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

4 years ago
3 July 2019
2 replies
105 views

+2

harshibanka
Veteran Rookie
196 replies

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.