Organize Engagements

Updated 3 weeks ago by Kiran Devathi

Purpose

To organize effectively a multitude of in-app and email engagements (50+).

Why

As a PX customer responsible for engaging with end-users, it’s important to organize my engagements into folders in order to locate and edit/launch them accordingly.

Ways to Organize Engagements

Currently, We do not have folders for engagements. The alternative solution is to append the engagement names, which can look like: “[New Users] Onboarding Guide.”

Below are some ways to organize engagements:

By Audience
  • New Users
  • Mature Users
  • All Users
By Use Case
  • Product Releases and Enhancements
    • High Impact
    • Low Impact
  • User Feedback
  • Company-Wide Announcements
By Team/Responsible Person:
  • Product Management
  • Customer Success
  • Sales
  • Customer Support

Current Functionality

  • Filter by: Type, Status
    • Types: Dialog, Slider, Email, Guide, Survey
    • Status: Active, Completed, Editing, Paused
  • Columns: Arrange by columns


How did we do?