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stefanoboni
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Jul 4, 2024 4:27 PM UTC
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Customer user cases

Hi all,

in our pre-sales process we often need to deliver a PoC to the customer. Currently, we send out a word doc to the customer to fill some info.

Our goal is to transition to using Gainsight for this process, and we are exploring its feasibility. The best approach is likely to send out a survey, as it closely resembles the current Word document format. However, customers may have multiple use cases, so I need the capability to send multiple surveys for them to complete. Each survey must be stored separately as individual use cases under the same account.

I’m wondering if anyone had had a similar use case and can come up with some workarounds.

 

Thank you!

romihache
romihacheAnswer
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Jul 5, 2024 9:42 AM UTC

Hope I got it right this time @stefanoboni  😅

Even if you send the same survey multiple times to the same contact, each of them gets a unique URL/GSID:
 



 

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dayn.johnson
dayn.johnson
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Jul 10, 2024 10:25 AM UTC

I noticed that in C360, all surveys are listed with the same name (the template name). Is there any way to change this? My idea is to use the same survey templates for different use cases, so ideally, they would appear in C360 with the name of the use cases instead of the template name

This seems like (yet another) great reason to have tags throughout the platform.

Use-case specific tags should make it feasible to show all surveys pertaining to the associated use-case(s).

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Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
    stefanoboniAuthor
    Contributor ⭐️⭐️
    Jul 12, 2024 8:53 AM UTC

    @dayn.johnson , great idea! Tags should be added in the email template?

     

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    dayn.johnson
    dayn.johnson
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    Jul 12, 2024 12:56 PM UTC

    @dayn.johnson Tags should be added in the email template?

     

    Not actually within the template. What I’m thinking of would be similar to the way we can tag a post in the Community, so that we would have an additional level to filter by within our various digital asset libraries (email templates, surveys, JOs, rules, reports, etc.) and didn’t have to resort to naming conventions and the (limited) folders and sub-folder hierarchies we can create -- especially since we’re only limited to one level of sub-folders, and they don’t apply to the Analyzer.

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    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
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