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Gainsight Inc.

Use Videos For User Onboarding

Using videos is an effective way to onboard users as part a signup process or when onboarding them to your latest release.

Embed Videos

  1. Create a new in-app engagement

A video can be embedded in any type of in-app engagement - Dialog, slider or a guide. Embedding the video using the universal editor - select a template (blank) and go to the edit step. Gainsight PX supports videos of any format. 

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  1. Click on the video icon and insert the video link or embed code. Refer the sections below to learn more about getting embed codes from various video channels. 

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  2. Adjust the video to the size and location you'd like, you can drag it from one of the corners to cover the entire dialog step

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  3. Background color: In case the video is covering the entire surface of the dialog set the background to darker than white so the X button will show up.

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  4. Preview: You can now preview your video by first saving and then clicking on the 'eye' preview icon on the top right and selecting a target url in your app.

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Tips & Tricks

You can adjust the position of the dialog or play with overlay settings by selecting the 3rd tab 

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TIP: When using youtube videos you might want to disable video recommendations by clicking share, select code and uncheck the "Show suggested videos when the video finishes" option.

Embed Vimeo Videos

This section explains how to embed videos from Vimeo into Gainsight PX Engagements. There are two methods to embed a video into Gainsight PX.

Use the Video Code

To embed videos from Vimeo using the shared link:

  1. Navigate to vimeo.com.
  2. Navigate to the required section. 
  3. Click Share.
  4. Copy the code in the Link section.

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  1. Copy the video share link.
  2. Navigate to Gainsight PX engagement and click the Video icon.
  3. Click the embed section and paste the code.
  4. Click Insert.

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Use the Embed Code

To embed videos from Vimeo using the embed code:

  1. Navigate to vimeo.com
  2. Navigate to the required section. 
  3. Click Share.
  4. Copy the code in the Embed section.

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  1. Copy the video embed link.
  2. Navigate to Gainsight PX engagement and click the Video icon.
  3. Click the embed section and paste the code.
  4. Click Insert.

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Embed Youtube Videos

This section explains how to embed videos from Youtube into Gainsight PX Engagements. There are two methods to embed a video into Gainsight PX.

Use Copy Link

To embed videos from Youtube using the copy link:

  1. Navigate to youtube.com
  2. Select the required video.
  3. Click the Share tab.
  4. Click COPY.

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  1. Navigate to Gainsight PX.
  2. Click the Insert video icon.
  3. Click the Link section.
  4. Paste the code and click Insert.

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Use Embed Code

To embed videos from Youtube using the copy link:

  1. Navigate to youtube.com
  2. Select the required video.
  3. Click the Share tab.
  4. Click Embed.
  5. Click COPY.

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  1. Copy the video embed link.
  2. Navigate to Gainsight PX engagement and click the Video icon.
  3. Click the embed section and paste the code.
  4. Click Insert.

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Embed Adobe TV Videos

You can also embed videos from Adobe TV.  You must copy the video link of your video from Adobe TV. Once you copy the code. you can create an engagement and navigate to embed section, as shown in the above section. In the Insert Video icon, click the embedded code tab and use the following code to embed the video. You must replace the URL after the "src" with URL of your Adobe TV video. 

<iframe allowfullscreen="" embedded-video="" src="https://video.tv.adobe.com/v/26228/"> 
<p>Your browser does not support the iframe element.</p> 
</iframe>

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Insert MP4 Videos in Engagements

Apart from embedding videos from other video sites, you can also insert MP4 format videos directly into an engagement. To insert videos directly into an engagement, you must use the Code View section of the engagement. 

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Insert the following code in the code section. Replace the URL in the source src section with the URL of the required video. 

<video width="320" height="240" controls="">
<source src="https://storage.googleapis.com/aptrinsic-cloud-public-assets/video/SampleVideo_1280x720.mp4" type="video/mp4">
Your browser does not support the video tag. </video>

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You can change the values in the width and height tags to modify the size of the video.  

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