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Tip of the Week: How to test In-app Engagements in Gainsight PX

harshibanka
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While creating In-App Engagements, for the most part, you would want to test them before launching them to your users on Production.

You may test your In-App Engagements in either of the following ways:

  • If you have PX Tag installed on your non-production environment, you can create and test engagements on the Non-Prod environment; Or;
  • Use “Preview” by going to Engagements> Editor> Edit in-app> Click on Preview (this will launch the engagement on your web app only as a Preview to you); Or;
  • Create a Segment>Add Internal users who will be testing the engagement> Go to Create Engagement> Audience> Choose ‘Segment’ from the list of Trigger Rules available on the right> Choose your Test User Segment> Trigger the engagement with other criteria in place only to Test Users; Or;
  • Go to Create Engagement> Audience> Choose ‘User’ from the list of Trigger Rules available on the right> Choose email attribute from the dropdown available> Set your email id> Trigger the engagement only to yourself.

Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
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    2 replies

    lila_meyer
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    • lila_meyer
    • Gainsight Employee ⭐️⭐️⭐️
    • 1447 replies
    • July 3, 2019
    Great tips, Harshi! My team and I are using PX, and we typically test engageemnts using options 2 - 4 above, which work quite well.

    Lila Krutel, Dir. Global Education Services
    U
    1 person likes this
    • U
      Umakanth
    K
    • kiran_gs2018
    • Contributor ⭐️
    • 1 reply
    • July 3, 2019
    Great share Harshi. So much helpful.

    Thank you!

    Reply


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