Using Gainsight PX to lock certain functionality

Thanks for posting to PX Community ​@scampbell !

This is a common use case we see our PX customers implement to prevent access to certain parts of their application and also to encourage the user to do something else first, such as upgrade their subscription or enable some other Feature/Functionality first.

Gainsight PX cannot really “stop” the user from going to any parts/features in your application. However, you can trigger a simple one step Engagement (Dialog or Guide with only a Dialog Step), with a Screen Overlay enabled (so they cannot continue to click your application screen), when the user clicks that navigation option/link or loads that screen’s specific URL.  

To do this, be sure to target the Engagement Audience Logic properly for the specific user/account segment(s) and to trigger when a specific Feature, Page URL, Segment Match, Custom Event, etc, occurs.

Then, you should use “Every time (Paywall)” as the Engagement Qualification scope so it triggers every time that a user that matches your Engagement Audience Logic above without exception.

Lastly, you must use the Redirect URLs for both “Close” and “Complete” action events for that Engagement to send the user away from the current screen and to another screen in your application they are allowed to use no matter how they close the Engagement.

Dialog Engagement type settings:

Guide Engagement type settings:

That should be all you need to implement this for your users.  

It could look something like this: https://share.zight.com/8LuWNDYW

Happy PX-ing!