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Adding engagement label while creating/editing


JayS
  • Helper ⭐️
  • 120 replies

I’m not sure if this is a question or an idea. Is there a way to edit/add labels while creating/editing an engagement in PX? The only place I have found so far, is in the engagements list. The image shows where I can find the engagement labels. I think it would make sense to be able to add/edit labels while working on an engagement; in the Editor? Maybe Settings?

 

Best answer by skalle

Hi @JayS Acknowledged . Added that to the roadmap

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6 replies

Cornelia
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  • ProdOps
  • 335 replies
  • October 7, 2021

Hello @JayS, thank you for your post. Looping. in our Product Manager to get back to you on this. 


skalle
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  • Gainsight Employee ⭐️
  • 178 replies
  • October 7, 2021

@JayS  Can you please share your use case in some more detail. Do you use labels like say group Engagements related to a specific module and hence you want to add at creation time. Often time we have seen Labels on Engagements to group per campaign and that is usually a after fact and not readily available as part of creation.

 

We will definitely consider adding them during creation


JayS
  • Author
  • Helper ⭐️
  • 120 replies
  • October 7, 2021

Hi @skalle,

As of today, we use engagements for Product and Marketing communications as well as learning step-throughs. We use the label(s) as a tag for many things, but also to identify those that are educational. That data then goes to our analyst to identify the impact. The analyst needs to be able to separate the educational workflows from other types. When I’m creating or editing an engagement that is educational, it would be nice to be able to label it at that stage, rather than having to go back to the engagements list and add it in that column.

Hope that makes sense.

Thank you.


skalle
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  • Gainsight Employee ⭐️
  • 178 replies
  • Answer
  • October 18, 2021

Hi @JayS Acknowledged . Added that to the roadmap


mmarques
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  • Helper ⭐️⭐️
  • 272 replies
  • June 2, 2022

People sometimes forget to add labels after they close the engagement. It would be great if they could add the label when working on it. 


JayS
  • Author
  • Helper ⭐️
  • 120 replies
  • June 6, 2022

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