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Knowledge Base
Community
Knowledge base
News and Updates
Product / Maintenance Update
4
CustomerGauge Application Status Tracking
What about CustomerGauge uptime?
CG Application - Feature Retirement
Migrating from Delivery Manager to Campaign Suite
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
The Basics
Search & Navigation
6
Search
Search - Accounts
Search - Responses
Search - Non Responses
Search - Failed Records
See all 6 articles
System Requirements
2
Supported Browsers
CustomerGauge Email IP Addresses
Common Support Questions / FAQs
1
Common Support / Troubleshooting Questions
Close the Loop
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
Reports
General Articles
2
Widgets: Features Overview Table
Adding New Widget
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
11
Responses: Contact Response Rate
Responses: Response Rate Target
Responses: Responses Table
Responses: Non Responses Widget
Responses: Responses Trend
See all 11 articles
NPS Reporting
16
NPS: NPS Gauge
NPS: NPS Score
NPS: NPS Target
NPS: NPS Summary
NPS: NPS Trend
See all 16 articles
Drivers Reporting
7
Add a Widget - Drivers Data Source
Drivers: Drivers Contribution - Bar chart visualization
Drivers: Drivers Loyalty
Drivers: Drivers Distribution
Drivers: Drivers Trend
See all 7 articles
Tags Reporting
6
Introduction to Feedback AI Assistant
Tags Feature
Tags: Table
Tags: Tags Scatter
Tags: Tags Summary
See all 6 articles
Close the Loop Reporting
11
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 11 articles
Monetize Suite 5.0 Reporting
10
Coverage % (Account & Revenue)
Account Response % & Account Revenue %
Account Health
Account List
Driver Value
See all 10 articles
CES, CSAT, Reviews and Misc Reporting
7
Add a widget - Misc
Reviews Table
Additional Score - For CES, CSAT and RATING Questions
Additional Score Frequency - For CES, CSAT and Rating Questions
Additional Score Trend - For CES, CSAT and Rating Questions
See all 7 articles
Additional Questions
4
Additional Questions: Choice Questions Column
Additional Questions: Additional Comments
Additional Questions: Choice Questions Trend
Additional Questions: Comments Table
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
Overall Settings
3
On-the-fly Settings
Schedule Email Dispatch & Email Report Preference
Hierarchy Filter
Reporting Widgets
0
Manage your campaigns
Campaign Suite
7
How to Manage Email Campaigns
How to Manage SMS Campaigns
How to Manage WhatsApp Campaigns
How to Manage Personal Link Campaigns
WhatsApp Embedded Sign-up
See all 7 articles
Survey Suite
8
Getting Started with the Survey Suite
Branding for Surveys
Survey Suite: Create or Edit a Survey
Survey Suite: Direct Link Surveys
Survey Suite: Pop-Up Surveys
See all 8 articles
External Pop-up Surveys
4
How to work with external pop-up surveys and CustomerGauge
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
Manual Data In & Out
Imports
7
Importing Data: What Data To Import In Which Data Type
Imports: Upload and Mapping
How To: Manage Account Data Quality
Division and Hierarchy Fields
Locale Codes
See all 7 articles
Exports
2
Export Data
Exporting Account Details (revenue, response, etc)
API
Rest APIs Setup
3
Get Started with APIs/Webhooks in CustomerGauge?
Rest APIs Setup: Authentication, Filters and History
API Playground
Rest API Suite
16
REST API Overview
Preparing for PUT Single Record API
PUT Single Record (Multi-Object)
PUT Single Record (Account)
PUT Single Record (Account Alias)
See all 16 articles
4.1 APIs Suite
12
4.1 APIs Overview
File - GET Revenue
File - POST Revenue
GET Unsubscribe
POST Unsubscribe
See all 12 articles
Integrations
Connected Apps
1
Manage Connected Apps
Webhooks
5
Incoming Webhooks
Incoming Webhooks: Send Survey upon Ticket Closed in Zendesk
Incoming Webhooks: Send Survey through Zapier
Outgoing Webhooks
Outgoing Webhook: Create a Task in Microsoft Dynamics (Survey completion)
Microsoft Dynamics
3
Getting Started with Microsoft Dynamics Integrations
Microsoft Dynamics: How to Authenticate
Microsoft Dynamics: Set Up Accounts, Contacts and Surveys Integration
5.0 Native Salesforce
1
5.0 Salesforce Integrations
4.0 Salesforce
9
Salesforce: Getting Started
Salesforce: Integration Details & Authentication
Salesforce: Pull Criteria
Salesforce: Flag Criteria
Salesforce: Diagnostics
See all 9 articles
CustomerGauge for Salesforce App
1
How to install the CustomerGauge for Salesforce App
Salesforce - Setting up a real-time trigger via Salesforce flow
0
Admin Features
Users & Login
9
Logging into your CustomerGauge System
Changing your password
Multi-Factor Authentication (MFA)
User Roles
Managing Users & your own user profile (My Profile)
See all 9 articles
Data Access Restriction
1
Data Access Restriction
System Admin
19
Data Administration: Manage Accounts
Data Administration: Update Account References
Data Administration: Manage Survey Records
Data Administration: Manage Tags
Data Administration: Survey Questions
See all 19 articles
Reviews
2
CustomerGauge Reviews
Review Manager
Security & Privacy
Security
5
CustomerGauge General Information Security, Compliance, Trust, and Uptime
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
Log4j security flaw is not affecting CustomerGauge
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
Archive
[ARCHIVED] Users & Login
0
[ARCHIVED] Delivery Manager
0
[ARCHIVED] Survey Builder
1
Survey Builder FAQ
Help Desk Software
by Freshdesk
