Models are pre-built, configurable methods for conducting different email campaigns within an Advanced Outreach. They are designed to capture Gainsight’s recommended best practices for capturing customer feedback. Currently there are three models available. They were designed with surveys in mind. Models for other types of campaigns such as an email chain model, pre-event marketing, and post-event feedback models are currently in development. For more information on configuring these models, see the article Configure Models and Emails for Advanced Outreach.
A brief description of each model and an illustration of their workflow is listed below:
This model is designed for surveys that capture Net Promoter Score data. Before sending an NPS Survey, this model allows users to send a Heads Up Email to customers (recommended). If a customer has not responded to the survey, reminder emails can be sent. If the customer does not respond to reminder emails, notifications can be sent to the CSM. After the customer responds to the survey, a Thank You email can be sent. In this model, the Escalation Email to send to the Account Owner/CSM is enabled by default.
Customer Satisfaction Survey
This model is best suited to collect feedback/sentiment from the customer on a transaction, such as a support case. With this model, if a customer has not responded to a CSAT survey, reminder emails can be sent to them. If the customer has not responded to reminder emails, notifications can be sent to the CSM. After the customer responds to the survey, a Thank You email can be sent to them. In this model, mapping the “Context ID” is mandatory, so that you can tie each score back to a specific activity/service offered. For example, the Context ID could be a support ticket number or a webinar code.
This model is designed as a catch-all workflow and can be used to send generic surveys to customers. You’re free to configure this as you please. All of the emails can be disabled here except for the survey email itself.
This model supports sending a series of related email outreaches, such as messages related to the Onboarding Process. You can configure each step of the Email Chain as you see fit with action steps like Send Email and Create/Close CTA, with either Wait Timer or Conditional Wait steps between them. It is possible to create branching steps using the Conditional Wait step.