PX Release Notes July 2023

Ability to Perform In-App Edits on Active Guide Engagements in Draft Mode

Draft mode now supports the ability to edit active guide engagements in the In-App Editor. This enhancement helps to modify feature mappings, refine the engagement, and view the modifications in the application before the engagement is re-launched.

For more information on how to perform in-app edits for an active guide engagement in the Draft mode, refer to the Edit Active Engagements in Draft Mode article.

Engage Users on Their Preferred Devices

Gainsight now offers the ability to launch device-specific web app Dialog engagement based on the preferred devices, including computers, mobiles, or tablets. This enhancement aims to help you run more effective campaigns by specifying the device on which the engagement should appear and increase feature adoption.

For more information on configuring the device type, refer to the Dialog Engagement article.

Throttling for JO-Triggered Engagements

Engagements initiated by Journey Orchestrator(JO) now follow Gainsight PX throttling guidelines. While scheduling engagements, you have the option to select the Ignore throttling checkbox, which helps to prevent customers from receiving too many engagements at once.

For more information on throttling, refer to the Engagement Throttling Settings section in the Anatomy of Engagements article.

Editor V2 as Default Editor for New Subscriptions

Gainsight announces a significant enhancement to the guide creation process for new subscriptions. From July 24, 2023 for EU & US2 customers and July 29, 2023, for US1 customers, users will be automatically directed to the new editor, without having to choose between the new or old editor options and experience a streamlined  guide engagement creation process.

Improved Email Performance Analysis

Email Performance in PX Analytics is revamped to create a cohesive experience inline with In App Performance. With a focus on intuitive usability, the new design offers a comprehensive summary and new metrics of all your email campaigns. You can dive deeper into a specific campaign for contextual analysis and insights.

A CTA Analytics tab is introduced to the detailed email performance of a campaign. This enhancement  provides valuable insights into the CTAs linked to the email for a deeper understanding into how your CTAs are performing. 

Additionally, you now have the flexibility to 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.

For information on email engagement analysis, refer to the Understand Engagement Analytics article.

CTA Analytics for Email Engagements

The new CTA Analytics tab in Email Performance is designed to provide deeper insights into user interaction, and helps you make data-driven decisions to optimize the user experience.

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.

For more information on CTA analysis, refer to the Understand Engagement Analytics article.

Redesigned In-App Product Mapper

We have redesigned Product Mapper with enhanced user experience and consistent interface design for both In-App and PX Mapper. The new interface makes it easier to create and manage product maps.

Some of the highlights of the enhancements are as follows:

• Streamlined interface to make it more intuitive and user-friendly. The new design is minimalistic and uncluttered, allowing you to focus on the core functionalities of Product Mapper.
• The new design ensures a consistent user experience between the In-App and Manual Mapper tree, allowing you to seamlessly switch between the two modes without having to learn a new interface.
• Improved user experience of building the feature tree, searching, and in-app mapping in both In-App and PX Mapper.  

For more information on the Product Mapper, refer to the Instrument Your Product using In-App Mapper article.

Z-Index Control for the KC Bot

Gainsight introduces the Custom Z-Index property to enhance KC Bot's stack order control. Using this field, you can assign a higher z-index value to KC Bot, ensuring that it always appears in front of elements that have lower z-index values. This feature is available for both floaterbot and embedded bots, and allows improved KC Bot visual prioritization over other application elements such as CTA buttons, notifications centers, and so on.

For more information on configuring the Z-index refer to the Modify Title, Size, and Position of Bot section in the Knowledge Centre Bot article.

Customize Content Displayed from Digital Hub

Gainsight has added a new optional field called Author ID in the Gainsight Digital Hub Integration window. Certain categories are limited to specific users based on the rules and permissions. The integration fetches open categories by default and to fetch categories that the specific author has permission for, it is recommended to provide the Author ID. It is recommended to enter an Admin’s Author ID to fetch all categories and then configure the Bot to show specific categories.

For more information on Gainsight Digital Hub integration, refer to the Gainsight PX Digital Hub Integration article.

Multi-Question Surveys for Mobile 

Gainsight PX introduces Multi Question Surveys for mobile. To create the survey easily, a default template is introduced which begins with a welcome dialog step, followed by multiple question steps, and ending with a thank you dialog step. The default template allows you to create multi page single step, multi page multi step, and single page single step surveys with multiple questions. 

To configure and personalize the template, use the survey editor to make edits to the content such as add, clone, or delete questions in a step.You can customize the background color, text, border color, and the position of your engagement without the knowledge of HTML or CSS. Multi Question Surveys support the following question types: 

• Open text
• Rating
• Multiple-choice questions. 

Click the plus icon to select and add these question types. 

Note: For rating questions, you can set the scale from 1 to 10 as the maximum value. 

By default, survey engagements follow a sequential flow. For instance, if a survey has three steps, step one is followed by step two, and then step three. However, you can customize the flow of the survey by configuring Branching Logic to meet the specific requirements, and target the right set of questions to the audience based on their response to prior questions in the survey.

For more information on configuring the branching logic in multiple question surveys for mobile engagements, refer to the Multi-Question Surveys for Mobile Engagements article. 

Redesigned User Management

The user interface of the User Management page is redesigned to enhance your administrative experience in PX. With the new design, user summary information is now displayed right upfront, ensuring that you can access important user details at a glance. This empowers you to make informed decisions and manage your user base with greater ease and effectiveness.

Additionally, we have simplified the process of adding new users with a redesigned user interface that helps you assign roles and invite users seamlessly. 

For more information on the new experience, refer to the User Management article. 

IMPORTANT: Starting from the  October release, you will no longer be able to invite users from the Products or Company Details page. Adding and inviting users will only be possible from the User Management page.