Question

Custom formatting or templates (HTML/CSS, etc.) for surveys?

  • 23 March 2016
  • 8 replies
  • 184 views

We'd like to create a seamless experience for our clients by maintaining and consistent look and feel (more than just a logo) across all communications - including surveys.   Is it possible to apply custom HTML/CSS coding to an email template to ensure our brand is delivered consistently across all touch-points?

8 replies

Hi Ryan, it is possible to use custom HTML/CSS in CoPilot. Here's a link to some documentation: https://support.gainsight.com/hc/en-us/articles/207090407-CoPilot-Email-Coding-Guidelines
This is useful for email templates.   But how about Survey templates?  Can survey forms themselves be customized beyond basic color and logo modifications?
No, it's not possible to custom code the surveys themselves within our tool.
Is the best next step to submit an "idea" to the community to try and get some traction that way?
Yes, that would be what I would recommend!
Hi, Did this get posted as an idea. Would love to support!
@megan.....it looks like you found the related "Idea," is that right?  Thanks for the support!  

Hi,
 

You can configure the Survey’s visual appearance in Survey 2.0. For more information refer here.

Happy posting! Thank you!

Reply