Discover. Learn. Grow.

Search & Navigation 6

• Search
• Search - Accounts
• Search - Responses
• Search - Non Responses
• Search - Failed Records

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System Requirements 1

• Supported Browsers

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

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General Articles 3

• Widgets: Features Overview Table
• Adding New Widget
• Contact Page: Unsubscribes & Bounces

Dashboards 2

• Personal Dashboards
• Favorite Reports

By CustomerGauge - Standard Reports 10

• Benchmarks
• Data Transport
• NPS Overview
• Contact Page
• Responses Report

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Creating & Editing Reports 3

• Creating a Report - Designer Tab
• Creating a Report - Settings Tab
• Creating a Report - Sharing Tab

Responses Reporting 8

• Responses: Contact Response Rate
• Responses: Response Rate Target
• Responses: Responses Table
• Responses: Non Responses Widget
• Responses: Responses Trend

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NPS Reporting 15

• NPS: NPS Gauge
• NPS: NPS Score
• NPS: NPS Target
• NPS: NPS Summary
• NPS: NPS Trend

See all 15 articles

Drivers Reporting 7

• Add a Widget - Drivers Data Source
• Drivers: Driver Value - Bar chart visualization
• Drivers: Drivers Loyalty
• Drivers: Drivers Distribution
• Drivers: Drivers Trend

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Tags Reporting 7

• Introduction to Feedback AI Assistant
• Tags Feature
• Tags: Table
• Tags: Tags Scatter
• Tags: Tags Summary

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Close the Loop Reporting 10

• 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

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Monetize Suite 5.0 Reporting 11

• Moving from Revenue / Monetize 4.0 to Revenue / Monetize 5.0
• Coverage % (Account & Revenue)
• Account Response % & Account Revenue %
• Account Health
• Account List

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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

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Additional Questions 3

• Additional Questions: Choice Questions Column
• Additional Questions: Additional Comments
• Additional Questions: Choice Questions Trend

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

Campaign Suite 5

• 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

Delivery Manager 20

• Delivery Manager (Introduction)
• Automated Campaigns
• Manual Campaigns
• Anonymous Campaigns
• SMS FAQ

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Survey Suite 6

• 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

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Survey Builder 14

• Editing a Survey
• Uploading a Survey Logo
• Customise your survey layout with CSS
• Unsubscribe Page
• Widget List - Survey Builder

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External Pop-up Surveys 5

• How to work with pop-up surveys and CustomerGauge
• Creating a pop-up survey using Wisepops and CustomerGauge generic survey link
• 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

Imports 8

• Importing Data: What Data To Import In Which Data Type
• Imports: Upload and Mapping
• How To: Manage Account Data Quality
• Moving from Revenue / Monetize 4.0 to Revenue / Monetize 5.0
• Division and Hierarchy Fields

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Exports 2

• Export Data
• Exporting Account Details (revenue, response, etc)

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 Record API
• PUT Record (Multi-Object)
• PUT Record (Account)
• PUT Record (Account Alias)

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4.1 APIs Suite 12

• 4.1 APIs Overview
• File - GET Revenue
• File - POST Revenue
• GET Unsubscribe
• POST Unsubscribe

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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

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CustomerGauge for Salesforce App 1

• How to install the CustomerGauge for Salesforce App

Users & Login 10

• User Roles
• Logging into your CustomerGauge System
• My Profile
• Changing your password
• User Manager

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Single Sign On 1

• Single Sign On (SSO) with SAML 2.0

Data Access Restriction 1

• Data Access Restriction

System Admin 23

• Data Administration: Manage Accounts
• Data Administration: Update Account References
• Data Administration: Delete File
• Data Administration: Manage Survey Records
• Data Administration: Update Required Contacts

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Reviews 2

• CustomerGauge Reviews
• Review Manager

Security 6

• CustomerGauge Information Security Plan
• Privacy Standards and HIPAA Compliance
• 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

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Service Level Agreement (SLA) 1

• CustomerGauge Service Level Agreement

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

Product / Maintenance Update 1

• CG Application - Feature Retirement

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