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Product Experience (PX)

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

  • 690 Topics
  • 1,389 Replies
690 Topics
J
james MeenanContributor ⭐️
asked in Product Experience (PX)
How to set up link to external community page

My organization has an existing community sight that I would like to link to in a similar way to that which is being used in the Gainsight KC bot: KC Bot LinkThe goal would be to insert an image such as the one shown above that when clicked, would lead the user to the external community site. As a new Gainsight PX user, I'm unsure how to approach this. Any help would be appreciated

2
Sruthimalla
5 months ago
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BmoyiniContributor ⭐️
asked in Product Experience (PX)
Multiple css selectors for a badge

We are trying to place a badge for an engagement next to an image in our header (the same image, same location). The only issue is the selector name is different in a few places.Is there a way to use more than one selector in the field below? 

3
rschlette
5 months ago
A
achamariaGainsight Employee ⭐️
posted in Product Experience (PX)
Optimizing Email Campaigns: A Strategic Approach

Enhancing Email Campaigns: A Strategic Approach In the realm of customer engagement, precision matters. When orchestrating email campaigns for extensive participant bases, the challenge is to ensure messages resonate with the right audience at the right time. To streamline this process effectively, an approach incorporating conditional waits and participant segmentation proves invaluable. Consider a scenario where a program has 6,000 participants and aims to divide them into six distinct groups over six months, sending 1,000 emails monthly. Additionally, to maximize engagement, the campaign requires conditional waits: if a recipient fails to click a link within three days, a gentle reminder email is sent. This use case also involves segmenting participants based on their Monthly Recurring Revenue (MRR) to personalize the messaging effectively. Streamlined Implementation Achieving precision in email distribution and timing necessitates a systematic approach. Here's a simplified breakdow

0
A
5 months ago
JayS
JaySHelper ⭐️
asked in Product Experience (PX)
Delete Guide V1 Editor Templates?

I’m trying to clean up the templates that have been saved by our users; however, I can’t seem to figure out how to delete V1 templates. I have deleted the unnecessary V2 templates without a problem, but I don’t see an option to delete the V1 templates. When I create a new V1 Guide, I can delete a couple Saved Templates. The ones I want to delete show up as Saved Templates when I create a new V2 Guide and look at the template selector.

2
JayS
5 months ago
jmobley
jmobleyGainsight Employee ⭐️
posted in Product Experience (PX)
Mastering the Dance: End User Onboarding

In working with PX customers, the term "onboarding" is often thrown around as a key component of customer-centric in-app strategies. However, it's crucial to distinguish between two fundamentally different onboarding scenarios: New Customer Onboarding and New User Onboarding. Though they might sound similar, their (1) scope, (2) objectives, and (3) execution strategies differ significantly, each catering to distinct needs! Today, we’re going to focus on the slightly less popular topic of the two which is the smaller scoped yet equally crucial new user (or what I have called ‘end-user’) onboarding program.For additional context - this post emerged out of one of my customers asking - ‘What if we’re releasing a new product and we want to introduce it to our existing customers?’ Before we jump into that, let’s take a look at some of the key differences between the two approaches:New Customer OnboardingScope: Targets the organizational level, focusing on integrating a new customer account o

0
jmobley
6 months ago
T
twhiteContributor ⭐️
asked in Product Experience (PX)
Conditional wait for a tooltip?

When creating a PX engagement / guide using tooltips to walk a user through a process is there a way to “wait” for something specific to appear on the screen before showing the next tooltip?  

2
mmarques
6 months ago
rschlette
rschletteGainsight Employee ⭐️
posted in Product Experience (PX)
Getting Started with PX S3 Account and User Import

The Gainsight PX S3 Account and User Import data integrations can be used to import daily updates to PX account and user data from a predefined directory structure in a customer-managed AWS S3 bucket. These data integrations are well-documented in this support doc, but this article will answer some common configuration questions, and provide some additional visual examples of the file structure. S3 Folder ConfigurationThe S3 Account and User Import data integrations each require a ‘base import folder’, and each of those base import folders requires 2 subfolders: one named “current” and another named “processed”. example base import folders In the example shown above, you can see that the base import folders follow the naming convention productName_pxObjectName_import, but you can use any naming convention for these folders. The subfolders must be named “current” and “processed” precisely, or the integration import job will fail. Integration ConfigurationIn Gainsight PX, the AWS S3 Impo

0
rschlette
6 months ago
P
phowe23Contributor ⭐️
asked in Product Experience (PX)
Does your editor include an HTML view?

I noticed that when creating a new article, I could not find your HTML view. Is this a feature that is offered in your Communities? When writing a complex Knowledge Base article, it is often necessary to go into HTML view to do complex formatting. 

4
Kenneth R
6 months ago
jmobley
jmobleyGainsight Employee ⭐️
posted in Product Experience (PX)
Slicing and Dicing Data: A Product Leader's Recipe for Pre-Release Perfection with Gainsight PX

In the rapidly evolving product landscape, leveraging deep user insights to drive decisions is essential for creating successful features that enhance user engagement and satisfaction. Let’s take a look! As many of you know, PX is a pivotal tool in this work, offering robust reporting capabilities that arm product teams with the data needed to guide both the planning and refinement of features. Today we will be focusing on the planning stage - stay tuned for part two!I’ve tried to create a structured approach to using essential reports, crafting ROI outcomes, and understanding key metrics as leading or lagging indicators. Pre-Release Planning: Data-Driven DevelopmentObjective: Harness PX insights for informed feature development, with a goal to elevate user adoption and engagement.ROI Outcome and Calculation Guide:Before delving into specific reports, it's crucial to establish clear ROI outcomes related to our planning efforts. By having clarity on these metrics beforehand, you can beg

0
jmobley
6 months ago
kathleenkenny23
kathleenkenny23Gainsight Employee ⭐️⭐️
published in Product Experience (PX)
🚀 Leveraging Gainsight PX for Product-Led Growth: Unlocking the Power of Closed Loop Feedback and Stellar Onboarding Strategies 🌟

  The Magic of Closed Loop Feedback in Onboarding 🎩  The Strategy 📜Imagine a world where every piece of customer feedback helps your product grow stronger and more lovable 💪❤️. That’s what closed-loop feedback is all about! It’s like having a conversation with your users that helps both of you grow together.Here’s how Gainsight PX turns feedback into action:Collecting User Feedback: 📊 Gathering insights is like going on a treasure hunt, and in-app surveys and NPS scores are your map. Analyzing Responses: 🔍 Like detectives, use Gainsight PX analytics to understand what your users truly need and love. Taking Action: 🏃‍♂️ Use the feedback to sprint towards product improvements, making your users’ journey even more exciting! Key Benefits 🎁Accelerated TTV: Guide new users with a tech-touch experience so magical they’ll find value in the blink of an eye! ⚡ Enhanced User Adoption: Build adoption journeys that are as contextual and engaging as a well-crafted story. 📖 Increased Customer

710
kathleenkenny23
6 months ago
kathleenkenny23
kathleenkenny23Gainsight Employee ⭐️⭐️
posted in Product Experience (PX)
🚀 Boost Your In-App Engagements: A Guide to Measuring Impact and Value 🎯

Hey Gainsight PX Community! 🌟Ever found yourself deep in the rabbit hole of creating countless in-app guides and engagements, only to pause and wonder, "Am I actually making a difference?" You're not alone! Let's embark on a journey to unravel the mystery behind measuring the true value and impact of your in-app engagements. 🕵️‍♀️✨Starting Point: Identifying the Problem 🤔Before diving headfirst into the sea of engagements, take a moment to anchor yourself by identifying the problem you're aiming to solve. Imagine, your product team has launched a sparkling new feature, but alas, adoption is not soaring as expected. 🚀👀 What's the next step? Capture Baselines: Understand the current level of feature adoption without any in-app guidance. This is your starting line. 🏁 Pinpoint the Cause: Is the feature playing hide and seek (discoverability issue), or is there a sentiment issue where users find it challenging to use? Or perhaps, they're not fully aware of the feature's value. 🕵️‍♂

0
kathleenkenny23
6 months ago
aaronhatton
aaronhattonHelper ⭐️⭐️
published in Product Experience (PX)
Creating A Personalized, Welcome Guide With Gainsight PX

When you start using a new piece of software for the first time, you typically begin by looking around the user interface, discovering what parts are relevant to you, and thinking about how it can be used for your use case. As the team supporting that software, you may have a good idea of what features your users would find most useful, and perhaps even the use cases associated with them. That’s why it’s important to create a personalized welcome guide for your software to help your new users overcome the initial learning curve.In my recent blog post, I wrote about how you can understand your users better by leveraging Gainsight PX to collect the roles and goals of your users. With that information available, it’s time to start creating a personalized new user welcome guide.Here’s a sneak peek of what our finished guide looks like, and the steps you need so you can replicate it yourself: Planning The first step of any great project is to start with a plan. In this case, I recommend tha

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aaronhatton
6 months ago
link_black
link_blackGainsight Employee ⭐️⭐️
published in Product Experience (PX)
Tip of the Week: Demystifying Gainsight PX Segments

Hi All!!! There has been much discussion recently about how PX Segments work and how they can be used.  Therefore, I wanted to share my experiences, insights, and recommendations in the hopes of helping many of our PX user to better understand this awesome PX feature. First off, PX Segments do NOT work the same way as Audience Logic or Report Filters. In fact, you cannot currently use PX Segments in any PX Analytics reports at all … except for this option was recently added as a potential “Step” within our Funnel Analysis report. VERY IMPORTANT: When you create a new PX Segment, it will NOT include any users at all … zero …  even if some users match the Segment Logic criteria precisely.  This is because users are only assigned to PX Segment(s) as they continue to use the PX-tracked application and achieve a “match” with the PX Segment Logic criteria.  This assignment process begins once the PX Segment is created and there is currently no type of “backfill” operation performed on non-ac

8997
link_black
6 months ago
broghanzwack
broghanzwackGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
How Gainsight uses Global Context

We report on our products too! As a SaaS company, it’s important for us to understand how users experience our software, both along business and product metrics. I’d say it’s pretty great luck that we have a product within that suite geared towards understanding… well… exactly that!Like any other tech company, our reporting needs have changed over time. PX has a wonderful set of features that allow us to tackle a dynamic set of questions. Read on to see how we used one of those features - Global Context - to track the progress of a major company initiative.  Background: Gainsight CS began as a program built on top of Salesforce; while great for a young tech company, this became very expensive as we grew, so we built a new standalone system called NXT. NXT has its own domain - "gainsightcloud.com" - and is independent of Salesforce. For the last few years, we've been migrating legacy customers from the original Salesforce edition to the new NXT one via our Upgrades program. At one point

3
mmarques
6 months ago
rterakedis
rterakedisHelper ⭐️
posted in Product Experience (PX)
Using PX for Core Web Vitals (DOM / PageSpeed / Performance) tracking?

Hello everyone,I’m curious to know if anyone else has an interest in seeing core web vitals for end-user experience on their web apps within PX?   For instance, the DCL/FCP/LCP/TBT/TTI values for page loads (like what you would see in Chrome Dev Tools on the “Performance Insights” page):  i feel like page load times and responsiveness might also be core to the product experience, and a possible supporting metric for showing/explaining feature adoption?   What are your thoughts?  Is anyone somehow pulling these types of stats together with PX analytics to help drive focus for improvement areas? cc/ @jmobley 

1
link_black
6 months ago
Jack-Occleshaw
Jack-OccleshawContributor ⭐️⭐️
asked in Product Experience (PX)
Delay a survey pop-up?

Hi all,Is it at all possible to delay the triggering of a survey on a certain page of our tool? I would like to be able to have an NPS survey trigger after say 30 seconds so we aren’t bombarding our users the second they load a page, it will allow them to interact with little bits and then pop-up asking what they think.  

2
link_black
6 months ago
H
HomaContributor ⭐️
asked in Product Experience (PX)
How to create a new field based on another field by "add formula field"

I connected mixpanel data to Gainsight. One field is “Path”, I want to create a categorized field based on the first part of the path. For example: Path New Path /product/lists /product /product/clouds /product /support /support / / /support/contact /support Is this possible in Gainsight?

1
link_black
6 months ago
B
BevyProductContributor ⭐️
asked in Product Experience (PX)
Triggering multi question survey based on CSS Selector

Hello We’re attempting to trigger a multi-question survey pop-up once a user receives a “confirmation” dialog box within the application. We previously had this use case working within Pendo by using a CSS selector from within the confirmation dialog box. Does anyone know if this is possible? Or could provide advice on another way to do this Here’s additional context:Intent is to capture feedback from user on a feature flow right after they have completed using it. FlowUpon completing task, user clicks on “publish” button Clicking “Publish” button could result in error states due to incomplete information from user Hence, we do not want to trigger survey upon Publish button click as it could be premature and will become hindrance to user completing their task If all fields are successfully filled out, user will get confirmation screen (as shown in attached image) At this point we would like show user multi-question surveyAgain, via Pendo we were able to use CSS selector from the dialo

3
B
6 months ago
harshibanka
harshibankaGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
Tip on: Rolling our Sequenced Guide Nurturing Program based on the In-App CTAs/ Buttons

Hello PX Tribe!   I want to share a topic that has been frequently coming up from our customers  and which I think could be useful to this group - How to trigger sequential in-app guides from In-App CTAs/ Button clicks.   As most of us know, today PX allows us to trigger In-App guides based on "views/ completions" of other guides; however, there is no In-App Audience Rule to trigger based on unique CTA clicks on the In-App Guide.     But.... we can still do this     See below solutions for various scenarios: These can be used for various use cases like Customer Onboarding or Feature Activation or guiding the customer through the Adoption Journey/ Prescriptive Value Path.    Scenario 1 - Based on CTA/ Button Clicks on In-App Guide # 1, trigger sequential guides one after another (Using Query Parameter)     Start with an In-App Dialogue with a CTA/ Button Make the buttons <a href=“https://app.aptrinsic.com/dashboard?launchGuideName=welcome” />. In www the are a couple of

14
aroberts
6 months ago
E
ElliContributor ⭐️⭐️
asked in Product Experience (PX)
Guiding user to leave feedback on KCB

I am currently exploring ways to motivate our users to provide feedback through the Feedback tab in our Knowledge Center Bot (KCB). The default setting displays guides and articles, which is useful, but not quite what I need in this context.While I am aware of the custom button functionality that allows for the opening of the KCB in its default tab, I have not been able to find a solution to open the KCB directly to the Feedback tab. This would be particularly helpful when triggered by an engagement custom button or a similar action.I would greatly appreciate any insights or suggestions you might have on how to achieve this. Thank you very much for your time and support.Best regards, Elli

4
L
6 months ago
link_black
link_blackGainsight Employee ⭐️⭐️
posted in Product Experience (PX)
Tip of the Week: Using a PX Dialog Engagement to collect additional information from your users to store on their PX User Profile

I had a great conversation with one of our PX customers last week about this use case.      As a refresher, PX does not create PX Users and User attributes on its own.  PX relies on your user/account data to be passed through the PX Identify call code in your applications, developer inserts/updates using our PX REST API, imports/updates using our PX Data Loader, mapped fields synched with the CRM system using our Salesforce integration, and/or updates from the Customer Success platform using our new “Load to PX” CS Rule Action type.   All of the above are great options for creating rich PX User profiles with many attributes that can be leveraged for PX Analytics and PX Engagement targeting … plus many other use cases for sure.     So, the specific use case that we discussed was… “In addition to application usage data, how can PX help us to collect additional user information that we do not already have available within our business systems, such as job role, job responsibility, i

11
brenna.oneill
7 months ago
Sruthimalla
SruthimallaGainsight Employee ⭐️⭐️
published in Product Experience (PX)
PX Design Engagements 101 : Release Guide with toggle cardsBlog

 Design is not just what it looks like or feels like. Design is how it works!!✨Absolutely! Gainsight PX has made significant advancements recently, thanks to the incredible analytic add-ons and improvements in the new editor. Remember the dialogue we had during our last release announcement? Well, you'll be glad to know that we have achieved that level of engagement using our own editor.Our engagement editor goes beyond just cells and elements. It's like a canvas where you can create your own masterpiece. The real trick lies in customizing things according to your preferences by leveraging custom coding. It may sound a bit tricky, but it's never impossible. We are here to provide you with all the necessary information so that, for your next release, you won't have to worry about effectively communicating your release communications in a single slider with multiple steps.We also completely understand the impact that drop-offs can have on your engagement, and we're here to assist you in

10337
P
7 months ago
JayS
JaySHelper ⭐️
asked in Product Experience (PX)
User Roles: Who can pause engagements and bots

I’ve looked at the support article but I don’t see “pausing” as a permission assigned to specific roles. (https://support.gainsight.com/PX/Administration/General/User_Management#Roles_and_Permissions_in_PX) I had a situation this week. I saw there were a couple surveys paused, and I had recently made an update to the audience, so I assumed I had forgotten to relaunch. However, I was then contacted and asked why they were active. Turns out, another user had paused a couple surveys without communicating that change.  Is there a way to limit the permissions of the user roles that have the permission to pause an engagement or a bot? I know that we can limit those who have permission to launch something.cc: @jmobley @JPKelliher @Lake1211 

4
JayS
7 months ago
K
kaitlyn.burke.pmContributor ⭐️⭐️
asked in Product Experience (PX)
How can we combine Slider and Boolean engagements?

We're excited about some new AI features and want to give our customers a sneak peek while gauging their interest. Our goal is to share the features' details, the value they bring, and identify customers keen on trying them out (currently hidden behind a feature flag).What's the most effective way to capture this interest? Ideally, we'd like to provide information and receive a response, avoiding the need for customers to send an email using a button. We're considering a Slider Engagement with a Boolean rating at the end, but I'm uncertain if this is feasible. How can we achieve this smoothly?

4
E
7 months ago
brian.atkins
brian.atkinsContributor ⭐️⭐️⭐️
asked in Product Experience (PX)
Wholesale Changes to Account IDs in PX

Does anyone have experience in having to wholesale change account Id’s in PX?We are changing the architecture from an old account structure to a new account structure.My thoughts (if possible) were:Use the API to update the account_id to the new value at the account level Use the API to update the account_id to the new value at the user levelIs this possible, anyone have experience doing this?

1
Surendra
7 months ago

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