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kaycee
kaycee
Contributor ⭐️⭐️⭐️
March 11, 2016

Ability to Create Internal Surveys

  • March 11, 2016
  • 2 replies
  • 57 views
It would be nice to be able to have an internal survey engine that would allow admins to set up surveys that could be scheduled to go out and would appear in the Survey tab for users to complete (much like CTAs sitting in the Cockpit). We have an increasing need to have CSMs complete questions related to their accounts, and to track the responses to certain questions over time. The reporting that's available for when customer-facing surveys go out is great, so having those reporting capabilities to report back to executives on the status of accounts would be very beneficial for us, as we are currently doing this manually. 

      2 replies

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      March 13, 2016
      This is a cool idea.  One alternative to survey that you might try would be to create a CTA type with fields corresponding to the information you want to gather.  When a user gets one of these CTA he or she just opens the tab, fills in the fields and then close the CTA.  Reporting is pretty easy since you can just report on CTAs filtered to that CTA type and then show the fields with the data filled in.  
      kaycee
      kayceeAuthor
      Contributor ⭐️⭐️⭐️
      March 14, 2016
      We actually already do this, but the downfalls are that: 1) there is no trending, since a field change in one CTA would be a global change that would affect previous CTAs that were closed; and 2) Gainsight limits users to 10 CTA types, and since the fields are put on the CTA tab, we are limited on how many types we can customize. 
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