Gainsight PX

Discuss and get unblocked on all things PX

  • 590 Posts
  • 1,186 Replies
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link_black
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Tip of the Week: Using a PX Dialog Engagement to collect additional inf...

I had a great conversation with one of our PX customers last week about this use case.      As a refresher, PX does not create PX Users an...
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shivani
started this topic

PX+ CS integration with no proper identifier (Usecase)

  Hello Gainsight Admin Community! Leveraging PX Usage data in Gainsight CS can be achieved by enabling Gainsight PX connector. Here I’m p...
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link_black
started this topic

Tip of the Week: Using PX Email Engagements and Tracking The Success an...

Hi All,   I recently worked this recommendation up for another PX customer, but I thought it would also help many of our PX customers consid...
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590 Posts

Sruthimalla
SruthimallaGainsight Community Manager
published in Gainsight PX

PX OFFICE HOURS RECORDINGS - 2022 | 2023Blog

 PX OFFICE HOURS  -  “Theme of the month” series started in Jan 2022. For the selected “Theme → Feature” every month, we have at least four sessions from our subject matter experts, covering every aspect of the feature, from fundamental to advanced logic. So far, we have covered the below themes(Features) in our hands-on sessions.👇 (Jan 2022 - Sept 2022)Post themes we have recordings available on PLG use cases (Oct 2022 - Now)😀We are organising customer spotlights every month since Jan 2023, so that you can learn from success of your peers.😎Thanks for all the support and bookmark this space for most updated recordings on trending discussions & hands-on sessions every week🤗OCT 2023 - Webinars   👉Customer Spotlight  PX : 🌟Charting the Way to Success: How Autodesk Used Gainsight PX to Steer Users Toward Product Adoption🚀 PX Features: Analytics (Funnels, Feature Adoption, Retention Analysis, Dashboards) In-app Surveys (CSAT, NPS)   SEPT 2023 - Webinars

28537
Sruthimalla
9 months ago
K
kripesh.thekkayilRegistered User
asked in Gainsight PX

KC Bot icon size

Is it possible to reduce the size of the bot icon? Sometimes it can get in the way of other UI elements, especially when there are a lot of them to scroll through on product pages.

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Veteran Rookie
11 hours ago
Sruthimalla
SruthimallaGainsight Community Manager
published in Gainsight PX

PX Design Engagements 101 : Release Guide with toggle cardsBlog

 Design is not just what it looks like or feels like. Design is how it works!!✨Absolutely! Gainsight PX has made significant advancements recently, thanks to the incredible analytic add-ons and improvements in the new editor. Remember the dialogue we had during our last release announcement? Well, you'll be glad to know that we have achieved that level of engagement using our own editor.Our engagement editor goes beyond just cells and elements. It's like a canvas where you can create your own masterpiece. The real trick lies in customizing things according to your preferences by leveraging custom coding. It may sound a bit tricky, but it's never impossible. We are here to provide you with all the necessary information so that, for your next release, you won't have to worry about effectively communicating your release communications in a single slider with multiple steps.We also completely understand the impact that drop-offs can have on your engagement, and we're here to assist you in

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aroberts
Gainsight Employee: Veteran Rookie
2 days ago
M
MTadrosRegistered User
asked in Gainsight PX

Any Tooltip tips for iPad?

Hi there,New to Gainsight, and first time posting. Scrambling a bit to try to get my first in-app campaign pulled together.I’ve made some progress, and I’m at a point where I’ve created a tooltip, and am able to preview it in-app.The challenge I’m facing at the moment is that the location of the tooltip is a bit whack (centered below the ellipses button, bleeding off the screen, and detached from its little arrow) and I’m not sure how best to reconfigure it. The template editor seems to lack any features that would allow me to position the tip in a logical position (to the right of the button, with the arrow pointing left, to the button). I get the sense that maybe this is possible with CSS, but my CSS skills are non existent.Looking for suggestions for documentation, other threads, or any other places where I might be able to find some code snippets that I could tinker with?Thanks in advance for any assistance! 

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M
3 days ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Gainsight PX

How Gainsight Uses CS + PX to Understand Our Customers

It’s no secret that Gainsight “drinks our own champagne,” including using PX to track our clients’ usage of our Customer Success (CS) platform. In these last few months, we’ve seen usage rise for all customers across the board: Weekly Active Users have grown by 21%; CSMs not traveling means they spend more time on Gainsight The use of Gainsight CS has gone up >70% in these past 3 months Average Days Active by users in our product increased >8% For more insights about how we use PX to understand our CS customers, click here. 

801
ajprince
Shoshin
14 days ago
Surendra
Gainsight Employee: Veteran Rookie
SurendraGainsight Employee: Veteran Rookie
posted in Gainsight PX

Back to Basics - PX - Query Builder

If you are ever stuck on getting some data or doing a use case analysis on PX, you might often hear your CSM coming with an answer “You can do it using Query Builder!”. How can Query Builder help you?If you need in-depth answers about usage, compare usage across different values, or something that is not readily available in UI and it is also very easy to use.Let's break the query builder piece by pieceSo the moment you click on query builder in analytics, it opens a page live below with the default 7 days of the data set. Add an event button and add audience section button.Query BuilderWe can break down the query builder in 6 sections like in the image above, and discuss them in depth.Date range - Set the date range you want the data to reflect for the data you want to look at. You can set daily, weekly, and monthly. By default you would see 7 days.   Add event section is where you will utilize being tracked or pushed into from PX from a utilization perspective such as custom events,

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Surendra
Gainsight Employee: Veteran Rookie
15 days ago
rterakedis
Team Captain
rterakedisTeam Captain
asked in Gainsight PX

How are you raising visibility of Survey Results within PX?

We’re looking at some of the survey capabilities for PX, but I’m at a loss as to how I can put the results in front of Product Managers.   Ideally, I wouldn’t want to force them to manually come check the Survey Results page in Analytics on a Weekly/Monthly basis.   However, I can’t seem to find a good way to get the survey results emailed to them on a regular basis.  Additionally, while i see a Dashboard widget that shows the “guage”, it doesn’t appear like you can put the open feedback text in some type of list on a dashboard.Appreciate any guidance any of you might have on how your helping your product folks get visibility into the Survey Results.  

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rterakedis
Team Captain
16 days ago
K
kaitlyn.burke.pmRegistered User
asked in Gainsight PX

How can we combine Slider and Boolean engagements?

We're excited about some new AI features and want to give our customers a sneak peek while gauging their interest. Our goal is to share the features' details, the value they bring, and identify customers keen on trying them out (currently hidden behind a feature flag).What's the most effective way to capture this interest? Ideally, we'd like to provide information and receive a response, avoiding the need for customers to send an email using a button. We're considering a Slider Engagement with a Boolean rating at the end, but I'm uncertain if this is feasible. How can we achieve this smoothly?

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Surendra
Gainsight Employee: Veteran Rookie
16 days ago
Snigdha Adiraju
Gainsight Employee: Shoshin
Snigdha AdirajuGainsight Employee: Shoshin
posted in Gainsight PX

Recording: Charting the Way to Success: How Autodesk's Used Gainsight PX to Steer Users Toward Product Adoption

Autodesk, a powerhouse in diverse industries, including architecture, engineering, construction, and design, made significant waves in the realm of Saas solutions within their water portfolio. But with great power came a set of unique challenges, particularly concerning user onboarding, adoption, and customer retention. Here's the journey they embarked upon: 🌐 Introduction to Autodesk and Its Water Portfolio: Autodesk, has a wide product range that serves various industries. With a focus on their water product portfolio, including Saas solutions, their aim was to provide groundbreaking solutions in a competitive landscape. 🔑 Challenges and New Product Launches: They faced headwinds concerning user onboarding, adoption, and retention. This prompted them to launch new Saas products within their water portfolio. They started product launches in 2020 and 2021. 🛤️ Onboarding and User Journey: They believed that a seamless onboarding experience is key. Identifying user personas, setting c

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Snigdha Adiraju
Gainsight Employee: Shoshin
29 days ago
J
jnatarajanRegistered User
asked in Gainsight PX

Creating a Badge button on application for feedback

Hello Everyone,  I would like to create a badge button on my application. For eg: A badget button for “Feedback” next to “Engagement”. When the user clicks on the button, it should open up a small feedback form with a couple of questions and when the user submits the form, there would be a thank you screen for the feedback. How do I create that?   

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mmarques
All Star
29 days ago
Bhagi Mundru
Gainsight Employee: Rookie
Bhagi MundruGainsight Employee: Rookie
posted in Gainsight PX

How to track and report Drag and Drop elements?

Greetings Everyone!Do you have drag and drop elements in your application and want to track which element is dropped? We've got the perfect solution for you using Custom Events! By calling a function when an element is dropped and passing the information to PX through a custom event, you can easily keep track of your user interactions.Sample HTML Code:<div id="dropTarget" ondragover="allowDrop(event)" ondrop="handleDrop(event)"></div>Sample JS Code://Send custom event to PX when element is droppedfunction handleDrop(event) { const dropText = event.dataTransfer.getData('text/plain'); aptrinsic('track', 'Dropevent', {"droppedElement":dropText});}Result: If you have a canvas option in your app where users can drag and drop images or shapes and they can save their progress with a "SAVE" button. Wouldn't it be great to know how many elements they dropped onto the canvas when they hit that save button? Well, you can! And you can even track the individual count of each element t

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Bhagi Mundru
Gainsight Employee: Rookie
30 days ago
JayS
Champion in Training
JaySChampion in Training
asked in Gainsight PX

PX test emails not being received

I’m trying to send myself a test email from PX. I get a confirmation message that the email has been sent but I’m not receiving it. I’ve tried:Sending to both my work email and a personal email. Ensuring the sender email address is in my trusted senders list Checking my junk email folder Checking my company’s quarantine folder (I used to find them here)Any other suggestions? I would really like to see how the email is going to look before sending to users.

2
JayS
Champion in Training
1 month ago
Surendra
Gainsight Employee: Veteran Rookie
SurendraGainsight Employee: Veteran Rookie
posted in Gainsight PX

🚨 Upcoming PX Webinar Alert! Amplifying & Evaluating Adoption. 🚨

Join us for an insightful webinar on "Amplifying & Evaluating Adoption," where we will delve into the strategies, tools, and best practices to enhance adoption rates and measure their effectiveness. In today's rapidly evolving landscape, achieving high adoption rates for your products, services, or initiatives is crucial for success. Whether you're a business leader, marketer, product manager, or educator, this webinar provides you with valuable insights and actionable takeaways. PX Crank Up Technicalities - Amplifying & Evaluating Adoption📅Date: 26th October🕒Time: 8 AM PT / 8:30 PM IST / 3 PM GMT📍Platform: Zoom  Key Topics Covered:🚀Strategies for Amplifying Adoption: Explore proven techniques and approaches to effectively attract and engage your target audience.🧑‍🎨User-Centric Design: Learn how user-centered design principles can significantly impact adoption and user satisfaction.📊Data-Driven Decision Making: Discover the power of data analytics in evaluating and optim

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Surendra
Gainsight Employee: Veteran Rookie
1 month ago
G
Gainsight Employee: Shoshin
gloriamavunguGainsight Employee: Shoshin
posted in Gainsight PX

Recording: PX Crank Up Technicalities Webinar - Amplifying & Evaluating Adoption

We're thrilled to share the recording and presentation deck from this week's PX webinar, where we explored strategies, tools, and tips for running an effective product release and driving up feature activation. Access the Resources:Webinar Recording Presentation Deck

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G
Gainsight Employee: Shoshin
1 month ago
JayS
Champion in Training
JaySChampion in Training
asked in Gainsight PX

Are there issues with Gainsight PX and adblockers?

I have some anecdotal evidence that an adblocker could disrupt Gainsight PX performance. Does anyone know anything further? In this example, some users weren’t seeing the KBOT in a solution where it is installed. They had an adblocker installed (uBlock Origin) and when they turned it off, the KBOT appeared for them. When they turned it back on, the KBOT disappeared again.Has anyone else experienced this? Any chance that an adblocker could also be disrupting the experience data Gainsight PX gathers?

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A
Team Captain
1 month ago
adamrz
Shoshin
adamrzShoshin
asked in Gainsight PX

Capture Screen Resolution of users?

Is it possible to capture the screen resolution that users’ have when using our app? We’re looking to optimize UI and are finding that the resolution we’re optimizing for may not be the one that most users use.

4
B
1 month ago
B
bryanpaulRegistered User
asked in Gainsight PX

Why is code view/editor not available in every engagement type?

We always customize our engagements to the extreme.  We are trying to create a multi-step survey engagement but are frustrated that there isn't a code-view or edit like on traditional sliders and dialogue engagements.  Namely, we want to add to the submit button or change the layout of the survey questions.   Is there a reason why this doesn’t exist?  Is there a way to enable it?

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mmarques
All Star
1 month ago
Sruthimalla
SruthimallaGainsight Community Manager
published in Gainsight PX

TOTW : Personalise user experiences like never before using Gainsight PXBlog

Hello PX-Rockstars!What I am going to share with you all today is so close to my heart 🫶 If you have attended our recent office hours (Recording here), you already know what I am sharing today from the title itself. But for those who could not make it - here you go; this post is a recommended guide on personalising user experiences by capturing user inputs.  Over the last few months, we have seen significant updates to our V2 editor templates. Thanks to Abhilash ( @aharkut ) , our product manager, who takes the time to improve these templates to cater to various use cases. So if you see something inspirational and operational regarding dialogs/in-app engagements, you know whom to share it with. Let’s get to the basics of “User profiling.”“User profiling” is the process of improving the user profile data so that we can group them into specific groups on various metrics and personalize their reach outs and engagements in multiple ways.So user profiling is the first step you need to focu

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T
Shoshin
1 month ago
Bhagi Mundru
Gainsight Employee: Rookie
Bhagi MundruGainsight Employee: Rookie
posted in Gainsight PX

How to integrate Gainsight PX with Aha! RoadMaps and Product Board.

Greetings!In Gainsight PX, there is currently no direct integration to Aha! Road maps and Product Board. However, feedback received through KC Bot can be sent to Aha! Road maps and Product Board using Email forwarding.Here's how to make it happen:Step 1: Obtaining the unique Email AddressesSetup in Aha! Roadmaps:Navigate to the Settings menu. Go to Workspace > Ideas > Configure. Once you've selected the portal,simply copy the email address located in the "Ideas via email" field. Refer: https://share.zight.com/6quw2eA0   Setup in Product Board:Visit the Integrations page within the Product Board. Choose "Gainsight PX." Create a new integration and make sure to copy the unique address provided. Refer: https://share.zight.com/xQuNDL1r    Note: Please keep in mind that Gainsight PX supports integration with Productboard Pro, Scale, and Enterprise editions only.Step 2: Configuring Feedback Categories in Gainsight PX:In Gainsight PX, head over to the Admistration > Feedback page an

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Bhagi Mundru
Gainsight Employee: Rookie
1 month ago
E
Shoshin
ejungShoshin
asked in Gainsight PX

Engagement for multiple products

We have a couple of products that share the same add-on module. Is it possible to create an engagement that can be used by multiple products? Currently, we’ve had to create an engagement for product A. Then, we had to clone it and apply it to product B. Managing these virtually identical engagements have been a nuisance. Any tips from anyone who have a similar scenario?

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L
Veteran Rookie
1 month ago
M
matthewtrefzRegistered User
asked in Gainsight PX

PX Cookie settings

After our latest security scan we are tasked to resolve a vulnerability regarding the PX cookies lacking the HttpOnly and Secure tags. The documentation regarding cookies is a little sparse. is there a way to configure Gainsight to set these tags?

1
anirbandutta
Gainsight Employee: Grand Slammer
2 months ago
Jef Vanlaer
All Star
Jef VanlaerAll Star
asked in Gainsight PX

Open an engagement immediately after another one is finished or closed

We want to show 2 engagements immediately after each other. So when the user finishes or closes one, the next one should directly pop up. We have added Engagement 1 is viewed more than 0 times to the audience of the second engagement, but that only shows up after the user has clicked somewhere, meaning they could move to a different screen, which we don't want. How can we solve this?

4
Jef Vanlaer
All Star
2 months ago
aroberts
Gainsight Employee: Veteran Rookie
arobertsGainsight Employee: Veteran Rookie
posted in Gainsight PX

What's in a [Feature] name? - Product Mapper Best Practice

Hey there, fellow mapper of product features!  Let's dive into the wonderful world of product mapper naming conventions without overthinking it. @link_black and I have your back! Here are some tips to keep things easy and straightforward: To Start: Name Modules and Features based on how they are talked about and referred to with customers  in the product and documentation so even non-technical people understand what they are and what they mean. (e.g. Analytics section becomes “Analytics” module, Scheduling sections becomes “Scheduling” module, Running a report becomes “Run Report”, Adding a new contact becomes “Add Contact” etc.)Then: Use Feature name suffixes to further indicate what the user really did in the application. Examples: “Dashboard View” or “Dashboard PV” == loading the Dashboard page “Run Report Button Click” or “Run Report BC” == clicking the Run Report Button “Submit Job Custom Event” or “Submit Job Event” == custom event linked to a Feature “Filter Dropdown Selected

3
L
Veteran Rookie
2 months ago
G
Gainsight Employee: Shoshin
gloriamavunguGainsight Employee: Shoshin
posted in Gainsight PX

How To Optimize User Onboarding With PX's KC Bot

Simply offering an incredible product jam-packed with fresh features is only half the formula for a successful business. The other half of that formula is messaging.  Product messaging is pivotal in customers' perception of whether a product is meh or phenomenal. This is why you must fill your Knowledge Center Bot (KC Bot) with messaging components that truly resonate and benefit your target audience.  We recommend you provide your users with an exceptional onboarding experience that delivers the right message — at the right time. And PX’s KC Bot is a great resource to leverage.    The KC Bot is an onboarding assistant that guides users in learning your product. When you activate your Bot, it has the power to enable your customers to take control of their onboarding learning experience by providing them direct access to the following:Educational in-app engagements. Knowledge-based articles. Powerful SaaS integrations that allow you to collect in-product feedback and dispense educationa

4
kathleenkenny23
2 months ago
L
Veteran Rookie
lpiconeVeteran Rookie
asked in Gainsight PX

KCBot localization with different URL destinations

Has anyone solved for this scenario?Product site and help articles are localized in 20+ languages.I really don’t want to manage 20+ KC Bots just to point users to localized content, has anyone solved for auto-redirecting where you are dynamically updating the host/base url.How are people using the functionality below?https://support.gainsight.com/PX/Release_Notes/2021_Release_Notes/2_PX_Release_Notes_November_2021#Link_External_Resources_with_Javascript_Function_Call

1
L
Veteran Rookie
2 months ago

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