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.
Best answer by Carol_Keyes
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:
+2Yes, 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:
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
