How to setup?

  1. "When this happens..."
    1. Choose App & Event
      1. Choose App: SuperOffice
      2. Choose Trigger Event: Sale Changed
    2. Choose Account
      1. Select an existing SuperOffice account from the drop-down, or;
      2. Select "Add a New Account" from the bottom of the drop-down
      3. A pop-up window appears, in which you'll need to log into SuperOffice, and grant Zapier access.
    3. Customize Sale
      1. Trigger When: Sale status changed to Sold
    4. Find Data
      1. Click the Test & Review button
      2. Go to SuperOffice, and change a Sale to Sold
        1. Tip: Prior to changing the status, check if Zapier is still looking for sample data
      3. Zapier should pick this up (this can take a few minutes) automatically, and use it as sample data
    5. You can now move to the "do this..." step
  2. "Do this..."
    If First Name and Last Name are required in your CustomerGauge platform, this is a necessary step. Otherwise, you can ignore this step.
    1. Choose App & Event
      1. Choose App: Formatter by Zapier
      2. Choose Action Event: Text
    2. Customize Text
      1. Transform: Extract Pattern
      2. Input: select "Contact name" from your SuperOffice fields
      3. Pattern: (.[^\s]*)\s(.*)
      4. This splits the Contact name into First Name and Last Name (treating everything after the first space as the Last Name)
  3. "Do this..."
    1. Choose App & Event
      1. Choose App: CustomerGauge
      2. Choose Action Event: Send Survey Invitation
    2. Choose Account
      1. Select an existing CustomerGauge account from the drop-down, or;
      2. Select "Add a New Account" from the bottom of the drop-down
      3. A pop-up window appears, in which you'll need to log into your CustomerGauge account
        1. Tip: rename your newly created account to something you'll recognize in the future
    3. Customize Survey Invitation
      Each of the fields that you can provide to CustomerGauge come in Name and Value pairs. In the Name field you'll need to write the CustomerGauge Field Name. In the Value field you'll need to pass the information coming from SuperOffice, or write a static value.

      Please note (1): fields names, their format, and whether they're mandatory or not, can vary in each CustomerGauge system. The fields in Zapier are therefor not made mandatory, while your fields could actually be mandatory in CustomerGauge.
      Please note (2): fields coming from SuperOffice may vary based on SuperOffice setup, and business needs.

      Some examples to help you on your way;
      1. Email CustomerGauge Field Name: write your CustomerGauge field name ("Email" by default), Email Address Value: Choose the respective field from the SuperOffice fields — we chose "E-mail"
      2. First Name CustomerGauge Field Name: write your CustomerGauge field name ("FirstName" by default), First Name Value: Choose the respective field from the SuperOffice fields or Formatter — we chose "Output 0" from the Formatter action
      3. First Name CustomerGauge Field Name: write your CustomerGauge field name ("LastName" by default), Last Name Value: Choose the respective field from the SuperOffice fields or Formatter — we chose "Output 1" from the Formatter action
      1. Send Data
        1. Press the Skip Test button — unless you're sure you want to send a survey invitation to the email address in the data of your SuperOffice sample. Doing a Test actually send a survey invitation!
        2. When happy with your setup, turn your Zap ON, and you're all done!



      Where can you track it in CustomerGauge?


      You can track the survey responses in the NPS or CES Data Source. In addition you can also track the engagement on the Activity Timeline Reporting Widget in your CustomerGauge System. An example Dashboard is shown below.