PX Product Ideas
PX Product Ideas
- 205 Posts
- 1,406 Replies
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]
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!
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:
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?
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.
Track time on pageAcknowledged
Relatively simple request (though I’m sure not simple to implement ). As a product manager, I’d love to be able to use PX to track time spent on a page so that I can better understand on which pages my users are spending the most time. If this already exists, I’d love to find it. If not, I’d like to request this feature.
Account as SCOPE in Funnel/Path AnalyzerAcknowledged
Hi Everyone, With the current design of PX, we can only have either Session or User as a scope while creating Funnel/Path analyzer reoprts. But most of the B2B companies would be having large amount of user base and it will be difficult to analyze the reports with User scope. So having the Account field as one of the scope, will reduce time and effort. Thanks, Shireesha
PX: Calendar view of engagementsAcknowledged
Again, as we publish more and more engagements, it'd be really helpful if PX provided a calendar view of the live and scheduled engagements. This would help users identify potential conflicts and avoid over-messaging customers. Without it, we're looking to use Trello or an external calendar tool to manage and provide visibility into what other depts. are doing with engagements. It'd be great if we could manage the whole process directly in PX.
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
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.
Custom button API to close/navigate a guideAcknowledged
Often we need to create custom buttons to close or navigate a guide as built-in buttons don’t fit in our design or can’t be customized to the level as needed. However with custom buttons we don’t have API to take standard actions such as close the engagement or navigate to the Previous/Next steps in the guide. There are existing tips/workaround to close a Dialog engagement but the same tip doesn’t work for Guide engagement.
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
Ability to upload a CSV for engagement targetingAcknowledged
Posting on behalf of a customer:Currently, I can copy and paste a list of comma separated values (such as emails) into the PX engagement targeting. In order to get this list, I have to have a certain version of Excel or manipulate the list in Sheets. Instead, I would like the ability to simply download the CSV file from another system, then upload to PX and select that I want the engagement to be targeted to the email addresses in the list, for example. Business case: Sometimes, I want to get an engagement out quickly but the targeting I need is in another system. Rather than waiting to get a custom attribute, etc set up, I need to quickly get this information and target it within PX.
Include an option to wait/delay the triggering of any PX Engagement based on elapsed time or # of completed events within the applicationAcknowledged
Posting on behalf of a customer… Use Case: It would be a better user experience if we could allow users to enter the application and do some of their important tasks before we start showing them any non-critical PX Engagements that they may be qualified to view. Potential Product Enhancement: Include an option to wait/delay the triggering of a PX Engagement so that users have time to do their necessary tasks in the application before being presented with any Engagements. There are (at least) two places this could be implemented…This could potentially be appended to the current Engagement Throttling settings and should be based on elapsed PX session/visit time in the application (e.g. 3 minutes after a session has started) or # events recorded (e.g. 20 events have been tracked) or # of page views completed (e.g. 10 pages viewed). This would also continue to allow specific PX Engagement to “ignore” these settings and play in real time as needed. A sample mockup of these changes to th
Additional Throttling OptionsAcknowledged
Hi folks, The throttling concept is great in the Settings → Engagments part of PX, but it could be a lot more functional. What I would *like* to do is set up the following rules for the 3 types of engagements we currently have: Welcome Guides - no restrictions, fire when applicable Notifications - no restrictions, fire when applicable. Surveys - Restrict to 120 days between surveys. Restrict to 3 days between other engagements. We will have 10+ surveys constantly trickling data in. This gives me the ability to limit surveys once a quarter per user and never more than 4 in a year, to give them a little breathing room (but not too much) between surveys and other engagements, and not restrict anything mission critical. We can’t do that today, so I’m stuck with: Welcome Guides - no restrictions, fire when applicable. Notifications - no restrictions, fire when applicable. Surveys - Restrict to 14 days between any engagement so we don’t overwhelm a user with surveys. Whenever a global
Global Context is a great idea but it would be much more useful to be able to use it in the Query Builder, in the Audience Explorer (view it in Recent Activity Details), or in Engagement Analytics. What are the plans to expose this valuable information throughout the product?
In Path Analyzer when the threshold value is set to “0”, report displays top 9 features and everything else will be categorized as “Other”. It would be helpful if there is an ability to expand the “other” category to see what features are included.
To provide better visibility into potential engagement conflicts, it'd be helpful if the Engagements List View included the engagement's location and/or page that it's targeted to. Right now, I have to click into the individual engagements to see the location in the app that the engagement will appear. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/engagementlistview-ad07d729-5c4a-4da0-9f6a-eb31eb14d78f-1456726083.png[/img]
Product Mapper - Backfill StatusAcknowledged
First off, the backfill idea is the coolest thing I've seen since, well, I can't think of a comparable connotation of awesomeness, but you get the idea. Could you all implement some type of status on it, however? A percentage of completion, or something, would be immensely helpful in determining two things for me, 1, based on x number of events we should expect y timeframe for results, and when it's actually complete without having to keep refreshing and going back into the product mapper list to see if the orange dot is still there.
Rule that compares 2 fieldsAcknowledged
Hey Team, Speaking with a customer we came across a use case I would like to share here. We are looking at an engagement that they would like to set the audience based on the comparison of 2 fields. example…. if field x is greater that field y… then user should qualify for the engagement. Do we see this as a possibility as a feature request for an upcoming release? -Mike
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
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