Replies posted by alextran
Hi @Rano , PX decides at random which accounts/users belong to which groups in general (evenly distributed). For example, if you have 1000 accounts in your PX subscription, PX randomly places those accounts in groups 1 to 100 at the back-end. When it comes time for creating an engagement and say, you want to target account groups 1-25, PX will target those accounts belonging in those groups.
I really loved this session! It was so real and human! It just goes to show that no matter our roles or positions, we are all in this together. What I got out of it was to draw absolute delineations between when you’re working and when you’re not. Creating mental separations helps you sustain joy and sanity.
@Jef Vanlaer Here’s the link to the recording via Google Drive: https://drive.google.com/file/d/1Wx32kHKjzPtPn3xueMPTOkrwuIQj01aW/view?usp=sharing Apologies for the delay - we had our sales kick off last week. Let me know if you’re unable to view it!
Hello! @Satwik Here are some suggestions that you can use to bring usage data over to Salesforce and WHAT data you can bring over. PX Public REST API- Full access to feature/event based usage data- Full access to engagement usage data- User/account profile dataHere is the doc for using our REST API: https://support.gainsight.com/PX/API/Work_with_the_Gainsight_PX_REST_API S3 Data Export- Aggregate level feature/event based usage data- Aggregate engagement usage data- User/account profile dataHere is the doc for using the Gainsight PX Amazon S3 integration: https://support.gainsight.com/PX/Integrations/Gainsight_PX_AWS_S3_Integration Let us know if this helps!
Hi Matt, Could you clarify exactly what the user feedback you received was? Are users who completed the survey receiving the follow-up engagement? Are users who did NOT complete the survey not receive the follow-up 3 weeks later? For your knowledge, here is an example of what "Show Attempts" mean taken from our documentation: "In Qualification Scope, what would “Show 3 times every 2 months mean”? If the Audience Criteria is met, Show/Attempt Once every 2 months for up to 3 times 'if' engagement is 'not completed' and then stop/die. Will not show a 2nd or third time 'if completed' on 1st or 2nd time." Thanks, Matt!
We have our first training course for PX live! Here's the link: [url=https://education.gainsight.com/overview-and-anatomy-of-px-engagements/380759]https://education.gainsight.com/overview-and-anatomy-of-px-engagements/380759[/url] We plan on developing more videos around analytics, product mapper, and deeper diving into engagements. Any suggestions for topics are welcomed!
Hi Kayla! Thanks for your feedback! I definitely see the value of this and have a few suggestions. 1) Create the tooltip guide and place in the Knowledge Center Bot for users to access in the future at any time. [b]Recommended.[/b] 2) Create the guide and set the qualification scope to "Every Session" which means the tooltip will appear every time they log in and they can "X" out of the guide. What's on the roadmap this year is static tooltips; you can think of this as tooltips that stay in one place and you can open or close them out, but they'll be in one place all the time. CC [url=https://community.gainsight.com/users/ciarapeter]@ciarapeter[/url] [url=https://community.gainsight.com/users/mickey]@mickey[/url] - feedback for PX roadmap!
[url=https://community.gainsight.com/users/lucas]@lucas[/url] This is Alex, your Client Outcomes Manager and point of contact at Gainsight PX! You can reach me directly at email@example.com To answer your question, PX doesn't have a way to "force" a dropdown unless a user takes action on it -- in this case, clicking the "Courses" tab. My recommendation would be to use a Tooltip step for step #2 so user clicks and then the next step should appear on the sub-menu item. In summary: 1) Dialog 2) Tooltip to "Courses" 3) Tooltip to sub-menu item. For future technical or break-fix issues, you can contact PX Support at firstname.lastname@example.org Let me know if this solution works for you, Lucas!
There seem to be a lot of functionality issues with the Feature Guide (Knowledge Bot)Partially Fixed
Hi Courtney, Thanks for your feedback on the Knowledge Bot. [url=https://community.gainsight.com/users/ciarapeter]@ciarapeter[/url] as a FYI as we continue improving this part of PX. When setting the Knowledge Bot visibility, you are correct that we don't have the functionality to target particular audiences (i.e. Engagement ABC is seen by Audience 123, but Knowledge Bot shows to all users). This is something that we're exploring to add to the product. However, an alternative right now is to display the bot on certain URLs on Step #2 under Activation (we support wildcarded URLs too). If you would like to test, you can add in your personal URL if applicable and the Bot will appear only on that URL. In regards to moving the bot, you are able to move it to the right side and offset it - see step #2 under "Position." Hopefully this will allow your buttons to show better as the bot isn't blocking. Lastly, thank you for sharing your pain poi
Fine-grained date/time filters?No Status
Matt - We aren't able to surface time explicitly on the Path Analyzer, however, you can view the path at a [b]session level[/b] so you know the # of sessions for a given time frame. Also we released a new feature this week measuring average session time on our Custom Dashboard. You can add this as a widget onto the custom dashboard. You can set the date range of Path Analyzer the same as date range for the Average session duration widget on dashboard. This should provide some idea of the timing between features. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190816at9-39-13AM-765a48d3-f22e-4d06-ba8f-77e386b204af-1682932784.png[/img]
Fine-grained date/time filters?No Status
Hi Matt, The granularity that you would like doesn't surface in the UI, unfortunately. Thus, it's limited to days for now. I'm tagging our Product leaders [url=https://community.gainsight.com/users/mickey]@mickey[/url] [url=https://community.gainsight.com/users/ciarapeter]@ciarapeter[/url] to surface this up to them as we improve on PX and build new functionalities.
More Retention Analysis functionality in GPXUnder Consideration
Thanks Beatriz! Totally agree. I like the idea of clicking into the cells and seeing the users/accounts so you can drill down. [url=https://community.gainsight.com/users/mickey]@mickey[/url] [url=https://community.gainsight.com/users/ciarapeter]@ciarapeter[/url]
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