Replies posted by JayS
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.
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
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
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 For example, it can be a challenge when trying to pause an outdated engagement and GainsightPX only tells me that I can’t pause it because it’s in an active bot.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
Great ideas. I think for multiple KC bots to be effectively managed, we would definitely need data added to the engagements list (or somewhere) that displays which bot(s) and Recommended Content the engagement is part of. For example, I’ve had to go on safari through our multiple recommended content groupings and bots searching for, and removing, an engagement so it could then be archived.
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
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.
A related question … I know we can look at analytics to see that users have clicked on the KC widget. Is there anything that would tell us that the user has dragged it during their session? Also, the KC bot resets position each session, so the user has to drag it every time (once they learn they can drag it), any possibility of the KC bot remembers the user’s preference? cc: @aharkut @link_black
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.
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
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
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?
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