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Overview of Survey Engagements

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Surveys help you gain insights about customer opinions and enhance your product or services. Surveys help to assess product usage patterns, derive insights, and identify risks. Using surveys, you can measure customer satisfaction at a granular level.

Survey Engagements are a great means to drive communication between you and your customers. Using Survey Engagements, you can launch in-app surveys.

Gainsight PX offers five types of Survey Engagements to suit your business requirements:

  • NPS® 
  • CES 
  • Rating
  • Boolean
  • Multi Question

Types of Survey Engagements


Net Promoter Score® (NPS®) Survey helps you get the data that you need to analyze customer satisfaction and to predict business growth. The Net Promoter Score® is calculated based on asking customers a single question that predicts the probability of both retention and advocacy: “How likely is it that you would recommend this product/company to a friend or colleague?” Respondents rate their answers on a scale from 0 to 10.

To learn how to create an NPS® survey, read the article Create NPS® Survey Engagements.

Analyze NPS® Results

Based on the rating of the survey, respondents are classified as follows:

  • Promoters (rating 9-10): Happy and loyal customers who will keep buying and referring others
  • Passives (rating 7-8): Satisfied but indifferent customers are not enthusiastic enough about your products or services to actually promote them
  • Detractors (rating 0-6): Unhappy customers who may recommend against your company, product, or service

NPS® scores are calculated by taking the percentage of respondents who are promoters and subtracting the percentage of respondents that are detractors. This will generate a score ranging from -100 to 100, which is your Net Promoter Score®. For more information, read the Analyze NPS® Results article.

1. NPS® Analytics.png

Business Use Cases

NPS® is a signal and should be measured over-time for any of the following:

  • To segment users and priorities
  • To identify room for improvements


Customer Effort Score (CES) Survey helps you measure the ease with which customers use your product or services. A CES survey has a Likert Scale rating of 1-7. A score between 1-3 implies that the user had to put forth High effort while working with your product or service. A score between 4-7 implies that the user had to put forth Low effort while working with your product.

Analyze CES Survey Results

To view the results of a CES survey, click any CES survey from the Survey Performance section or click the eye icon of the respective engagement.

In the following image, two users have responded to the CES survey. The first user has given a score of 6 and the second user has given a score of 2. Both the responses were recorded on the same date. You can also view the average of the scores in the semi-circle (4.0).

2. CES analytics.png

You can also switch from a bar chart to a line chart, apply filters, view results by accounts, or overview.

Business Use Cases

CES survey can be used to measure the customer experience:

  • After a user completes a key action/on-boarding (contact with a core or secondary feature)
  • After using a newly-released feature/reaching a milestone
  • After customer support or educational sessions


With a Rating Survey Engagement, you can create a survey where you ask people to indicate how satisfied they are with your product or service. You can create single or multiple questions and provide the option to choose the answer from a rating scale. The rating scale helps you to measure the responses in a quantitative manner.

Note: The scale should be created in such a way that respondents can clearly differentiate each option. For example, you could provide a 5-point scale with two positive answers, two negative answers, and one neutral answer:

  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

This scale helps the respondent to choose the relevant answer and each respondent can interpret the answers similarly.

For more information on Rating Survey Engagement, read the article Use Rating Survey.

Analyze Rating Survey Results

To view the results of a Rating survey, click any Rating survey from the Survey Performance section, or click the eye icon of the respective engagement.

Consider a rating survey where two users have viewed and responded to the survey by giving a rating. 

In the following image, you can see the two respondents who have taken the survey and also the individual rating given by each user. The first user has given a 5-star rating and the second user 4 stars. The first user has also given comments. You can select the Filter out empty comments checkbox to view only those responses that have a comment. The bar chart shows that both the responses were recorded on the same date and are divided into two colors to represent the two scores from both users. When you hover on the bar graph, you can view the legends for the two scores (pale green for 4 and bright green for 5).

You can also switch to Line Chart view, apply filters, and view results by company or overview.

Business Use Cases

Rating survey is a great way to measure interaction satisfaction for:

  • Newly released feature 

  • How much better (or worse) each customer’s experience with your company has been during the past 6 months


Boolean Survey Engagement asks the most basic question of your customers but also allows you to focus on the most important feedback question about your product or service. The survey format consists of one question and two predetermined answers, typically Yes/No. 

Example of a Boolean survey question: Did you like our new feature? Yes/No

For more information on Boolean Survey Engagement, read the article Use Boolean Survey.

Analyze Boolean Survey Results

To view the results in detail, click the survey or click the eye icon on the Engagement list view to go to Engagement Analytics.

Consider that you created a Boolean survey with three viewers and three respondents.

In the following image, you can see the three respondents who responded to the survey. Two respondents have given positive responses and hence the rating is shown as 1 (yes = 1, no = 0). The third respondent has given a negative response. The average of these responses is shown as 0.7 in the semicircle graph. 

3. Boolean Analytics.png

Just like in the case of the above surveys, you can change the view type, apply filters, and switch to a line chart.

Business Use Cases

Great way to measure basic satisfaction for:

  • Newly released feature 
  • One of your core features
  • Assess customer support interaction 

Multi Question

With Multi Question Survey Engagements, you can create a survey with questions where the respondent can choose one or more answers from the options you define. A Multi Question survey is one of the most structured surveys and the fixed answer options make it easier for your customers to complete the survey.

In Gainsight PX, multi question surveys can have two types of questions; Multi choice question and an Open Text question. Multi choice questions allow you to ask a question and also provide a set of answers. Users can select one or multiple answers. An Open question does not provide any options. Users must enter their answers.

For more information on Multi Question Survey Engagement, read the article Use Multi Question Survey

Analyze Multi Question Survey Results

To view the results of a Multi Question survey, click any Multi Question survey from the Survey Performance section, or click the eye icon of the respective engagement.

Consider that in a Multi Question Survey, two users have viewed and responded to the multi question survey.

In the following image, you can see the two questions that constitute the survey. The first one is a multi choice question survey. You can view the options selected by users for this type of question. The second one is an open question. Click a question, to view the list of users who responded to it and to view the answers to the open question.

Business Use Cases

A great way to capture user intent/experience for:

  • User on-boarding 
  • Collecting targeted feedback on specific product features
  • Post-NPS® response to get more detailed feedback

Best Practices for Creating Surveys

Few best practices are:

  • Schedule Survey Engagements in such a way that customers are prompted to take the survey in a subtle manner. For example, schedule the Qualification Scope to show the survey once every week until the customer attempts it.  Read the article on Qualification Scope for better scheduling of engagements. The survey should not appear for customers who have attempted it already.

  • Choose the right wording for the survey questions. Few important parameters to consider are:

    • Use simple sentences with no redundant words
    • Ensure that there is no ambiguity 
    • Ask neutral questions that do not favor an answer direction
  • Pick an ideal time to launch your Survey Engagements. For example, you may want to avoid Monday mornings or Fridays, holidays, the end of the quarter, etc. Additionally, if you launch a survey right after the user experiences a new feature, you will get an unbiased response.

  • Use the right scale. The highest score usually maps to a positive experience. 

NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld.
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