set action upon button click

  • 9 August 2023
  • 3 replies
  • 27 views

Badge +2

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

Userlevel 4

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

Userlevel 3
Badge +4

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.

Userlevel 4

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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