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Gainsight Inc.

Use Boolean 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.

Boolean survey is a great way to measure basic satisfaction, weather it's a new feature or one of your core features.

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

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Advanced Behavioral Rules

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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 and feel and content of your engagement without knowing HTML or CSS.

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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.

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Step Settings

The middle tab represents the step settings you're on. you can customize the step look and feel and the relevant effects such as overlay, navigation, timeout and more.

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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.

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Preview

Using the 'eye' icon you can review your experience on the target app assuming the tag is installed.

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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.

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