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Gainsight Inc.

Catch-up on Surveys Enhancements

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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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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December 2018: 5.21 Release

With Surveys, you can create highly customized surveys that capture customer insights and transforms 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. Survey Permissions now available for Surveys 2.0:

  • Previously, admins could only give users all-or-nothing access to Surveys 2.0. With Survey Permissions, admins can give users and user groups access to Surveys 2.0 with more precision. They can grant access based on specific survey and survey feature for each user and user group.

    Note: For detailed step-by-step instructions on Survey Permissions, refer to Surveys 2.0 Permissions.

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  1. Migrate Surveys from 1.0 to 2.0: Previously, it was not possible to migrate surveys created using the Surveys 1.0 feature to the Surveys 2.0 feature without recreating the entire survey manually. With this enhancement, admins can migrate draft surveys with one click, as well as completed surveys and their data. 

    Note: For detailed step-by-step instructions on migrating surveys, refer to Migrating Surveys from 1.0 to 2.0.

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  1.  Select Survey Question Logic based on attributes from Company, Relationship, and Company Person Objects: Originally, you could only select survey logic options based off of conditions within the survey itself. Now, admins can configure survey logic to display certain questions for participants based on attributes from the Company, Relationship, and Company Person Objects. Using these logic conditions, admins can configure surveys to only display questions that directly relate to the participant, such as CSM related questions for participants with CSMs, and product satisfaction questions only for products they have purchased. Previously, you had to create multiple surveys to accomplish this.

    Note: For detailed step-by-step instructions on logic options for survey questions, refer to Survey 2.0 Design.

November 2018: 5.20 Release

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