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Knowledge Base
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Knowledge base
Introduction
About the Community
1
About the Community
Community House Rules
1
Must Read House Rules!
The Basics
The Basics
1
How is NPS calculated?
8 steps to success with CustomerGauge
9
Before you start
Step 1: Set up your campaign
Step 2: Prep your data
Step 3: Rally your team
Step 4: Launch your campaign
See all 9 articles
Best Practice Guides
3
Best practice for invitation emails
Optimal surveying: our standard questions
Defining your self-select reasons (drivers)
System Requirements
1
Browser Supported
Manage your campaigns
Campaigns
6
Delivery Manager (Introduction)
Automated Campaigns
Manual Campaigns
Anonymous Campaigns
SMS FAQ
See all 6 articles
Template Editor
6
Template Editor
Piping Data Into the Invite Email
SMS Editor
Changing the survey link image
Emails FAQ
See all 6 articles
Survey Builder
13
Editing a Survey
Uploading a Survey Logo - New Improvements
Customise your survey layout with CSS
Unsubscribe Page
Widget List - Survey Builder
See all 13 articles
Rules and Filters
4
Recipient Filters
Sending Analytics
Duplication Rules
Use Gmail for Testing when Duplicate Checking is On.
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
Inspiration: Employee Experience
3
Candidate Application Email Template
New Hire Onboarding Email Template
eNPS/VoE Email Template
Reports
By CustomerGauge - Standard Reports
11
Standard Reports Overview (incl. video)
NPS Report
Responses Report
NPS by Segment
NPS Evolution
See all 11 articles
By CustomerGauge - Data Transport
3
Data Transport Report
Bounce details
Direct Replies
Creating & Editing Reports (By Users)
11
Report Hub - All you need to know (Video)
Configuring your Landing Dashboard (incl. video)
Create a New Report (video)
Creating a Report - Designer Tab
Creating a Report - Settings Tab
See all 11 articles
Overall Settings
5
On-the-fly Settings
Schedule Email Dispatch & Email Report Preference
Hierarchy Filter
The meaning of SMA on the reports
Drill-Downs on Charts
Features
Digital Signage
6
Setting up Digital Signage v3 Video
How-To presentation, CustomerGauge Digital Signage
How to change the colours in DigiSigns
Digital Signage Shows "No Permissions to View This Feature"
Digital Signage FAQ
See all 6 articles
Customer Details Section
1
Tags Feature
Export
2
Export Engine (incl. video)
Export Responses List
Menu
3
Report Hub Sections (video)
Pinning Down the Menu (video)
CustomerGauge v4.0 - User Role Video
Search Functionality
1
Search Function
Fire Fighting
Workflow
2
Workflow — How to use Fire Fighting
Case Tracking Report
Task Details
1
Task Details
Escalation Emails
3
Escalation Options
Customizing Escalation Email Content
One-Touch Firefighting
Data Input & Output
Data Import - General
8
Overview
Which data should I upload?
Data File Requirements For Success
Country Codes
Language codes
See all 8 articles
In-App Upload
4
Import Data - Transactional Data (incl video)
Import Data - Contact List
Import Data FAQ
Diagnosing "Failed to Deliver" statistics
SFTP
3
SFTP File Upload System
Windows SFTP Support
How to connect to the SFTP server
API
Getting Started with APIs
4
Introduction to API 4.1
Overview of 4.1 APIs
Using API 4.0
Switching API version from 4.0 to 4.1
4.1: API Directory
10
File APIs
Stream APIs
Transactions APIs
Reasons APIs
Workflow APIs
See all 10 articles
4.1: Full List of all APIs
44
File - GET Transactional
File - POST Transactional
File - GET Contact
File - POST Contact
File - GET Historical
See all 44 articles
Integrations
Integration (In-App)
14
List of CRM Systems
Integration: Before you start
Integration: Authentication
Integration: Fields to pull
Integration: Pull criteria
See all 14 articles
Embedded Survey
1
Capturing Net Promoter responses from FreshDesk and other Helpdesk systems
Single Sign On
4
Single Sign On
Single Sign On (Salesforce): How to set it up guide
Single Sign-On (Microsoft Azure Active Directory): How to setup guide
Single Sign-On (Okta): How to setup guide
Zendesk Integration
1
Zendesk Integration via HTTP Target Guide
Bazaarvoice Integration
1
Bazaarvoice Integration
Slack
1
Slack Integration: Email Alerts and Automated Dispatched Reports
Admin
User Management
5
User Types
Logging into your CustomerGauge System
How to Add A New User to CustomerGauge (video)
How to Unblock A User
Changing your password
Data Access
1
Hierarchy
Security & Privacy
2
The IP White List
Common Login Issues and their Resolution
Security & Privacy
Security
6
CustomerGauge Information Security Plan
Privacy Standards and HIPAA Compliance
Security: IP-Address Restricted Access to CustomerGauge
Wild cards in the IP Addresses
GDPR: How to anonymize a customer record in CustomerGauge via API
See all 6 articles
Service Level Agreement (SLA)
1
CustomerGauge Service Level Agreement
Data Security Procedures
0
News and Updates
Release Notes / Maintenance Update
75
Our Release Notes have found a new home!
CustomerGauge Release Notes v4.48 - Released 30 September 2019
CustomerGauge Release Notes v4.47 - Released 11 September 2019
CustomerGauge Release Notes v4.46 - Released 28 August 2019
CustomerGauge Release Notes v4.45 - Released 08 August 2019
See all 75 articles
