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faust_belarmino
faust_belarmino
Helper ⭐️⭐️
March 8, 2018
Solved

Embed Gainsight Survey into our Software.

  • March 8, 2018
  • 11 replies
  • 423 views
We are currently using Wufoo surveys and placing it on a tab in our company's software. Our clients log into their accounts for the first time and fill out those surveys. It's convenient and we get a higher response rate because those particular surveys are in their instance of our software. Once they fill out the survey, the information is stored in Wufoo and a team member exports it and emails it to the proper CSM.

We'd like to revamp this process by utilizing Gainsight surveys. This ensures that the survey data is stored in the survey object, which we can then use to populate survey information on the C360. It's a smoother process and allows are CSM's immediate access to the results. 

To be able to do this, we would need to embed the Gainsight survey onto a tab in our software. I know Gansight surveys are supposed to be used and sent via CoPilot.. but we'd really love it if we could embed it in our software so it's easier for our client's to fill out. 

Has anyone ran into this? Or maybe currently doing something similar to this?? Thank you!!
      Best answer by jean.nairon

      When you create a survey, you can select the category and make it a non-anonymous survey. That means each contact will have a custom link for the survey. Here’s how to do that: https://support.gainsight.com/Gainsight_NXT/06Surveys/02Admin_Guides/Survey_Properties#Additional_Fields

       

      I don’t think this custom link is accessible though. To send it to a user, you need to create a JO program or Email Assist. I believe the unique URL is only created prior to sending the email and I don’t think it exists on an object anywhere. Here’s how to create the Program: https://support.gainsight.com/Gainsight_NXT/06Surveys/02Admin_Guides/Distribute_Surveys#Programs

       

      You can access the Survey Link  in this object: 

       

      But as I mentioned above, I don’t believe this data exists until you run the program. I have never tested this but it might be something you want to test. I would create the survey, add your participants to a program without sending it, and then see if you can find the link in the object in the screen shot above. 

      Hope this helps provide another option to test and hopefully it works. As I said though, I’ve never tested this so not sure if this will actually work. 
       

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      gunjanm
      gunjanm
      Expert ⭐️
      September 25, 2020

      @keith_mattes any progress on testing this? @jean.nairon’s solution would be a great way to get my user research team off of Qualtrics since our subscription there is so basic, there isn’t even a SFDC integration or ability to build it through Zapier!

      Gunjan
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