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!