by those specific Feature events.
While PX does not have a direct way to get this, PX Funnels are close but still not what you are looking for. And, using PX Query Builder, I do think you can export the data out and then use Excel or another spreadsheet tool to transform it in the way you need it.
Also, I can think of ways to do this in your Gainsight CS platform using the integrated PX usage data and custom CS Reports. This may be the best, most flexible way to do this analysis and I will be happy to connect outside of Community with you and your Gainsight CS CSM to work though this together. Just email both of us to get started together.
Happy PX-ing!
@link_black Looking to do something similar here. PM wants to capture the time when users clicked on a particular set of features. Sort of how the Time of Day usage report is shown, but they’d like it in a report that’s grouped by user and company name. Any way to do this? We have an integration that almost complete between CS and PX if that helps.
So far, I can capture the day they clicked on the features, but unable to capture the time.
Thanks for posting to PX Community @Staffing Industry Lady !
This cannot currently be done in Gainsight CS and even in PX directly as the Feature usage data is aggregated at the day/week/month level and not as individual raw events. Having this type of report available in PX or within a PX Dashboards seems like a good Idea for your to post here so other users can upvote/comment and our Gainsight Product teams can consider adding this in a future release.
For these use cases, we recommend that your technical teams use the PX REST API as it can retrieve the individual raw events captured by PX with datetime stamps for items like Feature matches, Custom Events, Identify events, Segment matches, Sessions initialization, etc. Once the desired data is extracted from the PX REST API results, it can be included in a spreadsheet to perform additional grouping and analysis.
Thanks for the helpful feedback and suggestion @link_black ! I really appreciate it!
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AND (Feature C)?
