PX Product Ideas
PX Product Ideas
- 641 Posts
- 1,406 Replies
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
Insert a list of IDs at onceAcknowledged
Hi everyone,We would really appreciate if there would be an option to copy-paste a list of IDs into the Audience Logic field when defining an engagement (not saying that this option shouldn’t be available for other fields in other parts of PX too).The use case is very straightforward. Imagine having hundreds of Accounts using the same product in basically the same way (their actions and behaviour are very similar). But you have a one-time special reason why you want to show your notification only to Users of (let’s say) 50 specific accounts. And imagine that you can get this list of 50 accounts in question very easily from your database. In this case, what would be perfect, in a sense that it would make sure that the right audience will be targeted, is to insert the 50 AccountIDs in question (as the only Audience Logic condition) and immediately launch the event.With the currently available options, the only way to do this is to manually insert Id per Id... until you inserted all 50 :)
In Multi Question Surveys, I’d love the ability to have a multi-choice question and a comment field in 1 step. For example, I am making a survey where one of the options is “Other”. I would like to use the comment field to allow the user to reply with what “Other” means.
Posting on behafl of a customer. Today the export limit of Audience Explorer and Account Explorer is 30,000 and 10,000 respectively. It is desired to increase this to 100k. Using S3 integration to filter on the csv list of Accounts/Audience, but there are certain filters that are only available in Audience Explorer or Account Explorer.
See survey response rate per number of viewersUnder Consideration
When looking at PX survey response rates, I can see that the response rate is calculated based on the number of responses/the number of survey views. I would also like to see the survey response rate calculated based on the number of responses/the number of survey viewers. This will tell me how many people of the targeted audience responded, regardless of the number of times they saw the survey.In this example, PX shows that the response rate in 13.55% based on 53 responses/391 views. However, the survey was set to show multiple times if the user did not respond, meaning the response rate will be lower and lower the more times a user sees it, even if they respond the 3rd time. What I want to know is the percentage of targeted users who responded to the survey. If I look at Audience explorer filtered to users who viewed/completed the survey, there are 224 users total. 53 responses/224 survey viewers = 23.66% response rate.
Posting on behalf of customer: Currently, we need to issue an API to setup labels to limit the search scope of Zendesk articles. But it would be great for user experience if we have the ability to add the same via UI itself in the Zendesk Integration dialog, or within the Knowledge Center Bot setup.
Add Notes to Features/ModulesNo Status
Hi guys,I believe it would be useful to have a Notes option on every feature (and module) where one could write all of the historical changes that were done at the Features logic or perhaps a description what exactly feature is tracking or when it is being triggered.
Hello everyone,I think that it would be great to have sort of a well known “copy to clipboard” option, but tweaked in a way that we would be able to “store and re-use” an (audience) filtering result. Consider exploring results in the Audience Explorer part until you are sure that you got the right audience and then deciding to make a certain analysis on the same set of Users - let’s say an analysis using the Path Analyzer in the Analytics part of PX. With the current setup, you would navigate to Path Analyzer and you would need to add and apply all the same rules as you did 5 minutes ago.Instead of the above setup, I’m suggesting to have a “Use this filtering result” button that would (when clicked upon) open a drop-down list asking you to select to which part of PX you would like to take the Users present in the current filtering result.The benefit of this feature wouldn’t be just in reducing the number of clicks for “lazy people” who don’t like to remember all the previously used rul
Image Content ManagementNo Status
Within PX, could we have a location wherein it’s manageable and easy to clean up branding and images for Engagements? I know you can select an image, and replace it via “browse” but that’s a clunky way of doing it - it’s just a huge jumble of images that have been used EVER and I can’t put them in folders or anything to aid in templatizing things for other teams.
Dashboard Co-Owners in PXUnder Consideration
Hello dear PX Community,I think that it would be really useful to have the option of selecting “Dashboard Co-Owners” in PX, especially for companies having more then a few stake holders dedicated to in-product analytics. In my opinion, this “Co-Owner” role should mainly be able to:change Global filters such as time period observed and similar add widgets on the Dashboard but should not be able to delete widgets from the Dashboard which were not added by that same personOne of the benefits of this approach would be, for example, not having to clone every dashboard just to change the time frame on a certain graph.The global filters for PX dashboards are yet to be implemented and I fully agree that they are necessary - posts related to this necessity were written 9+ months ago on link1 and link2. Please let me know was there any progress on these ideas too.I see these two “features” very much related because I would suggest that Dashboard Co-Owners are allowed to change Global filters of
Ability to Mark "cc" in Email EngagementAcknowledged
Customer ask : If we can have the ability to mark in cc to a cross-functional team for email engagement. This will help them to increase the visibility for other team. For example: In case the product team have triggered an email engagement for all the Admin users they would like to mark in CC the associated CSM. If we can have cc option in email setting.
Make the Feature Path visible during mouseover in our Feature Adoption report when grouped by FeatureAcknowledged
Make the Feature Path visible during mouseover in our Feature Adoption report when grouped by Feature. When viewing the ungrouped Feature Adoption report, the Feature Path is clear. However, when grouped by Feature the Feature Path is not visible at all. This can cause confusion with identically or similarly named Features. See screenshot examples below.
Copy Survey slidesNo Status
Hi Guys, It would be great if you could add the functionality for us to copy a previous slide on a survey so we dont have to copy the same things out again (especially if we are asking for the same responses but altering the question slightly). E.G. How do you find the home page?Great, Good, Average Bad? How do you find the Search Page? Great, Good, Average, Bad? at the minute I have create the same thing over and over again whereas a copy and paste would be much more time saving!
Add more varied options to surveysNo Status
Hi All,Would it be possible to add the functionality to allow me to create surveys that incorporate both ratings and comment/feedback boxes? It would be great for us as we can then ask how people are finding the tool overall and delve deeper into smaller parts of our tools to find out overall ratings and then comments too!
We manage 4 product lines all within one knowledge base tool - Knoweldge Owl. They also have an in-app widget that we could add to our platform, but ideally we want 1 place where users can get all types of help. It would be great if GainsightPX had a native integration with Knowledge Owl as they do with Zendesk, Help Docs ext. If not - is there a way we can leverage knowledgeowls API and custom build this functionality within the Knowledge Bot ourselves?
Differentiate ACTIVE and INACTIVE usersResponse from Customer
Hi Guys,I would love to be able to deactivate a user from future engagements if I know they have left their role which they have a subscription for. At the moment we target engagements based around company names (so Annie’s Apple Shack) but if I know that 3 members of that business have left, they still remain present on Gainsight as we have no way of alerting Gainsight to their departure and they still come receive unnecessary emails/spam. Would a monthly data-upload of all active users help that? if we populate a field to state ACTIVE or INACTIVE we can have that as a filter…..?
Hi, currently we have to set the Localization state 'in progress' manually after exporting the engagements for translation.It should be set automatically during export.This would help us avoid a lot of manual work and always keep our Technical Writers informed of the current state of their texts.Thank you very much!Best regards, Katharina
Guide Default CTA actionsAcknowledged
Do the engagement guides’ default CTA buttons link to specific actions you can call on via the query parameters? For example, If a user clicks “Skip”, it’s logged as something so I can call on that using query parameter to show them another engagement? I understand this is possible with custom buttons, but I’d rather use the ones provided vs. trying to remove them, and somehow putting my own buttons in their place to log parameters for further triggering. I also tried using the in-app engagement audience rule, but the viewed vs. completed logic doesn’t seem to be verifiable (I can’t seem to see guide completions in audience explorer user full profile, only views), and there is no skipped option.
Keep connection between template and engagementAcknowledged
Currently engagements seem to be copies of a specific template. Templates should however stay connected to the engagements.→ Engagements should stay connected to ‘their’ template.→ Templates should be editable.→ Modifications to a template should affect all engagements which are based on that template.→ It should be possible to apply a different template to an engagement.→ When creating and editing a template, users should be able to set single settings to ‘Don’t inherit’, so that these settings can still be defined for every single engagement.→ It should be possible to define template variants for languages, for example using a different font-family.→ The template of an engagement should also be listed in the overview in the engagement editor.→ It should be possible to apply a different template either in the overview or when an engagement has been opened for editing.
New badge count feature for the Knowledge Center Bot should consider newly added articlesAcknowledged
I saw that Gainsight recently released a badge count feature for newly added engagements to a knowledge center bot (great feature, thank you!). I’d like to request this new feature be enhanced to use for newly added articles to the knowledge center bot as well.In the meantime, I have turned on the badge count feature and will only be adding engagements to the bot for now, so our users will know when any new content is available. In other words, I will use a dialog engagement to let users know of a new article and provide a link over to it. This experience has the same # of clicks to get to the article, so it’s a win all the way around.
Enable changes on CSS tab of engagements after translation state has been set to 'Ready for Translation'Acknowledged
When the translation state of an engagement has been set to ‘Ready for translation’ not only the text of the engagement is locked, but also the entries on the CSS tab. As these apply to all localizations and are not part of the export files for the localizations they shouldn’t be locked.
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