Skip to main content
Ginanash99
Contributor ⭐️⭐️
September 18, 2023
Question

CSAT Survey

Trying to do a CSAT Survey and want to know if i can use an email and attach the questions?  i don’t like the choice that are under questions.  I tried to follow a PDF but doesn’t really work for me

    3 replies

    jenniferpa
    jenniferpa
    Helper ⭐️
    September 19, 2023

    @Ginanash99 You can attach a document to the email template with questions but that does not allow for the responses to be logged in Gainsight. 

    If you do not want to embed a question in the email, you can always build a button into the email template and link the button to the survey.  Here is a screenshot from one of our CSAT survey emails. 

     

    Translate
      Ginanash99Author
      Contributor ⭐️⭐️
      September 19, 2023

      Thank you for your response.

      By chance do you have instructions on how to do that, I am thinking that will work great for my situation.

      Translate
      jenniferpa
      jenniferpa
      Helper ⭐️
      September 20, 2023

      In the email template builder (classic or new experience), click the survey button from the top action bar.  You will see three options to add the survey link: Link (URL), Button, and Question.  Click ‘Button’ and the survey button editor will open.   This is where you can format the button, define the button text, and select the applicable survey to link. 

      Below are links to the documentation with steps for both classic and the new editor:

      Classic:  https://support.gainsight.com/Gainsight_NXT/Journey_Orchestrator_and_Email_Templates/Email_Templates/Create_Journey_Orchestrator_Email_Templates#Insert_Button

      New Editor:  https://support.gainsight.com/Gainsight_NXT/Journey_Orchestrator_and_Email_Templates/Email_Template_New/Email_Template_Builder#Add_Survey

       

      I hope this helps.  

      Translate
      Terms & ConditionsAccessibility statement