How would I generate a report that shows what accounts did NOT respond to the NPS Survey per CSM?
Thanks!
How would I generate a report that shows what accounts did NOT respond to the NPS Survey per CSM?
Thanks!
I love this question
While the devil is in the details here:
Try that for starters, and let us know how you fare. We can give you more detail where it’s helpful, if you tell us more about your survey program and your datasets.
Hey
Thank you so much!
Hey
Thank you so much!
That will be a “merge task” in data designer, and you’ll ensure that your Customers data set is the task you initiate your merge from, and you select the Count of NPS Survey Responses as the “merge with”.
It would look a bit like this:
Hi
My data design looks something like this, where
Steps A and B are fairly standard. Be sure to pull Company ID into both steps. Step C is your Left Merge, and this part is key. You’re instructing Gainsight to keep everything in the LEFT dataset (your Companies) and then supplement that list with anything that matches it in the RIGHT dataset (your Responses).
So be sure you click the three-dots in Step A, and then Merge, and then Step B, and then Left. Then merge on your Company GSID.
You should exit Step C with data like this:
Then your final step (in this example, it’s Step D) is to filter for any records where your Number of Responses is null. In our quick example, Rose and Mum would be your companies without a response.
You could do that last step inside Data Designer, or you could end with Step C and handle the filtering as part of a Report (COUNT of Responses is null). This would also work inside a Horizon rule, of you’re wanting to generate a CTA on these non-responders.
Good luck! I know you’ve got this.
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