Introduction
Ever have the need to automatically send surveys based on events that happen in the other systems you already use? Using the "Send Survey Invitation" Action in our Zapier App, you can set up a Zap that does just that! Simply pick the Zapier App of the tool you want to listen to, and choose the CustomerGauge Zapier App to execute an Action on.
Set up a triggering Zapier App
In the "When this happens..." step when setting up a Zap, search for your triggering app, and set it up as fits your needs.
If you're looking for inspiration or some common use cases, check out our cookbook!
Choose the CustomerGauge Zapier App
In the "Do this..." step when setting up a Zap, search for "CustomerGauge", and select the CustomerGauge app.
Configuring the "Send Survey Invitation" Action
To send a Survey Invitation through Zapier, you will need to select the "Send Survey Invitation" Action.
You'll be presented with a plethora of fields to fill in, consisting of Field Name, and Value input boxes.
You're expected to fill in the Import Field Name of each field you want to pass on to CustomerGauge — they can be named differently in each CustomerGauge system. If you already know what your Import Fields are called (you can find out through your Customer Success Manager), you can go straight ahead. If you have a Premium Zapier account, you don't need to rely on your CSM though — you can use the "Fetch Import Fields" Action to get a dynamic list of fields that you can use to build your Action.
"Send Survey Invitation" when knowing your Import Fields
Once you've obtained your Import Fields, you can use these to fill them into each respective "CustomerGauge Field Name" input box.
Cost-saving Tip: To save Tasks in Zapier, you can run the Fetch Import Fields action once, take over the results, and use the returned values instead!
The CustomerGauge Fields come in two forms; "named fields", and "Additional fields". The named fields are usually quite common across CustomerGauge systems, and should be easy to fill in. "Additional fields" covers all the other fields that the named fields don't cover — which usually are customer specific segments.
An example of how to fill in static values.
While you would just type down the Field Name, you probably want the value for that particular field to be pulled in dynamically. Hit the "Insert a Field" icon on the right-hand side of the Value box, and choose the appropriate field that holds the data.
Use data from your Trigger to populate fields.
"Send Survey Invitation" while using the "Fetch Import Fields" Action
If you are a Premium Zapier user, you can set up multi-step Zaps. As part of this multi-step Zap, you would first want to select your main Trigger. However, instead of going straight into the "Send Survey Invitation" Action after that, you would want to run the "Fetch Import Fields" Search first, and then have the "Send Survey Invitation" Action. This would look something like this;
A Premium Zapier account can utilise the "Fetch Import Fields" Search to populate the "Send Survey Invitation" Action.
Once calling the Fetch Import Fields, you can use these in your CustomerGauge Field Name input boxes.
Without knowing what our Phone field would be called in CustomerGauge, using the Fetch Import Fields allows us to figure that out; it's SMS_Telephone!