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Segment NPS Cohorts for Surveys

  • 9 October 2019
  • 1 reply
  • 78 views

Userlevel 5
  • Gainsight Employee: Veteran Rookie
  • 29 replies
This idea stemmed from a customer call who wanted to place certain customers in a segment for NPS, such as Q3 2019. It can be cumbersome to add individual accounts on the Segment functionality in PX and keep track of which accounts were added or were not.

OLD METHOD (Example)

  • Create segment called "NPS Q3 2019"
  • Add 20 accounts to be targeted for a Q3 NPS survey
  • Add specific segment in the Audience criteria of survey engagement, and launch survey
As you can see, this process can be cumbersome and may result in more errors.

REVISED METHOD



Instead of adding each individual customer, an alternative solution that's more scalable and time efficient is to:

  • Add custom attribute for accounts -- it can be boolean or string field [list]
  • String example: NPS Q3 '19
  • Boolean example: NPS (Yes / No)
  • You can then use the Data Loader and update the account attributes. Then you'll target your audience by the account attributes for your NPS surveys.

    [/list]If you haven't already, please refer to this previous community post on how to use the Data Loader: https://community.gainsight.com/conversations/px-data-loader-a-quick-how-to-use-video-5d78616f904e1969c059d2f3


  • 1 reply

    Userlevel 5
    Additional Tip of the Week! Thanks for sharing @alextran , good to know!



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