PX Product Ideas

PX Product Ideas

  • 663 Posts
  • 1,452 Replies

663 Posts

S
Gainsight Employee: Rookie
srinivas myakalaGainsight Employee: Rookie
shared in PX Product Ideas

Ability to add a custom article as a hyperlink in the KC Bot onboarding TabNo Status

Posting on behalf of a customer:Currently, we can add articles present in the knowledge bases we integrate, and to redirect users to custom article(not in knowledge base) we have to put the target URL in an engagement and add that in KCB, but it would be very helpful if we could add custom articles as a hyperlink in the onboarding tab of the KC Bot.This would allow user to simply click on the text(hyperlink) to land them on the custom article. 

4
link_black
Gainsight Employee: MVP
8 months ago
dileepnalla
Gainsight Employee: Team Captain
dileepnallaGainsight Employee: Team Captain
shared in PX Product Ideas

PX: Ability to navigate to the previous question on Multi Question EngagementNo Status

Hi, Use Case: Wanted to Navigate to the previous question to change the options before I submit a response in the Multi Question Engagement   Video Recording of the use case : https://share.vidyard.com/watch/R76b339pAqbrW3xNhcFQ5N?   Screenshot of the Ask:   Thanks Dileep Nalla

1
sai_ram
Grand Slammer
2 years ago
ajrufer
Shoshin
ajruferShoshin
shared in PX Product Ideas

Track changes made to an engagement in analyticsAcknowledged

Our team found that there was some significant dropoff after one of our engagements in an onboarding series. We made a few copy changes to see if that would make a difference. I would love to be able to flag a date in our analytics view for that engagement to show where we made a change. This would help us attribute any differences in user behavior to a specific change we made to the engagement.

3
harshibanka
Gainsight Employee: Veteran Rookie
2 years ago
shireesha_reddy
Veteran Rookie
shireesha_reddyVeteran Rookie
shared in PX Product Ideas

Text box in Multi Question Survey TemplateWorkaround Available

In Multi Question Survey of PX, We have two templates one includes the Question and One includes the additional text. But Can we have a option to have a extra text box in Question template itself?   USE CASE: Once we ask a question, we will give users to select one option. If the options we have provided doesn’t work for users, We will provide an option called “OTHER”. So In most cases, we would like to know what customer is referring as OTHER, So If we can provide a text box in the Question template itself, It would be helpful for us to know what user is mentioning.   More Clearly with an example: “I am asking my users what CRM they use and the options to select are Salesforce, Hubspot, etc. and I'd like to add an "Other" option where the user can type their own answer.”  

1
angelo
Shoshin
2 years ago
S
Gainsight Employee: Rookie
sreddygariGainsight Employee: Rookie
shared in PX Product Ideas

Need to show the bounced/rejected Users in the Email performance analyticsWorkaround Available

Hi All,As of now we are seeing only the count of bounced emails in the Emails analytics but It will be helpul if the users/emails are shown who got bounced/rejected while sending emails.Regards,R Satheesh

3
bostojic
Veteran Rookie
1 year ago
alb
Veteran Rookie
albVeteran Rookie
shared in PX Product Ideas

Reporting / Analytics feels like it needs an overhaulUnder Consideration

These are the concerns I've been sharing with the PX team for a while now, figured I would share here as well as there are likely others with similar or tangential challenges.  Feel free to share your thoughts here.   Reporting Limitations Have to go to 3-4 different sections of the reporting interface to get an answer or create a report. There are substantial UI inconsistencies between the different areas of reporting.  It’s like they were built individually by different teams and patched together. Some filters exist in parts of the reporting, while they don't exist in others.  Again, just more inconsistencies.  For example, I’m in one part of analytics and get close to what I need using a filter.  I think to myself, “oooh, I could go over to that other part of analytics and use the same filter and get what I’m looking for” only to find I can’t use that filter over there. Saving or sharing is handled in 3-4 completely different ways, depending on the part of reporting you're in. Query

2
mickey
Gainsight Employee: Rookie
2 years ago
link_black
Gainsight Employee: MVP
link_blackGainsight Employee: MVP
shared in PX Product Ideas

Allow the "Next" and "Previous" button text in PX Guide Tooltips to be changed/customized easilyAcknowledged

It would be great to have the ability to easily customize/change the "Next" and "Previous" button text in PX Guide Tooltips.  This is not currently possible without some significant custom CSS coding.  

0
link_black
Gainsight Employee: MVP
1 year ago
S
Gainsight Employee: Rookie
srinivas myakalaGainsight Employee: Rookie
shared in PX Product Ideas

Ability to filter users based on Email Engagement in Audience explorerNo Status

Currently we are able to filter audience based on InApp and Survey engagements, it would be helpful if we could filter based on Email engagement as well.   UseCase:  To know how many users have got emails delivered from an email engagement more than ‘X’ number of times.

1
O
1 year ago
L
Shoshin
leslietou
shared in PX Product Ideas

Ability to track text typed in a field w/out custom eventResponse from Customer

One thing our team is incredibly conscious of is making sure we’re not taking up precious developer resources for anything other than building our product. I know this is possible through custom events but it would be great to have a way to track text typed in a field (e.g. search query) without the need of developer intervention.  It appears that another tool similar to Gainsight PX (I won’t name names) has the ability to do this.  thank you!

4
L
Shoshin
2 years ago
J
juljohnsRegistered User
shared in PX Product Ideas

Prioritize Guides OrderUnder Consideration

As a PM I should be able to prioritize what order users see my guides in. This would ensure that customers see the highest priority guides when we have more than one guide running. 

3
bostojic
Veteran Rookie
1 year ago
G
georgee148Registered User
shared in PX Product Ideas

Expand analytics on the Dashboard view In PXUnder Consideration

Is there a way to expand analytics on the Dashboard view In PX? Would be wonderful to be able to see a larger graph instead of looking at condensed very small version.

5
C
Gainsight Employee: Rookie
9 months ago
D
Veteran Rookie
dorian_cudinaVeteran Rookie
shared in PX Product Ideas

Ability to select more then 3 events when using Query BuilderAcknowledged

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 

7
D
Veteran Rookie
11 months ago
jp_lingamaneni
Gainsight Employee: Shoshin
jp_lingamaneniGainsight Employee: Shoshin
shared in PX Product Ideas

Localizations in Cloned EngagementsImplemented

Currently, locatiozations won’t carry over in the cloned engagements. It will save a lot of time if the clone feature can also include the localizations along with the other configurtions like custom CSS.

2
R
Shoshin
1 year ago
D
Veteran Rookie
dorian_cudinaVeteran Rookie
shared in PX Product Ideas

Exporting Custom Events and their attributesImplemented

Hello everyone,I would like to have the possibility of exporting my Custom Events and their attributes into an excel (or similar) file for the following common use case:suppose you have a few Custom Events with 50+ attributes suppose that recently there was a need to redefine the Custom Events by adding new attributes (and by all means keeping all the “old” ones) your devs notified you that they implemented the requested changes - like always, you need to check if the new version of your Custom Event was deployed like intended (still having all the “old” attributes and now having the new attributes with the right logic) after checking it, you need to give a feedback to the devsUsually, this is really not an issue (even though it’s a tedious job to do), but when having a few Custom Events to check&compare with each of them having 50+ attributes - it feels crazy to do it manually.Suggested solution (easily achievable if the Custom Events export would be available):you have previously

4
R
Shoshin
1 year ago
julie_pinto
julie_pintoRegistered User
shared in PX Product Ideas

Feature Request: Read-Only Custom Dashboard Access for External UsersAcknowledged

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

4
R
1 year ago
J
Shoshin
JordancShoshin
shared in PX Product Ideas

Survey Enhancements - Text boxes, open text fields, & formattingNo Status

Hi Folks,I have a few enhancement requests for surveys that I would like to share: For each survey that we create we are required to add a legal disclosure statement. We would love it if we could add additional text boxes to every engagement type so that we can have our question on the top and then the legal disclosure on the bottom. Currently there is no option for this across any of the survey types. This results in very cramped and kludgy looking surveys with the text boxes looking extremely busy. We would also like the ability to include additional open-text questions to surveys where needed. We are finding it difficult to repurpose survey requests/survey copy when we receive a request that does not 100% fall within Gainsight’s only option for a particular survey type. If possible we would also like to see options for the open-text fields. For example, if we receive an NPS score of 0-3 or 9-10 we ask for additional comment. If a customer responds with a score of 4-8 we simply thank

1
sai_ram
Grand Slammer
1 year ago
J
jatinthakerRegistered User
shared in PX Product Ideas

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.

2
skalle
Gainsight Employee: Rookie
11 months ago
P
Shoshin
patrickduffyexpelShoshin
shared in PX Product Ideas

Embed PX Surveys in PX Email EngagementsAcknowledged

Relatively new to PX, but would love to be able embed a survey engagement inside of an email sent via PX.

5
D
Veteran Rookie
4 months ago
alb
Veteran Rookie
albVeteran Rookie
shared in PX Product Ideas

User Roles for API AccessWorkaround Available

Problem: The only way to grant PX API access to an engineer is to give them 100% Admin control over everything in the platform.  I love engineers (used to be one) but come on...I don’t trust them that much.   Solution: Add role-based controls for API access.  Please make sure read-only is an option vs. read-write.

3
sai_ram
Grand Slammer
2 years ago
Julie-Pinto
Veteran Rookie
Julie-PintoVeteran Rookie
shared in PX Product Ideas

Ability to "Show Mapped" Features in Product Mapper on top of UIResponse from Customer

Sharing this idea/request on behalf of a customer: As a user, I would like the ability to be able to see what is mapped on a particular page in my product when I am in the context of my product. For comparison, something similar is available when creating a Guide engagement.  This would help improve the Product Mapping experience so that I can visually see what has been mapped, rather than referring to a list in the product tree.

1
A
Shoshin
2 years ago
kate_green
Champion
kate_greenChampion
shared in PX Product Ideas

Audience Explorer > View Full Profile > Recent Activity Should Follow Same EnvironmentAcknowledged

When I am exploring the audience in Audience Explorer and then navigate to a user’s Full Profile to review the Recent Activity, the environment should be maintained in that if I am looking at Production, I only want to see Production Recent Activity, with a dropdown option to change between environments. Currently there isn’t a great way to distinguish recent activity between environments unless it’s a PageView and you know the URL.

1
link_black
Gainsight Employee: MVP
1 year ago
suryanarayana
Team Captain
suryanarayanaTeam Captain
shared in PX Product Ideas

PX DashboardsAcknowledged

Hi Team,Can we achieve the below ones:1. Edit option for default Dashboard.2. Navigating to Audience explorer whenever you click on New Users Widget on Dashboard.3. Global Filters in PX Dashboard

1
link_black
Gainsight Employee: MVP
1 year ago
Jack-Occleshaw
Shoshin
Jack-OccleshawShoshin
shared in PX Product Ideas

Bulk Upload recipients for email engagementsWorkaround Available

Hi Everyone, We have some tools that we have integrated with Gainsight PX and we wanted to look at possibly sending an ‘end of contract’ email to them alerting them of their account closure/access removal.We aren’t currently able to differentiate users from an active/inactive status within Gainsight (say for example a user has left the company and does not need access - Gainsight has no way for us to opt them out).If we could upload a userlist of active users from our tool to Gainsight PX, it could help us target the right people and avoid confusion of people getting irrelevant emails (or spam). I understand we can copy and paste individual names into the audience tab when using the Email Address option, but this is an individual email address - and given we have some clients with 500 users it would be very time consuming to manually add everyone.If we could upload the list to a segment (e.g. CLIENT A - ACTIVE USERS FEBRUARY 2021) and then have that segment as the selected audience - t

2
angelo
Shoshin
1 year ago
link_black
Gainsight Employee: MVP
link_blackGainsight Employee: MVP
shared in PX Product Ideas

Support for cross Product PX EngagementsAcknowledged

Posting on behalf of a customer…The use case that one of our customers asked me about is… Can they build one PX Engagement (e.g. updated terms of service) that is linked to ALL PX Products, which would be shown only 1 time to any user that accessed any of their PX tracked products?  My add-on comment/workaround… Currently, this is not possible/supported in PX and our customers must build a separate PX Engagement for each PX Product.  However, they want to avoid showing the same Engagement (e.g. updated terms of service) to the same user each time they access a different Product, which makes very good sense.  One thought that I had, which would require the user to take some action (click a link/button) the first time that they see the Engagement, would be to use the method described in my previous PX Community post Tip of the Week: Using a PX Dialog Engagement to collect additional information from your users to store on their PX User Profile to update an Attribute on the PX User’s prof

2
angelo
Shoshin
1 year ago
myoung
myoungRegistered User
shared in PX Product Ideas

Allow for Account Adoption percentage denominator to be all accounts in a filterAcknowledged

Right now, as I understand it, when you look at Adoption reports in PX, the account adoption percentage is the number of accounts who have used a feature in the time frame specified divided by the number of unique accounts seen in the same time frame.  To me, this isn’t the actual account adoption rate.  I would expect it to be “All accounts that have used a feature divided by the total number of paying accounts (as seen from the SFDC connector) (or specified in a particular filter).” We have a very commonly used feature… the account percentage is very nearly 100% all the time, because people who log in do use the feature.  However, some percentage of our paying customers are not logging in, so I need to know the actual percentage of our customers using the feature… if they didn’t log in, they didn’t use it.

1
kate_green
Champion
1 year ago

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