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Gainsight Inc.

Use Multi Question Survey

This article explains the procedure to create a Multi Question Survey Engagement.

Overview

A Multi-Question survey is a great way to capture user intent as part of user onboarding or collect targeted feedback on specific topics. 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.

Using Gainsight PX universal editor  you can create advanced in-app and email experiences to ensure customer satisfaction in your product and deliver a winning product experience.

Create Multi Question Survey

This section explains the procedure to create Multi Question Survey.

To create a new Multi Question Survey:

  1. From the left pane, click the Engagements.
  2. Click Create to build a new engagement
  3. Click the Survey icon.
  4. From the Survey options, click the Boolean icon.
  5. Click Create.

You can build the Multi Question Survey using the following steps:

  1. Audience
  2. Templates
  3. Editor
  4. Schedule
  5. Launch

Audience

The audience represents the set of behaviors to use in order to trigger the right experience. Using Gainsight PX you can use basic audience rules 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

For Simple Onboarding Rules, choose a specific Audience:

Aud.png

Advanced Behavioral Rules

For Advanced Behavioral Rules, choose Users, Account, Product Mapper:

user account pm.png

Templates

Gainsight PX provides out of the box templates but you can create your own and reuse these templates.

This section explains the process of selecting templates and creating content for survey:

  1. Navigate to the Templates section.
  2. From the options of Saved Templates/Default Templates/Recently used, Select a template.

templates.png

  1. Edit the steps in the template. You can select individual steps or all the steps from a template.

step picker.png

  1. Click Use.

Editor

In this section, you can edit or create content for your engagement:

  1. In multi-choice questions, you can specify the desired minimum/maximum answers to be set including the look and feel through the visual settings.
    1. Using a simple editor you can control the look and feel and content of your engagement without knowing HTML or CSS
    2. With the Settings option, you can suggest the survey as a banner and have it less intrusive to the user through the global settings.

editor setting.png

  1. Enable Thank-you step: If you like to offer any next steps or provide any perks, using the thank you step is useful. You need to switch it on since it is disabled by default.

thank you.png

  1. Using the 'eye' icon, you can preview your experience on the target app provided the tag is installed.

preview.png

Schedule

The dynamic scheduler controls when the engagement needs to be active and the threshold of how many times a user views a given experience. You can specify the number of times and additional intervals in which you like to automatically re-engage your users.

Schedule.png

Launch

The launching step gives you an overview of the settings and validates them automatically.

Launch.png

For frequently asked questions, refer to the Surveys FAQs article from the Additional Resources section.

Additional Resources

Surveys FAQs

 

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