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Product Experience (PX)

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

  • 702 Topics
  • 1,411 Replies
702 Topics
shireesha_reddy
shireesha_reddyHelper ⭐️
asked in Product Experience (PX)
Ability to filter the Users based on Desktop browser v/s Mobile Browser

If a user logs into the application where Web app-tag (Tag-key-2) is configured, we would be able to track that user information even though the application is being used from the Mobile Browser.  But we won’t be able to distinguish whether it is from mobile browser or from the Desktop browser. Because both browser information is displayed as same in the Recent activity of the User. So it would be helpful if we have the ability to separate the both browsers or can be able to filter out the users who are using mobile browser and who are using the Desktop browser. If we can achieve this condition we can also send separate engagements for users in different browsers, that would be helpful.  

2836
harshibanka
4 years ago
dileepnalla
dileepnallaGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
Having confusion over the tracking of Lead and User in Gainsight PX?

Query:How do I track my Lead on the website and how will I identify the lead as user when he sign up to my webapp in Gainsight PX. Explanation: PX has two tags:  Website tag --- “Tagkey-1” WebApp tag --- “Tagkey-2” Website tag should be configured on your website which will not have the identify call, where as Webapp tag will should be configured on your webapp which will have the identfy call   Behaviour/Process of Identifying the Lead and User Please go through this Image that helps you with flow: Lead and User Flow inside PXThanks Dileep Nalla  

971
harshibanka
4 years ago
adamrz
adamrzContributor ⭐️⭐️⭐️
asked in Product Experience (PX)
Saved PX reports do not retain feature/module drill down

When creating a report, often times I want to retain the level to which I’ve drilled down on a feature/module level. However, after drilling down and then saving a report, the saved report only reports on the top level. Is there a way to fix or address this? It’s frustrating to have to drill down on the report every time. Here is a video showing this:https://www.loom.com/share/adffeab63f2b4886ba0671935818cd40  

391
dileepnalla
4 years ago
J
jrivaContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
C360 Usage Section - DAU, Total Users, Unique Features Segment

We’re pulling usage data from PX and have the widget below in our “Usage” section in C360. Can someone explain to me the differences between High, Medium and Low? What are the criteria for each category?    

1173
J
4 years ago
H
hilaContributor ⭐️⭐️
posted in Product Experience (PX)
Exit criteria for a cta

I am not sure if this a product idea, but it would be great to have an exit criteria for any kind of in app messages. Use case, when we introduce a new feature and would like users to read about it, or take a survey but t the moment they see it they don’t have time so they don’t click on the cta, learn more/ take a survey…Once the user clicked we don’t want to bother any more and it ‘s ok to stop showing the message. But if the user never clicked on the cta we would like to give them a second and third chance to learn more and click on the cta. Is it in your road map? What other options do you have for such a use case?   Thanks Hila

582
sai_ram
4 years ago
H
hilaContributor ⭐️⭐️
asked in Product Experience (PX)
In app message - multiple emails to upload

what list/ file I can use to enter multiple emails in the audience, need more than a 100 email to add

774
sai_ram
4 years ago
J
jrivaContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Add SFDC Custom Field to SFDC Connector

I want to bring the CSM field from SFDC into PX so I can map it at the account and contact level, but it’s not one of the available field to map.  Does anyone know how I can add this custom field using via the connector? I want to know who the CSM for accounts and contacts.   Thanks!

1005
sai_ram
4 years ago
Julie-Pinto
Julie-PintoContributor ⭐️⭐️⭐️⭐️
posted in Product Experience (PX)
TOTW: So You're About to Release a New UI... what about PX?

Picture this scenario: you’ve instrumented PX, you’re getting lots of great data and launching sweet engagements. That PX life is good. But wait… you’re releasing a new UI soon! What does that mean for everything you’ve built in PX? Will you be able to get data on the impact of the UI change on other KPIs? If this sounds relevant to you, keep reading.  Note: the core of this content is thanks to our very own CTO of PX, @mickey, so you know it’s good stuff!    Launching a new UI usually is done side by side with decommissioning the old UI. One piece of advice is to use GlobalContext and pass the uiVersion so you can use engagements and measure retention from the point in time the new UI was changed. With regards to the Product Mapper - it depends on what you want to achieve with analytics/engagements moving forward (especially analytics). Option I Within the same mapped feature, add another mapping rule so the feature and structure stays the same and it's agnostic to the change Option I

1011
lila_meyer
4 years ago
dileepnalla
dileepnallaGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
PX: How do track Drag-Drop events using Gainsight PX

Hello PX Users! PX tracks the click events by default. Are you bothered about tracking the drag-drop events on your application? No Worries! Here I am sharing the video on how to track the drag-drop events that take place on your application. This can be achieved using the PX custom events. Video: https://share.vidyard.com/watch/p28cvBn1zBSyW2xyp4iZLN? Help doc for Custom events : https://support.gainsight.com/PX/API/04Use_Custom_Event_API   Thanks Dileep Nalla  

711
link_black
4 years ago
Julie-Pinto
Julie-PintoContributor ⭐️⭐️⭐️⭐️
posted in Product Experience (PX)
Tip of the Week: A Quick Way to Enrich Your Event Data

Hi PX Tribe!  Julie Pinto here… you may remember me from my customer posts, but now I’m writing to you as a member of the PX Client Outcomes Team! SURPRISE! Guess I liked PX so much I wanted to join the team  For my first tip of the week, I wanted to share a simple idea I had to better characterize the features in the Product Mapper.  In the Product Mapper, you create Features and use PX reports to measure those features by events, unique users, unique accounts, etc. But not all features should be measured on the same scale. For example, a page in your product will generate far more events than a button click.  One quick way to better understand what each mapped feature means is to use an abbreviated naming convention at the beginning of each feature: View (V): use this for simple page views, mapped with URL rules Example of Mapped Feature: V - Create New Dashboard Page Navigation (N): use this for buttons that indicate the user moving from one area to another, such as menu buttons,

1831
harshibanka
4 years ago
K
khanumContributor ⭐️
asked in Product Experience (PX)
Top users for a time period

Can we see the top users for each account? For example, the top 10 users for the time period within an account.

611
prashant_mathapathi
4 years ago
shireesha_reddy
shireesha_reddyHelper ⭐️
posted in Product Experience (PX)
Tip of the week: Working of Events Recorded widget in Dashboards

Hi All, Explanation on how “Events Recorded” Widget works on PX Dashboard. I felt it would be better to have a community post regrading this because the count is quite confusing after applying the filters.   The “Events Recorded” widget counts “ALL” the events that has been recorded for the particular product. If there isn’t any filter applied then it is simply the count of all the events. But If we apply any filters, Events widget will be displaying the count of “ALL” the events for the qualified users. Note: Applying the filters will be used to narrow down the qualified audience.   For Example, 1. Assume we have events like Dancing, Singing, Playing, Sleeping, Cooking, Running 2. Assume there are a total of 200 Audience 3. We have 150 users that belong to Tenant T1. (When applied Tenant filter, 150 audience will be qualified) 4. Out of qualified 150 users, assume only 50 users have the event of singing. Now the qualified audience will be 50. 5. The dashboard widget shows the count of

1692
prashant_mathapathi
4 years ago
J
jrivaContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Export Adoption Reports?

Is there a way to export adoption reports, or do you have to log into PX to view reports?

1234
harshibanka
4 years ago
G
GlenLipkaContributor ⭐️
asked in Product Experience (PX)
Multiple attributes mapped in one selector

Let’s say you have this element: <div data-gs=”something” title=”Edit Button”></div> In standard CSS, I can write div[data-gs=“something”][title=“Edit Button”]   In Gainsight PX, can I write a selector the same way?  div[data-gs=“something”][title=“Edit Button”]    Thank you, Glen Lipka

3341
dileepnalla
4 years ago
J
jaap_groenContributor ⭐️⭐️
asked in Product Experience (PX)
Capturing UTM parameters with the PX website tag

I'm curious to know whether someone has been succesfull in capturing UTM data for tracked users in PX? We would like to segment users in PX based on original UTM referrer (source, medium,campaign etc), in order to report on marketing campaigns and best performing traffic channels for new/trial users. I know that the 'web site tag’ allows for  tracking user activity from anonymous to lead to user, but I could not find a way to also capture UTM data from these anonymous visitors. Thanks! Jaap

2161
prashant_mathapathi
4 years ago
prashant_mathapathi
prashant_mathapathiHelper ⭐️⭐️⭐️
posted in Product Experience (PX)
PX Release Notes December 2019

Hello everyone,   The PX Release Notes for December 2019 is now live. You can view it from the following URL: https://support.gainsight.com/PX/Release_Notes/PX_Release_Notes_December_2019  

390
prashant_mathapathi
4 years ago
cjacksonfe
cjacksonfeHelper ⭐️
asked in Product Experience (PX)
URL Redirect in KCB

My company uses two different URLs to access the same product geographically. Within the KCB configuration, if I’m including a guide engagement it wants me to enter in a URL redirect, but I don’t know the syntax to add multiple URLs to the URL Redirect field for that - am I missing something?

1783
prashant_mathapathi
4 years ago
john_apple
john_appleExpert ⭐️
asked in Product Experience (PX)
Integration between Gainsight PX and Salesforce Knowledge?

We recently implemented Salesforce Knowledge to track solutions to common workflow questions and troubleshooting scenarios. I'm curious to know if there is any integration or planned integration between Salesforce Knowledge and Gainsight PX. For example, if a Salesforce Knowledge article is created and accepted that information could be used to populate a guide or in-product doc via Gainsight PX without have to manually port over the information. Thanks!

1315
john_apple
4 years ago
alb
albContributor ⭐️⭐️⭐️⭐️
asked in Product Experience (PX)
Saved / Shared Path Analyzer Reports Don't Persist Step Depth

I've got a bunch of reports rotating on a screen in our office, and one of them I was hoping would be a path analyzer report. I only want to visualize 2 steps, but upon saving and/or sharing this report the steps are set to default of 5 after any kind of refresh. Please make all settings a part of the save/share functionality.

665
harshibanka
4 years ago
alextran
alextranHelper ⭐️⭐️
posted in Product Experience (PX)
Our First PX Office Hours | Thank You!

Hi everyone!   We held our first PX office hours yesterday, Dec 10! Thank you to all that joined the call! Here were some of the key questions and topics discussed: Passing NPS survey scores to SFDC Best practices for email engagements appearing correctly on all devices How to target specific users via engagements Setting max number of engagements in a given time frame (throttling) Identifying potential churn risks / red flag accounts Here is the recording of the call: PX Office Hours - Dec 10, 2019   We will plan on having our PX office hours on a bi-weekly cadence starting the second full week of January. Announcements will be made on this PX Community and in-app dialog in your PX instance! Hope to see you in 2020!  

402
sai_ram
4 years ago
M
mhsilverContributor ⭐️
asked in Product Experience (PX)
Map individual NPS Scores at the User Level to Salesforce contact record

I see there are NPS related fields within the Account record in PX to map to Salesforce, but how do I map individual NPS scores from PX to salesforce?

573
harshibanka
4 years ago
Jef Vanlaer
Jef VanlaerHelper ⭐️⭐️
posted in Product Experience (PX)
Users drop off when they need to take an action

About 1 month ago, we launched our first in-app guides. Looking at the engagement analytics, it appears that all goes well as long as users can just click a "Next" button. When they are asked to click a button in the app or take a (simple) action to proceed to the next step, about all of them seem to drop off the tour. Did anyone experience anything similar? Are there any guidelines or best practices to overcome this?

1022
Jef Vanlaer
4 years ago
alextran
alextranHelper ⭐️⭐️
posted in Product Experience (PX)
Announcing PX Office Hours!

Hi everyone! We are announcing the launch of PX Office Hours to better serve our customers and be more available for you! This will be similar to webinar-format, where you come with your questions. The goals of office hours are to: Help you become well-equipped with best practices and product knowledge Answer any how-to, strategic questions you may have Meet and learn from your fellow PX customers This will start bi-weekly in December and January, and weekly thereafter. They will be interactive sessions including two members of the Gainsight PX Customer Success team facilitating.   Please submit your questions below as replies to this post, and we'll address them during our session, or join the meeting.   The FIRST session will be held on: Tuesday • Dec 10, 2019 9 am PT   / 10 am MT / 11 am CT  / 12 pm ET   Please register for PX Office Hours on December 10th at: https://attendee.gotowebinar.com/rt/5988471792135713036 After registering, you will receive a confirmation email containing

450
alextran
4 years ago
harshibanka
harshibankaGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
Good Read: How to find, buy, and implement the right tools for your growing business

One of our PX Customers - Al Bsharah, VP of Product Strategy @ Seismic shared on Medium the process he follows in finding, buying the implementing the right tools in his 20 years of tech experience. The key take-aways, to read more, you can visit this link: Commit to your process, until the tool is absolutely necessary Select and commit to the tool evaluation process Build a shortlist and dig into the technologies Decide on — and commit to — the tool that wins Being one of Al’s vendors, we clearly passed this test of his ;) thanks for acknowledging Gainsight!

130
harshibanka
4 years ago
harshibanka
harshibankaGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
The Ultimate List of Product Management Resources

One Stop Shop for all Product Managers interested in reading/learning/staying up-to-date : https://www.gainsight.com/blog/the-ultimate-list-of-product-management-resources-books-blogs-and-more/

160
harshibanka
5 years ago

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