Documentation Experience Platform Destinations Guide

Gainsight PX connection

Last update: July 4, 2024

Topics:
Destinations

CREATED FOR:

Admin
User

Overview

Gainsight PX is a product experience platform that enables product teams to understand how users use their products, collect feedback, and create in-app engagements like product walkthroughs to drive user onboarding and product adoption.

IMPORTANT

The destination connector and documentation page are created and maintained by the Gainsight PX team. For any inquiries or update requests, contact them directly at pxsupport@gainsight.com.

Use cases

To help you better understand how and when you should use the Gainsight PX destination, here are sample use cases that Adobe Experience Platform customers can solve by using this destination.

Targeting In-App Engagements

A SaaS company wants to engage their customers via an in-application guide constructed on Gainsight PX. An audience to receive this engagement has been built on Adobe Experience Platform. The Gainsight PX destination receives the audience and makes it available within the Gainsight PX environment.

Prerequisites

Contact the Gainsight support team and request the activation of external segment features for your subscription.
Generate an OAuth Secret value for your PX subscription, using the Generate New Secret button at the bottom of the Company Details page

Supported identities

Gainsight PX supports the activation of identities described in the table below. Learn more about identities.

Target Identity	Description
IdentifyID	Common user identifier that uniquely identifies a user in Gainsight PX and Adobe Experience Platform

Supported audiences

This section describes which type of audience you can export to this destination.

Audience origin	Supported	Description
Segmentation Service	✓	Audiences generated through the Experience Platform Segmentation Service.
Custom uploads	X	Audiences imported into Experience Platform from CSV files.

Export type and frequency

Refer to the table below for information about the destination export type and frequency.

Item	Type	Notes
Export type	Segment export	You are exporting all members of an audience with the identifiers (name, phone number, or others) used in the Gainsight PX destination.
Export frequency	Streaming	Streaming destinations are “always on” API-based connections. When a profile is updated in Experience Platform based on audience evaluation, the connector sends the update downstream to the destination platform. Read more about streaming destinations.

Connect to the destination

IMPORTANT

To connect to the destination, you need the Manage Destinations access control permission. Read the access control overview or contact your product administrator to obtain the required permissions.

To connect to this destination, follow the steps described in the destination configuration tutorial. In the destination configuration workflow, fill in the fields listed in the two sections below.

Authenticate to destination

To authenticate to the destination, fill in the required fields and select Connect to destination.

Authentication screenshot

Password: The password used to log in to Gainsight PX
Client ID: The Gainsight PX subscription ID on the Company Details page
Client secret: The OAuth secret generated at the bottom of the Company Details page in the Gainsight PX UI.
Username: The email used to log in to the Gainsight PX UI

Fill in destination details

To configure details for the destination, fill in the required and optional fields below. An asterisk next to a field in the UI indicates that the field is required.

Destination details screen in the Experience Platform user interface showing how to fill in the Name and Description fields

Name: A name by which you will recognize this destination in the future.
Description: A description that will help you identify this destination in the future.

When you are finished providing details for your destination connection, select Next.

Activate segments to this destination

IMPORTANT

To activate data, you need the Manage Destinations, Activate Destinations, View Profiles, and View Segments access control permissions. Read the access control overview or contact your product administrator to obtain the required permissions.
To export identities, you need the View Identity Graph access control permission.

Read Activate profiles and segments to streaming segment export destinations for instructions on activating audience segments to this destination.

Map identities

This destination supports the mapping of profile attributes and identity namespaces. The target mapping must always be the IDENTIFY_ID identity namespace.

See the examples below to better understand how to configure mapping.

Map a profile attribute

In the example shown below, the source field is an XDM profile attribute which gets mapped to the IDENTIFY_ID target namespace.

Identity Namespace example mapping screen showing how to select the source and target values

Map an identity namespace

In the example shown below, the source field is an identity namespace (ECID) which gets mapped to the IDENTIFY_ID target namespace.

Attribute example mapping screen showing how to select the source and target values

Exported data / Validate data export

Segmentation data is streamed from the Experience Platform to Gainsight PX.

Segment metadata is visible in the Segments screen within the Gainsight PX UI.

Segment list screen in Gainsight PX showing external segments.

Segment membership information is visible on the Segments tab of the Audience Explorer screen of the Gainsight PX UI.

Audience Explorer screen in Gainsight PX showing associated segments for a user.

Data usage and governance

All Adobe Experience Platform destinations are compliant with data usage policies when handling your data. For detailed information on how Adobe Experience Platform enforces data governance, read the Data Governance overview.

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