Use Multi Question Survey
Overview
Using Gainsight PX universal editor you'll be able to create advanced in-app and email experiences to guide users to the "a-ha" moment in your product and deliver a winning product experience.
A Multi-Question survey is a great way to capture user intent as part of user onboarding or collect targeted feedback on specific topics
Set The Audience
The audience represents the set of behaviors you want to use in order to trigger the right experience. Using Gainsight PX you can use basic audience rule such as user signup date or more advanced rules that represent relevant adoption behaviors by using account attributes sourced by your CRM and feature usage rules based on the mapped features and modules.
Simple Onboarding Rules
Advanced Behavioral Rules
Choose A Template
Gainsight PX provides out of the box templates but you can create your own and reuse these templates.
Any content used by an engagement is available for reuse automatically!
Edit
Using a simple Wysiwyg editor you can control the look & feel and content of your engagement without knowing HTML or CSS
Choosing a type of question
Use a Multi-Choice Question
In multi-choice questions you can specify the desired min/max answers that will be set including the look and feel through the visual settings
Use Bar Setting
You can suggest the survey as banner and have it less intrusive to the user through the global settings
Enable Thank-you step
In case you'd like to offer any next steps or provide and perks, using the thank you step can be useful. You'll need to switch it on since by default it is off.
Step Settings
The middle tab represents the step settings you're on. you can customize the step look & feel and the relevant effects such as overlay, navigation, timeout and more.
Global Settings
The right tab represents the global engagement settings if you'd like to set defaults that wlll be applied on all the steps.
Preview
Using the 'eye' icon you can review your experience on the target app assuming the tag is installed.
Schedule
The dynamic scheduler controls when the engagement should be active and the threshold of how many times a user will view a given experience. You can specify the number of times and additional intervals in which you would like to automatically re-engage your users.
Launch
The launching step will give you an overview of the settings and will validate them automatically.
To learn about all frequently asked questions, refer Surveys FAQs article.