Recipes

Close the loop with Passives
Passive clients are more prone to churn as they are maybe not loyal to your brand. Listen to them through CustomerGauge Close the Loop feature us...
Tue, 17 Mar, 2026 at 6:09 PM
Close the loop with Detractors
Closed loop feedback is central to any customer experience management strategy. It is the crucial technique you will use to respond to customer fee...
Tue, 17 Mar, 2026 at 6:10 PM
Close the Loop on the Account Level
Closing the loop on an account level will lead to a higher retention rate. Account metrics give your clients' collective perspective towards ...
Tue, 17 Mar, 2026 at 6:11 PM
Close the loop on All Three Levels
Customer service has rapidly evolved beyond the boundaries of call center aisles and front desk counters. Today, it is considered a critical faucet ...
Tue, 17 Mar, 2026 at 6:11 PM
Activate Referrals
Creating a thorough referrals program will create low hanging fruit revenue.  In this AX® Recipe, we’ll show you how to build an effective B2B ...
Tue, 17 Mar, 2026 at 6:11 PM
Send a Thank you from the head of the division or the CEO
Using this AX® Recipe, Send a thank you email to your customers, either after they have submitted a survey, attended an RBR with you or if you...
Tue, 17 Mar, 2026 at 6:11 PM
Understanding the purpose of the Relationship Survey
Relationship surveys are designed to measure a customer’s overall loyalty to your company or brand. Unlike transactional surveys—which focus on s...
Tue, 17 Mar, 2026 at 6:10 PM
Transactional Surveys
Transactional surveys allow companies to deep dive into specific touchpoints on the customer journey to get a more detailed view on the biggest dr...
Tue, 17 Mar, 2026 at 6:09 PM
Setting up a Drip Campaign
This recipe explains how to make a drip logic and upload the records manually or via Salesforce integration. Let's explore the recipe! ...
Tue, 17 Mar, 2026 at 6:09 PM
Duplication Rules
This recipe provides procedural steps to create a workflow rule for Bounced Emails. This way, you will receive alerts when a survey invitation b...
Tue, 17 Mar, 2026 at 6:36 PM