PX Product Ideas
PX Product Ideas
- 663 Posts
- 1,452 Replies
Webhook / Zapier integrationImplemented
We have multipe cases that would benefit from some sort of webhook or Zapier integration. Ideally the webhook would act both as input for engagements (to be defined in the audience selector) and can be set as an action based on engagement response (behaviour based completion action). Case examples:Send feedback from customers to platform x (e.g. Surveymonkey or Google Sheets) Trigger engagement in case of extended trials or billing issues Integration for Marketing automation campaigns (e.g. from Marketo) etc..
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.
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!
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?
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
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]
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
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.
Js Code in Engagement.No Status
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.
If we are able to specify audience rules for the engagements in Knowledge Center Bot, then we are able to serve engagements that are targeted at specific users. We could target users by using account ID, account name, segments, etc. This eliminates the need to create and maintain multiple KC Bots with different content for different customers. Perhaps it could be 2 new tabs in the Engagement Audience Rules as seen below?
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 was speaking with a customer earlier who would like the ability to generate a link for an engagement to then be able to launch Engaggement via a link. As of now the only way to show an engagement on demand is by using the Knowledge Center Bot. This has come up a few times now, do we see in the future being able to launch Engagement from a link?
Manually Edit User or Account Attribute VALUES in Gainsight PXWorkaround Available
USE CASE:I have a custom account field for companies who’ve elected to NOT receive engagements. So I want to edit the attribute value for the specific accounts based on customer feedback whether they should receive the Engagements or not, and this can be used as a rule in audience criteria in the Engagements (Display the engagement If the custom attribute value is true only). I’d like to be able to manually change it within PX without an unnecessarily heavy API process. Other Solutions We have:If we have the integration with SFDC, we can create a field in SFDC(Account/Contact) and Create a custom attribute on Account/User in PX and sync the value We can update the field using the API’sHowever, there is no way to edit or update the field value manually. Video Recording of the Use case:https://www.loom.com/share/710003bb467549089de8cb6d7cc7090e ThanksShireesha
Product Mapping via APIImplemented
I have been speaking with a customer today who has some feedback on being able to register and manipulate Product Mapping via the API. I wanted to share the feedback here for some visibility and feedback form the team: As a developer I believe it would be beneficial to be able to register and manipulate Product Mapping via the API. This would provide teams like mine with more robust capabilities to insert the setup of instrumentation into our developer workflow, instead of leaving it to a manual process after development. Because we are using custom `data-*` attributes to tag the elements in our UI we want to track, as well as assigning them unique values based on context, we don't have the same need to test selectors via the manual product mapping tool due to our ability to use very specific selectors that are structure agnostic with respect to the rest of the HTML in our app. I'm trying to enable a capability somewhat akin to database migration strategies where we can define de
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
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.
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.
Need for the ability to change the color of the "X" close icon, especially when the dark color backgrounds are applied to the engagements. There is way we have by changing the background-color for the element , however unfortunately, that doesn't align with the styling we are trying to achieve. Is there any way to point to a different image for the 'X'? Ask was people would love to have the ability to choose between a white or black 'x' option in the future.
Better definition of Active UsersAcknowledged
Currently Active users are those who was seen at least once in the last 7 days is really not how we (and I'm sure many other customers) as Active. I wish that there is more sophisticated filterings such as: Last seen at least x days out of the last x days, or number of visit in the last x days is greater than x. The number of visit in the last x days is greater than x seems doable since that data is captured in PX already:
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]
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?
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]
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.
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