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Tip of the Week: How to test In-app Engagements in Gainsight PX


Userlevel 5
While creating In-App Engagements, for the most part, you would want to test them before launching them to your users on Production.

You may test your In-App Engagements in either of the following ways:

  • If you have PX Tag installed on your non-production environment, you can create and test engagements on the Non-Prod environment; Or;
  • Use “Preview” by going to Engagements> Editor> Edit in-app> Click on Preview (this will launch the engagement on your web app only as a Preview to you); Or;
  • Create a Segment>Add Internal users who will be testing the engagement> Go to Create Engagement> Audience> Choose ‘Segment’ from the list of Trigger Rules available on the right> Choose your Test User Segment> Trigger the engagement with other criteria in place only to Test Users; Or;
  • Go to Create Engagement> Audience> Choose ‘User’ from the list of Trigger Rules available on the right> Choose email attribute from the dropdown available> Set your email id> Trigger the engagement only to yourself.


2 replies

Userlevel 7
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Great tips, Harshi! My team and I are using PX, and we typically test engageemnts using options 2 - 4 above, which work quite well.



Userlevel 2
Great share Harshi. So much helpful.



Thank you!



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