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Gainsight Inc.

Understand Engagement Analytics

This article provides an overview of Engagement performance reports available in Gainsight PX.


The Analytics section in PX gives you a comprehensive analysis of the performance of your engagements. You can see the number of views of the engagement, completion rate, launched environment, and more.

Gainsight PX supports the following types of engagement analytics reports:

  • In App Performance
  • Email Performance
  • Survey Performance 
  • Knowledge Center

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In App Performance 

The In App Performance reports shows all the analytics data for Dialog, Slider, and Guide engagements, including their views. A comprehensive summary widget is available in the top section of the report. This widget helps to view the different metrics such as engagement Views, Unique Views, CTA, number of Completed engagements, Completion Rate, and CTA/Unique Views. You can also filter and group the details to slice and dice the data for better insights.

In-app performance widget.png

You can click any engagement to view the details in graphical format and also the list of users who viewed the engagement.

Slider Engagement Analytics Details.jpg

In the above image, the Guide engagement has a total of 380 views. When you click the engagement, you can see the views of the engagement on a weekly basis (you can change this to a different frequency), in graphical format. You can also see the details of the users and the number of views for each user. When you view details for a Slider or a Guide engagement, you can also see the break up of users who viewed each of the slide/steps.

The Guide engagement in the above image has a total of 5 steps. A total of 380 users viewed the guide. Of those 380 users, 85 users (21%) moved to the next step. Of the total users, 63 users (16%) moved to the third step. Around 12% of the total users moved to the fourth and fifth steps. You can easily analyze where your users are dropping off and take appropriate actions.

Click Export CSV to export the Engagements In-App Performance list view as a CSV file for deeper analysis.

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For more information about various columns and widgets, refer to the Engagement Analytics section of the Analytics Data Dictionary article from the Additional Resources section.

Email Performance 

The Email Performance report provides analytics for email engagements. Click the Email Performance report to view a comprehensive summary of all your email engagements. 

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The Email Engagement Performance page provides a summary of key metrics such as Delivered, Unique Opened, CTA Clicks, CTOR (Click-to-Open Rate), Unsubscribed, and Total Bounced across your email engagements, for a maximum of 180 days. 

Click an email engagement to view the details in graphical format and also the list of users who viewed the engagement.

Engagement Summary.png

On the Engagement Summary tab, you can switch between numerical and percentage analysis for email engagements. This helps you to view your email performance data in the format that best suits your needs for better understanding and decision making. The different metrics shown are:

Metrics (in numbers # ) Metrics (in percentages %)
Delivered Delivery Rate = (Emails delivered*100) / (Total emails sent)
Unique Opened Open Rate = (Unique opens*100) / (Total emails delivered)
CTA Clicks

CTR (Click Through Rate) = (Clicks*100) / (Total emails delivered)

CTOR (Click to Open Rate) = (Clicks*100) / (Total emails opened)

Unsubscribed Unsubscribe Rate = (Unsubscribes*100) / (Total emails delivered)
Total Bounced Bounce Rate = (Total emails bounced *100) / (Total emails sent)


Email CTA Analytics

The CTA Analytics tab in Email Performance is designed to provide deeper insights into each Call to Actions (CTAs) in the email. For each CTA in the email engagement, you can view the following information: 

  • The action value of the CTA (for example: Redirect URL on clicking a button CTA)
  • Count of clicks
  • User and account information of the user who clicked the CTA
  • CTOR (Click-to-Open Rate) of the individual CTA
  • Timestamp details of when the CTA was last clicked

You can drill-down on the CTAs with which a user has interacted, allowing you to identify the CTAs that are resonating with your users. Additionally, a summary of user-interacted CTAs is available to provide a comprehensive overview of user engagement across all CTAs.

Email Analytics_3.pngFor more information about various columns and widgets, refer to the Engagement Analytics section of the Analytics Data Dictionary article.

Survey Performance

The Survey performance report displays results for all 5 types of Surveys supported in Gainsight PX. For more information about NPS® survey analytics, refer to the Analyze NPS ® Results article from the Additional Resources section. This section describes how to analyze the results of four other survey types. If you are using Mobile engagements, you can apply filters to either view data only for Web App Surveys, Mobile Surveys, or both.

You can also view the context (URL) for Survey Engagement Analytics. The context URL helps you to identify the page from which the survey was launched so that you can associate the URL to the survey response.

  Survey Performance.png

Analyze Rating Survey Results

A Rating survey offers a set of 5 stars to the users, with 5 being the best rating. Based on their experience with your application page or feature, users can submit a rating. 

To view Rating Survey results, click any Rating survey from the list of surveys in the Survey performance section. In the below image you can see a Rating survey. Two users have viewed and responded to the survey. Click the Rating survey to view the results in detail.

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In the following image, you can see that one respondent who has taken the survey and also the individual rating given by each user. The user has given a 5-star rating has also given comments. You can select the Filter out empty comments check box to view only those responses which have a comment. When you hover on the bar graph, you can view the legends for the scores.

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You can switch to Line Chart view, apply filters, and view results by company or overview.

Analyze CES Survey Results 

A Customer Effort Score (CES) survey is used to analyze the amount of effort a user has to put in to complete a task. CES survey displays the results on a Likert scale of 1-7. A score of either 1, 2, or 3 implies that the user is not at all happy with the amount of effort that was required. A score of 4 or 5 implies that things could have been better and a score of 6 or 7 implies that the user could understand the UI with minimal effort.  

To view the results of a CES survey, click any CES survey from the Survey Performance section.

Ces Survey.png

In the following image, four users have responded to the CES survey. All the four responders have given a rating of seven. All the responses were recorded on the same date. You can also view the average of the scores in the semi circle (7).

CES Translation html performance.png

You can also switch from a bar chart to a line chart, apply filters, view results by accounts, or overview.


Analyze Boolean Survey Results

A Boolean Survey is a direct question that asks users if they are satisfied or not with a product. It has only two responses; Yes (positive) or No (negative). In the following image, you can see a Boolean survey, which has two viewers and two respondents. Both respondents have given a positive response. Click the survey to view the results in detail.

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Analyze Multi Question Survey Results

A Multi question survey allows you to display multiple questions as a survey on any page of your application. A Multi question survey can have two types of questions; Multi choice Question and an Open text question. Multichoice questions allow you to ask a question and also provide a set of answers. Users can select one or multiple answers. An Open question does not provide any options. Users must enter their answers.

In the following image, the survey constitutes of three questions. The Line chart shows the number of questions which were responded to by the users. 225 users answered Q1, 224 answered Q2 and 195 answered Q3.

Multi Question Survey Performance.png

The All Questions by day section displays the days on which users responded to the surveys. You can see that many users has responded between June 17th and July 09th.

For a multi choice question, you can also click a response to view the list of users who provided that response.You can apply filters in this survey as well. However, you cannot switch to a bar chart.

Knowledge Center Bot 

KC Bot Analytics helps you understand how often the Bot is used, or how many user views there are on Bot Engagements/articles, or if the search terms are returning the desired results.

For more information, read the Knowledge Center Bot Analytics article from the Additional Resources section.

Additional Resources

Analytics Data Dictionary
Knowledge Center Bot Analytics
Analyze NPS ® Results
NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld.


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