Discover. Learn. Grow.

Product / Maintenance Update 4

• CustomerGauge Application Status Tracking
• What about CustomerGauge uptime?
• CG Application - Feature Retirement
• Migrating from Delivery Manager to Campaign Suite

Known Issues 5

• Known Issues: Reporting & Close-the-Loop
• Known Issues: Campaigns & Surveys
• Known Issues: Imports & Export
• Known Issues: APIs, Webhooks, and Integrations
• Known Issues: User Management, SSO, and Administration

Search & Navigation 6

• Search
• Search - Accounts
• Search - Responses
• Search - Non Responses
• Search - Failed Records

See all 6 articles

System Requirements 2

• Supported Browsers
• CustomerGauge Email IP Addresses

Common Support Questions / FAQs 1

• Common Support / Troubleshooting Questions

Close the Loop 3

• Closing the Loop in CustomerGauge
• Cases Overview
• Cases Tracking

Workflow Rules 10

• Workflow Rules
• Microsoft Teams: Email Alerts and Automated Dispatched Reports
• Slack Integration: Workflow Alerts and Report Dispatches
• New Response: Close the Loop on-the-go
• New Response Alerts

See all 10 articles

General Articles 2

• Widgets: Features Overview Table
• Adding New Widget

Dashboards 2

• Personal Dashboards
• Favorite Reports

By CustomerGauge - Standard Reports 10

• Benchmarks
• Data Transport
• NPS Overview
• Contact Page
• Responses Report

See all 10 articles

Creating & Editing Reports 3

• Creating a Report - Designer Tab
• Creating a Report - Settings Tab
• Creating a Report - Sharing Tab

Responses Reporting 11

• Responses: Contact Response Rate
• Responses: Response Rate Target
• Responses: Responses Table
• Responses: Non Responses Widget
• Responses: Responses Trend

See all 11 articles

NPS Reporting 16

• NPS: NPS Gauge
• NPS: NPS Score
• NPS: NPS Target
• NPS: NPS Summary
• NPS: NPS Trend

See all 16 articles

Drivers Reporting 7

• Add a Widget - Drivers Data Source
• Drivers: Drivers Contribution - Bar chart visualization
• Drivers: Drivers Loyalty
• Drivers: Drivers Distribution
• Drivers: Drivers Trend

See all 7 articles

Tags Reporting 6

• Introduction to Feedback AI Assistant
• Tags Feature
• Tags: Table
• Tags: Tags Scatter
• Tags: Tags Summary

See all 6 articles

Close the Loop Reporting 11

• Close the Loop: My Cases
• Close the Loop: Close the Loop Score
• Close the Loop: Close the Loop Summary
• Close the Loop: KPI Summary
• Close the Loop: Close the Loop Rate

See all 11 articles

Monetize Suite 5.0 Reporting 10

• Coverage % (Account & Revenue)
• Account Response % & Account Revenue %
• Account Health
• Account List
• Driver Value

See all 10 articles

CES, CSAT, Reviews and Misc Reporting 7

• Add a widget - Misc
• Reviews Table
• Additional Score - For CES, CSAT and RATING Questions
• Additional Score Frequency - For CES, CSAT and Rating Questions
• Additional Score Trend - For CES, CSAT and Rating Questions

See all 7 articles

Additional Questions 4

• Additional Questions: Choice Questions Column
• Additional Questions: Additional Comments
• Additional Questions: Choice Questions Trend
• Additional Questions: Comments Table

Data Transport 5

• Data Transport: Delivery Summary
• Data Transport: Delivery Stats
• Data Transport: Delivery Trend (Line chart & Table)
• Data Transport: Delivery Score
• Data Transport: Delivery Table

Miscellaneous 2

• Miscellaneous: Direct Replies
• Miscellaneous: Custom HTML

Overall Settings 3

• On-the-fly Settings
• Schedule Email Dispatch & Email Report Preference
• Hierarchy Filter

Reporting Widgets 0

Campaign Suite 7

• How to Manage Email Campaigns
• How to Manage SMS Campaigns
• How to Manage WhatsApp Campaigns
• How to Manage Personal Link Campaigns
• WhatsApp Embedded Sign-up

See all 7 articles

Survey Suite 8

• Getting Started with the Survey Suite
• Branding for Surveys
• Survey Suite: Create or Edit a Survey
• Survey Suite: Direct Link Surveys
• Survey Suite: Pop-Up Surveys

See all 8 articles

External Pop-up Surveys 4

• How to work with external pop-up surveys and CustomerGauge
• Pop-up survey using SatisMeter Integration
• Creating a pop-up survey using Appcues and CustomerGauge generic survey link
• Creating a pop-up survey using Pendo and CustomerGauge generic survey link

Imports 7

• Importing Data: What Data To Import In Which Data Type
• Imports: Upload and Mapping
• How To: Manage Account Data Quality
• Division and Hierarchy Fields
• Locale Codes

See all 7 articles

Exports 2

• Export Data
• Exporting Account Details (revenue, response, etc)

Rest APIs Setup 3

• Get Started with APIs/Webhooks in CustomerGauge?
• Rest APIs Setup: Authentication, Filters and History
• API Playground

Rest API Suite 16

• REST API Overview
• Preparing for PUT Single Record API
• PUT Single Record (Multi-Object)
• PUT Single Record (Account)
• PUT Single Record (Account Alias)

See all 16 articles

4.1 APIs Suite 12

• 4.1 APIs Overview
• File - GET Revenue
• File - POST Revenue
• GET Unsubscribe
• POST Unsubscribe

See all 12 articles

Connected Apps 1

• Manage Connected Apps

Webhooks 5

• Incoming Webhooks
• Incoming Webhooks: Send Survey upon Ticket Closed in Zendesk
• Incoming Webhooks: Send Survey through Zapier
• Outgoing Webhooks
• Outgoing Webhook: Create a Task in Microsoft Dynamics (Survey completion)

Microsoft Dynamics 3

• Getting Started with Microsoft Dynamics Integrations
• Microsoft Dynamics: How to Authenticate
• Microsoft Dynamics: Set Up Accounts, Contacts and Surveys Integration

5.0 Native Salesforce 1

• 5.0 Salesforce Integrations

4.0 Salesforce 9

• Salesforce: Getting Started
• Salesforce: Integration Details & Authentication
• Salesforce: Pull Criteria
• Salesforce: Flag Criteria
• Salesforce: Diagnostics

See all 9 articles

CustomerGauge for Salesforce App 1

• How to install the CustomerGauge for Salesforce App

Salesforce - Setting up a real-time trigger via Salesforce flow 0

Users & Login 9

• Logging into your CustomerGauge System
• Changing your password
• Multi-Factor Authentication (MFA)
• User Roles
• Managing Users & your own user profile (My Profile)

See all 9 articles

Data Access Restriction 1

• Data Access Restriction

System Admin 19

• Data Administration: Manage Accounts
• Data Administration: Update Account References
• Data Administration: Manage Survey Records
• Data Administration: Manage Tags
• Data Administration: Survey Questions

See all 19 articles

Reviews 2

• CustomerGauge Reviews
• Review Manager

Security 5

• CustomerGauge General Information Security, Compliance, Trust, and Uptime
• Process for GDPR/CCPA Data Privacy Request and Deletion Certificate
• GDPR: How to anonymize a customer record in CustomerGauge via API
• GDPR: How to anonymize a customer record in CustomerGauge via Data Administration
• Log4j security flaw is not affecting CustomerGauge

Service Level Agreement (SLA) 1

• CustomerGauge Service Level Agreement

Choosing an Account Experience System 2

• 50 Common Questions in Account Experience RFPs
• CustomerGauge AccountExperience Awards for 2020

AX Pilot Deliverables 2

• AX Pilot Program: Preparing your Company Logo
• AX Pilot/AX Sprint Program: Preparing your Data

[ARCHIVED] Users & Login 0

[ARCHIVED] Delivery Manager 0

[ARCHIVED] Survey Builder 1

• Survey Builder FAQ