Discover. Learn. Grow.

The Basics 1

• How is NPS calculated?

Search & Navigation 6

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

See all 6 articles

Best Practice Guides 3

• Best practice for invitation emails
• Optimal surveying: our standard questions
• Defining your drivers

System Requirements 1

• Supported Browsers

Campaign Suite 4

• How to Manage WhatsApp Campaigns
• How to Manage Personal Link Campaigns
• How to Manage SMS Campaigns
• How to Manage Email Campaigns

Delivery Manager 14

• Delivery Manager (Introduction)
• Automated Campaigns
• Manual Campaigns
• Anonymous Campaigns
• SMS FAQ

See all 14 articles

Template Editor 7

• Template Editor
• Piping Data Into the Invite Email
• Changing the survey link image
• Editing logos on Templates and Surveys
• EU Region Email Sending via AWS SES (Alternative to SendGrid)

See all 7 articles

Survey Suite 6

• Getting Started with the Survey Suite
• Branding for Surveys
• Survey Suite: Create or Edit a Survey
• Survey Suite: Pop-Up Surveys
• Examples to embed Pop-up Surveys

See all 6 articles

Survey Builder 14

• Editing a Survey
• Uploading a Survey Logo
• Customise your survey layout with CSS
• Unsubscribe Page
• Widget List - Survey Builder

See all 14 articles

External Pop-up Surveys 5

• How to work with pop-up surveys and CustomerGauge
• Creating a pop-up survey using Wisepops and CustomerGauge generic survey link
• 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

Other Survey Vectors 3

• Collecting feedback via Generic Survey Links
• Generic Link Surveys for unknown contacts in Relationship Survey "Share" option
• Distributing CustomerGauge Unique Survey Links via your own Delivery Mechanism (e.g. WeChat/WhatsApp)

Employee Net Promoter (eNPS) Solution 1

• How can I be sure that my survey response is REALLY confidential?

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 3

• Widgets: Features Overview Table
• Adding New Widget
• Contact Page: Unsubscribes & Bounces

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 8

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

See all 8 articles

NPS Reporting 14

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

See all 14 articles

Drivers Reporting 6

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

See all 6 articles

Tags Reporting 7

• Text & Sentiment Analytics Introduction
• Tags Feature
• Tags, Text Analytics, & Sentiment Analysis Visualizations
• Tags: Table
• Tags: Tags Scatter

See all 7 articles

Close the Loop Reporting 10

• 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 10 articles

Overall Settings 3

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

Additional Questions 3

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

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

Imports 8

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

See all 8 articles

Data Import - General 4

• Locale Codes
• How to convert a file from XLS(X) to CSV
• Split Excel Files To Upload - Too Many Records in a Single File
• Changes to Multi-Object Imports

Exports 2

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

Rest APIs Setup 2

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

Rest API Suite 13

• REST API Overview
• GET Responses
• GET Non-Responses
• GET Close the Loop
• PUT Records (Multi-Object)

See all 13 articles

4.1 APIs Suite 16

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

See all 16 articles

Webhooks 7

• What are Incoming Webhooks?
• Incoming Webhooks: Synchronise Accounts / Contacts
• Incoming Webhook: Survey Sending
• Incoming Webhooks: Send Survey upon Ticket Closed in Zendesk
• Incoming Webhooks: Send Survey through Zapier

See all 7 articles

Microsoft Dynamics 5

• Getting Started with Microsoft Dynamics Integrations
• Microsoft Dynamics: How to Authenticate
• Microsoft Dynamics: How to Set Up an Accounts Integration
• Microsoft Dynamics: How to Set Up a Contacts Integration
• Microsoft Dynamics: How to set up a Survey Integration

Salesforce Native Integration 11

• Native Integration (Salesforce): Before you start
• Native Integration (Salesforce): Getting started
• Native Integration (Salesforce): Integration Details
• Native Integration (Salesforce): Authenticate
• Native Integration (Salesforce): Pull Criteria

See all 11 articles

CustomerGauge for Salesforce App 1

• How to install the CustomerGauge for Salesforce App

Users & Login 10

• User Roles
• Logging into your CustomerGauge System
• My Profile
• Changing your password
• User Manager

See all 10 articles

Single Sign On 3

• AWS Cognito SSO Single Sign On IDP Attributes
• Single Sign On (SSO) with SAML 2.0
• Troubleshooting SSO issues

Data Access Restriction 1

• Data Access Restriction

System Admin 22

• Data Administration: Manage Accounts
• Data Administration: Delete File
• Data Administration: Manage Survey Records
• Data Administration: Update Required Contacts
• Data Administration: Delete Activities

See all 22 articles

Reviews 2

• CustomerGauge Reviews
• Review Manager

Security 6

• CustomerGauge Information Security Plan
• Privacy Standards and HIPAA Compliance
• 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

See all 6 articles

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

Release Notes / Maintenance Update 4

• Our Release Notes have found a new home!
• Service provider update (Amazon SES) for your DPA records:
• [DRAFT] New CustomerGauge Look and Menu Navigation is LIVE!
• New Survey Record Page & Contact Page - Release 08 September 2022!

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