PX Product Ideas
PX Product Ideas
- 642 Posts
- 1,409 Replies
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]
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
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.
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.
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.
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.
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.
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.
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
KC Bot Improvements - one click access to Articles/Videos and targeted Feedback Category email forwardingImplemented
Posting on behalf of a customer… It would be great if users would have one click access to Articles/Videos. Currently, there is a two step process to click on the Article/Video option, then click on the “Read More...” link. See below: It would also be great if each Feedback Category could be sent to a separate forwarding address. For example: Issue → Support team Feature request - > Product team General Feedback / Other → only stored in PX Feedback Analytics sending feedback "categories" to different email addresses.
Custom Dashboards EnhancementsAcknowledged
Posting on behalf of a customer... [list=1] [*]add the ability to resize the dashboard widgets for better user display [*]add the ability to choose different chart display types on each widget [*]support a view of Monthly development of NPS, CES, not only the current score [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/PXdashboardfeedback1-3104d240-00d3-4398-a9bc-c6ca16a380b7-1478110085.png[/img] [*]For NPS – ability to see how the categories are developing. In NPS metric, besides the result itself, it is very important to track how many you have of each categories (you can have a consistent score of 17, but detractors may grow/drop together with other categories) [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/PXdashboardfeedback2-6615a50a-9a72-4674-9f0b-048cabc0b910-1477186564.png[/img] [*]Additional time dimensions such as: o Month to date (so we don't need to enter new custom values for a date range whenever we need only cur
Posting on behalf of a customer: In a KC Bot Currently we cannot show different engagements based on the URL the user is currently on. It would be great if we could show the different content(Engagements) based the URL the user is on. Use Case: If a user in on a URL1 then the user should see Engagements(if any) related to URL1 in KC BOT and If a user in on a URL2 then the user should see Engagements(if any) related to URL2 in the same BOT.
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?
More Retention Analysis functionality in GPXUnder Consideration
We are heavy GPX users and rely on retention analysis for our growth performance. However - we still find it somewhat manual. Idea one: Here’s a spredsheet that we have to manually pull (copy/paste) into a spreadsheet for refined analytics ([url=https://docs.google.com/spreadsheets/d/1Ha9xFE2PhFmc_o40lwjl_0KIzGNhbHnUTroVJHPnzgI/edit#gid=0]link[/url]). There should be an export functionality (csv) so we don’t have to recreate this viz in a spreadsheet. The export should respect the filters and daterange applied. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190719at2-15-39PM-a86206bb-6ac2-4e23-9473-3108f3b6a0c3-357608770.png[/img] Idea two: Please have the individual cells hyperlink to the list of users/accounts that came back for a given week. I.e. 2 accounts came back in Week 3. The expected behavior should be I clicking the number 2 in week 3 and seeing a list of accounts.
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
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
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
Request I would love the ability to preview a Tour engagement that is currently launched. This is helpful for people who are trying to learn about how a launched engagement currently works. Current Currently, a Tour engagement must be paused before it can be previewed via the in app editor preview.
Number of Users as filtering optionAcknowledged
USE CASE: With the current PX design, we don’t have the ability to use the “Number of users and Number of visits” attributes as the filtering fields(In account filters). Even though they are standard/default attributes, we cannot use them in filters. So it would be difficult if we have to filter out some customers/accounts who have more than certain number (x number) of users. For e.g: I want to filter out accounts who have more than 100 users. This can be achieved only if we can filter out by using the “Number of users” attribute as a field in Account filters. Here is the sample image,
In the Query Builder, when we use custom events, If we want to group by the properties of the custom events, we can only do so if the property data type is string. It would be really helpful if we have the ability to group by all the data types for all the properties of custom events.
What In Gainsight PX, provide a dashboard widget that provides the ability to create a % based metric - ex. users who used Feature A / users who used Feature B. It would also be helpful to change any existing widget into a % - ex. weekly active users / all users, users who used Feature A / all active users, etc. Why Percentages normalize data and trends. Raw counts are often vanity metrics that feel good but don’t show trends as count change (ex. weekly active users). Supporting Information This is similar to these highly voted requests for CS, https://community.gainsight.com/cs-ideas-21/can-you-put-a-percentage-in-a-report-widget-4116 and https://community.gainsight.com/reports-dashboards-9/use-the-percentage-widget-in-a-dashboard-32612. This is also a commonly supported capability in other product analytics tools, ex. https://support.pendo.io/hc/en-us/articles/360031863432-Trends.
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
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