Product Experience (PX)

TOTW: Add a little padding to your tooltips

This is a quick one, but it can add some nice polish to your Guides :)In PX, you may want to visually highlight a UI element with an overlay. However, if your element is circular or rounded on the edges, this can result in some “leftover” pixels on the corners of the element:There’s a quick remedy for this. All you have to do is add a few pixels of padding in the Guide step settings.By adding 4px of Padding, the overlay looks more polished and intentional. You can adjust the position of the tooltip itself to be aligned with the padding you just added. That’s all this time!

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3 years ago

ajruferContributor ⭐️⭐️⭐️

Delay in showing an engagement?

Is there a way to tell PX to wait until the user has been in the tool for at least X minutes before launching an engagement? I'm planning to launch the engagement on a few different URL's, but it could be the first page someone sees depending on their process and I know that's not the best experience.

alextranHelper ⭐️⭐️

PX Admin Office Hours - Thursday, Oct 8

We will be hosting another session of weekly PX Admin Office Hours! Generally, they are hosted every Thursday at 10 AM PT with the exception of holidays like Thanksgiving and Christmas.What you can expect:Got questions? We’ve got answers :) If possible, please post your question in advance on THIS THREAD. That way, we can be most prepared. Open to all - you will hear from other customers and their questions/challenges, so we can all learn from each other!This thread is for our upcoming Thursday Admin Office Hours session. Details below!️Thursday, Oct 8, 202010am PT / 11am MT / 12pm CT / 1pm ETPlease submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).Please register for these sessions and you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who ha

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sai_ramExpert ⭐️⭐️

🎉Kicking Off...PX Admin Office Hours! - Thursdays Weekly - Upcoming Session - 10/8/20 - 10 AM PT

Hello everyone! 👋 We are kicking off weekly PX Admin Office Hours! They will be hosted every Thursday at 10 AM PT with the exception of holidays like Thanksgiving and Christmas.What you can expect:Got questions? We’ve got answers :) If possible, please post your question in advance on THIS THREAD. That way, we can be most prepared. Open to all - you will hear from other customers and their questions/challenges, so we can all learn from each other!This thread is for our upcoming Thursday Admin Office Hours session. Details below!🗓️Thursday, Oct 8, 2020⏰10am PT / 11am MT / 12pm CT / 1pm ETPlease submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).Please register for these sessions and you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has jo

alextranHelper ⭐️⭐️

🎉Kicking Off...PX Admin Office Hours! - Thursdays Weekly - Upcoming Session - 10/1/20 - 10 AM PT

Hello everyone! 👋 We are kicking off weekly PX Admin Office Hours! They will be hosted every Thursday at 10 AM PT with the exception of holidays like Thanksgiving and Christmas.What you can expect:Got questions? We’ve got answers :) If possible, please post your question in advance on THIS THREAD. That way, we can be most prepared. Open to all - you will hear from other customers and their questions/challenges, so we can all learn from each other!This thread is for our upcoming Thursday Admin Office Hours session. Details below!🗓️Thursday, Oct 1, 2020⏰10am PT / 11am MT / 12pm CT / 1pm ETPlease submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).Please register for these sessions and you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has jo

mickeyGainsight Employee ⭐️

Dear community, I hope you, your teams and your family members are safe We’ve created a banner template you can use to message your customers during this tough time.

COVID-19 template

link_blackGainsight Employee ⭐️⭐️

Tip of the week: How to remove the little "X" close option in the top right corner from an Engagement

Greetings! A customer recently posted about improving PX Guide completion rates and I hope that you all have read that excellent post … submit your comments please .. hint, hint, wink, wink, nudge, nudge! ;) One thing that could possibly help with PX Engagement Completion rates for Sliders and Guides is to prevent the user from clicking the little “X” in the top right corner to close the Step. It is very possible that we users just instinctively click “close” on popups to get rid of them, since the world could use way less ad popups for sure. But, your Sliders and Guides are NOT ads and are designed to help users, so why not eliminate that option for them so that they do what they should next?!?! There is not currently a config option in Engagement to simply turn this “X” close link on/off, but fortunately PX allows you to override our default PX Engagement CSS styling as well as create your very own amazing CSS styles. So, here is how it can be done… Here is the exact CSS te

Julie-PintoContributor ⭐️⭐️⭐️⭐️

TOTW: Get the most out of Custom Events

You may have heard about PX Custom Events… but do you know all the places you can use them in PX? Custom events: Can be used as filters, including attributes in Analytics Can be mapped to Features and filtered by attribute values Are visible in a user's Recent Activity, with a mouseover showing the underlying attributes for the event Can be used as criteria in Audience Logic for Engagements, including attributes Can be selected and grouped by attributes in Query Builder (image below)

leslietouContributor ⭐️⭐️

re-run backfill after editing the selector

When re-running backfill after editing the selector of a feature, do the old “incorrect” events get discarded or are they simply added?

DivyaGainsight Employee ⭐️

What's new on Gainsight PX Docs

Hello everyone,We have now unveiled a new category for PX Mobile documentation with the following articles:Overview of Gainsight PX Mobile SDK Install Gainsight PX SDK for Android Install Gainsight PX SDK for iOS Install Gainsight PX Native-Script Install Gainsight PX React-Native Instrument your Mobile Application with Product MapperDo check these out if you haven't already.If you have any new doc requests, you can reach out to us at docs@gainsight.com.Thanks!

dileepnallaGainsight Employee ⭐️⭐️

Ability to provide an option with in KC bot to open a link inside KCB or in a New window

Hi Product Team Current Design:All links inside KCB open in a new window by defaultUse case:Let the user decide whether it will be open in a new tab or inside the widget. Painpoint:In our knowledge bot implementation, we are connected to Zendesk help center articles. In some of the articles, we have internal navigation inside the article (anchor links). When the article is presented inside the knowledge bot, clicking on the link will not naviigate inside the article but rather open https://support.abc.com#anchorname

richieminHelper ⭐️

Is there anyway to create a button in an engagement guide tooltip that mimics the "Next Step" button - and goes to the next step of the engagement?

Tooltips always have the next step button text be “Next” and I need to change it to something else. Such as “Request Access”, and then go to a dialog on then next step. @alextran

YarivZurContributor ⭐️⭐️

Displaying a timer in an engagement

Hi, We are looking to add a timed-trial to our product (e.g. 30 days). Our idea was to display a daily(?) engagement to the user saying - “You have X days left on your trial account”. The question is - is there a way to display that (as a token?) in a dialog engagement based on the data in gainsight PX? Something which can calculate how long since the user logged in? Thanks, Yariv

dileepnallaGainsight Employee ⭐️⭐️

How should I embed KC bot on my Web application on the element of my wish?

Hello PX Users,Based on our customer requests, in recent releases, PX has added one more feature which allows the users to embed the KC bot.As on date its on beta version.The below couple of articles will help you to understand about Embeded KC Bot.Article 1:https://support.gainsight.com/PX/Knowledge_Center_Bot/General/Embedded_Knowledge_Center_Bot_(Beta)Article 2:https://support.gainsight.com/PX/API_for_Developers/02Usage_of_Different_APIs/Work_with_Knowledge_Center_Bot_API However, the purpose behind posting this on the community is to show you how to configure things for embedded KC bot using short videos. Couple of things to be noted:1. You have the ability to fetch KC bot via Automatic and API2. You have the ability to display KC bot via the widget and Embed on your own HTML element Video -1Explains the combination of Automatic and Embedded KC Bothttps://share.getcloudapp.com/v1u2lGpg Video -2Explains a combination of API and Embedded KC Bot.https://share.getcloudapp.com/ApukndKw

mattContributor ⭐️⭐️⭐️

Hi, We are trying to use PX with our Zendesk Knowledge Base and want to model the KB such that doc categories show up as Product Mapper modules. We want to know which categories of docs our users spend the most time in. However, there is nothing in the Zendesk URL to indicate which category a doc belongs to so we would need to spell it out like this (screenshot below), where all doc URLs in the category are shown in the rule for the same feature. This is similar to the ask from 5 months ago in https://community.gainsight.com/px-product-ideas-23/product-mapping-via-api-37455, I think, but not sure custom events are feasible from Zendesk. So, two questions: Is there an API for the product mapper? Is there a better way to handle Zendesk categories in PX? Thanks, Matt

API for Product Mapper?

kmalkContributor ⭐️⭐️

Please allow your email engagement code editor to NOT delete this date code

In all of our product’s email footers, we provide our company copyright info. However, unlike every other HTML email editor we use for sending other emails, PX automatically deletes this HTML code that displays the current year in [YYYY] format: <script>document.write(new Date().getFullYear())</script> Please fix this. Thanks!

shireesha_reddyHelper ⭐️

TOTW: How Retention Analysis works in PX

Hi Everyone, As we all know.. Retention analysis is one of the key parts in our PX analytics. Where we can see how much percentage of users retaining every Day/Week/Month. So Here, I would like to explain how retention analysis works (also with filters) in a bit detailed way. Consider I’m going to calculate the retention of users “Every month for 6 months which is Ending at 06/30/2020 and metric is User Retention” when I use this criteria, my retention analysis looks like this, Image 1 In the above image, I have indicated the Cohort size as 1, Date range as 2, Ending at as 3, And Metric as 4. And also, I have considered the “Month dates and User numbers which is on the left side as Y-Axis and the Month number which is from 0-12 as the X- Axis.” So based on the 1, 2, 3 options, Y-axis has been divided into 6 slots. Now the Question is how the percentage is calculated in X-axis for every month? Here, on the Y-Axis, along with the dates we can also see the User Count. These ar

Julie-PintoContributor ⭐️⭐️⭐️⭐️

TOTW: 3 ways to make your engagements *POP*

We talk a lot about all the things PX can do - target engagements based on product usage, trigger 1 engagements off of another, track users’ natural paths they take through your product, to name a few. That’s all amazing, and believe me, I could talk about those capabilities for a long time. But what about the engagement design itself? Once you have your goal, audience, and schedule set, how will you make sure the engagement actually captures your users’ attention? Your engagement can really be your blank canvas upon which to build an experience. Below are some strategies we and other PX customers have used to make engagements stand out to users. 1 - Incorporate color By default, most engagements will have a white background. When you really want a guide to capture a user’s attention, don’t be afraid to incorporate color and graphics! I don’t know about you, but a dark background with white text is far more likely to catch my attention than standard white background and gray/b

DivyaGainsight Employee ⭐️

Hi All, Check out the list of articles that we published in PX documentation last month: Embedded Knowledge Center Bot (Beta) Work with Knowledge Center Bot API User Preferences for Engagement and Tracking Engagement Labels Please feel free to post your questions or comments on these articles. If you have any new doc requests, you can reach out to us at docs@gainsight.com. Thanks!

New Articles in PX Docs

jared2095Contributor ⭐️⭐️⭐️

Is it possible to copy an engagement?

Sometimes I want to copy an engagement and its audience and contents. Saving the content as a template helps, but I still have to redefine my audience.

jrivaContributor ⭐️⭐️⭐️⭐️

Active Users List - All Accounts

Is there a way to generate an exportable csv list of all accounts with their active user counts. That’s it, just the name of the account and the active users for each. In Accounts Explorer we have “Number of Users” as an attribute, which is something different. In the Dashboard you can create widgets that display active user counts. You can either get all active user grouped together or active users for specific accounts. And you can’t export either. Trying to compare Active User counts all up from CS vs PX. It’s super easy to export this data in CS...

lila_meyerGainsight Employee ⭐️⭐️⭐️

Using Gainsight’s PX Analytics To Make Data-Driven Decisions and Qualify Event Leads

As part of our Pulse Everywhere virtual event, we used the PX application to help our sales team turn attendees into leads, as well as we’re using the data to make decisions about future events. To drive lead conversion, we felt it was crucial to have Gainsight teammates in the “PX on Pulse” instance so they could have complete access to customer and prospect activity, feature usage, and session attendance. Two PX functions, “Adoption Reports” and “Audience Explorer,” were extremely beneficial. Gainsight reps were able to use custom filters to build reports that honed in on their target accounts effortlessly. They could also see adoption trends, feature usage, session attendance, and engagement statistics with ease. Gainsight PX has a native Salesforce integration that makes it possible to bring in Salesforce fields such as Account ownership, and contact or lead information. To learn more about we used the PX data to guide future event development, and answered these additional que

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lila_meyerGainsight Employee ⭐️⭐️⭐️

PX Training Courses on Engagements

Our education team is starting to build out introductory training courses to support your learning and usage of the PX application. These courses are free and accessible online at your convenience. Overview and Anatomy of Engagements (17 mins.) In-App Onboarding with PX Engagements (13 mins.) We’ll let you know when more courses are published, and feel free to tell us which topics are of most interest to you!

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lila_meyerGainsight Employee ⭐️⭐️⭐️

How Our Product Managers Analyze Usage & Plan Product Roadmap

How do Product Managers prioritize new features and enhancements? One of our PM Operations teammates interviewed the Gainsight PM team to learn more about their process. They discussed the following key questions: How can I determine the performance of my product every day—at a glance and in one place? How does Gainsight make product design decisions? How do I decide what requirements should be written to improve the customer’s interaction with the product? How do I know if my application area is performing better than other applications in the product? How can I know the performance of my application for a particular span of time? How can I see the percentage of users moving from one particular step of a process to the next step? What can I do to increase the adoption of my feature? Click here to read our team’s responses, and to learn how they utilized the Gainsight PX application to help find the answers.

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securityrocksContributor ⭐️

Measuring Usage at the Tenant Level

Here at Acme Inc., our customers can have multiple tenant URLs. For example: eng-prod.acmeinc.com eng-qa.acmeinc.com eng-devops.acmeinc.com These would all belong to the same customer. Product usage for these tenants would be attributed to one Account in PX. How would you differentiate between usage of these three tenants in PX? Some of our customers can have 10+ tenant URLs, so mapping features for each URL is not scalable.