Topics started by andy_sackley

5 Posts

andy_sackley
andy_sackleyRegistered User
asked in Surveys & NPS

Survey detailed response page

I just stumbled across a really nice succinct detailed copy of a survey response, but was wondering: Is there an alternative way to get to this? (I've highlighted how I got to it below), in case others have not seen this. I ask as this view is particularly good for the individual following up on the response (i.e. our support manager in this case). It provides them with the respondent details, plus full context of the survey (not just looking at an aggregated question view), but I just stumbled across it. I can't see any other way to drill-down into this view and did not see it documented in either of the survey reporting guides (Survey Analytics or NPS Analytics / Reports). If this is documented elsewhere, or if you can configure other areas of aggregate reports to drill down to this view, please let me know. Thanks! -------- The route I took to find this was by doing the following; > Go to Survey Tab & into the Dashboard > I see my live surveys. I can I click on

6
V
Shoshin
3 years ago
andy_sackley
andy_sackleyRegistered User
asked in Surveys & NPS

Survey Ratings Scale Visualization

As a survey taker, I love surveys that are simple for me to interact with. As a survey designer, I try to ensure my surveys are easy for my respondents to interact with. Stylistically, I want to ensure that similar questions (e.g. 0-10 ratings scales) look the same and can be answered similarly and easily. Trouble is, within Gainsight, I don't seem to be able to do this! We have a beautiful NPS Question with a nice horizontal 0-10 Likely Scale which the respondent can see without having to do anything and can answer with one click. But I can only use that presentation for an NPS question. We have a Matrix Question which works for a group of questions (e.g. 0-10 Sat around a similar topic) and this has the same horizontal presentation, which the respondent can see without having to do anything and can answer with one click. But the matrix does not work for stand alone 0-10 Sat Questions We have a standard single-select Drop-Down, where I can built a 0-10 Sat Scale, but now I'v

8
whitney_62174f
5 years ago
andy_sackley
andy_sackleyRegistered User
asked in Rules & Permissions

Best Practices for Testing a Survey before deploying

Afternoon all - looking for some best practice guidance from the community on how you tested your survey process prior to launching... Background: I've built my Support Survey in Gainsight, but because it will be based on a dynamic daily PowerList (customers whose support cases were closed yesterday), that means that my email template must live as a Salesforce Email Template. Testing each element individually:  I can build my PowerList / Rule and run a report to validate that the correct 'Closed cases from yesterday' are being pulled in. Via the 'Send Test and Verify Merge Fields' button in Salesforce, I can at least validate the content and look/feel of my email invitation, but as there are no values being passed for this test, I can't validate that the merge fields (e.g. Dear 'First Name' and 'Survey Link') will populate correctly.  I can review my survey via Gainsight (all looking good!).  How have others tested end to end all the pieces before deploying

3
johnny_burtchaell
6 years ago
andy_sackley
andy_sackleyRegistered User
asked in Customer Success Inspiration

Sending 1 automated CTA with CoPilot Email template to multiple recipients

We'd like to be able to automate (via a CTA with aCoPilot template) outreach to multiple recipients at a customer at the same time. Examples include sending a best practice guide to our 4 key customer contacts after our KO meeting, or sending a survey to our 4 key contacts post deployment etc.  Is this possible? (and if so, how!) Thanks!

4
elizabeth_adams_c593ee
MVP
6 years ago
andy_sackley
andy_sackleyRegistered User

Survey Question instruction textNot Planned

TODAY: I have no option but to add instructions in the same input box as the survey question. Carriage returns are ignored (so instructions appear on the same line directly after the question and carry the same font weight and are not differentiated in any way) IDEA: It would be great if as part of the question component (where today you just have the question / response) if you could add a 3rd component for question instruction text between the question input area and the 'response' element. This would allow us enter instructional text related to the survey question as a separate entity.  I would envision this as a separate text entry (just like question text entry area) called 'Instructions'. From a styles perspective, it could have it's own style (for differentiation: e.g. not bolded & italicized) and if used, place the instruction text on a new line directly under the question. If it's unused, then it would not have any impact on how a question looks today.

1
praneet
Shoshin
6 years ago

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