Discover. Learn. Grow.

The Basics 1

• How is NPS calculated?

Search Functionality 4

• Search
• Search - Accounts
• Search - Responses
• Search - Non Responses

Best Practice Guides 3

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

System Requirements 1

• Supported Browsers

Campaigns 12

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

See all 12 articles

Rules and Filters 4

• Recipient Filters
• Sending Analytics
• Duplication Rules
• Use Gmail for Testing when Duplicate Checking is On.

Template Editor 8

• Template Editor
• Piping Data Into the Invite Email
• How to set up a SMS campaign
• Changing the survey link image
• Editing logos on Templates and Surveys

See all 8 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

In-App/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)

Template Inspiration: Touchpoints 7

• Pre-invite Email Template
• Invite Email Template
• Reminder Email Template
• Thank You Email Template
• Customer Support Email Template

See all 7 articles

Template Inspiration: Employee Experience 3

• Candidate Application Email Template
• New Hire Onboarding Email Template
• eNPS/VoE Email Template

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

Escalation Emails 1

• One-Touch Firefighting

Workflow Rules 6

• What is Workflow Alerts/Rules?
• New Email Bounces Alerts
• Lack of Response Alerts
• New Response Alerts
• Case Not Closed Alert

See all 6 articles

Dashboards 2

• Personal Dashboards
• Favorite Reports

By CustomerGauge - Standard Reports 8

• Benchmarks
• Data Transport
• NPS Overview
• Responses Report
• Segments Overview

See all 8 articles

Creating & Editing Reports 4

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

Responses Reporting 7

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

See all 7 articles

NPS Reporting 10

• NPS: NPS Score
• NPS: NPS Target
• NPS: NPS Summary
• NPS: NPS Trend
• NPS: NPS Table

See all 10 articles

Drivers Reporting 5

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

Tags Reporting 8

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

See all 8 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

Data Transport Reporting 3

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

Overall Settings 3

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

Reporting Gallery 8

• Inspiration: Text Analytics Reports
• NPS (Basic) Reporting Widgets
• Inspiration: Program Director Suite
• Driver Diagnostics Reporting Widgets
• Text Analytics Reporting Widgets

See all 8 articles

General Articles 2

• Widgets: Features Overview Table
• Adding New Widget

Additional Questions 1

• Additional Questions: Choice Questions Column

Imports 15

• Importing Data: What Data To Import In Which Data Type
• Imports - Uploading Accounts and Account Aliases
• Imports - Uploading Contacts
• Imports - Uploading Surveys
• Imports - Uploading Multi-Object

See all 15 articles

Data Import - General 5

• Which survey data should I upload?
• Data File Requirements For Success
• Diagnosing "Failed to Deliver" statistics
• Troubleshooting Common Upload Issues
• Locale Codes

Exports 3

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

SFTP 3

• SFTP File Upload System
• Windows SFTP Support
• How to connect to the SFTP server

Getting Started with APIs 6

• REST API Overview
• How To Integrate APIs/Webhooks With CustomerGauge?
• Connected Apps: Authenticating using OAuth2
• Using API 4.1
• Overview of APIs

See all 6 articles

REST API Suite 9

• GET Responses
• PUT Records (Account)
• PUT Records (Contact)
• PUT Records (Survey)
• PUT Records (Multi-Object)

See all 9 articles

4.1: API Directory 8

• File APIs
• Stream APIs
• Transactions APIs
• Workflow APIs
• List APIs (Unsubscribe/Bounce)

See all 8 articles

4.1: Full List of all APIs 36

• File - GET Revenue
• File - POST Revenue
• PUT Contracts
• File - GET Transactional
• File - POST Transactional

See all 36 articles

Integration (In-App Business User Version) 10

• List of Available Integrations
• Integration: Before you start
• Integration: Authentication
• Integration: Fields to pull
• Integration: Pull criteria

See all 10 articles

Single Sign On 2

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

Salesforce Integration 1

• Overview

CustomerGauge for Salesforce App 1

• How to install the CustomerGauge for Salesforce App

Microsoft Dynamics Integration 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

SugarCRM Integration 8

• The Principle of SugarCRM Integrations
• Getting Started with SugarCRM
• Navigating the Integrations Page
• Authenticating to SugarCRM
• Setting up an Account Sync SugarCRM Integration

See all 8 articles

Webhooks 16

• What are Incoming Webhooks?
• Incoming Webhook: Survey Sending
• Incoming Webhooks: Send Survey upon Ticket Closed in Zendesk
• Incoming Webhooks: Adding Platform/Login Usage Activities from Pendo.io
• Incoming Webhooks: Adding Support Ticket Activities from Zendesk

See all 16 articles

Slack 1

• Slack Integration: Workflow Alerts and Report Dispatches

Microsoft Teams 1

• Microsoft Teams: Email Alerts and Automated Dispatched Reports

Zapier Integration 16

• Getting Started with the CustomerGauge Zapier App
• Authenticating to CustomerGauge's Zapier App
• Using the "Update/Create Activity" Action
• Using the "Send Survey Invitation" Action
• Using the "Upload Survey Response" Action

See all 16 articles

Embedded Survey 1

• Capturing Net Promoter responses from FreshDesk and other Helpdesk systems

Users & Login 10

• User Roles
• Logging into your CustomerGauge System
• Common Login Issues and their Resolution
• My Profile
• Changing your password

See all 10 articles

Data Access Restriction 2

• Hierarchy
• Data Access Restriction

System Admin 16

• Data Administration: Manage Accounts
• Data Administration: Delete Single Record in CustomerGauge
• Data Administration: Delete File
• Data Administration: Delete Survey Records
• Data Administration: Update Required Contacts

See all 16 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:
• New CustomerGauge Look and Menu Navigation is LIVE!
• New Survey Record Page Coming End of August 2022!