PX Product Ideas
PX Product Ideas
- 663 Posts
- 1,452 Replies
Posting on behalf of customer, Whenever user selects Audience rules in engagement to restrict it to only particular set of audience, it would be displayed to only that set of audience when Triggered by is set to Automatic. Instead if the Triggered by is set to Knowledge Center, the Knowledge center Audience Logic rules overrides the Audience logic of engagement. Example Scenario: If in Engagement audience logic, it is selected to be shown to only particular account users. But in KC bot, if audience logic is set to be shown to all users. In this case, Engagement is being shown to all the users of all accounts. Instead if the engagement is shown to only users who are selected in Engagement audience logic, it would be of great help instead of creating multiple KC bot’s for each required filter at engagement level.
Display Badge views in the analyticsNo Status
Currently while using a badge in an Engagement, If we do not have any other steps like tooltip or dialog other than badge, when we launch it, if user visits/clicks on the badge the views in the engagement is not increasing, thus simply we are not tracking the badge views. But it would be useful to have the analytics for badge views as well, Because we might have some use cases where it will be enough to show just a badge and it’s badge tooltip. In those situations we are missing the views or count in analytics.
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?
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!
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
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.
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.
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.
Import users via CSV / mention count in a segmentUnder Consideration
While creating a segment it would be great to have the capability to import a CSV. In addition, the imports & segments should always mention a count of the number of records it has pulled in the segment. This will help validate the segment.
We have use cases where we would like to tag a “New” labelnext to some UI elements to raise attention to new features being introduced. This label will be persist until the guide is removed. However we can’t achieve this behavior as Navigation Bar section requires it does something (navigate to the next step or redirect). Please consider to add an option to do nothing in the dialog below
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 .
Feedback module in Gainsight PXIN DEVELOPMENT
[i]Posting this on behalf of a customer...[/i] ------------------------ It would be good to have the possibility do dispatch notification emails based on issue "type". Right now we have one address that receives all the submitted feedback, and we do the dispatching manually – issue to support, feature request to POs, etc. This takes, as you can imagine, a lot of time. So, it would be very good to have the possibility when setting up email notifications about received feedback, to define who receives the feedback. Additionally, since we know what account is sending feedback, it would be good if we could say, send notification email to their account manager (we store that data in PX). Also, adding the web address (and possibly the mapped Feature/Module) where the user submitted their feedback into the notification email would give us more context when analyzing. ------------------------ If you have suggestions, thoughts, and/or also would like something similar for your
Px Extra Tracking of Product NamesAcknowledged
For some Px customers there is a need to track the name of the product, not just the feature name. This often happens when the ‘ultimate’ product is broken into several different ones with the same features. Some customers want to add a product name within what is tracked on a single tag. I am happy to share some customer examples if product management is interested in this concept.
We would like to be more creative with the engagements we create and an idea we had was to use illustrations with transparent backgrounds. The illustration itself may be clickable and then take the user to the desired next-step.A rough mock up would look something like this - where the Apple is floating on top of our UI: While it is possible to adjust the engagement’s transparency, it’s impossible to remove the engagement’s box and shadow entirely. Confirmed by PX Support and my CSM. My ask would be to allow for the removal of those elements as well. And for the “exit” or “X” which is normally in the top right of the engagement, maybe in a full transparent mode the “X” has a circle background behind it w/ shadow? idk.Does anyone do this already w/ CSS? Looks like it’s possible?
-- Submitting this on behalf of the customer --Goal: Would like to get our users the engagements they need OnDemand without requiring so many bots. Below I’m framing the approach with the current functionality, but would like to have an easier and more manageable solution. In general, Admin users of our platform might get access to engagements 1, 2, 3, 4, 5. However, these same users may need access to additional engagements based on the products they’re subscribed to. For example:Admins subscribed to Product A might get access to engagements 1, 2, 3, 4, 5 plus 6 & 7.Admins subscribed to Product B might get access to engagements 1, 2, 3, 4, 5 plus 8 & 9.Admins subscribed to Product C might get access to engagements 1, 2, 3, 4, 5 plus 10 & 11.Admins subscribed to Product A & B might get access to engagements 1, 2, 3, 4, 5 plus 6 & 7, plus 8 & 9.Admins subscribed to Product A & C might get access to engagements 1, 2, 3, 4, 5 plus 6 & 7, plus 10 &
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)
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]
In order to display a guide every time a user visits a page we have tried to use the “once per visit” feature, but the feature only works after 30 mins. Even if you log out and log back in the guide does not show up with this option. At that point we are forced to use the “PayWall” feature which resurfaces the guide too often. Can we please fix this behavior at the earnest so we can use the “Once per visit” feature. Thanks
Deleting Custom EventsNo Status
Hey Team, I was speaking with a customer today who has sent some custom events that are no longer relevant and would like to remove some custom event types from the drop downs in the product mapper and query builder. Do we see having the ability to delete Custom Events in the near future? -Mike
Please add "Last Browser" and "Last Browser Version" to the available filters in PX AnalyticsNo Status
Posting on behalf of a customer…. Please add "Last Browser" and "Last Browser Version" to the available filters for Audience Explorer, Dashboards, Adoption Explorer, etc. within PX Analytics. We need to be able to easily report on these users in PX and the “Browser usage” Dashboard widget does not allow us to see the underlying user/account records. Gainsight PX add-on comments…You cannot currently filter users/accounts by these “Last Browser” fields. PX records the "last browser" and "last browser version" for each user, so it can change often for some users. The best way to see this and get a full filtered list of users/accounts would be to export your full Users to a CSV from Audience Explorer and then filter it in your spreadsheet program (e.g. MS Excel).
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