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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)
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
Customized Invitation Emails - Gallery
Changing the survey link image
See all 6 articles
Survey Builder
10
Editing a Survey
Widget List - Survey Builder
Customer Effort Score: How it's implemented in CustomerGauge
Drivers Editor
Unsubscribe Page
See all 10 articles
Rules and Filters
4
Recipient Filters
Sending Analytics
Duplication Rules
Use Gmail for Testing when Duplicate Checking is On.
Reports
User Created
15
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 15 articles
Over All Settings
4
On-the-fly Settings
Setting up the dispatch & Email Report Preference
Hierarchy Filter
The meaning of SMA on the reports
By CustomerGauge - Standard Reports
13
Standard Reports Overview (incl. video)
NPS Report
Responses Report
NPS by Segment
NPS Evolution
See all 13 articles
By CustomerGauge - Data Transport
4
Data Transport Report
Bounce details
Direct Replies
SMS Report
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
Reviews
1
CustomerGauge Reviews
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
Escalation Emails
3
Escalation Options
Customizing Escalation Email Content
One-Touch Firefighting
Data Input & Output
Data Import - General
7
Overview
Which data should I upload?
Data File Requirements For Success
Country Codes
Language codes
See all 7 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
Full List of all 4.1 APIs
39
File - GET Transactional
File - POST Transactional
File - GET Contact
File - POST Contact
File - GET Historical
See all 39 articles
API 4.1 Directory
12
Introduction to API 4.1
Overview of 4.1 APIs
File APIs
Stream APIs
Transactions APIs
See all 12 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
3
Single Sign On
Single Sign On (Salesforce): How to set it up guide
Single Sign-On (Microsoft Azure Active Directory): 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
1
The IP White List
Security & Privacy
Security
5
CustomerGauge Information Security Plan
Privacy Standards and HIPAA Compliance
Security: IP-Address Restricted Access to CustomerGauge
Wild cards in the IP Addresses
How to anonymize a customer record in CustomerGauge?
Data Security Procedures
0
Disaster Recovery
1
Disaster Recovery
Legal Considerations
1
Legal Considerations (PDF)
News and Updates
Release Notes
45
CustomerGauge Release Notes v4.16 - Released 11 April 2018
CustomerGauge Release Notes v4.15 - Released 28 March 2018
CustomerGauge Release Notes v4.14 - Released 14 March 2018
CustomerGauge Release Notes v4.13 - Released 28 February 2018
CustomerGauge Release Notes v4.12 - Released 14 February 2018
See all 45 articles
