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Gainsight Inc.

Create Boolean Survey

This article explains how to create a Boolean Survey. Gainsight recommends you to first refer to the Anatomy of Engagements article and then proceed with this article. 


Using Gainsight EE universal editor you'll be able to create advanced in-app and email experiences to guide users to the "a-ha" moment in your product and deliver a winning product experience.

Boolean survey is a great way to measure basic satisfaction, weather it's a new feature or one of your core features.

Set The Audience

The audience represents the set of behaviors you want to use in order to trigger the right experience. Using Gainsight EE you can use basic audience rule such as user signup date or more advanced rules that represent relevant adoption behaviors by using feature usage rules based on the mapped features and modules.

Simple Onboarding Rules


Advanced Behavioral Rules


Choose a Template

Gainsight EE provides out of the box templates but you can create your own and reuse these templates.

Any content used by an engagement is available for reuse automatically!


Using a simple WYSIWYG editor you can control the look and feel and content of your engagement without knowing HTML or CSS.


Use Bar Setting

You can suggest the survey as banner and have it less intrusive to the user through the global settings.

Enable Thank-you step

In case you'd like to offer any next steps or provide and perks, using the thank you step can be useful. You'll need to switch it on since by default it is off.


Step Settings

The middle tab represents the step settings you're on. you can customize the look and feel and the relevant effects such as overlay, navigation and more.


Global Settings

The right tab represents the global engagement settings if you'd like to set defaults that can be applied on all the steps.



Using the 'eye' icon you can review your experience on the target Gainsight app.


The Boolean survey is displayed as follows:


To learn more about scheduling and launching the engagement, refer to the Anatomy of Engagements article. To learn more about analyzing results of survey, refer to the Engagement Analytics article.

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