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5 days ago

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Replies posted by JayS

77 Replies

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Oldest first

shireesha_reddyTeam Captain

Auto-Update the subject line with Feedback Type in KC bot.No Status

I just had this question come up today. Can we lock-down the Subject line so when the email arrives into our feedback inbox we’ll know what the drop-down select was.I see where I can put a default text into that line, but it then requires the user to type in their own subject line, which would defeat the purpose.

1 month ago

JaySChampion in Training

asked in Gainsight PX

PX test emails not being received

Hi @Pravalika S. I did add the email address that I used to send the test email to my "trusted senders" list in Outlook. I'm unsure what CNames are and I don't know how to add whitelisted PX Emails. Yesterday, I tried actually launching the email to my email address, but I have not received it yet, and it is not in D&B's quarantine that all our emails go through before landing in our inbox.Regards,Jay

1 month ago

Simarpreet SinghShoshin

asked in Gainsight PX

KC Bot: Hiding engagements based on audiences

My understanding is that if an engagement is included as content in a KC bot, then the audience rules on a specific engagement are moot. I have created some engagements that are triggered by Automatic as well as Knowledge Center. In that instance, the audience rules apply for the Automatic launch, but any user who can see the KC bot can open that engagement at any time. Another suggestion might be to use the Recommendations in the KC bot. You could create a list of recommended engagements for Product A and a second one for Product B. You create audience rules for the recommendations, so could target the users of products that way.From release notes: https://support.gainsight.com/PX/Release_Notes/2022_Release_Notes/5_PX_Release_Notes_May_2022#Display_Recommended_Content_in_KC_Bot

2 months ago

gloriamavunguGainsight Employee: Shoshin

posted in Gainsight PX

How To Optimize User Onboarding With PX's KC Bot

The only thing that concerns me is the process of managing multiple KC bots. For example, it can be a challenge when trying to pause an outdated engagement and GainsightPX only tells me that I can’t pause it because it’s in an active bot. I then have to search through all bots and recommendations to find/remove that engagement from the content. There’s been idea for that point in the community for 7 months, but no status yet: cc: @lpicone @mmarques @josborn @Bharati @rterakedis @ShwetaH

2 months ago

SruthimallaGainsight Community Manager

published in Gainsight PX

VkakaniGainsight Employee: Shoshin

posted in Gainsight PX

Tip of the week : Planning to send a PX survey via email to your customer

Hi @Vkakani,I think I’m confused. 🙂 Is this to send an email to users and when they click on the button it will take them into the product to the selected page and the rating survey will appear for them?What would the scheduling/qualification scope need to be for that work?It looks like you have 2 buttons in the email, but I’m not sure why you would need them.I think this sounds like an intriguing idea and would like to investigate further.Thank you.Jay

2 months ago

rterakedisTeam Captain

asked in Gainsight PX

PX Engagments + Chrome Dev Tools

Hi @lpicone,I’m in the same boat with the DevTools. I looked, but didn’t see a version, so not sure what to share there. My company is currently on Chrome 115.0.5790.102.

3 months ago

mpalermoRegistered User

asked in Gainsight PX

Knowledge Center Bot - Is there a URL for the bot so we can add as a menu option instead of the bot button displaying?

Hi @mpalermo, just saw this today searching for “draggable”, so you may have already discovered this. 🙂In the SDK settings menu, you can change the KC bot to open from a UI Element anchor rather than the GainsightPX widget. We’ve experimented with this and it works well, but we don’t have our product leader’s buy-in yet, so we’re still using the widget. In our testing, it did work well though. It does remove the ability to drag the bot and the ability to resize the bot window, but otherwise works well.Note that it is across the subscription, so if you have more than one bot they’ll all need to be anchored to a UI Element. You can’t have one bot use the widget and one use a UI Element.

3 months ago

Sai Kumar PadalaGainsight Employee: Shoshin

KC BOT - Help the users know that it can be draggedAcknowledged

3 months ago

rterakedisTeam Captain

asked in Gainsight PX

PX Engagments + Chrome Dev Tools

I just had this happen today, @rterakedis. I’ve been working in GainsightPX for almost 2 years and haven’t seen this before. I don’t have any ideas about working around it, though.

3 months ago

suryanarayanaTeam Captain

posted in Gainsight PX

set action upon button click

Hi @jmobley. I have used that workaround many times. A couple things:A “workaround” has a negative connotation for me … we’re having to figure how to “trick” GainsightPX into doing something that can’t be done in the engagement type we wanted to use. The engagement is then shown as a Guide in the list and reporting, even when it’s not really a guide. This can make it more challenging to identify the Slider we created that Gainsight shows as a Guide.Another idea might be to only have the one engagement editor and allow the user to select the type when editing … similar to how we can select Triggered By Automatic, Knowledge Center, or Badge.

3 months ago

suryanarayanaTeam Captain

posted in Gainsight PX

set action upon button click

I endorse this request! 🙂 The custom button features in the V2 guide editor help us to better engage with our users!

3 months ago

Brianna GoodrumGainsight Employee: Shoshin

Include Data Export for Hosted Articles within PXNo Status

I’m linking to a couple Community articles that I think are relevant in this discussion. It’s all about the ability to report on viewers of hosted articles, use hosted articles as audience criteria (similar to in-app engagements), and an external link to guide users to a hosted article via an email, or a link/button in an engagement. cc: @Gainsight2022 @wheelern @woodlande @broghanzwack @lpicone @brian.atkins @chrisdolan @JValiquette @Lake1211

4 months ago

Jack-OccleshawShoshin

Folders for uploaded imagesPlanned

I was creating a new idea post, but found this one from 2 years ago.I’ve “just dealt with it” since I started working in Gainsight PX.Current situation:I add an image to an engagement (upload) Product team asks that I change the image (replace image option to upload a new image) Product team decides to go back to original image.**This is where the problem lies. If I try to use the folder option (from the replace menu) to view previously uploaded images, they appear to be in no particular order, and the original image I loaded 20 minutes ago could be anywhere in the list presented; there doesn’t appear to be any rhyme or reason to the sequence.Because of that, it’s usually easier to just upload the first image again, rather than visually scan through all of the images we’ve ever uploaded. However, I now have multiple images uploaded that are actually identical. I would think that’s not good for the use of storage space.The ask:Ideally, there could be options for sorting the images. We d

4 months ago

aaronhattonGainsight Employee: Veteran Rookie

posted in Product Experience Best Practices

Understanding your users better with Gainsight PX

Thank you, @aaronhatton! This is a lot to digest, but I’ll be digging in. 😎

3 months ago

AshtonTeam Captain

asked in Gainsight PX

Engagement Needs To be On Specific Page To Start

Hi @ashton. If I’m understanding your question correctly, I think using the URL redirect for the engagement in the bot will accomplish what you need.

5 months ago

SruthimallaGainsight Community Manager

published in Gainsight PX

TOTW : Personalise user experiences like never before using Gainsight PXBlog

This is awesome, @aaronhatton! The setup and image sizes are great! Would love to see the HTML/CSS; would make it so much easier to replicate with our own text and images. 🙂

25310

1 month ago

AshtonTeam Captain

Can Not Edit Engagement with "Edit In-App" While Draft ExistsImplemented

Excellent news, @aharkut!

4 months ago

AshtonTeam Captain

Can Not Edit Engagement with "Edit In-App" While Draft ExistsImplemented

Thank you, @Ashton! I was just visiting the community to post a similar message, but you explained it very well! I’m just adding my 👍🏻. It is frustrating that you can’t edit-in-app while in draft mode.

4 months ago

rterakedisTeam Captain

asked in Gainsight PX

Clarify Exit, Skip, Snooze and Guide Completion Status

@jmobley has confirmed my previous point… Snooze and the X are functionally the same with the only caveat being that the snooze-click is recognized and in the report.

5 months ago

rterakedisTeam Captain

asked in Gainsight PX

Clarify Exit, Skip, Snooze and Guide Completion Status

Hi @kathleenkenny23. @jmobley has been looking into this as well, but I thought I would add to this thread.The only thing that is still outstanding in my mind is if snooze and close (the upper-right “X”) are functionally the same (except for the tracking of snooze that you mentioned)? If we have the engagement set for the user to view 3 times with at least 7 days between views, they’ll only qualify to see it 3 times total, regardless of whether they click snooze, correct?

5 months ago

BharatiShoshin

asked in Gainsight PX

How to disable the transition effect for a tooltip?

I’m not 100% positive, but I think this will do it … in the V2 Guide Editor.

6 months ago

mmarquesAll Star

asked in Gainsight PX

How do you provide links as recommended content?

Strange … When I edit my recommended content and type in the search, it is returning links for me to add. Is this a feature that needs to be enabled for individual Gainsight PX clients?

6 months ago

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Replies posted by JayS

Auto-Update the subject line with Feedback Type in KC bot.No Status

Why Self Serve KC bots are Important to Scale DigitallyBlog

KC BOT - Help the users know that it can be draggedAcknowledged

Include Data Export for Hosted Articles within PXNo Status

Folders for uploaded imagesPlanned

TOTW : Personalise user experiences like never before using Gainsight PXBlog

Can Not Edit Engagement with "Edit In-App" While Draft ExistsImplemented

Can Not Edit Engagement with "Edit In-App" While Draft ExistsImplemented

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