I’m trying to create a two step guide that works as follows:
Step 1: Guide asks if user would like to download an asset to help them during their implementation. Upon clicking a “download now” button I would like the asset to be downloaded AND for the guide to progress to the next step
Step 2: Thank you for downloading message
I would like to create it as two steps to be able to trigger guides the next week that target only users who have downloaded the asset. This can be achieved by targeting only users who have completed the guide.
So far I’m able to acheive either downloading the asset OR progressing to the next step, but not both.
Best answer by link_black
Thanks for posting to PX Community Katie!
Perhaps an easier way to do this would be to use a “normal” download button in a simple PX Dialog and couple that with a PX Custom Event for the “File Downloaded” event at the same time? I posted some good examples about implementing Custom Events in a PX Engagement in this “Tip of the Week” post a while back, which should be helpful too.
For your specific example, I would suggest building this use case in single PX Dialog similar to the following:
When the user clicks the button, the file will be downloaded, a new PX Custom Event called “FileDownload” with a property of “clicked=true” will be created for the user, and the dialog window will close. Here is what the PX Custom Event will look like in the “Recent Activity” for this PX user:
Notes: Perhaps it is not obvious, but you can change the PX Custom Event name to be anything that you want and also change/include other properties, such as the actual filename, which will make filtering through PX Analytics and targeting via Audience Logic in PX Engagements easier.
Once the PX Custom Event has been created, you can use the existence of the PX Custom Event to target users with additional PX Engagements using Audience Logic such as the following: