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Knowledge Base
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Knowledge base
The Basics
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
Manage your campaigns
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
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
Reports
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
Data Input & Output
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
API
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
Integrations
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
Admin Features
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 & Privacy
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
Account Experience System
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
News and Updates
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!
Community forums
Showing recent updates
Product Updates
Release Notes
137
CustomerGauge Release Notes v5.19 - Released 10 August 2022
Posted by
Pedro Henrique
,
5 minutes ago
Last Reply
by Pedro Henrique
5 minutes ago
CustomerGauge Release Notes v5.18 - Released 28 July 2022
Posted by
Pedro Henrique
,
13 days ago
Last Reply
by Pedro Henrique
13 days ago
CustomerGauge Release Notes v5.17 - Released 13 July 2022
Posted by
Pedro Henrique
,
28 days ago
Last Reply
by Pedro Henrique
28 days ago
See all 137 topics
Community
Community Updates
1
5 Reasons to Attend Monetize! Amsterdam
Posted by
Freshdesk Admin
,
over 3 years ago
Last Reply
by Freshdesk Admin
over 3 years ago