Now that Gainsight offers Survey 2.0 to address all of your needs, we are planning to retire the Survey 1.0 feature. This article explains our plans, FAQs, and approximate timelines.
After the deprecation announcement, can I still create 1.0 Surveys?
After the Sept. 2020 v6.17.1 release, you will no longer be able to create new or clone 1.0 Surveys.
Will my existing Surveys 1.0 still work?
Yes, they will continue to work as before.
Can I edit my existing 1.0 Surveys after the v6.17.1 release?
Yes, you will be able to edit existing 1.0 Surveys.
What is the overall timeline for retiring Survey 1.0?
We are aiming to retire Survey 1.0 by 2021 Q1.
How do I migrate existing 1.0 Surveys to 2.0?
Migrate option is available for Surveys created using 1.0 Survey.
To migrate surveys:
Navigate to the Survey page.
Click the Blue Triangle at the bottom of the survey card you want to migrate and click MIGRATE from the actions available.
For more information on how to Migrate Surveys from Survey 1.0 to 2.0, refer to the Migrating Surveys 1.0 to 2.0 article.
Will you continue to make enhancements or bug fixes in Survey 1.0?
We will no longer make enhancements or fix any bugs in Surveys 1.0.
How is Surveys 2.0 different from Surveys 1.0?
Surveys 2.0 also has bunch of new features that are not available in Surveys 1.0. Some of them are:
Better UI experience.
Configure Survey’s visual appearance.
Save Survey questions to the Question Library.
For more information on the feature parity of Surveys 1.0 and Surveys 2.0, refer to the Surveys 2.0 FAQ article.
If my Survey 1.0 was distributed using Outreaches / Programs, what happens to it post-retirement? Will the same Survey + Outreach / Program continue to function as before?
Yes, this functionality will continue to work as before.
If my Survey 1.0 was distributed using Outreaches / Programs, what happens to it post-migration? Will the same Outreach / Program continue to function as before?
Survey 2.0 can be distributed only through Programs (no support for Outreach). Hence, if a 1.0 Survey was earlier distributed with Outreach, it will no longer work. For more details, refer to Migration Guidelines.
If a Survey 1.0 has CTA rules in it, how will it be taken care of post-migration?
In Survey 2.0, the create CTA step was moved to the Program configuration. To address this, use one of the below approaches:
Create a CTA Step in Program (Recommended)
For this, you need to add a new CTA step in the Program. For more information on how to create a CTA Step in a Program, refer to the Configure Model and Emails for Programs article.
Create a Bionic Rule that honors the CTA Rule configuration
It is recommended to create a new Bionic Rule in the target tenant, on the migrated Survey flattened object (MDA objects prefixed by word MIG. For example, MIG-XXXXXXX) to honor the behavior of CTA rules defined in Survey 1.0.
Note: This new Bionic Rule would continue to exist even when multiple CMT Rule upgrade jobs are executed. CMT run will not delete any new rules created in the target tenant.
Use the same CTA Name as in the CTA rules section defined in Survey 1.0. Configure the rule to include the following fields (for use as tokens in the resulting CTA) in the Show area:
- Responded Date
- Survey Id
- Survey Name
- Company / Relationship Id
- Company / Relationship Name
- Company / Relationship CSM
- Company / Relationship Created By
- Participant Id
- Participant Full Name
- Participant Role
- Participant Email
If 1.0 survey is a CSAT (Transactional) survey, you might need to fetch the attributes of the associated object as well, which may have been used to configure the CTA. For example, SFDC Case or Opportunity object.
Apart from the above, based on the CTA definition in Survey 1.0, pull in the relevant fields that are needed to create the rule criteria / configure the CTA.
Recommendation: It is recommended to do a sample run with smaller sample data (for example: specific survey response or survey responses collected in last 1 day data), and thereafter, add below filter criteria to process Survey Responses from the previous day. With this configuration, the rule can be scheduled to run at a frequency of every 4 hours.
If a 1.0 Survey is mentioned with a Closed Date, it is recommended to define the close date for the rule schedule as Closed Date (Survey 1.0) + 2 days.