On the Properties page, the user's selected End Date should actually close the survey. Right now, it doesn't do anything.
Dashboard and Published statuses/sub-tabs: it's difficult to explain the distinction between these two. I think Dashboard contains surveys that are live with responses; whereas, Published surveys are live but have not been sent yet. Perhaps these sub-tabs could be named more clearly and/or combined. "Dashboard" for example does not suggest a particular status at all, but is more of a comprehensive term where I'd expect to see all of my surveys.
CoPilot integration: are we planning to integrate Survey and CoPilot more closely? For example, could the Add Participants and Distribute sub-tabs in the Survey module be replaced with links to Power Lists and Outreaches?
Page 1 / 1
As far as Copilot integration plan, we do not have to anything in short-term. Will defer to Praneet for comments on that. We are only looking at improved reporting capability for surveys from Copilot as a short term enhancement.
Survey End Date doesn't do anything as of date, but we are looking towards doing enhancements on the same. Your understanding of Published and Dashboard is correct and I understand it's confusing because of terms used, We will add that to Usability enhancements in coming days.
We are also looking towards routing surveys via co-pilot totally rather than using SF mail service and SF templates. In this way Add Participants and Distribute Sub tabs will be modified and re-engineered to get better experience to users.
We are also looking towards routing surveys via co-pilot totally rather than using SF mail service and SF templates. In this way Add Participants and Distribute Sub tabs will be modified and re-engineered to get better experience to users.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.