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Gainsight Inc.

How to Test In-app Engagements in Gainsight PX

ATTENTION: Documentation Updates are in Process
We are in the process of updating the screenshots, GIFs, and content to match the latest UX based on the Horizon Experience’s new look and feel. To learn more about the Horizon Experience in Gainsight PX, click here.

While creating In-app engagements, for the most part, you would want to test them before launching them to your users on production.

You can test your In-app engagements in either of the following ways:

  • If you have PX Tag installed on your non-production environment, you can create and test engagements on the Non-Prod environment; OR
  • Use Preview button. Navigate to Engagements > Editor > Edit in-app > Preview (this launches the engagement on your web app only as a Preview to you); OR
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  • Create a Segment > Add Internal users who will be testing the engagement. Navigate to Create Engagement > Audience > Choose Segment (from the list of Trigger Rules available on the right) > Choose your Test User Segment > Trigger the engagement with other criteria in place only to Test Users; OR
  • Navigate to Create Engagement > Audience > Choose User (from the list of Rules) > Choose email attribute from the dropdown > Set your email ID > Trigger the engagement only to yourself.
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