Gainsight PX Support FAQs
Hi everybody! I would first like to welcome you all to Gainsight Community. We have started this thread to help address some frequently asked questions we see in the Support world.
Please find some commonly asked questions and their answers below. If you have additional questions, share them here and we'll update as needed.
- Gainsight PX Support Team
What does triggered by mean in engagements?
- Automatic will show engagements in App when the criteria is met for the audience and schedule.
- Knowledge Center will show engagements within the Knowledge Bot. This will save engagements to easily be accessed at anytime.
- Knowledge Center & Automatic will show engagements as they are triggered based on criteria as well as in the Knowledge Bot.
Can you send a follow up email immediately after a participant responds to an NPS Survey?
As of now there is now way to trigger an email engagement to fire off immediately after a response. Emails will be sent based on a schedule and criteria you have selected.
I have started a backfill on a feature. Do you have to do anything behind the scenes to get this going?
This can now all be done through the UI. When the backfill is running you will see a small dot next to the feature that is being backfilled.
The backfill starts 15 minutes after the last request of the client.
How do I create reports?
Reports are created in the analytics section by applying filters. When you add any filters and save the new criteria will then show in "My Reports".
What are some good use cases for SFDC Integrations?
- Account Renewal Date
- Customers having different verticals
- Customer's different stages- POC