Introduction

Whether you're new to CustomerGauge, or moving your current upload process to Imports, you're going to need to understand how CustomerGauge handles data. By the end of this article you'll know what Data Types (also referred to as Objects or Entities) are supported by CustomerGauge, and what data typically gets imported for each Data Type.


Which Data Types are Supported?

First of all, let's dive into the different Data Types that CustomerGauge supports.


Accounts

Accounts represent the companies you do business with.


Data typically imported on Accounts are:

  • Account Name
  • Account Manager
  • Account Manager Email
  • Parent Account
  • Industry
  • Company Size
  • Any other data point you'd wish to report on


Contacts

Contacts represent the people you know, and are typically associated to an Account.


Data typically imported on Contacts are:

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Job Level
  • Job Title
  • Account Name (identifies associated Account)
  • Any other data point you'd wish to report on


Surveys

Surveys (also known as Survey Records or Survey Invitations) represent the ask for feedback. They're typically associated to an Account and a Contact, and can cover multiple Touchpoints.


Data typically imported on Surveys are:

  • Contact Reference (identifies associated Contact)
  • Account Name (identifies associated Account)
  • Touchpoint
  • Any other data point you'd wish to report on


Multi-Object

Multi-Object is a combination of Accounts, Contacts, and Surveys.


Data typically imported on Multi-Object are:

  • Account Name
  • Account Manager
  • Account Manager Email
  • Parent Account
  • Industry
  • Company Size
  • First Name
  • Last Name
  • Email
  • Phone Number
  • Job Level
  • Job Title
  • Touchpoint
  • Any other data point you'd wish to report on

External Responses

External Responses is the upload type for when you are bringing survey responses to CustomerGauge that were taken outside of CustomerGauge.


Data typically imported are Multi-Object with these extra fields:


  • NPS Score
  • Comment
  • Follow Up Request (empty, Y, N)
  • Follow Up Details
  • Sent Date - mandatory
  • Response Date - mandatory

Activities

Activities represent any kind of action or interaction you have with your Accounts.


Data typically imported as part of Activities are:

  • Reference (unique identifier of the Activity)
  • Activity Type
  • Source
  • Account Name (identifies associated Account)
  • Date/Time
  • Contact Reference (identifies associated Contact)


Some of the Activities that you would want to track are:

  • Support requests - an increased amount of support requests can indicate frustration!
  • Product usage - a change in usage of your product can indicate a change in contract!
  • Marketing engagement - customers ignoring your updates might soon ignore you!
  • Upsells - a decreasing amount of upsells can indicate a final downsell!
  • Business Reviews - a lack of periodic business reviews can cause a lack of customers!