Product Experience (PX)

My team and I are trying to fully understand the behavior for intervals on guide engagements. Our use case is new user onboarding. As a user is new to the product we want to provide guides on the key pages of the product to instruct a new user. These guides will be bundled and displayed in a KCB for the user to self serve, but we want to use automatic display for the first few visits of the user to ensure they know they have these resources available to them.Desired behavior is to show an automatically triggered guide 1 time per day up to 3 times. With the ability to quit and not show if the user finishes the guide in the first or second viewing.Our current method for configuring this is as follows: Schedule > Qualification scope set to show 3 times with a day between and on completion quit. We believe this is the base of what we want. But the uncertainty arises with “intervals” and “occurrences” the documentation does not strictly define these terms or finish the written example to

We are trying to find a better way to differentiate between our products with product codes from SFDC. Is it possible to populate a custom attribute with multiple values? We have global context, but it does not define the multiple ways our products are broken down, i.e. standard, pilot, lite, etc.

Hi,We have a guide engagement with an embedded Vimeo video object. How do I set this up so I can track any interactions with the object? The video is available via other routes so the Vimeo tracking numbers aren’t capturing views just from the PX engagement.ThanksMorag

In reviewing the PX Analytics options available to me, I don’t see a way to track if a user clicks a link hosted within a KC Bot article. This seems like a gap and is likely something I am  missing. Does anyone have a workaround or guide for this? Thanks!

Hi Team, A suggestion from a customer is to include the locking ability for the filters used in the GS Home. Currently we are using the GS Home, and allowing the CSMs to customize the filters based on their preferences. Is it possible to do so? Otherwise, customer says this will cause a compliance issue within their organization. Thanks,Kiran DL1 Support

Under Position in Engagements, surveys, bot, in the Editor there is custom z-index available. what is this for and what value should be added here?

Guide performance isn’t an option. Funnel and Query Builder widgets don’t work, as you can only choose Viewed as Completed as interaction types. Closing the guide also counts as completed, so that metric doesn’t work. 

In the bot, I have a category for all walk-throughs, "Guide me to". Currently all the walk-throughs are showing together as one big list. I want to add sub-categories, so like a mini-menu, like Policies, Account, Admin, etc. and add each type of engagement to it. The reason so it is easy and clear for customers to locate the type of engagement they are looking for. How can I achieve this?  

Hi Gainsight PX Community,I’m designing an engagement where users must: Select checkboxes (e.g., required shifts) from the list below Return to the engagement to click "Next" and proceed with actions based on their selections. Problem: As soon as users click outside the engagement (to interact with checkboxes), the flow breaks or disappears This forces users to restart, creating a poor experience.  Also making the guide end midway, generating no value Questions: Is this a default limitation of PX engagements, or is there a setting to keep the modal open while users interact externally? Are there workarounds? Has anyone successfully built a flow like this? Example Use Case: Engagement Type: Guide User Goal: Select shifts from a calendar → Click on next → Actions based on selected shifts only

What action does the cross button X does on the NPS survey. Does it cancel it? If it is cancel, with the setting below will it show again in the next quarter? “Show me later” or snooze uses the same settings? If i want to give users option to snooze for 1, 2 or 3 days, is it possible to show these options?

Hi everyone,I’m hoping to get some insight or suggestions from others who may have tackled a similar challenge.BackgroundOur team previously used an in-house tool to display persistent messages via a ribbon at the top of our web app. These messages:Lasted for a set period (typically two weeks) Included buttons, CTAs, or a dismiss option Reappeared on the homepage until dismissed or expired Could be queued and prioritized (e.g., P2 shows after P1 is dismissed)This approach was lightweight, non-intrusive (inline div), and respected user interaction.Transition to PXWe’ve since adopted PX and want to replicate—and ideally enhance—this functionality using PX’s audience targeting and tools. However, we’re running into a few issues:We need to maintain a non-blocking UI (no overlays, modals, or banners) Users should be able to dismiss or revisit messages intentionally Stakeholders dislike how PX guides can be dismissed by pressing Escape or clicking outside the guide (even though we’ve already

Am I able to use wildcard as part of a url rule?I want to show a survey when the url end with /summary. For Examplehttps://xxxxx.insided.com/education/*/summary  Thank

Let’s face it, filling out surveys isn’t anyone’s idea of a good time. So why not make it just a little more delightful?We're upgrading the Net Promoter Score (NPS) survey experience by adding a splash of personality, yes, we're talking emojis! 🎉Instead of the usual cold, numeric scale, we’re giving respondents the option to express their feelings with visual cues, like a smiley 😊, a poker face 😐, or a good old grumpy frown 😠. This small tweak makes the survey feel more human, more intuitive, and a lot easier to engage with.Emojis can help: Boost response rates (because hey, it’s more fun!), Make it clearer what each rating really feels like, And give us more emotionally rich feedback (without adding extra questions).  💡 How We're Doing It (Hint: CSS Magic) While PX doesn’t currently offer built-in emoji templates for NPS, we can still work our magic with some custom CSS. By targeting each choice using nth-child selectors, we can add emoji icons in place of plain text numbers.

As a new user, I found this one a bit tricky…My contextI had a guide that I needed to fix and it workshopped the (somewhat “major”) fixes in a clone of the original guide, as I wasn’t quite sure what the fix was going to be and I needed the option to test and iterate without losing the original guide. Once I had the fix identified, I wanted to pause the v1 guide and launch the v2 guide, but exclude those who saw v1 from the audience. The SolutionIt’s neither ideal nor elegant, but the In-App Engagement rules allow you to set rules based on the number of times they {action: completed/viewed} the guide. If you set either or both of those to less than 1, it will exclude those who saw the first one.  

Can someone guide me on where and how to add the px JavaScript to a PX html template so I can launch engagements in education? Thanks in advance.

I have a guide engagement (Hero Dialog) to promote our latest release. It has two buttons:Exit Button Labeled as “Learn more” Closes the guide and opens external URL in a new tab Snooze ButtonWhen I look at the engagement analytics, the Learn More / Exit Button clicks are not counting as a CTA click. But I (along with Gemini) can’t understand how I would define the CTA in the engagement editor. And Gemini tells me an Exit Button should be able to be a CTA. 

Desired experienceI want to offer the snooze option in the footer of my guide I want the other button in the footer to open in a URL in a new tab I want these to be right next to each other, as you see in the templates I want the close button for the guide to close the guideI thought I had this configured for my guide with these settings:Footer Exit button styled to “Learn More” Snooze button Global Action Settings Close guide = close guide Complete = redirect to URL I though the Exit button = completed and would redirect to the URL and the close button would work as a close of the guide.However, it turns out that those settings made it so the X close action in the upper right corner of the guide also redirected to the URL. I guess because that was also considered a completion event? When experimenting with footer options, I only have the options for:Exit button: required, no way to specify this button to open URL in a new tab Snooze SkipAnd when experimenting with custom buttons, I

Can PX help with identifying accounts/companies that have drops in feature usage and flag them as retention risks? Maybe send emails to us when this is detected

Use case 1: Double check my work, especially the URL rule within a UI Element rule. I need to ensure I have wildcards in there, as it pre-populates the current URL when adding the URL and I often miss this step. Use case 2: QA and future proofing. Provide a list of defined selectors that are part of our product mapping. Then, when our QA processes are reviewing new versions of the product, they can catch and alert if a selector no longer exists or other changes that could impact things. 

This Product Update check box under the Launch option. Engagements > {Editing an Engagement } > Launch 

   📢 The PX April Release is now Live in US and EU Orgs! We’re excited to roll out major upgrades to Gainsight PX—making it easier to manage content, track engagement, and uncover deeper insights. Here’s a quick look at what’s new! Knowledge Center Bot, Reimagined (Beta)The new KC Bot delivers a modular, widget-based editor for faster setup, smarter content organization, and better personalization. Create task lists, organize content visually, and target users based on their journey—all from a single, streamlined workspace.     Create Account Segments Using CSVQuickly upload a CSV file to create account segments for targeted engagements and reporting. No more manual entry; just faster setup and more precise targeting.    Group by Multiple Event Attributes in Query BuilderRun deeper, smarter queries by grouping up to five event-level attributes. Slice your product usage data the way you want and uncover trends faster.    Product-Level First Seen & Last SeenTrack e

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

I’m using a Default Template >  Hero Image Dialog. When I go to add a new hero image, it places padding bars above and below the image. The gray bars above and below the image are what I want to adjust, specifically I want to at least remove the gray bar below the image. It is something specific to the cell the image lives within. However, Code view of the cell reflects nothing related to this HTML lists only the height and width of the image, not the cell. CSS doesn’t have anything obvious related to this There seem to be no WYSIWG settings The coloring of the padding bars seems to be nowhere to be found It doesn’t matter the size of the image I upload, it adds this padding above and below.