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Product Experience (PX)

Learn about surveys, in-app engagements, and compelling in-product knowledge

  • 702 Topics
  • 1,410 Replies
702 Topics
J
JaysonVesterContributor ⭐️
asked in Product Experience (PX)
Engagement handling of unexpected event

Hello, I’m looking to create an engagement guide that walks a user through a process that includes a search field. What I’m coming across is that if the search is successful and results are displayed, then the engagement continues. However, if there are no search results the engagement ends. Even if I search again and find results. Is there a way around this? Thanks!

692
J
3 years ago
J
JoeyContributor ⭐️⭐️
asked in Product Experience (PX)
Duration - FAQ suggestions incorrect?

The very first Analytics FAQ notes 3 report options that can be used to see ‘average duration of a user’  but I don’t think any of the reports mentioned do that (Adoption Report/Path Analyzer/Audience Explorer).The only place I have seen duration is aggregated in a dashboard widget, but that is not by user (unless you filter by user inside the widget).   

201
sai_ram
3 years ago
C
clamoureuxContributor ⭐️
asked in Product Experience (PX)
CAn we using a Dialog to engage users in external testing?

Hi all , we are trying to use a dialog to serve up a link to our user testing platform via a custom button in the dialog.The CTA analytics seems to be firing appropriately, but what we are running into is that even if a user sees the dialog, since they are automatically captured as COMPLETED and VIEWED at the same time, we have no way of using Internal scheduling to show the dialog again if they didn’t click the button and actually follow the link.Are we doing something wrong? is this even possible? Using a Guide would be possible, but seems like overkill and not a very elegant way to simple ask them to check out some new designs for a feature etc.

441
KPedroza
3 years ago
matt
mattContributor ⭐️⭐️⭐️
asked in Product Experience (PX)
PX webhooks stopping?

Hi, I read that:Note: Gainsight PX sends a maximum of 10,000 Webhook events in a day for a subscription. Is there any way of knowing when we’ve exceeded the limit? I have a webhook that seems to have stopped firing at 8:20am this morning but I don’t know why… there’s no failure count showing on https://app.aptrinsic.com/admin-console?tab=3. Thansk,Matt

491
dileepnalla
3 years ago
M
molly.phillipsContributor ⭐️⭐️
asked in Product Experience (PX)
Allow videos in integrated Help to be displayed in the KC Bot

We include videos in our Zendesk Help, which is integrated with the KC Bot. If I got to an article with a video, it says b/c of privacy settings it can’t be viewed. The only way a user can view it is to click Read More at the bottom of the page, which isn’t even viewable, and is also a poor experience.  

1459
dileepnalla
3 years ago
dshorter
dshorterGainsight Employee ⭐️
published in Product Experience (PX)
May PX Office Hours Recordings Available Now!

For those who missed May PX Office Hours. You can view the recordings here. May 5- How to enrich your data in PX by bringing in more attributes from - SFDC/CS/ APIMay 12-How to track workflow completions using Funnel AnalysisMay 19- Understanding the first mile experience by using Path AnalyzerMay 26- Collect granular/ contextual usage data with Custom Events and Global Context 

951
sai_ram
3 years ago
Julie-Pinto
Julie-PintoContributor ⭐️⭐️⭐️⭐️
published in Product Experience (PX)
PX on PX: Intro to Analytics Engagement

How PX Uses PX: User Onboarding   Right now, PX is strategically focused on rolling out a new user onboarding series using PX engagements. This series needs to be complementary to high touch onboarding and allow new users to onboard themselves independently.  We’ve made this engagement available in 2 ways: Automatic: New users will see this engagement upon their first visit to the analytics page Knowledge Center Bot: Users can access this guide at any time via the “Let’s Get Started” section of the KC Bot   Audience Criteria The audience criteria here is pretty simple, but it meets our needs for the time being.  Logic type: AND URL: I used the URL of the analytics page as the rule to ensure the engagement launches on the correct page. Logic is set to AND by default; if I added another rule here, I would need to make sure AND fits the use case or change the rule logic type to OR Users: First seen LESS THAN 15 days ago.  Logic is set to OR by default; if I added another rule here, I wou

621
sai_ram
3 years ago
JPKelliher
JPKelliherContributor ⭐️⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Account Feature Filters in Dashboard

I was wondering why I cannot filter a set of accounts by the features they touched in within the Dashboard. But I can filter by the features each user touched. This makes the filtering process as well as the numbers viewable on the widget a bit cumbersome and hard to understand. Am I doing something wrong here? This request gets an error each time and drops the Accoont Features filter. 

844
shireesha_reddy
3 years ago
M
mrooney_trimbleContributor ⭐️
asked in Product Experience (PX)
Bug modifying css of engagement after localization

After importing the localisation files for an engagement, we sometimes find that we have to modify the CSS within the engagement because things don’t always line up.Recently while doing this, I noticed that the base language was update correctly but all other languages maintained the old css. Furthermore when I selected a particular language then went to the “edit code” view, the screen display a “something went wrong” error.The work around I found was to reimport all of the language files, after this the engagements displayed correctly.Is this a known issue?

211
sai_ram
3 years ago
link_black
link_blackGainsight Employee ⭐️⭐️
asked in Product Experience (PX)
Tip of the Week: Creating PX Custom Events from within a PX Engagement

When I created this post about updating the PX User Profile attributes with button links from within a PX Dialog Engagement, I also wanted to share a similar method to create PX Custom Events from within a PX Engagement.  Here are some simple use cases:Simply being able to create PX Custom Events without asking a developer to add our JavaScript snippets into your application source code … good for testing, experimentation, and learning too! Allowing the user to “select” some preference and/or follow-up action or request while within a PX Engagement. Tracking any/every link clicked within a PX Engagement specifically as opposed to relying on the general CTA count provided in Engagement Analytics. Enhancing your PX Analytics filtering and PX Engagement Audience Logic targeting with this new level of rich PX User information.We have some good use cases for PX Custom Events described in our online documentation here, but I am sure that we/you can think of many more uses for this, so here i

15735
sai_ram
3 years ago
cjacksonfe
cjacksonfeHelper ⭐️
asked in Product Experience (PX)
Segmentation - Determine Logins/Period

Is there a way we can determine number of visits per week in Segmentation? For example, we’d classify a user as “frequent user” or “power user” if they logged in x & y amount of times per week/day/whatever. 

141
sai_ram
3 years ago
J
Janine MarlattHelper ⭐️
asked in Product Experience (PX)
Engagement Tags added to AWS S3 Bucket

Hi all,Need the tag and sub tag added to the In-app engagement display data table and also the AWs S3 bucket.Any help would be appreciated.

121
sai_ram
3 years ago
Jack-Occleshaw
Jack-OccleshawContributor ⭐️⭐️
asked in Product Experience (PX)
Can we create a survey that will allow us to just gather yes or no responses?

I would love to be able to create a survey that would just allow me to track if a user has selected yes or no to one question.Example:Would you like to be involved in a focus group? Yes / No then we can collate the users that have registered interest and contact them, currently we have to use Boolean Survey Engagement which has a comment box which we do not need. Any advice on how we can get around this would be great!

461
link_black
3 years ago
peppe
peppeContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Funnel - Time from previous step

Hi there,If a user goes through a funnel multiple times, what does the Time from previous step indicate? Is it an average of all the times the user went through the funnel?In this example, the green bar indicates that 2,057 unique users went through the funnel. The first user went through the funnel several times in the chosen date range. What does 35 seconds indicate?Thank you.  

644
peppe
3 years ago
R
RedgineerContributor ⭐️
asked in Product Experience (PX)
Gainsight PX MadCap Integration

Is there any way to push slider content from a single-source Help authoring tool, such as Madcap Flare?

1014
R
3 years ago
R
Rohit SHelper ⭐️
posted in Product Experience (PX)
PX April 2021 Release - Gainsight implemented customer requests

Hello Everyone!We really appreciate all the product inputs that our customers take the time to share with us on the Community. Your feedback helps us build better products and services, and stay in tune with what customers want, need and expect. We want you to know that our product team listens and carefully considers your ideas and concerns. I’m happy to report that we have implemented 4 customer requests/ideas in April 2021 release.In our release notes, ideas that originated on Community are marked with the “C” icon.PX April Release Notes@ccampbell @dorian_cudina @Sundeep 

541
sai_ram
3 years ago
peppe
peppeContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Is there a way to prioritize Engagements?

I’ve had a Dialog engagement with a product announcement running for all users for some time.Now, I am about to run a second Dialog engagement with an important update that is targeting a subset of my users. This second engagement is more important (for these users) than the first one. These users will see both engagements and that’s a confusing/overwhelming experience. I will have to make some major adjustments to the audience definitions in order to avoid showing both engagements.How do I make sure that users only see one engagement at a time?

1052
peppe
3 years ago
M
mrooney_trimbleContributor ⭐️
asked in Product Experience (PX)
Localisation of Badge only guides

In a couple of places within our product we use a “guide” as a tooltip.However it seems that with this setup the localisation fails to work, the text is always displayed in the default language in the application (for us this is English).We have other guides which have multiple dialogs that popup in sequence, and these seem to localise correctly (including the on hover tooltip (which from what i understand is the same thing as what we are trying to achieve above)).Is this something that other people have experienced? Should we be using another mechanism for localised tooltips?

573
angelo
3 years ago
mandy_major
mandy_majorGainsight Employee ⭐️⭐️
published in Product Experience (PX)
Delay in Application

Please be aware that we are experiencing a lag in events updating in PX.  There is no data loss, and we hope to have this resolved soon.  Please follow the status page for further updates.  We apologize for this inconvenience this may cause for you and your team.

420
mandy_major
3 years ago
G
gloriamavunguGainsight Employee ⭐️
published in Product Experience (PX)
How To Customize A Guide Engagement's Navigation Bar

The navigation bar is the menu that appears on the bottom of a Gainsight PX engagement. It's the foundation for navigating your users through a Guide engagement. However, like all things in PX, it isn't set in stone — it's customizable. Today, we will review the different ways you can edit your navigation bar within PX. To get started first, create a Guide engagement and then steer your cursor over to the Editor tab. Next, scroll down and select the Navigation Bar section.   Follow the directions listed below to make quick and easy edits to your Guide engagement:  How To Change The Navigation Bar Colors  When you utilize the WYSIWYG editor, you can adjust the color options of your navigation bar. To do so, use the Background Color and Label Color buttons to choose and select shade options for your navbar.   How To Edit The Get Started Button  The default navigation bar text for the first page of any guide is: Get Started. To revise the text, delete the words Get Started and type in a n

2660
G
3 years ago
Julie-Pinto
Julie-PintoContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Ability to preview KC Bot on production without launching

Sometimes when I am working with the KC Bot, I want to be able to preview it on production without actually launching the bot (like I can when editing engagements). I’d also rather not make a test bot targeted to just me, as I would have to change priority and launch/unlaunch to see the real bot.

723
Julie-Pinto
3 years ago
P
patrickduffyexpelContributor ⭐️⭐️
asked in Product Experience (PX)
Did the Page Views API change?

Has anyone else running the PageViews API see the call break for them? I had hooked up the API for improved data visualization in Domo and haven’t had a successful call in over a week, and am getting error messages from the API call.

457
skalle
3 years ago
link_black
link_blackGainsight Employee ⭐️⭐️
published in Product Experience (PX)
Tip of the Week: Combining multiple in-app Rating Surveys into one user experience

While working with one of our amazing PX customers today, they asked me…“How can we build an in-app Survey that includes multiple per feature ratings with textual feedback for each feature?”   To my disappointment and theirs, I needed to explain that only one rating step can currently be included in an in-app Rating survey.  I know that our PX Product team is working hard to include this flexibility in the future, but right now this is just not possible.However, there are at least two other ways to achieve a “similar” user experience and result!!!! The first way is to use a multi-question Survey with a combination of multiple choice questions and open text questions.  With a little help from FontAwesome, some creative fonts/colors, and even using images, the end result does not look too bad and will keep all the answers and responses within one PX Survey submission.  Here is how it could look: Another, better way (in my opinion), would be to implement separate Feature Rating Surveys an

1711
sai_ram
3 years ago
dshorter
dshorterGainsight Employee ⭐️
published in Product Experience (PX)
March PX Office Hours Recordings Available Now!

For those who missed March PX Office Hours. You can view the recordings here.Mar 3- Simple Ways to communicate/ onboard users to Product/ UI Changes with PXMar 10- Product Adoption InsightsMar 17- How to fetch and update Events and attributes using PX Rest APIMar 24- Create closed-loop Feedback using quick PX In-App SurveysMar 31-Learn Advanced Guide and Product Mapping

881
sai_ram
3 years ago
J
jrogContributor ⭐️
asked in Product Experience (PX)
Does qualification scope persist if engagement is paused?

I'm planning to launch an engagement with a Schedule of a 30 day period, and a Qualification Scope of Only Once. If I need to pause it for an edit, does the Qualification Scope reset, resulting in users who have already seen it seeing it again? Or does the Qualification Scope of Only Once persist from before pausing and then launching again? Thanks! 

271
link_black
3 years ago

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