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How can I create CTA (Call to Action) upon viewing an engagement?

  • 26 September 2022
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Is it possible with in PX to have a button or a link with in an engagement that once clicked/viewed, upon a new user sign-up etc... creates a CTA in Gainsight CS?

Use Case : A CTA has to be created in Gainsight CS upon viewing an engagement or having a custom event or having feature match on top my application.

 

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Best answer by dileepnalla 26 September 2022, 20:01

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Userlevel 5
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Hello PX + CS better together users,

The above use case is absolutely possible with PX Web-hooks, CS event framework + JO.

You can achieve this by configuring a PX web-hook, which will send all the events information as a flat Json to CS events framework based on the trigger type configured.(eg: Engagement View, New user Sign-up, upon triggering a custom event, or upon a feature match etc..).

Once event is received in CS event framework, we can have a JO advanced program which will create a CTA.

 

Working Video: Click here to watch the working demo

 

Screenshots:

 

For any questions please reach out to pxsupport@gainsight.com 

 

Thanks

Dileep Nalla

 

 

Userlevel 6
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Amazing post and a very powerful use case for our CS+PX customers. 

Thank you @dileepnalla !

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