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Question

Custom formatting or templates (HTML/CSS, etc.) for surveys?


ryan_andrew
We'd like to create a seamless experience for our clients by maintaining and consistent look and feel (more than just a logo) across all communications - including surveys.   Is it possible to apply custom HTML/CSS coding to an email template to ensure our brand is delivered consistently across all touch-points?

8 replies

marie
  • Gainsight Employee ⭐️⭐️
  • 74 replies
  • March 25, 2016
Hi Ryan, it is possible to use custom HTML/CSS in CoPilot. Here's a link to some documentation: https://support.gainsight.com/hc/en-us/articles/207090407-CoPilot-Email-Coding-Guidelines

ryan_andrew
  • Author
  • Contributor ⭐️⭐️
  • 4 replies
  • March 28, 2016
This is useful for email templates.   But how about Survey templates?  Can survey forms themselves be customized beyond basic color and logo modifications?

marie
  • Gainsight Employee ⭐️⭐️
  • 74 replies
  • March 28, 2016
No, it's not possible to custom code the surveys themselves within our tool.

ryan_andrew
  • Author
  • Contributor ⭐️⭐️
  • 4 replies
  • March 29, 2016
Is the best next step to submit an "idea" to the community to try and get some traction that way?

marie
  • Gainsight Employee ⭐️⭐️
  • 74 replies
  • March 29, 2016
Yes, that would be what I would recommend!

megan_edwards
  • Contributor ⭐️⭐️
  • 3 replies
  • May 6, 2016
Hi, Did this get posted as an idea. Would love to support!

ryan_andrew
  • Author
  • Contributor ⭐️⭐️
  • 4 replies
  • May 6, 2016
@megan.....it looks like you found the related "Idea," is that right?  Thanks for the support!  

Hi,
 

You can configure the Survey’s visual appearance in Survey 2.0. For more information refer here.

Happy posting! Thank you!


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