How to test In-app Engagements in Gainsight PX
While creating In-app engagements, for the most part, you would want to test them before launching them to your users on production.
You can test your In-app engagements in either of the following ways:
- If you have PX Tag installed on your non-production environment, you can create and test engagements on the Non-Prod environment; OR
- Use Preview button. Navigate to Engagements > Editor > Edit in-app > Preview (this launches the engagement on your web app only as a Preview to you); OR
- Create a Segment > Add Internal users who will be testing the engagement. Navigate to Create Engagement > Audience > Choose Segment (from the list of Trigger Rules available on the right) > Choose your Test User Segment > Trigger the engagement with other criteria in place only to Test Users; OR
- Navigate to Create Engagement > Audience > Choose User (from the list of Rules) > Choose email attribute from the dropdown > Set your email ID > Trigger the engagement only to yourself.