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Gainsight Inc.

VoC: Download Surveys, Playbooks, Email Templates, and Reports

Gainsight offers dozens of asset templates in the Gainsight Vault that you can import into your org and modify as needed. To help get your VoC program up and running quickly, we recommend downloading template Surveys, Playbooks, Emails, and Reports.

Surveys

Download one or more of the following Survey templates from Gainsight Vault:

After downloading the(se) Surveys, you can edit the questions, or general configuration. Refer to How to Build Surveys for more information.

Playbooks

Download one or more of the following Playbook templates from Gainsight Vault:

After downloading these Playbooks, you can edit them to match your business needs. Refer to How to Create Playbooks for instructions on how to create or edit Playbooks.

Email Templates

Download one or more of the following Email templates to distribute your Survey:

After downloading these Email Templates, you can edit them to match your business needs. Refer to Create CoPilot Email Templates for more information.

Reports

Download one or more of the following Report templates on survey-related analytics:

After downloading these Report templates, you can modify them to match your business needs, and then add them to a Gainsight dashboard or the widget. For more information on the Report Builder or to create custom reports, see How to Build Reports.

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