Welcome to Gainsight PX!
Although the initial installation should be straight-forward, we’ve put together this checklist to make it dead simple.
This Configuration Checklist is for those who are using a Segment.com for tag management. If you are using another method, please click on one of the below:
Here's a quick setup video
Segment must be running on all of pages of your web application or site that you wish to use Gainsight PX on.
Your Segment integration must include use of the identify call (identifies the user) and the Group call (identifies the account).
Still here? Great, once you complete the below steps, your Gainsight PX Installation will be complete so that your events and their associated users/accounts from your product will be flowing into Gainsight PX.
STEP 1: Create your Product Definition and Gainsight PX Tag Code
Navigate to Account Settings -> Products and create your product definition, for example:
Once created, you’ll need to create a tag for this product by entering in the URL of your Web Application.
The URL you enter is for informational purposes only and what you enter there does not impact your use of Gainsight PX. Nevertheless, it is good practice to enter in the URL there to keep track of which of your products is assigned to which tags.
Now you have created the tag that will be associated with your product and channel (i.e. Web App or Website).
If you also have a website that you want to track leads from, click the Website tab, enter in the URL for your website to create the tag for the website channel.
- You have the ability to create, track and build engagements for more than a single product! Just repeat the process for your additional products.
- You may also want to define one product for each of your environments that you plan on using with Gainsight PX (i.e. staging, production).
- The free version of Gainsight PX allows for one product definition.
Step 2: Setup Gainsight PX in Segment.com
To setup Gainsight PX using Segment.com, simply include the Gainsight PX Integration located at their Integrations page.
With Segment’s Gainsight PX integration, you’ll be able to easily integrate Gainsight PX Tag and Web SDK for your web site and web app.
Setting up Segment for Gainsight PX is straightforward. Locate the Gainsight PX integration in the Segment Integrations Dashboard. Toggle it to “On” and setup appropriate parameters including Gainsight PX’s Product ID, which is located in Product Settings screen and will resemble the following: AP-xxxxxxxxxxx-2.
STEP 3: Verify User Event Data is Flowing into Gainsight PX
Once your developers confirmed that the above steps have been completed and the code has been pushed, you can confirm that all is good by logging into your Gainsight PX subscription and you should see events, users and accounts flowing in.
To confirm, navigate to the audience explorer
Select one of the users and click on the Full Profile green button and you should see Recent Activity!
Check out our Troubleshooting Guide FAQ for more help if you are not seeing users or events flowing into your Gainsight PX subscription.
INSTALLATION COMPLETE... you are now ready to start using Gainsight PX!
Now, check out our Instrument your Product guides to get started :)