User Engagements

10 articles

Use Automatic Reports in Gainsight PX

This article describes how users can define daily or weekly automatically created reports to their email addresses. In the individual profile level, each user by default can see the email reports whi…

Updated 1 month ago by Neelam

How to Build Gainsight PX In-App 'Guide' Engagement

Overview. Gainsight PX provides an all-in-one product experience platform that enables companies to onboard, retain, and grow customers by delivering personalised product experiences based on in-prod…

Updated 1 month ago by Neelam

Use Templates

Templates are pre-formatted layouts that help you create engagements in a specific format. Templates save you time on the initial setup and configuration of your engagement layouts. Gainsight PX prov…

Updated 1 month ago by Michael Alon

Knowledge Center Bot

Overview. Knowledge Center Bot is an on-boarding assistant that guides users in learning your product. The Bot contains links to engagements and external URLs in order to effectively onboard new user…

Updated 1 month ago by Neelam

Contact Gainsight PX Support

Overview. This article explains how to contact the PX Support team when things do not work as expected within the product. Before you reach out to PX support team, you can also search the Help Center…

Updated 1 month ago by Kiran Devathi

Test your Engagements

How to safely build and test your Aptrinsic engagements without using a QA or Development environment

Updated 3 weeks ago by Angelo Matheou

Engagement Scheduler

Engagement Scheduler. Every engagement has a scheduling step that helps you defined when and how often an engagement should be evaluated and triggered. In-app scheduling is a little different than Em…

Updated 3 weeks ago by Michael Alon

Audience Selection (Engagements)

Audience selection can be applied all over the Aptrinsic platform, from our powerful reporting (i.e. cohort / retention, feature adoption, funnels) and down to the real-time user engagement launching (i.e. dialogs, sliders, surveys, etc).

Updated 3 weeks ago by Angelo Matheou

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. Here is a Step by Step Guide to Embed Videos into your In-App Experience. 1.…

Updated 3 weeks ago by Michael Alon

Create On-boarding Engagements

What is an Engagement? Engagements can by thought of as orchestrations that need to be executed against a specific audience of users. You can do several different types of engagements across multi...

Updated 4 weeks ago by Angelo Matheou