PX Product Ideas
PX Product Ideas
- 663 Posts
- 1,452 Replies
We have Excel files that contain a download template that we would like to insert into a badge-launched dialog. Most have been fine, but I have one that is more than 30 rows (it’s 35) and I’m running into a dialog size limit. When using copy/paste from the Excel file, in PX I get a message about a “Word Paste Detected” and if I’d like to “clean” or “keep” the formatting. Keeping the formatting looks much better and keeps any colors or text formatting that I have in the Excel file.An example of one that is within the size limit: Keep option:Clean option:Any chance of increasing the dialog size limit?
Dashboard managementNo Status
Read through https://support.gainsight.com/PX/Security/Enablement/Role-Based_Access_Control#Additional_ResourcesUsers with Role = Viewer and Dashboards, either should :Not be able to create as a Public dashboard Not be able to create a dashboard Admin automatically has the ability to manage the dashboard
It would be ideal to be able to filter the answers of our survey in the integration that exists with PX and Slack, through which we receive notifications every time someone responds to our survey. For example in Slack we would like to be able to filter only the "Detractors" who are "Admin" users. For now we can only select to receive all responses, but there is no option to filter and this would be ideal in order to take more immediate actions depending on the user type who is answering.
Filter by engagement CTA in query builderAcknowledged
Currently in Gainsight PX query builder, one cannot filter engagements by CTA click, only by engagement view or engagement completion. Having this capability will be useful when trying to make associations with CTA conversions. Please add this capability. Thanks!
When enabling the show mapped features option and then navigating to a new page, the overlay of mapped features from the previous page will still display. Currently, you need to toggle this off and on when going to a new page. It would ideally refresh each time you load a new page.
Working in an application with an extensive product feature tree, the select feature UI can be hard to navigate while mapping features. For example, I have some areas of the application that are 4 or 5 modules deep and I have to click down into each module to view the features. Each time I click I need to identify the next parent to click on to drill down to the appropriate feature, which I want to focus on.See: https://www.screencast.com/t/OpOkWnNyDifIIt would be nice if the feature tree view that exists in the px application was used within the overlay for product mapping to more easily find features within context of the full tree view. Clicking into the dropdown could possibly expand to show the full treeview, or it could display in some sort of side panel. If ‘expand all’ or filter capability was added it would be much easier to find a specific feature.
When using the “Tag UI element as feature” functionality in the product mapper we have to modify the URL to remove GUIDs and add wildcards for every feature individually.For example, if I tag an element it may have a distinct URL like: https://application.companyname.com/product/edit/8da4c590-cb2c-11ec-9780-c7a52d328538*I would need to modify this to look like this:https://application.*.com/product/edit/* Rather than do this feature by feature, it would save a ton of time to be able to tag all the elements, then in the product feature tree apply a bulk edit to replace ‘company name’ with * and then another bulk edit to replace 8da4c590-cb2c-11ec-9780-c7a52d328538 with null to the features.
When working with a very large product map, it is hard to identify features that were created but are missing rules. If you expand the module within the PX app there is a visual indicator for which ones have rules and which don’t, but there is no way to easily find these without expanding each module.It would be nice to be able to either filter the tree view for these features, or to filter the list itself. When using the product mapper in your application, there isn’t the same visual indicator for these features so it is hard to know which ones still need to be setup:The icon should be consistent to give a visual indicator and it would also be very useful to be able to filter for these while working in your application.
Trying to do iterative development on engagements is very painful and time consuming, especially when you enable triggering them from the KC Bot. Anyone with a rudimentary exposure to software development lifecycles knows that you should never work directly on what’s in production. Since there’s no real versioning or branching support, you end up cloning active engagements and the active KC Bot, changing the audience criteria and working on the new version.Working on the clones is also painful, as you need to constantly pause the Dev Bot or remove the engagement from it, then pause the engagement and then work on it. Actually, if you have the engagement open before you pause the bot, it will keep complaining it’s being used in an active bot, even if you have since paused it. The engagement doesn’t refresh the bot’s state after every attempt to pause the engagement. The opposite happens when you work on a bot, to add an engagement. It doesn’t refresh the engagement state, when you try t
The URLs retrieved e.g. from Google search in KC Bot’s Search are handled by a function that onclick of the article’s summary, opens a window to the external site. We would like those links to be opened with UTM tags that help us identify the source as the KC Bot. More generically, any number of URL params could be added to those external URLs
The following is added automatically, when a default search is defined in the KC Bot Search. (did it with Google).<div class="knowledge-center__widget-top-suggestions-title" style="color: rgb(0, 0, 0);">Top suggestions</div> You can’t style it and you can’t disable it. It should become an optional, editable element on the UI.
It would be ideal to have the option to customize the question we send to our customers at the end of a survey depending on the score they provide us. For example, if it is a Promoter the question could be different from the one we ask to a Passive or Detractor. So far this option is not available in PX and could be quite useful in order to have more insights from our customers and users.
I would love to be able to trigger an automated email engagement to users who read one of the articles we feature within KC Bot. We host how-to guides within the Bot, and if we can get people viewing a certain feature that they do not have access to - we could fire out an email to acknowledge their interaction and ask if they would like to buy access. It could be a great way to introduce more lead generation to Gainsight PX.
We need to update one of our products url. As a result any engagements and product mappers related to pages in this product need to be updated accordingly. Is there a way to define the top urls as global variables so they can be referenced when defining engagements and product mappers?
We have a set up where we have a bunch of engagaments designed to onboard our new users. They are supposed to see them in a specific order and we’d like to in an easy way see, both for specific users but mainly in general, how much time/when exactly the users see the engagaments.For example,We have engagaments A, B & C. They should be viewed in that order. We’d like to see how long does it take for a user to go through the full “flow” and how much time usually passes between seeing A & B and B & C etc. Let me know if I can clarify our use case in any way.Thanks!
Ability to undelete an engagementNo Status
When you delete an engagement, it would be helpful if the engagement went to a “trash” or “archive” area instead of being completely deleted. Administrators could then go to that area and undelete engagements.Accidents can happen where someone accidentally deletes the wrong engagement. This feature would make it easy to reverse deletion.
Engagement Badge AnimationNo Status
It would be great to combine the Badge to launch an engagement with the hotspot animation. This would be helpful for new content that you want to direct a user’s attention to. Then, I’d want the animation to stop but the badge to remain after the user has clicked on the badge and viewed the engagement one time.
It would be nice to have more control, either through allowing different shapes for the clickable area or using a CSS selector to identify the clickable area. Based on the current badge options, we have to use an image, either Gainsight’s icons or an uploaded one, and the clickable area is always round. I would like to trigger engagements via a badge from:An icon that’s added in our code, rather than Gainsight’s icons. Icon added in our code A text link that’s added in our code.| Text link For #1, my workaround is to upload a transparent image that I can position over our icon.Uploaded transparent image (border added to assist in positioning)For #2, I tried a workaround that Gainsight support suggested. I mapped the text link as a feature and then used that in the audience logic to trigger the guide automatically. This works but there’s a noticeable lag. Audience logic for mapped text link
As I understand it, currently only documents and videos can be pulled from our LMS into the knowledge center tab in a PX bot. However, our LMS also allows us to load SCORM files (Shareable Content Object Reference Model) as a learning content type but Gainsight won’t pull them from our LMS for a user to view. Any plans to include this as an option in the future?
It’s very difficult to update a template once it has been set as one. It has been recommended to use engagement cloning instead of templates to better facilitate maintenance. However, this method has risk of accidental changes to templates and no way to automatically or selectively apply the template changes. If I have 20 products, each with 10 engagements and the company colors change, we have to manually update our templates and 200 engagements with the updated CSS. This is just one aspect of template settings.As a customer with multiple subscriptions and products, I need one central place to define engagement templates and styles. I need those templates to be editable by only a few key engagement developers. I need template versioning so content developers know if they have the latest template.
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