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ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
May 16, 2018
Solved

Can you use survey links without sending the survey email through Gainsight?

  • May 16, 2018
  • 3 replies
  • 119 views
Can you set up a survey from within Gainsight, but just pull out the survey link and send it through another source? Or does the survey have to be sent from within Gainsight (CoPilot or Email Assist) for it to work and track?
    Best answer by dan_ahrens
    Hi Ky, you can copy the survey link and distribute via another source, but then you'll lose the ability to track individual respondents. In effect the survey becomes totally anonymous, including allowing people to respond more than once. In most scenarios you'll probably want to tie the survey responses back to the Contact or Account, right?

    PS - this is super easy with Surveys 2.0 (released this month): https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Surveys_2.0/Distribute_Surveys_2...

    3 replies

    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    May 16, 2018
    Hi Ky, you can copy the survey link and distribute via another source, but then you'll lose the ability to track individual respondents. In effect the survey becomes totally anonymous, including allowing people to respond more than once. In most scenarios you'll probably want to tie the survey responses back to the Contact or Account, right?

    PS - this is super easy with Surveys 2.0 (released this month): https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Surveys_2.0/Distribute_Surveys_2...
    VP of Customer Success at Forcepoint
    ky_powell
    ky_powellAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 16, 2018
    Thanks Dan. Yes, we would want to be able to tie that back to both the Contact and the Account. But even with Surveys 2.0, we would lose the ability to do that if we just used the survey link?
    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    May 17, 2018
    You're correct, if you just copy the link and distribute it manually or insert the link into a mailing, there is no way to track Account or Contact. 

    Basically the tracking is done by creating a unique link for each participant, which is why we recommend distributing the survey via Advanced Outreaches ideally. 
    VP of Customer Success at Forcepoint
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