PX Release Notes February 2022

Global Filters in Custom Dashboards

Gainsight PX introduces Global Filters for custom dashboards. This helps users to apply the same filter to all the widgets in the custom dashboard at once. Following are the filters that can be applied as Global Filters:

• User 
• Account
• Inferred Company
• Inferred Location
• Location
• Account Location

Along with Global Filters, you can also apply widget-level filters as required. Global and widget level filters when applied together use AND logic between the two sets of filters.

Notes: 

• Hover on the Global Filter icon to view the details of the applied filters.
• Global filters or widget level filters cannot be applied to Funnel widgets in dashboards.

For more information, refer to the Set Filter Criteria for the Widgets section of the Configure PX Dashboards article.

Retention Analysis Widget Powered by Retention Reports

Retention Analysis widget can now be powered by Retention Analysis report of your choice that was created in the Analytics section. When you click the widget, you can select the Retention report from a list of Retention Analysis reports much like other report widgets.

Analytics Drill-Down

With the Analytics Drill-Down feature, PX takes you one step further into showing the users or accounts behind the numbers.  Query Builder is the first to get this enhanced ability to drill down from the query result numbers to a detailed list of the underlying users or accounts. You can click the user or account count from the query result to navigate to the users or accounts list view. 

 In the case of users, a further drill-down on an individual user helps you view the user profile and check their recent activity and engagements. Within the drill-down view of the Query Builder, you can switch between different cohorts as well as between different time periods.

Note: The users or accounts list can be exported as a CSV file.

Query Builder Group By Enhancement

Query Builder results related to surveys, can now display results Grouped By options of survey Score and Score type across NPS, CES, Rating, and Boolean surveys, allowing for a deeper analysis of the survey results.

Multi Question Survey Enhancements

Gainsight PX now lets you add and create multiple survey questions in a single step. This reduces the number of user clicks required to complete the survey, and increases the adoption of the engagement. Prior to this release, multi-question surveys were limited to multiple pages containing a single question per page.

You can now also include a rating question within a Multi-Question Survey and customize the numerical range, color and shape of all the rating buttons.

Note: This feature is available only when you create multiple survey questions in a single step.

For more information on how to build a Multi Question Engagement, refer to the Use Multi Question Survey article.

New Article Home

Knowledge Center Bot has a new Articles section, a one-stop location to create, manage and localize the articles. This feature makes creating and managing content for Bots more efficient.

The feature brings in the following capabilities:

• The search option to find the required articles.
• The enhanced Article List View with the KC Bot details where each article is added.
• The Localization tab to translate the article content in different languages.

For more information on how to create and localize articles, refer to the Create Articles for Knowledge Center Bot article.

Capability to Launch KC Bot from Iframe

You can now launch the Bot while clicking the element from an iframe. Prior to this release, the embedded KC Bot could be launched when the user clicked on the mapped element but not when the same element was clicked from an iframe.

Support for Hybrid Mobile

Gainsight PX mobile SDK now supports mobile apps built on Hybrid Mobile frameworks such as Cordova, Ionic, Sencha Touch/ExtJS. Mobile apps built on these technologies can integrate the new Hybrid Mobile SDK and leverage the value of PX.

For more information on configuring PX mobile SDK for hybrid mobile technologies, refer to the Gainsight PX Hybrid Mobile SDK article.

Show Mapped Features

Product Mapper is now has a Show mapped features option that helps you view the features mapped already in the selected URL of your application. This helps in identifying the features that are yet to be mapped thus avoiding duplicate mapping.

Create Features with Only Text Matches

Product Mapper Selector is now enhanced with the Match Text option that can create features with text match only. Prior to this release, it was mandatory to have a CSS selector to create features. However, applications with dynamic UI elements often run into CSS selector match issues. This enhancement eliminates such issues and provides flexibility to map the unique elements faster.

Note: Features created using this option cannot be backfilled.

S3 Utility to Import Accounts to PX

PX Integrations now adds a new feature that helps to import accounts similar to the User Import integration. Gainsight PX can import daily updates to user data from a pre-defined directory structure in an AWS S3 bucket.

For more information on the S3 bucket directory structure and file rules , refer to the S3 Account and User Import article.