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Knowledge Base
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Knowledge base
The Basics
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
Manage your campaigns
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
15
Delivery Manager (Introduction)
Automated Campaigns
Manual Campaigns
Anonymous Campaigns
SMS FAQ
See all 15 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
Close the Loop
3
Closing the Loop in CustomerGauge
Cases Overview
Cases Tracking
Workflow Rules
9
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 9 articles
Reports
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
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
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
Manual Data In & Out
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
6
Which survey data should I upload?
Diagnosing "Failed to Deliver" statistics
Locale Codes
Changes to Multi-Object Imports
How to convert a file from XLS(X) to CSV
See all 6 articles
Exports
2
Export Engine
Exporting Account Details (revenue, response, etc)
API
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
Integrations
Webhooks
19
What are Incoming Webhooks?
Incoming Webhooks: Synchronise Accounts / Contacts
Incoming Webhook: Survey Sending
Incoming Webhooks: Send Survey upon Ticket Closed in Zendesk
Incoming Webhooks: Adding Platform/Login Usage Activities from Pendo.io
See all 19 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
Admin Features
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 & 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:
[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
