Preview participants option for Dialog, Slider, Guide, or Survey Engagements.

Great feature request, @jriva !  

@mickey 

@jriva To answer your Question: Any ideas about a way to check an Engagement’s audience using Audience Explorer?

Ans: Meanwhile, you could definitely use Audience Explorer/Adoption Analytics to do a sanity check by applying the same set of filters like that of your audience Criteria.

USE CASE:

Currently In PX, while setting up the engagements, In the audience criteria, we can apply the rules to filter out the users to whom the engagement should display. 

“”It would be awesome if we can see the count of the users after applying filters. I.e, Ability to know how many users are qualifying after applying the rules in the Audience criteria.”” 

With the current design, When adding filters it can narrow down the audience and there is no way to know what the total customer reach would be. So it would be really helpful if we can see the count that the total target audience that it could potentially reach.

Here is the reference image,

***We can apply the same filters and see how many users are qualifying but it would be nice if we can see it in Engagement itself rather than going back to the Audience Explorer***

@shireesha_reddy I moved your post over here because these are related requests -- preview the actual list of participants that match your engagement criteria and/or the total # of participants.

This is a great feature request. Currently, the Email engagement provides a “preview” on the audience page. This would be very helpful for all engagement types. I have also done the steps of recreating the audience rules in Audience Explorer, but as mentioned in this other post it’s time consuming and subject to human error. PLUS, adding Segments to Audience Explorer filters is not an option.

• Ability to see engagement audience preview for non-realtime rules New Idea
• 9 Votes

Hi everyone, ability to preview the target audience for In-App Engagements is now available with the May’23 release please check out the details here 

https://support.gainsight.com/PX/Release_Notes/Current_Release_Notes_-_2023/PX_Release_Notes_May_2023#Preview_the_Estimated_Target_Audience_for_Guide_Engagements

Thanks