PX Product Ideas
PX Product Ideas
- 641 Posts
- 1,406 Replies
Hello everyone,We would like to have the option of selecting more then 3 different features/events when using Query Builder to analyze our data. The use case is as follows.When creating, for example, an onboarding tour (or any kind of guide actually) for our clients, it’s a good idea to map the steps of this tour as events and then to create a funnel. If we have set up a super-tour, we would expect that most of our clients will start from the first step (triggering the first event inside the funnel) and follow it to the last, following the order of the steps in this tour/guide.While we can get some insights from such analysis, it actually gives us only partial information. This is because events (steps) inside a funnel need to be dependable on one another (each next step is taking into consideration only the set of people which landed on it from the previous step in the funnel) - and that’s great. However:what if, for some reason, one of these steps (or events) isn’t working (or isn’t
I wanted to create a dialog directed to those who scored us low on an NPS survey we previously sent out, but I was surprised to see this option doesn't exist (yet). For now you can only use Survey scores as an audience rule for email engagements. It might be an idea to introduce this for all engagements?
Integrated Chat Support through ZendeskNot Planned
We were hoping to get integrated chat support via an engagement which would link through to Zendesk to create a ticket and allow for our support staff to chat live with Users who need assistance. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Likethis-a16b6f81-941e-41ac-8f52-e5f74484e2fa-1030023056.png[/img]
Gainsight supports css on guide and template levels. However there are multiple css selectors that are not accessible or can’t be customized, for example, 1) triangle (which points to the aligned element) from the engagement guide takes the background color and can’t be hidden using css (No. it doesn’t take transparent color as background); 2) a drop shadow on .apt-guide-popup level remains visible and can’t be customized even after turning off shadow in Settings. There are also css attributes that are cross templates (e.g., font-family, default text/link color) which need to be set/repeated in every template. Having capability to access/customize global css would help solving these limitations.
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
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.
I would love the ability to have different levels of throttling based on the engagement type. For example (not necessarily the exact settings I would use, but for the sake of the example):Surveys - show users no more than 1 survey per month Webinar/event invites - show users no more than 1 engagement per week (could use engagement labels or something to indicate that a particular dialog engagement is a webinar/event invite) Guides - show 1 per day since these are more contextual I think the new engagement priority feature could be applied to account for some of this; still, it’d be really fantastic if I could just report internally that “we don’t send more than 1 event invite per week” for example to alleviate concerns around engagement fatigue.Similar/follow up to this post
KC Bot Improvements - one click access to Articles/Videos and targeted Feedback Category email forwardingImplemented
Posting on behalf of a customer… It would be great if users would have one click access to Articles/Videos. Currently, there is a two step process to click on the Article/Video option, then click on the “Read More...” link. See below: It would also be great if each Feedback Category could be sent to a separate forwarding address. For example: Issue → Support team Feature request - > Product team General Feedback / Other → only stored in PX Feedback Analytics sending feedback "categories" to different email addresses.
Request I would love the ability to preview a Tour engagement that is currently launched. This is helpful for people who are trying to learn about how a launched engagement currently works. Current Currently, a Tour engagement must be paused before it can be previewed via the in app editor preview.
I’m running some data through Path Analyzer and the information is interesting. However what I really would like to see are the quantitative number behind each path. Is there a way to export this data to CSV for further analysis in a spreadsheet?
Use case: When we have multiple engagements added in KC bot, I would like to target few engagements visible to particular accounts or users. With the current design, we don't have this ability, all the engagements added to KC bot will be visible to all the users. This feature can be handy. Thanks
Currently, when we integrate the slack with the Gainsight PX, We are providing only one channel where we can receive the notifications. Can we make it possible to add the multiple slack channels while integrating, so that we can configure like “within each channel establish unique channel specific alerts”. For Example, USE CASE: I’ll create the multiple slack channels called Engagements channel, Account channel, Audience channel etc. Then While integrating,I want to map “Engagement related notifications to #Engagement_channel.” “Accounts related notifications to #Account_channel.” “Audience related notifications to #Audience_channel.” “Leads created -> #BDR_Leads.” “Feedback received -> #ProductManagement or #FeatureRequest.” **With the current design, we can set up only one channel for all the notifications.
Export user activityResponse from Customer
It would be great to able to generate a raw export of all events from all users in a given account.For example, if an account has 17 users, I would like to export an aggregate list of the “Recent Activity” in one long list for all 17 users.This would make it easy to do some Excel post-processing to analyze patterns in a given customer context.
Is there a way to customize a PX survey to include three options, like the one Gainsight is using?Implemented
We want to ask our users how they like certain features, and we were hoping to do exactly what Gainsight is doing at the bottom of their own forum content, like this:Is there a way to set this up that I’m missing? We want the three options, not just a boolean.
Gainsight PX requires you to pause an engagement when you are doing things that shouldn't be customer facing. I'd like to see the ability to do the following without having to pause the engagement: [list] [*]Change the name of an engagement while it's live without pausing [*]Be able to preview guides (make eyeball available) without pausing. Often, I just need a screenshot or to show other team members what the guide looks like and I have to pause it in order to do this. Currently on dialogs you can click on the preview eyeball when the engagement is live but the same option doesn't exist on guides (you can only edit guide in-app). [/list]
Allow adding custom events through REST APICurrent Functionality
Currently, the only way to add actual custom event data is through the Web SDK, and even that requires a window object. It would be good if we could actually add rows through other means, primarily the REST API. If it were added there, it would be possible to do in any language. I discovered this through a lot of trial and error, as it looks easy to do already. There is a “Custom Event API”, there is a Java SDK, there is a python script called a data loader. Customer support took me through these options and more, and I left no stone unturned, implemented each one--but it turns out, none of them can actually add data, despite good auth credentials. All these can do is either update existing data, add new definitions for custom events, or most commonly just read existing data. Adding this feature seems to be a no-brainer. Adding data for all events should be possible too, not just custom ones. As far as I know, it’s not possible to add data for these either, but I didn’t look deeply int
I often interspersed a modal like this in the walk through tool my company used prior to shifting to PX: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/toast-b004be6f-979b-4f1a-9b8e-81035758d747-261604834.png[/img]The users could do whatever they needed on the page, and the modal would persist in a corner of the screen despite minor url changes. When they clicked "Next," the next step would appear. (The (?) spots reveal explainer tooltip text on mouseover--just regular html stuff that we can do in PX too) WHY IS IT USEFUL This technique worked well in cases where a user may need to take any number of steps (or no steps if already ready) before moving on to the next part of a process. It's the digital analog to a tour guide saying, "get some snacks, hit up the restrooms, meet back at the bus in ten minutes." Does this make sense and has anyone found a good way to handle this kind of function in PX?
Knowledge Center Bot Font CustomizationUnder Consideration
For our use case we really want more customization. For starters we would like to be able to customize the font setting in the knowledge bot to better fit with the rest of our portal. It looks a little strange to have our knowledge center bot and engagements in a different font from everything else.
There seem to be a lot of functionality issues with the Feature Guide (Knowledge Bot)Partially Fixed
Hi everyone, Wondering if anyone has tried to use the feature guide (knowledge bot) yet? I've run into some pretty major issues, as well as just some inefficient and confusing pain points. Hoping that someone has some insights, as these are really show stoppers for us being able to use this feature. This is for the product formerly known as Aptrinsic. Major issues: [list=1] [*]Setting the engagement visibility for the items in a feature guide doesn't impact the visibility of the feature guide. I found that out when I launched the feature guide, ostensibly for testing, to myself, and everyone saw it :(. [*]There's no way to set feature guide visibility. Would have expected underlying engagement visibility to dictate the feature guide visibility, but that is not the case. Therefore, there is no way to test the feature guide. [*]There are some pages on our platform such as code editor tools where the feature guide button displays over the top of the primary action b
More Retention Analysis functionality in GPXUnder Consideration
We are heavy GPX users and rely on retention analysis for our growth performance. However - we still find it somewhat manual. Idea one: Here’s a spredsheet that we have to manually pull (copy/paste) into a spreadsheet for refined analytics ([url=https://docs.google.com/spreadsheets/d/1Ha9xFE2PhFmc_o40lwjl_0KIzGNhbHnUTroVJHPnzgI/edit#gid=0]link[/url]). There should be an export functionality (csv) so we don’t have to recreate this viz in a spreadsheet. The export should respect the filters and daterange applied. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190719at2-15-39PM-a86206bb-6ac2-4e23-9473-3108f3b6a0c3-357608770.png[/img] Idea two: Please have the individual cells hyperlink to the list of users/accounts that came back for a given week. I.e. 2 accounts came back in Week 3. The expected behavior should be I clicking the number 2 in week 3 and seeing a list of accounts.
Hey all, I'm looking to setup 'hold out/control groups' for some of our new engagements. It's not an A/B test where I'm comparing two different engagements, but rather users who would not see engagements (our baseline) and then those who will. This should help us validate if our engagements are influencing adoption/behavior of tools. We are new to PX and only have a several weeks of data so looking for increase in trends will be a hard route for us at this time. We can turn it on/off for different months, but seasonality is something specific to our user base and would be a flaw in our results. I'm aware there is no tool (but could be in the future PX product team ;)). Has anyone else found a creative way to create a control group? Sarah
To provide better visibility into potential engagement conflicts, it'd be helpful if the Engagements List View included the engagement's location and/or page that it's targeted to. Right now, I have to click into the individual engagements to see the location in the app that the engagement will appear. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/engagementlistview-ad07d729-5c4a-4da0-9f6a-eb31eb14d78f-1456726083.png[/img]
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