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Knowledge Base
Community
Knowledge base
The Basics
Search & Navigation
6
Search
Search - Accounts
Search - Responses
Search - Non Responses
Search - Failed Records
See all 6 articles
System Requirements
1
Supported Browsers
Close the Loop
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
See all 10 articles
Reports
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
See all 10 articles
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
See all 8 articles
NPS Reporting
14
NPS: NPS Gauge
NPS: NPS Score
NPS: NPS Target
NPS: NPS Summary
NPS: NPS Trend
See all 14 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
See all 7 articles
Tags Reporting
7
Introduction to Feedback AI Assistant
Tags Feature
Tags: Table
Tags: Tags Scatter
Tags: Tags Summary
See all 7 articles
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
See all 10 articles
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
See all 11 articles
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
See all 7 articles
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
Manage your campaigns
Campaign Suite
4
How to Manage Email Campaigns
How to Manage SMS Campaigns
How to Manage WhatsApp Campaigns
How to Manage Personal Link Campaigns
Delivery Manager
20
Delivery Manager (Introduction)
Automated Campaigns
Manual Campaigns
Anonymous Campaigns
SMS FAQ
See all 20 articles
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
See all 6 articles
Survey Builder
14
Editing a Survey
Uploading a Survey Logo
Customise your survey layout with CSS
Unsubscribe Page
Widget List - Survey Builder
See all 14 articles
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
Manual Data In & Out
Imports
7
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
See all 7 articles
Exports
2
Export Data
Exporting Account Details (revenue, response, etc)
API
Rest APIs Setup
3
Get Started with APIs/Webhooks in CustomerGauge?
Rest APIs Setup: Authentication, Filters and History
API Playground
Rest API Suite
17
REST API Overview
Preparing for PUT Record API
PUT Record (Multi-Object)
PUT Record (Account)
PUT Record (Account Alias)
See all 17 articles
4.1 APIs Suite
12
4.1 APIs Overview
File - GET Revenue
File - POST Revenue
GET Unsubscribe
POST Unsubscribe
See all 12 articles
Integrations
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
See all 9 articles
CustomerGauge for Salesforce App
1
How to install the CustomerGauge for Salesforce App
Admin Features
Users & Login
10
User Roles
Logging into your CustomerGauge System
My Profile
Changing your password
User Manager
See all 10 articles
Single Sign On
3
AWS Cognito SSO Single Sign On IDP Attributes
Single Sign On (SSO) with SAML 2.0
Troubleshooting SSO issues
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
See all 23 articles
Reviews
2
CustomerGauge Reviews
Review Manager
Security & Privacy
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
See all 6 articles
Service Level Agreement (SLA)
1
CustomerGauge Service Level Agreement
Account Experience System
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
News and Updates
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
Help Desk Software
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