PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,408 Replies
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
Need a way to manage user subscription preferences to comply with GDRP, CCPA, CAN-SPAM, etc. requestsNo Status
We would like to have a better way to manage user subscription preferences to comply with GDRP, CCPA, CAN-SPAM, etc. requests to prevent users from receiving any more PX engagements (emails + in-app engagements) and/or remove users from PX altogether. Currently, we have to manually go into every engagement and prevent a user from receiving them, which is not realistically scalable or a good use of our time. In Mail Chimp and other apps, you can change a user’s subscription status as an admin, but PX has no way to do that. Please consider creating this functionality.
Addition of filter that launches engagement when usage on account level is less than/greater than a certain amoutnAcknowledged
PX Engagements Current Currently, in the Audience section of engagements, we are able to use the ‘product mapper’ logic to launch engagements when usage is less than/greater than a certain amount. We have then combined this in the past with the user id logic in order to show pop-ups related to certain features when their usage in the tool is low OR if they have exceeded the total times they have visited the page specified in the logic. We would like to launch an engagement for certain users when usage across the whole account is less than a certain amount, not just for a single user. Use Case There are certain features in our tool that only certain users types can configure, Admins (1) and Manager+ (22), like the example you see above. Settings > Account > Review Source Credentials. Any user with these two user types can access this section and configure a feature for the whole account. If we use the logic to launch an engagement when a single user’s usage is lower than a ce
It would be awesome if you were able preview the participants for the audience logic setup for a dialog, slider, guide or survey engagement. Intercom has this feature and it’s great to sanity check who’s going to receive your message before you set it live. Any ideas about a way to check an Engagement’s audience using Audience Explorer?
We have many engagements and onboarding experiences that use similar filter criteria. For example, we want to filter several engagements by combinations of geography and by another custom attribute, with the geography being not just a single country but multiple countries that receive the same regional experience. The criteria are consistent across engagements and across our analytics, but users may match different elements of our criteria over time.We would like to be able to create reusable sets of filters that we can maintain across Gainsight and import across a few areas, including:Audience dashboard Analytics reports EngagementsRight now, every time we have to modify the criteria for these groups of users, we have to find every single place across several different areas of Gainsight. Given that we have dozens of engagements and are building out more reports, this is both a maintenance nightmare and extremely error-prone due to the amount of manual work and tracking of filter crit
USE CASE: I have a multi Question Survey Engagement which I have launched with a feature being used right now and Qualification Scope Every time. So I would like to collect the feedback every time when the user clicks on the button feature. But Here, We will display the engagement every time when the feature is used, But we only collect the feedback once per session. That means if user submits 3 feedbacks with in a single session, We only consider one. Which is not a reliable Every time Qualification Scope. when we are displaying the Engagement every time, PX should also collect feedbacks every time. It would be a really good and helpful feature request to be consider. Thanks, Shireesha.
Hi, I generate weekly reports for our company regarding our app’s usage, but currently there is no way to select the same date range for the report across all dashboard items, which is frustrating because I have to manually custom-select them for each dashboard widget. Please consider adding a master date range selection tool that will apply to all widgets on a dashboard. Thanks!
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?
In the Query Builder, when we use custom events, If we want to group by the properties of the custom events, we can only do so if the property data type is string. It would be really helpful if we have the ability to group by all the data types for all the properties of custom events.
Provide access to the "Allow Contact Me" data in the Survey Analytics and CSV Download for non-NPS SurveysNo Status
Submitting on behalf of a PX customer… “Allow contact me” is visible for NPS, Boolean, Rating, and CES surveys in PX Survey Analytics and the CSV downloads, but not available for Multi-question surveys. The only way to get this data is by using the REST API method “EngagementViewEvent”.
Create Hotkeys for Product MapperAcknowledged
Create Hotkeys (Keyboard Shortcuts) for Product Mapper. It takes awhile to click through all the stuff. Making hotkey shortcuts for Rename / Add Rule / etc. would expedite this significantly. --Similarly, keys like “Enter” should be mapped to accept a Screen like “Adding a Rule” Pop Up. Also, double clicking a Module/Feature in the Sidebar should select it to be renamed.
Px - Blocking Data for Indentify CallImplemented
Looking for an enhancement to block the sending of all information in the identify call except for the ID’s. This is needed as we (a customer) wants to provide all data through the API, and block all other data flows. Contact me for more client details.
We were speaking with a customer earlier today who would like the ability to change the text of buttons in an engagement. The below exampe is the first slide of a guide and in this use case they would like the text to read "Show Me". At this point I understand that this is hardcoded in the product, but in the future we would like to be able to edit text for all buttons. Thanks [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Image20191009at9-48-39AM-a081492c-1903-4dff-9177-e402756be495-926190522.png[/img]
We recently launched a series of onboarding emails for our app, which send around 20 customized emails per day, each custom-designed and targeted to reach our customers based on usage of our app. However, right now, I receive an email notification about every single time an engagement sends, and there is no way to turn this off. It’s very annoying. While I didn’t want to do it because I love getting the weekly digest emails on our app, I unsubscribed from all Gainsight emails to hopefully solve this problem. Please create a way to turn off email notifications for email engagements so I can re-subscribe to the email notifications I would like to receive. Thanks in advance for considering this.
Add tab to Knowledge BotNo Status
We have a use case where we would really like to iframe a separate window into the Knowledge Bot in its own tab instead of the “Feedback” tab. Our support team has a Visualforce support page that would be more useful here for our end users. This would allow our users to submit tickets directly from solution without having to leave and come back. Has anyone else figured out how to iframe content within the knowledge bot?
Posting on behalf of a customer, who has two user workflows that are essentially identical, with exception of the URL path being either /new/ or /edit/. Here is the question that they had ,“We have the “new” workflow mapped, with probably 100+ elements. We now want to map the “edit” workflow, which again, is mostly identical. Is there a way to copy the entire node that’s labeled “activities:create” into a new node called “activities:edit”?”Let me know if there are any workarounds. This makes for a good product idea . Please consider this
NPS needs a Rolling NPS trend lineAcknowledged
Hi folks, Would be great to see an additional graph that shows the trend of NPS changing over time, within the time window (i.e. a Rolling NPS score). The “trend” graph at the bottom only looks at one day at a time. The trend graph I’m asking for looks at the current day plus all previous days. So, it shows how NPS is moving over a time window. CURRENT REPORT DATA SET Date Promoters Neutral Detractors Total Daily NPS Rolling NPS 25-Feb 2 1 3 66.7 66.7 26-Feb 1 2 3 -33.3 16.7 27-Feb 1 1 2 50 25 28-Feb 1 1 -100 11.1 29-Feb 0 11.1 1-Mar 0 11.1 2-Mar 1 2 3 -66.7 -8.3 3-Mar 2 2 100 7.1 FUTURE REPORT To include Daily NPS (already included) PLUS Rolling NPS (shown below)
Posting on behalf of a customer : With the current product design we can get the new user signup report daily/weekly. But it would be helpful if we(admin) could get a realtime email alert from PX when a user has visited/signs up for the first time. Additionally, it would be great if we could setup the alert(email) if those users qualify the applied rules/filters at account level.Example : Get an email alert (to my address, ABC@xyz.com), When a user has visited for the first time and is coming from an Account that is "condition1 = value1"Currently the customer is having to connect their GainsightPX to an external system (salesforce), sync the data to the other system, and make the alert from there. Regards,Srinivas.
An engagement (bar/dialog/guide) should remain visible till the user clicks the X to close theengagement, or clicks *Got it *button on the engagement. This should be possible without using an overlay. Also, the engagement should not reappear once the user has interacted with the guide (closed it or clicked a button). This ensures that the user keeps on seeing the guide on a non-intrusive format but is not blocked to take other actions on the page.
Robot Font is not getting reflected in the End ApplicationWorkaround Available
Hi All,Roboto font is used by the PX application and that it is available in the Editor. However, Roboto is not a web safe font, and it is unavailable/not getting applied for the customer application. if the customer wants this font to be available he needs to add it by himself to his application.To get rid of this, it will be helpful that specific fonts should be loaded by the PX-SDK only.Regards,R Satheesh
Currently in PX, We have the ability to send the reports automatically (weekly/daily) through emails, But this option is limited to only few features. Here is the image, If we add the custom reports also, it is limiting to only Adoption analytics. We cannot add the survey performance or the Email performance as reports. So it would be helpful if we have the ability to add the survey performances also.
It would be create if we could add additional criteria to the Company Person connector for PX. Preferably, the ability to select any field for matching, though at the very least, account or name fields would be an improvement As-is today, this connector, and as far as I’m aware all other person matching in Gainsight, only uses email address as the identifier, but this isn’t ideal. When it comes to the PX connector in particular we notice this limitation, as we sometimes have multiple users related to a single email address (email@example.com) or a single person, who has a user on multiple related accounts.
Enable engagements to run indefinitelyImplemented
We want all 28 our our app’s engagements to run indefinintely. However, there is no way to currently set this to happen. We have had to use the “From / To” date selection tool in Schedule > Scheduler to manually scroll through the end date selection window month-by-month for years ahead into the future. Years from now, we may never know that an engagement as stopped sending, and this is very problematic. Please create the ability to set the end date to “never end”. Thanks!
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