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Gainsight is great in its ability to schedule NPS surveys on a host of criteria, but do we have the ability to trigger a survey manually?

Use case: I’d like to send all QBR participants an NPS Survey after the QBR is executed. 

Can we trigger the survey after I close an ‘Send NPS’ task in the QBR CTA? or when I close the CTA itself? Some other mechanism?

I know this isn’t standard behavior when executing an NPS program.

Yes, you can absolutely trigger the survey after you close an ‘Send NPS’ task in the QBR CTA or when you close the CTA itself. The tricky part is defining who should get those surveys. 

 

One option is to use the query builder function in JO and pulling your Call to Action or Task object, filter on those criteria for “NPS CTA”, status closed, etc. and then merge it with your person record. 

Here is an example of how we did something similar in the past: 

  1. CTA details with associated records (company person). The associated records only gives you the GSID. 
  2. We needed the CSM manager information and our set up required that we pull that from another object. 
  3. Company person...you may want to think through some filters here so you are not pulling your entire company person data set. 
  4. Merge company person GSID to associated person GSID. 

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