Product Experience (PX)

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

  • 643 Topics
  • 1,294 Replies

643 Topics

E
Shoshin
ElliShoshin
asked in Product Experience (PX)

Align Slider engagement to the right of the screen

Hi every one,I want to present the Slider engagement. But i dont want it to be in the center of the screen.There are no built in options to set the position of the slider 😭Any workarounds that ?Alternatively, is there a way to get a ‘slider’ behavior using Guide engagements? i have sevral ‘slides’ for the same UI element i want the user to cycle through, the problem is that when the user clicks next, the whole engagement dissapears and reappears on the same spot… anyway to change that?

1
Surendra
Gainsight Employee: Team Captain
3 months ago
K
Shoshin
kaitlyn.burke.pmShoshin
asked in Product Experience (PX)

Drag and Drop is cancelling onboarding flow

Using v2 Guide, we are trying to create an onboarding flow for a new feature. Our onboarding journey is being cancelled mid way through when drag/dropping the new feature, which is required for the journey. Any insights as to how to remedy this? 

3
Surendra
Gainsight Employee: Team Captain
3 months ago
B
BevyProductRegistered User
asked in Product Experience (PX)

NPS template comment misaligned

Hello. First time post for a new Gainsight customer.  We’re in the process of implementing an NPS engagement survey and using the main template. The template clearly shows an outline around the comment box with the submit button center aligned underneath it.However when previewing or viewing on an actual site, the outline is removed and Submit button alignment Is no longer in place. Has anyone had this issue before and if so any tips or advice to get this show as it should be.Thanks

1
Surendra
Gainsight Employee: Team Captain
3 months ago
A
amberkaneRegistered User
asked in Product Experience (PX)

Backfill Limits in Product Mapper

When using the backfill option in product mapper, we’ve received an alert that the max quota for the feature as been reached. Does anyone have more details on what the limit is? 

3
rterakedis
Team Captain
3 months ago
AngelaBrown
Gainsight Employee: Rookie
AngelaBrownGainsight Employee: Rookie
posted in Product Experience (PX)

🫣 How to view NON Usage Data in CS

If you’re a data nerd like me, 🤓  it can be quite exciting to see PX usage data in CS. No longer do CS team have to remain in the dark to find answers to burning questions, like:“What are the most popular features?” “Who are my customer’s power users?” “What engagements are getting the most views?” The benefits of gaining access to usage data in CS are endless. But what about NON-usage data? CS teams have often ponder questions like:“What users have NOT seen the PX NPS Survey engagement?” CS teams may choose to email NPS surveys via a Journey Orchestrator to those users who have not seen the in-app survey engagement  “Who has NOT used any golden features this month?” CSMs could use this information during a customer’s Executive Business Review Valuable NON-usage data like this requires some additional configuration to become visible in CS. Let’s consider the use case below to explore how: Users are onboarded via a series of in-app PX engagements. The CS and Education teams would like

0
AngelaBrown
Gainsight Employee: Rookie
3 months ago
kathleenkenny23
kathleenkenny23Gainsight Community Manager
posted in Product Experience (PX)

We want to see YOU take the stage Pulse 2024! Calling all PX Friends!

   Hello Gainsight PX Family! We’re gearing up to have an incredible Pulse this year in St. Louis (new location!) and we want YOU to share your story and take the stage!  This year’s Pulse is really focused on Customer Impacting SaaS - this includes Customers Success, Product, Community, and Customer Education!  💫 HERE is our speaker nomination form💫 We often get a lot of questions around “How can I set myself up for success to get selected to speak at Pulse?”  Well, we’re here to help!! I'm going to list out some advice to help set you up to increase your chances of being selected - it doesn't need to hit all of these points, but the more the better! Format - Problem, Solution, and Outcome Keep in mind the power of storytelling with data!  Avoid using vague statements like “We saw a HUGE increase in X” but rather “We decreased X by Y% which resulted in $Z/ #Z, etc...Problem/Challenge - What did this situation look like before you intervened with Gainsight products (with measurable b

0
kathleenkenny23
3 months ago
M
Shoshin
mwigozkiShoshin
asked in Product Experience (PX)

Session Replay in PX

Hello,I’m wondering if it’s on the GainsightPX roadmap to track session replays. Seems like there’s a lot of consolidation in this space with competitors recently announcing this capability.Thanks! 

7
C
Gainsight Employee: Rookie
3 months ago
M
Shoshin
MikeMorenoShoshin
asked in Product Experience (PX)

Dialog Embed Option

Hi AllCould someone give me an example of how to embed a dialog into html page? I have only succesfully managed to this using selector [attribute=”xxxx”].I have not be able to successfully use class names using syntax .className etc.Best regardsmike.

2
AngelaBrown
Gainsight Employee: Rookie
4 months ago
A
Amin_edgeRegistered User
asked in Product Experience (PX)

Define audience rule based on CTA

I have an issue which seems quite easy and straightforward to implement, but with no solution! I have created a PX engagement (dialog) which includes a link, and I want to show it again only to the users who have not clicked on the link! But there is no way to set a rule that defines CTA < 1. What should I do?

2
Surendra
Gainsight Employee: Team Captain
4 months ago
S
Shoshin
Simarpreet SinghShoshin
asked in Product Experience (PX)

Do URL wildcards work for subdomains?

As the title says, can I use a wildcard for a subdomain while setting up a URL rule?We have URLs with different subdomains depending on certain factors/environments: subdomain1.company.com, subdomain2.company.com etc.Let’s say I want to track a page which would have URLs like subdomain1.company.com/testfeature, subdomain2.company.com/testfeature and so on.Do I always need to add an OR condition for URLs while setting up tracking for this feature or can I use a wildcard?Also, let’s say that so far we were only tracking subdomain1.com URLs for all our features but need to change the rules to track both subdomain1 and subdomain2 (Or a generic variation if possible), is there an automated way to do this or would I manually need to change the rules for all features? 

1
Stuart
All Star
4 months ago
Sruthimalla
Gainsight Employee: Team Captain
SruthimallaGainsight Employee: Team Captain
published in Product Experience (PX)

5 Basic Engagements in SaaS - Getting Started with PX Guide!Blog

Hello Gainsters and Gainsight Fam!!🤗Today, let’s focus on what are the 5 basic engagements that can be launched in any SaaS company✌In the dynamic landscape of Software-as-a-Service (SaaS) companies, user engagement is paramount to driving customer success and fostering brand loyalty. One of the key strategies to achieve this is through well-designed in-app engagements. In this article, we'll delve into the concept of in-app engagements and explore five fundamental examples that every SaaS company can employ to enhance user onboarding, feature adoption, and overall customer satisfaction.😀 Welcome Message The user onboarding process sets the tone for a customer's journey with your SaaS product. It's crucial to provide new users with the guidance they need to navigate your platform effectively. The user onboarding message acts as a friendly and informative handshake, ensuring that users feel welcome and confident as they start exploring.User Segment: New sign-up users on their first vi

3089
D
Veteran Rookie
4 months ago
MBragle
Gainsight Employee: Shoshin
MBragleGainsight Employee: Shoshin
posted in Product Experience (PX)

Integration Time: Connecting PX and CC

Don’t you just love when things work well together? Peanut butter and strawberry jelly. Peanut butter and banana. Peanut sauce and chicken satay. Maybe I need to go make a snack….My point is, I think peanut butter goes well with most things and I also appreciate when something I’m passionate about has multiple ways it can be used. Now that I’ve had a snack, let me get to what I want to review today. Gainsight Product Experience (PX) and Customer Communities (CC) are two powerful tools that can be used together. By connecting these via the available integration, you can create a more seamless and personalized experience for your customers. One of the benefits of the integration is that it allows you to display community content in the PX powered knowledge center bot and pull in specific content from the customer community, such as the latest questions and discussions. Setting up the integration was something even I was able to do so I want to provide you with some best practices and str

2
Jennifer Gladden inSided
4 months ago
mmarques
All Star
mmarquesAll Star
asked in Product Experience (PX)

Is there a way to show an engagement if people have not seen another engagement?

I want to show an announcement about our KC bot only to people who have not yet opened an engagement in the KC bot.I am able to use the engagement rules to set the announcement  to show 2 days after they see the previous announcement. But I don’t see how to exclude people who already opened one or more engagements in our KC bot.

3
JayS
All Star
4 months ago
K
Shoshin
kaitlyn.burke.pmShoshin
asked in Product Experience (PX)

How to use hotspots in V2 guide

Hi there - I am trying to great a new feature engagement using the V2 editor. How can I use hotspots to guide my users through the engagements? Are buttons my only option? If I can’t use hotspots in V2, can I switch my editor to V1 and save all the styling work in my draft? 

7
JayS
All Star
5 months ago
M
Shoshin
MikeMorenoShoshin
asked in Product Experience (PX)

KC and Articles using JS

Hi, I'm trying to create an KC article as card that invokes a chat bot.  Any recommendation on how to do this? I dont know what to use hyperlinks as the experience is not great. We have tried doing onclick event, but it appears this is stripped out from the KC article.  

2
M
Shoshin
5 months ago
K
kripesh.thekkayilRegistered User
asked in Product Experience (PX)

KC Bot icon size

Is it possible to reduce the size of the bot icon? Sometimes it can get in the way of other UI elements, especially when there are a lot of them to scroll through on product pages.

2
L
Veteran Rookie
5 months ago
M
MTadrosRegistered User
asked in Product Experience (PX)

Any Tooltip tips for iPad?

Hi there,New to Gainsight, and first time posting. Scrambling a bit to try to get my first in-app campaign pulled together.I’ve made some progress, and I’m at a point where I’ve created a tooltip, and am able to preview it in-app.The challenge I’m facing at the moment is that the location of the tooltip is a bit whack (centered below the ellipses button, bleeding off the screen, and detached from its little arrow) and I’m not sure how best to reconfigure it. The template editor seems to lack any features that would allow me to position the tip in a logical position (to the right of the button, with the arrow pointing left, to the button). I get the sense that maybe this is possible with CSS, but my CSS skills are non existent.Looking for suggestions for documentation, other threads, or any other places where I might be able to find some code snippets that I could tinker with?Thanks in advance for any assistance! 

1
M
5 months ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Product Experience (PX)

How Gainsight Uses CS + PX to Understand Our Customers

It’s no secret that Gainsight “drinks our own champagne,” including using PX to track our clients’ usage of our Customer Success (CS) platform. In these last few months, we’ve seen usage rise for all customers across the board: Weekly Active Users have grown by 21%; CSMs not traveling means they spend more time on Gainsight The use of Gainsight CS has gone up >70% in these past 3 months Average Days Active by users in our product increased >8% For more insights about how we use PX to understand our CS customers, click here. 

1111
ajprince
Veteran Rookie
5 months ago
Surendra
Gainsight Employee: Team Captain
SurendraGainsight Employee: Team Captain
posted in Product Experience (PX)

Back to Basics - PX - Query Builder

If you are ever stuck on getting some data or doing a use case analysis on PX, you might often hear your CSM coming with an answer “You can do it using Query Builder!”. How can Query Builder help you?If you need in-depth answers about usage, compare usage across different values, or something that is not readily available in UI and it is also very easy to use.Let's break the query builder piece by pieceSo the moment you click on query builder in analytics, it opens a page live below with the default 7 days of the data set. Add an event button and add audience section button.Query BuilderWe can break down the query builder in 6 sections like in the image above, and discuss them in depth.Date range - Set the date range you want the data to reflect for the data you want to look at. You can set daily, weekly, and monthly. By default you would see 7 days.   Add event section is where you will utilize being tracked or pushed into from PX from a utilization perspective such as custom events,

3
Surendra
Gainsight Employee: Team Captain
5 months ago
rterakedis
Team Captain
rterakedisTeam Captain
asked in Product Experience (PX)

How are you raising visibility of Survey Results within PX?

We’re looking at some of the survey capabilities for PX, but I’m at a loss as to how I can put the results in front of Product Managers.   Ideally, I wouldn’t want to force them to manually come check the Survey Results page in Analytics on a Weekly/Monthly basis.   However, I can’t seem to find a good way to get the survey results emailed to them on a regular basis.  Additionally, while i see a Dashboard widget that shows the “guage”, it doesn’t appear like you can put the open feedback text in some type of list on a dashboard.Appreciate any guidance any of you might have on how your helping your product folks get visibility into the Survey Results.  

3
rterakedis
Team Captain
5 months ago
Snigdha Adiraju
Gainsight Employee: Shoshin
Snigdha AdirajuGainsight Employee: Shoshin
posted in Product Experience (PX)

Recording: Charting the Way to Success: How Autodesk's Used Gainsight PX to Steer Users Toward Product Adoption

Autodesk, a powerhouse in diverse industries, including architecture, engineering, construction, and design, made significant waves in the realm of Saas solutions within their water portfolio. But with great power came a set of unique challenges, particularly concerning user onboarding, adoption, and customer retention. Here's the journey they embarked upon: 🌐 Introduction to Autodesk and Its Water Portfolio: Autodesk, has a wide product range that serves various industries. With a focus on their water product portfolio, including Saas solutions, their aim was to provide groundbreaking solutions in a competitive landscape. 🔑 Challenges and New Product Launches: They faced headwinds concerning user onboarding, adoption, and retention. This prompted them to launch new Saas products within their water portfolio. They started product launches in 2020 and 2021. 🛤️ Onboarding and User Journey: They believed that a seamless onboarding experience is key. Identifying user personas, setting c

0
Snigdha Adiraju
Gainsight Employee: Shoshin
6 months ago
J
jnatarajanRegistered User
asked in Product Experience (PX)

Creating a Badge button on application for feedback

Hello Everyone,  I would like to create a badge button on my application. For eg: A badget button for “Feedback” next to “Engagement”. When the user clicks on the button, it should open up a small feedback form with a couple of questions and when the user submits the form, there would be a thank you screen for the feedback. How do I create that?   

4
mmarques
All Star
6 months ago
Bhagi Mundru
Gainsight Employee: Rookie
Bhagi MundruGainsight Employee: Rookie
posted in Product Experience (PX)

How to track and report Drag and Drop elements?

Greetings Everyone!Do you have drag and drop elements in your application and want to track which element is dropped? We've got the perfect solution for you using Custom Events! By calling a function when an element is dropped and passing the information to PX through a custom event, you can easily keep track of your user interactions.Sample HTML Code:<div id="dropTarget" ondragover="allowDrop(event)" ondrop="handleDrop(event)"></div>Sample JS Code://Send custom event to PX when element is droppedfunction handleDrop(event) { const dropText = event.dataTransfer.getData('text/plain'); aptrinsic('track', 'Dropevent', {"droppedElement":dropText});}Result: If you have a canvas option in your app where users can drag and drop images or shapes and they can save their progress with a "SAVE" button. Wouldn't it be great to know how many elements they dropped onto the canvas when they hit that save button? Well, you can! And you can even track the individual count of each element t

2
Bhagi Mundru
Gainsight Employee: Rookie
6 months ago
JayS
All Star
JaySAll Star
asked in Product Experience (PX)

PX test emails not being received

I’m trying to send myself a test email from PX. I get a confirmation message that the email has been sent but I’m not receiving it. I’ve tried:Sending to both my work email and a personal email. Ensuring the sender email address is in my trusted senders list Checking my junk email folder Checking my company’s quarantine folder (I used to find them here)Any other suggestions? I would really like to see how the email is going to look before sending to users.

2
JayS
All Star
6 months ago
Surendra
Gainsight Employee: Team Captain
SurendraGainsight Employee: Team Captain
posted in Product Experience (PX)

🚨 Upcoming PX Webinar Alert! Amplifying & Evaluating Adoption. 🚨

Join us for an insightful webinar on "Amplifying & Evaluating Adoption," where we will delve into the strategies, tools, and best practices to enhance adoption rates and measure their effectiveness. In today's rapidly evolving landscape, achieving high adoption rates for your products, services, or initiatives is crucial for success. Whether you're a business leader, marketer, product manager, or educator, this webinar provides you with valuable insights and actionable takeaways. PX Crank Up Technicalities - Amplifying & Evaluating Adoption📅Date: 26th October🕒Time: 8 AM PT / 8:30 PM IST / 3 PM GMT📍Platform: Zoom  Key Topics Covered:🚀Strategies for Amplifying Adoption: Explore proven techniques and approaches to effectively attract and engage your target audience.🧑‍🎨User-Centric Design: Learn how user-centered design principles can significantly impact adoption and user satisfaction.📊Data-Driven Decision Making: Discover the power of data analytics in evaluating and optim

1
Surendra
Gainsight Employee: Team Captain
6 months ago

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