PX Product Ideas
PX Product Ideas
- 257 Posts
- 1,398 Replies
Filter data to first X daysNo Status
We’d like the ability to look at what customers are doing in their first 7, 15, 30 days (examples) to help better understand feature adoption. We haven’t found an elegant way to be able to look at every users’ first X number of days. The only workaround was to look at a specific date range and then have the sign up date within that date range. This is obviously limiting in terms of the number of users who would qualify.
Posting on behalf of a customer:Currently, there is no limit to prevent the KCB from being dragged completely off screen the Bot behaviour with draggable enabled for reference https://share.getcloudapp.com/KouJBXG1. When this happens we either have to zoom out or re-login to view the Bot.It would be helpful if there was a limit to prevent KCB being dragged off completely.
Posting on behalf of a customer: Requesting to add the producttags and description(different from engagement name) to the AWS export of the engagement metadata table.Screenshot reference: https://share.getcloudapp.com/wbubPO0q
Posting on Behalf of a Customer. It is found that PX typically track mouse browser events on anything clicked on a web page. For certain HTML libraries that default to using Pointer events, it is found that it isn’t tracked by PX, as in the command calls are not coming in for them. Info on Pointer Events.https://developer.mozilla.org/en-US/docs/Web/API/Pointer_events
I need to be able to push an individual user’s NPS survey result back to Salesforce, in order to trigger tasks for our CSM team. Syncing at the Account level isn’t specific enough to segment feedback by customer persona (reps vs ops vs executives).Within the PX survey configuration, I would expect a tab that gives me the option to additionally record a user’s feedback to a custom attribute of my choosing. Perhaps with the option to track history or overwrite the field with the latest score. I know the data exists on the contact record in PX and is viewable under the feedback tab, I don’t understand why that can’t be passed through to an attribute.This was data we could previously capture with PX NPS surveys triggered by Journey Orchestrator, I need to be able to sync the data back to SFDC so other software can pull from those fields on the contact level.
Would like to be able to see which/how many users are qualified by an audience.Would be really helpful to see how many or ideally which users are qualified for an engagement to be able to discover if the audience has been set correctely. It’s tricky to guess sometimes.
Using a badge to launch an engagement is a better option to avoid an intrusive experience for a user. It is currently supported only for the “Guide” type. Enable it for others - Dialog, Slider, and Survey. Configuring the tooltip for a badge needs some enhancements - provide the same option as the tooltip for a KC bot.
Use cases & Outcomes:1. Trigger a post-engagement survey after an engagement (to understand the effectiveness of an engagement, we can’t rely on the completion)2. Trigger an engagement based on survey responses (push appropriate content based on the user’s need)Problem: In our case, we can only accomplish UC #1 by following this resource by setting up two separate engagements (guide, survey). However, we have noticed some issues (shared with PX).#2 isn’t possible since we restrict sharing PII data (hashed user-id) that can’t help retargeting.Request: Provide an option to have survey as one of the steps of an engagement - for #1, first step; #2, last step. Further flexibility on the step choice would be nice to have.
Please add more options for customizing the knowledge center alert badges. Some ideas:Allow the main alert badge and category badge to be customized separately Make the count optional inside each badge Add access to the css for alert badgesExample:
Knowledge center alert badge - Ability to select categories that are included in the main badge countNo Status
Please add the ability to select which categories are included in the main badge count.For example, I only want the badge to show for the What's New category.However, the main badge count includes all unopened engagements, including those in another category. When I open the Knowledge Center, the badge displays the correct number (2) on the What's New section but doesn't match the number (4) on the icon. I understand now that the category selection is only for setting which categories display a badge inside the knowledge center. However, I just want to notify users when they have unopened engagements in the selected category, and not for every unopened engagement.
Hi everyone,We think that it would be really useful to have the option to see “Median Time from First Step” and “Median Time from Previous Step” in our funnel reports. We would even dare to say that this would be more useful to have then the currently shown “Average Time from First Step” and “Average Time from Previous Step” due to the nature of our products and our users.
Posting on behalf of customer:With the current product design, We only export engagement name and type, and id fields to the AWS. It would be helpful to include all the engagement data like,Channel,Priority,Description,Status,Product,Environment,Labels,URL,sIgnore ThrottlingCreate DateLast UpdatedLifetime ViewsOn the AWS Engagements file.cc: @Janine Marlatt
Export labels of engagementNo Status
It would be great if Gainsight PX provides a way to filter engagements based on the assigned labels (front end). At least, label information should be accessible using the /v1/engagement end point of the REST API. Generating and maintaining engagements require different steps to be executed by different roles and users (e.g. design, localization, QA, ...). To manage these steps I’d like to introduce processes covering generation and maintenance. I’d also like to use the labels to document the steps and the ownership with regard to a specific role.However, to get an overview of all engagements I have to individually check each entry manually. Moreover, using the REST API the label information is not available.Example use case:Since I know that QA has a lot on their desks at the moment, I would like to check whether this becomes a bottleneck for the upcoming release.I login to Gainsight PX, go to the engagement overview and filter the engagements by the tag “QA approved”, OR I fetch enga
Date Filter to end at TODAYNo Status
My Onboarding team thought it would be useful to be abel to create custom dynamic date ranged that go from a specificed start date to (TODAY). This way the filters, widgets, reports, would always be up-to-date. The predefined timeframes do this, but the fexibiliy of any start date until today, would be helpful.
Hi everyone,We think that it would be really great to have the option of adding engagements to a priority group in a bulk, i.e. in one go. For example, we have dozens of “onboarding guides” which we would like to prioritize and put all in the same group - and currently the only option is to do that manually, either by drag and drop or by typing the name of the engagement and selecting it.
It would be amazing if we could add the email engagements to the audience rules - it would allow me to send a follow on email x amount of days later, an example I have is: Day 1 - user logs on for the first time and receives a welcome/acknowledgement emailDay 7 - user receives a re-engagement email highlighting features it would hopefully help users re-engage with our product!
Every time I train a new team on dashbaord design, they immediately ask if it is possible to create a “dynamic graph” at the top of their dashboard similar to the default “Gainsight PX Dashboard”. This feature is great on the default dashbaord and my colleagues would like to see it on the custom dashboard. It is kind of wasted on the default dashboard as that dashboard always resets every time you come back to it. It is a very nice “sample” but not all of those same widgets are available when creating your own dashboard. Please add a large dynamic graph to the custom dashboard widgets.
When creating a Dialog engagement based on URL logic, it is expected that the dialog disappears when users navigate to different urls. However we have confirmed with Gainsight support this is not the case in a single page application (SPA). Given single page application has become one of the most popular trends in web development (examples including Facebook, Twitter, as well as Gmail, Google Maps and Google Drive) this feature should be considered/supported .
Hi All, I can see that we can have a rule set for in app engagements (so if a user has seen this they will then see this), but it would be great to have that include emails too. So if a user receives a Gainsight email, the next time they log onto our system they receive a follow-up engagement.(but it only appears to those who have received an email so a message can flow from off app to on)
While you have the permissions granular enough to limit those who can launch engagements into production, there are several areas that users can impact engagements already live in production without knowing. This is a very big concern for security. Updating segments, product mapper, and audience will directly impact any engagement that uses it with no approval process and without the permission to launch engagements to production. We need a way to ensure ANY impact to production engagements is controlled by the production launcher. In addition, with this, there is no way to test changes to segments or product mappings without risk to live engagements. We would have to create a copy of the targets and maybe the entire engagement (not sure, have to test) in order to make changes to the targets. This is a lot of additional work and risk.
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