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Gainsight Inc.

Customize Multi Question Engagements

This article explains how you can customize the Multi Question Engagement.

This article explains how you can customize the Multi Question Engagement.

Working with Questions

Single page Multi-Question Survey helps you create a detailed feedback survey on your product or service for your customers.

Add Questions

To add additional questions: 

  1. Click the plus icon on the right side of the question that appears on hover. 
  2. In the Settings window, select a question type and configure the question as follows.
    1. Rating Question: Enter the rating scale for the question in the Settings tab. You can format the Text Color, Background color, Border color, and the Shape of the All buttons and the Selected Buttons.

 

  1. Open Text: Configure the following: 
    1. Select the Set comment as Mandatory checkbox to ensure that the respondent cannot submit the survey until a response is provided in the open text question.
    2. Enter the minimum and maximum comment length for the comment. 
    3. Enter a Placeholder text. 
    4. Click Apply.
    5. Multi choice: Enter the minimum and maximum number of selections.
  1. Multi choice: Enter the minimum and maximum number of selections.

Multi choice configuration.jpg

Note: You can also add or delete answer options using the add and delete icons beside each option. 

Format Questions and Options 

To format the text of each question and option, select the text. The editor floating pane appears. You can perform the following using the floating editor pane:

  • Make the text Bold
  • Make the text Italic.
  • Underline the text. 
  • Use the Strikethrough option. 
  • Format the Font Family, Font Size, and font Colors
  • Change the alignment of the text and insert images.

 

Support for Additional Steps in a Multi Question Survey 

Gainsight PX lets you configure additional steps in a Multi-Question Survey Engagement.

Example Business Use Case:

Consider that you want to perform a survey with ten questions and configure multiple questions in a single dialog step. To fit in the content, either the font size of the engagement content is reduced or the dialog size is increased. To avoid this you can configure additional dialog steps by cloning the existing dialog step or adding a new step and have the questions divided (in this case) into two steps.

Additional steps.png

Set View Type as Bar for the Engagement

Show your survey engagement as a banner and make it less intrusive to the user using the View Type section on the Settings tab. You can select the Position for the bar view of the engagement.

view type.jpg

Configure Submit Button

In the Editor tab, you can configure the Text for button name, Background Color, Border Color, and the Text Color of the submit button.

submit button.jpeg

Add Number List to the Questions

Select the Enable Numbers checkbox in the Number Settings section to add numbered list to your question. You can also format the color and size of the numbers.

enable number.jpg

Configure Overlay Settings

Select the Enable Overlay checkbox and configure the Color and percentage Fill in the Overlay section. 

OVERLAY.jpg

Enable Contact Option

Select the Show Contact Me checkbox in the Contact Me section to allow the end-user to select the It’s okay to contact me about my feedback checkbox in the Survey. This allows the end-user to decide whether they want to be contacted or not for their feedback.

contact me.jpg

Set Orientation for the List of Answers in a Multi Question Engagement

Gainsight PX lets you set the alignment of answers with respect to the question in a Multi-Question Survey Engagement. 

The two types of orientation options are as follows:

  • Landscape: This option places the answers adjacent to the question.

landscape.png

  • Portrait: This option places the answers below the respective questions.

ptrait.png

Format the Size and Background Color of the Engagement

You can customize the the height and width of the engagement step in the Size section. Select the Auto Height checkbox to set the height and width to default. You can also format the Background Color and percentage Fill of the engagement step.

unnamed.jpeg

Add Shadow Effect to the Step 

You can enable the shadow effect and configure Color, percentage Fill, and Blur for the engagement step.

shadow.jpg

Configure User Preference

Select the Product Updates checkbox to show the Engagement to those users for whom Product Update attribute is true. If a user qualifies for an Engagement's audience rule but the Product Update attribute for that user is set to false then the Engagement will not be shown to that user.

user pref.jpg

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