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Gainsight Inc.

Surveys 2.0 Overview

Surveys 2.0 gives admins the ability to design and distribute surveys in Gainsight without a dependency on SFDC sites or features. The functionality was built with email assist in mind and is designed to work with Programs from the ground up. New features like Skip Logic and Display Logic enable Admins to control the flow of survey questions and the Question Library can store and import questions from survey to survey.

Surveys 2.0 is available as a Beta feature for all customers. We strongly recommend customers use this feature as their primary method for creating and distributing surveys for most use cases. The new module does not have feature parity with the 1.0 version yet, and we still recommend using 1.0 for use cases that require features that are not yet available for Surveys 2.0. Both features can be used in parallel with each other. You can migrate surveys from 1.0 to 2.0. For more information on migration, refer to Migrating from 1.0 to 2.0. For a quick overview of Surveys 2.0, watch this 5-minute video. To share your feedback on Surveys 2.0, visit the Community.

The following table illustrates the features available for Surveys 1.0 and Surveys 2.0:

Feature

Surveys 1.0

Surveys 2.0

NPS Tab

Text Analytics

Survey Flattening

Salesforce Email Service and Marketo for Survey Distribution

X

Vault Templates

X

Internal Submission

Survey Permissions

Anonymous Survey Options

Standard Outreach Compatibility

X

Cross-org Migration Support X

Program Compatibility

Multiple Language Support

Email Assist Compatibility

Set CTAs (see notes)

Question Library

X

Anonymous Link

X

Skip Logic

X

Display Logic

X

Notes: 

  • Set CTAs is available in Surveys 2.0 but it is handled through the Program rather than the survey. Refer to Configure Model and Emails for Programs for more information on this process.
  • Features missing from Surveys 2.0 are planned for future releases. For more general information, refer to this FAQ.
  • The Surveys 2.0 tab is hidden in Gainsight by default. This is intentional as it is a beta feature. System Admins can manually add the tab to make it visible for users.

Enable the Surveys 2.0 (Beta) Tab

System Admins can make the tab visible for all users by taking the following steps:

1. Click Setup at the top-right of the Salesforce window.

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2. Click the Apps option on the left-hand side of the Setup page.

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3. Click the Edit action for the Gainsight App.

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4. Select the Survey 2.0 (Beta) tab from the Available Tabs list and use the Add option to move it to the Selected Tabs list.

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5. Click Save.

6. Adjust the tab settings of each user profile you would like to see the Surveys 2.0 (Beta) tab.

7. You may still need to customize your tabs to add Surveys 2.0 (Beta) to your default display. For more information on this process, refer to Customize your Tabs in Salesforce.

General Prerequisites
  • Enable OAUTH Permission.
  • Enable MDA services.
  • Enable GS User Sync.
  • The Company, Relationship and Company Person, and Relationship Person objects must be loaded to Gainsight.
  • Domain and Site must be created. The site must be configured to be linked to the survey response page. Only new Gainsight Sites and Domains can be used for Surveys 2.0. For information on this process, refer to Setup a Gainsight Domain.
Permission Prerequisites

Users will need one of the following permission sets to be able to view survey responses in Surveys 2.0:

  • Gainsight_Standard
  • Gainsight_view_only
  • Gainsight_Admin
  • Gainsight_Special
  • Gainsight_Viewer

For more information on assigning permission sets, refer to Gainsight and SFDC Permission Sets. For more information on survey-level and module-level permissions for Surveys 2.0, refer to Surveys 2.0 Permissions.

Survey List View

On the Surveys 2.0 tab, a list of 2.0 surveys is displayed. Users can view basic details about each survey, filter the list for specific surveys, and create and delete surveys.

Each survey in the list view displays the following information:

  • Survey name
  • Created date
  • Status
  • Entity Type (Accounts or Relationships)
  • Number of responses
  • Number of questions

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Users can use the search bar at the top to filter the survey list by survey name as well as the Entity and Status drop-down fields to filter for surveys of a specific entity type or status.

You can access additional options for each survey in the list view by clicking the three vertical dots icon to the right of each survey. Additional options include:

  • Analyze: view the survey analytics.
  • Clone: create a clone or copy of the survey.
  • Delete: delete the survey.
  • Close: close a currently published survey. This option will only be available for published surveys.

Create a new survey

To create a new survey:

1. Click the blue plus icon at the bottom-right of the screen. The plus icon will scroll with the survey list to always be visible in the same location. This plus icon also provides key options for adding and modifying the survey contents throughout the design process.

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2. Select an Entity type, either Accounts or Relationships and the Relationship Type.

3. Type the Survey name.

4. Select the survey language or languages. For more information on adding new languages refer to Configure a New Language.

5. Click Save.

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After saving your new survey, you will have options to configure the Survey Properties, Design, Distribute, Permissions, and Analyze the survey results.

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