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Gainsight Inc.

Catch-up on Surveys Enhancements

May 2019: 6.3 Release

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April 2019: 6.2 Release

With Surveys, you can create highly customized surveys that capture customer insights and transform them into actionable next steps for your organization. You can easily create multi-page surveys with a variety of question types, including multiple choice, matrix, and a standard NPS question type. Surveys 2.0 gives admins the ability to design and distribute surveys in Gainsight without a dependency on SFDC sites or features.

  1. Ability to Refresh the Distribution metrics in Distribute and Analyze tabs of Survey 1.0 : With this release, you can now refresh the distribution metrics in Distribute and Analyze tabs of Survey 1.0. This option is available only if you select Journey Orchestrator as your email service. On clicking the Refresh icon, the distribution metrics will be updated. The metrics refresh is an async operation and may take several minutes. You can also view the distribution metric’s last updated date and time.

    Note: Response metrics are calculated in real time. The Distribution metrics i.e. Sent, Not Responded and Undelivered metrics are calculated once for every 3 hours.

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  1. Ability to Reset Survey Flattening in Survey 2.0 Analyze page: Survey response data is spread across several objects. Survey Flattening places this information into a single Gainsight object formatted with survey respondents in rows and each question in its own column to allow for easy reporting and insights into survey data. For more information, refer to Survey Flattening Overview. Post 6.2 April Release upgrade, you can reset the survey flattening data on the Survey 2.0 Analyze page. Once you click Reset Flattening, the survey flattened data will be re-populated for that specific survey. This is an async operation and user will be notified about its completion via mail.

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Once the data is reloaded, you will receive an email notification.

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  1. Migrate Active Surveys from 1.0 to 2.0: Previously, admins were only able to migrate Draft and Closed surveys from the Surveys 1.0 feature to the Surveys 2.0 feature. With this enhancement, admins can migrate Active surveys and their data with one click. For step-by-step instructions on migrating surveys, refer to Migrating Surveys 1.0 to 2.0.

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(Note: The following new enhancement was added in the 6.2.2 patch release on April 23, 2019.)

  1. Migrate external NPS responses from Survey 1.0 to NPS 2.0: With this enhancement, admins can now migrate imported external NPS responses from Survey 1.0 to NPS 2.0.

    To use this enhancement:
     
    • Navigate to Administration > Surveys > NPS Survey Master.
    • Click MIGRATE EXTERNAL NPS. The External NPS Migration to Survey 2.0 window appears.
    • Select the Survey that you want to migrate.

      Notes:
      • You can select a single survey, multiple surveys or you can select all the surveys.
      • The survey which is already migrated, can be identified with Migrated status.

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  1. Click MIGRATE.

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After the migration is complete, the logged in user will receive an email confirmation and can see the migrated NPS responses in the NPS 2.0 tab.

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February 2019: 6.0 Release

With Surveys, you can create highly customized surveys that capture customer insights and transform them into actionable next steps for your organization. You can easily create multi-page surveys with a variety of question types, including multiple choice, matrix, and a standard NPS question type. Surveys 2.0 gives admins the ability to design and distribute surveys in Gainsight without a dependency on SFDC sites or features.

  1. Ability to migrate Surveys 2.0 surveys via X-ORG Migration: With this release, you can now migrate Surveys in Surveys 2.0 using X-org migration. For more information on how to migrate surveys, refer to Ability to Migrate Surveys 2.0.

January 2019: 5.22 Release

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