PX Product Ideas
PX Product Ideas
- 663 Posts
- 1,452 Replies
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
URLS in Engagement ViewNo Status
Quick thought...with the August release we can now see URLs in the Engagement page. We commonly use this audience selector to setup IS NOT rules for URLs. The URL pulls through on the engagement page and made me second guess if I had the rule logic correct. Good news, all is well. It was simply the perception in the table view. Would love some sort of indicator for URL rules using a 'is not' logic. Secondly, 'Created Date' is not providing as much value as 'Launch Date' would be for my team (followed by Expiration Date).
We've noticed that the knowledge center bot is a bit rigid in its customization options right now. We would like to be able to change the options in the Feedback tab since the current options listed aren't well suited to our needs. We do feedback through other integrations right now so we wanted to set this tab up more for customer support. Right now the only customization possible is the ability to change the name on the Feedback tab which doesn't help us much because we can't also customize the categories for the feedback to be more related to support.
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.
Js Code in Engagement.No Status
Hi, Can PX filter the audience or account [i]relative[/i] to a certain date? For example, can I filter "where trialEndDate less than $TODAY"? (unexpired trials) or "where trialEndDate equals $TODAY+5" (i.e. trial expires in the next 5 days)? -Matt
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.
For customers with the Zendesk Productivity pack, it would be great if PX can integrate the Feedback support tab in Knowledge Bot along with Zendesk so they can get all the proper fields filled out when someone submits a feedback/support ticket through the Knowledge Bot. If you are not familiar with the Zendesk Productivity pack, essentially when a client goes to submit a ticket they select an option from the first drop down and then based on that selection, different drop downs populate below.
The ability for a user to snooze and/or remind them later for an offered in-app Engagement Slider or GuidePlanned
We all spend lots of time on creating the perfect content, presentation, and experience of in-app Engagements and we expect them to help near 100% of our targeted users to become more informed, efficient, effective, and productive. However, no matter how much we try to put the engagement in the right place at the right time, many other factors ... like the user needing to get something else done right away ... the user not having time to focus on this engagement opportunity ... will affect whether a user actually starts and completes the in-app Engagement Slider or Guide. To align more closely to the "Timely" component of our “[url=https://www.gainsight.com/blog/the-in-app-engagement-starter-kit/]TRUSt Framework[/url]”, adding the option for the user to snooze and/or remind them later about an important Engagement that has been offered would be very helpful in increasing the Engagement completion rates and value. This enhancement would match perfectly to our promise that
HTTP Referrer in AnalyticsNo Status
Posting on behalf of a customer. Like Google Analytics, they would like to surface the source HTTP referrer. Please see screenshot below as an example. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190807at4-39-43PM-722ac282-a5ac-4af5-a668-4517dd956b5a-1645962377.png[/img]
Fine-grained date/time filters?No Status
I've made extensive use of the Gainsight PX API and so I know that fields like lastSeenDate and signUpDate can be specified in milliseconds as part of the filter. However, the UI (eg: Audience Explorer) seems only to allow filtering at a granularity of days. Is there any way to do fine-grained filtering in the UI? I have tried using a URL (eg: [url=https://app.aptrinsic.com/users?firstName==Matt]https://app.aptrinsic.com/users?firstName==Matt[/url]) but that doesn't seem to work. Thanks, Matt
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
When we test engagements, we often use our email address in Engagements > Users, to target it to ourselves or a few colleagues and then launch it. With engagements that will appear only one time, this means when the engagement is finalized, or modified and re-tested, the same user is unable to view the engagement again. These views by internal users are also counted toward the overall views. It would be helpful if we had an option to clear the engagement views data, for use during testing. And this is probably a separate issue, but the Preview option does not necessarily represent exactly how the engagement will appear in the app. I've seen engagements appear much larger with larger font, for example, in the Preview mode, than when we actually launch or view the guide in the app.
Dashboard MetricsUnder Consideration
It would be great to receive these types of metrics all in one place: % of Total Active Accts per week and per month (I figured out how to get the total #s but not the %, short of downloading and doing the math... which is complicated since the total fluctuates over time) Average # of users per account (per month) Average # of actions per user, per session (per month) Average # of sessions per user, per month Average session length/user
SFDC Integration - Leads SupportNo Status
Posting on behalf of PX customer. For lead gen platforms, the majority of our users are set as leads in SFDC. They will only convert to contacts once they convert into a sales opportunity for other products. However, in order to start nurturing these leads in-app with PX, they need to have some of the SFDC data to segment the leads. Integrating leads from SFDC to PX would be very helpful for this use case!
Hey all, We just got the following questions from a client who is trying to promote adoption of our product to others at his organziation. [quote]I was wondering if there was a data portal that I could look at for Bongo similar to other tools I manage? For instance, I pull usage data from ______ that includes who uses it, how long they use it for, whether or not they recorded their meeting... how many people are in the meetings... etc. _______ has a similar tool with all sorts of useful statistics. These statistics are available to me at all times and I use them fairly regularly to see how everything is working and also compare previous usage with current usage and help me focus my efforts for future usage. As I work on strategies for implementing Bongo in future courses I find myself wishing I had a data portal where I could look at some stats to back me up when I go into a meeting. [/quote]Something that would help us address this need is an externally shareable custom dashboa
When we have product releases, I've noticed that sometimes things slip through the cracks and we break the logic in the Product Mapper. Overall, our process is that dev will apply a unique ID to any CSS element we want to track and notify us of any changes. Still, we don't always catch them all. It would be great if GPX would send alerts about the possibility of a feature in the Product Mapper being broken. I imagine this could be detected by a sudden drop in measured feature "usage" - implying that the ID on the element may have changed and GPX no longer sees it being used. Thoughts?
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]
Help navigating in the contextual engagement builderUnder Consideration
From this spot in the builder, it's hard moving to any next or previous step. I have no idea what to click in the menu: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/PXMenu-0b821a37-d700-4662-b5c7-7232b0c65f70-776326978.png[/img] PX could help me navigate by either: [list=1] [*][b]highlighting [/b]the current step in the dropdown menu [*][b]showing some text from the modal[/b] in the dropdown instead of the title it asks me to enter (which can become outdated and which I tend to skip)* [*][b]adding the <5/18> style navigator[/b] used in other parts of the builder to this part of the builder (but what would really be prefereable would be to integrate all of the builder functionality into this contexual builder where my app is in the background) [/list] *I have not been entering meaningful title info because it is fragile to updates and even well done provides no value to my users. I generally pass through multiple iterations where the content an
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?
Product RequestsNo Status
I'm posting this on behalf of a PX customer. Here are some ideas and feature requests: [b]Customizability of the Onboarding Assistant's design - [/b]Changing the coloring of the text after user clicks Guide Activation URL (ex. "Take me here") [b][/b] [b]Boolean survey with true/false values (not smiley/sad face)[/b] [b][/b] [b]Inconsistent display of engagements in builder and in real-life[/b] [b][/b] [b]Viewing the comments in Survey Performance (without exporting, hovering, or expanding columns)[/b] [b][/b] [b]Viewing the metadata contents of custom events[/b] [b][/b] [b]"Chat bubble" to interact with clients (intercom style) - [/b]Use case: Survey appears, minimize survey, come back to complete survey later
Engagements: Editing tooltip pointer CSSAcknowledged
Hi all, A seemingly simple task, but when editing a PX engagement I can't see how to edit the CSS style for a tooltip pointer, i.e., the little "arrow" attached to the tooltip that points to a specific location on the page. Editing the CSS for the tooltip itself is easy within the Editor, but It appears that the CSS for the pointer is outside the scope of the other styles. I assume I'm just missing the obvious and would appreciate having someone point me to the correct solution. This is important because the default color for the tooltip pointer is white, and on a page with a white background the pointer is invisible. We can override the background color in the Editor to a light gray to allow the pointer to stand out, but this is not our desired approach. Thanks! Chad
Better definition of Active UsersAcknowledged
Currently Active users are those who was seen at least once in the last 7 days is really not how we (and I'm sure many other customers) as Active. I wish that there is more sophisticated filterings such as: Last seen at least x days out of the last x days, or number of visit in the last x days is greater than x. The number of visit in the last x days is greater than x seems doable since that data is captured in PX already:
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