PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,409 Replies
I have a customer using Google Search knowledge base integration but they would like to be able to assign a specific URL to each bot, based on language. The use case here is that there are separate documentation sites for each language of documentation, which have unique URLs: https://help.company.com/espanol/vshttps://help.company.com/support.html
I’m creating a dialog guide-style engagement to walkthrough a reporting feature. It works fine in accounts that have reporting data in them, but in new accounts without any data, many of the elements that I have steps for are not present. In that case, when the user clicks “Next”, PX looks for the next element, can’t find it, and the tour just stops. Is there a way to have PX go to the next element that it *can* find, instead of just stopping?
Knowledge Center Bot Feedback Tab CustomizationUnder Consideration
We've noticed that the knowledge center bot is a bit rigid in its customization options right now. We would like to be able to change the options in the Feedback tab since the current options listed aren't well suited to our needs. We do feedback through other integrations right now so we wanted to set this tab up more for customer support. Right now the only customization possible is the ability to change the name on the Feedback tab which doesn't help us much because we can't also customize the categories for the feedback to be more related to support.
Exclude Features or Modules from Path AnalyzerPartially Fixed
Is there a filter that can be applied to exclude certain features or modules from the path analyzer report? We have a large number of custom events that are mapped that are rendering in the Path Analyzer report that I’d like to exclude, but once selected I cannot see a way that would logically exclude the module or feature itself.
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
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
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.
Fine-grained date/time filters?No Status
I've made extensive use of the Gainsight PX API and so I know that fields like lastSeenDate and signUpDate can be specified in milliseconds as part of the filter. However, the UI (eg: Audience Explorer) seems only to allow filtering at a granularity of days. Is there any way to do fine-grained filtering in the UI? I have tried using a URL (eg: [url=https://app.aptrinsic.com/users?firstName==Matt]https://app.aptrinsic.com/users?firstName==Matt[/url]) but that doesn't seem to work. Thanks, Matt
Allow the Knowledge Center Bot speech bubble to display once per session, not always on every page refreshUnder Consideration
Posting on behalf of a customer…When using the Speech Bubble help text in KC Bot, it is displayed always with every page refresh. It would be great is this could be configured to show only once per session. Or, if the user manually clicks the “X” close button, it will not be displayed again.
Build a segment to satisfy both "number of visits" and "last seen" conditions for one particular feaAcknowledged
Use case: We need to track the user event data in "last 30days" along with the "number of visits having 3". In current scenario, while using "number of visits" condition we cannot track the data for particular timeslot. As it is displaying the entire data which satisfies the "number of visits" condition irrespective of timeslot. Currently when we use "number of visits" condition in the Audience explorer(Product mapper), it isn't considering the defined timeslot (last seen condition). The event is popping when the "number of visits" condition satisfies. Can we make this audience rule to satisfy both conditions? For eg: rule 1: Feature - is - "#abc" Last seen - lessthan - "30 days" rule 2: Feature - is - "#abc" Number of visits - greater than - "3" Can we make this work?
The ability for a user to snooze and/or remind them later for an offered in-app Engagement Slider or GuidePlanned
We all spend lots of time on creating the perfect content, presentation, and experience of in-app Engagements and we expect them to help near 100% of our targeted users to become more informed, efficient, effective, and productive. However, no matter how much we try to put the engagement in the right place at the right time, many other factors ... like the user needing to get something else done right away ... the user not having time to focus on this engagement opportunity ... will affect whether a user actually starts and completes the in-app Engagement Slider or Guide. To align more closely to the "Timely" component of our “[url=https://www.gainsight.com/blog/the-in-app-engagement-starter-kit/]TRUSt Framework[/url]”, adding the option for the user to snooze and/or remind them later about an important Engagement that has been offered would be very helpful in increasing the Engagement completion rates and value. This enhancement would match perfectly to our promise that
Hi All, I wondered if anyone has been able to do a structured survey? I know that we have a lot of options available within Gainsight PX but we aren’t able to branch off to follow on questions based around a previous response. So my Idea/Example is: How do you find the tool? - Option A = Trigger Question 2.1 - Option B = Trigger Question 2.2 - Option C = Trigger Question 2.3 I hope that makes sense, I know we are able to do surveys like this within SurveyMonkey allowing us to change the sequence of questions depending on their previous choice. I also didnt know if we can create an engagement which launches based on their survey responses?So if someone scores a feature low in a survey, we can trigger a follow up guide or pop-up to educate the user on the features a bit better (so technically they’ve highlighted their struggles and we’re now holding their hand through a new on
Allow configured "Segments" to be used anywhere as a filter within PX, not just within the EngagemenAcknowledged
Posting this for several customers, since I believe this is a great feature request! ------------------ Currently, [url=https://support.gainsight.com/PX/User_Engagements/Segments]Segments[/url] can only be used for targeting Engagements through Audience Rules and not directly in Analytics. Because of this, customers must use/create custom filters that mirror their Segments to do something similar within Analytics. It would be great if including Segments criteria as an option everywhere that a filter could be used. [url=https://community.gainsight.com/users/ciarapeter]@ciarapeter[/url] [url=https://community.gainsight.com/users/mickey]@mickey[/url] [url=https://community.gainsight.com/users/shira]@shira[/url]
Currently, when saving an engagement as a template it will only save the layout of the engagement when applied to a new engagement. It would save us time if we could either copy an engagement, that takes all the settings such as audience and scheduling into account, or have a template include all of the settings for the engagement that was used to set the template.
No end date on engagementsImplemented
We have several engagements (10+) that need to be “permanent”, without end date. Right now we put the end date a lot in advance, but what has happened is that some were stopped (as scheduled) and we were not aware. Does anyone else have a similar need? @link_black
SSO Set Up from PX login pageImplemented
Posting on behalf of Customer,In PX, with the current SSO/SAML set up we can login using the IDP, but our PX login page does not redirect users to IDP when SAML authentication is used.This is Currently a limitation and it would be really helpful for most of the customers if we implement a SSO process/set up where the PX login page will be automatically redirecting to the IDP which they have used in SAML Authentication set up.cc: @peppe
I created an engagement to highlight a virtual event in our product. I'd like to be able to show the engagement every week [b]IF[/b] the user hasn't clicked on the 'Register Now' button. Is there a way to do this? In the Audience tab, you can select the engagement but then only have the option to target an event that it's been "Viewed" or "Completed". This would then leave out people who haven't seen it yet. Also, would "Completed" be tracking the custom button I added in the engagement or something else? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190917at2-37-24PM-81307c38-99ec-4a01-9987-5ed8bb0d66a3-1386958298.png[/img]
Engagements: Editing tooltip pointer CSSAcknowledged
Hi all, A seemingly simple task, but when editing a PX engagement I can't see how to edit the CSS style for a tooltip pointer, i.e., the little "arrow" attached to the tooltip that points to a specific location on the page. Editing the CSS for the tooltip itself is easy within the Editor, but It appears that the CSS for the pointer is outside the scope of the other styles. I assume I'm just missing the obvious and would appreciate having someone point me to the correct solution. This is important because the default color for the tooltip pointer is white, and on a page with a white background the pointer is invisible. We can override the background color in the Editor to a light gray to allow the pointer to stand out, but this is not our desired approach. Thanks! Chad
Ability to Clone EngagementsImplemented
USE CASE: If we have to create a new engagement with the few changes of already existing engagements, we have to create an another engagement and have to add the all rules in Audience section again. We can edit the previous engagement if we no longer use it, But if we have to use the both, there is no way but to create the another engagement. So it will make things so much easier if we have the ability to clone the engagements and edit them. Thanks, Shireesha.
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
PX: Folders for engagementsImplemented
As we create more and more engagements, it would really be helpful if we could organize engagements into folders. I could see organizing engagements by topic or application page or release version for example. This would help me find what I was looking for more quickly.
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 :)
Our company uses Gainsight CS and PX. We made our naming conventions pretty accurate so when usage data is passed to CS our CSMs can understand the feature/module that the user interacted with directly. We love the nesting of the module/feature concept in PX, however when integrating with CS that doesn't port over as seamlessly. So we need to be more descript with our names so CS users understand the behavior. That being said, when I go to path analyzer it's terribly difficult to see the pages titles. Upon hover, you can't see the full name either. There's several opportunities here... [list=1] [*]As you integrate PX with CS further port over the module/feature levels so we don't have to accommodate robust naming conventions (clearly a bigger ask) [*]Allow for wrapping of names in the path analyzer so I can see more text [*]Allow the hover of the path analyzer to show full text [/list]A bit of blocker for us given the naming style. Plenty of work a
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