Product Experience (PX)

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

  • 646 Topics
  • 1,306 Replies

646 Topics

S
SatwikRegistered User
asked in Product Experience (PX)

How to fetch insights from Gainsight PX to Salesforce?

Gainsight is integrated with our Web Application. I want to fetch all the insights regarding the user usage/scorecards etc from Gainsight PX to the Salesforce account. I’d like to know the best way to go about it. 

3
link_black
Gainsight Employee: MVP
4 years ago
S
shushuyRegistered User
asked in Product Experience (PX)

Feature Request: Ability to stop gainsight

I've tried different ways to stop Gainsight PX tracking because right now the data we are gathering for a few scenarios is not accurate. Is it possible to request a way to stop Gainsight PX to send all kind of information?

4
link_black
Gainsight Employee: MVP
4 years ago
alb
Veteran Rookie
albVeteran Rookie
asked in Product Experience (PX)

Is Query Builder limited to returning only 10 rows?

I can't for the life of me figure out how to get more than 10 rows out of Query Builder. We're trying to get a list of all of our accounts that have activity in APAC, but I can never get more than 10 rows to show on the interface. I also don't see a way export raw data. Hope I'm missing something?

7
lila_meyer
Gainsight Employee: Grand Slammer
4 years ago
link_black
Gainsight Employee: MVP
link_blackGainsight Employee: MVP
posted in Product Experience (PX)

Which of these integrations are you taking advantage of?

Gainsight PX → Other Applications: Gainsight CS: Gainsight PX can automatically pass usage data to your Gainsight instance to empower Gainsight users to build best-in-class account health score and as an input for relevant CTA's Zendesk: Zendesk users are able to see what the user associated with the Zendesk ticket was last doing on the application with PX tag installed. Zendesk makes a call to PX to gather the last user activity belonging to a ticket you're looking at. AWS S3 Export: When a connection to your S3 bucket is configured, Gainsight PX will periodically export user, account, and event data rollups to the S3 bucket in the format (JSON, XML or CSV) you choose Slack: When a connection to Slack is configured, Gainsight PX periodically sends the information about new User Sign-up, Email Engagement, Survey Completed, Feedback received, and Engagement Management Other Applications → Gainsight PX Google Tag Manager: This configuration is for thos

2
B
Shoshin
4 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Product Experience (PX)

Highlighting Best Practices in PX Engagements

We love to hear how customers are using our products to solve business challenges! To encourage you all to share your learnings and successes, we're selecting one Community post each month to highlight directly in an engagement for our PX users.  A few weeks ago, we setup the above engagement to highlight a post about how to create rotating PX dashboards and display them on a monitor in your office. It's awesome to see your creative and innovative ideas and to share them with your peers! So, start thinking about a PX best practice or success story that you can post here in the Community, and you might just see your article displayed in a future engagement!  

882
lila_meyer
Gainsight Employee: Grand Slammer
4 years ago
julie_pinto
julie_pintoRegistered User
asked in Product Experience (PX)

Question / Possible Feature Request: Does sharing PX reports deliver an email notification?

When you create + share a report, does the recipient get an email notification? An Account Manager wanted to know whether a new client had been using our product recently. I created this report to get her started and “shared” it with her. I thought she might get an email after I shared it with her, but she said she didn’t receive anything. I ended up directing her to this section within the reporting, where she found the report.  Is that expected behavior? If so, I’d like to submit a feature request for an email notification to be sent when a report is initially shared. My main driver is that this function would help broaden adoption of PX with stakeholders who may need some help getting started.

0
julie_pinto
4 years ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
posted in Product Experience (PX)

Question of the Week: Why do I see "Other" when reviewing my Path Analyzer?

 In Path Analyzer you will see the 10 features. The top 9 and all other features are grouped together as “OTHER”. Meaning if from Feature A -> users tend to go to 100 different features. You will see the 9 most common features on the screen explicitly, and all other 91 less common features will be grouped as "others".   Hope this helps,PX SUpport

0
michael_sweeney
Veteran Rookie
4 years ago
M
mhsilverRegistered User
asked in Product Experience (PX)

PX & SFDC Integration - User Flow Strategy

Challenge/Background:We have Opportunity records in Salesforce with lead contacts types that then turn into normal contact types once the Opportunity is Closed-Won. Those contacts then get created in our SaaS product which get pushed to PX. In addition to the core contacts from our Salesforce Opp records, we have new contacts created in our SaaS Product, but are not accounted for in SalesForce yet -- which is problematic. Open Questions:Can we create a new user in our SaaS product, push it to PX, then push the record from PX to SFDC if there’s no record yet in SFDC? I can see with the SFDC<>PX Integration, there’s push/pull options for various fields, but is this possible if the user record only lives in PX and not SFDC? What is the best way to ensure all users in PX match in Salesforce?

2
christopher_sanderson
Veteran Rookie
4 years ago
cfetter
cfetterRegistered User
published in Product Experience (PX)

[Webinar] How To Increase Product Adoption With Intelligent Journey Mapping

Journey mapping can reveal SO much, yet many don't carve out the time to do it. Make it an end of year goal to do a thorough journey map! Watch this webinar to head into that project with a few tips and tricks from Nichole Richards, Director of Client Services at Rosetta Stone, and Tyler McNally, Director of Customer Success at Gainsight. They describe in detail how they work with customers to ensure that product adoption continues to increase. In this webinar, you’ll get actionable methods to boost adoption by: Intelligently mapping the customer journey Reaching out at the right time with the right message Tracking, analyzing, and understanding usage data to measure improvement https://www.gainsight.com/event/how-to-increase-product-adoption-with-intelligent-journey-mapping/

851
harshibanka
Veteran Rookie
4 years ago
alextran
Veteran Rookie
alextranVeteran Rookie
published in Product Experience (PX)

Tip of the Week: Viewing Trending NPS for Accounts

Interested in viewing NPS trends over time for specific accounts? You're in luck! In order to view NPS trend, navigate to Analytics > Survey Performance > Select the specific survey you want to view trending NPS for. Click 'Show By' 'Overview' > Filter by the account on the right-hand side. By now, you should be seeing an overview of your account's NPS. The last tile as shown below provides the NPS trend. The slanted lines show the ups and downs by date.

520
alextran
Veteran Rookie
4 years ago
O
oskarmelkingRegistered User
asked in Product Experience (PX)

Comma separator for numeric value tokens in engagements

Hi all - I am trying to create a comma separator format for numeric values that I am putting into engagements using tokens. When I put our current numeric values from custom account/user attributes into a engagement, the standard format is XXXX.0 (E.g. "You have collected 1043.0 emails with our platform). I want a way to automatically show the format with comma separators - X,XXX instead of XXXX.0 (e.g. "You have collected 1,043 emails with our platform"). Currently to remove the decimals we convert the custom attribute to a text field and send over "XXXX" (e.g. 1043), but haven't figured out how to do the comma separator. My BI guy is saying that we can't put commas in the format as commas are used to load the data format. How can we solve this issue? Below is an example. The example tag we use is {{Account.EmailsCollectedLast31Days|}}. When we convert the data attribute to text, we are able to get rid of the decimal, but we can't get the co

1
harshibanka
Veteran Rookie
4 years ago
julie_pinto
julie_pintoRegistered User
published in Product Experience (PX)

How we could help our non-data-fiend friends :)

Good news and bad news. Good news: One of my non-data-fiend colleagues pulled her own report in GPX without my help following these instructions! Bad news: This community site crashed while I was writing this and I lost my whole post. Lucky for you, I used this opportunity to simplify it. My colleague was very excited to find the information she was looking for on her own! Based on how she described the process, I have some feedback for how PX could help users who don't love to hang out in data tools all day long 🙂 What I noticed is that while she eventually figured it out, she got confused on the best order to configure reports. There are so many "knobs and levers" that she would get lost in the process. It made me wonder: Could PX (through user docs, engagements, the Knowledge Center, etc) be more prescriptive when it comes to the recommended order of configuring reports? One simplified recommended order could be: When? What? What data do you

753
julie_pinto
4 years ago
julie_pinto
julie_pintoRegistered User
published in Product Experience (PX)

Keeping a Pulse on Newly Released Features

A few weeks ago, we did a soft launch of a new flagship feature. I made (you guessed it) a custom dashboard to keep some tabs on it and determine if users were organically discovering it. Earlier this week, we presented the feature at a partner's conference for their users. It occurred to me that I could take the same custom dashboard and add a widget filtering down to that partner to see our conference presentation's impact on usage. The blue arrows indicate when we presented the feature. As you can see, there's a clear jump in feature usage right away! On another note, a use case for a feature-focused custom dashboard would be to do the following: Release new feature Create A/B testing groups (this would probably have to be done on an account level, as you can't filter by segment) Create custom dashboard with widgets measuring the usage of new features, with each widget filtering down to a testing group Let the feature run to measure orga

1057
julie_pinto
4 years ago
T
tmartin2126Registered User
published in Product Experience (PX)

How to Improve Your Product with Customer Feedback You Already Have

Thursday, October 17 | 11:00 a.m. PT (2:00 p.m. ET) https://www.gainsight.com/event/how-to-improve-product-with-customer-feedback-you-already-have/ You want to build a product your customers love. Luckily, they're eager to tell you exactly what they desire. But if that’s the case, how come so many products aren’t keeping up with customer needs? There’s a fundamental gap between the collection of customer feedback and product roadmap development. Most companies have a ton of valuable sentiment data at their disposal just collecting dust! Join Andrej Danko, VP of Product at productboard, and Travis Kaufman, VP of Product Growth at Gainsight, as they share how you can maximize the value of feedback. They'll take you on a journey following customer feedback from submission to creation as a new product enhancement. In this webinar, you'll learn: Properly collect and prioritize customer feedback. Perfect the handoff of feedback. Incorporate feedback into your product ro

431
harshibanka
Veteran Rookie
4 years ago
lesliediephuis
lesliediephuisRegistered User
published in Product Experience (PX)

Tip of the Week: Embedding a video from Google Drive in an Engagement

I had a customer that wanted to embed their onboarding videos from Google Drive into an In-App Engagement. Here are the steps I provided them: Prerequisites   The file can be any video type but must be under 10MB You need to set your Google Drive share permissions for the file so that your users will be able to see the video. Steps:   Open the video from GDrive (which will by default provide a Preview of the video). From the top right corner menu select Open in new window. Once opened in the new window select the menu again from the top right corner and choose Embed item... Copy the Embedded Item Code into your clipboard Click on the Code View icon from the engagement editor pane, and paste the code into the location where you want the video. In the example below, the video will be at the top of the dialog window. (optional) adjust the width and height in the inserted code. Unselect the Code View icon to see the results:

1683
neil_james_reviewpro
4 years ago
J
jshowe8Registered User
asked in Product Experience (PX)

Gainsight PX API save app process time duration

I am trying to leverage gainsight PX API so that I can POST information about how long a certain process takes (from the backend). So basically, I will have a call in Java that determines the time from method 1 until the app gets to method 2, then save that time somehow to Gainsight (along with other information like which process this was and possibly user information). Is this possible? And how do I achieve this?

3
angelo
Shoshin
4 years ago
cjacksonfe
Veteran Rookie
cjacksonfeVeteran Rookie
asked in Product Experience (PX)

Engagement End Tour

Hello Folks! I'm attempting to build out a guide engagement in PX, and I have 1 dialog and a few tooltips beyond it. On each tooltip, I'd like to add the option to exit the tour, or say 'got it' or whatever button text, but the option to select Exit Button is greyed out until the last step in the guide. Is there a means to include an exit on each step?

2
cjacksonfe
Veteran Rookie
4 years ago
A
avinashthorthiRegistered User
asked in Product Experience (PX)

Continent field in the "Inferred Location" section is correct to fetch the Audience.

The docs needs to be updated to let the customers know that "When they query the audience using the query builder, they need to select the Continent under the Inferred location section and not the continent under the "Location and Account Location". If they apply the remaning sections, the customer will not view any user records. thanks, Avinash.

1
lila_meyer
Gainsight Employee: Grand Slammer
4 years ago
cjacksonfe
Veteran Rookie
cjacksonfeVeteran Rookie
asked in Product Experience (PX)

Product Analyzer

What does "Other" indicate in the Product Analyzer flow? Are they unmapped features? If they are, how can I map them out so my path is clear?

3
michael_sweeney
Veteran Rookie
4 years ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
published in Product Experience (PX)

Question of the Week: Why do my features not show up in the analytics?

Hey everybody, This question came up while a customer was testing a new feature. While trying to verigy it was working correctly they were not seeing this feature in the analytics. This is because with the filter "Last 7 days", today is not included. If you add a custom filter to include todays date you will now see data. Hope this helps. PX Support

240
michael_sweeney
Veteran Rookie
4 years ago
A
avinashthorthiRegistered User
asked in Product Experience (PX)

Ability to add the Lookup field(SFDC) in the SFDC integration.

Currently while we integrate SFDC with the PX, we have only the 4 types supporting (String/integer/ boolean/ number). While we search for the fields in the SFDC to map, the lookup fields doesn't show up. We should enable the "lookup" fields also to show up for mapping. Can we add the Lookup(alphanumeric ID) also to be mapped with the string type in the integrations.

1
dileepnalla
Gainsight Employee: Team Captain
4 years ago
bdatangel
bdatangelRegistered User
asked in Product Experience (PX)

Issues with referral (UTM) triggered engagements

Hi folks, One of our growth initiatives is to have numerous out of product nurture campaigns. We have open and click rates from our email providers, but want to track and launch an engagement once logged in within GPX. We've tried utm referrals with emails sent from Hubspot and Sparkpost. We've experimented in the following ways, but still haven't had any luck: Shortening the UTM Placing the full and shortedn UTM link with attributes as the "URL" and the "Referral" Removing the UTM all together Has anyone else experienced the UTM breaking or not being respected when triggering an engagement?

3
link_black
Gainsight Employee: MVP
4 years ago
link_black
Gainsight Employee: MVP
link_blackGainsight Employee: MVP
published in Product Experience (PX)

Tip of The Week: Turning Engagements On/Off within different Product Environments when manual Engagement editing is not permitted/preferred

I recently worked with a PX customer that needed an automated way to enable Engagements within their Production environment. Their high-level, immutable requirement was as follows: When a fully tested and approved PX Engagement is ready to be enabled within the Production environment, no additional manual editing of the PX Engagement is permitted as part of our fully automated (scripted) Production deployment/update release process. If you do not already know, there is not currently an Engagement API available to can be used to modify/update and existing Engagement. When this Engagement API is available in the future, other options will be possible. However, working with the current PX version, here is what I was able to suggest... --------------------------------------------------------------------------------------- Assumptions The customer's Staging environment’s Product used to fully test, validate, and approve the PX Engagement for release is identical to the custo

831
harshibanka
Veteran Rookie
4 years ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
posted in Product Experience (PX)

Question of the Week: How do I trigger the display of an Engagement ONLY if a user has completed a specific sequence of steps?

For the given scenario, we were able to suggest creating a feature on a Submit button, then use that feature in the Audience Condition along with URL. This allowed the user to follow the specific steps and only see the engagement once complete.

0
michael_sweeney
Veteran Rookie
4 years ago
cjacksonfe
Veteran Rookie
cjacksonfeVeteran Rookie
asked in Product Experience (PX)

Webinar/Video Integration

Is there a means to integrate video hosting sites, like Vidyard? The use case I have is we have videos/webinars that we'd like to include into the Knowledge center bot, under it's own category. I could add them all manually, but that's kind of a pain, and a gap wherein any updates/removals to the existing content on vidyard might break things unless I manually go in and change it myself.

1
mickey
Gainsight Employee: Rookie
4 years ago

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