PX Product Ideas
PX Product Ideas
- 205 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
Filter by engagement CTA in query builderAcknowledged
Currently in Gainsight PX query builder, one cannot filter engagements by CTA click, only by engagement view or engagement completion. Having this capability will be useful when trying to make associations with CTA conversions. Please add this capability. Thanks!
Pin for Sidebar is not PersistentAcknowledged
Bug:Reproduction: Pin the sidebar Logout (Or wait for the application to log out on it’s own from expiring tokens) Log back inExpected Results:The sidebar is still pinned as it is a preference that I likeCurrent Results:The sidebar is again unpinned and I have to pin again
When working with a very large product map, it is hard to identify features that were created but are missing rules. If you expand the module within the PX app there is a visual indicator for which ones have rules and which don’t, but there is no way to easily find these without expanding each module.It would be nice to be able to either filter the tree view for these features, or to filter the list itself. When using the product mapper in your application, there isn’t the same visual indicator for these features so it is hard to know which ones still need to be setup:The icon should be consistent to give a visual indicator and it would also be very useful to be able to filter for these while working in your application.
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 :)
Currently in Analytics (Engagement performances), "Add filters" options is limited to only "Survey performance". Can we make this feature(add filters) available for "In-App performance" also. If we want to apply features, we can add widget in dashboard of particular engagement,but the downside is It will display only one graph. Having a filter at the In-App performance would be helpful to take out the non-applicable users in the numbers of who viewed the individual slides in the slider.
Improvement to PX KC bot user friendlinessAcknowledged
There have been some improvements made to the KC bot based on the previous request:“I would want my users to have the ability to drag the bot around the UI as they are working. They may need to refer to documentation as they are working on our product and would like to refer to it as they are working. “ The released and the current behavior isn’t that UX-friendly and helpful based on the user needs. Issues:1. KC bot can’t be resized and it blocks much of the UI2. The dragging behavior doesn't let the actual bot widget to be moved around. It is either presented in the left or right part of UI, as configured. That’s it! Re-iterating the request that meets the user experience needs and the user goals.We want the users to have the ability to1. resize the bot window so that it doesn’t block much of their “work area” in the UI2. move it around the UI along with the bubble enabling dragging to any part of the page
Hi folks, I’ve been asked for this capability weekly by our product and design teams for what seems like months now. I don’t understand why PX can track browser type, but you don’t bother to track screen resolution, browser frame size, device type, nor OS while you’re at it. Imagine how nice it would be to limit visibility of a guide or dialogue to someone who has their window size too small or is on a particular device? Or the ability to adjust guides based on resolution? Not to mention being able to report on what your user base has for set up so we can better design our products. We don’t want to install (yet another) product to track just this. Please help!
Posting on behalf of a customer:It would be great to have an option to add/set a delay to an engagement so that it shows up on a specific URL but waits for the user to have been in the application for at least X minutes before it is displayed.
Posting on behalf of a Customer. It is found that the hotspot color doesn’t quite respond to back-ground color declarations when attempted to be modified within the CSS tab, although it should apply as the same class name is tagged to the hotspot element. Upon further investigation, hotspot seems to have its own CSS and doesn’t apply the CSS styles mentioned in the PX Guide Engagement Editor “CSS” tab for the particular step. Although we can modify the background color via the “Editor” tab, it be nice for the “CSS” tab to allow custom styles. It would help customers to get more flexibility. If a “CSS” custom CSS conflicts with “Editor” setting, we can include a caution sign saying “This element is being overriden by “CSS” tab CSS”.
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.
The URLs retrieved e.g. from Google search in KC Bot’s Search are handled by a function that onclick of the article’s summary, opens a window to the external site. We would like those links to be opened with UTM tags that help us identify the source as the KC Bot. More generically, any number of URL params could be added to those external URLs
The following is added automatically, when a default search is defined in the KC Bot Search. (did it with Google).<div class="knowledge-center__widget-top-suggestions-title" style="color: rgb(0, 0, 0);">Top suggestions</div> You can’t style it and you can’t disable it. It should become an optional, editable element on the UI.
Currently, after you upload XLIFF files to an engagement to provide translations, you are not allowed to modify the engagement. This means that to modify an engagement after a translation has been put in it, you have to take the following steps:Store the original XLIFF file Remove the translations from the engagement Update the engagement with the changes Re-export a blank XLIFF file Add the translations back into that blank, new XLIFF (likely using a 3rd-party diffing tool like Winmerge or Kdiff3 to facilitate) Re-import the translations.This is a pretty painful process, and means that we can only really upload translations and validate the engagement in other languages once the engagement is really, really done.It would be nice if Gainsight would:Allow editing the engagement after translations have been uploaded. Highlight engagements on the Engagements page that have been updated after they have translations, but that haven’t yet had their XLIFFs updated in one or more languages. Th
It would be nice to have more control, either through allowing different shapes for the clickable area or using a CSS selector to identify the clickable area. Based on the current badge options, we have to use an image, either Gainsight’s icons or an uploaded one, and the clickable area is always round. I would like to trigger engagements via a badge from:An icon that’s added in our code, rather than Gainsight’s icons. Icon added in our code A text link that’s added in our code.| Text link For #1, my workaround is to upload a transparent image that I can position over our icon.Uploaded transparent image (border added to assist in positioning)For #2, I tried a workaround that Gainsight support suggested. I mapped the text link as a feature and then used that in the audience logic to trigger the guide automatically. This works but there’s a noticeable lag. Audience logic for mapped text link
Are there any plans for adding accessibility controls to the Knowledge Center Bot widget or Embedded Bot? Being able to launch the bot from a keyboard stroke is nice but also having the ability to navigate the tabs and articles would be a great enhancement.
Knowledge Center Bot OnboardingAcknowledged
My team and I are going to be utilizing Gainsight PX’s knowledge center bot to onboard new users. One thing we think would enhance our user’s experience is making the knowledge center bot disappear once they have completed all of their onboarding tasks. I know we can use the rest API to pull users who completed the last engagement and update a user attribute to hide the bot, but having it automatically disappear would be very helpful.
Currently, we cannot trigger an engagement when user hovers over any of the UI element on their end application. This can be achieved using a badge. But one of the client doesn’t want to put badge over their application and wants to display the tooltip when user hovers over the required UI element. It would be really helpful if could incorporate such feature in our product.
Add simple search within user management of PXAcknowledged
Currently in PX, within User Management, there is no search bar that allows me to easily find a user who has access. If I need to update just one individual user’s permissions, I must scroll through pages of users to find their account. Please add a simple search by name or email that allows me to easily locate one of my users.
It’s very difficult to update a template once it has been set as one. It has been recommended to use engagement cloning instead of templates to better facilitate maintenance. However, this method has risk of accidental changes to templates and no way to automatically or selectively apply the template changes. If I have 20 products, each with 10 engagements and the company colors change, we have to manually update our templates and 200 engagements with the updated CSS. This is just one aspect of template settings.As a customer with multiple subscriptions and products, I need one central place to define engagement templates and styles. I need those templates to be editable by only a few key engagement developers. I need template versioning so content developers know if they have the latest template.
Emailing Bookmarked Reports for Other PX UsersAcknowledged
Posting on behalf of a PX customer: They want the ability to send bookmarked and saved reports to other CSMs (PX users). It’s cumbersome to have to let them know to sign into PX and do this themselves in their own settings. It would be much more efficient to enable this on their behalf vs. them logging into PX and enabling this themselves.
More options when amending buttonsAcknowledged
Hi Guys, It might just be me, but I seem to struggle with amending previously created buttons. I currently have to go into the coding side and amend colours etc - and the dropdown options aren’t too helpful. is there any way you can bring more options to the drop down to help me quickly amend buttons? if it is at all possible to anchor a button over the top of an image (so we can have custom backgrounds on dialog engagements) that would be amazing!
Have option for "Completed" Engagement StatusAcknowledged
I recently had a scheduled engagement so users could register for a live webinar. I only wanted the engagement to appear for a couple weeks, then stop. I’ve noticed with other scheduled engagements the Status will change to “Completed” after the date range used. With this recent engagement, I also had it displayed in the bot, so users could find it there as well. The scheduled was set to expire at 9:00am today, then I removed it from the bot. The Status is still showing as “Active.” My suggestion is that we have an option to change an engagement status to Completed. That would make it easier for filtering and reporting. I know that I can change the status to “Paused” but that is not an accurate designation. Plus, then in the “Paused” category when filtering, some of them are paused (for editing, etc.) and some of them are Completed.
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