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New Idea

Possible changes to wording in participant setup of a program

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  • phil_kowalski
    phil_kowalski
  • samantha_braastad
    samantha_braastad
  • patti_arsenault
    patti_arsenault
  • blynn_buckley
    blynn_buckley
  • ana_g

alex_legay
Posting internally to get some other feedback!

I may be on an island here but I find the following could be improved for clarity



I hope this doesn't seem too picky but here would be my suggestions:

Entry Criteria -> Re-entry criteria

Participant with the same unique criteria can enter after -> Participants with the same unique criteria can re-enter when in the following states

or

Participants with the same unique criteria can re-enter when they already exist with the following state(s)

A few times in support I've users people not quite understand the second option. For example, I've seen users choose every single status which can cause duplicates(even though they are different participants) to enter if they are still in an active status and get pulled into the participant source again.

2 replies

spencer_engel
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Agreed. I also think this step should come after you map participant sources. It's pretty confusing the way it's currently ordered.


link_black
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  • Gainsight Employee ⭐️⭐️
  • 316 replies
  • August 2, 2019
You have my vote!

Wow, I did not think about a duplicate coming in because they picked "Active" as one of the "re-entry" particpant states.


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