PX Release Notes July 2020

New Guide Build Experience

We’ve improved the experience of creating Guide Engagements by introducing Guide Templates. You can now begin building a Guide by choosing a multi-step Guide template and then continue adding new steps.

Advantages of Guide templates

• Ease of using predefined templates with the flexibility of adding more steps. 
• Flexibility to add new steps from the used steps to maintain the engagement styling.
• Ability to preview all the steps of the template comprehensively before using the template in the engagement.
• Ability to select the required steps from the template rather than using all of the steps.

To use this enhancement:

1. Click Engagements from the left navigation pane.
2. Click Create and then select Guide to build a new Guide Engagement.
3. From the Editor, click the Choose Template button.
4. Select the required template from the Saved, Default or Used templates.
5. Select the Guide steps from the Template Step Picker window.

6. If you need to add more steps to the Guide, then click the +New button and choose from the following options:

• Template Steps - Steps from the selected template
• Used Steps - Steps that you have already used in the Guide
• Default Steps - Steps defined as default by Gainsight PX (Hotspot, Dialog, Tooltip)

7. Click Save.

Note:
If you choose to change the template while creating Guide engagements, the modified engagement content will be lost and you need to start over.

Step Counter for Guide Engagement 

You can now configure the new Step Counter for Guide Engagement so that users can see the total number of steps in the engagement and the count of the current step that they are viewing.

To use this enhancement:

1. Click Engagements from the left navigation pane.
2. Click Create and then select Guide to build a new Guide Engagement.
3. From the third tab on the Editor, select Show Step Counter.
4. Choose from the following options:

• of - Step counter is displayed as ‘1 of 5’
• / - Step counter is displayed as ‘1/5'

View Context (URL) for Survey Performance and Audience Feedback 

View User Details in Knowledge Center Bot Analytics

You can now view the list of users who viewed the Engagements in the Knowledge Center Bot, from the Analytics section. Previously you could only see the number of viewers. Click the user count and further drill down to the user details.

To use this enhancement:

1. Navigate to Analytics > Engagements > Knowledge Center.
2. Click on any Knowledge Center Bot.
3. From the Engagements list view, click the user count of the Engagement for which you need to see the user details.

New Segment Option for Funnel 

The Funnel report is improved with the new Segment option. Use Segments to create Funnel reports for a unique audience based on common attributes/characteristics.  Previously, you could select the audience of the report by configuring the filters in the Users tab. The Segment option helps you further narrow down the audience to address specific use cases.

Business Use Case

You need to create a funnel report on the newest users by choosing specific page-views and features. This report is aimed at identifying the steps where the users are dropping off. You can now create a ‘Signed Up’ segment (or any date based field as a segment matching event by using 'less than 1 day' as the filter criteria) and use this as a funnel step.

To use this enhancement:

1. Navigate to Analytics > Funnel.
2. Click Create to build a new funnel report.
3. From the Funnel Steps dropdown, select Segment. Select the segment that you created.
4. Click Add.

New JS SDK Reset/Reload Method

Gainsight PX provides the feature JS SDK Reset Method to have the PX tag loaded in a multi-product environment under the same wrapping iframe/shell. In such an environment, PX requires the ability to switch product keys since users are switching between applications without a full page reload (relevant to Single Page Applications). The reset method provides a function in the SDK that allows you to reset the SDK and pass in the relevant product key when switching between applications.

For more information on the usage of this API, refer to the Config API for Switching Products in a Single Page Application(SPA) article. 

Ability to Show/Hide ‘Read More’ option 

You can choose to show or hide the Read More link that appears in the Knowledge Base tab of the bot. Prior to this release, there was no option to disable the link. This enhancement is particularly useful when your users do not have access to the Knowledge Base, and you want to restrict the user reference to the articles from the Knowledge Center Bot only.

To use this enhancement:

1. Navigate to Knowledge Center Bot.
2. Click Create to build a new KC Bot.
3. Click the Articles search tab on the Editor.
4. Select Show Read More if you want the link to appear on the KC Bot.

CS-PX Bidirectional Sync

Gainsight PX now introduces the capability to push data to PX standard fields from Gainsight CS during bi-directional data synchronization. Prior to this release, you could only push data into PX custom fields.

For more information on how admins can push data to Gainsight PX entities using the Rules Engine in Gainsight CS, refer to the Load to PX Action Type article.

All the Gainsight PX documents containing NPS, Net Promoter, and/or Net Promoter Score terminologies, are updated with the registered trademarks of Satmetrix Systems, Inc, Bain & Company, and Fred Reichheld.