What is Engagement Data in Gainsight?
Gainsight enables you to collect and visualize data points from various sources in one, easy to access interface. Once your data is aggregated in Gainsight you may leverage our powerful rules engine to evaluate positive and negative trends in behavior, proactively notify team members when action should be taken, and quickly prepare for customer and internal meetings.
Each organization will have metrics unique to their business and processes, but you may find it helpful to see common types of metrics captured by other users of Gainsight. Engagement data generally falls into four basic categories: product usage, brand and marketing engagement, support engagement, and success engagement. Each category is outlined below with examples of the types of data which you might want to include in Gainsight.
Identify key behaviors a customer would execute with your business which would indicate engagement with your solution, adoption of best practices, and would position them well to achieve a high return on their investment in your relationship.
- User or Licensing Metrics
- Purchased Licenses
- Allocated / Provisioned Licenses
- Active Licenses
- System Access
- Total Logins
- Unique Logins
- Key Activities Executed
- Page Views
- Files Loaded
- Files Deleted
- Tasks Completed
- Documents Created
Possible Sources: Google Analytics, MixPanel, Segment.io, Salesforce.com, or an internal data platform
Value: Product usage data can trigger Calls to Action that alert your CSM’s when usage declines or when a customer is not using key features at all. CSM’s can proactively address low usage, as well as pursue opportunities when usage is high (i.e. potential upsell). Additionally, usage data helps you identify your adoption champions.
Brand and Marketing Engagement
Track your Customers’ participation in training and marketing events, email engagement, and posts on Social Media or Community boards to gauge their engagement with your brand.
- Email Engagement
- Emails Sent
- Emails Opened
- Email Links Clicked
- Open Rate (Emails Opened / Emails Sent)
- Marketing Engagement
- Events Attended
- Contest Participation
- Social Media site visits
Possible Sources: Marketo, Email platform, DataHug, AdvocateHub
Value: Marketing engagement data helps you identify your advocates who may be used for references and case studies. Monitoring trends in this data will also help you identify customers who are disengaging with your brand, signaling a potential churn risk.
Aggregate customer engagement with your Support system by capturing data points that will help you identify anomalies in behavior.
- Cases / Tickets Created
- Cases / Tickets Closed
- Cases / Tickets by Priority
- Create 1 measure per Priority level as desired
- Cases / Tickets by Type or Reason
- Create 1 measure per Type or Reason as desired
- Cases / Tickets by Average Age
- Cases / Tickets – Oldest Open in Days
Possible Sources: Salesforce, Zendesk
Value: Monitor support data to identify anomalies in your customer’s behavior. A sharp increase in the number of support cases may represent dissatisfaction with the product or the presence of a new end user requiring training. A drop in support cases may signal a decreased level of engagement with your solution.
Use your team’s use of Gainsight to understand how customers are engaging with your organization. Aggregate your customer interactions by Call to Action Type and Outcome, and track responses to surveys sent via Gainsight.
- Calls to Action (CTAs)
- CTAs Created Total
- CTAs Closed Total
- Risks Lost
- Risks Success
- Opportunities Lost
- Opportunities Success
- Events Lost
- Events Success
- Survey Participation
- Number of Surveys Requests Sent
- Number of Survey Responses
- Survey Response Rate (Survey Responses / Survey Requests Sent)
- Average NPS Score
Possible Sources: Gainsight
Value: Evaluate the way in which your customers engage with your team to identify up-and-coming champions, downsell or churn risks early. Do you have a customer who regularly declines to follow your best practice recommendations or won’t schedule regular business review meetings? Do you have a customer who always engages in a positive manner with your team? Use these data-driven insights to employ the engagement techniques most likely to succeed.
Where should I start?
For more information on how to configure usage metrics, please review this support article. You'll also be discussing the gathering and loading of your usage data with your PM during implementation.