Developing Processes for Using In App Engagements


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If you’re just getting started using PX for in-app engagements, we recommend establishing a few processes to help ensure your org communicates the right info at the right time, and avoids rookie mistakes. At a high level, we suggest that you:

  • Create a Hierarchy of Importance for different communication types
  • Use the TRUSt Framework to ensure clear purpose and intention
  • Create a lightweight in-app engagement approval process / committee 

For the complete scoop on how to setup these processes, check out our latest blog post!

 


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