PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,408 Replies
Enable changes on CSS tab of engagements after translation state has been set to 'Ready for Translation'Acknowledged
When the translation state of an engagement has been set to ‘Ready for translation’ not only the text of the engagement is locked, but also the entries on the CSS tab. As these apply to all localizations and are not part of the export files for the localizations they shouldn’t be locked.
Allow to set a font for languagesAcknowledged
In our engagements we use fonts that are not suitable for Japanese, Chinese, Korean etc. We would like to set the fonts to be used for these languages centrally on the Localization tab in the Settings. There, it should be possible to set the fonts used for certain languages, possibly in combination with labels. It should also be possible to set a default font-family used in all other cases.
Allow More Customizability in PX DashboardsUnder Consideration
It would be great to have more customizability within PX dashboards. Currently, the built-in widgets are very limited on how they can be configured and customized. I’d love to have the ability to change the size of the widgets, the display, the colors, etc. Furthermore, I’d love for the ability to add Google sheets and other documents into the dashboard. Text boxes would also be great in order to expand on the widget and offer clarity where needed. The use case is to have all PX-related information in one place, on a single dashboard, to make it easier for consumption and visibility.Thanks!
Export XLIFF API - extensionNo Status
Hi,Below, you’ll find some ideas to extend the existing Export XLIFF API.We currently export the content of our engagements via API, choosing only the ‘Ready for translation’ state as an export criterion so that all engagements having this state are exported.It would be great if we could also add further criteria, such as labels, to filter what we want to export.What we need, as well, is a way to remove the localized content of several engagements at once. Now, we have to remove it manually from every engagement.Furthermore, it would be useful if we could customize the xliff files during the export (e.g., giving them descriptive names).Thank you very much.Best regards,Katharina
Hi,In our Globalization department, all our source texts have to go through a review process before they are sent out for translation. It would be very useful if Gainsight offered an option to export the source language content of engagements and to re-import the revised content. In this context, it would also be great if you implemented a new state indicating that the content is out for review - ‘Review in progress’ or the like - or if you gave us the possibility to create new states on our own.Thank you and best regards,Katharina
Posting on Behalf of a customer. Currently with Engagements we can filter on Device. However, for the KC Bot, option is not available. There has been a report that KC Bot doesn’t show that well on the mobile version of a Webpage, hence the need to not show it.
Posting this on behalf of customer:Currently, we cannot change the font styles/size of the text in the speech bubble of the KC Bot. It would be great if we have this functionality to adjust the text in the speech bubble as per requirement. Thanks.
Currently, we cannot trigger an engagement when user hovers over any of the UI element on their end application. This can be achieved using a badge. But one of the client doesn’t want to put badge over their application and wants to display the tooltip when user hovers over the required UI element. It would be really helpful if could incorporate such feature in our product.
Post on behalf of a customer. It is found that for any engagement that could use the View Type of Bar, when it first shows up it gets a fixed width according to current viewport size. Initially it is fine until the browser window width is increased, then it doesn’t quite look as pleasant.https://share.getcloudapp.com/Qwu92KzpIt be good to have a setting to set the width to be 100%.
Stepping up the 'UTM Parameters' gameUnder Consideration
Recently we started playing with the ‘UTM Parameters’ feature in the PX which is described in the docs and here on the community forum in one post.What we’ve soon realised is that there isn’t a way to easily drill down inside of the parameters (source, medium, campaign, etc) and check what is the most frequently ‘used’ parameter by our users.Potentially good place to add it, in my opinion, would be in the analytics under a query builder or as a completely separate tool as Funnel, Path Analyzer etc. It could also be added as a new widget in the dashboard which would lead to this new tool.Second idea for improvement isn’t so much about the classifying ‘incoming’ UTM parameters, but the ‘outgoing’ ones. It would be really useful if you would automatically add predefined UTMs to all of our URL links that we’re adding in the Engagements. That way we’d always know who came to our website by clicking on some URL link in Gainsight’s engagements. Currently, we’re forgetting to add UTM’s in maj
Salesforce Case creation from KC BotCurrent Functionality
We want to move our knowledge centre that is currently held on Salesforce so that it is in app via the KC bot. We still need a way for our users to submit support cases, so I was wondering if it was on your roadmap to have case creation for SF from the KC bot?Or if you have a fun workaround that would also be appreciated - the feedback option doesn’t really work for us.
Push email notifications for survey feedbackAcknowledged
Hi Everyone, I wanted to see if there was a way to receive an email at the beginning of each day (similar to the usage ones we get) which would alert us to any survey responses. This could really help us as we develop our tools further and if we are actively looking for testimonials we could really use that alert to help us log back into Gainsight and possibly strike up a conversation relatively soon after a response is submitted to show that their thoughts are fresh in our mind.
Bulk Upload recipients for email engagementsWorkaround Available
Hi Everyone, We have some tools that we have integrated with Gainsight PX and we wanted to look at possibly sending an ‘end of contract’ email to them alerting them of their account closure/access removal.We aren’t currently able to differentiate users from an active/inactive status within Gainsight (say for example a user has left the company and does not need access - Gainsight has no way for us to opt them out).If we could upload a userlist of active users from our tool to Gainsight PX, it could help us target the right people and avoid confusion of people getting irrelevant emails (or spam). I understand we can copy and paste individual names into the audience tab when using the Email Address option, but this is an individual email address - and given we have some clients with 500 users it would be very time consuming to manually add everyone.If we could upload the list to a segment (e.g. CLIENT A - ACTIVE USERS FEBRUARY 2021) and then have that segment as the selected audience - t
History.pushState() WebAPIUnder Consideration
For users/builders of Single Page Application web apps -- the fact that guide navigation is a FULL page refresh (aka it is a Redirect) leads to a non-optimal end user experience (and engineering integration experience)Has this been considered on the roadmap?https://developer.mozilla.org/en-US/docs/Web/API/History/pushState
We currently use the PX KC bot for product guidance. It is nice that the content (KC articles, docs, etc.,) is rendered within the PX widget itself. However, when the content has hyperlinks (pointing to external URLs), on clicking them, the user is taken away from the product to a new window or tab. It’d be nice to have those content rendered within the widget itself. Once the user navigates to another window or tab, it’d be difficult for engaging them back to the PX widget especially in the case of many hyperlinks. This can be improved from experience & goal standpoint of PX.
Hi All, I wondered if anyone has been able to do a structured survey? I know that we have a lot of options available within Gainsight PX but we aren’t able to branch off to follow on questions based around a previous response. So my Idea/Example is: How do you find the tool? - Option A = Trigger Question 2.1 - Option B = Trigger Question 2.2 - Option C = Trigger Question 2.3 I hope that makes sense, I know we are able to do surveys like this within SurveyMonkey allowing us to change the sequence of questions depending on their previous choice. I also didnt know if we can create an engagement which launches based on their survey responses?So if someone scores a feature low in a survey, we can trigger a follow up guide or pop-up to educate the user on the features a bit better (so technically they’ve highlighted their struggles and we’re now holding their hand through a new on
Admin Capabilities for users - launching engagements and botsCurrent Functionality
Hoping for a product enhancement that allows admins to curtail privilege's for launching engagements based on the environment. For example, we would like to give some users the ability to create/launch and test engagements, but only to a QA or staging environment. Right now you are only able to give blanket privilege's for all environments which carries the risk of a user accidentally launching an engagement to the production environment.
Posting on Behalf of a Customer. Currently the Salesforce Push/Pull Integration to PX only can one object in the “Mapped Fields” section. And “Matching Logic” only works off that one object selected in “Mapped Fields”. There are organizations that host their Account level information in more than SFDC Object and be nice to be able to pull from more than one SFDC Object to push to PX
Exporting Custom Events and their attributesImplemented
Hello everyone,I would like to have the possibility of exporting my Custom Events and their attributes into an excel (or similar) file for the following common use case:suppose you have a few Custom Events with 50+ attributes suppose that recently there was a need to redefine the Custom Events by adding new attributes (and by all means keeping all the “old” ones) your devs notified you that they implemented the requested changes - like always, you need to check if the new version of your Custom Event was deployed like intended (still having all the “old” attributes and now having the new attributes with the right logic) after checking it, you need to give a feedback to the devsUsually, this is really not an issue (even though it’s a tedious job to do), but when having a few Custom Events to check&compare with each of them having 50+ attributes - it feels crazy to do it manually.Suggested solution (easily achievable if the Custom Events export would be available):you have previously
Hello everyone,I would like to have more flexibility in Audience Logic when defining the criteria for our engagements. Currently, the only option for setting logical operators between rules is to choose a global “AND” or “OR” operator for all the chosen rules.EXAMPLE:I want to show our engagement to all the users satisfying the following criteria:(UserId is on a certain list OR the User triggered a Custom Event) AND (User visited URL)where Users, Custom Events and URL are different Rules in Audience Logic.In other words I want to show our engagement to all the users which have visited a certain URL and which satisfy at least one of the conditions in brackets (their ID is on a list of IDs OR they triggered a certain event).Maybe you can apply a logic similar to the one for “Group&Prioritize Engagements” which you announced in the last PX Release Notes - maybe Rules in Audience Logic can be grouped too in some similar way (which would then allow to insert group logical operators whil
Ability to drill down on users in the "browser usage" widget on dashboardUnder Consideration
Posting on behalf of customer:Currently, the “browser usage” widget shows the number of users on the version of the browser but It would be helpful if we could drill down to see the list of users/accounts in the “browser usage” widget on dashboard.
Browser language as standard user attributeWorkaround Available
For our scalability initiatives, it would be tremendously valuable to have browser language as a standard user attribute in Gainsight PX (and exportable to S3 and Gansight CS). We are creating Gainsight CS contacts based on user data from Gainsight PX, which we leverage in the Journey Orchestrator. However, as browser language is not available in the export (although used in Localization), we are not able to address our users in their own language (which is very important for our German customers, for example).
Improved PX User Profile Page and MetricsAcknowledged
It would be great to improve the standard PX User Profile to include more data points as well as additional Activity/Engagement date filtering options. You can get many of these metrics in the various PX Dashboards and Analytics, but having them in one place provides a quick/simple “PX User 360” view. I have mocked up some of these new metrics and changes below, but I am sure that other have many more great ideas to improve this screen in PX. So, feel free to add your comments and additional suggestions below. Thanks!
Need Insight Into Engagement Sampling, Be Able to Export Assigned Groups For an Account/userAcknowledged
Posting on Behalf of a Customer. Engagements can be scheduled to fire on sampling groups. Per our docs, account/user are added to the groups automatically. At times when the analytics may look low or high, for a given “group”, it be good to see how many people and who are in groups 1-10 for example and have that avalible for export.
With the current product design this is not possible, you can only search the articles from the knowledge base in the Bot. We want to create articles/link to articles in PX and then have the user search for these. Directly added articles should be listed higher than KB ones.
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