We would like to have the ability to survey internal Gainsight users. The use case would be to get feedback on how they use the tool, dashboards used, NPS on the tool etc. The function could be similar to the Users category when creating a Journey Orchestrator program and allow us to target surveys at particular user groups.
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Ability to Survey Internal Gainsight Users
Best answer by seth_schroeder
Hi Colette,
While this document was originally written with the Outreach functionality in mind, the first section on creating power lists of internal users should still be applicable for use in Journey Orchestrator Programs along with Survey 2.0 surveys. Does this cover what you're looking for?
https://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/Send_Outreaches_to_Internal_Salesforce_Users#Create_a_Power_List
While this document was originally written with the Outreach functionality in mind, the first section on creating power lists of internal users should still be applicable for use in Journey Orchestrator Programs along with Survey 2.0 surveys. Does this cover what you're looking for?
https://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/Send_Outreaches_to_Internal_Salesforce_Users#Create_a_Power_List
+5Hi Colette, while you cannot create a survey program at the user level, I want to share a way I do this for internal users in case it’s helpful. I send an internal CSAT to the named CSM here at Gainsight anytime a certain CTA is closed. So I do the program at an account-level but am still able to reference internal people.
I think we don’t allow user-level survey responses because our survey objects need to be able to associate to a company (or relationship).
+1Hi Colette,
While this document was originally written with the Outreach functionality in mind, the first section on creating power lists of internal users should still be applicable for use in Journey Orchestrator Programs along with Survey 2.0 surveys. Does this cover what you're looking for?
https://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/Send_Outreaches_to_Internal_Salesforce_Users#Create_a_Power_List
While this document was originally written with the Outreach functionality in mind, the first section on creating power lists of internal users should still be applicable for use in Journey Orchestrator Programs along with Survey 2.0 surveys. Does this cover what you're looking for?
https://support.gainsight.com/Journey_Orchestrator_and_Email/Standard_Outreaches/Send_Outreaches_to_Internal_Salesforce_Users#Create_a_Power_List
+5
+1Recently came across a situation in which I would like to do this. My issue is that I would like to survey internal users and follow with a differentiated response. The issue seems to be that a user cannot be assigned to a company. Using the “Company” entity is not possible since users are not company people. However, using the “User” entity does not allow Surveys. I see that it’s been a year but any update or workaround would be appreciated. Thanks.
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