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suryanarayana
Helper ⭐️
August 9, 2023

set action upon button click

We have set action upon button click for PX guide engagements Request you to provide it for dialog and other engagements as well.

 

3 replies

JayS
Helper ⭐️
August 9, 2023

I endorse this request! 🙂 The custom button features in the V2 guide editor help us to better engage with our users!

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Jay Sherwood
jmobley
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 11, 2023

Hi @JayS and @suryanarayana,

  Thanks for this submission!  With our team’s hard work on the V2 editor in the guide engagement, we have typically seen customers utilize a one step guide in lieu of a ‘dialog’ or ‘slider’ engagement.

  Is there a particular reason that this workaround would not work?

  If you are looking to also have the custom button functionality in surveys, I can understand a need there.  Let me know if you have anymore information or thoughts about this approach.

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Jack
JayS
Helper ⭐️
August 11, 2023

Hi @jmobley. I have used that workaround many times. A couple things:

  • A “workaround” has a negative connotation for me … we’re having to figure how to “trick” GainsightPX into doing something that can’t be done in the engagement type we wanted to use. 
  • The engagement is then shown as a Guide in the list and reporting, even when it’s not really a guide. This can make it more challenging to identify the Slider we created that Gainsight shows as a Guide.

Another idea might be to only have the one engagement editor and allow the user to select the type when editing … similar to how we can select Triggered By Automatic, Knowledge Center, or Badge.

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Jay Sherwood