This article addresses frequently asked questions regarding Surveys 2.0.
General Survey Questions and Concerns
How should CSMs act on survey results?
There is not a one-size-fits-all way to respond to survey results. It depends on the role, the segment, and a variety of other factors. You should however trigger CTAs for common surveys (e.g. NPS survey). Identify the most common surveys, set rules to trigger CTAs (depending on the response), and develop Email Assists to help your team provide standard responses to your customers.
Is there a link that I can send to share the survey?
Yes, anonymous surveys have a reusable link that can be pasted into emails or displayed on a website. For more on the Anonymous Link, refer to the Distribute Surveys article. Every link is unique, so you will have to share the survey via Gainsight.
I receive very few responses to my surveys.
A low survey response rate could be due to a variety of factors. For example, it could be due to the content (e.g. lack of personality, poorly crafted subject lines, etc.) or the logistics (e.g. poor survey timing, selecting the wrong recipient, etc.). For best practices on how to increase your survey response rate, refer to Reasons for Low Survey Response Rate.
Not all of the contacts in my CSV file show up in the list of participants (when sending via the Survey module).
Most likely, these contacts are not contacts in Salesforce and Gainsight. You will have to add these contacts to Salesforce and Gainsight first, before you can send them surveys. You can do so quickly from the Contacts section of the Customer 360.
I sent a survey via Journey Orchestrator, but the Survey > Analyze section does not show records for Sent, Not Responded, and Undelivered when I click these bars.
For surveys sent via Journey Orchestrator (versus the Survey module), you will have to find this information in Journey Orchestrator. The Survey section only shows records for Responded and Partial Saved. Navigate to Journey Orchestrator > Analytics, select the outreach and date range, and find the records on 1) Sent, 2) Not Responded, and 3) Undelivered as 1) Sent, 2) Sent - Clicked, and 3) Hard Bounced + Soft Bounced respectively.
About Surveys 2.0
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 such as SurveyMonkey integration and the Question Library. The following table illustrates the features available for Surveys 1.0 and Surveys 2.0.
|Feature||Survey 1.0||Survey 2.0|
|Salesforce Email Service and Marketo for Survey Distribution||✓||X|
|Anonymous Survey Options||✓||✓|
|Standard Outreach Compatibility||✓||X|
|Multiple Language Support||✓||✓|
|Email Assist Compatibility||✓||✓|
|Set CTAs (see note)||✓||✓|
|Cross-org Migration Support||✓||✓|
|Import external NPS responses into Gainsight||✓||✓|
|Import SurveyMonkey responses into Gainsight||X||✓|
- Set CTAs is available in Surveys 2.0 but it is handled through the distributing Program rather than the survey. For more information, refer to the Configure Model and Emails for Programs article.
- For Survey 1.0 you can add Skip or Display Logic to a question through survey branching. For more information, refer to Survey Branching.
Can I migrate Surveys from 1.0 to 2.0?
Yes, there is a migration process for individual surveys with a Active, Draft or Expired status. For more information on Migrating, refer to the Migrating Surveys 1.0 to 2.0 article.
Can I migrate Survey 2.0 surveys from one org to another?
Yes, Gainsight's migration tool supports Surveys 2.0 assets. For more information on X-Org Migration, refer to the Migrate Surveys 2.0 with X-Org article.
Can I assign permissions for Surveys 2.0?
Yes, permissions can be assigned for individual surveys and for the entire module. For more information on Permissions, refer to the Surveys 2.0 Permissions article.
How can I tell whether I'm using Survey 1.0 or 2.0?
The 1.0 designation does not actually appear in the Gainsight application; it's strictly used in documentation for the purposes of distinguishing the older and newer versions. In Gainsight, you will see a tab called Survey, and/or a tab called Survey 2.0.
Is the Surveys 2.0 Feature built on top of the existing Surveys 1.0 feature or is it a new feature with new data architecture?
Surveys 2.0 is built on a completely new tech stack from the original Surveys feature and is in fact a separate feature.
Should customers immediately migrate over to Surveys 2.0? What if I’m a brand new customer?
Brand new customers should use Surveys 2.0 as their primary survey tool. We recommend existing customers use Surveys 2.0 for any new surveys. For use cases that require survey 1.0 functionality that is not available in Surveys 2.0, we recommend using Surveys 1.0.
Is there a required cutoff or can Surveys 2.0 and 1.0 be ran in parallel?
There is no required cutoff at this time. Both features can be used in parallel. However all new engagements should leverage Surveys 2.0 to avoid migration effort.
Can I use the same survey site to host multiple surveys for both Survey 1.0 & Survey 2.0?
Surveys 2.0 are only compatible with Gainsight Sites and Domains. For more information regarding Gainsight Sites and Domains, refer to the Setup a Gainsight Domain article.
Do I need special permissions to access or manage survey 2.0?
Yes, you need survey permissions to access most survey 2.0 features. For more information on Permissions, refer to the Surveys 2.0 Permissions article. You do not need special permissions to access the Surveys 2.0 tab, but it is hidden by default. A system admin must add this tab to make it visible for all users. For more information on enabling the Surveys 2.0 tab, refer to the Surveys 2.0 Overview article.
Is it possible to move questions from one page to another?
Yes, questions can be dragged from one page to another using the left-hand column of the Survey Design tab.
Are the Anonymous Survey Responses tied to an Account?
No, anonymous survey responses are gathered without any information about the responder. Semi-anonymous surveys will capture the account information of the responder while still keeping their individual identity anonymous.
How will I change the survey’s visual appearance?
You can use the tools available in the Visual Experience section of the Surveys 2.0 Design tab to control how the survey will appear. For more information on Visual Experience, refer to the Surveys 2.0 Properties article.
Is Surveys 2.0 data displayed in the NPS tab?
NPS data from Surveys 2.0 is displayed in the NPS 2.0 tab. For more information on NPS Overview, refer to the NPS 2.0 Overview article.
Can I import survey responses from any third party tool?
Yes, currently you can import your responses from SurveyMonkey. For more information on how to import SurveyMonkey responses, refer to the SurveyMonkey Integration with Survey 2.0 article.
After Surveys are migrated from 1.0 to 2.0, do I need to build reports on new flattened objects?
Yes, you have to build reports on new flattened objects.
Will the partial saved survey be converted to partial submitted after the Survey is closed?
Yes, the Partial Saved survey will be logged as “Partial Submitted” after the set amount of time passes.
After I migrate to Survey 2.0, Can I reassign the Survey 1.0 site user licenses?
Yes, after you have migrated to Survey 2.0, you can reassign the Survey 1.0 site user licenses, as the Survey 2.0 does not require user licenses.
Is it possible to migrate custom reports built on Survey 1.0 to Survey 2.0?
No, you cannot. You must again build reports on Survey 2.0 objects.
I am unable to view Survey 2.0 responses in C360 Survey section, are there any configurations required for this?
Yes, you have to enable NATIVE_SURVEY_PRIMARY Custom Setting to view the Survey 2.0 responses in C360.
To enable this :
- Click the User menu tab.
- Click Setup.
- In the Search box on the left hand side, search for Custom Settings and click Custom Settings.
- Click Manage for Feature Configuration.
Note: You can also search for the Feature Configuration in the Search box on the left hand side if it is not listed in the Custom Settings page.
- Click Edit for NATIVE_SURVEY_PRIMARY.
- Select the Enabled checkbox.
- Click Save.
Can I Edit/Delete submitted survey responses?
Yes, admins can Edit and Delete submitted survey responses. For more information on how to to do this, refer to Surveys 2.0 Analytics article.