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Gainsight Inc.

Reports for a Single Program

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

This article refers to the Analytics feature that can be located by opening a Program and selecting the Analytics option or you can also hover to the required Program and click Analytics. For information on the Journey Orchestrator > Program Analytics page, refer to Program Analytics: Reports Across Programs.

The Programs feature offers pre-built, out-of-the-box analytics about the emails you've sent to participants. To access analytics for a Program, hover over the selected program in the Program list view and click the Analytics icon. This is illustrated below.

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You can also navigate to the analytics page of a published program by clicking the Analytics icon at the top-right of program's model configuration page.

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Analytics are pre-built for each program. These reports track information such as response rate, total emails sent, survey click to open rate, and survey response rate. To view Survey responses and analytics, navigate to Surveys > NPS Analytics. (See Survey Analytics for more info.)

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REFRESH (upper right corner): This option triggers a reload of the participant and response data displayed.
VIEW MODEL: Click this button to navigate back to the program's model configuration page.

Widgets and Reports

  • Participants: This section displays the total number of participants for the program, as well as the total number of people who were pulled in by the program’s sources.  
  • Total Email Sent: This section displays the total number of emails sent by the Program. This includes all reminder and escalation emails as well.
  • Survey Click to Open Rate: The percentage of participants who opened the survey compared to who received the survey.
  • Survey Response Rate: The percentage of participants who responded to the survey compared to who received the survey.

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  • Overall Report: This section displays the number of People (the total number of individual contacts that have been added from a Program's sources, before unsubscribed, bounced, and manually excluded contacts have been removed), the number of program Participants (the total number of active contacts pulled from a Program's sources, after any unsubscribed, bounced, and manually excluded contacts have been removed), the number of people who have clicked the survey, and the number of people who have responded to the survey. Click each of these sections to display a report of the participants in each stage.

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  • Stepwise Report: Illustrates the number of participants involved with each step of the program.

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Drilling down on each section of this report will reveal the names of the Participants involved within the Participants tab.

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The drill-down also reveals an Email Statistics tab which shows percentages for the following statistics:

  • Click Performance: The percentage of participants who have clicked on the survey link sent to them. This also tracks Unique Clicks compared to Total Clicks.
  • Unsubscribed: The percentage of participants who have unsubscribed from your program.
  • Bounced & Rejected: The percentage of messages that failed to be delivered because the recipient’s inbox is full, the exchange server is not accepting any more email, or the email address is invalid, deleted, inactivated, etc. This also includes messages that were marked as spam by the recipient when delivered.
  • Delivered: The percentage of messages successfully delivered as part of your program.
  • Not Opened: The number of customers/contacts who did not open your email.
  • Opened: The number of customers/contacts who opened your email.

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  • Participant Overtime: Illustrates the number of participants within the program over time.

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  • Email - Sent, Open & Click: The report shows the number of email events over time. The type of events include Sent emails, Open emails, and Surveys clicked on.

10. Email - Sent, Open & Click.png

  • Email - Bounce, Unsubscribe, Rejected & Spam: Illustrates the number of participants for whom the emails are bounced, marked as unsubscribed/spam and rejected the Survey over time.

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  • Survey Response Rate: Illustrates the number of participants responding to the Survey over time.

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Configuring Reports

Each report in the Program Analytics section can be configured with different Visualization Types, Settings, and Filters.

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Visualization Types

Users have the option to choose how the data present in each report is displayed. This is limited by the data points present within the report itself. To learn more about different Visualization Types, see the section Visualization Types within the article How to Build Basic Reports.

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Settings

The Settings, or Gear icon gives users the ability to apply Ranking and Chart Options to the report, as well as the ability to Export the report as an image. For more information on these options see the Ranking, Export as Image, and Other Settings sections of the article How to Build Basic Reports.

15. Settings.png

Filter

The filter is based on time and can only be applied to the reports displaying data over time. Filter dropdown left to the Settings icon allows users to set the date range of data displayed within the report. Users can either set this to the “Last X days” or a date range.

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