IMPORTANT UPDATE
Vault assets accessed by clicking the Gainsight Vault icon, will be retired. Our best practice assets can now be accessed from Administration > Sightline Vault. Learn more...

 

IMPORTANT UPDATE July, 2019: Vault assets will be retired in the near future, and currently only Playbook and Report assets are compatible with the latest functionality.

Perform the following steps to Import a survey from the Vault:

1. Navigate to the Survey tab, and click Import from Gainsight Vault. (or click the Vault tab and search or browse for assets across asset types)

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Note: Surveys with branching logic are supported as assets in Vault. 

2. Navigate to the level containing the desired surveys, or use the Search field to select your desired survey.
Note: Search is currently limited to the theme you are viewing/selected.

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3. Hover over the survey and click the Download icon. A preview dialog appears. The survey is now available in your Gainsight instance. Optionally, you can click on the survey link and then the DOWNLOAD button to download the survey.

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4. Navigate to Survey > Drafts. The downloaded survey appears.

Note: Surveys contain only their properties and questions. Currently, the best practice surveys won’t have CTA rules associated with the survey. After importing, you can add those rules manually.

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